Institutional Ownership Ishares Ibonds Dec 2025 Term C (IBDQ)
This table provides information about the institutional ownership of Ishares Ibonds Dec 2025 Term C (IBDQ). We have compiled data on the 436 institutions that hold shares in the stock, with a total of 95.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
49,648
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Added 66.92%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
49,603
shares
|
$1.25 Million
0.78% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
49,187
shares
|
$1.23 Million
0.51% of portfolio
|
Q1 2025
Added 32.7%
|
|
|
One Plus One Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
48,906
shares
|
$1.23 Million
0.93% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
48,618
shares
|
$1.22 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
48,169
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
48,006
shares
|
$1.2 Million
0.05% of portfolio
|
Q2 2020
Added 18.83%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
47,425
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Added 145.53%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
47,364
shares
|
$1.19 Million
0.6% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
47,352
shares
|
$1.19 Million
0.28% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
47,115
shares
|
$1.18 Million
0.2% of portfolio
|
Q2 2025
Reduced 21.26%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
46,905
shares
|
$1.18 Million
0.16% of portfolio
|
Q2 2025
Added 8.12%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
45,881
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.36%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
45,878
shares
|
$1.15 Million
0.4% of portfolio
|
Q1 2025
Added 35.42%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
44,491
shares
|
$1.12 Million
0.05% of portfolio
|
Q4 2024
Reduced 11.85%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
44,419
shares
|
$1.11 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Reliant Wealth Planning
|
Aug 12, 2025 Q2 2025 |
43,581
shares
|
$1.09 Million
0.5% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
42,500
shares
|
$1.07 Million
0.74% of portfolio
|
Q2 2025
Reduced 24.93%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
42,236
shares
|
$1.06 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
41,615
shares
|
$1.04 Million
0.17% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
41,379
shares
|
$1.04 Million
0.87% of portfolio
|
Q2 2025
Reduced 76.0%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jul 17, 2025 Q2 2025 |
41,240
shares
|
$1.04 Million
0.89% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
40,249
shares
|
$1.01 Million
0.15% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
40,233
shares
|
$1.01 Million
0.38% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
39,551
shares
|
$992,730
0.35% of portfolio
|
Q2 2025
Added 0.02%
|