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 $2.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
6,803,529
shares
|
$171 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
5,213,215
shares
|
$131 Million
2.97% of portfolio
|
Q2 2025
Added 2358.95%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,785,559
shares
|
$95.1 Million
0.01% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
3,287,717
shares
|
$82.6 Million
1.48% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
2,975,173
shares
|
$74.7 Million
0.29% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,654,107
shares
|
$66.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,416,720
shares
|
$60.7 Million
0.02% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,401,901
shares
|
$60.3 Million
0.02% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
1,827,757
shares
|
$45.9 Million
3.44% of portfolio
|
Q2 2025
Reduced 12.23%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,795,348
shares
|
$45.1 Million
0.06% of portfolio
|
Q2 2025
Added 9.1%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,520,883
shares
|
$38.2 Million
0.05% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
1,307,475
shares
|
$32.8 Million
0.47% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,282,182
shares
|
$32.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
1,262,358
shares
|
$31.7 Million
4.81% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,090,308
shares
|
$27.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
1,088,851
shares
|
$27.4 Million
2.23% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
1,008,412
shares
|
$25.3 Million
2.37% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,007,928
shares
|
$25.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
978,740
shares
|
$24.6 Million
1.03% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
935,787
shares
|
$23.5 Million
0.02% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
922,286
shares
|
$23.2 Million
0.4% of portfolio
|
Q2 2024
Added 29.49%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
922,020
shares
|
$23.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
910,149
shares
|
$22.9 Million
0.13% of portfolio
|
Q2 2025
Reduced 11.79%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
899,685
shares
|
$22.6 Million
0.4% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
885,581
shares
|
$22.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.69%
|