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 431 institutions that hold shares in the stock, with a total of 96.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
9,988
shares
|
$250,598
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
9,875
shares
|
$247,763
0.04% of portfolio
|
Q2 2022
Added 1.28%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
9,689
shares
|
$243,097
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
9,655
shares
|
$242,243
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
9,623
shares
|
$241,441
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jul 15, 2025 Q2 2025 |
9,600
shares
|
$240,864
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
9,535
shares
|
$239,233
0.02% of portfolio
|
Q4 2024
Reduced 14.37%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
9,451
shares
|
$237,125
0.1% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
9,314
shares
|
$233,688
0.09% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
9,191
shares
|
$230,602
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
9,052
shares
|
$227,114
0.09% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
8,953
shares
|
$224,630
0.18% of portfolio
|
Q2 2023
Reduced 7.78%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
8,746
shares
|
$219,437
0.09% of portfolio
|
Q4 2023
Reduced 4.8%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
May 08, 2025 Q1 2025 |
8,728
shares
|
$218,985
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
8,660
shares
|
$217,279
0.0% of portfolio
|
Q1 2025
Reduced 28.14%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
8,600
shares
|
$215,774
0.0% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
8,522
shares
|
$213,816
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
8,457
shares
|
$212,186
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
8,449
shares
|
$211,985
0.17% of portfolio
|
Q1 2025
Reduced 29.98%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,401
shares
|
$210,781
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
8,324
shares
|
$208,849
0.1% of portfolio
|
Q2 2025
Reduced 9.25%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
8,311
shares
|
$208,522
0.02% of portfolio
|
Q1 2025
Reduced 63.98%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
8,254
shares
|
$207,092
0.06% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
8,250
shares
|
$206,992
0.02% of portfolio
|
Q1 2025
Reduced 10.81%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
8,203
shares
|
$205,813
0.02% of portfolio
|
Q1 2025
Added 1.65%
|