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 |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
462,586
shares
|
$11.6 Million
0.17% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
456,416
shares
|
$11.5 Million
0.13% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
453,205
shares
|
$11.4 Million
2.27% of portfolio
|
Q1 2025
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
452,364
shares
|
$11.3 Million
0.63% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
436,312
shares
|
$10.9 Million
0.75% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
421,546
shares
|
$10.6 Million
0.31% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
417,169
shares
|
$10.5 Million
0.47% of portfolio
|
Q1 2025
Added 67.6%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
408,839
shares
|
$10.3 Million
0.53% of portfolio
|
Q1 2025
Added 35.02%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
403,867
shares
|
$10.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 11.78%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
396,844
shares
|
$9.96 Million
0.5% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
367,535
shares
|
$9.22 Million
0.38% of portfolio
|
Q1 2025
Added 11.85%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
359,184
shares
|
$9.01 Million
3.71% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
353,366
shares
|
$8.87 Million
0.0% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
353,095
shares
|
$8.86 Million
0.84% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
348,871
shares
|
$8.75 Million
0.29% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
May 01, 2025 Q1 2025 |
343,956
shares
|
$8.63 Million
4.84% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
339,999
shares
|
$8.53 Million
1.33% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
330,153
shares
|
$8.28 Million
0.11% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Beaumont Asset Management, L.L.C.
|
May 08, 2025 Q1 2025 |
326,209
shares
|
$8.18 Million
5.05% of portfolio
|
Q1 2025
Reduced 22.62%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
319,214
shares
|
$8.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
307,907
shares
|
$7.73 Million
2.06% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
306,881
shares
|
$7.7 Million
3.6% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
306,615
shares
|
$7.69 Million
2.98% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
301,580
shares
|
$7.57 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
May 16, 2025 Q1 2025 |
292,840
shares
|
$7.35 Million
3.16% of portfolio
|
Q1 2025
Reduced 1.11%
|