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 |
|---|---|---|---|---|---|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
290,886
shares
|
$7.3 Million
0.48% of portfolio
|
Q1 2025
Added 24.87%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
276,368
shares
|
$6.93 Million
0.0% of portfolio
|
Q4 2024
Reduced 51.81%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
266,424
shares
|
$6.68 Million
0.84% of portfolio
|
Q2 2025
Reduced 37.57%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
264,339
shares
|
$6.63 Million
2.99% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
260,462
shares
|
$6.53 Million
1.04% of portfolio
|
Q1 2025
Reduced 7.91%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
255,622
shares
|
$6.41 Million
0.47% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
253,210
shares
|
$6.35 Million
1.29% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
246,671
shares
|
$6.19 Million
0.15% of portfolio
|
Q1 2024
Added 2.12%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
244,755
shares
|
$6.14 Million
2.12% of portfolio
|
Q1 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
239,818
shares
|
$6.02 Million
0.05% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Hamel Associates, Inc.
|
May 06, 2025 Q1 2025 |
235,283
shares
|
$5.9 Million
2.01% of portfolio
|
Q1 2025
Reduced 21.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
234,826
shares
|
$5.89 Million
0.02% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
232,039
shares
|
$5.82 Million
1.01% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
227,886
shares
|
$5.72 Million
1.26% of portfolio
|
Q1 2025
Added 22.13%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
226,433
shares
|
$5.68 Million
1.13% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
223,039
shares
|
$5.6 Million
0.01% of portfolio
|
Q1 2025
Added 18.2%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
216,737
shares
|
$5.44 Million
0.1% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
213,139
shares
|
$5.35 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
212,010
shares
|
$5.32 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
209,085
shares
|
$5.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 55.85%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
202,481
shares
|
$5.08 Million
0.06% of portfolio
|
Q1 2025
Added 52.15%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
201,417
shares
|
$5.05 Million
0.07% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
198,778
shares
|
$4.99 Million
0.02% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
198,587
shares
|
$4.98 Million
0.36% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
197,234
shares
|
$4.95 Million
0.73% of portfolio
|
Q1 2025
Added 6.55%
|