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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
139,988
shares
|
$3.51 Million
0.04% of portfolio
|
Q1 2025
Added 64.11%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
139,021
shares
|
$3.49 Million
0.75% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
136,926
shares
|
$3.44 Million
0.02% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
134,980
shares
|
$3.39 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
134,182
shares
|
$3.37 Million
0.9% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
132,858
shares
|
$3.33 Million
0.22% of portfolio
|
Q4 2023
Added 394.04%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
126,624
shares
|
$3.18 Million
0.2% of portfolio
|
Q1 2025
Reduced 7.6%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
126,274
shares
|
$3.17 Million
0.05% of portfolio
|
Q1 2025
Added 8.34%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
126,143
shares
|
$3.16 Million
0.35% of portfolio
|
Q2 2023
Added 61.29%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
123,244
shares
|
$3.09 Million
1.35% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
121,750
shares
|
$3.05 Million
0.46% of portfolio
|
Q2 2025
Reduced 9.66%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
120,251
shares
|
$3.02 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.63%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
119,424
shares
|
$3 Million
0.56% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
119,022
shares
|
$2.99 Million
0.1% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Apr 21, 2025 Q1 2025 |
117,251
shares
|
$2.94 Million
2.31% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
116,676
shares
|
$2.93 Million
2.21% of portfolio
|
Q2 2024
Added 3.84%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
116,149
shares
|
$2.91 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.3%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
115,179
shares
|
$2.89 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
114,698
shares
|
$2.88 Million
0.75% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
114,658
shares
|
$2.88 Million
0.32% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
106,706
shares
|
$2.68 Million
0.02% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
105,775
shares
|
$2.65 Million
0.26% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
102,498
shares
|
$2.57 Million
0.72% of portfolio
|
Q1 2025
Reduced 11.69%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
99,403
shares
|
$2.49 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
94,310
shares
|
$2.37 Million
0.19% of portfolio
|
Q3 2024
Added 1.62%
|