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 |
|---|---|---|---|---|---|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
93,268
shares
|
$2.34 Million
0.07% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
92,331
shares
|
$2.32 Million
0.03% of portfolio
|
Q1 2025
Added 75.81%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
90,117
shares
|
$2.26 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Apr 25, 2025 Q1 2025 |
88,727
shares
|
$2.23 Million
0.48% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
86,309
shares
|
$2.17 Million
0.3% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
85,940
shares
|
$2.16 Million
1.64% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
84,185
shares
|
$2.11 Million
0.34% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
83,533
shares
|
$2.1 Million
0.9% of portfolio
|
Q1 2025
Reduced 42.34%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
82,875
shares
|
$2.08 Million
0.74% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
82,234
shares
|
$2.06 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
81,895
shares
|
$2.05 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
May 12, 2025 Q1 2025 |
79,987
shares
|
$2.01 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
79,747
shares
|
$2 Million
1.4% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
79,616
shares
|
$2 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
79,449
shares
|
$1.99 Million
1.46% of portfolio
|
Q1 2025
Reduced 26.48%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
75,179
shares
|
$1.89 Million
0.01% of portfolio
|
Q1 2025
Added 77.09%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
73,882
shares
|
$1.85 Million
0.03% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
73,186
shares
|
$1.84 Million
0.18% of portfolio
|
Q2 2025
Reduced 53.66%
|
|
|
Crestmont Private Wealth LLC
|
Apr 10, 2025 Q1 2025 |
72,268
shares
|
$1.81 Million
0.79% of portfolio
|
Q1 2025
Added 23.15%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
71,062
shares
|
$1.78 Million
1.02% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
70,718
shares
|
$1.77 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
68,954
shares
|
$1.73 Million
0.18% of portfolio
|
Q4 2024
Added 72.55%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
68,483
shares
|
$1.72 Million
0.27% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
68,255
shares
|
$1.71 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
67,341
shares
|
$1.69 Million
0.27% of portfolio
|
Q2 2025
Added 0.23%
|