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 |
|---|---|---|---|---|---|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
49,760
shares
|
$1.25 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
49,187
shares
|
$1.23 Million
0.55% of portfolio
|
Q1 2025
Added 32.7%
|
|
|
One Plus One Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
48,906
shares
|
$1.23 Million
0.93% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
48,618
shares
|
$1.22 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Timber Creek Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
48,364
shares
|
$1.21 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
48,169
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
48,006
shares
|
$1.2 Million
0.05% of portfolio
|
Q2 2020
Added 18.83%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
47,991
shares
|
$1.2 Million
0.83% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
47,364
shares
|
$1.19 Million
0.6% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
47,352
shares
|
$1.19 Million
0.29% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
46,905
shares
|
$1.18 Million
0.16% of portfolio
|
Q2 2025
Added 8.12%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
45,878
shares
|
$1.15 Million
0.4% of portfolio
|
Q1 2025
Added 35.42%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
45,162
shares
|
$1.13 Million
0.23% of portfolio
|
Q1 2025
Reduced 37.98%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
44,491
shares
|
$1.12 Million
0.06% of portfolio
|
Q4 2024
Reduced 11.85%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
44,315
shares
|
$1.11 Million
0.58% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Reliant Wealth Planning
|
Apr 28, 2025 Q1 2025 |
43,004
shares
|
$1.08 Million
0.55% of portfolio
|
Q1 2025
Reduced 9.25%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
42,741
shares
|
$1.07 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
42,440
shares
|
$1.06 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
41,466
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jul 17, 2025 Q2 2025 |
41,240
shares
|
$1.03 Million
0.89% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
40,248
shares
|
$1.01 Million
0.16% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
40,169
shares
|
$1.01 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
39,544
shares
|
$992,158
0.38% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
39,428
shares
|
$989,248
0.25% of portfolio
|
Q1 2025
Reduced 33.29%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
May 01, 2025 Q1 2025 |
39,399
shares
|
$988,520
0.55% of portfolio
|
Q1 2025
Added 0.34%
|