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 335 institutions that hold shares in the stock, with a total of 72.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
8,746
shares
|
$219,786
0.08% of portfolio
|
Q4 2023
Reduced 4.8%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
8,520
shares
|
$214,107
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Nov 14, 2025 Q3 2025 |
8,425
shares
|
$211,720
0.05% of portfolio
|
Q3 2025
Reduced 8.17%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,401
shares
|
$211,117
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
8,359
shares
|
$210,061
0.02% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
8,279
shares
|
$208,051
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
8,169
shares
|
$205,286
0.05% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
8,050
shares
|
$202,296
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
8,025
shares
|
$201,668
0.0% of portfolio
|
Q2 2025
Reduced 56.62%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
8,000
shares
|
$201,040
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
7,247
shares
|
$182,117
0.01% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
7,133
shares
|
$179,252
0.05% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
6,819
shares
|
$171,361
0.02% of portfolio
|
Q1 2025
Reduced 71.1%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
6,805
shares
|
$171,009
0.01% of portfolio
|
Q2 2023
Reduced 13.86%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
6,709
shares
|
$168,597
0.12% of portfolio
|
Q2 2025
Added 70.93%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
6,500
shares
|
$163,345
0.0% of portfolio
|
Q3 2025
Reduced 29.29%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
6,149
shares
|
$154,524
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
6,000
shares
|
$150,780
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
5,525
shares
|
$138,843
0.0% of portfolio
|
Q3 2025
Reduced 48.46%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
5,425
shares
|
$136,330
0.03% of portfolio
|
Q3 2025
Reduced 47.61%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
5,080
shares
|
$127,660
0.06% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
4,473
shares
|
$112,406
0.0% of portfolio
|
Q2 2025
Added 55.96%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
4,473
shares
|
$112,406
0.0% of portfolio
|
Q3 2025
Reduced 13.06%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
4,423
shares
|
$111,149
0.01% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Nov 13, 2025 Q3 2025 |
4,310
shares
|
$108,310
0.08% of portfolio
|
Q3 2025
Added 13.12%
|
|