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 |
|---|---|---|---|---|---|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
333,614
shares
|
$8.38 Million
1.24% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
330,847
shares
|
$8.31 Million
3.24% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
322,125
shares
|
$8.1 Million
1.85% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
320,572
shares
|
$8.06 Million
0.01% of portfolio
|
Q3 2025
Added 50.38%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
319,162
shares
|
$8.02 Million
1.52% of portfolio
|
Q3 2025
Added 20.25%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
316,905
shares
|
$7.96 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
311,329
shares
|
$7.82 Million
0.34% of portfolio
|
Q3 2025
Reduced 10.3%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
290,014
shares
|
$7.29 Million
0.26% of portfolio
|
Q3 2025
Reduced 21.09%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
289,330
shares
|
$7.27 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 17, 2025 Q3 2025 |
279,600
shares
|
$7.03 Million
2.87% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
275,368
shares
|
$6.92 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
275,300
shares
|
$6.92 Million
0.0% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
274,945
shares
|
$6.91 Million
0.07% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
256,578
shares
|
$6.45 Million
0.49% of portfolio
|
Q3 2025
Reduced 17.29%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
252,649
shares
|
$6.35 Million
0.05% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
246,671
shares
|
$6.2 Million
0.15% of portfolio
|
Q1 2024
Added 2.12%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
244,925
shares
|
$6.15 Million
0.06% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
244,755
shares
|
$6.15 Million
2.12% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
232,039
shares
|
$5.83 Million
1.01% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
227,886
shares
|
$5.73 Million
1.26% of portfolio
|
Q1 2025
Added 22.13%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
226,433
shares
|
$5.69 Million
1.13% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Hamel Associates, Inc.
|
Nov 12, 2025 Q3 2025 |
216,638
shares
|
$5.44 Million
1.68% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
213,139
shares
|
$5.36 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
210,849
shares
|
$5.3 Million
0.67% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
205,441
shares
|
$5.16 Million
0.21% of portfolio
|
Q3 2025
Added 13.54%
|
|