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 |
|---|---|---|---|---|---|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
83,016
shares
|
$2.09 Million
1.18% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
81,712
shares
|
$2.05 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 05, 2025 Q3 2025 |
80,953
shares
|
$2.03 Million
0.4% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
80,246
shares
|
$2.02 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
79,616
shares
|
$2 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 12, 2025 Q3 2025 |
78,551
shares
|
$1.97 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
78,491
shares
|
$1.97 Million
0.23% of portfolio
|
Q3 2025
Added 76.71%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
76,737
shares
|
$1.93 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
73,853
shares
|
$1.86 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Crestmont Private Wealth LLC
|
Nov 12, 2025 Q3 2025 |
73,343
shares
|
$1.84 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
73,266
shares
|
$1.84 Million
0.62% of portfolio
|
Q3 2025
Reduced 7.77%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
71,858
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2025
Added 165.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
71,843
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2025
Added 51.49%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
69,982
shares
|
$1.76 Million
0.93% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
68,954
shares
|
$1.73 Million
0.16% of portfolio
|
Q4 2024
Added 72.55%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
67,499
shares
|
$1.7 Million
0.25% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
67,003
shares
|
$1.68 Million
0.89% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
65,485
shares
|
$1.65 Million
0.43% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
65,156
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
62,560
shares
|
$1.57 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
60,726
shares
|
$1.53 Million
1.0% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
59,681
shares
|
$1.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
57,729
shares
|
$1.45 Million
0.25% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
54,734
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
54,072
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2025
Reduced 11.11%
|
|