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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
38,268
shares
|
$961,674
0.01% of portfolio
|
Q3 2025
Reduced 30.72%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
36,612
shares
|
$920,059
0.0% of portfolio
|
Q3 2025
Added 28.92%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
35,758
shares
|
$898,598
0.0% of portfolio
|
Q3 2025
Added 10.09%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
35,050
shares
|
$880,806
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
34,412
shares
|
$864,773
0.01% of portfolio
|
Q3 2025
Added 8.07%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
34,346
shares
|
$863,114
0.27% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
33,879
shares
|
$851,379
0.08% of portfolio
|
Q2 2023
Reduced 18.14%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
33,535
shares
|
$842,734
0.02% of portfolio
|
Q3 2025
Reduced 75.73%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
33,403
shares
|
$839,417
0.0% of portfolio
|
Q3 2025
Reduced 13.96%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
33,350
shares
|
$838,085
0.49% of portfolio
|
Q3 2025
Added 7.93%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
33,041
shares
|
$830,320
0.07% of portfolio
|
Q2 2025
Reduced 22.69%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
30,364
shares
|
$763,047
0.05% of portfolio
|
Q3 2025
Reduced 19.69%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
30,258
shares
|
$760,383
0.04% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
30,000
shares
|
$753,900
0.17% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
29,797
shares
|
$748,798
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
29,685
shares
|
$745,984
0.44% of portfolio
|
Q3 2025
Reduced 17.12%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
29,532
shares
|
$742,139
0.0% of portfolio
|
Q3 2025
Reduced 17.14%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
29,462
shares
|
$740,380
0.08% of portfolio
|
Q3 2025
Reduced 47.35%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
29,000
shares
|
$728,770
0.21% of portfolio
|
Q2 2018
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
28,782
shares
|
$723,291
0.65% of portfolio
|
Q3 2025
Reduced 12.33%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
27,662
shares
|
$695,146
0.04% of portfolio
|
Q3 2025
Reduced 15.01%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
26,778
shares
|
$672,931
0.02% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
26,115
shares
|
$656,269
0.07% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Nov 12, 2025 Q3 2025 |
25,940
shares
|
$651,872
0.51% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
25,898
shares
|
$650,816
0.12% of portfolio
|
Q3 2025
Reduced 0.77%
|
|