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 421 institutions that hold shares in the stock, with a total of 85.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
6,375,127
shares
|
$160 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.3%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
3,507,777
shares
|
$88.2 Million
1.31% of portfolio
|
Q2 2025
Reduced 11.07%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
3,481,802
shares
|
$87.5 Million
0.28% of portfolio
|
Q3 2025
Added 17.03%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,212,382
shares
|
$80.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,669,916
shares
|
$67.1 Million
0.02% of portfolio
|
Q3 2025
Added 10.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
2,297,242
shares
|
$57.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,095,570
shares
|
$52.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 21.04%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,820,985
shares
|
$45.8 Million
0.06% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
1,644,079
shares
|
$41.3 Million
2.89% of portfolio
|
Q3 2025
Reduced 10.05%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,520,883
shares
|
$38.2 Million
0.05% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
1,324,347
shares
|
$33.3 Million
0.42% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
1,289,241
shares
|
$32.4 Million
4.57% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
1,229,636
shares
|
$30.9 Million
2.32% of portfolio
|
Q3 2025
Added 12.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,054,686
shares
|
$26.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
1,037,391
shares
|
$26.1 Million
0.06% of portfolio
|
Q3 2025
Reduced 19.09%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
988,940
shares
|
$24.9 Million
2.14% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
973,740
shares
|
$24.5 Million
0.97% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
926,784
shares
|
$23.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.05%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
922,286
shares
|
$23.2 Million
0.4% of portfolio
|
Q2 2024
Added 29.49%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
901,792
shares
|
$22.7 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
851,541
shares
|
$21.4 Million
0.35% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
838,905
shares
|
$21.1 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.83%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
834,570
shares
|
$21 Million
1.12% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
786,165
shares
|
$19.8 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
760,736
shares
|
$19.1 Million
3.33% of portfolio
|
Q3 2025
Added 0.08%
|
|