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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
32,100
shares
|
$806,673
0.03% of portfolio
|
Q3 2025
Reduced 15.91%
|
|
|
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
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
29,768
shares
|
$748,069
0.01% of portfolio
|
Q3 2025
Reduced 10.69%
|
|
|
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%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
29,438
shares
|
$739,776
0.05% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Oct 06, 2025 Q3 2025 |
29,222
shares
|
$734,348
0.33% of portfolio
|
Q3 2025
Added 128.98%
|
|
|
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%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Nov 04, 2025 Q3 2025 |
25,022
shares
|
$628,802
0.31% of portfolio
|
Q3 2025
Reduced 7.67%
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
24,884
shares
|
$625,334
0.03% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
24,882
shares
|
$625,284
0.0% of portfolio
|
Q3 2025
Reduced 21.33%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
23,916
shares
|
$601,009
0.1% of portfolio
|
Q3 2025
Reduced 3.74%
|
|