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 |
|---|---|---|---|---|---|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
12,208
shares
|
$306,787
0.22% of portfolio
|
Q2 2025
Reduced 18.67%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
12,200
shares
|
$306,586
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
11,545
shares
|
$290,125
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
11,000
shares
|
$276,430
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Nov 12, 2025 Q3 2025 |
10,995
shares
|
$276,304
0.16% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
10,885
shares
|
$273,540
0.01% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
10,750
shares
|
$270,147
0.04% of portfolio
|
Q2 2025
Reduced 21.82%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
10,738
shares
|
$269,845
0.03% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$251,300
0.02% of portfolio
|
Q1 2025
Reduced 23.66%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 12, 2025 Q3 2025 |
9,988
shares
|
$250,998
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Claret Asset Management Corp
|
Nov 13, 2025 Q3 2025 |
9,875
shares
|
$248,158
0.03% of portfolio
|
Q2 2022
Added 1.28%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
9,873
shares
|
$248,108
0.06% of portfolio
|
Q3 2025
Reduced 54.05%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
9,689
shares
|
$243,484
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
9,655
shares
|
$242,630
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
9,623
shares
|
$241,825
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
9,200
shares
|
$231,196
0.01% of portfolio
|
Q3 2025
Reduced 14.02%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
8,953
shares
|
$224,988
0.18% of portfolio
|
Q2 2023
Reduced 7.78%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
8,939
shares
|
$224,637
0.08% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
8,520
shares
|
$214,107
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Nov 14, 2025 Q3 2025 |
8,425
shares
|
$211,720
0.05% of portfolio
|
Q3 2025
Reduced 8.17%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,401
shares
|
$211,117
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
8,279
shares
|
$208,051
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
8,169
shares
|
$205,286
0.05% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
8,050
shares
|
$202,296
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
8,025
shares
|
$201,668
0.0% of portfolio
|
Q2 2025
Reduced 56.62%
|
|