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 365 institutions that hold shares in the stock, with a total of 75.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
676,600
shares
|
$17 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.1%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
671,458
shares
|
$16.9 Million
2.65% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
650,307
shares
|
$16.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 26.57%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
632,038
shares
|
$15.9 Million
1.03% of portfolio
|
Q3 2025
Reduced 8.98%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
612,343
shares
|
$15.4 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
603,301
shares
|
$15.2 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
568,925
shares
|
$14.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
568,766
shares
|
$14.3 Million
1.09% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
566,520
shares
|
$14.2 Million
1.53% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Strid Group, LLC
|
Oct 15, 2025 Q3 2025 |
540,118
shares
|
$13.6 Million
1.79% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
530,277
shares
|
$13.3 Million
5.0% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
513,564
shares
|
$12.9 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
509,073
shares
|
$12.8 Million
0.3% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
497,482
shares
|
$12.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.77%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
489,318
shares
|
$12.3 Million
3.14% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
477,667
shares
|
$12 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
476,318
shares
|
$12 Million
0.0% of portfolio
|
Q3 2025
Reduced 45.72%
|
|
|
Keeler T Homas Management LLC
|
Nov 04, 2025 Q3 2025 |
470,839
shares
|
$11.8 Million
5.07% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
428,594
shares
|
$10.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.23%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
404,584
shares
|
$10.2 Million
0.07% of portfolio
|
Q3 2025
Reduced 28.02%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
391,421
shares
|
$9.84 Million
0.12% of portfolio
|
Q3 2025
Reduced 13.95%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
380,808
shares
|
$9.57 Million
0.08% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
378,089
shares
|
$9.5 Million
0.07% of portfolio
|
Q2 2025
Added 92.04%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
375,865
shares
|
$9.45 Million
0.38% of portfolio
|
Q3 2025
Reduced 7.88%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
357,248
shares
|
$8.98 Million
0.25% of portfolio
|
Q3 2025
Added 0.58%
|
|