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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
403,867
shares
|
$10.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 11.78%
|
|
|
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%
|
|
|
Signature Wealth Management Group
|
Oct 29, 2025 Q3 2025 |
364,471
shares
|
$9.16 Million
3.82% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
357,248
shares
|
$8.98 Million
0.25% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
354,070
shares
|
$8.9 Million
0.41% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 28, 2025 Q3 2025 |
353,730
shares
|
$8.89 Million
4.65% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
346,137
shares
|
$8.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
333,614
shares
|
$8.38 Million
1.24% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
330,847
shares
|
$8.31 Million
3.24% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
322,125
shares
|
$8.1 Million
1.85% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
320,572
shares
|
$8.06 Million
0.01% of portfolio
|
Q3 2025
Added 50.38%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
319,162
shares
|
$8.02 Million
1.52% of portfolio
|
Q3 2025
Added 20.25%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
316,905
shares
|
$7.96 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
314,182
shares
|
$7.9 Million
3.84% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
311,329
shares
|
$7.82 Million
0.34% of portfolio
|
Q3 2025
Reduced 10.3%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
290,014
shares
|
$7.29 Million
0.26% of portfolio
|
Q3 2025
Reduced 21.09%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
289,330
shares
|
$7.27 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Inves Trust
Oklahoma City, OK |
Oct 02, 2025 Q3 2025 |
286,074
shares
|
$7.19 Million
2.64% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
280,364
shares
|
$7.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.17%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 17, 2025 Q3 2025 |
279,600
shares
|
$7.03 Million
2.87% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
275,368
shares
|
$6.92 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
275,300
shares
|
$6.92 Million
0.0% of portfolio
|
Q3 2025
Added 1.42%
|
|