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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
274,945
shares
|
$6.91 Million
0.07% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
256,578
shares
|
$6.45 Million
0.49% of portfolio
|
Q3 2025
Reduced 17.29%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
252,649
shares
|
$6.35 Million
0.05% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Tlwm
San Antonio, TX |
Oct 10, 2025 Q3 2025 |
246,721
shares
|
$6.2 Million
1.13% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
246,671
shares
|
$6.2 Million
0.15% of portfolio
|
Q1 2024
Added 2.12%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
244,925
shares
|
$6.15 Million
0.06% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
244,755
shares
|
$6.15 Million
2.12% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
232,039
shares
|
$5.83 Million
1.01% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
231,251
shares
|
$5.81 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
227,886
shares
|
$5.73 Million
1.26% of portfolio
|
Q1 2025
Added 22.13%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
226,433
shares
|
$5.69 Million
1.13% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Hamel Associates, Inc.
|
Nov 12, 2025 Q3 2025 |
216,638
shares
|
$5.44 Million
1.68% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
213,139
shares
|
$5.36 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
210,849
shares
|
$5.3 Million
0.67% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
205,441
shares
|
$5.16 Million
0.21% of portfolio
|
Q3 2025
Added 13.54%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
199,646
shares
|
$5.02 Million
0.0% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
199,005
shares
|
$5 Million
0.09% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
198,501
shares
|
$4.99 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.59%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
197,873
shares
|
$4.97 Million
0.44% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 15, 2025 Q3 2025 |
194,135
shares
|
$4.88 Million
2.92% of portfolio
|
Q3 2025
Added 8.34%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
191,444
shares
|
$4.81 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
184,733
shares
|
$4.64 Million
2.65% of portfolio
|
Q4 2022
Reduced 17.64%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
183,663
shares
|
$4.62 Million
0.64% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
181,228
shares
|
$4.55 Million
0.09% of portfolio
|
Q3 2025
Reduced 11.28%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
179,566
shares
|
$4.51 Million
1.14% of portfolio
|
Q3 2025
Reduced 0.61%
|
|