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 359 institutions that hold shares in the stock, with a total of 74.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
149,145
shares
|
$3.75 Million
0.21% of portfolio
|
Q1 2025
Added 13.7%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
141,075
shares
|
$3.55 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
135,276
shares
|
$3.4 Million
0.24% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
132,858
shares
|
$3.34 Million
0.22% of portfolio
|
Q4 2023
Added 394.04%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
126,143
shares
|
$3.17 Million
0.35% of portfolio
|
Q2 2023
Added 61.29%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
122,944
shares
|
$3.09 Million
1.14% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
121,078
shares
|
$3.04 Million
0.66% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
120,251
shares
|
$3.02 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.63%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
117,974
shares
|
$2.96 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.36%
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
115,689
shares
|
$2.91 Million
1.22% of portfolio
|
Q3 2025
Added 25.63%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
114,900
shares
|
$2.89 Million
0.08% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 28, 2025 Q3 2025 |
113,285
shares
|
$2.85 Million
1.82% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
112,989
shares
|
$2.84 Million
0.2% of portfolio
|
Q3 2025
Added 19.81%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
112,892
shares
|
$2.84 Million
0.24% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
110,136
shares
|
$2.77 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
104,780
shares
|
$2.63 Million
0.44% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
102,592
shares
|
$2.58 Million
0.89% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Oct 28, 2025 Q3 2025 |
95,110
shares
|
$2.39 Million
2.11% of portfolio
|
Q3 2025
Reduced 62.69%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 17, 2025 Q3 2025 |
89,400
shares
|
$2.25 Million
0.28% of portfolio
|
Q3 2025
Reduced 40.01%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
88,712
shares
|
$2.23 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
86,718
shares
|
$2.18 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
85,908
shares
|
$2.16 Million
1.05% of portfolio
|
Q3 2025
Reduced 37.85%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
85,153
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2025
Added 71.51%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
84,699
shares
|
$2.13 Million
0.13% of portfolio
|
Q3 2025
Added 43.08%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
84,185
shares
|
$2.12 Million
0.34% of portfolio
|
Q2 2025
Reduced 6.33%
|
|