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 322 institutions that hold shares in the stock, with a total of 70.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
22,443
shares
|
$563,992
0.1% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
22,427
shares
|
$563,590
0.18% of portfolio
|
Q3 2025
Reduced 13.3%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
22,000
shares
|
$552,860
0.03% of portfolio
|
Q1 2024
Reduced 15.38%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
21,885
shares
|
$549,970
0.02% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
21,800
shares
|
$547,834
0.09% of portfolio
|
Q2 2023
Reduced 7.63%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
21,669
shares
|
$544,541
0.0% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
21,524
shares
|
$540,898
0.01% of portfolio
|
Q3 2025
Reduced 9.9%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
21,120
shares
|
$530,745
0.01% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
21,094
shares
|
$530,092
0.2% of portfolio
|
Q3 2025
Reduced 34.6%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
20,912
shares
|
$525,518
0.15% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
20,783
shares
|
$522,276
0.22% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
20,554
shares
|
$516,522
0.43% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
20,030
shares
|
$503,353
0.2% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
19,133
shares
|
$480,812
0.15% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
19,121
shares
|
$480,510
0.08% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
18,958
shares
|
$476,414
0.08% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
18,857
shares
|
$473,876
0.04% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
18,477
shares
|
$464,327
0.12% of portfolio
|
Q3 2025
Reduced 8.98%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
18,258
shares
|
$458,823
0.4% of portfolio
|
Q3 2024
Added 10.93%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
17,975
shares
|
$451,711
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
17,893
shares
|
$449,651
0.02% of portfolio
|
Q3 2025
Added 10.89%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
17,878
shares
|
$449,274
0.02% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
17,625
shares
|
$442,916
0.05% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
17,519
shares
|
$440,252
0.05% of portfolio
|
Q2 2025
Added 65.96%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
17,492
shares
|
$439,573
0.07% of portfolio
|
Q3 2025
Reduced 2.46%
|
|