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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
45,486
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
45,039
shares
|
$1.13 Million
0.25% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
44,632
shares
|
$1.12 Million
0.16% of portfolio
|
Q3 2025
Added 7.25%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
44,491
shares
|
$1.12 Million
0.05% of portfolio
|
Q4 2024
Reduced 11.85%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
44,453
shares
|
$1.12 Million
0.37% of portfolio
|
Q3 2025
Reduced 14.04%
|
|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
43,004
shares
|
$1.08 Million
0.41% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
42,236
shares
|
$1.06 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
41,810
shares
|
$1.05 Million
0.42% of portfolio
|
Q3 2025
Reduced 15.0%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Oct 14, 2025 Q3 2025 |
41,675
shares
|
$1.05 Million
0.72% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
41,013
shares
|
$1.03 Million
0.24% of portfolio
|
Q3 2025
Added 71.57%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
40,299
shares
|
$1.01 Million
0.35% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
39,551
shares
|
$993,916
0.35% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
39,496
shares
|
$992,534
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
39,206
shares
|
$985,246
0.14% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
39,023
shares
|
$980,647
0.13% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
38,268
shares
|
$961,674
0.01% of portfolio
|
Q3 2025
Reduced 30.72%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 16, 2025 Q3 2025 |
37,109
shares
|
$932,549
0.2% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
36,612
shares
|
$920,059
0.0% of portfolio
|
Q3 2025
Added 28.92%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
36,578
shares
|
$919,205
0.8% of portfolio
|
Q3 2025
Reduced 11.6%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
35,758
shares
|
$898,598
0.0% of portfolio
|
Q3 2025
Added 10.09%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
35,050
shares
|
$880,806
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
34,412
shares
|
$864,773
0.01% of portfolio
|
Q3 2025
Added 8.07%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
34,346
shares
|
$863,114
0.27% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
33,879
shares
|
$851,379
0.08% of portfolio
|
Q2 2023
Reduced 18.14%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
33,535
shares
|
$842,734
0.02% of portfolio
|
Q3 2025
Reduced 75.73%
|
|