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 428 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $2.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
6,887,488
shares
|
$173 Million
0.01% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
5,063,575
shares
|
$127 Million
1.07% of portfolio
|
Q1 2025
Reduced 96.02%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
4,110,339
shares
|
$103 Million
0.01% of portfolio
|
Q4 2024
Added 11.57%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
3,287,717
shares
|
$82.7 Million
1.48% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
3,179,517
shares
|
$80 Million
0.02% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,481,868
shares
|
$62.4 Million
0.02% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,405,411
shares
|
$60.5 Million
0.02% of portfolio
|
Q1 2025
Added 7.33%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,205,709
shares
|
$55.5 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
2,171,971
shares
|
$54.6 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
2,024,550
shares
|
$50.9 Million
4.13% of portfolio
|
Q4 2024
Added 26.6%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
1,843,856
shares
|
$46.4 Million
0.21% of portfolio
|
Q4 2024
Added 23.13%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,575,939
shares
|
$39.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,520,883
shares
|
$38.3 Million
0.05% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
1,428,575
shares
|
$35.9 Million
0.57% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,362,365
shares
|
$34.3 Million
0.05% of portfolio
|
Q4 2024
Added 40.63%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,299,473
shares
|
$32.7 Million
0.1% of portfolio
|
Q4 2024
Added 29.16%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,294,911
shares
|
$32.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
1,293,808
shares
|
$32.5 Million
0.05% of portfolio
|
Q4 2024
Added 83.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,279,178
shares
|
$32.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.87%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
May 06, 2025 Q1 2025 |
1,236,860
shares
|
$31.1 Million
5.11% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,231,584
shares
|
$31 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,075,161
shares
|
$27 Million
0.17% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
1,043,946
shares
|
$26.3 Million
2.36% of portfolio
|
Q1 2025
Added 9.94%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
963,931
shares
|
$24.2 Million
1.51% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
962,942
shares
|
$24.2 Million
1.08% of portfolio
|
Q4 2024
Added 6.74%
|