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 406 institutions that hold shares in the stock, with a total of 85.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
6,490,663
shares
|
$163 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.94%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,684,180
shares
|
$92.7 Million
0.01% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,154,145
shares
|
$79.4 Million
0.02% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
2,761,929
shares
|
$69.5 Million
1.19% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
2,255,101
shares
|
$56.7 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,168,094
shares
|
$54.5 Million
0.02% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,933,788
shares
|
$48.7 Million
0.02% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,653,743
shares
|
$41.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,599,171
shares
|
$40.2 Million
3.3% of portfolio
|
Q3 2024
Added 50.95%
|
|
|
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%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
1,497,516
shares
|
$37.7 Million
0.18% of portfolio
|
Q3 2024
Added 44.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,419,195
shares
|
$35.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
1,389,444
shares
|
$35 Million
0.5% of portfolio
|
Q4 2024
Added 20.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,342,410
shares
|
$33.8 Million
0.01% of portfolio
|
Q3 2024
Added 10.73%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,312,670
shares
|
$33 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
1,161,494
shares
|
$29.2 Million
4.75% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,006,092
shares
|
$25.3 Million
0.08% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,003,593
shares
|
$25.3 Million
0.17% of portfolio
|
Q3 2024
Reduced 32.63%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
992,492
shares
|
$25 Million
1.22% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
991,224
shares
|
$24.9 Million
4.67% of portfolio
|
Q4 2024
Added 114.54%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
968,786
shares
|
$24.4 Million
0.04% of portfolio
|
Q3 2024
Added 15.46%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
962,942
shares
|
$24.2 Million
1.08% of portfolio
|
Q4 2024
Added 6.74%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
956,187
shares
|
$24.1 Million
2.39% of portfolio
|
Q4 2024
Added 10.43%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
949,518
shares
|
$23.9 Million
2.24% of portfolio
|
Q4 2024
Reduced 10.76%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
922,286
shares
|
$23.2 Million
0.4% of portfolio
|
Q2 2024
Added 29.49%
|