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 |
|---|---|---|---|---|---|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
18,347
shares
|
$461,610
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
18,258
shares
|
$459,371
0.4% of portfolio
|
Q3 2024
Added 10.93%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
17,975
shares
|
$452,251
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
17,881
shares
|
$449,885
0.08% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
17,013
shares
|
$428,047
0.06% of portfolio
|
Q3 2024
Added 81.63%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
16,660
shares
|
$419,165
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
16,462
shares
|
$414,183
0.04% of portfolio
|
Q4 2023
Reduced 2.37%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
16,455
shares
|
$414,007
0.2% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
16,440
shares
|
$413,630
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
16,300
shares
|
$410,108
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
16,134
shares
|
$405,931
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
16,121
shares
|
$405,604
0.07% of portfolio
|
Q2 2024
Added 9.27%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
16,093
shares
|
$404,899
0.01% of portfolio
|
Q4 2024
Reduced 12.82%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
15,867
shares
|
$399,213
0.13% of portfolio
|
Q2 2024
Added 5.37%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
15,596
shares
|
$392,395
0.01% of portfolio
|
Q3 2024
Reduced 19.8%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
15,409
shares
|
$387,690
0.43% of portfolio
|
Q4 2023
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
15,240
shares
|
$383,438
0.09% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
14,623
shares
|
$367,914
0.13% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jan 27, 2025 Q4 2024 |
14,055
shares
|
$353,623
0.2% of portfolio
|
Q4 2024
Added 10.37%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
14,038
shares
|
$353,196
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Nov 13, 2024 Q3 2024 |
13,896
shares
|
$349,623
0.31% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
13,866
shares
|
$348,868
0.0% of portfolio
|
Q3 2024
Added 19.98%
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
13,750
shares
|
$345,950
0.06% of portfolio
|
Q4 2023
Reduced 13.25%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
13,236
shares
|
$333,017
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
12,800
shares
|
$322,048
0.12% of portfolio
|
Q4 2024
Reduced 7.25%
|