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 |
|---|---|---|---|---|---|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
9,875
shares
|
$248,455
0.04% of portfolio
|
Q2 2022
Added 1.28%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
9,804
shares
|
$246,668
0.0% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
9,655
shares
|
$242,919
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
9,535
shares
|
$239,900
0.02% of portfolio
|
Q4 2024
Reduced 14.37%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
9,314
shares
|
$234,340
0.09% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
9,108
shares
|
$229,157
0.09% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
8,953
shares
|
$225,257
0.18% of portfolio
|
Q2 2023
Reduced 7.78%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
8,774
shares
|
$220,753
0.06% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
8,746
shares
|
$220,049
0.09% of portfolio
|
Q4 2023
Reduced 4.8%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
8,600
shares
|
$216,376
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
8,566
shares
|
$215,520
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
8,522
shares
|
$214,413
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
8,456
shares
|
$212,752
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,401
shares
|
$211,369
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
8,392
shares
|
$211,142
0.0% of portfolio
|
Q3 2024
Reduced 37.73%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
8,350
shares
|
$210,086
0.06% of portfolio
|
Q3 2024
Added 9.65%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
8,304
shares
|
$208,928
0.0% of portfolio
|
Q3 2024
Added 93.88%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
8,272
shares
|
$208,123
0.08% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
8,183
shares
|
$205,884
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
8,112
shares
|
$204,097
0.01% of portfolio
|
Q3 2024
Added 66.23%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
8,076
shares
|
$203,192
0.02% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
7,776
shares
|
$195,644
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
7,707
shares
|
$193,908
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
7,354
shares
|
$185,026
0.0% of portfolio
|
Q3 2024
Added 80.33%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
6,805
shares
|
$171,213
0.01% of portfolio
|
Q2 2023
Reduced 13.86%
|