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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
861,584
shares
|
$21.7 Million
0.02% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
817,737
shares
|
$20.6 Million
0.4% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
797,310
shares
|
$20.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
760,541
shares
|
$19.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
727,318
shares
|
$18.3 Million
0.38% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
704,100
shares
|
$17.7 Million
0.03% of portfolio
|
Q3 2024
Added 79.94%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
693,230
shares
|
$17.4 Million
0.03% of portfolio
|
Q3 2024
Added 27.64%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
676,600
shares
|
$17 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.1%
|
|
|
Keeler T Homas Management LLC
|
Oct 17, 2024 Q3 2024 |
659,633
shares
|
$16.6 Million
5.35% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
657,205
shares
|
$16.5 Million
0.41% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
623,986
shares
|
$15.7 Million
1.1% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
617,003
shares
|
$15.5 Million
1.79% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
615,690
shares
|
$15.5 Million
0.02% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
591,170
shares
|
$14.9 Million
0.06% of portfolio
|
Q3 2024
Added 16.86%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
569,436
shares
|
$14.3 Million
1.55% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
552,461
shares
|
$13.9 Million
2.18% of portfolio
|
Q4 2024
Added 9.34%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
536,684
shares
|
$13.5 Million
1.26% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
534,821
shares
|
$13.5 Million
0.71% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
515,225
shares
|
$13 Million
5.63% of portfolio
|
Q3 2024
Added 1274.45%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
505,709
shares
|
$12.7 Million
1.47% of portfolio
|
Q2 2024
Added 3.82%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
495,562
shares
|
$12.5 Million
3.94% of portfolio
|
Q4 2024
Added 973.92%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
478,125
shares
|
$12 Million
0.07% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
432,603
shares
|
$10.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 65.9%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
425,354
shares
|
$10.7 Million
0.58% of portfolio
|
Q4 2024
Added 28.73%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jan 28, 2025 Q4 2024 |
421,587
shares
|
$10.6 Million
6.28% of portfolio
|
Q4 2024
Added 112.48%
|