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 419 institutions that hold shares in the stock, with a total of 94.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
449,516
shares
|
$11.3 Million
0.13% of portfolio
|
Q4 2024
Added 11.02%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
441,125
shares
|
$11.1 Million
0.16% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
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%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
421,546
shares
|
$10.6 Million
0.31% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
416,415
shares
|
$10.5 Million
1.52% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
404,178
shares
|
$10.1 Million
0.03% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
403,867
shares
|
$10.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 11.78%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
386,091
shares
|
$9.69 Million
0.48% of portfolio
|
Q4 2024
Added 19.55%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
371,036
shares
|
$9.31 Million
0.84% of portfolio
|
Q4 2024
Added 11.79%
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
356,340
shares
|
$8.94 Million
3.77% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
347,050
shares
|
$8.71 Million
0.0% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
345,949
shares
|
$8.68 Million
1.46% of portfolio
|
Q4 2024
Added 17.48%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
336,356
shares
|
$8.44 Million
4.59% of portfolio
|
Q4 2024
Added 9.98%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
335,005
shares
|
$8.41 Million
0.63% of portfolio
|
Q4 2024
Added 1565.2%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
329,319
shares
|
$8.27 Million
4.73% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
328,607
shares
|
$8.25 Million
0.31% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
322,423
shares
|
$8.09 Million
2.25% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
321,642
shares
|
$8.07 Million
0.09% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
320,333
shares
|
$8.04 Million
0.05% of portfolio
|
Q4 2024
Added 22.69%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
315,835
shares
|
$7.93 Million
0.27% of portfolio
|
Q4 2024
Added 10.49%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
304,848
shares
|
$7.65 Million
2.34% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
302,792
shares
|
$7.6 Million
0.37% of portfolio
|
Q4 2024
Added 422.33%
|
|
|
Hamel Associates, Inc.
|
Feb 05, 2025 Q4 2024 |
300,927
shares
|
$7.55 Million
2.45% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
296,719
shares
|
$7.45 Million
3.46% of portfolio
|
Q4 2024
Added 17.35%
|