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 |
|---|---|---|---|---|---|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
248,911
shares
|
$6.26 Million
0.27% of portfolio
|
Q4 2024
Added 107.94%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
246,671
shares
|
$6.21 Million
0.15% of portfolio
|
Q1 2024
Added 2.12%
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
245,168
shares
|
$6.17 Million
1.02% of portfolio
|
Q4 2024
Reduced 22.52%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
243,439
shares
|
$6.12 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
232,947
shares
|
$5.86 Million
0.37% of portfolio
|
Q4 2024
Added 22.67%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
232,039
shares
|
$5.84 Million
1.01% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
225,357
shares
|
$5.67 Million
0.93% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
223,812
shares
|
$5.63 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
215,343
shares
|
$5.42 Million
0.03% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
212,604
shares
|
$5.35 Million
0.85% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
199,415
shares
|
$5.02 Million
0.15% of portfolio
|
Q3 2024
Reduced 52.74%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
195,402
shares
|
$4.92 Million
0.09% of portfolio
|
Q4 2024
Added 15.43%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
194,346
shares
|
$4.89 Million
0.04% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
193,662
shares
|
$4.87 Million
0.02% of portfolio
|
Q3 2024
Added 11.52%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
193,400
shares
|
$4.87 Million
0.03% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
192,270
shares
|
$4.84 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
189,717
shares
|
$4.77 Million
1.17% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
187,049
shares
|
$4.71 Million
0.02% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
186,590
shares
|
$4.69 Million
1.02% of portfolio
|
Q4 2024
Added 52.59%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
184,733
shares
|
$4.65 Million
2.65% of portfolio
|
Q4 2022
Reduced 17.64%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
182,113
shares
|
$4.58 Million
0.62% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
181,806
shares
|
$4.57 Million
3.95% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
181,159
shares
|
$4.56 Million
2.58% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
180,592
shares
|
$4.54 Million
0.36% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
174,063
shares
|
$4.38 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.24%
|