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 381 institutions that hold shares in the stock, with a total of 80.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
7,455,762
shares
|
$187 Million
0.02% of portfolio
|
Q2 2024
Added 2.6%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
3,420,938
shares
|
$85.8 Million
0.01% of portfolio
|
Q2 2024
Added 4.65%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
3,030,874
shares
|
$76 Million
0.02% of portfolio
|
Q2 2024
Added 5.93%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
2,761,929
shares
|
$69.3 Million
1.19% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
2,350,553
shares
|
$59 Million
0.15% of portfolio
|
Q2 2024
Reduced 1.71%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
2,037,651
shares
|
$51.1 Million
0.02% of portfolio
|
Q2 2024
Added 3.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,808,412
shares
|
$45.4 Million
0.02% of portfolio
|
Q2 2024
Added 8.07%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
1,704,438
shares
|
$42.8 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,520,883
shares
|
$38.2 Million
0.05% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
1,489,769
shares
|
$37.4 Million
0.28% of portfolio
|
Q2 2024
Reduced 3.73%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,456,660
shares
|
$36.5 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.33%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,312,670
shares
|
$32.9 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
1,268,730
shares
|
$31.8 Million
0.04% of portfolio
|
Q2 2024
Added 21.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,212,345
shares
|
$30.4 Million
0.01% of portfolio
|
Q2 2024
Reduced 10.24%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
1,161,494
shares
|
$29.1 Million
4.75% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
1,155,250
shares
|
$29 Million
0.43% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
1,064,045
shares
|
$26.7 Million
2.62% of portfolio
|
Q3 2024
Reduced 9.67%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
1,059,376
shares
|
$26.6 Million
2.73% of portfolio
|
Q2 2024
Added 5.39%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
1,039,682
shares
|
$26.1 Million
0.14% of portfolio
|
Q2 2024
Added 38.67%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
992,492
shares
|
$24.9 Million
1.22% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
968,786
shares
|
$24.3 Million
0.04% of portfolio
|
Q3 2024
Added 15.46%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
953,647
shares
|
$23.9 Million
0.08% of portfolio
|
Q2 2024
Added 15.83%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
922,286
shares
|
$23.1 Million
0.4% of portfolio
|
Q2 2024
Added 29.49%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
865,912
shares
|
$21.7 Million
2.14% of portfolio
|
Q3 2024
Added 13.27%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
860,333
shares
|
$21.6 Million
0.02% of portfolio
|
Q2 2024
Added 59.28%
|