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 100 Million shares, which have been reported (via 13F filing form) to have a value of $2.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
192,270
shares
|
$4.83 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
188,701
shares
|
$4.74 Million
0.01% of portfolio
|
Q4 2024
Added 15.55%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
186,657
shares
|
$4.69 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
185,114
shares
|
$4.65 Million
0.67% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
184,733
shares
|
$4.64 Million
2.65% of portfolio
|
Q4 2022
Reduced 17.64%
|
|
|
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%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
181,204
shares
|
$4.55 Million
0.22% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
181,159
shares
|
$4.55 Million
2.58% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
180,592
shares
|
$4.53 Million
0.36% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
179,703
shares
|
$4.51 Million
0.49% of portfolio
|
Q4 2024
Added 7.65%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
176,994
shares
|
$4.44 Million
0.1% of portfolio
|
Q1 2025
Reduced 16.63%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Apr 15, 2025 Q1 2025 |
174,705
shares
|
$4.39 Million
2.8% of portfolio
|
Q1 2025
Added 13.07%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
172,770
shares
|
$4.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
170,325
shares
|
$4.28 Million
1.39% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Praetorian Wealth Management, Inc.
|
Apr 16, 2025 Q1 2025 |
169,107
shares
|
$4.25 Million
1.06% of portfolio
|
Q1 2025
Reduced 10.86%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
168,160
shares
|
$4.22 Million
1.22% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
168,133
shares
|
$4.22 Million
0.31% of portfolio
|
Q4 2024
Added 41.05%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
162,106
shares
|
$4.07 Million
1.34% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
157,949
shares
|
$3.97 Million
0.43% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
155,038
shares
|
$3.89 Million
2.56% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
153,850
shares
|
$3.86 Million
0.35% of portfolio
|
Q4 2024
Reduced 26.81%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
150,720
shares
|
$3.78 Million
0.33% of portfolio
|
Q4 2024
Added 41.04%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
144,866
shares
|
$3.64 Million
1.67% of portfolio
|
Q4 2024
Added 35.54%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
139,021
shares
|
$3.49 Million
0.75% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
137,033
shares
|
$3.44 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.91%
|