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 |
|---|---|---|---|---|---|
|
Austin Private Wealth, LLC
|
Jul 16, 2024 Q2 2024 |
54,205
shares
|
$1.36 Million
0.14% of portfolio
|
Q2 2024
Added 20.26%
|
|
|
Redwood Financial Network Corp
|
Aug 07, 2024 Q2 2024 |
53,149
shares
|
$1.33 Million
1.12% of portfolio
|
Q2 2024
Added 2.84%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
52,561
shares
|
$1.32 Million
0.34% of portfolio
|
Q3 2024
Added 155.56%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
52,055
shares
|
$1.31 Million
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
51,008
shares
|
$1.28 Million
0.2% of portfolio
|
Q2 2024
Reduced 33.16%
|
|
|
Stokes Family Office, LLC
|
Jul 05, 2024 Q2 2024 |
49,785
shares
|
$1.25 Million
0.15% of portfolio
|
Q4 2023
Added 11.16%
|
|
|
Exchange Capital Management, Inc.
|
Jul 23, 2024 Q2 2024 |
49,222
shares
|
$1.23 Million
0.2% of portfolio
|
Q2 2024
Reduced 1.12%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
48,006
shares
|
$1.2 Million
0.05% of portfolio
|
Q2 2020
Added 18.83%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Aug 06, 2024 Q2 2024 |
47,490
shares
|
$1.19 Million
0.29% of portfolio
|
Q2 2024
Added 57.88%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
46,145
shares
|
$1.16 Million
0.36% of portfolio
|
Q3 2024
Added 189.02%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Oct 23, 2024 Q3 2024 |
46,066
shares
|
$1.16 Million
0.2% of portfolio
|
Q3 2024
Reduced 19.83%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 05, 2024 Q2 2024 |
45,865
shares
|
$1.15 Million
0.26% of portfolio
|
Q2 2024
Added 41.67%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
45,688
shares
|
$1.15 Million
0.29% of portfolio
|
Q2 2024
Added 13.09%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
45,012
shares
|
$1.13 Million
0.3% of portfolio
|
Q3 2024
Added 44.2%
|
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
44,346
shares
|
$1.11 Million
0.03% of portfolio
|
Q2 2024
Added 29.54%
|
|
|
Horan Securities, Inc.
|
Aug 09, 2024 Q2 2024 |
43,605
shares
|
$1.09 Million
0.47% of portfolio
|
Q2 2024
Added 15.01%
|
|
|
Weaver Consulting Group
|
Jul 12, 2024 Q2 2024 |
43,061
shares
|
$1.08 Million
0.4% of portfolio
|
Q2 2024
Added 1.03%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
42,894
shares
|
$1.08 Million
0.09% of portfolio
|
Q3 2024
Added 10.36%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
41,292
shares
|
$1.04 Million
0.31% of portfolio
|
Q4 2020
Reduced 66.2%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
40,284
shares
|
$1.01 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Regions Financial Corp
|
Jul 31, 2024 Q2 2024 |
40,008
shares
|
$1 Million
0.01% of portfolio
|
Q2 2024
Added 12.56%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
39,467
shares
|
$990,227
0.54% of portfolio
|
Q3 2024
Added 9.36%
|
|
|
American Money Management, LLC
|
Aug 13, 2024 Q2 2024 |
38,037
shares
|
$954,348
0.2% of portfolio
|
Q2 2024
Reduced 5.82%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
37,997
shares
|
$953,344
0.18% of portfolio
|
Q3 2024
Added 13.32%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
37,713
shares
|
$946,219
0.17% of portfolio
|
Q3 2024
Added 6.74%
|