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 |
|---|---|---|---|---|---|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 13, 2024 Q2 2024 |
37,486
shares
|
$940,523
0.43% of portfolio
|
Q2 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
36,266
shares
|
$909,913
0.06% of portfolio
|
Q2 2024
Added 33.99%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
36,114
shares
|
$906,100
0.2% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
35,964
shares
|
$902,336
0.18% of portfolio
|
Q3 2024
Reduced 26.02%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
35,654
shares
|
$894,558
0.14% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
35,598
shares
|
$893,153
0.49% of portfolio
|
Q3 2024
Reduced 34.59%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
34,399
shares
|
$863,070
0.08% of portfolio
|
Q3 2024
Added 16.11%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
33,879
shares
|
$850,024
0.08% of portfolio
|
Q2 2023
Reduced 18.14%
|
|
|
Fairhaven Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
31,413
shares
|
$788,152
0.26% of portfolio
|
Q2 2024
Added 9.18%
|
|
|
Reliant Wealth Planning
|
Oct 24, 2024 Q3 2024 |
31,337
shares
|
$786,245
0.34% of portfolio
|
Q3 2024
Added 14.58%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
31,333
shares
|
$786,144
0.46% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 06, 2024 Q2 2024 |
31,166
shares
|
$781,954
0.35% of portfolio
|
Q2 2024
Reduced 87.19%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 18, 2024 Q2 2024 |
30,878
shares
|
$774,729
0.06% of portfolio
|
Q2 2024
Reduced 28.98%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
30,577
shares
|
$767,176
0.09% of portfolio
|
Q3 2024
Added 35.11%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 16, 2024 Q2 2024 |
30,364
shares
|
$761,832
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
30,258
shares
|
$759,173
0.05% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
29,928
shares
|
$750,893
0.34% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2024 Q2 2024 |
29,334
shares
|
$735,990
0.25% of portfolio
|
Q2 2024
Added 7.45%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
29,000
shares
|
$727,610
0.21% of portfolio
|
Q2 2018
New holding
|
|
|
Montecito Bank & Trust
|
Jul 17, 2024 Q2 2024 |
28,978
shares
|
$727,058
0.15% of portfolio
|
Q2 2024
Added 77.87%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
28,718
shares
|
$720,534
0.0% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Heartland Bank & Trust CO
|
Oct 22, 2024 Q3 2024 |
28,629
shares
|
$718,301
0.39% of portfolio
|
Q3 2024
Added 16.51%
|
|
|
One Plus One Wealth Management, LLC
|
Jul 22, 2024 Q2 2024 |
27,467
shares
|
$689,147
0.39% of portfolio
|
Q2 2024
New holding
|
|
|
Atwater Malick LLC
|
Oct 10, 2024 Q3 2024 |
27,164
shares
|
$681,544
0.22% of portfolio
|
Q1 2024
Added 5.5%
|
|
|
Crescent Grove Advisors, LLC
|
Jul 22, 2024 Q2 2024 |
26,937
shares
|
$675,849
0.08% of portfolio
|
Q2 2024
Reduced 1.11%
|