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 368 institutions that hold shares in the stock, with a total of 76.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
7,267,162
shares
|
$181 Million
0.02% of portfolio
|
Q1 2024
Added 7.23%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
3,268,890
shares
|
$81.2 Million
0.01% of portfolio
|
Q1 2024
Reduced 15.39%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
2,861,149
shares
|
$71.1 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.46%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
2,391,368
shares
|
$59.4 Million
0.17% of portfolio
|
Q1 2024
Added 44.05%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 13, 2024 Q4 2023 |
2,124,122
shares
|
$52.8 Million
1.09% of portfolio
|
Q4 2023
Added 24.27%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
1,977,723
shares
|
$49.1 Million
0.02% of portfolio
|
Q1 2024
Added 20.63%
|
|
|
Capital Advisors Inc
|
Apr 29, 2024 Q1 2024 |
1,803,360
shares
|
$44.8 Million
0.97% of portfolio
|
Q1 2024
Added 8.94%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
1,708,259
shares
|
$42.4 Million
0.01% of portfolio
|
Q1 2024
Added 7.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,673,431
shares
|
$41.6 Million
0.02% of portfolio
|
Q1 2024
Reduced 7.36%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1,555,030
shares
|
$38.6 Million
0.01% of portfolio
|
Q1 2024
Added 1.73%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
1,547,419
shares
|
$38.4 Million
0.34% of portfolio
|
Q1 2024
Reduced 37.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,528,694
shares
|
$38 Million
0.06% of portfolio
|
Q1 2024
Added 6.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,350,690
shares
|
$33.6 Million
0.01% of portfolio
|
Q1 2024
Added 39.29%
|
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
1,340,314
shares
|
$33.3 Million
0.05% of portfolio
|
Q1 2024
Added 4.18%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
May 09, 2024 Q1 2024 |
1,076,626
shares
|
$26.7 Million
4.89% of portfolio
|
Q1 2024
Added 8.84%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
1,042,747
shares
|
$25.9 Million
0.03% of portfolio
|
Q1 2024
Added 6.1%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Apr 16, 2024 Q1 2024 |
1,011,562
shares
|
$25.1 Million
2.92% of portfolio
|
Q1 2024
Added 7.73%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 09, 2024 Q1 2024 |
1,005,183
shares
|
$25 Million
2.67% of portfolio
|
Q1 2024
Added 19.73%
|
|
|
Sigma Investment Counselors Inc
|
Apr 25, 2024 Q1 2024 |
976,169
shares
|
$24.2 Million
1.32% of portfolio
|
Q1 2024
Added 0.45%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
823,299
shares
|
$20.5 Million
0.07% of portfolio
|
Q1 2024
Added 14.99%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
819,582
shares
|
$20.4 Million
0.04% of portfolio
|
Q1 2024
Reduced 5.63%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
780,638
shares
|
$19.4 Million
0.33% of portfolio
|
Q1 2024
Added 25.74%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
769,177
shares
|
$19.1 Million
0.03% of portfolio
|
Q1 2024
Added 13.09%
|
|
|
Glenview Trust CO
Louisville, KY |
May 14, 2024 Q1 2024 |
754,267
shares
|
$18.7 Million
0.41% of portfolio
|
Q1 2024
Added 14.22%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
749,750
shares
|
$18.6 Million
0.11% of portfolio
|
Q1 2024
Added 64.76%
|
|