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 434 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $2.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
7,232,531
shares
|
$182 Million
0.02% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
5,063,575
shares
|
$127 Million
1.07% of portfolio
|
Q1 2025
Reduced 96.02%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,785,376
shares
|
$95.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.91%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
3,287,717
shares
|
$82.7 Million
1.48% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,894,587
shares
|
$72.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.96%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
2,639,034
shares
|
$66.4 Million
0.28% of portfolio
|
Q1 2025
Added 43.13%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,481,868
shares
|
$62.4 Million
0.02% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
2,464,751
shares
|
$62 Million
0.14% of portfolio
|
Q1 2025
Added 13.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,405,411
shares
|
$60.5 Million
0.02% of portfolio
|
Q1 2025
Added 7.33%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,318,731
shares
|
$58.3 Million
0.02% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
2,082,429
shares
|
$52.4 Million
4.35% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,645,540
shares
|
$41.4 Million
0.06% of portfolio
|
Q1 2025
Added 20.79%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,520,883
shares
|
$38.3 Million
0.05% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
1,428,575
shares
|
$35.9 Million
0.57% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
1,388,265
shares
|
$34.9 Million
0.06% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
1,355,397
shares
|
$34.1 Million
0.09% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
May 06, 2025 Q1 2025 |
1,236,860
shares
|
$31.1 Million
5.11% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,150,568
shares
|
$28.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.15%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,079,533
shares
|
$27.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 31.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,070,735
shares
|
$26.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.3%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
1,043,946
shares
|
$26.3 Million
2.36% of portfolio
|
Q1 2025
Added 9.94%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,031,825
shares
|
$26 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
989,283
shares
|
$24.9 Million
1.13% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
963,931
shares
|
$24.3 Million
1.51% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
963,807
shares
|
$24.2 Million
2.48% of portfolio
|
Q1 2025
Added 0.8%
|