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 421 institutions that hold shares in the stock, with a total of 95.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
40,247
shares
|
$1.01 Million
0.16% of portfolio
|
Q4 2024
Added 12.88%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
39,918
shares
|
$1 Million
0.26% of portfolio
|
Q4 2024
Reduced 8.21%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
39,737
shares
|
$999,385
0.38% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
39,402
shares
|
$990,960
0.03% of portfolio
|
Q4 2024
Added 99.23%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
39,331
shares
|
$989,174
0.16% of portfolio
|
Q4 2024
Added 8.91%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 21, 2025 Q4 2024 |
39,266
shares
|
$987,539
0.5% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
38,203
shares
|
$960,805
0.16% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
37,780
shares
|
$950,167
0.0% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
37,072
shares
|
$932,360
0.19% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
37,065
shares
|
$932,184
0.38% of portfolio
|
Q4 2024
Added 23.85%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
36,667
shares
|
$922,175
0.06% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
36,665
shares
|
$922,124
0.02% of portfolio
|
Q4 2024
Reduced 45.14%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
36,630
shares
|
$921,244
0.51% of portfolio
|
Q4 2024
Added 16.91%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
36,590
shares
|
$920,238
0.21% of portfolio
|
Q4 2024
Reduced 13.91%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
34,752
shares
|
$874,012
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
34,356
shares
|
$864,053
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
34,346
shares
|
$863,801
0.27% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
34,242
shares
|
$861,186
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
34,142
shares
|
$858,671
0.17% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
33,879
shares
|
$852,056
0.08% of portfolio
|
Q2 2023
Reduced 18.14%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
33,878
shares
|
$852,031
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
33,788
shares
|
$849,768
0.0% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
33,424
shares
|
$840,613
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
33,264
shares
|
$836,589
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
31,896
shares
|
$802,184
0.01% of portfolio
|
Q4 2024
Added 18.51%
|