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 |
|---|---|---|---|---|---|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Apr 16, 2025 Q1 2025 |
30,000
shares
|
$754,800
0.28% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
29,743
shares
|
$748,333
0.0% of portfolio
|
Q1 2025
Added 4681.83%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
29,438
shares
|
$740,660
0.06% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
29,268
shares
|
$736,382
0.15% of portfolio
|
Q1 2025
Reduced 14.28%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
29,000
shares
|
$729,640
0.21% of portfolio
|
Q2 2018
New holding
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Apr 15, 2025 Q1 2025 |
27,102
shares
|
$681,886
0.38% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
26,830
shares
|
$675,042
0.0% of portfolio
|
Q1 2025
Added 596.16%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
26,778
shares
|
$673,734
0.02% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
26,700
shares
|
$671,772
0.45% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
26,501
shares
|
$666,765
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
26,115
shares
|
$657,053
0.09% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
25,866
shares
|
$650,788
0.02% of portfolio
|
Q1 2025
Reduced 24.71%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
25,844
shares
|
$650,235
0.24% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
25,687
shares
|
$646,284
0.58% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
25,529
shares
|
$642,309
0.56% of portfolio
|
Q1 2025
Added 20.73%
|
|
|
Seneca House Advisors
|
Apr 11, 2025 Q1 2025 |
25,215
shares
|
$634,409
0.28% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
25,020
shares
|
$629,503
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
24,808
shares
|
$624,169
0.16% of portfolio
|
Q1 2024
Added 99.66%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
24,558
shares
|
$617,879
0.01% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
24,225
shares
|
$609,501
0.23% of portfolio
|
Q1 2025
Reduced 44.63%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
23,862
shares
|
$600,367
0.12% of portfolio
|
Q4 2024
Added 48.02%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
23,711
shares
|
$596,568
0.18% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
23,326
shares
|
$586,882
0.02% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
May 12, 2025 Q1 2025 |
23,312
shares
|
$586,529
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
23,203
shares
|
$583,787
0.31% of portfolio
|
Q1 2025
Reduced 36.66%
|