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 |
|---|---|---|---|---|---|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
30,888
shares
|
$776,833
0.05% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
One Plus One Wealth Management, LLC
|
Jan 29, 2025 Q4 2024 |
30,306
shares
|
$762,195
0.45% of portfolio
|
Q4 2024
Reduced 11.04%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
30,000
shares
|
$754,500
0.26% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
29,507
shares
|
$742,101
0.23% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
29,000
shares
|
$729,350
0.21% of portfolio
|
Q2 2018
New holding
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
28,018
shares
|
$704,652
0.05% of portfolio
|
Q4 2024
Added 38.48%
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
27,170
shares
|
$683,325
0.28% of portfolio
|
Q4 2024
Added 129.32%
|
|
|
Atwater Malick LLC
|
Jan 15, 2025 Q4 2024 |
27,164
shares
|
$683,174
0.23% of portfolio
|
Q1 2024
Added 5.5%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
27,102
shares
|
$681,615
0.38% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
26,937
shares
|
$677,465
0.07% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
26,357
shares
|
$662,878
0.56% of portfolio
|
Q4 2023
New holding
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
26,050
shares
|
$655,157
0.43% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
25,901
shares
|
$651,410
0.02% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Feb 14, 2025 Q4 2024 |
25,473
shares
|
$640,645
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
24,982
shares
|
$628,297
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
24,808
shares
|
$623,921
0.15% of portfolio
|
Q1 2024
Added 99.66%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
24,653
shares
|
$620,022
0.02% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
24,558
shares
|
$617,633
0.01% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
24,115
shares
|
$606,492
0.07% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
23,955
shares
|
$602,468
0.26% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
23,862
shares
|
$600,129
0.11% of portfolio
|
Q4 2024
Added 48.02%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
23,596
shares
|
$593,439
0.07% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
23,536
shares
|
$591,930
0.04% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
23,312
shares
|
$586,296
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
23,072
shares
|
$580,260
0.04% of portfolio
|
Q4 2024
Reduced 15.52%
|