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 393 institutions that hold shares in the stock, with a total of 81.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
16,297
shares
|
$408,728
0.01% of portfolio
|
Q3 2024
Added 76.76%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
16,121
shares
|
$404,314
0.07% of portfolio
|
Q2 2024
Added 9.27%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
15,867
shares
|
$397,944
0.13% of portfolio
|
Q2 2024
Added 5.37%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
15,596
shares
|
$391,147
0.01% of portfolio
|
Q3 2024
Reduced 19.8%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
15,409
shares
|
$386,457
0.43% of portfolio
|
Q4 2023
New holding
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
14,623
shares
|
$366,744
0.13% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
14,038
shares
|
$352,073
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
13,951
shares
|
$349,891
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Nov 13, 2024 Q3 2024 |
13,896
shares
|
$348,511
0.31% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
13,866
shares
|
$347,759
0.0% of portfolio
|
Q3 2024
Added 19.98%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 03, 2024 Q3 2024 |
13,800
shares
|
$346,104
0.19% of portfolio
|
Q3 2024
Reduced 12.66%
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
13,750
shares
|
$344,850
0.06% of portfolio
|
Q4 2023
Reduced 13.25%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
13,740
shares
|
$344,599
0.08% of portfolio
|
Q2 2024
Reduced 20.1%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
13,332
shares
|
$334,366
0.26% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
13,236
shares
|
$331,958
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 24, 2024 Q3 2024 |
12,735
shares
|
$319,393
0.2% of portfolio
|
Q3 2024
Reduced 13.96%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
12,471
shares
|
$312,772
0.12% of portfolio
|
Q2 2024
Added 52.1%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
12,288
shares
|
$308,183
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
11,968
shares
|
$300,157
0.05% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Gilbert & Cook, Inc.
|
Nov 07, 2024 Q3 2024 |
11,870
shares
|
$297,699
0.04% of portfolio
|
Q4 2023
Added 16.72%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
11,861
shares
|
$297,473
0.03% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Seneca House Advisors
|
Oct 04, 2024 Q3 2024 |
11,848
shares
|
$297,147
0.13% of portfolio
|
Q3 2024
Added 23.42%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
11,692
shares
|
$293,235
0.14% of portfolio
|
Q3 2024
Reduced 17.93%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
11,618
shares
|
$291,379
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
11,545
shares
|
$289,548
0.0% of portfolio
|
Q2 2023
New holding
|