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 401 institutions that hold shares in the stock, with a total of 85.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
12,123
shares
|
$304,650
0.05% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
12,067
shares
|
$303,243
0.22% of portfolio
|
Q4 2024
Reduced 13.5%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
12,050
shares
|
$302,816
0.25% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
12,000
shares
|
$301,560
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
11,883
shares
|
$298,619
0.01% of portfolio
|
Q4 2024
Added 27.97%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
11,870
shares
|
$298,293
0.04% of portfolio
|
Q4 2023
Added 16.72%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
11,861
shares
|
$298,066
0.03% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
11,618
shares
|
$291,960
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
11,545
shares
|
$290,125
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
11,500
shares
|
$288,995
0.08% of portfolio
|
Q3 2023
Reduced 8.0%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
11,000
shares
|
$276,430
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
10,800
shares
|
$271,404
0.01% of portfolio
|
Q3 2023
Added 12.91%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
10,780
shares
|
$270,901
0.07% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
10,743
shares
|
$269,971
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
10,743
shares
|
$269,971
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
10,742
shares
|
$269,946
0.03% of portfolio
|
Q4 2024
Reduced 64.87%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
10,696
shares
|
$268,790
0.1% of portfolio
|
Q2 2024
Added 0.33%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
10,506
shares
|
$264,015
0.05% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
10,379
shares
|
$260,824
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
10,350
shares
|
$260,095
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
10,307
shares
|
$259,014
0.11% of portfolio
|
Q4 2024
Reduced 11.85%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
10,174
shares
|
$255,672
0.01% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
9,875
shares
|
$248,158
0.04% of portfolio
|
Q2 2022
Added 1.28%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
9,804
shares
|
$246,374
0.0% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
9,655
shares
|
$242,630
0.22% of portfolio
|
Q3 2022
New holding
|