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 |
|---|---|---|---|---|---|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
18,258
shares
|
$459,371
0.4% of portfolio
|
Q3 2024
Added 10.93%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
17,975
shares
|
$452,251
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
17,902
shares
|
$450,414
0.08% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
17,861
shares
|
$449,382
0.02% of portfolio
|
Q1 2025
Reduced 54.67%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
17,365
shares
|
$436,903
0.04% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
17,191
shares
|
$432,525
0.12% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
17,080
shares
|
$429,732
0.06% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
16,992
shares
|
$427,518
0.01% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
May 14, 2025 Q1 2025 |
16,947
shares
|
$426,386
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
16,807
shares
|
$422,864
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
16,440
shares
|
$413,630
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Meredith Wealth Planning
Maryville, IL |
May 07, 2025 Q1 2025 |
16,241
shares
|
$408,623
0.18% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Apr 23, 2025 Q1 2025 |
16,027
shares
|
$403,239
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
15,838
shares
|
$398,484
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
15,391
shares
|
$387,237
0.06% of portfolio
|
Q1 2025
Added 26.96%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
15,240
shares
|
$383,438
0.07% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
15,010
shares
|
$377,651
0.32% of portfolio
|
Q1 2025
Reduced 43.05%
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
14,591
shares
|
$367,109
0.18% of portfolio
|
Q1 2025
Added 15.88%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
14,438
shares
|
$363,260
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
14,313
shares
|
$360,115
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
14,277
shares
|
$359,209
0.01% of portfolio
|
Q1 2025
Added 40.19%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
14,157
shares
|
$356,190
0.09% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Apr 24, 2025 Q1 2025 |
14,101
shares
|
$354,781
0.2% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
14,061
shares
|
$353,774
0.04% of portfolio
|
Q4 2024
Added 18.55%
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
May 13, 2025 Q1 2025 |
13,896
shares
|
$349,623
0.32% of portfolio
|
Q3 2024
Reduced 5.83%
|