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 |
|---|---|---|---|---|---|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
8,456
shares
|
$212,161
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,401
shares
|
$210,781
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
8,392
shares
|
$210,555
0.0% of portfolio
|
Q3 2024
Reduced 37.73%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
8,350
shares
|
$209,501
0.06% of portfolio
|
Q3 2024
Added 9.65%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
8,304
shares
|
$208,347
0.08% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
8,304
shares
|
$208,347
0.0% of portfolio
|
Q3 2024
Added 93.88%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
8,183
shares
|
$205,311
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
8,112
shares
|
$203,530
0.01% of portfolio
|
Q3 2024
Added 66.23%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
8,076
shares
|
$202,626
0.02% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
7,776
shares
|
$195,099
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
7,710
shares
|
$193,443
0.06% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
7,707
shares
|
$193,368
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
7,500
shares
|
$188,175
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
7,354
shares
|
$184,511
0.0% of portfolio
|
Q3 2024
Added 80.33%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
6,805
shares
|
$170,737
0.01% of portfolio
|
Q2 2023
Reduced 13.86%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
6,800
shares
|
$170,612
0.23% of portfolio
|
Q3 2024
Reduced 59.83%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
6,154
shares
|
$154,403
0.01% of portfolio
|
Q3 2024
Added 14.99%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
6,034
shares
|
$151,393
0.07% of portfolio
|
Q3 2024
Reduced 14.82%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
5,830
shares
|
$146,274
0.05% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
5,655
shares
|
$141,883
0.04% of portfolio
|
Q3 2024
Reduced 12.23%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
5,080
shares
|
$127,457
0.07% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
4,423
shares
|
$110,973
0.01% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
4,222
shares
|
$105,929
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
3,925
shares
|
$98,478
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
3,921
shares
|
$98,377
0.01% of portfolio
|
Q2 2024
Reduced 39.61%
|