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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
12,051
shares
|
$303,082
0.0% of portfolio
|
Q4 2024
Reduced 22.73%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
12,050
shares
|
$303,057
0.25% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
12,000
shares
|
$301,800
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
11,883
shares
|
$298,857
0.01% of portfolio
|
Q4 2024
Added 27.97%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
11,870
shares
|
$298,530
0.04% of portfolio
|
Q4 2023
Added 16.72%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
11,545
shares
|
$290,356
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
11,500
shares
|
$289,225
0.08% of portfolio
|
Q3 2023
Reduced 8.0%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
11,000
shares
|
$276,650
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
10,780
shares
|
$271,117
0.07% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
10,742
shares
|
$270,161
0.03% of portfolio
|
Q4 2024
Reduced 64.87%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,691
shares
|
$268,878
0.05% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
10,425
shares
|
$262,188
0.07% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
10,379
shares
|
$261,031
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
10,307
shares
|
$259,221
0.11% of portfolio
|
Q4 2024
Reduced 11.85%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
10,184
shares
|
$256,127
0.01% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Seven Springs Wealth Group, LLC
|
Feb 14, 2025 Q4 2024 |
9,988
shares
|
$251,198
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Claret Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
9,875
shares
|
$248,356
0.04% of portfolio
|
Q2 2022
Added 1.28%
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
9,655
shares
|
$242,823
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
9,623
shares
|
$242,018
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Postrock Partners LLC
Overland Park, OR |
Feb 10, 2025 Q4 2024 |
9,600
shares
|
$241,440
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
9,535
shares
|
$239,805
0.02% of portfolio
|
Q4 2024
Reduced 14.37%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
9,314
shares
|
$234,247
0.09% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
9,250
shares
|
$232,637
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
9,236
shares
|
$232,285
0.0% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
9,189
shares
|
$231,103
0.01% of portfolio
|
Q4 2024
Added 19.23%
|