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 |
|---|---|---|---|---|---|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
9,108
shares
|
$229,066
0.09% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
9,064
shares
|
$227,959
0.07% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
8,953
shares
|
$225,167
0.18% of portfolio
|
Q2 2023
Reduced 7.78%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
8,953
shares
|
$225,167
0.09% of portfolio
|
Q4 2024
Reduced 16.3%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
8,774
shares
|
$220,666
0.06% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
8,746
shares
|
$219,961
0.09% of portfolio
|
Q4 2023
Reduced 4.8%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
8,522
shares
|
$214,328
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,401
shares
|
$211,285
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
8,240
shares
|
$207,236
0.28% of portfolio
|
Q4 2024
Added 21.18%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
8,183
shares
|
$205,802
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
8,173
shares
|
$205,550
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
8,070
shares
|
$202,960
0.02% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
8,001
shares
|
$201,225
0.08% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
8,000
shares
|
$201,200
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
7,487
shares
|
$188,298
0.01% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
6,805
shares
|
$171,145
0.01% of portfolio
|
Q2 2023
Reduced 13.86%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
6,200
shares
|
$155,930
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
6,156
shares
|
$154,823
0.01% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
6,000
shares
|
$150,900
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
5,830
shares
|
$146,624
0.05% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
5,804
shares
|
$145,970
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
5,661
shares
|
$142,374
0.04% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
5,080
shares
|
$127,762
0.07% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
5,027
shares
|
$126,429
0.04% of portfolio
|
Q4 2024
Added 56.85%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
4,423
shares
|
$111,238
0.01% of portfolio
|
Q4 2023
Reduced 0.14%
|