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 395 institutions that hold shares in the stock, with a total of 82.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
3,925
shares
|
$98,517
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
|
$98,417
0.01% of portfolio
|
Q2 2024
Reduced 39.61%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
3,835
shares
|
$96,258
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
3,700
shares
|
$92,870
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
3,538
shares
|
$88,803
0.01% of portfolio
|
Q3 2024
Added 16.73%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
3,430
shares
|
$86,093
0.01% of portfolio
|
Q2 2017
Reduced 97.67%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,411
shares
|
$85,616
0.04% of portfolio
|
Q3 2023
Added 233.11%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
3,205
shares
|
$80,445
0.02% of portfolio
|
Q2 2024
Reduced 27.39%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
2,846
shares
|
$71,434
0.0% of portfolio
|
Q4 2023
Reduced 12.51%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
2,606
shares
|
$65,410
0.04% of portfolio
|
Q3 2024
Reduced 58.67%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
2,500
shares
|
$62,750
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
2,088
shares
|
$52,408
0.02% of portfolio
|
Q3 2024
Reduced 6.95%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
2,069
shares
|
$51,931
0.0% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,048
shares
|
$51,404
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
2,048
shares
|
$51,404
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
2,000
shares
|
$50,200
0.02% of portfolio
|
Q2 2024
Reduced 25.93%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
1,806
shares
|
$45,330
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
1,750
shares
|
$43,925
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,738
shares
|
$43,623
0.01% of portfolio
|
Q1 2024
Reduced 30.23%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
1,658
shares
|
$41,615
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
1,596
shares
|
$40,059
0.01% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
1,510
shares
|
$37,901
0.01% of portfolio
|
Q3 2024
Reduced 99.14%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
1,440
shares
|
$36,144
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
1,143
shares
|
$28,689
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
1,055
shares
|
$26,480
0.0% of portfolio
|
Q1 2024
Reduced 21.21%
|