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 |
|---|---|---|---|---|---|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
8,250
shares
|
$207,570
0.02% of portfolio
|
Q1 2025
Reduced 10.81%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
8,203
shares
|
$206,387
0.02% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
8,001
shares
|
$201,305
0.08% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
8,000
shares
|
$201,280
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
7,580
shares
|
$190,712
0.02% of portfolio
|
Q1 2025
Reduced 66.77%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
6,819
shares
|
$171,566
0.02% of portfolio
|
Q1 2025
Reduced 71.1%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
6,805
shares
|
$171,213
0.01% of portfolio
|
Q2 2023
Reduced 13.86%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
6,639
shares
|
$167,037
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
6,487
shares
|
$163,212
0.05% of portfolio
|
Q1 2025
Added 14.59%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
6,200
shares
|
$155,992
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
6,157
shares
|
$154,910
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
6,000
shares
|
$150,960
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
5,992
shares
|
$150,758
0.07% of portfolio
|
Q1 2025
Added 49.8%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
5,830
shares
|
$146,682
0.06% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
5,268
shares
|
$132,542
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
5,080
shares
|
$127,812
0.07% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
5,027
shares
|
$126,479
0.04% of portfolio
|
Q4 2024
Added 56.85%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
4,500
shares
|
$113,220
0.16% of portfolio
|
Q1 2025
Reduced 45.39%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
4,423
shares
|
$111,282
0.01% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
4,222
shares
|
$106,225
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
3,925
shares
|
$98,753
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
3,835
shares
|
$96,488
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
3,700
shares
|
$93,092
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
3,538
shares
|
$89,016
0.01% of portfolio
|
Q3 2024
Added 16.73%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,411
shares
|
$85,820
0.04% of portfolio
|
Q3 2023
Added 233.11%
|