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 |
---|---|---|---|---|---|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
835
shares
|
$20,950
0.0% of portfolio
|
Q3 2024
New holding
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
800
shares
|
$20,072
0.0% of portfolio
|
Q4 2022
New holding
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
786
shares
|
$19,720
0.01% of portfolio
|
Q2 2023
Reduced 34.06%
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
707
shares
|
$17,738
0.0% of portfolio
|
Q3 2024
Reduced 85.63%
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
700
shares
|
$17,563
0.0% of portfolio
|
Q3 2024
Reduced 58.82%
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
640
shares
|
$16,057
0.02% of portfolio
|
Q3 2024
New holding
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
569
shares
|
$14,276
0.0% of portfolio
|
Q1 2024
Reduced 57.15%
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
543
shares
|
$13,623
0.0% of portfolio
|
Q1 2024
Reduced 80.1%
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
418
shares
|
$10,487
0.29% of portfolio
|
Q3 2024
Reduced 99.84%
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
403
shares
|
$10,111
0.01% of portfolio
|
Q1 2024
New holding
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
294
shares
|
$7,376
0.0% of portfolio
|
Q3 2024
New holding
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
200
shares
|
$5,018
0.0% of portfolio
|
Q2 2022
Reduced 99.48%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
198
shares
|
$4,967
0.0% of portfolio
|
Q2 2023
Reduced 98.19%
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
141
shares
|
$3,537
0.0% of portfolio
|
Q2 2024
Reduced 89.06%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
109
shares
|
$2,734
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
50
shares
|
$1,254
0.0% of portfolio
|
Q2 2024
Reduced 90.29%
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
28
shares
|
$702
0.0% of portfolio
|
Q3 2024
Added 600.0%
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$25
0.0% of portfolio
|
Q4 2022
Reduced 99.92%
|