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 435 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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
3,384
shares
|
$85,107
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
3,267
shares
|
$82,165
0.0% of portfolio
|
Q1 2025
Reduced 10.91%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
3,071
shares
|
$77,235
0.0% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
2,906
shares
|
$73,085
0.04% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,868
shares
|
$72,130
0.0% of portfolio
|
Q1 2025
Reduced 37.73%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
2,699
shares
|
$67,879
0.04% of portfolio
|
Q1 2025
Added 60.37%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,229
shares
|
$56,059
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
2,088
shares
|
$52,513
0.02% of portfolio
|
Q3 2024
Reduced 6.95%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,048
shares
|
$51,507
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
1,738
shares
|
$43,710
0.01% of portfolio
|
Q1 2024
Reduced 30.23%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
1,683
shares
|
$42,327
0.01% of portfolio
|
Q1 2025
Added 90.6%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
1,668
shares
|
$41,950
0.0% of portfolio
|
Q1 2025
Reduced 18.55%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
1,658
shares
|
$41,698
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
1,624
shares
|
$40,843
0.01% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
1,595
shares
|
$40,114
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
1,440
shares
|
$36,216
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,183
shares
|
$29,752
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1,143
shares
|
$28,746
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
1,000
shares
|
$25,150
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
970
shares
|
$24,395
0.0% of portfolio
|
Q1 2022
Reduced 52.29%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
852
shares
|
$21,427
0.0% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
800
shares
|
$20,120
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
786
shares
|
$19,767
0.01% of portfolio
|
Q2 2023
Reduced 34.06%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
753
shares
|
$18,937
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
732
shares
|
$18,409
0.01% of portfolio
|
Q1 2025
Reduced 51.94%
|