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 |
|---|---|---|---|---|---|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
949,518
shares
|
$23.9 Million
2.24% of portfolio
|
Q4 2024
Reduced 10.76%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
933,448
shares
|
$23.5 Million
0.44% of portfolio
|
Q4 2024
Added 14.15%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
922,286
shares
|
$23.2 Million
0.4% of portfolio
|
Q2 2024
Added 29.49%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
834,872
shares
|
$21 Million
0.04% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
820,966
shares
|
$20.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
797,310
shares
|
$20.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
727,318
shares
|
$18.3 Million
0.38% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
715,929
shares
|
$18 Million
6.85% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
676,600
shares
|
$17 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.1%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
665,766
shares
|
$16.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
659,623
shares
|
$16.6 Million
0.02% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
657,205
shares
|
$16.5 Million
0.41% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
642,571
shares
|
$16.2 Million
1.79% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
623,986
shares
|
$15.7 Million
1.1% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Keeler T Homas Management LLC
|
Feb 04, 2025 Q4 2024 |
623,279
shares
|
$15.7 Million
5.82% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
583,487
shares
|
$14.7 Million
0.57% of portfolio
|
Q4 2024
Added 9.1%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
577,558
shares
|
$14.5 Million
1.62% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
569,875
shares
|
$14.3 Million
0.08% of portfolio
|
Q4 2024
Added 19.19%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
557,249
shares
|
$14 Million
0.29% of portfolio
|
Q4 2024
Added 128.91%
|
|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
553,062
shares
|
$13.9 Million
1.34% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
552,461
shares
|
$13.9 Million
2.18% of portfolio
|
Q4 2024
Added 9.34%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
534,205
shares
|
$13.4 Million
0.06% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
525,686
shares
|
$13.2 Million
5.78% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
505,709
shares
|
$12.7 Million
1.52% of portfolio
|
Q2 2024
Added 3.82%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
495,562
shares
|
$12.5 Million
3.94% of portfolio
|
Q4 2024
Added 973.92%
|