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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
377,161
shares
|
$9.46 Million
0.02% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
350,126
shares
|
$8.78 Million
3.61% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
346,647
shares
|
$8.7 Million
0.1% of portfolio
|
Q3 2024
Added 14.94%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
331,891
shares
|
$8.33 Million
0.76% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
330,423
shares
|
$8.29 Million
0.46% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
323,946
shares
|
$8.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
323,442
shares
|
$8.12 Million
0.32% of portfolio
|
Q3 2024
Added 283.17%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
322,947
shares
|
$8.1 Million
0.41% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
321,722
shares
|
$8.07 Million
4.69% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Buffington Mohr Mc Neal
|
Oct 16, 2024 Q3 2024 |
316,417
shares
|
$7.94 Million
1.31% of portfolio
|
Q3 2024
Reduced 34.88%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
307,170
shares
|
$7.71 Million
2.31% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
305,929
shares
|
$7.68 Million
1.53% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Hamel Associates, Inc.
|
Nov 05, 2024 Q3 2024 |
297,112
shares
|
$7.45 Million
2.3% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
294,463
shares
|
$7.39 Million
1.3% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
284,125
shares
|
$7.13 Million
2.89% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
276,321
shares
|
$6.93 Million
0.49% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
265,444
shares
|
$6.66 Million
2.76% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
261,092
shares
|
$6.55 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Tlwm
San Antonio, TX |
Oct 07, 2024 Q3 2024 |
257,013
shares
|
$6.45 Million
1.32% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
252,856
shares
|
$6.34 Million
2.91% of portfolio
|
Q3 2024
Added 26.46%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
249,315
shares
|
$6.26 Million
0.26% of portfolio
|
Q2 2024
Added 6.66%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
246,671
shares
|
$6.19 Million
0.15% of portfolio
|
Q1 2024
Added 2.12%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
243,439
shares
|
$6.11 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
232,039
shares
|
$5.82 Million
1.01% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
225,357
shares
|
$5.65 Million
0.93% of portfolio
|
Q3 2024
Added 3.37%
|