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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
223,812
shares
|
$5.61 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
215,343
shares
|
$5.4 Million
0.03% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
210,204
shares
|
$5.27 Million
0.48% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 02, 2024 Q3 2024 |
201,651
shares
|
$5.06 Million
1.27% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
199,415
shares
|
$5 Million
0.15% of portfolio
|
Q3 2024
Reduced 52.74%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 24, 2024 Q3 2024 |
198,417
shares
|
$4.98 Million
2.95% of portfolio
|
Q3 2024
Added 54.72%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
198,303
shares
|
$4.97 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
194,346
shares
|
$4.87 Million
0.04% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
193,662
shares
|
$4.86 Million
0.02% of portfolio
|
Q3 2024
Added 11.52%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
193,400
shares
|
$4.85 Million
0.03% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
189,890
shares
|
$4.76 Million
0.3% of portfolio
|
Q3 2024
Added 11.18%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
187,049
shares
|
$4.69 Million
0.02% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
184,733
shares
|
$4.63 Million
2.65% of portfolio
|
Q4 2022
Reduced 17.64%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
184,665
shares
|
$4.63 Million
4.3% of portfolio
|
Q3 2024
Added 152.12%
|
|
|
Iron Financial, LLC
|
Oct 28, 2024 Q3 2024 |
183,099
shares
|
$4.59 Million
2.53% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
182,113
shares
|
$4.57 Million
0.62% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
176,252
shares
|
$4.42 Million
0.01% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
172,820
shares
|
$4.33 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
171,565
shares
|
$4.3 Million
0.1% of portfolio
|
Q3 2024
Added 49.17%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
170,751
shares
|
$4.28 Million
0.39% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
169,289
shares
|
$4.25 Million
0.1% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
166,940
shares
|
$4.19 Million
0.54% of portfolio
|
Q3 2024
Added 51.89%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Oct 31, 2024 Q3 2024 |
165,042
shares
|
$4.14 Million
1.47% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
164,693
shares
|
$4.13 Million
1.25% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
163,302
shares
|
$4.1 Million
0.01% of portfolio
|
Q3 2024
Added 21.2%
|