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 |
|---|---|---|---|---|---|
|
Harbor Advisory Corp
|
Oct 21, 2024 Q3 2024 |
162,686
shares
|
$4.08 Million
1.34% of portfolio
|
Q2 2024
Added 2.91%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
148,947
shares
|
$3.74 Million
2.39% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
144,629
shares
|
$3.63 Million
0.0% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
142,604
shares
|
$3.58 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
139,789
shares
|
$3.51 Million
0.38% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
137,692
shares
|
$3.45 Million
0.84% of portfolio
|
Q3 2024
Added 8.73%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
136,162
shares
|
$3.42 Million
0.72% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
135,969
shares
|
$3.41 Million
0.23% of portfolio
|
Q3 2024
Reduced 25.75%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
135,848
shares
|
$3.41 Million
0.16% of portfolio
|
Q3 2024
Added 81.68%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 09, 2024 Q3 2024 |
135,120
shares
|
$3.39 Million
2.13% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
134,299
shares
|
$3.37 Million
0.25% of portfolio
|
Q3 2024
Reduced 16.47%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
132,858
shares
|
$3.33 Million
0.22% of portfolio
|
Q4 2023
Added 394.04%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
128,477
shares
|
$3.22 Million
0.02% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
127,723
shares
|
$3.2 Million
0.84% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
126,143
shares
|
$3.16 Million
0.35% of portfolio
|
Q2 2023
Added 61.29%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
125,956
shares
|
$3.16 Million
0.61% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
124,913
shares
|
$3.13 Million
1.03% of portfolio
|
Q3 2024
Added 13.74%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
124,141
shares
|
$3.11 Million
0.73% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
123,576
shares
|
$3.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 53.3%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
122,285
shares
|
$3.07 Million
0.73% of portfolio
|
Q3 2024
Added 35.11%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
119,719
shares
|
$3 Million
0.09% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
119,706
shares
|
$3 Million
0.12% of portfolio
|
Q3 2024
Added 34.15%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
119,197
shares
|
$2.99 Million
0.22% of portfolio
|
Q3 2024
Added 295.48%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
118,388
shares
|
$2.97 Million
0.01% of portfolio
|
Q3 2024
Added 9.85%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
118,098
shares
|
$2.96 Million
0.04% of portfolio
|
Q3 2024
Added 34.44%
|