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 434 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 |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
198,587
shares
|
$5 Million
0.36% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
197,234
shares
|
$4.96 Million
0.73% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
196,879
shares
|
$4.95 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
195,875
shares
|
$4.93 Million
0.53% of portfolio
|
Q1 2025
Added 9.0%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
195,739
shares
|
$4.92 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
187,085
shares
|
$4.71 Million
0.8% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
184,733
shares
|
$4.65 Million
2.65% of portfolio
|
Q4 2022
Reduced 17.64%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
181,204
shares
|
$4.56 Million
0.22% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
4 Thought Financial Group Inc.
|
Apr 23, 2025 Q1 2025 |
178,938
shares
|
$4.5 Million
2.96% of portfolio
|
Q1 2025
Added 15.42%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
176,994
shares
|
$4.45 Million
0.1% of portfolio
|
Q1 2025
Reduced 16.63%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
May 02, 2025 Q1 2025 |
175,569
shares
|
$4.42 Million
1.52% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
175,514
shares
|
$4.42 Million
4.34% of portfolio
|
Q1 2025
Added 142.84%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
174,932
shares
|
$4.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Apr 15, 2025 Q1 2025 |
174,705
shares
|
$4.4 Million
2.8% of portfolio
|
Q1 2025
Added 13.07%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
172,770
shares
|
$4.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
172,426
shares
|
$4.34 Million
3.38% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Praetorian Wealth Management, Inc.
|
Apr 16, 2025 Q1 2025 |
169,107
shares
|
$4.25 Million
1.06% of portfolio
|
Q1 2025
Reduced 10.86%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
166,457
shares
|
$4.19 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
162,106
shares
|
$4.08 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
161,051
shares
|
$4.05 Million
1.19% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
160,691
shares
|
$4.04 Million
0.98% of portfolio
|
Q1 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
157,949
shares
|
$3.97 Million
0.43% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
153,579
shares
|
$3.86 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
153,544
shares
|
$3.86 Million
2.2% of portfolio
|
Q1 2025
Reduced 15.24%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
150,720
shares
|
$3.79 Million
0.33% of portfolio
|
Q4 2024
Added 41.04%
|