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 |
|---|---|---|---|---|---|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
117,935
shares
|
$2.96 Million
0.6% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
117,772
shares
|
$2.95 Million
2.24% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
117,004
shares
|
$2.93 Million
1.24% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
109,137
shares
|
$2.74 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
106,882
shares
|
$2.68 Million
1.28% of portfolio
|
Q3 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
106,862
shares
|
$2.68 Million
0.23% of portfolio
|
Q3 2024
Added 299.33%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
106,819
shares
|
$2.68 Million
0.27% of portfolio
|
Q3 2024
Added 174.58%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
104,390
shares
|
$2.62 Million
1.77% of portfolio
|
Q3 2024
Added 19.71%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
102,778
shares
|
$2.58 Million
0.14% of portfolio
|
Q3 2024
Added 59.71%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
100,908
shares
|
$2.53 Million
0.04% of portfolio
|
Q3 2024
Added 18.8%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
99,810
shares
|
$2.5 Million
0.66% of portfolio
|
Q3 2024
Added 38.38%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
99,614
shares
|
$2.5 Million
0.15% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
99,435
shares
|
$2.49 Million
0.01% of portfolio
|
Q3 2024
Added 28.9%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
98,987
shares
|
$2.48 Million
0.09% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Oct 03, 2024 Q3 2024 |
98,301
shares
|
$2.47 Million
2.12% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
94,310
shares
|
$2.37 Million
0.19% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
93,585
shares
|
$2.35 Million
0.15% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
93,252
shares
|
$2.34 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
92,785
shares
|
$2.33 Million
0.79% of portfolio
|
Q3 2024
Reduced 10.69%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
89,070
shares
|
$2.23 Million
0.22% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 01, 2024 Q3 2024 |
86,847
shares
|
$2.18 Million
0.44% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
85,791
shares
|
$2.15 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
84,692
shares
|
$2.12 Million
0.5% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
81,875
shares
|
$2.05 Million
1.28% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 13, 2024 Q3 2024 |
80,417
shares
|
$2.02 Million
0.3% of portfolio
|
Q2 2024
Added 1.95%
|