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 |
|---|---|---|---|---|---|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
104,519
shares
|
$2.63 Million
0.63% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
102,498
shares
|
$2.58 Million
0.72% of portfolio
|
Q1 2025
Reduced 11.69%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
100,606
shares
|
$2.53 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
94,310
shares
|
$2.37 Million
0.19% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
93,268
shares
|
$2.35 Million
0.07% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
92,331
shares
|
$2.32 Million
0.03% of portfolio
|
Q1 2025
Added 75.81%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
90,479
shares
|
$2.28 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
90,117
shares
|
$2.27 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Apr 24, 2025 Q1 2025 |
89,873
shares
|
$2.26 Million
0.39% of portfolio
|
Q1 2025
Added 80.22%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Apr 25, 2025 Q1 2025 |
88,727
shares
|
$2.23 Million
0.48% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
85,940
shares
|
$2.16 Million
1.64% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
83,533
shares
|
$2.1 Million
0.9% of portfolio
|
Q1 2025
Reduced 42.34%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
82,875
shares
|
$2.09 Million
0.74% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
82,234
shares
|
$2.07 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
81,895
shares
|
$2.06 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
May 12, 2025 Q1 2025 |
79,987
shares
|
$2.01 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
79,747
shares
|
$2.01 Million
1.4% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
79,616
shares
|
$2 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
79,449
shares
|
$2 Million
1.46% of portfolio
|
Q1 2025
Reduced 26.48%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
75,179
shares
|
$1.89 Million
0.01% of portfolio
|
Q1 2025
Added 77.09%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
73,882
shares
|
$1.86 Million
0.03% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Crestmont Private Wealth LLC
|
Apr 10, 2025 Q1 2025 |
72,268
shares
|
$1.82 Million
0.79% of portfolio
|
Q1 2025
Added 23.15%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
May 05, 2025 Q1 2025 |
71,586
shares
|
$1.8 Million
1.11% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
70,718
shares
|
$1.78 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
68,954
shares
|
$1.73 Million
0.18% of portfolio
|
Q4 2024
Added 72.55%
|