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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
80,175
shares
|
$2.01 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
79,919
shares
|
$2 Million
0.7% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
78,914
shares
|
$1.98 Million
0.03% of portfolio
|
Q3 2024
Added 29.72%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
77,100
shares
|
$1.93 Million
1.26% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
76,823
shares
|
$1.93 Million
0.4% of portfolio
|
Q3 2024
Added 31.26%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
73,214
shares
|
$1.84 Million
0.05% of portfolio
|
Q3 2024
Added 13.72%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
73,156
shares
|
$1.83 Million
0.03% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
70,770
shares
|
$1.77 Million
0.36% of portfolio
|
Q3 2024
Added 12.51%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
69,549
shares
|
$1.74 Million
0.52% of portfolio
|
Q3 2024
Added 12.87%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
69,507
shares
|
$1.74 Million
0.98% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
68,372
shares
|
$1.71 Million
0.05% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
66,835
shares
|
$1.68 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
66,768
shares
|
$1.67 Million
0.29% of portfolio
|
Q3 2024
Added 18.26%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
62,878
shares
|
$1.58 Million
0.11% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
62,560
shares
|
$1.57 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
61,867
shares
|
$1.55 Million
1.37% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
61,303
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2024
Added 53.23%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
60,635
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Reduced 37.94%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
59,576
shares
|
$1.49 Million
0.8% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
59,482
shares
|
$1.49 Million
0.07% of portfolio
|
Q3 2024
Added 11.53%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
57,970
shares
|
$1.45 Million
0.07% of portfolio
|
Q3 2024
Added 101.1%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
57,616
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
57,138
shares
|
$1.43 Million
0.23% of portfolio
|
Q3 2024
Added 463.38%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
56,994
shares
|
$1.43 Million
0.12% of portfolio
|
Q3 2024
Added 17.08%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
56,609
shares
|
$1.42 Million
0.14% of portfolio
|
Q3 2024
Added 4.44%
|