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 |
|---|---|---|---|---|---|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
55,493
shares
|
$1.39 Million
0.24% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
53,794
shares
|
$1.35 Million
1.07% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
52,832
shares
|
$1.33 Million
0.22% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
52,561
shares
|
$1.32 Million
0.34% of portfolio
|
Q3 2024
Added 155.56%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
52,055
shares
|
$1.31 Million
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
51,744
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2024
Added 16.68%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
50,510
shares
|
$1.27 Million
0.14% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
50,474
shares
|
$1.27 Million
0.07% of portfolio
|
Q3 2024
Added 66.23%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
48,618
shares
|
$1.22 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Timber Creek Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
48,364
shares
|
$1.21 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
48,252
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.32%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
48,006
shares
|
$1.2 Million
0.05% of portfolio
|
Q2 2020
Added 18.83%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
47,352
shares
|
$1.19 Million
0.28% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
46,145
shares
|
$1.16 Million
0.36% of portfolio
|
Q3 2024
Added 189.02%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Oct 23, 2024 Q3 2024 |
46,066
shares
|
$1.16 Million
0.2% of portfolio
|
Q3 2024
Reduced 19.83%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
45,885
shares
|
$1.15 Million
0.25% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
45,012
shares
|
$1.13 Million
0.3% of portfolio
|
Q3 2024
Added 44.2%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
43,945
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
43,487
shares
|
$1.09 Million
0.19% of portfolio
|
Q3 2024
Reduced 22.13%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
43,164
shares
|
$1.08 Million
0.19% of portfolio
|
Q3 2024
Added 48.95%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
42,894
shares
|
$1.08 Million
0.09% of portfolio
|
Q3 2024
Added 10.36%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
42,500
shares
|
$1.07 Million
0.25% of portfolio
|
Q3 2024
Reduced 10.51%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
41,765
shares
|
$1.05 Million
0.37% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
41,635
shares
|
$1.04 Million
0.41% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
41,292
shares
|
$1.04 Million
0.31% of portfolio
|
Q4 2020
Reduced 66.2%
|