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 421 institutions that hold shares in the stock, with a total of 95.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
50,510
shares
|
$1.27 Million
0.14% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
49,869
shares
|
$1.25 Million
0.22% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
49,820
shares
|
$1.25 Million
0.26% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 13, 2025 Q4 2024 |
49,471
shares
|
$1.24 Million
0.33% of portfolio
|
Q4 2024
Added 9.91%
|
|
|
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
|
Jan 31, 2025 Q4 2024 |
48,364
shares
|
$1.22 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
48,059
shares
|
$1.21 Million
0.21% of portfolio
|
Q4 2024
Added 11.34%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
48,006
shares
|
$1.21 Million
0.05% of portfolio
|
Q2 2020
Added 18.83%
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
47,388
shares
|
$1.19 Million
0.59% of portfolio
|
Q4 2024
Added 51.22%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
47,352
shares
|
$1.19 Million
0.29% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Feb 14, 2025 Q4 2024 |
46,114
shares
|
$1.16 Million
0.81% of portfolio
|
Q4 2024
Added 123.97%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Mar 06, 2025 Q4 2024 |
45,144
shares
|
$1.14 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
44,491
shares
|
$1.12 Million
0.06% of portfolio
|
Q4 2024
Reduced 11.85%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
44,482
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
44,112
shares
|
$1.11 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
43,796
shares
|
$1.1 Million
0.6% of portfolio
|
Q4 2024
Added 52.98%
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
43,751
shares
|
$1.1 Million
0.38% of portfolio
|
Q4 2024
Reduced 16.76%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
42,619
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Reduced 29.71%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
42,591
shares
|
$1.07 Million
0.57% of portfolio
|
Q4 2024
Added 403.68%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
42,452
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 85.06%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
42,414
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2024
Added 160.26%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
42,393
shares
|
$1.07 Million
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
40,989
shares
|
$1.03 Million
0.01% of portfolio
|
Q4 2024
Reduced 28.86%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
40,364
shares
|
$1.02 Million
0.43% of portfolio
|
Q4 2024
Added 0.2%
|