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 |
|---|---|---|---|---|---|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
40,284
shares
|
$1.01 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
39,962
shares
|
$1 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
39,467
shares
|
$989,832
0.54% of portfolio
|
Q3 2024
Added 9.36%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
37,997
shares
|
$952,964
0.18% of portfolio
|
Q3 2024
Added 13.32%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
37,713
shares
|
$945,842
0.17% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
37,687
shares
|
$945,189
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
37,676
shares
|
$944,914
0.0% of portfolio
|
Q3 2024
Added 31.19%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
37,124
shares
|
$931,069
0.06% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
36,114
shares
|
$905,739
0.2% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
35,964
shares
|
$901,977
0.18% of portfolio
|
Q3 2024
Reduced 26.02%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
35,654
shares
|
$894,202
0.14% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
35,598
shares
|
$892,797
0.49% of portfolio
|
Q3 2024
Reduced 34.59%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
34,399
shares
|
$862,726
0.08% of portfolio
|
Q3 2024
Added 16.11%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
34,294
shares
|
$860,093
0.26% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
One Plus One Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
34,067
shares
|
$854,400
0.51% of portfolio
|
Q3 2024
Added 24.03%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
33,879
shares
|
$849,685
0.08% of portfolio
|
Q2 2023
Reduced 18.14%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
32,822
shares
|
$823,175
0.17% of portfolio
|
Q3 2024
Reduced 13.71%
|
|
|
Reliant Wealth Planning
|
Oct 24, 2024 Q3 2024 |
31,337
shares
|
$785,931
0.34% of portfolio
|
Q3 2024
Added 14.58%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
31,333
shares
|
$785,831
0.46% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
30,577
shares
|
$766,871
0.09% of portfolio
|
Q3 2024
Added 35.11%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
30,570
shares
|
$766,695
0.19% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
30,258
shares
|
$758,870
0.05% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
30,000
shares
|
$752,400
0.33% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
29,928
shares
|
$750,594
0.34% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
29,000
shares
|
$727,320
0.21% of portfolio
|
Q2 2018
New holding
|