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 |
|---|---|---|---|---|---|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
51,715
shares
|
$1.3 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
50,329
shares
|
$1.27 Million
0.23% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
50,142
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 58.44%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
50,065
shares
|
$1.26 Million
0.04% of portfolio
|
Q1 2025
Reduced 13.0%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
49,760
shares
|
$1.25 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
49,684
shares
|
$1.25 Million
0.06% of portfolio
|
Q1 2025
Reduced 20.39%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Apr 08, 2025 Q1 2025 |
49,638
shares
|
$1.25 Million
0.32% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
49,187
shares
|
$1.24 Million
0.55% of portfolio
|
Q1 2025
Added 32.7%
|
|
|
One Plus One Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
48,873
shares
|
$1.23 Million
0.9% of portfolio
|
Q1 2025
Added 61.27%
|
|
|
Masso Torrence Wealth Management Inc.
|
Apr 22, 2025 Q1 2025 |
48,639
shares
|
$1.22 Million
0.71% of portfolio
|
Q1 2025
Reduced 33.86%
|
|
|
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
|
Apr 29, 2025 Q1 2025 |
48,364
shares
|
$1.22 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
48,169
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
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%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
47,991
shares
|
$1.21 Million
0.83% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
47,352
shares
|
$1.19 Million
0.29% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Apr 23, 2025 Q1 2025 |
46,955
shares
|
$1.18 Million
1.23% of portfolio
|
Q1 2025
Reduced 16.1%
|
|
|
Oldfather Financial Services, LLC
|
May 01, 2025 Q1 2025 |
45,878
shares
|
$1.15 Million
0.44% of portfolio
|
Q1 2025
Added 35.42%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
45,162
shares
|
$1.14 Million
0.23% of portfolio
|
Q1 2025
Reduced 37.98%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
44,491
shares
|
$1.12 Million
0.06% of portfolio
|
Q4 2024
Reduced 11.85%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
44,315
shares
|
$1.11 Million
0.58% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
43,381
shares
|
$1.09 Million
0.17% of portfolio
|
Q1 2025
Added 10.3%
|
|
|
Reliant Wealth Planning
|
Apr 28, 2025 Q1 2025 |
43,004
shares
|
$1.08 Million
0.55% of portfolio
|
Q1 2025
Reduced 9.25%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
42,741
shares
|
$1.08 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
42,440
shares
|
$1.07 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.05%
|