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 395 institutions that hold shares in the stock, with a total of 82.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
29,000
shares
|
$727,320
0.21% of portfolio
|
Q2 2018
New holding
|
|
|
Heartland Bank & Trust CO
|
Oct 22, 2024 Q3 2024 |
28,629
shares
|
$718,015
0.39% of portfolio
|
Q3 2024
Added 16.51%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
28,544
shares
|
$715,883
0.02% of portfolio
|
Q3 2024
Reduced 50.29%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
27,311
shares
|
$684,959
0.05% of portfolio
|
Q3 2024
Reduced 11.55%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
27,166
shares
|
$681,323
0.15% of portfolio
|
Q3 2024
Reduced 12.83%
|
|
|
Atwater Malick LLC
|
Oct 10, 2024 Q3 2024 |
27,164
shares
|
$681,273
0.22% of portfolio
|
Q1 2024
Added 5.5%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
26,937
shares
|
$675,579
0.07% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
26,915
shares
|
$675,028
0.01% of portfolio
|
Q3 2024
Added 31.78%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
26,531
shares
|
$665,397
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
26,357
shares
|
$661,033
0.56% of portfolio
|
Q4 2023
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
26,092
shares
|
$654,387
0.02% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
25,413
shares
|
$637,358
0.02% of portfolio
|
Q3 2024
Reduced 52.65%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
25,109
shares
|
$629,733
0.34% of portfolio
|
Q3 2024
Reduced 10.38%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
25,050
shares
|
$628,254
0.41% of portfolio
|
Q3 2024
Added 11.58%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
24,808
shares
|
$622,184
0.26% of portfolio
|
Q1 2024
Added 99.66%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
24,618
shares
|
$617,419
0.01% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
24,476
shares
|
$613,858
0.08% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Crestmont Private Wealth LLC
|
Oct 10, 2024 Q3 2024 |
24,292
shares
|
$609,243
0.27% of portfolio
|
Q3 2024
Added 42.63%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
24,115
shares
|
$604,804
0.07% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
23,876
shares
|
$598,810
0.26% of portfolio
|
Q3 2024
Added 28.05%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
23,511
shares
|
$589,655
0.04% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
23,455
shares
|
$588,251
0.07% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
22,940
shares
|
$575,335
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
22,760
shares
|
$570,820
0.01% of portfolio
|
Q3 2024
Added 16.69%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
22,641
shares
|
$567,836
0.02% of portfolio
|
Q3 2024
Added 0.79%
|