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 |
|---|---|---|---|---|---|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
22,000
shares
|
$551,760
0.03% of portfolio
|
Q1 2024
Reduced 15.38%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
21,949
shares
|
$550,480
0.04% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
21,800
shares
|
$546,744
0.09% of portfolio
|
Q2 2023
Reduced 7.63%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
21,745
shares
|
$545,364
0.01% of portfolio
|
Q1 2024
Reduced 2.58%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
21,687
shares
|
$543,909
0.0% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
21,643
shares
|
$542,806
0.14% of portfolio
|
Q3 2024
Added 41.15%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
20,589
shares
|
$516,372
0.35% of portfolio
|
Q3 2024
Added 41.26%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
20,259
shares
|
$508,095
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
20,233
shares
|
$507,443
0.04% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
20,173
shares
|
$505,938
0.02% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
20,118
shares
|
$504,559
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
20,058
shares
|
$503,054
0.05% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
19,777
shares
|
$496,007
0.02% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
18,958
shares
|
$475,466
0.1% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2024 Q3 2024 |
18,830
shares
|
$472,256
0.24% of portfolio
|
Q3 2024
Added 59.97%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
18,500
shares
|
$463,979
0.0% of portfolio
|
Q3 2024
Reduced 29.12%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
18,500
shares
|
$463,979
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
18,459
shares
|
$462,951
0.01% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
18,258
shares
|
$457,910
0.4% of portfolio
|
Q3 2024
Added 10.93%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
18,090
shares
|
$453,697
0.08% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
17,975
shares
|
$450,812
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
17,013
shares
|
$426,686
0.06% of portfolio
|
Q3 2024
Added 81.63%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
16,660
shares
|
$417,832
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
16,462
shares
|
$412,866
0.04% of portfolio
|
Q4 2023
Reduced 2.37%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
16,455
shares
|
$412,691
0.2% of portfolio
|
Q3 2024
Added 2.0%
|