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 418 institutions that hold shares in the stock, with a total of 94.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
17,013
shares
|
$426,686
0.06% of portfolio
|
Q3 2024
Added 81.63%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
16,939
shares
|
$424,830
0.0% of portfolio
|
Q4 2024
Added 130.34%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
16,775
shares
|
$420,717
0.0% of portfolio
|
Q4 2024
Added 20.98%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
16,660
shares
|
$417,832
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
16,440
shares
|
$412,315
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
16,134
shares
|
$404,640
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
16,093
shares
|
$403,612
0.01% of portfolio
|
Q4 2024
Reduced 12.82%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
15,867
shares
|
$397,944
0.13% of portfolio
|
Q2 2024
Added 5.37%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
15,240
shares
|
$382,219
0.09% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
14,813
shares
|
$371,510
0.13% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
14,309
shares
|
$358,869
0.0% of portfolio
|
Q4 2024
Added 72.31%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Feb 10, 2025 Q4 2024 |
14,061
shares
|
$352,649
0.03% of portfolio
|
Q4 2024
Added 18.55%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jan 27, 2025 Q4 2024 |
14,055
shares
|
$352,499
0.2% of portfolio
|
Q4 2024
Added 10.37%
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Feb 13, 2025 Q4 2024 |
13,896
shares
|
$348,511
0.3% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Feb 13, 2025 Q4 2024 |
13,779
shares
|
$345,577
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
13,750
shares
|
$344,850
0.06% of portfolio
|
Q4 2023
Reduced 13.25%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
13,100
shares
|
$328,548
0.03% of portfolio
|
Q4 2024
Added 424.0%
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
12,800
shares
|
$321,024
0.12% of portfolio
|
Q4 2024
Reduced 7.25%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
12,591
shares
|
$315,782
0.16% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
12,297
shares
|
$308,408
0.24% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
12,288
shares
|
$308,183
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
12,123
shares
|
$304,044
0.05% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
12,067
shares
|
$302,640
0.22% of portfolio
|
Q4 2024
Reduced 13.5%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
12,051
shares
|
$302,239
0.0% of portfolio
|
Q4 2024
Reduced 22.73%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
12,050
shares
|
$302,214
0.25% of portfolio
|
Q4 2024
Added 8.56%
|