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 |
|---|---|---|---|---|---|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
296,125
shares
|
$7.43 Million
3.07% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
294,950
shares
|
$7.4 Million
1.89% of portfolio
|
Q4 2024
Added 70462.2%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
282,843
shares
|
$7.09 Million
1.15% of portfolio
|
Q4 2024
Added 25.51%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
273,599
shares
|
$6.86 Million
2.92% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
269,107
shares
|
$6.75 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
257,649
shares
|
$6.46 Million
1.28% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
248,911
shares
|
$6.24 Million
0.27% of portfolio
|
Q4 2024
Added 107.94%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
246,671
shares
|
$6.19 Million
0.15% of portfolio
|
Q1 2024
Added 2.12%
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
245,168
shares
|
$6.15 Million
1.02% of portfolio
|
Q4 2024
Reduced 22.52%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
233,081
shares
|
$5.85 Million
0.05% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
232,947
shares
|
$5.84 Million
0.37% of portfolio
|
Q4 2024
Added 22.67%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
232,039
shares
|
$5.82 Million
1.01% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
222,458
shares
|
$5.58 Million
0.02% of portfolio
|
Q4 2024
Added 14.87%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
217,919
shares
|
$5.47 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
212,604
shares
|
$5.33 Million
0.85% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
212,311
shares
|
$5.32 Million
0.12% of portfolio
|
Q4 2024
Added 23.75%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
210,770
shares
|
$5.29 Million
0.04% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
198,739
shares
|
$4.98 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
198,005
shares
|
$4.97 Million
4.42% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
196,310
shares
|
$4.92 Million
0.07% of portfolio
|
Q4 2024
Added 79.87%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
195,668
shares
|
$4.91 Million
0.02% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
195,402
shares
|
$4.9 Million
0.09% of portfolio
|
Q4 2024
Added 15.43%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
192,270
shares
|
$4.82 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
189,717
shares
|
$4.76 Million
1.17% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
188,701
shares
|
$4.73 Million
0.01% of portfolio
|
Q4 2024
Added 15.55%
|