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 |
|---|---|---|---|---|---|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
67,090
shares
|
$1.68 Million
0.29% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
65,400
shares
|
$1.64 Million
1.13% of portfolio
|
Q4 2024
Reduced 15.18%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
65,145
shares
|
$1.63 Million
1.44% of portfolio
|
Q4 2024
Reduced 33.73%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
62,560
shares
|
$1.57 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
62,407
shares
|
$1.57 Million
0.07% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
61,223
shares
|
$1.54 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
60,914
shares
|
$1.53 Million
0.82% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
59,103
shares
|
$1.48 Million
0.34% of portfolio
|
Q4 2024
Reduced 30.21%
|
|
|
Crestmont Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
58,685
shares
|
$1.47 Million
0.66% of portfolio
|
Q4 2024
Added 141.58%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
58,314
shares
|
$1.46 Million
0.12% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
57,547
shares
|
$1.44 Million
0.05% of portfolio
|
Q4 2024
Reduced 15.83%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
56,436
shares
|
$1.42 Million
1.08% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
56,429
shares
|
$1.42 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jan 21, 2025 Q4 2024 |
55,964
shares
|
$1.4 Million
1.23% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
55,776
shares
|
$1.4 Million
0.24% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
54,886
shares
|
$1.38 Million
0.11% of portfolio
|
Q4 2024
Added 27.96%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
53,999
shares
|
$1.35 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
53,341
shares
|
$1.34 Million
0.03% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
52,927
shares
|
$1.33 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
52,625
shares
|
$1.32 Million
0.02% of portfolio
|
Q4 2024
Reduced 69.55%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
52,518
shares
|
$1.32 Million
0.02% of portfolio
|
Q4 2024
Added 150.42%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
52,055
shares
|
$1.31 Million
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
51,765
shares
|
$1.3 Million
0.44% of portfolio
|
Q4 2024
Added 23.94%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
50,510
shares
|
$1.27 Million
0.14% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
49,869
shares
|
$1.25 Million
0.22% of portfolio
|
Q4 2024
Added 8.26%
|