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 431 institutions that hold shares in the stock, with a total of 96.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
64,761
shares
|
$1.62 Million
1.16% of portfolio
|
Q1 2025
Added 93.76%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
64,491
shares
|
$1.62 Million
0.34% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
63,058
shares
|
$1.58 Million
0.12% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
62,560
shares
|
$1.57 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
61,790
shares
|
$1.55 Million
0.65% of portfolio
|
Q1 2025
Added 36.87%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
60,015
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Added 40.82%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
59,926
shares
|
$1.5 Million
0.28% of portfolio
|
Q1 2025
Added 10.98%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
59,837
shares
|
$1.5 Million
0.27% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
59,341
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.65%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
58,486
shares
|
$1.47 Million
0.11% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
57,832
shares
|
$1.45 Million
1.14% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
56,614
shares
|
$1.42 Million
1.01% of portfolio
|
Q1 2025
Reduced 13.43%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
55,962
shares
|
$1.4 Million
0.16% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
54,471
shares
|
$1.37 Million
0.02% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
53,909
shares
|
$1.35 Million
0.71% of portfolio
|
Q1 2025
Added 23.09%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
53,675
shares
|
$1.35 Million
0.43% of portfolio
|
Q1 2025
Reduced 39.65%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
53,577
shares
|
$1.34 Million
0.74% of portfolio
|
Q1 2025
Reduced 12.04%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
53,355
shares
|
$1.34 Million
0.12% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
52,927
shares
|
$1.33 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
52,055
shares
|
$1.31 Million
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
51,743
shares
|
$1.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
51,715
shares
|
$1.3 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
50,329
shares
|
$1.26 Million
0.23% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
50,142
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 58.44%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
50,065
shares
|
$1.26 Million
0.04% of portfolio
|
Q1 2025
Reduced 13.0%
|