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iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) Institutional Ownership

iShares iBonds Dec 2025 Term Corporate ETF logo
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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQ)

Number of
Institutional Buyers
(last 12 months)
71
Total
Institutional Inflows
(last 12 months)
$204.17M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$17.53M
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IBDQ Institutional Buying and Selling by Quarter

iShares iBonds Dec 2025 Term Corporate ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 American Trust17,191$432K0.1%+3.2%0.014%
5/16/2025 Peloton Wealth Strategists292,840$7.37M3.1%-1.1%0.238%
5/16/2025 NewEdge Advisors LLC1,031,825$25.95M0.2%-4.0%0.839%
5/16/2025 Integrated Wealth Concepts LLC202,481$5.09M0.1%+52.1%0.165%
5/15/2025 OLD Mission Capital LLC14,438$363K0.0%N/A0.012%
5/12/2025 Scissortail Wealth Management LLC307,907$7.74M2.0%+4.4%0.250%
5/9/2025 Foster Dykema Cabot & Partners LLC10,000$252K0.0%-23.7%0.008%
5/9/2025 Cary Street Partners Financial LLC70,718$1.78M0.1%-2.6%0.057%
5/9/2025 Wells Financial Advisors INC4,500$113K0.2%-45.4%0.004%
5/8/2025 Bank of Jackson Hole Trust2,699$68K0.0%+60.4%0.002%
5/8/2025 Lyell Wealth Management LP353,095$8.88M0.8%-4.8%0.287%
5/8/2025 RVW Wealth LLC963,807$24.24M2.3%+0.8%0.783%
5/8/2025 Dearborn Partners LLC22,143$557K0.0%-1.8%0.018%
5/7/2025 Hurley Capital LLC85,940$2.16M1.6%+2.6%0.070%
5/7/2025 Valley Wealth Managers Inc.81,895$2.06M0.2%-3.5%0.067%
5/5/2025 Arrow Financial Corp542,074$13.63M1.5%-2.0%0.441%
4/30/2025 Leavell Investment Management Inc.396,844$9.98M0.5%+2.8%0.323%
4/29/2025 Cloud Capital Management LLC6,639$166K0.1%N/A0.005%
4/29/2025 Bank of New York Mellon Corp30,389$764K0.0%+10.1%0.024%
4/29/2025 Sonata Capital Group Inc.123,244$3.10M1.3%-0.7%0.097%
4/29/2025 Strategic Blueprint LLC22,428$564K0.0%-4.7%0.018%
4/28/2025 Buffington Mohr McNeal226,433$5.70M1.1%-7.6%0.179%
4/25/2025 Spinnaker Trust290,886$7.32M0.5%+24.9%0.230%
4/25/2025 First Fiduciary Investment Counsel Inc.88,727$2.23M0.5%-2.9%0.070%
4/24/2025 Klaas Financial Asset Advisors LLC89,873$2.26M0.4%+80.2%0.071%
4/24/2025 Trust Co. of Vermont5,268$132K0.0%N/A0.004%
4/23/2025 Trust Co of Kansas16,027$403K0.2%N/A0.013%
4/22/2025 Cambridge Investment Research Advisors Inc.234,826$5.91M0.0%+5.6%0.185%
4/22/2025 Crews Bank & Trust187,085$4.71M0.8%-2.7%0.148%
4/22/2025 Heartland Bank & Trust Co53,909$1.36M0.7%+23.1%0.043%
4/22/2025 RFP Financial Group LLC25,020$629K0.3%N/A0.020%
4/21/2025 L.M. Kohn & Company19,520$491K0.1%-9.8%0.015%
4/17/2025 Montecito Bank & Trust50,329$1.27M0.2%+4.7%0.040%
4/17/2025 Janney Montgomery Scott LLC172,770$4.35M0.0%-0.7%0.136%
4/17/2025 Rebalance LLC429,323$10.80M0.8%+28.2%0.339%
4/16/2025 Praetorian Wealth Management Inc.169,107$4.25M1.0%-10.9%0.134%
4/15/2025 GAMMA Investing LLC201,335$5.06M0.4%+21.8%0.159%
4/14/2025 Farther Finance Advisors LLC3,267$82K0.0%-10.9%0.003%
4/14/2025 Bank of New Hampshire10,355$260K0.1%-3.9%0.008%
4/11/2025 Princeton Global Asset Management LLC64,491$1.62M0.3%-5.1%0.051%
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4/8/2025 Parallel Advisors LLC176,994$4.45M0.1%-16.6%0.139%
4/7/2025 GAMMA Investing LLC5,063,575$127.35M0.0%+2,962.2%3.981%
2/18/2025 Sunbelt Securities Inc.17,365$435K0.0%+5.5%0.016%
2/18/2025 Novem Group416,415$10.43M1.5%N/A0.394%
2/18/2025 10Elms LLP33,264$833K0.9%N/A0.031%
2/17/2025 Sentinus LLC29,507$739K0.2%-3.5%0.028%
2/17/2025 Captrust Financial Advisors1,299,473$32.55M0.1%+29.2%1.229%
2/17/2025 Cary Street Partners Financial LLC72,631$1.82M0.1%N/A0.069%
2/17/2025 Baird Financial Group Inc.22,944$575K0.0%+5.8%0.022%
2/17/2025 BNP Paribas Financial Markets59,927$1.50M0.0%N/A0.057%
2/17/2025 Ameriprise Financial Inc.1,575,939$39.48M0.0%-4.7%1.490%
2/17/2025 Ancora Advisors LLC9,189$230K0.0%+19.2%0.009%
2/14/2025 Arrow Financial Corp553,062$13.85M1.3%+3.1%0.523%
2/14/2025 Integrated Wealth Concepts LLC133,082$3.33M0.0%+12.7%0.126%
2/14/2025 Landing Point Financial Group LLC13,779$346K0.3%N/A0.013%
2/13/2025 Foster Dykema Cabot & Partners LLC13,100$328K0.0%+424.0%0.012%
2/13/2025 United Capital Financial Advisors LLC233,081$5.84M0.0%+8.2%0.220%
2/13/2025 Hurley Capital LLC83,723$2.10M1.7%N/A0.079%
2/12/2025 CIBC Private Wealth Group LLC14,309$359K0.0%+72.3%0.014%
2/12/2025 American Money Management LLC19,379$485K0.1%-41.0%0.018%
2/12/2025 Brown Brothers Harriman & Co.52,927$1.33M0.0%N/A0.050%
2/12/2025 Godshalk Welsh Capital Management Inc.26,050$653K0.4%+4.0%0.025%
2/12/2025 JPMorgan Chase & Co.347,050$8.69M0.0%+7.1%0.328%
2/12/2025 Wells Financial Advisors INC8,240$206K0.3%+21.2%0.008%
2/11/2025 Sandy Spring Bank217,919$5.46M0.2%-2.6%0.206%
2/10/2025 Parallel Advisors LLC212,311$5.32M0.1%+23.7%0.201%
2/10/2025 Eldridge Investment Advisors Inc.59,103$1.48M0.3%-30.2%0.056%
2/10/2025 Hills Bank & Trust Co54,886$1.38M0.1%+28.0%0.052%
2/10/2025 J. L. Bainbridge & Co. Inc.14,061$352K0.0%+18.5%0.013%
2/10/2025 Farther Finance Advisors LLC3,667$92K0.0%-81.8%0.003%
2/7/2025 Rebalance LLC335,005$8.39M0.6%+1,565.2%0.317%
2/7/2025 Horan Securities Inc.39,737$995K0.4%-4.6%0.038%
2/7/2025 United Community Bank8,953$224K0.1%-16.3%0.008%
2/5/2025 Fisher Asset Management LLC8,173$205K0.0%N/A0.008%
2/5/2025 Peloton Wealth Strategists296,125$7.42M3.0%+4.2%0.280%
2/4/2025 Exchange Capital Management Inc.55,776$1.40M0.2%+5.6%0.053%
2/4/2025 Bank of New York Mellon Corp27,600$691K0.0%+20.6%0.026%
2/3/2025 Centricity Wealth Management LLC1,000$25K0.0%N/A0.001%
2/3/2025 Lyell Wealth Management LP371,036$9.29M0.8%+11.8%0.351%
1/31/2025 Bank of Jackson Hole Trust1,683$42K0.0%N/A0.002%
1/31/2025 Valley Wealth Managers Inc.84,873$2.13M0.2%-1.1%0.080%
1/30/2025 Newman Dignan & Sheerar Inc.39,918$1M0.3%-8.2%0.038%
1/30/2025 Spinnaker Trust232,947$5.84M0.4%+22.7%0.220%
1/29/2025 Sonata Capital Group Inc.124,064$3.11M1.3%+6.0%0.117%
1/29/2025 Leavell Investment Management Inc.386,091$9.67M0.5%+19.6%0.365%
1/29/2025 First Fiduciary Investment Counsel Inc.91,352$2.29M0.5%+5.2%0.086%
1/29/2025Silicon Valley Capital Partners18,347$460K0.1%N/A0.017%
1/28/2025 Wilmington Savings Fund Society FSB6,200$155K0.0%N/A0.006%
1/28/2025 Ledyard National Bank9,535$239K0.0%-14.4%0.009%
1/24/2025 Princeton Global Asset Management LLC67,939$1.70M0.3%-4.0%0.064%
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1/23/2025 RVW Wealth LLC956,187$23.95M2.2%+10.4%0.904%
1/23/2025 Crews Bank & Trust192,270$4.82M0.8%N/A0.182%
1/22/2025 Buffington Mohr McNeal245,168$6.14M1.0%-22.5%0.232%
1/22/2025 Heartland Bank & Trust Co43,796$1.10M0.6%+53.0%0.041%
1/22/2025 Klaas Financial Asset Advisors LLC49,869$1.25M0.2%+8.3%0.047%
1/21/2025 Archford Capital Strategies LLC90,962$2.28M0.3%-2.5%0.086%
1/21/2025 Montecito Bank & Trust48,059$1.20M0.2%+11.3%0.045%
1/17/2025 Janney Montgomery Scott LLC174,063$4.36M0.0%-1.2%0.165%
1/16/2025 First United Bank & Trust1,937$49K0.0%N/A0.002%
1/16/2025 Harbor Investment Advisory LLC58,314$1.46M0.1%+2.3%0.055%
(Data available from 1/1/2016 forward)

IBDQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBDQ shares?

During the previous two years, 109 institutional investors and hedge funds held shares of iShares iBonds Dec 2025 Term Corporate ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($39.48M), Captrust Financial Advisors ($32.55M), NewEdge Advisors LLC ($25.95M), RVW Wealth LLC ($24.24M), Ashton Thomas Private Wealth LLC ($13.69M), Arrow Financial Corp ($13.63M), and Rebalance LLC ($10.80M).Learn more on IBDQ's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2025 Term Corporate ETF stock?

Of the 100 institutional investors that purchased iShares iBonds Dec 2025 Term Corporate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GAMMA Investing LLC ($5.10M), Ameriprise Financial Inc. ($747.58K), Captrust Financial Advisors ($453.15K), Rebalance LLC ($429.32K), Novem Group ($416.42K), Spinnaker Trust ($264.05K), and Scissortail Wealth Management LLC ($262.22K).

How much institutional buying is happening at iShares iBonds Dec 2025 Term Corporate ETF?

Institutional investors have bought a total of 10,863,078 shares in the last 24 months. This purchase volume represents approximately $271.19M in transactions.

Which iShares iBonds Dec 2025 Term Corporate ETF major shareholders have been selling company stock?

Of the 54 institutional investors that sold iShares iBonds Dec 2025 Term Corporate ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Buffington Mohr McNeal ($289.69K), Janney Montgomery Scott LLC ($102.03K), RVW Wealth LLC ($79.27K), Ameriprise Financial Inc. ($77.80K), Cambridge Investment Research Advisors Inc. ($52.50K), NewEdge Advisors LLC ($43.34K), and Parallel Advisors LLC ($35.32K).

How much institutional selling is happening at iShares iBonds Dec 2025 Term Corporate ETF?

Institutional investors have sold a total of 1,053,977 shares in the last 24 months. This volume of shares sold represents approximately $26.24M in transactions.



This page (NYSEARCA:IBDQ) was last updated on 5/22/2025 by MarketBeat.com Staff
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