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

iShares iBonds Dec 2025 Term Corporate ETF logo
$25.11 +0.02 (+0.08%)
As of 07/3/2025 05:00 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$202.23M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$17.51M
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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
7/1/2025 Harbor Investment Advisory LLC63,058$1.59M0.1%+8.4%0.053%
5/16/2025American Trust17,191$432K0.1%+3.2%0.014%
5/16/2025Peloton Wealth Strategists292,840$7.37M3.1%-1.1%0.238%
5/16/2025NewEdge Advisors LLC1,031,825$25.95M0.2%-4.0%0.839%
5/16/2025Integrated Wealth Concepts LLC202,481$5.09M0.1%+52.1%0.165%
5/15/2025OLD Mission Capital LLC14,438$363K0.0%N/A0.012%
5/12/2025Scissortail Wealth Management LLC307,907$7.74M2.0%+4.4%0.250%
5/9/2025Foster Dykema Cabot & Partners LLC10,000$252K0.0%-23.7%0.008%
5/9/2025Cary Street Partners Financial LLC70,718$1.78M0.1%-2.6%0.057%
5/9/2025Wells Financial Advisors INC4,500$113K0.2%-45.4%0.004%
5/8/2025Bank of Jackson Hole Trust2,699$68K0.0%+60.4%0.002%
5/8/2025Lyell Wealth Management LP353,095$8.88M0.8%-4.8%0.287%
5/8/2025RVW Wealth LLC963,807$24.24M2.3%+0.8%0.783%
5/8/2025Dearborn Partners LLC22,143$557K0.0%-1.8%0.018%
5/7/2025Hurley Capital LLC85,940$2.16M1.6%+2.6%0.070%
5/7/2025Valley Wealth Managers Inc.81,895$2.06M0.2%-3.5%0.067%
5/5/2025Arrow Financial Corp542,074$13.63M1.5%-2.0%0.441%
4/30/2025Leavell Investment Management Inc.396,844$9.98M0.5%+2.8%0.323%
4/29/2025Cloud Capital Management LLC6,639$166K0.1%N/A0.005%
4/29/2025Bank of New York Mellon Corp30,389$764K0.0%+10.1%0.024%
4/29/2025Sonata Capital Group Inc.123,244$3.10M1.3%-0.7%0.097%
4/29/2025Strategic Blueprint LLC22,428$564K0.0%-4.7%0.018%
4/28/2025Buffington Mohr McNeal226,433$5.70M1.1%-7.6%0.179%
4/25/2025Spinnaker Trust290,886$7.32M0.5%+24.9%0.230%
4/25/2025First Fiduciary Investment Counsel Inc.88,727$2.23M0.5%-2.9%0.070%
4/24/2025Klaas Financial Asset Advisors LLC89,873$2.26M0.4%+80.2%0.071%
4/24/2025Trust Co. of Vermont5,268$132K0.0%N/A0.004%
4/23/2025Trust Co of Kansas16,027$403K0.2%N/A0.013%
4/22/2025Cambridge Investment Research Advisors Inc.234,826$5.91M0.0%+5.6%0.185%
4/22/2025Crews Bank & Trust187,085$4.71M0.8%-2.7%0.148%
4/22/2025Heartland Bank & Trust Co53,909$1.36M0.7%+23.1%0.043%
4/22/2025RFP Financial Group LLC25,020$629K0.3%N/A0.020%
4/21/2025L.M. Kohn & Company19,520$491K0.1%-9.8%0.015%
4/17/2025Montecito Bank & Trust50,329$1.27M0.2%+4.7%0.040%
4/17/2025Janney Montgomery Scott LLC172,770$4.35M0.0%-0.7%0.136%
4/17/2025Rebalance LLC429,323$10.80M0.8%+28.2%0.339%
4/16/2025Praetorian Wealth Management Inc.169,107$4.25M1.0%-10.9%0.134%
4/15/2025GAMMA Investing LLC201,335$5.06M0.4%+21.8%0.159%
4/14/2025Farther Finance Advisors LLC3,267$82K0.0%-10.9%0.003%
4/14/2025Bank of New Hampshire10,355$260K0.1%-3.9%0.008%
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4/11/2025Princeton Global Asset Management LLC64,491$1.62M0.3%-5.1%0.051%
4/8/2025Parallel Advisors LLC176,994$4.45M0.1%-16.6%0.139%
4/7/2025GAMMA Investing LLC5,063,575$127.35M0.0%+2,962.2%3.981%
2/18/2025Sunbelt Securities Inc.17,365$435K0.0%+5.5%0.016%
2/18/2025Novem Group416,415$10.43M1.5%N/A0.394%
2/18/202510Elms LLP33,264$833K0.9%N/A0.031%
2/17/2025Sentinus LLC29,507$739K0.2%-3.5%0.028%
2/17/2025Captrust Financial Advisors1,299,473$32.55M0.1%+29.2%1.229%
2/17/2025Cary Street Partners Financial LLC72,631$1.82M0.1%N/A0.069%
2/17/2025Baird Financial Group Inc.22,944$575K0.0%+5.8%0.022%
2/17/2025BNP Paribas Financial Markets59,927$1.50M0.0%N/A0.057%
2/17/2025Ameriprise Financial Inc.1,575,939$39.48M0.0%-4.7%1.490%
2/17/2025Ancora Advisors LLC9,189$230K0.0%+19.2%0.009%
2/14/2025Arrow Financial Corp553,062$13.85M1.3%+3.1%0.523%
2/14/2025Integrated Wealth Concepts LLC133,082$3.33M0.0%+12.7%0.126%
2/14/2025Landing Point Financial Group LLC13,779$346K0.3%N/A0.013%
2/13/2025Foster Dykema Cabot & Partners LLC13,100$328K0.0%+424.0%0.012%
2/13/2025United Capital Financial Advisors LLC233,081$5.84M0.0%+8.2%0.220%
2/13/2025Hurley Capital LLC83,723$2.10M1.7%N/A0.079%
2/12/2025CIBC Private Wealth Group LLC14,309$359K0.0%+72.3%0.014%
2/12/2025American Money Management LLC19,379$485K0.1%-41.0%0.018%
2/12/2025Brown Brothers Harriman & Co.52,927$1.33M0.0%N/A0.050%
2/12/2025Godshalk Welsh Capital Management Inc.26,050$653K0.4%+4.0%0.025%
2/12/2025JPMorgan Chase & Co.347,050$8.69M0.0%+7.1%0.328%
2/12/2025Wells Financial Advisors INC8,240$206K0.3%+21.2%0.008%
2/11/2025Sandy Spring Bank217,919$5.46M0.2%-2.6%0.206%
2/10/2025Parallel Advisors LLC212,311$5.32M0.1%+23.7%0.201%
2/10/2025Eldridge Investment Advisors Inc.59,103$1.48M0.3%-30.2%0.056%
2/10/2025Hills Bank & Trust Co54,886$1.38M0.1%+28.0%0.052%
2/10/2025J. L. Bainbridge & Co. Inc.14,061$352K0.0%+18.5%0.013%
2/10/2025Farther Finance Advisors LLC3,667$92K0.0%-81.8%0.003%
2/7/2025Rebalance LLC335,005$8.39M0.6%+1,565.2%0.317%
2/7/2025Horan Securities Inc.39,737$995K0.4%-4.6%0.038%
2/7/2025United Community Bank8,953$224K0.1%-16.3%0.008%
2/5/2025Fisher Asset Management LLC8,173$205K0.0%N/A0.008%
2/5/2025Peloton Wealth Strategists296,125$7.42M3.0%+4.2%0.280%
2/4/2025Exchange Capital Management Inc.55,776$1.40M0.2%+5.6%0.053%
2/4/2025Bank of New York Mellon Corp27,600$691K0.0%+20.6%0.026%
2/3/2025Centricity Wealth Management LLC1,000$25K0.0%N/A0.001%
2/3/2025Lyell Wealth Management LP371,036$9.29M0.8%+11.8%0.351%
1/31/2025Bank of Jackson Hole Trust1,683$42K0.0%N/A0.002%
1/31/2025Valley Wealth Managers Inc.84,873$2.13M0.2%-1.1%0.080%
1/30/2025Newman Dignan & Sheerar Inc.39,918$1M0.3%-8.2%0.038%
1/30/2025Spinnaker Trust232,947$5.84M0.4%+22.7%0.220%
1/29/2025Sonata Capital Group Inc.124,064$3.11M1.3%+6.0%0.117%
1/29/2025Leavell Investment Management Inc.386,091$9.67M0.5%+19.6%0.365%
1/29/2025First 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%
1/28/2025Wilmington Savings Fund Society FSB6,200$155K0.0%N/A0.006%
1/28/2025Ledyard National Bank9,535$239K0.0%-14.4%0.009%
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1/24/2025Princeton Global Asset Management LLC67,939$1.70M0.3%-4.0%0.064%
1/23/2025RVW Wealth LLC956,187$23.95M2.2%+10.4%0.904%
1/23/2025Crews Bank & Trust192,270$4.82M0.8%N/A0.182%
1/22/2025Buffington Mohr McNeal245,168$6.14M1.0%-22.5%0.232%
1/22/2025Heartland Bank & Trust Co43,796$1.10M0.6%+53.0%0.041%
1/22/2025Klaas Financial Asset Advisors LLC49,869$1.25M0.2%+8.3%0.047%
1/21/2025Archford Capital Strategies LLC90,962$2.28M0.3%-2.5%0.086%
1/21/2025Montecito Bank & Trust48,059$1.20M0.2%+11.3%0.045%
1/17/2025Janney Montgomery Scott LLC174,063$4.36M0.0%-1.2%0.165%
1/16/2025First United Bank & Trust1,937$49K0.0%N/A0.002%
(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 iShares iBonds Dec 2025 Term Corporate ETF's institutional investors.

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

Of the 100 institutional investors that purchased iShares iBonds Dec 2025 Term Corporate ETF's 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 8,052,360 shares in the last 24 months. This purchase volume represents approximately $202.23M in transactions.

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

Of the 41 institutional investors that sold iShares iBonds Dec 2025 Term Corporate ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Buffington Mohr McNeal ($289.69K), Ameriprise Financial Inc. ($77.80K), NewEdge Advisors LLC ($43.34K), Parallel Advisors LLC ($35.32K), Praetorian Wealth Management Inc. ($32.54K), Ashton Thomas Private Wealth LLC ($28.99K), and Eldridge Investment Advisors Inc. ($25.59K).

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

Institutional investors have sold a total of 698,232 shares in the last 24 months. This volume of shares sold represents approximately $17.51M in transactions.



This page (NYSEARCA:IBDQ) was last updated on 7/4/2025 by MarketBeat.com Staff
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