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

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$24.76
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(As of 05/10/2024 ET)
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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)
60
Total
Institutional Inflows
(last 12 months)
$67.09M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$8.88M
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IBDQ Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/10/2024 J. L. Bainbridge & Co. Inc.9,560$237K0.0%N/A0.009%
5/9/2024 Dorsey & Whitney Trust CO LLC22,000$546K0.0%-15.4%0.021%
5/9/2024 Dearborn Partners LLC22,370$555K0.0%+8.2%0.021%
5/4/2024 Gould Asset Management LLC CA32,375$803K0.2%+33.6%0.030%
5/4/2024 Valley Wealth Managers Inc.84,599$2.10M0.2%-3.5%0.079%
5/3/2024 United Community Bank10,661$264K0.1%+19.1%0.010%
5/2/2024 Horan Securities Inc.37,915$941K0.4%+4.9%0.036%
5/1/2024 Janney Montgomery Scott LLC178,080$4.42M0.0%-5.7%0.167%
4/29/2024 Newman Dignan & Sheerar Inc.54,451$1.35M0.4%-20.1%0.051%
4/26/2024 Bogart Wealth LLC5,350$133K0.0%+12.8%0.005%
4/25/2024 L.M. Kohn & Company13,523$336K0.1%N/A0.013%
4/25/2024 Klaas Financial Asset Advisors LLC49,874$1.24M0.2%-4.2%0.047%
4/25/2024 Cambridge Investment Research Advisors Inc.136,006$3.37M0.0%+10.7%0.128%
4/24/2024 Leavell Investment Management Inc.297,651$7.39M0.4%+1.5%0.279%
4/24/2024 PSI Advisors LLC53,368$1.32M0.5%+13.3%0.050%
4/24/2024 Archford Capital Strategies LLC90,712$2.25M0.4%-2.9%0.085%
4/24/2024 First Fiduciary Investment Counsel Inc.89,065$2.21M0.5%+8.1%0.084%
4/23/2024 Strategic Blueprint LLC8,590$213K0.0%N/A0.008%
4/22/2024Ashton Thomas Private Wealth LLC579,784$14.38M0.8%-0.5%0.544%
4/18/2024 Buffington Mohr McNeal516,120$12.81M2.3%+4.8%0.598%
4/18/2024 Exchange Capital Management Inc.49,780$1.24M0.2%+17.3%0.058%
4/16/2024 Pinnacle Bancorp Inc.4,414$110K0.0%-75.9%0.005%
4/12/2024 Harbor Investment Advisory LLC44,818$1.11M0.1%+10.5%0.052%
4/10/2024 Praetorian Wealth Management Inc.193,308$4.80M1.3%-0.5%0.224%
4/9/2024 Montecito Bank & Trust16,292$404K0.1%N/A0.019%
4/9/2024 Adirondack Trust Co.6,183$153K0.1%+43.8%0.007%
4/8/2024 RVW Wealth LLC732,358$18.17M1.9%-2.7%0.849%
4/5/2024 GAMMA Investing LLC20,656$512K0.1%N/A0.024%
4/1/2024 Confluence Investment Management LLC150,343$3.73M0.1%N/A0.174%
3/29/2024 Adirondack Trust Co.4,300$106K0.0%+492.3%0.005%
2/14/2024Waterloo Capital L.P.30,707$760K0.1%N/A0.036%
2/12/2024Arrow Financial Corp495,962$12.28M1.3%+8.4%0.575%
2/12/2024 Parallel Advisors LLC65,981$1.63M0.0%+819.6%0.076%
2/12/2024Godshalk Welsh Capital Management Inc.14,550$360K0.3%N/A0.017%
2/9/2024 Cambridge Investment Research Advisors Inc.122,867$3.04M0.0%+11.6%0.142%
2/9/2024InterOcean Capital Group LLC241,542$5.98M0.2%-8.7%0.280%
2/8/2024 Janney Montgomery Scott LLC188,761$4.67M0.0%-0.2%0.219%
2/7/2024 Horan Securities Inc.36,143$895K0.5%+1.8%0.042%
2/7/2024 Cary Street Partners Investment Advisory LLC146,195$3.62M0.2%-14.5%0.170%
2/7/2024 Sonata Capital Group Inc.99,619$2.47M1.2%+3.4%0.116%
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2/7/2024 Bogart Wealth LLC4,744$117K0.0%+85.5%0.006%
2/6/2024Eldridge Investment Advisors Inc.34,540$855K0.2%+273.6%0.040%
2/6/2024 First Horizon Advisors Inc.2,846$70K0.0%-12.5%0.003%
2/5/2024 Cary Street Partners Asset Management LLC84,077$2.08M0.4%-15.4%0.097%
2/2/2024Spinnaker Trust126,752$3.14M0.2%+149.4%0.147%
2/2/2024 Gould Asset Management LLC CA24,230$600K0.2%+77.5%0.028%
2/2/2024 Lyell Wealth Management LP298,228$7.38M0.8%+13.8%0.346%
2/1/2024 Roble Belko & Company Inc34,882$864K0.2%+56.3%0.040%
2/1/2024 PSI Advisors LLC47,112$1.17M0.4%+49.8%0.055%
1/31/2024 Migdal Insurance & Financial Holdings Ltd.95,500$2.37M0.0%+4.9%0.111%
1/30/2024Scissortail Wealth Management LLC249,262$6.19M2.0%+5.6%0.289%
1/30/2024 Buffington Mohr McNeal492,436$12.19M2.4%+18.8%0.571%
1/30/2024 Crescent Grove Advisors LLC27,239$674K0.1%N/A0.032%
1/26/2024 Sandy Spring Bank230,145$5.70M0.3%+0.4%0.267%
1/26/2024 Harbor Investment Advisory LLC40,570$1.01M0.1%+5.7%0.047%
1/24/2024Prime Capital Investment Advisors LLC58,972$1.46M0.0%+65.5%0.068%
1/24/2024 Private Trust Co. NA7,614$189K0.0%+15.1%0.009%
1/23/2024 Leavell Investment Management Inc.293,230$7.26M0.5%+9.4%0.340%
1/23/2024 Householder Group Estate & Retirement Specialist LLC14,970$370K0.1%-5.0%0.017%
1/22/2024 Princeton Global Asset Management LLC45,481$1.13M0.3%+7.0%0.053%
1/12/2024 Archford Capital Strategies LLC93,462$2.31M0.4%+0.8%0.108%
1/11/2024 Praetorian Wealth Management Inc.194,204$4.81M1.4%+1.7%0.225%
1/8/2024 RVW Wealth LLC752,971$18.64M2.0%+4.0%0.873%
1/8/2024 Horizons Wealth Management13,751$340K0.2%+10.0%0.016%
1/2/2024Anchor Investment Management LLC3,430$85K0.0%N/A0.004%
12/11/2023 Sunbelt Securities Inc.16,862$411K0.1%-3.4%0.020%
11/15/2023Integrated Wealth Concepts LLC72,729$1.77M0.0%+1.5%0.084%
11/15/2023KPP Advisory Services LLC11,700$285K0.1%N/A0.014%
11/15/2023Ameriprise Financial Inc.2,041,678$49.74M0.0%+57.8%2.367%
11/14/2023Peloton Wealth Strategists256,525$6.25M2.9%+4.6%0.297%
11/13/2023 Asset Dedication LLC101,872$2.45M0.2%-0.6%0.118%
11/13/2023 Cary Street Partners Investment Advisory LLC171,061$4.17M0.2%+201.7%0.198%
11/9/2023 Valley Wealth Managers Inc.87,409$2.13M0.2%-4.0%0.101%
11/9/2023Prime Capital Investment Advisors LLC35,634$868K0.0%+143.1%0.041%
11/8/2023 Janney Montgomery Scott LLC189,191$4.61M0.0%-7.2%0.219%
11/8/2023Spinnaker Trust50,827$1.24M0.1%N/A0.059%
11/8/2023Sutton Wealth Advisors Inc.3,411$83K0.0%+233.1%0.004%
11/8/2023 Newman Dignan & Sheerar Inc.45,443$1.11M0.4%-1.2%0.053%
11/7/2023 First Fiduciary Investment Counsel Inc.82,455$2.01M0.5%+0.8%0.096%
11/6/2023Black Swift Group LLC59,200$1.44M0.5%+366.1%0.069%
11/1/2023 Roble Belko & Company Inc22,321$544K0.1%+18.5%0.026%
11/1/2023 Horan Securities Inc.35,487$865K0.5%+18.3%0.041%
11/1/2023 Dearborn Partners LLC20,604$502K0.0%N/A0.024%
10/31/2023 Lyell Wealth Management LP262,151$6.39M0.9%+4.8%0.304%
10/30/2023 Bogart Wealth LLC2,558$62K0.0%N/A0.003%
10/30/2023 Sandy Spring Bank229,155$5.59M0.3%+4.8%0.266%
10/27/2023 Princeton Global Asset Management LLC42,488$1.04M0.3%+12.5%0.049%
10/27/2023 Archford Capital Strategies LLC92,698$2.26M0.4%+5.9%0.107%
10/27/2023 First Horizon Advisors Inc.3,253$79K0.0%N/A0.004%
10/25/2023 Farmers & Merchants Investments Inc.1,114$27K0.0%N/A0.001%
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10/25/2023 Buffington Mohr McNeal414,642$10.11M2.3%+1.4%0.481%
10/24/2023 Bank of New York Mellon Corp188,163$4.59M0.0%+77.9%0.218%
10/24/2023 Gould Asset Management LLC CA13,650$333K0.1%-5.4%0.016%
10/24/2023 Cambridge Investment Research Advisors Inc.110,128$2.68M0.0%-32.3%0.128%
10/23/2023Scissortail Wealth Management LLC236,003$5.75M4.5%N/A0.274%
10/17/2023 Riverview Trust Co5,558$135K0.1%N/A0.006%
10/17/2023 Avior Wealth Management LLC8,431$205K0.0%N/A0.010%
10/16/2023 Leavell Investment Management Inc.268,040$6.53M0.5%+7.9%0.311%
10/13/2023 Mascoma Wealth Management LLC2,728$66K0.0%+31.5%0.003%
10/13/2023 PSI Advisors LLC31,442$766K0.3%+205.6%0.036%
(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, 92 institutional investors and hedge funds held shares of iShares iBonds Dec 2025 Term Corporate ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($49.74M), US Bancorp DE ($33.56M), CORDA Investment Management LLC. ($23.36M), RVW Wealth LLC ($18.17M), Ashton Thomas Private Wealth LLC ($14.38M), Buffington Mohr McNeal ($12.81M), and Arrow Financial Corp ($12.28M).Learn more on IBDQ's institutional investors.

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

Of the 83 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: Ameriprise Financial Inc. ($747.58K), Buffington Mohr McNeal ($506.42K), Windsor Capital Management LLC ($414.36K), Arrow Financial Corp ($327.42K), US Bancorp DE ($327.34K), Confluence Investment Management LLC ($299.38K), and Leavell Investment Management Inc. ($255.88K).

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

Institutional investors have bought a total of 6,154,352 shares in the last 24 months. This purchase volume represents approximately $150.98M in transactions.

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

Of the 39 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: Capital Investment Advisors LLC ($1.23M), Janney Montgomery Scott LLC ($144.62K), RVW Wealth LLC ($118.30K), Cambridge Investment Research Advisors Inc. ($52.50K), OLD Mission Capital LLC ($35.50K), Sandy Spring Bank ($27.58K), and Cary Street Partners Investment Advisory LLC ($24.87K).

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

Institutional investors have sold a total of 1,830,664 shares in the last 24 months. This volume of shares sold represents approximately $45.08M in transactions.


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This page (NYSEARCA:IBDQ) was last updated on 5/10/2024 by MarketBeat.com Staff

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