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

$25.11 -0.02 (-0.08%)
Closing price 12/15/2025
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$25.11 0.00 (0.00%)
As of 12/15/2025 05:25 PM Eastern
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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)
22
Total
Institutional Inflows
(last 12 months)
$21.96M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$45.82M
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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
1/1/2026JPMorgan Chase & Co.346,137$8.72M0.0%-23.1%0.317%
12/15/2025Farmers National Bank38,999$982K0.2%-7.7%0.036%
12/2/2025IFP Advisors Inc357,248$9.00M0.2%+0.6%0.327%
11/19/2025Sunbelt Securities Inc.14,928$376K0.0%-14.0%0.014%
11/19/2025Captrust Financial Advisors1,037,391$26.13M0.1%-19.1%0.951%
11/18/2025Reliant Wealth Planning43,004$1.08M0.4%-1.3%0.039%
11/17/2025Peloton Wealth Strategists279,600$7.04M2.8%-3.2%0.256%
11/17/2025Greenline Partners LLC89,400$2.25M0.3%-40.0%0.082%
11/17/2025NewEdge Advisors LLC838,905$21.13M0.1%-7.8%0.769%
11/17/2025Front Row Advisors LLC2,710$68K0.0%-27.7%0.002%
11/17/2025United Capital Financial Advisors LLC252,649$6.36M0.0%+3.3%0.232%
11/17/2025Integrated Wealth Concepts LLC244,925$6.17M0.1%+5.4%0.224%
11/17/2025Ameriprise Financial Inc.476,318$11.99M0.0%-45.7%0.437%
11/14/2025Ancora Advisors LLC6,500$164K0.0%-29.3%0.006%
11/13/2025BOKF NA3,800$96K0.0%+26.7%0.003%
11/13/2025Parallel Advisors LLC199,005$5.01M0.1%+2.5%0.182%
11/12/202510Elms LLP28,782$725K0.7%-12.3%0.026%
11/12/2025Mosaic Family Wealth Partners LLC78,491$1.98M0.2%+76.7%0.072%
11/12/2025Hurley Capital LLC83,016$2.09M1.2%-2.8%0.076%
11/10/2025 Cary Street Partners Financial LLC54,072$1.36M0.0%-11.1%0.050%
11/10/2025Thoroughbred Financial Services LLC27,662$696K0.0%-15.0%0.025%
11/10/2025Dearborn Partners LLC24,884$627K0.0%+5.7%0.023%
11/10/2025Heartland Bank & Trust Co115,689$2.91M1.2%+25.6%0.106%
11/7/2025JPMorgan Chase & Co.346,137$8.72M0.0%-23.1%0.317%
11/6/2025Lyell Wealth Management LP256,578$6.46M0.5%-17.3%0.235%
11/5/2025Spinnaker Trust289,330$7.29M0.4%-0.9%0.265%
11/5/2025Prime Capital Investment Advisors LLC74,351$1.87M0.0%-7.4%0.068%
11/5/2025First Fiduciary Investment Counsel Inc.80,953$2.04M0.4%-5.6%0.074%
11/5/2025HORAN Wealth LLC39,496$995K0.2%N/A0.036%
11/4/2025Atlantic Union Bankshares Corp181,228$4.57M0.1%-11.3%0.166%
11/4/2025United Community Bank19,133$482K0.1%-2.0%0.018%
11/4/2025L.M. Kohn & Company14,564$367K0.4%-12.6%0.013%
11/4/2025High Note Wealth LLC1,105$28K0.0%N/A0.001%
11/3/2025Valley Wealth Managers Inc.80,246$2.02M0.1%-2.1%0.074%
11/3/2025Cloud Capital Management LLC6,149$154K0.1%N/A0.006%
10/28/2025Leavell Investment Management Inc.311,329$7.84M0.3%-10.3%0.283%
10/27/2025Bogart Wealth LLC4,473$113K0.0%-13.1%0.004%
10/24/2025Pinnacle Bancorp Inc.1,598$40K0.0%-68.2%0.001%
10/24/2025Roble Belko & Company Inc39,023$983K0.1%-3.0%0.035%
10/23/2025Strategic Blueprint LLC23,813$600K0.0%+4.1%0.022%
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10/22/2025 Crews Bank & Trust166,230$4.19M0.6%-9.6%0.151%
10/21/2025 RVW Wealth LLC988,940$24.91M1.9%-1.9%0.893%
10/20/2025 Klaas Financial Asset Advisors LLC77,896$1.96M0.3%-7.5%0.070%
10/16/2025 Rebalance LLC679,446$17.12M1.0%+55.7%0.612%
10/15/2025 Praetorian Wealth Management Inc.147,564$3.72M0.8%-4.7%0.132%
10/14/2025 Farther Finance Advisors LLC13,923$351K0.0%+107.8%0.012%
10/9/2025Bartlett & CO. Wealth Management LLC1,268$32K0.0%-24.0%0.001%
10/9/2025 Princeton Global Asset Management LLC60,856$1.53M0.3%-2.1%0.054%
10/7/2025 Montecito Bank & Trust54,228$1.37M0.2%N/A0.049%
10/3/2025Horizons Wealth Management8,398$212K0.1%-21.0%0.008%
10/2/2025 InvesTrust286,074$7.21M2.6%-6.7%0.245%
10/2/2025 Bank of New Hampshire5,425$137K0.0%-47.6%0.005%
9/11/2025Silicon Valley Capital Partners18,660$470K0.0%N/A0.016%
8/18/2025Front Row Advisors LLC3,750$94K0.0%-35.7%0.003%
8/15/2025Captrust Financial Advisors1,282,182$32.29M0.1%-5.4%1.100%
8/15/2025BNP Paribas Financial Markets3,323$84K0.0%-53.4%0.003%
8/15/2025Ameriprise Financial Inc.877,591$22.10M0.0%-18.7%0.753%
8/14/2025Dearborn Partners LLC23,542$593K0.0%+6.3%0.020%
8/14/2025NewEdge Advisors LLC910,149$22.92M0.1%-11.8%0.781%
8/14/2025Hurley Capital LLC85,404$2.15M1.5%-0.6%0.073%
8/14/2025 Cary Street Partners Financial LLC60,832$1.53M0.0%-14.0%0.052%
8/13/2025Peloton Wealth Strategists288,840$7.27M2.9%-1.4%0.248%
8/12/2025JPMorgan Chase & Co.450,061$11.33M0.0%+27.4%0.386%
8/11/2025Mosaic Family Wealth Partners LLC44,419$1.12M0.1%N/A0.038%
8/6/2025Atlantic Union Bankshares Corp204,261$5.14M0.1%N/A0.174%
8/5/2025ADG Wealth Management Group LLC23,275$586K0.5%N/A0.020%
8/5/2025Gould Asset Management LLC CA52,535$1.32M0.3%+5.6%0.045%
8/4/2025Spinnaker Trust292,050$7.35M0.4%+0.4%0.249%
8/4/2025L.M. Kohn & Company16,664$420K0.1%-14.6%0.014%
8/1/2025Bank of Jackson Hole Trust3,628$91K0.1%+34.4%0.003%
7/31/2025Leavell Investment Management Inc.347,086$8.74M0.4%-12.5%0.296%
7/30/2025Strategic Blueprint LLC22,875$576K0.0%+2.0%0.019%
7/30/2025Bogart Wealth LLC5,145$130K0.0%-16.4%0.004%
7/30/2025 Princeton Global Asset Management LLC62,153$1.57M0.3%-3.6%0.053%
7/29/2025Lyell Wealth Management LP310,222$7.81M0.6%-12.1%0.264%
7/25/2025Heartland Bank & Trust Co92,089$2.32M1.1%+70.8%0.078%
7/25/2025Wells Financial Advisors INC1,440$36K0.0%-68.0%0.001%
7/24/2025First Fiduciary Investment Counsel Inc.85,792$2.16M0.4%-3.3%0.073%
7/23/2025Prime Capital Investment Advisors LLC80,299$2.02M0.0%-42.6%0.068%
7/21/2025Exchange Capital Management Inc.47,115$1.19M0.2%-21.3%0.040%
7/21/2025 Crews Bank & Trust183,790$4.63M0.7%-1.8%0.156%
7/18/2025 Newman Dignan & Sheerar Inc.17,768$447K0.1%-47.5%0.015%
7/17/2025Janney Montgomery Scott LLC171,957$4.33M0.0%-0.5%0.146%
7/16/2025 Rebalance LLC436,312$10.99M0.7%+1.6%0.370%
7/15/2025 RVW Wealth LLC1,008,412$25.39M2.2%+4.6%0.856%
7/11/2025 Farther Finance Advisors LLC6,700$169K0.0%+105.1%0.006%
7/10/2025 Klaas Financial Asset Advisors LLC84,185$2.12M0.3%-6.3%0.071%
7/9/2025 Praetorian Wealth Management Inc.154,843$3.90M0.9%-8.4%0.131%
7/8/2025Parallel Advisors LLC194,181$4.89M0.1%+9.7%0.164%
7/7/2025Horizons Wealth Management10,626$268K0.2%-11.5%0.009%
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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%


IBDQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 101 institutional investors and hedge funds held shares of iShares iBonds Dec 2025 Term Corporate ETF. The most heavily invested institutionals were Captrust Financial Advisors ($26.13M), RVW Wealth LLC ($24.91M), NewEdge Advisors LLC ($21.13M), Rebalance LLC ($17.12M), Ashton Thomas Private Wealth LLC ($13.69M), Arrow Financial Corp ($13.63M), and Ameriprise Financial Inc. ($11.99M).Learn more on iShares iBonds Dec 2025 Term Corporate ETF's institutional investors.

Of the 77 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 ($5.06M), Rebalance LLC ($679.45K), Novem Group ($416.42K), Captrust Financial Advisors ($345.83K), Atlantic Union Bankshares Corp ($204.26K), Crews Bank & Trust ($192.27K), and RVW Wealth LLC ($142.50K).

Institutional investors have bought a total of 871,886 shares in the last 24 months. This purchase volume represents approximately $21.96M in transactions.

Of the 38 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: Ameriprise Financial Inc. ($603.22K), Captrust Financial Advisors ($318.01K), JPMorgan Chase & Co. ($207.85K), NewEdge Advisors LLC ($192.92K), Lyell Wealth Management LP ($96.52K), Leavell Investment Management Inc. ($85.52K), and Prime Capital Investment Advisors LLC ($65.64K).

Institutional investors have sold a total of 1,819,186 shares in the last 24 months. This volume of shares sold represents approximately $45.82M in transactions.


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This page (NYSEARCA:IBDQ) was last updated on 7/21/2026 by MarketBeat.com Staff.
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