Go Pro
→ The cat is out the bag (From Porter & Company) (Ad)tc pixel Free IBDQ Stock Alerts

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

$25.11 -0.02 (-0.08%)
Closing price 12/15/2025
Extended Trading
$25.11 0.00 (0.00%)
As of 12/15/2025 05:25 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$11.55M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$31.17M
Get IBDQ Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares iBonds Dec 2025 Term Corporate ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IBDQ Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/1/2026 JPMorgan Chase & Co.346,137$8.72M0.0%-23.1%0.317%
12/15/2025 Farmers National Bank38,999$982K0.2%-7.7%0.036%
12/2/2025 IFP Advisors Inc357,248$9.00M0.2%+0.6%0.327%
11/19/2025Sunbelt Securities Inc.14,928$376K0.0%-14.0%0.014%
11/19/2025 Captrust Financial Advisors1,037,391$26.13M0.1%-19.1%0.951%
11/18/2025 Reliant Wealth Planning43,004$1.08M0.4%-1.3%0.039%
11/17/2025 Peloton Wealth Strategists279,600$7.04M2.8%-3.2%0.256%
11/17/2025 Greenline Partners LLC89,400$2.25M0.3%-40.0%0.082%
11/17/2025 NewEdge Advisors LLC838,905$21.13M0.1%-7.8%0.769%
11/17/2025 Front Row Advisors LLC2,710$68K0.0%-27.7%0.002%
11/17/2025 United Capital Financial Advisors LLC252,649$6.36M0.0%+3.3%0.232%
11/17/2025 Integrated Wealth Concepts LLC244,925$6.17M0.1%+5.4%0.224%
11/17/2025 Ameriprise Financial Inc.476,318$11.99M0.0%-45.7%0.437%
11/14/2025 Ancora Advisors LLC6,500$164K0.0%-29.3%0.006%
11/13/2025 BOKF NA3,800$96K0.0%+26.7%0.003%
11/13/2025 Parallel Advisors LLC199,005$5.01M0.1%+2.5%0.182%
11/12/2025 10Elms LLP28,782$725K0.7%-12.3%0.026%
11/12/2025 Mosaic Family Wealth Partners LLC78,491$1.98M0.2%+76.7%0.072%
11/12/2025 Hurley 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%
11/10/2025 Thoroughbred Financial Services LLC27,662$696K0.0%-15.0%0.025%
11/10/2025 Dearborn Partners LLC24,884$627K0.0%+5.7%0.023%
11/10/2025 Heartland Bank & Trust Co115,689$2.91M1.2%+25.6%0.106%
11/7/2025 JPMorgan Chase & Co.346,137$8.72M0.0%-23.1%0.317%
11/6/2025 Lyell Wealth Management LP256,578$6.46M0.5%-17.3%0.235%
11/5/2025 Spinnaker Trust289,330$7.29M0.4%-0.9%0.265%
11/5/2025 Prime Capital Investment Advisors LLC74,351$1.87M0.0%-7.4%0.068%
11/5/2025 First Fiduciary Investment Counsel Inc.80,953$2.04M0.4%-5.6%0.074%
11/5/2025 HORAN Wealth LLC39,496$995K0.2%N/A0.036%
11/4/2025 Atlantic Union Bankshares Corp181,228$4.57M0.1%-11.3%0.166%
11/4/2025 United Community Bank19,133$482K0.1%-2.0%0.018%
11/4/2025L.M. Kohn & Company14,564$367K0.4%-12.6%0.013%
11/4/2025 High Note Wealth LLC1,105$28K0.0%N/A0.001%
11/3/2025 Valley Wealth Managers Inc.80,246$2.02M0.1%-2.1%0.074%
11/3/2025 Cloud Capital Management LLC6,149$154K0.1%N/A0.006%
10/28/2025 Leavell Investment Management Inc.311,329$7.84M0.3%-10.3%0.283%
10/27/2025 Bogart Wealth LLC4,473$113K0.0%-13.1%0.004%
10/24/2025 Pinnacle Bancorp Inc.1,598$40K0.0%-68.2%0.001%
10/24/2025 Roble Belko & Company Inc39,023$983K0.1%-3.0%0.035%
10/23/2025 Strategic Blueprint LLC23,813$600K0.0%+4.1%0.022%
Here’s the stock symbol I’ve promised (Ad)

Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better. This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required.tc pixel

Get the stock name and ticker symbol free of charge today
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%
10/9/2025 Bartlett & 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%
8/18/2025 Front Row Advisors LLC3,750$94K0.0%-35.7%0.003%
8/15/2025 Captrust Financial Advisors1,282,182$32.29M0.1%-5.4%1.100%
8/15/2025 BNP Paribas Financial Markets3,323$84K0.0%-53.4%0.003%
8/15/2025 Ameriprise Financial Inc.877,591$22.10M0.0%-18.7%0.753%
8/14/2025 Dearborn Partners LLC23,542$593K0.0%+6.3%0.020%
8/14/2025 NewEdge Advisors LLC910,149$22.92M0.1%-11.8%0.781%
8/14/2025 Hurley 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%
8/13/2025 Peloton Wealth Strategists288,840$7.27M2.9%-1.4%0.248%
8/12/2025 JPMorgan Chase & Co.450,061$11.33M0.0%+27.4%0.386%
8/11/2025 Mosaic Family Wealth Partners LLC44,419$1.12M0.1%N/A0.038%
8/6/2025 Atlantic Union Bankshares Corp204,261$5.14M0.1%N/A0.174%
8/5/2025 ADG Wealth Management Group LLC23,275$586K0.5%N/A0.020%
8/5/2025 Gould Asset Management LLC CA52,535$1.32M0.3%+5.6%0.045%
8/4/2025 Spinnaker Trust292,050$7.35M0.4%+0.4%0.249%
8/4/2025L.M. Kohn & Company16,664$420K0.1%-14.6%0.014%
8/1/2025 Bank of Jackson Hole Trust3,628$91K0.1%+34.4%0.003%
7/31/2025 Leavell Investment Management Inc.347,086$8.74M0.4%-12.5%0.296%
7/30/2025 Strategic Blueprint LLC22,875$576K0.0%+2.0%0.019%
7/30/2025 Bogart 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%
7/29/2025 Lyell Wealth Management LP310,222$7.81M0.6%-12.1%0.264%
7/25/2025 Heartland Bank & Trust Co92,089$2.32M1.1%+70.8%0.078%
7/25/2025 Wells Financial Advisors INC1,440$36K0.0%-68.0%0.001%
7/24/2025 First Fiduciary Investment Counsel Inc.85,792$2.16M0.4%-3.3%0.073%
7/23/2025 Prime 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%
7/17/2025 Janney 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%
7/8/2025 Parallel Advisors LLC194,181$4.89M0.1%+9.7%0.164%
7/7/2025Horizons Wealth Management10,626$268K0.2%-11.5%0.009%
A $382 trillion migration and the position no one is talking about (Ad)

Trump just signed a law requiring America's entire $382 trillion financial system to migrate to a new money network by April 2027. BlackRock CEO Larry Fink already calls it 'the next major evolution in market infrastructure.' Our research has identified one small, overlooked position at the center of this policy-driven shift - already drawing quiet institutional buying from BNY Mellon, State Street, and JPMorgan. It currently trades for pennies relative to where institutional demand could push it. The Q3 2026 compliance deadline may be the last window before prices move.tc pixel

Click here to see the full research and the position name
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, 100 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), Arrow Financial Corp ($13.63M), Ameriprise Financial Inc. ($11.99M), and Novem Group ($10.43M).Learn more on iShares iBonds Dec 2025 Term Corporate ETF's institutional investors.

Of the 76 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 458,342 shares in the last 24 months. This purchase volume represents approximately $11.55M in transactions.

Of the 36 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. ($401.27K), Captrust Financial Advisors ($244.79K), JPMorgan Chase & Co. ($207.85K), NewEdge Advisors LLC ($71.24K), Greenline Partners LLC ($59.62K), Lyell Wealth Management LP ($53.64K), and Leavell Investment Management Inc. ($35.76K).

Institutional investors have sold a total of 1,237,526 shares in the last 24 months. This volume of shares sold represents approximately $31.17M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:IBDQ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 1/1/2026. New 13F filings are added each quarter as they're published.
From Our Partners
The retirement stock I'd buy before Nvidia today
In 2014, Marc Chaikin pointed readers toward Nvidia. Now the 60-year Wall Street veteran and creator of the Ch...
Chaikin Analytics | Sponsoredtc pixel
Why major institutions are piling into this digital asset now
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel
The cat is out the bag
Almost 80,000 tech jobs vanished in the first three months of 2026. Meta cut 14,000 roles, Microsoft offered s...
Porter & Company | Sponsoredtc pixel
Buy These Stocks Before August 31st
Keith Kaplan has invested $17 million into his own AI research platform, now used by 180,000 investors worldwi...
TradeSmith | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Rickards Predicts: Trump to buy tiny $2 stock?
Jim Rickards believes the Trump administration is about to take a direct stake in a $2 stock sitting on the la...
Paradigm Press | Sponsoredtc pixel
A Worldwide Gold Lockdown Is Now Underway
Gold has spiked above $4,400 an ounce as central bankers stockpile at one of the fastest paces in decades, acc...
Stansberry Research | Sponsoredtc pixel
Iran War: What Happened at 1:11 P.M. Outside D.C.?
A source with ties to Saudi Arabia, the UAE, and the U.S. State Department revealed details of a potential 7 t...
Banyan Hill Publishing | Sponsoredtc pixel