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

iShares iBonds Dec 2025 Term Corporate ETF logo
$25.02 0.00 (0.00%)
(As of 12/20/2024 04:33 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$43.23M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$9.90M
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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
11/29/2024 American Trust16,660$418K0.0%N/A0.016%
11/15/2024 Peloton Wealth Strategists284,125$7.13M2.8%+0.5%0.269%
11/15/2024 Integrated Wealth Concepts LLC118,098$2.96M0.0%+34.4%0.112%
11/14/2024 L.M. Kohn & Company21,643$543K0.1%+41.2%0.020%
11/14/2024 Captrust Financial Advisors1,006,092$25.25M0.1%+5.5%0.951%
11/13/2024 Private Trust Co. NA8,076$203K0.0%-5.6%0.008%
11/6/2024 Coastline Trust Co4,222$106K0.0%N/A0.004%
11/5/2024 Prime Capital Investment Advisors LLC78,914$1.98M0.0%+29.7%0.075%
11/4/2024 Arrow Financial Corp536,684$13.47M1.2%+1.8%0.508%
11/1/2024 First Fiduciary Investment Counsel Inc.86,847$2.18M0.4%-5.3%0.082%
11/1/2024 Leavell Investment Management Inc.322,947$8.11M0.4%+8.4%0.305%
11/1/2024 Sonata Capital Group Inc.117,004$2.94M1.2%N/A0.111%
10/31/2024 Montecito Bank & Trust43,164$1.08M0.2%+49.0%0.041%
10/31/2024 Spinnaker Trust189,890$4.77M0.3%+11.2%0.180%
10/30/2024 Cary Street Partners Asset Management LLC48,618$1.22M0.2%-4.7%0.046%
10/29/2024 Blue Square Asset Management LLC39,467$991K0.5%+9.4%0.037%
10/29/2024 Janney Montgomery Scott LLC176,252$4.42M0.0%+0.4%0.167%
10/29/2024 Princeton Global Asset Management LLC70,770$1.78M0.3%+12.5%0.067%
10/29/2024 Farther Finance Advisors LLC20,173$506K0.0%+12.1%0.019%
10/28/2024 Hills Bank & Trust Co42,894$1.08M0.1%+10.4%0.041%
10/25/2024 Strategic Blueprint LLC23,511$590K0.0%-5.9%0.022%
10/23/2024 Lyell Wealth Management LP331,891$8.33M0.8%+7.1%0.314%
10/23/2024 Klaas Financial Asset Advisors LLC46,066$1.16M0.2%-19.8%0.044%
10/23/2024 Bogart Wealth LLC6,154$154K0.0%+15.0%0.006%
10/23/2024 PSI Advisors LLC69,549$1.75M0.5%+12.9%0.066%
10/22/2024 Heartland Bank & Trust Co28,629$719K0.4%+16.5%0.027%
10/22/2024 Rebalance LLC20,118$505K0.0%N/A0.019%
10/22/2024 Eastern Bank1,440$36K0.0%N/A0.001%
10/16/2024 Buffington Mohr McNeal316,417$7.94M1.3%-34.9%0.299%
10/9/2024 Adirondack Trust Co.8,304$208K0.1%+8.0%0.008%
10/7/2024 Bank of New Hampshire10,780$271K0.1%-9.3%0.010%
10/7/2024 GAMMA Investing LLC106,819$2.68M0.3%+174.6%0.101%
10/5/2024 Harbor Investment Advisory LLC56,994$1.43M0.1%+17.1%0.054%
10/2/2024 Praetorian Wealth Management Inc.201,651$5.06M1.3%+0.6%0.191%
8/28/2024Farmers National Bank41,292$1.03M0.3%-3.9%0.039%
8/21/2024 Heartland Bank & Trust Co24,573$611K0.3%+4.8%0.023%
8/15/2024 Peloton Wealth Strategists282,785$7.03M2.9%+2.9%0.267%
8/13/2024 Godshalk Welsh Capital Management Inc.22,450$558K0.4%+31.7%0.021%
8/9/2024 Prime Capital Investment Advisors LLC60,834$1.51M0.0%-4.9%0.058%
8/8/2024 Lyell Wealth Management LP310,033$7.71M0.7%-0.2%0.293%
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8/8/2024 Parallel Advisors LLC115,015$2.86M0.1%+2.3%0.109%
8/8/2024 Valley Wealth Managers Inc.86,076$2.14M0.2%+1.7%0.081%
8/7/2024 Ashton Thomas Private Wealth LLC550,797$13.69M0.7%-5.0%0.521%
7/31/2024 Spinnaker Trust170,792$4.25M0.3%+11.2%0.162%
7/30/2024 Arrow Financial Corp527,025$13.10M1.3%+2.8%0.498%
7/27/2024 Strategic Blueprint LLC24,983$621K0.0%+190.8%0.024%
7/26/2024 Cambridge Investment Research Advisors Inc.173,660$4.32M0.0%+27.7%0.164%
7/26/2024 Bank of New York Mellon Corp21,922$545K0.0%+44.3%0.021%
7/23/2024 PSI Advisors LLC61,619$1.53M0.5%+15.5%0.058%
7/23/2024 Exchange Capital Management Inc.49,222$1.22M0.2%-1.1%0.047%
7/17/2024 Montecito Bank & Trust28,978$720K0.1%+77.9%0.027%
7/17/2024 Archford Capital Strategies LLC94,355$2.35M0.4%+4.0%0.089%
7/15/2024 Newman Dignan & Sheerar Inc.55,844$1.39M0.4%+2.6%0.053%
7/11/2024 Buffington Mohr McNeal485,917$12.08M2.1%-5.9%0.459%
7/10/2024 Praetorian Wealth Management Inc.200,451$4.98M1.3%+3.7%0.190%
7/9/2024 Adirondack Trust Co.7,689$191K0.1%+24.4%0.007%
7/8/2024 RVW Wealth LLC764,455$19.00M1.9%+4.4%0.723%
7/2/2024 GAMMA Investing LLC38,903$967K0.1%+88.3%0.037%
7/1/2024 Confluence Investment Management LLC214,998$5.35M0.1%+43.0%0.203%
7/1/2024 Bank of New Hampshire11,880$295K0.1%-7.2%0.011%
5/21/2024 Arrow Financial Corp512,829$12.72M1.3%+3.4%0.485%
5/17/2024 Heartland Bank & Trust Co23,437$581K0.3%N/A0.022%
5/16/2024 Captrust Financial Advisors823,299$20.43M0.1%+15.0%0.779%
5/14/2024InterOcean Capital Group LLC246,671$6.12M0.1%+2.1%0.233%
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%
4/22/2024 Ashton 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%
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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%
2/14/2024 Waterloo Capital L.P.30,707$760K0.1%N/A0.036%
2/12/2024 Arrow Financial Corp495,962$12.28M1.3%+8.4%0.575%
2/12/2024 Parallel Advisors LLC65,981$1.63M0.0%+819.6%0.076%
2/12/2024 Godshalk 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%
(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), Captrust Financial Advisors ($25.25M), RVW Wealth LLC ($19.00M), Ashton Thomas Private Wealth LLC ($13.69M), Arrow Financial Corp ($13.47M), and Capital Investment Advisors LLC ($11.29M).Learn more on IBDQ's institutional investors.

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

Of the 79 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), Confluence Investment Management LLC ($364.04K), Buffington Mohr McNeal ($292.82K), Scissortail Wealth Management LLC ($249.26K), Miracle Mile Advisors LLC ($181.67K), Spinnaker Trust ($163.05K), and Captrust Financial Advisors ($159.77K).

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

Institutional investors have bought a total of 4,676,357 shares in the last 24 months. This purchase volume represents approximately $114.91M in transactions.

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

Of the 42 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 ($199.70K), Janney Montgomery Scott LLC ($134.40K), RVW Wealth LLC ($118.30K), Cambridge Investment Research Advisors Inc. ($52.50K), Ashton Thomas Private Wealth LLC ($31.82K), Cary Street Partners Investment Advisory LLC ($24.87K), and InterOcean Capital Group LLC ($23.14K).

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

Institutional investors have sold a total of 770,153 shares in the last 24 months. This volume of shares sold represents approximately $19.00M in transactions.


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This page (NYSEARCA:IBDQ) was last updated on 12/21/2024 by MarketBeat.com Staff
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