Free Trial

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

iShares iBonds Dec 2025 Term Corporate ETF logo
$25.11 -0.01 (-0.04%)
As of 04:10 PM Eastern

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)
$44.13M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$10.85M
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.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
1/17/2025 Janney Montgomery Scott LLC174,063$4.36M0.0%-1.2%0.165%
1/16/2025 First United Bank & Trust1,937$49K0.0%N/A0.002%
1/16/2025 Harbor Investment Advisory LLC58,314$1.46M0.1%+2.3%0.055%
1/14/2025 Pinnacle Bancorp Inc.5,027$126K0.0%+56.8%0.005%
1/14/2025 Roble Belko & Company Inc40,247$1.01M0.2%+12.9%0.038%
1/13/2025 PSI Advisors LLC68,255$1.71M0.5%-1.9%0.065%
1/10/2025 Praetorian Wealth Management Inc.189,717$4.75M1.2%-5.9%0.179%
1/7/2025 Horizons Wealth Management12,297$308K0.2%-7.8%0.012%
1/3/2025 GAMMA Investing LLC165,358$4.14M0.4%+54.8%0.156%
12/26/2024JPMorgan Chase & Co.323,946$8.13M0.0%-5.6%0.306%
11/29/2024American Trust16,660$418K0.0%N/A0.016%
11/15/2024Peloton Wealth Strategists284,125$7.13M2.8%+0.5%0.269%
11/15/2024Integrated Wealth Concepts LLC118,098$2.96M0.0%+34.4%0.112%
11/14/2024L.M. Kohn & Company21,643$543K0.1%+41.2%0.020%
11/14/2024Captrust Financial Advisors1,006,092$25.25M0.1%+5.5%0.951%
11/13/2024Private Trust Co. NA8,076$203K0.0%-5.6%0.008%
11/6/2024Coastline Trust Co4,222$106K0.0%N/A0.004%
11/5/2024Prime Capital Investment Advisors LLC78,914$1.98M0.0%+29.7%0.075%
11/4/2024Arrow Financial Corp536,684$13.47M1.2%+1.8%0.508%
11/1/2024First Fiduciary Investment Counsel Inc.86,847$2.18M0.4%-5.3%0.082%
11/1/2024Leavell Investment Management Inc.322,947$8.11M0.4%+8.4%0.305%
11/1/2024Sonata Capital Group Inc.117,004$2.94M1.2%N/A0.111%
10/31/2024Montecito Bank & Trust43,164$1.08M0.2%+49.0%0.041%
10/31/2024Spinnaker Trust189,890$4.77M0.3%+11.2%0.180%
10/30/2024Cary Street Partners Asset Management LLC48,618$1.22M0.2%-4.7%0.046%
10/29/2024Blue 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%
10/29/2024Princeton Global Asset Management LLC70,770$1.78M0.3%+12.5%0.067%
10/29/2024Farther Finance Advisors LLC20,173$506K0.0%+12.1%0.019%
10/28/2024Hills Bank & Trust Co42,894$1.08M0.1%+10.4%0.041%
10/25/2024Strategic Blueprint LLC23,511$590K0.0%-5.9%0.022%
10/23/2024Lyell Wealth Management LP331,891$8.33M0.8%+7.1%0.314%
10/23/2024Klaas Financial Asset Advisors LLC46,066$1.16M0.2%-19.8%0.044%
10/23/2024Bogart Wealth LLC6,154$154K0.0%+15.0%0.006%
10/23/2024 PSI Advisors LLC69,549$1.75M0.5%+12.9%0.066%
10/22/2024Heartland Bank & Trust Co28,629$719K0.4%+16.5%0.027%
10/22/2024Rebalance LLC20,118$505K0.0%N/A0.019%
10/22/2024 Eastern Bank1,440$36K0.0%N/A0.001%
Collect $7k per month from Tesla’s SECRET dividend (Ad)

Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69% dividend from Tesla… Which could put up to $7,013 in your pocket every month…

Click here to discover the new #1 way to invest in Tesla
10/16/2024Buffington 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%
8/21/2024Heartland Bank & Trust Co24,573$611K0.3%+4.8%0.023%
8/15/2024Peloton Wealth Strategists282,785$7.03M2.9%+2.9%0.267%
8/13/2024Godshalk Welsh Capital Management Inc.22,450$558K0.4%+31.7%0.021%
8/9/2024Prime Capital Investment Advisors LLC60,834$1.51M0.0%-4.9%0.058%
8/8/2024Lyell Wealth Management LP310,033$7.71M0.7%-0.2%0.293%
8/8/2024Parallel Advisors LLC115,015$2.86M0.1%+2.3%0.109%
8/8/2024Valley Wealth Managers Inc.86,076$2.14M0.2%+1.7%0.081%
8/7/2024Ashton Thomas Private Wealth LLC550,797$13.69M0.7%-5.0%0.521%
7/31/2024Spinnaker Trust170,792$4.25M0.3%+11.2%0.162%
7/30/2024Arrow Financial Corp527,025$13.10M1.3%+2.8%0.498%
7/27/2024Strategic Blueprint LLC24,983$621K0.0%+190.8%0.024%
7/26/2024Cambridge Investment Research Advisors Inc.173,660$4.32M0.0%+27.7%0.164%
7/26/2024Bank 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%
7/23/2024Exchange Capital Management Inc.49,222$1.22M0.2%-1.1%0.047%
7/17/2024Montecito Bank & Trust28,978$720K0.1%+77.9%0.027%
7/17/2024Archford Capital Strategies LLC94,355$2.35M0.4%+4.0%0.089%
7/15/2024Newman Dignan & Sheerar Inc.55,844$1.39M0.4%+2.6%0.053%
7/11/2024Buffington 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%
7/8/2024RVW 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%
5/21/2024Arrow Financial Corp512,829$12.72M1.3%+3.4%0.485%
5/17/2024Heartland Bank & Trust Co23,437$581K0.3%N/A0.022%
5/16/2024Captrust Financial Advisors823,299$20.43M0.1%+15.0%0.779%
5/14/2024InterOcean Capital Group LLC246,671$6.12M0.1%+2.1%0.233%
5/10/2024J. L. Bainbridge & Co. Inc.9,560$237K0.0%N/A0.009%
5/9/2024Dorsey & Whitney Trust CO LLC22,000$546K0.0%-15.4%0.021%
5/9/2024Dearborn Partners LLC22,370$555K0.0%+8.2%0.021%
5/4/2024Gould Asset Management LLC CA32,375$803K0.2%+33.6%0.030%
5/4/2024Valley Wealth Managers Inc.84,599$2.10M0.2%-3.5%0.079%
5/3/2024United Community Bank10,661$264K0.1%+19.1%0.010%
5/2/2024Horan 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%
4/29/2024Newman Dignan & Sheerar Inc.54,451$1.35M0.4%-20.1%0.051%
4/26/2024Bogart Wealth LLC5,350$133K0.0%+12.8%0.005%
4/25/2024L.M. Kohn & Company13,523$336K0.1%N/A0.013%
4/25/2024Klaas Financial Asset Advisors LLC49,874$1.24M0.2%-4.2%0.047%
4/25/2024Cambridge Investment Research Advisors Inc.136,006$3.37M0.0%+10.7%0.128%
4/24/2024Leavell Investment Management Inc.297,651$7.39M0.4%+1.5%0.279%
Media Humiliated: Demo of Elon’s Tech Proves They’re Wrong (Ad)

Elon Musk believes his new AI product will be worth an incredible $9 trillion. But the mainstream media is not buying it.

Click here to watch this demo and decide for yourself.
4/24/2024 PSI Advisors LLC53,368$1.32M0.5%+13.3%0.050%
4/24/2024Archford Capital Strategies LLC90,712$2.25M0.4%-2.9%0.085%
4/24/2024First Fiduciary Investment Counsel Inc.89,065$2.21M0.5%+8.1%0.084%
4/23/2024Strategic Blueprint LLC8,590$213K0.0%N/A0.008%
4/22/2024Ashton Thomas Private Wealth LLC579,784$14.38M0.8%-0.5%0.544%
4/18/2024Buffington Mohr McNeal516,120$12.81M2.3%+4.8%0.598%
4/18/2024Exchange 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%
(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, 90 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 Lyell Wealth Management LP ($8.33M).Learn more on IBDQ's institutional investors.

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

Of the 77 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), Scissortail Wealth Management LLC ($249.26K), Buffington Mohr McNeal ($181.71K), GAMMA Investing LLC ($165.36K), 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 4,356,830 shares in the last 24 months. This purchase volume represents approximately $107.19M in transactions.

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

Of the 44 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 ($136.59K), 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 Archford Capital Strategies LLC ($23.23K).

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

Institutional investors have sold a total of 807,237 shares in the last 24 months. This volume of shares sold represents approximately $19.94M in transactions.



This page (NYSEARCA:IBDQ) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners