IBDQ Institutional Ownership & Shareholders
ISHARES IBONDS DEC 2025 TERM (IBDQ) is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $267,795 based on the latest available SEC Form 13F filings for the quarter ended September 30, 2025.
Dakota Wealth Management is currently the largest disclosed institutional shareholder of IBDQ tracked by InsiderSet, reporting ownership valued at approximately $267,770 in its September 30, 2025 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $267,025.6, representing an estimated loss of -0.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed IBDQ value among the investors covered in this analysis. Major shareholders include Dakota Wealth Management, Huntington National Bank, and several other long-term asset managers with concentrated positions in ISHARES IBONDS DEC 2025 TERM (IBDQ).
This page ranks the largest institutional IBDQ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2
Total Reported Value
$267,795
Largest Holder
Dakota Wealth Management
Largest Position
$267,770
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2025
New Institutional Positions
15
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Dakota Wealth Management | 0.01% | 10,630 | $267,770 | $267,026 | -$744 | -0.28% | |
| Huntington National Bank | 0.00% | 1 | $25 | $25 | +$0 | +0.48% |
Frequently asked questions about IBDQ
Who are the largest institutional holders of IBDQ?
The largest institutional holders of IBDQ reported in the latest SEC Form 13F filings include Dakota Wealth Management and Huntington National Bank. InsiderSet ranks institutional holders by their latest reported IBDQ position.
What is IBDQ institutional ownership?
This page tracks IBDQ positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS DEC 2025 TERM (IBDQ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBDQ?
InsiderSet currently tracks 2 institutional managers reporting IBDQ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IBDQ shareholders.
How much IBDQ stock do institutions own?
Institutional investment managers disclosed approximately $267,795 in IBDQ holdings for Q3 2025. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBDQ institutional ownership last updated?
The latest IBDQ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2025. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IBDQ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IBDQ position after the reporting date.
Are institutions buying or selling IBDQ?
Institutional buying and selling can be analyzed by comparing IBDQ positions across consecutive 13F reporting periods. InsiderSet's IBDQ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBDQ ownership changes.
How has IBDQ institutional ownership changed over time?
InsiderSet tracks IBDQ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.