ISHARES IBONDS DEC 2025 TERM

IBDQ
CUSIP 46434VBD1 UC ETF

Institutional ownership · Q2 2022

Latest quarter (Q4 2025)
Institutional holders 193 +22 (+12.9%) vs Q1 2022
Reported value $898.2M -5.4% vs Q1 2022
Shares held 36.3M -1.9M shares
Quarter Q2 2022 Period ended Jun 30, 2022

193 institutional managers reported holding 36,261,942 shares worth $898,216,300 on Form 13F for Q2 2022, against 171 in Q1 2022. Share positions on CUSIP 46434VBD1 only; option legs and principal-amount lines are not counted.

Top 25 institutional holders · Q2 2022

# Manager Shares Value % of portfolio Change
1 Bank of America Corporation 4,626,729 $114.3M 0.01% +802.8K Position
2 CAPITAL ADVISORS INC OK 2,654,998 $65.6M 1.97% +302.7K Position
3 MORGAN STANLEY 1,739,489 $43.0M < 0.01% -103.8K Position
4 US BANCORP DE 1,361,196 $33.6M 0.07% +133.7K Position
5 LPL Financial LLC 1,258,846 $31.1M 0.03% +264.1K Position
6 WELLS FARGO & COMPANY MN 1,209,576 $29.9M < 0.01% -105.0K Position
7 SIGMA INVESTMENT COUNSELORS INC 1,089,114 $26.9M 2.19% -18.8K Position
8 UBS Group AG 986,743 $24.4M 0.01% -225.7K Position
9 Karp Capital Management Corp 960,106 $23.7M 4.19% New Position
10 Raymond James Financial Services Advisors Inc 894,745 $22.1M 0.05% -26.8K Position
11 AMERIPRISE FINANCIAL INC 879,529 $21.7M < 0.01% +389.6K Position
12 RVW Wealth LLC 820,128 $20.3M 2.71% -46.4K Position
13 CORDA Investment Management LLC 813,349 $20.1M 1.7% +43.9K Position
14 MERCER GLOBAL ADVISORS INC ADV 710,902 $17.6M 0.11% +195.0K Position
15 ENVESTNET ASSET MANAGEMENT INC 639,251 $15.8M < 0.01% +201.4K Position
16 ROYAL BANK OF CANADA 617,875 $15.3M < 0.01% -2.7K Position
17 Advisors Capital Management LLC 617,696 $15.3M 0.46% New Position
18 Sound View Wealth Advisors Group LLC 474,315 $11.7M 2.45% +11.3K Position
19 CENTRAL TRUST Co 429,046 $10.6M 0.35% +56.0K Position
20 Windsor Capital Management LLC 413,298 $10.2M 3.64% +402.4K Position
21 HighTower Advisors LLC 403,628 $10.0M 0.03% -309.1K Position
22 Capital Investment Advisors LLC 402,547 $9.9M 0.33% -1.2M Position
23 RAYMOND JAMES & ASSOCIATES 384,690 $9.5M < 0.01% +101.0K Position
24 Summit Asset Management LLC 346,908 $8.6M 2.65% New Position
25 ARROW FINANCIAL CORPORATION 333,928 $8.2M 1.12% +273.1K Position

Values as reported on each manager's Q2 2022 Form 13F. Change is in shares against the manager's prior-quarter filing.

13F holders by quarter

Quarter Holders Shares Value
Q4 2025 3 -363 381.7K $9.6M
Q3 2025 366 -28 71.2M $1.8B
Q2 2025 394 -6 79.5M $2.0B
Q1 2025 400 +8 86.7M $2.2B
Q4 2024 392 +28 87.5M $2.2B
Q3 2024 364 +8 76.5M $1.9B
Q2 2024 356 +9 75.3M $1.9B
Q1 2024 347 +22 73.6M $1.8B
Q4 2023 325 +45 74.1M $1.8B
Q3 2023 280 +18 66.1M $1.6B
Q2 2023 262 +8 61.5M $1.5B
Q1 2023 254 +21 57.0M $1.4B
Q4 2022 233 +28 50.7M $1.2B
Q3 2022 205 +12 43.3M $1.0B
Q2 2022 193 +22 36.3M $898.2M
Q1 2022 171 +3 38.2M $949.3M
Q4 2021 168 +14 36.0M $954.7M
Q3 2021 154 +6 31.5M $845.0M
Q2 2021 148 +8 28.8M $776.0M
Q1 2021 140 26.4M $708.2M

Q1 2021–Q4 2025, as reported on Form 13F. Earlier quarters are in the ownership explorer below.

Ownership explorer

Security Details

CUSIP 46434VBD1
FIGI BBG0088JX9H8
Symbol IBDQ
Type Etf
Class IBONDS DEC25 ETF as filed on 13F
Exchange UC

Identifier History

Type Value From To
SERIES_ID S000048153 2026-03-05 Current
FIGI BBG0088JX9H8 2026-02-07 Current
CUSIP 46434VBD1 2015-03-17 Current

Listing History

Symbol Exchange From To
IBDQ 2015-03-17 Current