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iShares iBonds Dec 2026 Term Corporate ETF (IBDR) Institutional Ownership

iShares iBonds Dec 2026 Term Corporate ETF logo
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Closing price 08/5/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR)

Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$216.00M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$94.23M
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IBDR Institutional Buying and Selling by Quarter

iShares iBonds Dec 2026 Term Corporate ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/5/2025ADG Wealth Management Group LLC30,555$741K0.6%+191.9%0.022%
8/5/2025Gould Asset Management LLC CA55,000$1.33M0.3%+5.5%0.040%
8/4/2025 Spinnaker Trust441,217$10.70M0.6%+2.5%0.324%
8/4/2025 L.M. Kohn & Company17,338$420K0.1%N/A0.013%
8/4/2025 JDM Financial Group LLC37,508$910K0.4%-14.8%0.028%
8/1/2025 Bank of Jackson Hole Trust4,011$97K0.1%+31.9%0.003%
7/31/2025 Leavell Investment Management Inc.325,701$7.90M0.4%+2.0%0.239%
7/30/2025 Strategic Blueprint LLC23,076$560K0.0%+2.1%0.017%
7/30/2025 Bogart Wealth LLC5,584$135K0.0%-12.9%0.004%
7/30/2025 Princeton Global Asset Management LLC18,345$445K0.1%+2.7%0.013%
7/29/2025 Lyell Wealth Management LP391,583$9.50M0.8%+7.4%0.288%
7/29/2025 Curbstone Financial Management Corp24,050$583K0.1%N/A0.018%
7/25/2025 Heartland Bank & Trust Co122,702$2.98M1.4%+41.8%0.089%
7/24/2025 First Fiduciary Investment Counsel Inc.81,920$1.99M0.4%+3.1%0.059%
7/23/2025 Prime Capital Investment Advisors LLC80,937$1.96M0.0%-39.4%0.058%
7/21/2025 Crews Bank & Trust219,505$5.32M0.8%+7.7%0.159%
7/18/2025 Newman Dignan & Sheerar Inc.20,581$499K0.1%+5.0%0.015%
7/18/2025 Centricity Wealth Management LLC131,761$3.20M2.6%+2.7%0.095%
7/17/2025 Janney Montgomery Scott LLC225,427$5.47M0.0%-0.2%0.163%
7/16/2025 Gradient Capital Advisors LLC12,855$312K0.1%-5.7%0.009%
7/16/2025 Rebalance LLC453,905$11.01M0.7%+1.6%0.328%
7/15/2025 RVW Wealth LLC1,091,935$26.48M2.2%+6.9%0.790%
7/14/2025 GAMMA Investing LLC49,280$1.20M0.1%-75.3%0.036%
7/11/2025 Farther Finance Advisors LLC5,414$131K0.0%+196.7%0.004%
7/11/2025 Adirondack Trust Co.29,760$722K0.3%+14.1%0.022%
7/10/2025 Klaas Financial Asset Advisors LLC80,455$1.95M0.3%-6.1%0.058%
7/9/2025 Praetorian Wealth Management Inc.238,140$5.78M1.3%+2.6%0.173%
7/9/2025 Lbmc Investment Advisors LLC143,302$3.48M0.2%+206.0%0.104%
7/9/2025 Sarver Vrooman Wealth Advisors1,753,402$42.52M28.3%+0.5%1.272%
7/8/2025 Parallel Advisors LLC230,443$5.59M0.1%+9.9%0.167%
7/7/2025 Horizons Wealth Management12,179$295K0.2%-4.2%0.009%
7/1/2025 Harbor Investment Advisory LLC77,630$1.88M0.2%+15.9%0.057%
5/16/2025Peloton Wealth Strategists297,820$7.21M3.0%+6.4%0.221%
5/16/2025Jones Financial Companies Lllp7,993$202K0.0%-67.5%0.006%
5/16/2025NewEdge Advisors LLC689,450$16.69M0.1%-2.9%0.511%
5/16/2025Integrated Wealth Concepts LLC150,798$3.65M0.0%+76.0%0.112%
5/15/2025OLD Mission Capital LLC51,171$1.24M0.0%N/A0.038%
5/15/2025 JDM Financial Group LLC44,032$1.07M0.5%-21.0%0.033%
5/14/2025Ameriprise Financial Inc.2,136,606$51.73M0.0%-50.0%1.584%
5/12/2025Scissortail Wealth Management LLC105,866$2.56M0.7%+22.5%0.078%
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5/9/2025Cary Street Partners Financial LLC85,763$2.08M0.1%-6.4%0.064%
5/9/2025 Wells Financial Advisors INC3,200$77K0.1%-54.2%0.002%
5/8/2025 Bank of Jackson Hole Trust3,042$74K0.0%+73.3%0.002%
5/8/2025 Lyell Wealth Management LP364,517$8.83M0.8%+6.8%0.270%
5/8/2025 RVW Wealth LLC1,021,682$24.74M2.3%+6.5%0.757%
5/7/2025Hurley Capital LLC53,038$1.28M1.0%+14.9%0.039%
5/7/2025Valley Wealth Managers Inc.76,920$1.86M0.1%-4.9%0.057%
5/5/2025Arrow Financial Corp580,936$14.06M1.6%-0.7%0.431%
5/5/2025 Gradient Capital Advisors LLC13,630$330K0.1%+13.2%0.010%
5/2/2025Mosaic Family Wealth Partners LLC30,399$736K0.1%+34.7%0.023%
5/1/2025ADG Wealth Management Group LLC10,467$253K0.2%N/A0.008%
4/30/2025 Leavell Investment Management Inc.319,211$7.73M0.4%+10.3%0.237%
4/29/2025Cloud Capital Management LLC6,333$153K0.1%N/A0.005%
4/29/2025Bank of New York Mellon Corp31,833$771K0.0%+4.4%0.024%
4/29/2025 Sonata Capital Group Inc.155,301$3.76M1.6%+2.5%0.116%
4/29/2025 Strategic Blueprint LLC22,612$547K0.0%+20.7%0.017%
4/28/2025Buffington Mohr McNeal571,694$13.84M2.7%-4.2%0.426%
4/25/2025 Spinnaker Trust430,389$10.42M0.7%+28.5%0.321%
4/25/2025 First Fiduciary Investment Counsel Inc.79,470$1.92M0.4%-1.8%0.059%
4/24/2025J. L. Bainbridge & Co. Inc.9,246$224K0.0%N/A0.007%
4/24/2025Crescent Grove Advisors LLC76,763$1.86M0.2%-0.6%0.057%
4/24/2025 Klaas Financial Asset Advisors LLC85,646$2.07M0.4%+76.2%0.064%
4/24/2025 Trust Co. of Vermont5,506$133K0.0%N/A0.004%
4/23/2025 Trust Co of Kansas15,808$383K0.2%N/A0.012%
4/22/2025 Cambridge Investment Research Advisors Inc.222,097$5.38M0.0%+28.2%0.166%
4/22/2025 Crews Bank & Trust203,820$4.93M0.8%+11.6%0.152%
4/22/2025 Heartland Bank & Trust Co86,505$2.09M1.1%+28.7%0.065%
4/22/2025RFP Financial Group LLC31,782$769K0.3%N/A0.024%
4/17/2025Montecito Bank & Trust52,156$1.26M0.2%+4.7%0.039%
4/17/2025 Janney Montgomery Scott LLC225,981$5.47M0.0%+1.0%0.169%
4/17/2025 Rebalance LLC446,708$10.82M0.8%+36.9%0.333%
4/16/2025 Praetorian Wealth Management Inc.232,174$5.62M1.4%+7.5%0.173%
4/15/2025 GAMMA Investing LLC199,650$4.83M0.4%+20.9%0.149%
4/14/2025 Centricity Wealth Management LLC128,319$3.11M2.8%+7.7%0.096%
4/11/2025 Princeton Global Asset Management LLC17,862$432K0.1%+4.2%0.013%
4/9/2025 Planned Solutions Inc.8,295$201K0.1%N/A0.006%
4/9/2025 Lbmc Investment Advisors LLC46,825$1.13M0.1%+65.2%0.035%
4/9/2025 Harbor Investment Advisory LLC66,994$1.62M0.1%+9.5%0.050%
4/8/2025 Parallel Advisors LLC209,689$5.08M0.1%-14.2%0.157%
4/7/2025 GAMMA Investing LLC4,833,527$117.02M0.0%+2,825.9%3.621%
4/3/2025 Adirondack Trust Co.26,084$631K0.2%+8.2%0.020%
2/18/2025Mosaic Family Wealth Partners LLC22,568$543K0.1%+142.8%0.021%
2/18/2025 JDM Financial Group LLC55,756$1.34M0.7%-30.6%0.051%
2/18/2025 Novem Group499,189$12.02M1.8%N/A0.454%
2/18/202510Elms LLP45,569$1.10M1.1%N/A0.041%
2/17/2025Captrust Financial Advisors886,426$21.34M0.1%+28.1%0.807%
2/17/2025Cary Street Partners Financial LLC91,598$2.21M0.1%N/A0.083%
2/17/2025Baird Financial Group Inc.24,771$596K0.0%+6.1%0.023%
2/17/2025Ameriprise Financial Inc.4,273,707$102.88M0.0%-19.8%3.889%
2/17/2025Ancora Advisors LLC14,471$348K0.0%+13.7%0.013%
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2/14/2025Arrow Financial Corp585,057$14.08M1.3%+3.9%0.532%
2/14/2025Kovitz Investment Group Partners LLC153,728$3.70M0.0%-1.8%0.140%
2/14/2025Integrated Wealth Concepts LLC85,703$2.06M0.0%-2.4%0.078%
2/13/2025Foster Dykema Cabot & Partners LLC12,800$308K0.0%+412.0%0.012%
2/13/2025United Capital Financial Advisors LLC197,766$4.76M0.0%+10.4%0.180%
2/13/2025Hurley Capital LLC46,142$1.11M0.9%N/A0.042%
2/12/2025CIBC Private Wealth Group LLC9,683$233K0.0%+178.5%0.009%
2/12/2025Godshalk Welsh Capital Management Inc.46,800$1.13M0.7%+21.1%0.043%
2/12/2025JPMorgan Chase & Co.262,817$6.33M0.0%+2.4%0.239%
2/11/2025Sandy Spring Bank237,225$5.71M0.2%-5.9%0.216%
(Data available from 1/1/2016 forward)

IBDR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBDR shares?

During the previous two years, 101 institutional investors and hedge funds held shares of iShares iBonds Dec 2026 Term Corporate ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($51.73M), Sarver Vrooman Wealth Advisors ($42.52M), RVW Wealth LLC ($26.48M), Captrust Financial Advisors ($21.34M), NewEdge Advisors LLC ($16.69M), Confluence Investment Management LLC ($16.17M), and Arrow Financial Corp ($14.06M).Learn more on iShares iBonds Dec 2026 Term Corporate ETF's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2026 Term Corporate ETF's stock?

Of the 95 institutional investors that purchased iShares iBonds Dec 2026 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 ($4.87M), Confluence Investment Management LLC ($920.23K), Novem Group ($499.19K), Rebalance LLC ($453.91K), Spinnaker Trust ($383.35K), Captrust Financial Advisors ($288.07K), and RVW Wealth LLC ($272.41K).

How much institutional buying is happening at iShares iBonds Dec 2026 Term Corporate ETF?

Institutional investors have bought a total of 8,932,261 shares in the last 24 months. This purchase volume represents approximately $216.00M in transactions.

Which of iShares iBonds Dec 2026 Term Corporate ETF's major shareholders have been selling company stock?

Of the 31 institutional investors that sold iShares iBonds Dec 2026 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. ($3.19M), Confluence Investment Management LLC ($248.40K), GAMMA Investing LLC ($150.37K), Prime Capital Investment Advisors LLC ($55.78K), JDM Financial Group LLC ($42.88K), Parallel Advisors LLC ($34.63K), and Exchange Capital Management Inc. ($26.85K).

How much institutional selling is happening at iShares iBonds Dec 2026 Term Corporate ETF?

Institutional investors have sold a total of 3,897,397 shares in the last 24 months. This volume of shares sold represents approximately $94.23M in transactions.


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This page (NYSEARCA:IBDR) was last updated on 8/6/2025 by MarketBeat.com Staff
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