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

iShares iBonds Dec 2026 Term Corporate ETF logo
$24.25 +0.01 (+0.04%)
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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)
80
Total
Institutional Inflows
(last 12 months)
$231.41M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$113.70M
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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
8/15/2025 Captrust Financial Advisors1,406,620$34.11M0.1%+20.0%1.034%
8/15/2025 Ameriprise Financial Inc.1,372,710$33.29M0.0%-35.8%1.009%
8/14/2025 Dearborn Partners LLC23,807$577K0.0%+6.5%0.018%
8/14/2025 NewEdge Advisors LLC755,162$18.31M0.1%+9.5%0.555%
8/14/2025 Cary Street Partners Financial LLC76,262$1.85M0.1%-11.1%0.056%
8/13/2025 Flow Traders U.S. LLC44,851$1.09M0.0%N/A0.033%
8/13/2025 RFP Financial Group LLC15,301$371K0.2%-51.9%0.011%
8/13/2025 Baird Financial Group Inc.24,004$582K0.0%-2.1%0.018%
8/13/2025 Crescent Grove Advisors LLC60,812$1.48M0.1%-20.8%0.045%
8/13/2025 Peloton Wealth Strategists300,320$7.28M2.9%+0.8%0.221%
8/12/2025 JPMorgan Chase & Co.345,761$8.39M0.0%+22.6%0.254%
8/11/2025 Mosaic Family Wealth Partners LLC45,104$1.09M0.1%+48.4%0.033%
8/8/2025 MTM Investment Management LLC2,000$48K0.0%N/A0.001%
8/6/2025 Atlantic Union Bankshares Corp249,673$6.06M0.1%N/A0.184%
8/5/2025 ADG Wealth Management Group LLC30,555$741K0.6%+191.9%0.022%
8/5/2025 Gould 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%
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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%
5/16/2025 Peloton Wealth Strategists297,820$7.21M3.0%+6.4%0.221%
5/16/2025 Jones Financial Companies Lllp7,993$202K0.0%-67.5%0.006%
5/16/2025 NewEdge Advisors LLC689,450$16.69M0.1%-2.9%0.511%
5/16/2025 Integrated Wealth Concepts LLC150,798$3.65M0.0%+76.0%0.112%
5/15/2025 OLD 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%
5/14/2025 Ameriprise Financial Inc.2,136,606$51.73M0.0%-50.0%1.584%
5/12/2025 Scissortail Wealth Management LLC105,866$2.56M0.7%+22.5%0.078%
5/9/2025 Cary 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%
5/7/2025 Hurley Capital LLC53,038$1.28M1.0%+14.9%0.039%
5/7/2025 Valley Wealth Managers Inc.76,920$1.86M0.1%-4.9%0.057%
5/5/2025 Arrow Financial Corp580,936$14.06M1.6%-0.7%0.431%
5/5/2025 Gradient Capital Advisors LLC13,630$330K0.1%+13.2%0.010%
5/2/2025 Mosaic Family Wealth Partners LLC30,399$736K0.1%+34.7%0.023%
5/1/2025 ADG 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%
4/29/2025 Cloud Capital Management LLC6,333$153K0.1%N/A0.005%
4/29/2025 Bank 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%
4/24/2025 J. L. Bainbridge & Co. Inc.9,246$224K0.0%N/A0.007%
4/24/2025 Crescent 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%
4/22/2025 RFP 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%
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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%
2/18/2025 Mosaic 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%
2/18/2025 10Elms LLP45,569$1.10M1.1%N/A0.041%
2/17/2025 Captrust Financial Advisors886,426$21.34M0.1%+28.1%0.807%
(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, 103 institutional investors and hedge funds held shares of iShares iBonds Dec 2026 Term Corporate ETF. The most heavily invested institutionals were Sarver Vrooman Wealth Advisors ($42.52M), Captrust Financial Advisors ($34.11M), Ameriprise Financial Inc. ($33.29M), RVW Wealth LLC ($26.48M), NewEdge Advisors LLC ($18.31M), 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 98 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), Captrust Financial Advisors ($522.95K), Novem Group ($499.19K), Rebalance LLC ($453.91K), Spinnaker Trust ($383.35K), 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 9,567,208 shares in the last 24 months. This purchase volume represents approximately $231.41M in transactions.

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

Of the 33 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. ($3.95M), Confluence Investment Management LLC ($248.40K), GAMMA Investing LLC ($150.37K), Prime Capital Investment Advisors LLC ($52.53K), 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 4,700,491 shares in the last 24 months. This volume of shares sold represents approximately $113.70M in transactions.


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This page (NYSEARCA:IBDR) was last updated on 8/26/2025 by MarketBeat.com Staff
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