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

iShares iBonds Dec 2026 Term Corporate ETF logo
$24.13 +0.02 (+0.08%)
As of 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)
53
Total
Institutional Inflows
(last 12 months)
$66.20M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$10.09M
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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
1/21/2025Archford Capital Strategies LLC57,028$1.37M0.2%-4.5%0.052%
1/21/2025Montecito Bank & Trust49,791$1.20M0.2%+11.4%0.045%
1/17/2025 Adirondack Trust Co.24,118$580K0.2%+6.6%0.022%
1/17/2025 Janney Montgomery Scott LLC223,697$5.38M0.0%+4.7%0.204%
1/16/2025 First United Bank & Trust2,008$48K0.0%N/A0.002%
1/16/2025 Harbor Investment Advisory LLC61,165$1.47M0.1%+21.4%0.056%
1/16/2025 Lbmc Investment Advisors LLC28,350$682K0.1%N/A0.026%
1/14/2025 Pinnacle Bancorp Inc.4,844$117K0.0%+41.4%0.004%
1/14/2025 Roble Belko & Company Inc22,769$548K0.1%+52.7%0.021%
1/10/2025 Praetorian Wealth Management Inc.216,002$5.20M1.3%+3.3%0.197%
1/7/2025 Horizons Wealth Management12,719$306K0.2%-7.3%0.012%
1/3/2025 GAMMA Investing LLC165,200$3.98M0.3%+56.4%0.150%
1/2/2025 Confluence Investment Management LLC671,822$16.17M0.2%+1.6%0.611%
12/26/2024JPMorgan Chase & Co.256,718$6.24M0.0%-4.2%0.234%
11/18/2024JDM Financial Group LLC80,387$1.95M1.1%N/A0.073%
11/15/2024Peloton Wealth Strategists265,485$6.45M2.6%-0.4%0.242%
11/15/2024Kovitz Investment Group Partners LLC156,621$3.47M0.0%+1,358.0%0.143%
11/15/2024Integrated Wealth Concepts LLC87,776$2.13M0.0%+17.6%0.080%
11/14/2024Captrust Financial Advisors692,020$16.82M0.0%+15.7%0.630%
11/6/2024Coastline Trust Co4,892$119K0.0%N/A0.004%
11/5/2024Prime Capital Investment Advisors LLC71,390$1.74M0.0%+14.3%0.065%
11/4/2024Arrow Financial Corp563,133$13.68M1.3%+1.7%0.512%
11/1/2024First Fiduciary Investment Counsel Inc.70,322$1.71M0.3%-4.7%0.064%
11/1/2024Leavell Investment Management Inc.161,134$3.92M0.2%+20.4%0.147%
11/1/2024Sonata Capital Group Inc.136,037$3.31M1.4%N/A0.124%
10/31/2024 Confluence Investment Management LLC661,138$16.07M0.2%-27.3%0.602%
10/31/2024Montecito Bank & Trust44,698$1.09M0.2%+49.1%0.041%
10/31/2024Spinnaker Trust257,919$6.27M0.4%+18.8%0.235%
10/30/2024Crescent Grove Advisors LLC77,193$1.88M0.2%+13.4%0.070%
10/29/2024Blue Square Asset Management LLC40,970$996K0.5%+9.5%0.037%
10/29/2024 Janney Montgomery Scott LLC213,591$5.19M0.0%+1.9%0.194%
10/29/2024Princeton Global Asset Management LLC10,412$253K0.0%+75.7%0.009%
10/25/2024Strategic Blueprint LLC18,713$455K0.0%+2.3%0.017%
10/23/2024Lyell Wealth Management LP325,825$7.92M0.7%+7.8%0.296%
10/23/2024Bogart Wealth LLC6,405$156K0.0%+14.9%0.006%
10/23/2024 PSI Advisors LLC18,526$450K0.1%+6.6%0.017%
10/22/2024Heartland Bank & Trust Co41,124$999K0.5%+22.1%0.037%
10/22/2024 Eastern Bank1,440$35K0.0%N/A0.001%
10/16/2024Buffington Mohr McNeal584,583$14.21M2.3%+3.2%0.532%
10/9/2024 Adirondack Trust Co.22,625$550K0.2%+41.3%0.021%
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10/7/2024 GAMMA Investing LLC105,660$2.57M0.3%+186.0%0.096%
10/5/2024 Harbor Investment Advisory LLC50,391$1.23M0.1%+32.7%0.046%
10/2/2024 Praetorian Wealth Management Inc.209,165$5.08M1.3%+2.1%0.190%
8/28/2024Farmers National Bank52,608$1.25M0.4%-2.7%0.048%
8/21/2024Heartland Bank & Trust Co33,683$802K0.5%+27.5%0.031%
8/15/2024Peloton Wealth Strategists266,535$6.35M2.6%+0.6%0.243%
8/13/2024Godshalk Welsh Capital Management Inc.30,750$732K0.5%+57.7%0.028%
8/9/2024Prime Capital Investment Advisors LLC62,457$1.49M0.0%-5.0%0.057%
8/8/2024Lyell Wealth Management LP302,208$7.20M0.7%+5.5%0.275%
8/8/2024Parallel Advisors LLC133,834$3.19M0.1%+2.1%0.122%
8/8/2024Valley Wealth Managers Inc.81,699$1.95M0.2%+2.1%0.074%
8/7/2024Ashton Thomas Private Wealth LLC4,340$103K0.0%N/A0.004%
7/31/2024Spinnaker Trust217,069$5.17M0.3%+8.8%0.198%
7/31/2024Farther Finance Advisors LLC14,226$338K0.0%-44.9%0.013%
7/30/2024Arrow Financial Corp553,859$13.19M1.3%+2.8%0.504%
7/27/2024Strategic Blueprint LLC18,284$436K0.0%N/A0.017%
7/26/2024Cambridge Investment Research Advisors Inc.116,692$2.78M0.0%+36.6%0.106%
7/26/2024Bank of New York Mellon Corp23,029$549K0.0%+41.2%0.021%
7/23/2024 PSI Advisors LLC17,381$414K0.1%+11.3%0.016%
7/23/2024Crescent Grove Advisors LLC68,068$1.62M0.2%+20.7%0.062%
7/22/2024 Horizons Wealth Management13,725$328K0.3%-6.4%0.012%
7/18/2024Timber Creek Capital Management LLC34,333$818K0.2%-2.1%0.031%
7/17/2024Montecito Bank & Trust29,986$714K0.1%+79.0%0.027%
7/17/2024Archford Capital Strategies LLC61,112$1.46M0.2%+2.9%0.056%
7/17/2024Leavell Investment Management Inc.133,866$3.19M0.2%+3.8%0.122%
7/11/2024Buffington Mohr McNeal566,304$13.49M2.4%-0.6%0.515%
7/10/2024 Praetorian Wealth Management Inc.204,940$4.88M1.2%+3.7%0.186%
7/9/2024 Adirondack Trust Co.16,007$381K0.2%+34.6%0.015%
7/8/2024RVW Wealth LLC797,654$19M1.9%+8.3%0.726%
7/2/2024 GAMMA Investing LLC36,947$880K0.1%+65.0%0.034%
7/1/2024 Confluence Investment Management LLC909,541$21.67M0.3%+7.6%0.828%
5/21/2024Arrow Financial Corp538,657$12.85M1.3%+3.0%0.490%
5/17/2024Heartland Bank & Trust Co26,412$630K0.4%N/A0.024%
5/17/2024Comerica Bank37,404$892K0.0%+16.9%0.034%
5/14/2024InterOcean Capital Group LLC159,905$3.81M0.1%+6.7%0.146%
5/9/2024Dearborn Partners LLC22,280$531K0.0%+8.6%0.021%
5/4/2024Gould Asset Management LLC CA34,120$814K0.2%+33.0%0.032%
5/4/2024Valley Wealth Managers Inc.80,007$1.91M0.1%-0.6%0.074%
5/2/2024Horan Securities Inc.39,433$940K0.4%+11.5%0.037%
5/1/2024 Janney Montgomery Scott LLC212,496$5.07M0.0%+0.5%0.197%
4/29/2024Newman Dignan & Sheerar Inc.19,202$458K0.1%+8.7%0.018%
4/26/2024Bogart Wealth LLC5,572$133K0.0%+12.7%0.005%
4/25/2024Klaas Financial Asset Advisors LLC11,557$276K0.1%+15.2%0.011%
4/25/2024Cambridge Investment Research Advisors Inc.85,422$2.04M0.0%+15.5%0.079%
4/24/2024Leavell Investment Management Inc.129,007$3.08M0.2%+8.3%0.119%
4/24/2024Archford Capital Strategies LLC59,390$1.42M0.2%-1.1%0.055%
4/24/2024First Fiduciary Investment Counsel Inc.74,805$1.78M0.4%+6.1%0.069%
4/18/2024Buffington Mohr McNeal569,706$13.59M2.5%+4.8%0.795%
4/18/2024Exchange Capital Management Inc.35,878$856K0.1%+31.1%0.050%
4/17/2024Gradient Capital Advisors LLC9,608$229K0.1%+12.3%0.013%
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4/16/2024 Pinnacle Bancorp Inc.3,425$82K0.0%-75.9%0.005%
4/12/2024 Harbor Investment Advisory LLC30,504$728K0.1%+46.4%0.043%
4/10/2024 Praetorian Wealth Management Inc.197,666$4.71M1.3%+3.5%0.276%
4/9/2024Montecito Bank & Trust16,751$400K0.1%N/A0.023%
4/9/2024 Adirondack Trust Co.11,892$283K0.1%+135.1%0.017%
4/8/2024RVW Wealth LLC736,759$17.57M1.8%-1.9%1.028%
4/5/2024 GAMMA Investing LLC22,390$534K0.1%N/A0.031%
4/3/2024Timber Creek Capital Management LLC35,081$837K0.3%+3.0%0.049%
4/1/2024 Confluence Investment Management LLC845,491$20.17M0.3%N/A1.180%
3/29/2024 Adirondack Trust Co.5,058$120K0.1%N/A0.007%
(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, 79 institutional investors and hedge funds held shares of iShares iBonds Dec 2026 Term Corporate ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($40.63M), RVW Wealth LLC ($19M), US Bancorp DE ($17.79M), Captrust Financial Advisors ($16.82M), Confluence Investment Management LLC ($16.17M), Buffington Mohr McNeal ($14.21M), and Arrow Financial Corp ($13.68M).Learn more on IBDR's institutional investors.

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

Of the 73 institutional investors that purchased iShares iBonds Dec 2026 Term Corporate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Confluence Investment Management LLC ($963.27K), InterOcean Capital Group LLC ($287.48K), Sonata Capital Group Inc. ($235.25K), Spinnaker Trust ($200.05K), Lyell Wealth Management LP ($178.16K), GAMMA Investing LLC ($165.20K), and Buffington Mohr McNeal ($155.53K).

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

Institutional investors have bought a total of 4,333,818 shares in the last 24 months. This purchase volume represents approximately $103.18M in transactions.

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

Of the 29 institutional investors that sold iShares iBonds Dec 2026 Term Corporate ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Confluence Investment Management LLC ($256.19K), Janney Montgomery Scott LLC ($234.14K), RVW Wealth LLC ($84.51K), Cambridge Investment Research Advisors Inc. ($75.05K), Buffington Mohr McNeal ($68.99K), Ameriprise Financial Inc. ($59.25K), and Archford Capital Strategies LLC ($52.95K).

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

Institutional investors have sold a total of 1,029,538 shares in the last 24 months. This volume of shares sold represents approximately $24.43M in transactions.


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This page (NYSEARCA:IBDR) was last updated on 1/21/2025 by MarketBeat.com Staff
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