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

iShares iBonds Dec 2026 Term Corporate ETF logo
$24.19 +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)
71
Total
Institutional Inflows
(last 12 months)
$105.19M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$35.13M
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IBDR Institutional Buying and Selling by Quarter

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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
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%
2/17/2025 Cary Street Partners Financial LLC91,598$2.21M0.1%N/A0.083%
2/17/2025 Baird Financial Group Inc.24,771$596K0.0%+6.1%0.023%
2/17/2025 Ameriprise Financial Inc.4,273,707$102.88M0.0%-19.8%3.889%
2/17/2025 Ancora Advisors LLC14,471$348K0.0%+13.7%0.013%
2/14/2025 Arrow Financial Corp585,057$14.08M1.3%+3.9%0.532%
2/14/2025 Kovitz Investment Group Partners LLC153,728$3.70M0.0%-1.8%0.140%
2/14/2025 Integrated Wealth Concepts LLC85,703$2.06M0.0%-2.4%0.078%
2/13/2025 Foster Dykema Cabot & Partners LLC12,800$308K0.0%+412.0%0.012%
2/13/2025 United Capital Financial Advisors LLC197,766$4.76M0.0%+10.4%0.180%
2/13/2025 Hurley Capital LLC46,142$1.11M0.9%N/A0.042%
2/12/2025 CIBC Private Wealth Group LLC9,683$233K0.0%+178.5%0.009%
2/12/2025 Godshalk Welsh Capital Management Inc.46,800$1.13M0.7%+21.1%0.043%
2/12/2025 JPMorgan Chase & Co.262,817$6.33M0.0%+2.4%0.239%
2/11/2025 Sandy Spring Bank237,225$5.71M0.2%-5.9%0.216%
2/10/2025 Parallel Advisors LLC244,322$5.88M0.1%+24.4%0.222%
2/10/2025 Hills Bank & Trust Co8,752$211K0.0%N/A0.008%
2/10/2025 Farther Finance Advisors LLC1,812$44K0.0%-87.6%0.002%
2/7/2025 Rebalance LLC326,322$7.86M0.6%N/A0.297%
2/7/2025 Horan Securities Inc.40,379$972K0.4%-6.8%0.037%
2/7/2025 United Community Bank1,825$44K0.0%-35.4%0.002%
2/6/2025 Jones Financial Companies Lllp24,587$592K0.0%+185.6%0.022%
2/5/2025 Peloton Wealth Strategists279,985$6.74M2.7%+5.5%0.255%
2/4/2025 Exchange Capital Management Inc.8,749$211K0.0%-75.4%0.008%
2/4/2025 Bank of New York Mellon Corp30,485$734K0.0%+19.4%0.028%
2/3/2025 Centricity Wealth Management LLC119,125$2.87M2.7%N/A0.108%
2/3/2025 Lyell Wealth Management LP341,272$8.21M0.7%+4.7%0.311%
1/31/2025 Bank of Jackson Hole Trust1,755$42K0.0%N/A0.002%
1/31/2025 Valley Wealth Managers Inc.80,850$1.95M0.1%-1.1%0.074%
1/30/2025 Spinnaker Trust335,036$8.06M0.5%+29.9%0.305%
1/29/2025 Sonata Capital Group Inc.151,441$3.65M1.5%+11.3%0.138%
1/29/2025 Leavell Investment Management Inc.289,475$6.97M0.3%+79.6%0.263%
1/29/2025 First Fiduciary Investment Counsel Inc.80,955$1.95M0.4%+15.1%0.074%
1/29/2025 Silicon Valley Capital Partners19,064$459K0.1%N/A0.017%
1/28/2025 Wilmington Savings Fund Society FSB6,700$161K0.0%N/A0.006%
1/28/2025 Barrett & Company Inc.23,994$578K0.2%+9.5%0.022%
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1/24/2025 Princeton Global Asset Management LLC17,141$413K0.1%+64.6%0.016%
1/23/2025 RVW Wealth LLC959,586$23.10M2.2%+9.0%0.873%
1/23/2025 Crews Bank & Trust182,645$4.40M0.7%N/A0.166%
1/22/2025 Buffington Mohr McNeal596,615$14.36M2.4%+2.1%0.543%
1/22/2025 Heartland Bank & Trust Co67,220$1.62M0.9%+63.5%0.061%
1/22/2025 Klaas Financial Asset Advisors LLC48,610$1.17M0.2%+279.9%0.044%
1/21/2025 Archford Capital Strategies LLC57,028$1.37M0.2%-4.5%0.052%
1/21/2025 Montecito 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%
12/26/2024 JPMorgan Chase & Co.256,718$6.24M0.0%-4.2%0.234%
11/18/2024 JDM Financial Group LLC80,387$1.95M1.1%N/A0.073%
11/15/2024 Peloton Wealth Strategists265,485$6.45M2.6%-0.4%0.242%
11/15/2024 Kovitz Investment Group Partners LLC156,621$3.47M0.0%+1,358.0%0.143%
11/15/2024 Integrated Wealth Concepts LLC87,776$2.13M0.0%+17.6%0.080%
11/14/2024 Captrust Financial Advisors692,020$16.82M0.0%+15.7%0.630%
11/6/2024 Coastline Trust Co4,892$119K0.0%N/A0.004%
11/5/2024 Prime Capital Investment Advisors LLC71,390$1.74M0.0%+14.3%0.065%
11/4/2024 Arrow Financial Corp563,133$13.68M1.3%+1.7%0.512%
11/1/2024 First Fiduciary Investment Counsel Inc.70,322$1.71M0.3%-4.7%0.064%
11/1/2024 Leavell Investment Management Inc.161,134$3.92M0.2%+20.4%0.147%
11/1/2024 Sonata 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%
10/31/2024 Montecito Bank & Trust44,698$1.09M0.2%+49.1%0.041%
10/31/2024 Spinnaker Trust257,919$6.27M0.4%+18.8%0.235%
10/30/2024 Crescent Grove Advisors LLC77,193$1.88M0.2%+13.4%0.070%
10/29/2024 Blue 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%
10/29/2024 Princeton Global Asset Management LLC10,412$253K0.0%+75.7%0.009%
10/25/2024 Strategic Blueprint LLC18,713$455K0.0%+2.3%0.017%
10/23/2024 Lyell Wealth Management LP325,825$7.92M0.7%+7.8%0.296%
10/23/2024 Bogart Wealth LLC6,405$156K0.0%+14.9%0.006%
10/23/2024 PSI Advisors LLC18,526$450K0.1%+6.6%0.017%
10/22/2024 Heartland Bank & Trust Co41,124$999K0.5%+22.1%0.037%
10/22/2024 Eastern Bank1,440$35K0.0%N/A0.001%
10/16/2024 Buffington Mohr McNeal584,583$14.21M2.3%+3.2%0.532%
10/9/2024 Adirondack Trust Co.22,625$550K0.2%+41.3%0.021%
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%
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8/21/2024 Heartland Bank & Trust Co33,683$802K0.5%+27.5%0.031%
8/15/2024 Peloton Wealth Strategists266,535$6.35M2.6%+0.6%0.243%
8/13/2024 Godshalk Welsh Capital Management Inc.30,750$732K0.5%+57.7%0.028%
8/9/2024 Prime Capital Investment Advisors LLC62,457$1.49M0.0%-5.0%0.057%
8/8/2024 Lyell Wealth Management LP302,208$7.20M0.7%+5.5%0.275%
8/8/2024 Parallel Advisors LLC133,834$3.19M0.1%+2.1%0.122%
8/8/2024 Valley Wealth Managers Inc.81,699$1.95M0.2%+2.1%0.074%
8/7/2024 Ashton Thomas Private Wealth LLC4,340$103K0.0%N/A0.004%
7/31/2024 Spinnaker Trust217,069$5.17M0.3%+8.8%0.198%
7/31/2024 Farther Finance Advisors LLC14,226$338K0.0%-44.9%0.013%
(Data available from 1/1/2016 forward)

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IBDR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBDR shares?

During the previous two years, 97 institutional investors and hedge funds held shares of iShares iBonds Dec 2026 Term Corporate ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($102.88M), RVW Wealth LLC ($23.10M), Captrust Financial Advisors ($21.34M), US Bancorp DE ($17.79M), Confluence Investment Management LLC ($16.17M), Buffington Mohr McNeal ($14.36M), and Arrow Financial Corp ($14.08M).Learn more on IBDR's institutional investors.

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

Of the 91 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), Novem Group ($499.19K), Rebalance LLC ($326.32K), Captrust Financial Advisors ($288.07K), Spinnaker Trust ($277.17K), Sonata Capital Group Inc. ($250.65K), and Leavell Investment Management Inc. ($250.45K).

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

Institutional investors have bought a total of 6,080,067 shares in the last 24 months. This purchase volume represents approximately $145.48M in transactions.

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

Of the 30 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: Ameriprise Financial Inc. ($1.11M), Confluence Investment Management LLC ($256.19K), Janney Montgomery Scott LLC ($94.47K), RVW Wealth LLC ($84.51K), Cambridge Investment Research Advisors Inc. ($75.05K), Buffington Mohr McNeal ($68.99K), and Exchange Capital Management Inc. ($27.82K).

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

Institutional investors have sold a total of 1,939,024 shares in the last 24 months. This volume of shares sold represents approximately $46.49M in transactions.


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This page (NYSEARCA:IBDR) was last updated on 3/25/2025 by MarketBeat.com Staff
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