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

iShares iBonds Dec 2026 Term Corporate ETF logo
$24.02 +0.02 (+0.08%)
(As of 12/20/2024 04:33 PM ET)
Compare

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$62.91M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$11.25M
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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
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%
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%
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7/30/2024 Arrow Financial Corp553,859$13.19M1.3%+2.8%0.504%
7/27/2024 Strategic Blueprint LLC18,284$436K0.0%N/A0.017%
7/26/2024 Cambridge Investment Research Advisors Inc.116,692$2.78M0.0%+36.6%0.106%
7/26/2024 Bank 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%
7/23/2024 Crescent Grove Advisors LLC68,068$1.62M0.2%+20.7%0.062%
7/22/2024 Horizons Wealth Management13,725$328K0.3%-6.4%0.012%
7/18/2024 Timber Creek Capital Management LLC34,333$818K0.2%-2.1%0.031%
7/17/2024 Montecito Bank & Trust29,986$714K0.1%+79.0%0.027%
7/17/2024 Archford Capital Strategies LLC61,112$1.46M0.2%+2.9%0.056%
7/17/2024 Leavell Investment Management Inc.133,866$3.19M0.2%+3.8%0.122%
7/11/2024 Buffington 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%
7/8/2024 RVW 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%
5/21/2024 Arrow Financial Corp538,657$12.85M1.3%+3.0%0.490%
5/17/2024 Heartland Bank & Trust Co26,412$630K0.4%N/A0.024%
5/17/2024 Comerica Bank37,404$892K0.0%+16.9%0.034%
5/14/2024InterOcean Capital Group LLC159,905$3.81M0.1%+6.7%0.146%
5/9/2024 Dearborn Partners LLC22,280$531K0.0%+8.6%0.021%
5/4/2024 Gould Asset Management LLC CA34,120$814K0.2%+33.0%0.032%
5/4/2024 Valley Wealth Managers Inc.80,007$1.91M0.1%-0.6%0.074%
5/2/2024 Horan 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%
4/29/2024 Newman Dignan & Sheerar Inc.19,202$458K0.1%+8.7%0.018%
4/26/2024 Bogart Wealth LLC5,572$133K0.0%+12.7%0.005%
4/25/2024 Klaas Financial Asset Advisors LLC11,557$276K0.1%+15.2%0.011%
4/25/2024 Cambridge Investment Research Advisors Inc.85,422$2.04M0.0%+15.5%0.079%
4/24/2024 Leavell Investment Management Inc.129,007$3.08M0.2%+8.3%0.119%
4/24/2024 Archford Capital Strategies LLC59,390$1.42M0.2%-1.1%0.055%
4/24/2024 First Fiduciary Investment Counsel Inc.74,805$1.78M0.4%+6.1%0.069%
4/18/2024 Buffington Mohr McNeal569,706$13.59M2.5%+4.8%0.795%
4/18/2024 Exchange Capital Management Inc.35,878$856K0.1%+31.1%0.050%
4/17/2024 Gradient Capital Advisors LLC9,608$229K0.1%+12.3%0.013%
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%
4/9/2024 Montecito Bank & Trust16,751$400K0.1%N/A0.023%
4/9/2024 Adirondack Trust Co.11,892$283K0.1%+135.1%0.017%
4/8/2024 RVW Wealth LLC736,759$17.57M1.8%-1.9%1.028%
4/5/2024 GAMMA Investing LLC22,390$534K0.1%N/A0.031%
4/3/2024 Timber 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%
2/16/2024 Peloton Wealth Strategists251,805$6.02M2.6%+2.0%0.351%
2/12/2024 Arrow Financial Corp522,913$12.50M1.3%+7.5%0.730%
2/12/2024 Parallel Advisors LLC79,743$1.91M0.1%+405.0%0.111%
2/12/2024 Godshalk Welsh Capital Management Inc.14,500$347K0.2%N/A0.020%
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2/9/2024 Cambridge Investment Research Advisors Inc.73,959$1.77M0.0%-17.1%0.103%
2/9/2024InterOcean Capital Group LLC149,924$3.58M0.1%-12.5%0.209%
2/8/2024 Janney Montgomery Scott LLC211,505$5.06M0.0%-0.6%0.295%
2/7/2024 Horan Securities Inc.35,375$845K0.4%+2.0%0.049%
2/7/2024 Valley Wealth Managers Inc.80,491$1.92M0.2%+0.8%0.112%
2/7/2024 Cary Street Partners Investment Advisory LLC138,058$3.30M0.2%-16.2%0.193%
2/7/2024 Sonata Capital Group Inc.99,210$2.37M1.2%N/A0.138%
2/7/2024 Bogart Wealth LLC4,943$118K0.0%+86.0%0.007%
2/6/2024 First Horizon Advisors Inc.2,960$71K0.0%N/A0.004%
2/5/2024 Cary Street Partners Asset Management LLC75,875$1.81M0.3%-16.6%0.106%
(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), Miracle Mile Advisors LLC ($21.97M), RVW Wealth LLC ($19M), US Bancorp DE ($17.79M), Captrust Financial Advisors ($16.82M), Confluence Investment Management LLC ($16.07M), and Buffington Mohr McNeal ($14.21M).Learn more on IBDR's institutional investors.

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

Of the 74 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 ($952.58K), Miracle Mile Advisors LLC ($940.94K), RVW Wealth LLC ($535.28K), Buffington Mohr McNeal ($502.86K), InterOcean Capital Group LLC ($287.48K), Sonata Capital Group Inc. ($235.25K), and Spinnaker Trust ($200.05K).

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

Institutional investors have bought a total of 6,027,674 shares in the last 24 months. This purchase volume represents approximately $142.62M 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 ($258.88K), 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 ($50.24K).

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

Institutional investors have sold a total of 1,018,326 shares in the last 24 months. This volume of shares sold represents approximately $24.15M in transactions.


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This page (NYSEARCA:IBDR) was last updated on 12/22/2024 by MarketBeat.com Staff
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