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iShares iBonds Dec 2028 Term Corporate ETF (IBDT) Institutional Ownership

iShares iBonds Dec 2028 Term Corporate ETF logo
$24.97 +0.02 (+0.08%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT)

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$33.39M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$5.29M
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IBDT Institutional Buying and Selling by Quarter

iShares iBonds Dec 2028 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 LLC53,161$1.32M0.2%-2.7%0.073%
1/21/2025Montecito Bank & Trust46,390$1.16M0.2%+11.8%0.063%
1/17/2025 Adirondack Trust Co.76,136$1.90M0.7%+121.9%0.104%
1/17/2025 Janney Montgomery Scott LLC150,125$3.74M0.0%-56.0%0.205%
1/16/2025 First United Bank & Trust1,913$48K0.0%N/A0.003%
1/16/2025 Harbor Investment Advisory LLC21,609$538K0.0%+2,551.4%0.030%
1/16/2025 Lbmc Investment Advisors LLC64,367$1.60M0.1%+449.9%0.088%
1/14/2025 Roble Belko & Company Inc19,112$476K0.1%+23.1%0.026%
1/10/2025 Praetorian Wealth Management Inc.201,436$5.02M1.2%+5.3%0.275%
1/7/2025 Bank of New Hampshire12,200$304K0.1%+6.9%0.017%
1/3/2025 GAMMA Investing LLC123,906$3.09M0.3%+21.4%0.169%
11/15/2024Peloton Wealth Strategists291,975$7.45M3.0%+8.3%0.399%
11/15/2024Integrated Wealth Concepts LLC128,022$3.27M0.0%+2.9%0.175%
11/14/2024Flow Traders U.S. LLC23,583$602K0.0%N/A0.032%
11/14/2024Captrust Financial Advisors299,491$7.65M0.0%+9.0%0.409%
11/6/2024Coastline Trust Co1,211$31K0.0%N/A0.002%
11/4/2024Migdal Insurance & Financial Holdings Ltd.5,130$131K0.0%+10.8%0.007%
11/4/2024Arrow Financial Corp542,320$13.85M1.3%+2.1%0.741%
11/1/2024First Fiduciary Investment Counsel Inc.37,935$968K0.2%-1.3%0.052%
11/1/2024Leavell Investment Management Inc.76,210$1.95M0.1%+36.7%0.104%
11/1/2024Sonata Capital Group Inc.18,557$474K0.2%N/A0.025%
10/31/2024Montecito Bank & Trust41,501$1.06M0.2%+51.1%0.057%
10/31/2024Spinnaker Trust170,234$4.35M0.3%+20.4%0.233%
10/29/2024Blue Square Asset Management LLC39,773$1.02M0.5%+9.6%0.054%
10/29/2024First Interstate Bank7,909$202K0.0%N/A0.011%
10/29/2024Farther Finance Advisors LLC2,701$69K0.0%-79.6%0.004%
10/23/2024Lyell Wealth Management LP308,104$7.87M0.7%+17.7%0.421%
10/23/2024Bogart Wealth LLC6,166$157K0.0%+14.7%0.008%
10/22/2024Heartland Bank & Trust Co9,631$246K0.1%N/A0.013%
10/19/2024Baker Boyer National Bank24,036$614K0.2%+19.5%0.033%
10/9/2024 Adirondack Trust Co.34,308$876K0.3%+94.7%0.047%
10/8/2024 Lbmc Investment Advisors LLC11,705$299K0.0%N/A0.016%
10/7/2024 Bank of New Hampshire11,415$291K0.1%-13.6%0.016%
10/7/2024 GAMMA Investing LLC102,073$2.61M0.3%+216.3%0.139%
10/2/2024 Praetorian Wealth Management Inc.191,336$4.89M1.2%+1.8%0.261%
8/28/2024Farmers National Bank43,233$1.07M0.3%-3.8%0.059%
8/15/2024Peloton Wealth Strategists269,500$6.68M2.7%+4.5%0.368%
8/8/2024Lyell Wealth Management LP261,751$6.48M0.6%+12.2%0.358%
8/8/2024Parallel Advisors LLC128,813$3.19M0.1%+2.8%0.176%
8/8/2024Valley Wealth Managers Inc.49,029$1.21M0.1%+8.6%0.067%
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8/7/2024Ashton Thomas Private Wealth LLC4,212$104K0.0%N/A0.006%
8/7/2024Baker Boyer National Bank20,120$498K0.2%N/A0.027%
7/30/2024Arrow Financial Corp531,348$13.16M1.3%+2.8%0.726%
7/27/2024Strategic Blueprint LLC12,789$317K0.0%-9.5%0.017%
7/26/2024Cambridge Investment Research Advisors Inc.63,022$1.56M0.0%+3.9%0.086%
7/26/2024Dearborn Partners LLC21,309$528K0.0%+4.2%0.029%
7/26/2024Bank of New York Mellon Corp21,878$542K0.0%+55.6%0.030%
7/23/2024 Iowa State Bank8,127$201K0.0%-8.8%0.011%
7/17/2024Montecito Bank & Trust27,457$680K0.1%+79.2%0.038%
7/17/2024Archford Capital Strategies LLC56,044$1.39M0.2%+2.9%0.077%
7/10/2024 Praetorian Wealth Management Inc.187,980$4.66M1.2%+4.4%0.257%
7/9/2024 Adirondack Trust Co.17,624$437K0.2%+37.3%0.024%
7/8/2024RVW Wealth LLC730,546$18.10M1.8%+12.8%0.998%
7/2/2024 GAMMA Investing LLC32,267$799K0.1%+47.1%0.044%
5/21/2024Arrow Financial Corp517,012$12.88M1.3%+3.0%0.706%
5/17/2024Comerica Bank12,526$312K0.0%+3.7%0.017%
5/9/2024Dearborn Partners LLC20,452$509K0.0%+5.3%0.029%
5/4/2024Valley Wealth Managers Inc.45,135$1.12M0.1%+23.5%0.063%
5/1/2024 Janney Montgomery Scott LLC336,526$8.38M0.0%+27.7%0.469%
4/26/2024Bogart Wealth LLC5,374$134K0.0%+12.6%0.007%
4/25/2024Cambridge Investment Research Advisors Inc.60,681$1.51M0.0%+25.5%0.085%
4/24/2024Leavell Investment Management Inc.37,075$923K0.1%+84.7%0.052%
4/24/2024First Fiduciary Investment Counsel Inc.38,450$958K0.2%+83.8%0.054%
4/23/2024 Iowa State Bank8,907$222K0.0%-13.2%0.012%
4/23/2024Strategic Blueprint LLC14,133$352K0.0%N/A0.020%
4/16/2024 Pinnacle Bancorp Inc.2,000$50K0.0%N/A0.005%
4/10/2024 Praetorian Wealth Management Inc.179,983$4.48M1.2%+3.5%0.472%
4/10/2024 Bank of New Hampshire13,515$337K0.1%+45.1%0.035%
4/9/2024Montecito Bank & Trust15,319$382K0.1%N/A0.040%
4/9/2024 Adirondack Trust Co.12,835$320K0.1%+24.6%0.034%
4/8/2024RVW Wealth LLC647,711$16.13M1.7%+2.0%1.700%
4/5/2024 GAMMA Investing LLC21,928$546K0.1%N/A0.058%
3/29/2024 Adirondack Trust Co.10,303$255K0.1%N/A0.027%
2/16/2024Peloton Wealth Strategists243,650$6.11M2.6%+7.6%0.640%
2/12/2024Arrow Financial Corp501,721$12.59M1.3%+8.1%1.317%
2/12/2024Parallel Advisors LLC80,034$2.01M0.1%+340.2%0.210%
2/8/2024Exchange Capital Management Inc.9,898$248K0.0%-5.7%0.026%
2/8/2024 Janney Montgomery Scott LLC263,571$6.61M0.0%+3.7%0.692%
2/7/2024Valley Wealth Managers Inc.36,556$917K0.1%+12.1%0.096%
2/7/2024Bogart Wealth LLC4,773$120K0.0%+87.8%0.013%
2/6/2024First Horizon Advisors Inc.2,842$71K0.0%N/A0.007%
2/2/2024Spinnaker Trust92,286$2.32M0.2%+263.8%0.242%
2/2/2024First Fiduciary Investment Counsel Inc.20,915$525K0.1%N/A0.055%
2/2/2024 Bank of New Hampshire9,315$234K0.1%+35.3%0.024%
2/2/2024Lyell Wealth Management LP159,166$3.99M0.5%+24.1%0.418%
2/1/2024 Roble Belko & Company Inc13,339$335K0.1%+8.1%0.035%
1/30/2024Scissortail Wealth Management LLC54,056$1.35M0.4%N/A0.142%
1/26/2024Sandy Spring Bank212,169$5.32M0.3%-0.3%0.557%
1/26/2024Dearborn Partners LLC19,427$487K0.0%N/A0.051%
1/24/2024Private Trust Co. NA2,201$55K0.0%+87.5%0.006%
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1/23/2024Leavell Investment Management Inc.20,075$504K0.0%N/A0.053%
1/22/2024Princeton Global Asset Management LLC25,675$644K0.2%N/A0.067%
1/12/2024Archford Capital Strategies LLC54,867$1.38M0.3%-21.2%0.144%
1/11/2024 Praetorian Wealth Management Inc.173,817$4.36M1.3%+0.9%0.456%
1/8/2024RVW Wealth LLC634,955$15.93M1.8%+2,682.9%1.667%
11/14/2023Peloton Wealth Strategists226,425$5.44M2.5%+10.5%0.594%
11/13/2023Asset Dedication LLC18,287$437K0.0%-2.9%0.048%
11/9/2023Valley Wealth Managers Inc.32,603$783K0.1%+6.4%0.086%
11/8/2023 Janney Montgomery Scott LLC254,221$6.11M0.0%+9.3%0.667%
11/8/2023Spinnaker Trust25,368$610K0.0%N/A0.067%
(Data available from 1/1/2016 forward)

IBDT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBDT shares?

During the previous two years, 55 institutional investors and hedge funds held shares of iShares iBonds Dec 2028 Term Corporate ETF. The most heavily invested institutionals were RVW Wealth LLC ($18.10M), Arrow Financial Corp ($13.85M), OLD Mission Capital LLC ($10.96M), Lyell Wealth Management LP ($7.87M), Captrust Financial Advisors ($7.65M), US Bancorp DE ($7.54M), and Peloton Wealth Strategists ($7.45M).Learn more on IBDT's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2028 Term Corporate ETF stock?

Of the 49 institutional investors that purchased iShares iBonds Dec 2028 Term Corporate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: RVW Wealth LLC ($720.37K), OLD Mission Capital LLC ($389.73K), Lyell Wealth Management LP ($233.97K), Janney Montgomery Scott LLC ($186.07K), GAMMA Investing LLC ($123.91K), Spinnaker Trust ($121.15K), and Arrow Financial Corp ($102.38K).

How much institutional buying is happening at iShares iBonds Dec 2028 Term Corporate ETF?

Institutional investors have bought a total of 2,915,405 shares in the last 24 months. This purchase volume represents approximately $72.73M in transactions.

Which iShares iBonds Dec 2028 Term Corporate ETF major shareholders have been selling company stock?

Of the 16 institutional investors that sold iShares iBonds Dec 2028 Term Corporate ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Janney Montgomery Scott LLC ($191.40K), Cambridge Investment Research Advisors Inc. ($25.15K), OLD Mission Capital LLC ($16.78K), Archford Capital Strategies LLC ($16.30K), Arrow Financial Corp ($10.78K), Farther Finance Advisors LLC ($10.53K), and Sandy Spring Bank ($9.24K).

How much institutional selling is happening at iShares iBonds Dec 2028 Term Corporate ETF?

Institutional investors have sold a total of 298,743 shares in the last 24 months. This volume of shares sold represents approximately $7.40M in transactions.


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