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

iShares iBonds Dec 2028 Term Corporate ETF logo
$25.08 +0.06 (+0.24%)
Closing price 04/15/2025 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)
59
Total
Institutional Inflows
(last 12 months)
$158.32M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$8.31M
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IBDT Institutional Buying and Selling by Quarter

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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
4/15/2025 GAMMA Investing LLC166,895$4.22M0.3%+34.7%0.151%
4/14/2025 Centricity Wealth Management LLC187,115$4.73M4.3%+3.0%0.170%
4/11/2025 Princeton Global Asset Management LLC44,700$1.13M0.2%+3.7%0.041%
4/9/2025 Lbmc Investment Advisors LLC85,416$2.16M0.2%+32.7%0.078%
4/9/2025 Harbor Investment Advisory LLC41,820$1.06M0.1%+93.5%0.038%
4/8/2025 Parallel Advisors LLC225,654$5.70M0.1%-4.5%0.207%
4/7/2025 GAMMA Investing LLC4,215,768$106.49M0.0%+3,302.4%3.873%
4/3/2025 Adirondack Trust Co.84,460$2.13M0.8%+10.9%0.078%
2/18/202510Elms LLP39,151$975K1.0%N/A0.053%
2/17/2025Captrust Financial Advisors396,325$9.87M0.0%+32.3%0.541%
2/17/2025Cary Street Partners Financial LLC32,763$816K0.0%N/A0.045%
2/17/2025Baird Financial Group Inc.24,191$602K0.0%+9.9%0.033%
2/17/2025Ameriprise Financial Inc.1,083,928$26.99M0.0%-8.9%1.481%
2/17/2025Ancora Advisors LLC16,131$402K0.0%+14.9%0.022%
2/14/2025Arrow Financial Corp563,736$14.04M1.3%+3.9%0.770%
2/14/2025Integrated Wealth Concepts LLC122,907$3.06M0.0%-4.0%0.168%
2/13/2025Foster Dykema Cabot & Partners LLC11,600$289K0.0%+866.7%0.016%
2/13/2025United Capital Financial Advisors LLC73,881$1.84M0.0%+10.5%0.101%
2/13/2025Hurley Capital LLC6,154$153K0.1%N/A0.008%
2/12/2025Godshalk Welsh Capital Management Inc.41,600$1.04M0.7%+378.2%0.057%
2/12/2025JPMorgan Chase & Co.7,280$181K0.0%+514.9%0.010%
2/11/2025Sandy Spring Bank226,686$5.64M0.2%+1.6%0.310%
2/10/2025 Parallel Advisors LLC236,278$5.88M0.1%+24.0%0.323%
2/10/2025Hills Bank & Trust Co6,457$161K0.0%N/A0.009%
2/7/2025Rebalance LLC139,288$3.47M0.3%N/A0.190%
2/7/2025Horan Securities Inc.38,079$948K0.4%N/A0.052%
2/5/2025Peloton Wealth Strategists319,174$7.95M3.2%+9.3%0.436%
2/4/2025Bank of New York Mellon Corp30,942$770K0.0%+19.0%0.042%
2/3/2025First Horizon Advisors Inc.8,040$200K0.0%+178.4%0.011%
2/3/2025 Centricity Wealth Management LLC181,582$4.52M4.2%N/A0.248%
2/3/2025Lyell Wealth Management LP331,018$8.24M0.7%+7.4%0.452%
1/31/2025Bank of Jackson Hole Trust1,684$42K0.0%N/A0.002%
1/30/2025Spinnaker Trust298,655$7.44M0.5%+75.4%0.408%
1/29/2025Sonata Capital Group Inc.90,557$2.26M0.9%+388.0%0.124%
1/29/2025Leavell Investment Management Inc.95,692$2.38M0.1%+25.6%0.131%
1/29/2025First Fiduciary Investment Counsel Inc.60,810$1.51M0.3%+60.3%0.083%
1/28/2025Wilmington Savings Fund Society FSB6,300$157K0.0%N/A0.009%
1/28/2025Barrett & Company Inc.10,248$255K0.1%+92.9%0.014%
1/24/2025 Princeton Global Asset Management LLC43,085$1.07M0.2%+8.0%0.059%
1/23/2025RVW Wealth LLC869,496$21.65M2.0%+7.8%1.188%
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1/23/2025Crews Bank & Trust119,055$2.96M0.5%N/A0.163%
1/23/2025Baker Boyer National Bank26,048$649K0.2%+8.4%0.036%
1/22/2025Buffington Mohr McNeal13,944$347K0.1%N/A0.019%
1/22/2025Heartland Bank & Trust Co39,414$981K0.5%+309.2%0.054%
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%
1/17/2025Janney Montgomery Scott LLC150,125$3.74M0.0%-56.0%0.205%
1/16/2025First 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%
1/14/2025Roble Belko & Company Inc19,112$476K0.1%+23.1%0.026%
1/10/2025Praetorian 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%
10/29/2024 Farther 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%
10/2/2024Praetorian 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%
8/8/2024 Parallel 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%
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%
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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%
7/10/2024Praetorian 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%
(Data available from 1/1/2016 forward)

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IBDT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBDT shares?

During the previous two years, 73 institutional investors and hedge funds held shares of iShares iBonds Dec 2028 Term Corporate ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($26.99M), RVW Wealth LLC ($21.65M), Arrow Financial Corp ($14.04M), OLD Mission Capital LLC ($10.96M), Captrust Financial Advisors ($9.87M), Lyell Wealth Management LP ($8.24M), and Peloton Wealth Strategists ($7.95M).Learn more on IBDT's institutional investors.

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

Of the 66 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: GAMMA Investing LLC ($4.26M), RVW Wealth LLC ($783.13K), OLD Mission Capital LLC ($389.73K), Spinnaker Trust ($249.57K), Centricity Wealth Management LLC ($187.12K), Lyell Wealth Management LP ($179.37K), and Janney Montgomery Scott LLC ($141.04K).

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

Institutional investors have bought a total of 8,139,510 shares in the last 24 months. This purchase volume represents approximately $204.42M in transactions.

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

Of the 17 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), Ameriprise Financial Inc. ($106.46K), Cambridge Investment Research Advisors Inc. ($25.15K), Archford Capital Strategies LLC ($16.30K), Parallel Advisors LLC ($10.62K), Farther Finance Advisors LLC ($10.53K), and Iowa State Bank ($6.75K).

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

Institutional investors have sold a total of 384,807 shares in the last 24 months. This volume of shares sold represents approximately $9.57M in transactions.


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This page (NYSEARCA:IBDT) was last updated on 4/16/2025 by MarketBeat.com Staff
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