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

iShares iBonds Dec 2028 Term Corporate ETF logo
$25.38 -0.02 (-0.08%)
Closing price 08/5/2025 04:10 PM Eastern
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$27.82 +2.44 (+9.61%)
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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)
62
Total
Institutional Inflows
(last 12 months)
$200.39M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$12.49M
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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
8/4/2025 Spinnaker Trust375,003$9.53M0.6%+5.1%0.330%
8/1/2025 Bank of Jackson Hole Trust3,850$98K0.1%+31.9%0.003%
7/31/2025 Leavell Investment Management Inc.107,475$2.73M0.1%+5.3%0.095%
7/30/2025 Sonata Capital Group Inc.157,719$4.01M1.6%+76.5%0.139%
7/30/2025 Princeton Global Asset Management LLC45,205$1.15M0.2%+1.1%0.040%
7/29/2025 Lyell Wealth Management LP373,853$9.50M0.8%+5.4%0.329%
7/25/2025 Heartland Bank & Trust Co136,620$3.47M1.6%+65.9%0.120%
7/23/2025 Prime Capital Investment Advisors LLC10,000$254K0.0%-41.4%0.009%
7/21/2025 Crews Bank & Trust157,900$4.01M0.6%+12.1%0.139%
7/18/2025 Newman Dignan & Sheerar Inc.8,099$206K0.0%N/A0.007%
7/18/2025 Centricity Wealth Management LLC195,830$4.98M4.0%+4.7%0.173%
7/17/2025 Janney Montgomery Scott LLC125,334$3.19M0.0%-1.4%0.111%
7/16/2025 Rebalance LLC168,982$4.30M0.3%+0.9%0.149%
7/15/2025 RVW Wealth LLC966,581$24.57M2.1%+8.7%0.853%
7/14/2025 GAMMA Investing LLC50,207$1.28M0.1%-69.9%0.044%
7/11/2025 Adirondack Trust Co.91,704$2.33M0.8%+8.6%0.081%
7/9/2025 Praetorian Wealth Management Inc.227,219$5.78M1.3%+3.2%0.202%
7/9/2025 Lbmc Investment Advisors LLC153,710$3.91M0.3%+80.0%0.137%
7/9/2025 Bank of New Hampshire13,900$353K0.1%+15.8%0.012%
7/9/2025 Sarver Vrooman Wealth Advisors8,492$216K0.1%+675.5%0.008%
7/8/2025 Parallel Advisors LLC245,228$6.23M0.1%+8.7%0.217%
7/1/2025 Harbor Investment Advisory LLC79,165$2.01M0.2%+89.3%0.070%
5/16/2025Peloton Wealth Strategists362,694$9.16M3.8%+13.6%0.328%
5/16/2025Jones Financial Companies Lllp409,970$10.36M0.0%+1,171.9%0.371%
5/16/2025NewEdge Advisors LLC227,306$5.74M0.0%-4.2%0.206%
5/16/2025Integrated Wealth Concepts LLC176,718$4.46M0.1%+43.8%0.160%
5/14/2025Ameriprise Financial Inc.1,555,428$39.29M0.0%+43.5%1.408%
5/12/2025Scissortail Wealth Management LLC51,142$1.29M0.3%-5.9%0.046%
5/9/2025Foster Dykema Cabot & Partners LLC11,200$283K0.0%-3.4%0.010%
5/9/2025Cary Street Partners Financial LLC39,420$996K0.0%+20.3%0.036%
5/9/2025Cheviot Value Management LLC188,911$4.76M0.6%N/A0.171%
5/8/2025 Bank of Jackson Hole Trust2,918$74K0.0%+73.3%0.003%
5/8/2025 Lyell Wealth Management LP354,738$8.96M0.8%+7.2%0.321%
5/8/2025 RVW Wealth LLC889,298$22.46M2.1%+2.3%0.805%
5/8/2025 Roble Belko & Company Inc21,918$554K0.1%+14.7%0.020%
5/8/2025Dearborn Partners LLC21,044$532K0.0%-2.2%0.019%
5/7/2025Valley Wealth Managers Inc.47,767$1.21M0.1%-2.4%0.043%
5/5/2025Arrow Financial Corp566,467$14.31M1.6%+0.5%0.513%
5/5/2025 Migdal Insurance & Financial Holdings Ltd.2,540$64K0.0%-50.5%0.002%
5/5/2025 Gradient Capital Advisors LLC9,532$241K0.1%N/A0.009%
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5/2/2025 Bogart Wealth LLC5,382$136K0.0%-12.7%0.005%
4/30/2025 Leavell Investment Management Inc.102,087$2.58M0.1%+6.7%0.092%
4/30/2025 First National Bank & Trust Co. of Newtown49,640$1.25M0.3%N/A0.045%
4/29/2025Bank of New York Mellon Corp33,829$855K0.0%+9.3%0.031%
4/29/2025 Sonata Capital Group Inc.89,345$2.26M1.0%-1.3%0.081%
4/29/2025 Baker Boyer National Bank26,568$671K0.2%+2.0%0.024%
4/28/2025Buffington Mohr McNeal46,996$1.19M0.2%+237.0%0.043%
4/28/2025 Private Trust Co. NA6,051$153K0.0%+196.5%0.005%
4/25/2025 Spinnaker Trust356,875$9.02M0.6%+19.5%0.324%
4/22/2025 Cambridge Investment Research Advisors Inc.142,121$3.59M0.0%+35.8%0.129%
4/22/2025 Crews Bank & Trust140,855$3.56M0.6%+18.3%0.128%
4/22/2025 Heartland Bank & Trust Co82,331$2.08M1.1%+108.9%0.075%
4/22/2025RFP Financial Group LLC30,823$779K0.3%N/A0.028%
4/17/2025 Janney Montgomery Scott LLC127,139$3.21M0.0%-15.3%0.115%
4/17/2025 Rebalance LLC167,403$4.23M0.3%+20.2%0.152%
4/16/2025 Praetorian Wealth Management Inc.220,136$5.56M1.4%+9.3%0.200%
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%
2/7/2025 Rebalance 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%
2/3/2025 Lyell Wealth Management LP331,018$8.24M0.7%+7.4%0.452%
1/31/2025 Bank of Jackson Hole Trust1,684$42K0.0%N/A0.002%
1/30/2025 Spinnaker Trust298,655$7.44M0.5%+75.4%0.408%
1/29/2025 Sonata Capital Group Inc.90,557$2.26M0.9%+388.0%0.124%
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1/29/2025 Leavell Investment Management Inc.95,692$2.38M0.1%+25.6%0.131%
1/29/2025 First Fiduciary Investment Counsel Inc.60,810$1.51M0.3%+60.3%0.083%
1/28/2025 Wilmington Savings Fund Society FSB6,300$157K0.0%N/A0.009%
1/28/2025 Barrett & 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%
1/23/2025 RVW Wealth LLC869,496$21.65M2.0%+7.8%1.188%
1/23/2025 Crews Bank & Trust119,055$2.96M0.5%N/A0.163%
1/23/2025 Baker Boyer National Bank26,048$649K0.2%+8.4%0.036%
1/22/2025Buffington Mohr McNeal13,944$347K0.1%N/A0.019%
1/22/2025 Heartland Bank & Trust Co39,414$981K0.5%+309.2%0.054%
(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, 77 institutional investors and hedge funds held shares of iShares iBonds Dec 2028 Term Corporate ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($39.29M), RVW Wealth LLC ($24.57M), Arrow Financial Corp ($14.31M), Jones Financial Companies Lllp ($10.36M), Captrust Financial Advisors ($9.87M), Spinnaker Trust ($9.53M), and Lyell Wealth Management LP ($9.50M).Learn more on iShares iBonds Dec 2028 Term Corporate ETF's institutional investors.

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

Of the 70 institutional investors that purchased iShares iBonds Dec 2028 Term Corporate ETF's 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 ($880.21K), Ameriprise Financial Inc. ($471.50K), Jones Financial Companies Lllp ($377.74K), Spinnaker Trust ($325.92K), Centricity Wealth Management LLC ($195.83K), and Cheviot Value Management LLC ($188.91K).

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

Institutional investors have bought a total of 7,947,796 shares in the last 24 months. This purchase volume represents approximately $200.39M in transactions.

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

Of the 19 institutional investors that sold iShares iBonds Dec 2028 Term Corporate ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Janney Montgomery Scott LLC ($216.19K), GAMMA Investing LLC ($116.69K), Ameriprise Financial Inc. ($106.46K), Parallel Advisors LLC ($10.62K), Farther Finance Advisors LLC ($10.53K), NewEdge Advisors LLC ($9.91K), and Prime Capital Investment Advisors LLC ($7.07K).

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

Institutional investors have sold a total of 497,883 shares in the last 24 months. This volume of shares sold represents approximately $12.49M in transactions.


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This page (NYSEARCA:IBDT) was last updated on 8/6/2025 by MarketBeat.com Staff
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