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iShares iBonds Dec 2031 Term Corporate ETF (IBDW) Institutional Ownership

iShares iBonds Dec 2031 Term Corporate ETF logo
$20.56 +0.02 (+0.10%)
As of 04/17/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2031 Term Corporate ETF (NYSEARCA:IBDW)

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$53.32M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.17M
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IBDW Institutional Buying and Selling by Quarter

iShares iBonds Dec 2031 Term Corporate ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 Janney Montgomery Scott LLC366,578$7.61M0.0%+3.4%0.520%
4/16/2025 Praetorian Wealth Management Inc.148,695$3.09M0.8%+296.8%0.211%
4/14/2025 Bank of New Hampshire39,740$825K0.2%+7.4%0.056%
4/11/2025 Princeton Global Asset Management LLC7,270$151K0.0%+9.5%0.010%
4/8/2025 Parallel Advisors LLC237,022$4.92M0.1%-6.9%0.342%
4/3/2025 Adirondack Trust Co.111,414$2.31M0.9%+10.4%0.161%
4/1/2025 Confluence Investment Management LLC490,577$10.18M0.1%-1.2%0.708%
2/18/202510Elms LLP2,000$41K0.0%N/A0.005%
2/17/2025Captrust Financial Advisors40,672$828K0.0%-4.9%0.102%
2/17/2025Cary Street Partners Financial LLC13,430$273K0.0%N/A0.034%
2/17/2025Ameriprise Financial Inc.792,563$16.14M0.0%+137.3%1.986%
2/14/2025Arrow Financial Corp702,409$14.29M1.4%+3.3%1.760%
2/13/2025United Capital Financial Advisors LLC70,431$1.43M0.0%+9.2%0.177%
2/12/2025Motley Fool Wealth Management LLC679,423$13.80M0.7%N/A1.703%
2/11/2025Sandy Spring Bank254,265$5.17M0.2%+4.3%0.637%
2/10/2025 Parallel Advisors LLC254,468$5.18M0.1%+19.5%0.638%
2/7/2025Dorsey & Whitney Trust CO LLC22,000$448K0.0%+25.7%0.055%
2/6/2025Jones Financial Companies Lllp12,472$254K0.0%+101.6%0.031%
2/5/2025Peloton Wealth Strategists170,000$3.46M1.4%+15.1%0.426%
2/3/2025 Centricity Wealth Management LLC26,290$535K0.5%N/A0.066%
2/3/2025Lyell Wealth Management LP236,975$4.82M0.4%+42.9%0.594%
1/30/2025Newman Dignan & Sheerar Inc.16,000$326K0.1%+8.3%0.040%
1/30/2025Bogart Wealth LLC5,248$107K0.0%N/A0.013%
1/29/2025Gradient Capital Advisors LLC37,516$763K0.2%+8.3%0.094%
1/23/2025RVW Wealth LLC13,680$278K0.0%N/A0.034%
1/23/2025Crews Bank & Trust4,500$92K0.0%N/A0.011%
1/22/2025Buffington Mohr McNeal661,768$13.47M2.2%+3.0%1.659%
1/21/2025Archford Capital Strategies LLC112,738$2.29M0.3%-1.2%0.283%
1/17/2025 Adirondack Trust Co.100,915$2.05M0.8%+80.4%0.253%
1/17/2025 Janney Montgomery Scott LLC354,593$7.22M0.0%+5.2%0.889%
1/16/2025 First United Bank & Trust2,307$47K0.0%N/A0.006%
1/14/2025Roble Belko & Company Inc19,865$404K0.1%+32.5%0.050%
1/10/2025 Praetorian Wealth Management Inc.37,475$763K0.2%N/A0.094%
1/7/2025 Bank of New Hampshire37,015$753K0.2%+22.7%0.093%
1/2/2025 Confluence Investment Management LLC496,614$10.11M0.1%+0.6%1.245%
11/15/2024Peloton Wealth Strategists147,700$3.13M1.2%+23.1%0.370%
11/15/2024Integrated Wealth Concepts LLC26,762$568K0.0%+9.2%0.067%
11/14/2024Captrust Financial Advisors42,782$908K0.0%+17.2%0.107%
11/4/2024Arrow Financial Corp679,681$14.42M1.3%+1.3%1.703%
10/31/2024 Confluence Investment Management LLC493,656$10.48M0.1%N/A1.237%
New “Trump” currency proposed in DC (Ad)

According to one of the most connected men in Washington… A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note. All to celebrate a new “golden age” for America.

When you see what could happen – I think you’ll be excited.
10/31/2024 Montecito Bank & Trust36,579$776K0.1%+47.1%0.092%
10/29/2024 Janney Montgomery Scott LLC337,146$7.15M0.0%+5.8%0.845%
10/29/2024 Princeton Global Asset Management LLC6,562$139K0.0%+112.4%0.016%
10/29/2024 Farther Finance Advisors LLC4,334$92K0.0%N/A0.011%
10/23/2024Lyell Wealth Management LP165,800$3.52M0.3%+501.8%0.416%
10/16/2024Buffington Mohr McNeal642,523$13.63M2.2%+4.0%1.610%
10/9/2024 Adirondack Trust Co.55,942$1.19M0.5%+43.8%0.140%
8/28/2024Farmers National Bank33,468$679K0.2%+8.9%0.084%
8/15/2024Peloton Wealth Strategists120,000$2.44M1.0%+10.6%0.301%
8/8/2024Lyell Wealth Management LP27,550$559K0.1%+42.9%0.069%
8/8/2024 Parallel Advisors LLC135,011$2.74M0.1%+7.6%0.338%
7/30/2024Arrow Financial Corp670,910$13.61M1.3%+2.3%1.681%
7/18/2024Timber Creek Capital Management LLC25,963$527K0.2%-2.0%0.065%
7/17/2024 Montecito Bank & Trust24,873$505K0.1%+66.6%0.062%
7/17/2024Archford Capital Strategies LLC116,283$2.36M0.4%+4.7%0.291%
7/15/2024Newman Dignan & Sheerar Inc.10,685$217K0.1%N/A0.027%
7/11/2024Buffington Mohr McNeal617,686$12.53M2.2%+2.0%1.548%
7/9/2024 Adirondack Trust Co.38,893$789K0.3%-42.5%0.097%
7/1/2024 Bank of New Hampshire30,175$612K0.2%-1.9%0.076%
5/21/2024Arrow Financial Corp655,960$13.44M1.3%+3.4%1.644%
5/17/2024Comerica Bank26,462$542K0.0%+64.9%0.066%
5/1/2024 Janney Montgomery Scott LLC290,725$5.96M0.0%+15.9%0.744%
4/24/2024Archford Capital Strategies LLC111,060$2.28M0.4%+5.4%0.284%
4/18/2024Buffington Mohr McNeal605,621$12.41M2.2%+11.4%3.204%
4/17/2024Gradient Capital Advisors LLC32,827$673K0.2%+25.4%0.174%
4/11/2024Roble Belko & Company Inc10,261$210K0.0%+37.9%0.054%
4/10/2024 Bank of New Hampshire30,775$631K0.2%+23.6%0.163%
4/9/2024 Montecito Bank & Trust14,934$306K0.1%N/A0.079%
4/9/2024 Adirondack Trust Co.67,691$1.39M0.6%+8.3%0.358%
4/3/2024Timber Creek Capital Management LLC26,489$543K0.2%+3.2%0.140%
3/29/2024 Adirondack Trust Co.62,516$1.27M0.6%+66.3%0.331%
2/16/2024Peloton Wealth Strategists102,500$2.13M0.9%+192.9%0.542%
2/12/2024Arrow Financial Corp634,199$13.17M1.4%+9.8%3.356%
2/12/2024 Parallel Advisors LLC71,830$1.49M0.0%N/A0.380%
2/8/2024 Janney Montgomery Scott LLC250,757$5.21M0.0%+11.8%1.327%
2/2/2024 Bank of New Hampshire24,900$517K0.1%+15.5%0.132%
2/2/2024Lyell Wealth Management LP12,725$264K0.0%N/A0.067%
2/1/2024Roble Belko & Company Inc7,440$155K0.0%N/A0.039%
2/1/2024Gradient Capital Advisors LLC26,188$544K0.2%N/A0.139%
1/30/2024Buffington Mohr McNeal543,518$11.29M2.3%+129.5%2.876%
1/26/2024Sandy Spring Bank168,132$3.49M0.2%+15.6%0.890%
1/24/2024Private Trust Co. NA1,290$27K0.0%N/A0.007%
1/12/2024Archford Capital Strategies LLC105,384$2.19M0.4%+68.2%0.558%
1/11/2024Timber Creek Capital Management LLC25,673$533K0.2%+11.7%0.136%
11/14/2023Peloton Wealth Strategists35,000$678K0.3%+116.0%0.185%
11/13/2023Cary Street Partners Investment Advisory LLC1,510$29K0.0%N/A0.008%
11/8/2023 Janney Montgomery Scott LLC224,284$4.35M0.0%+46.0%1.187%
11/8/2023Dorsey & Whitney Trust CO LLC17,500$339K0.0%N/A0.093%
10/31/2023 Adirondack Trust Co.37,584$728K0.4%+72.5%0.199%
10/30/2023Sandy Spring Bank145,436$2.82M0.2%+26.3%0.770%
New “Trump” currency proposed in DC (Ad)

According to one of the most connected men in Washington… A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note. All to celebrate a new “golden age” for America.

When you see what could happen – I think you’ll be excited.
10/27/2023Archford Capital Strategies LLC62,646$1.21M0.2%+6.4%0.331%
10/25/2023Buffington Mohr McNeal236,807$4.59M1.0%N/A1.253%
10/24/2023Bank of New York Mellon Corp119,166$2.31M0.0%+3.5%0.631%
10/18/2023Timber Creek Capital Management LLC22,990$446K0.2%-2.8%0.122%
10/10/2023 Bank of New Hampshire21,550$418K0.1%+43.7%0.114%
8/10/2023Peloton Wealth Strategists16,200$328K0.1%N/A0.093%
8/9/2023Arrow Financial Corp399,775$8.10M1.0%+13.0%2.298%
8/4/2023Sandy Spring Bank115,190$2.34M0.1%+64.9%0.662%
8/3/2023Bank of New York Mellon Corp115,131$2.33M0.0%+7.2%0.662%
8/2/2023Archford Capital Strategies LLC58,893$1.19M0.2%+24.9%0.338%
(Data available from 1/1/2016 forward)

IBDW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBDW shares?

During the previous two years, 39 institutional investors and hedge funds held shares of iShares iBonds Dec 2031 Term Corporate ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($16.14M), Arrow Financial Corp ($14.29M), Motley Fool Wealth Management LLC ($13.80M), Buffington Mohr McNeal ($13.47M), Confluence Investment Management LLC ($10.18M), Janney Montgomery Scott LLC ($7.61M), and Sandy Spring Bank ($5.17M).Learn more on IBDW's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2031 Term Corporate ETF stock?

Of the 39 institutional investors that purchased iShares iBonds Dec 2031 Term Corporate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Motley Fool Wealth Management LLC ($679.42K), Buffington Mohr McNeal ($661.77K), Confluence Investment Management LLC ($496.61K), Ameriprise Financial Inc. ($458.52K), Janney Montgomery Scott LLC ($338.56K), Arrow Financial Corp ($234.46K), and Lyell Wealth Management LP ($230.43K).

How much institutional buying is happening at iShares iBonds Dec 2031 Term Corporate ETF?

Institutional investors have bought a total of 4,161,794 shares in the last 24 months. This purchase volume represents approximately $85.32M in transactions.

Which iShares iBonds Dec 2031 Term Corporate ETF major shareholders have been selling company stock?

The following institutional investors have sold iShares iBonds Dec 2031 Term Corporate ETF stock in the last 24 months: Adirondack Trust Co. ($28.80K), Parallel Advisors LLC ($17.45K), Confluence Investment Management LLC ($6.04K), Captrust Financial Advisors ($2.11K), Timber Creek Capital Management LLC ($1.77K), Archford Capital Strategies LLC ($1.36K), and Bank of New Hampshire ($600.00).

How much institutional selling is happening at iShares iBonds Dec 2031 Term Corporate ETF?

Institutional investors have sold a total of 58,118 shares in the last 24 months. This volume of shares sold represents approximately $1.19M in transactions.


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This page (NYSEARCA:IBDW) was last updated on 4/19/2025 by MarketBeat.com Staff
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