Free Trial

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

iShares iBonds Dec 2026 Term Corporate ETF logo
$24.19 +0.02 (+0.08%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
72
Total
Institutional Inflows
(last 12 months)
$212.89M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$89.35M
Get IBDR Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares iBonds Dec 2026 Term Corporate ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IBDR Institutional Buying and Selling by Quarter

iShares iBonds Dec 2026 Term Corporate ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Peloton Wealth Strategists297,820$7.21M3.0%+6.4%0.221%
5/16/2025 Jones Financial Companies Lllp7,993$202K0.0%-67.5%0.006%
5/16/2025 NewEdge Advisors LLC689,450$16.69M0.1%-2.9%0.511%
5/16/2025 Integrated Wealth Concepts LLC150,798$3.65M0.0%+76.0%0.112%
5/15/2025 OLD Mission Capital LLC51,171$1.24M0.0%N/A0.038%
5/15/2025 JDM Financial Group LLC44,032$1.07M0.5%-21.0%0.033%
5/14/2025 Ameriprise Financial Inc.2,136,606$51.73M0.0%-50.0%1.584%
5/12/2025 Scissortail Wealth Management LLC105,866$2.56M0.7%+22.5%0.078%
5/9/2025 Cary Street Partners Financial LLC85,763$2.08M0.1%-6.4%0.064%
5/9/2025 Wells Financial Advisors INC3,200$77K0.1%-54.2%0.002%
5/8/2025 Bank of Jackson Hole Trust3,042$74K0.0%+73.3%0.002%
5/8/2025 Lyell Wealth Management LP364,517$8.83M0.8%+6.8%0.270%
5/8/2025 RVW Wealth LLC1,021,682$24.74M2.3%+6.5%0.757%
5/7/2025 Hurley Capital LLC53,038$1.28M1.0%+14.9%0.039%
5/7/2025 Valley Wealth Managers Inc.76,920$1.86M0.1%-4.9%0.057%
5/5/2025 Arrow Financial Corp580,936$14.06M1.6%-0.7%0.431%
5/5/2025 Gradient Capital Advisors LLC13,630$330K0.1%+13.2%0.010%
5/2/2025 Mosaic Family Wealth Partners LLC30,399$736K0.1%+34.7%0.023%
5/1/2025 ADG Wealth Management Group LLC10,467$253K0.2%N/A0.008%
4/30/2025 Leavell Investment Management Inc.319,211$7.73M0.4%+10.3%0.237%
4/29/2025 Cloud Capital Management LLC6,333$153K0.1%N/A0.005%
4/29/2025 Bank of New York Mellon Corp31,833$771K0.0%+4.4%0.024%
4/29/2025 Sonata Capital Group Inc.155,301$3.76M1.6%+2.5%0.116%
4/29/2025 Strategic Blueprint LLC22,612$547K0.0%+20.7%0.017%
4/28/2025 Buffington Mohr McNeal571,694$13.84M2.7%-4.2%0.426%
4/25/2025 Spinnaker Trust430,389$10.42M0.7%+28.5%0.321%
4/25/2025 First Fiduciary Investment Counsel Inc.79,470$1.92M0.4%-1.8%0.059%
4/24/2025 J. L. Bainbridge & Co. Inc.9,246$224K0.0%N/A0.007%
4/24/2025 Crescent Grove Advisors LLC76,763$1.86M0.2%-0.6%0.057%
4/24/2025 Klaas Financial Asset Advisors LLC85,646$2.07M0.4%+76.2%0.064%
4/24/2025 Trust Co. of Vermont5,506$133K0.0%N/A0.004%
4/23/2025 Trust Co of Kansas15,808$383K0.2%N/A0.012%
4/22/2025 Cambridge Investment Research Advisors Inc.222,097$5.38M0.0%+28.2%0.166%
4/22/2025 Crews Bank & Trust203,820$4.93M0.8%+11.6%0.152%
4/22/2025 Heartland Bank & Trust Co86,505$2.09M1.1%+28.7%0.065%
4/22/2025 RFP Financial Group LLC31,782$769K0.3%N/A0.024%
4/17/2025 Montecito Bank & Trust52,156$1.26M0.2%+4.7%0.039%
4/17/2025 Janney Montgomery Scott LLC225,981$5.47M0.0%+1.0%0.169%
4/17/2025 Rebalance LLC446,708$10.82M0.8%+36.9%0.333%
4/16/2025 Praetorian Wealth Management Inc.232,174$5.62M1.4%+7.5%0.173%
Trump’s treachery (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
4/15/2025 GAMMA Investing LLC199,650$4.83M0.4%+20.9%0.149%
4/14/2025 Centricity Wealth Management LLC128,319$3.11M2.8%+7.7%0.096%
4/11/2025 Princeton Global Asset Management LLC17,862$432K0.1%+4.2%0.013%
4/9/2025 Planned Solutions Inc.8,295$201K0.1%N/A0.006%
4/9/2025 Lbmc Investment Advisors LLC46,825$1.13M0.1%+65.2%0.035%
4/9/2025 Harbor Investment Advisory LLC66,994$1.62M0.1%+9.5%0.050%
4/8/2025 Parallel Advisors LLC209,689$5.08M0.1%-14.2%0.157%
4/7/2025 GAMMA Investing LLC4,833,527$117.02M0.0%+2,825.9%3.621%
4/3/2025 Adirondack Trust Co.26,084$631K0.2%+8.2%0.020%
2/18/2025 Mosaic Family Wealth Partners LLC22,568$543K0.1%+142.8%0.021%
2/18/2025 JDM Financial Group LLC55,756$1.34M0.7%-30.6%0.051%
2/18/2025 Novem Group499,189$12.02M1.8%N/A0.454%
2/18/2025 10Elms LLP45,569$1.10M1.1%N/A0.041%
2/17/2025 Captrust Financial Advisors886,426$21.34M0.1%+28.1%0.807%
2/17/2025 Cary Street Partners Financial LLC91,598$2.21M0.1%N/A0.083%
2/17/2025 Baird Financial Group Inc.24,771$596K0.0%+6.1%0.023%
2/17/2025 Ameriprise Financial Inc.4,273,707$102.88M0.0%-19.8%3.889%
2/17/2025 Ancora Advisors LLC14,471$348K0.0%+13.7%0.013%
2/14/2025 Arrow Financial Corp585,057$14.08M1.3%+3.9%0.532%
2/14/2025 Kovitz Investment Group Partners LLC153,728$3.70M0.0%-1.8%0.140%
2/14/2025 Integrated Wealth Concepts LLC85,703$2.06M0.0%-2.4%0.078%
2/13/2025 Foster Dykema Cabot & Partners LLC12,800$308K0.0%+412.0%0.012%
2/13/2025 United Capital Financial Advisors LLC197,766$4.76M0.0%+10.4%0.180%
2/13/2025 Hurley Capital LLC46,142$1.11M0.9%N/A0.042%
2/12/2025 CIBC Private Wealth Group LLC9,683$233K0.0%+178.5%0.009%
2/12/2025 Godshalk Welsh Capital Management Inc.46,800$1.13M0.7%+21.1%0.043%
2/12/2025 JPMorgan Chase & Co.262,817$6.33M0.0%+2.4%0.239%
2/11/2025 Sandy Spring Bank237,225$5.71M0.2%-5.9%0.216%
2/10/2025 Parallel Advisors LLC244,322$5.88M0.1%+24.4%0.222%
2/10/2025 Hills Bank & Trust Co8,752$211K0.0%N/A0.008%
2/10/2025 Farther Finance Advisors LLC1,812$44K0.0%-87.6%0.002%
2/7/2025 Rebalance LLC326,322$7.86M0.6%N/A0.297%
2/7/2025 Horan Securities Inc.40,379$972K0.4%-6.8%0.037%
2/7/2025 United Community Bank1,825$44K0.0%-35.4%0.002%
2/6/2025 Jones Financial Companies Lllp24,587$592K0.0%+185.6%0.022%
2/5/2025 Peloton Wealth Strategists279,985$6.74M2.7%+5.5%0.255%
2/4/2025 Exchange Capital Management Inc.8,749$211K0.0%-75.4%0.008%
2/4/2025 Bank of New York Mellon Corp30,485$734K0.0%+19.4%0.028%
2/3/2025 Centricity Wealth Management LLC119,125$2.87M2.7%N/A0.108%
2/3/2025 Lyell Wealth Management LP341,272$8.21M0.7%+4.7%0.311%
1/31/2025 Bank of Jackson Hole Trust1,755$42K0.0%N/A0.002%
1/31/2025 Valley Wealth Managers Inc.80,850$1.95M0.1%-1.1%0.074%
1/30/2025 Spinnaker Trust335,036$8.06M0.5%+29.9%0.305%
1/29/2025 Sonata Capital Group Inc.151,441$3.65M1.5%+11.3%0.138%
1/29/2025 Leavell Investment Management Inc.289,475$6.97M0.3%+79.6%0.263%
1/29/2025 First Fiduciary Investment Counsel Inc.80,955$1.95M0.4%+15.1%0.074%
1/29/2025Silicon Valley Capital Partners19,064$459K0.1%N/A0.017%
1/28/2025 Wilmington Savings Fund Society FSB6,700$161K0.0%N/A0.006%
1/28/2025 Barrett & Company Inc.23,994$578K0.2%+9.5%0.022%
1/24/2025 Princeton Global Asset Management LLC17,141$413K0.1%+64.6%0.016%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
1/23/2025 RVW Wealth LLC959,586$23.10M2.2%+9.0%0.873%
1/23/2025 Crews Bank & Trust182,645$4.40M0.7%N/A0.166%
1/22/2025 Buffington Mohr McNeal596,615$14.36M2.4%+2.1%0.543%
1/22/2025 Heartland Bank & Trust Co67,220$1.62M0.9%+63.5%0.061%
1/22/2025 Klaas Financial Asset Advisors LLC48,610$1.17M0.2%+279.9%0.044%
1/21/2025 Archford Capital Strategies LLC57,028$1.37M0.2%-4.5%0.052%
1/21/2025 Montecito Bank & Trust49,791$1.20M0.2%+11.4%0.045%
1/17/2025 Adirondack Trust Co.24,118$580K0.2%+6.6%0.022%
1/17/2025 Janney Montgomery Scott LLC223,697$5.38M0.0%+4.7%0.204%
1/16/2025 First United Bank & Trust2,008$48K0.0%N/A0.002%
(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, 100 institutional investors and hedge funds held shares of iShares iBonds Dec 2026 Term Corporate ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($51.73M), RVW Wealth LLC ($24.74M), Captrust Financial Advisors ($21.34M), NewEdge Advisors LLC ($16.69M), Confluence Investment Management LLC ($16.17M), Arrow Financial Corp ($14.06M), and Buffington Mohr McNeal ($13.84M).Learn more on IBDR's institutional investors.

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

Of the 93 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: GAMMA Investing LLC ($4.87M), Confluence Investment Management LLC ($920.23K), Novem Group ($499.19K), Rebalance LLC ($446.71K), Spinnaker Trust ($372.52K), Captrust Financial Advisors ($288.07K), and Leavell Investment Management Inc. ($261.46K).

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

Institutional investors have bought a total of 11,026,891 shares in the last 24 months. This purchase volume represents approximately $265.50M in transactions.

Which iShares iBonds Dec 2026 Term Corporate ETF major shareholders have been selling company stock?

Of the 36 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: Ameriprise Financial Inc. ($3.25M), Confluence Investment Management LLC ($256.19K), Janney Montgomery Scott LLC ($94.47K), Buffington Mohr McNeal ($93.92K), Cambridge Investment Research Advisors Inc. ($75.05K), RVW Wealth LLC ($68.76K), and JDM Financial Group LLC ($36.36K).

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

Institutional investors have sold a total of 4,174,074 shares in the last 24 months. This volume of shares sold represents approximately $100.61M in transactions.



This page (NYSEARCA:IBDR) was last updated on 5/23/2025 by MarketBeat.com Staff
From Our Partners