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

iShares iBonds Dec 2026 Term Corporate ETF logo
$24.12 0.00 (0.00%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR)

Number of
Institutional Buyers
(last 12 months)
74
Total
Institutional Inflows
(last 12 months)
$208.58M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$36.01M
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IBDR Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Mosaic 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%
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%
2/18/2025Mosaic Family Wealth Partners LLC22,568$543K0.1%+142.8%0.021%
2/18/2025JDM Financial Group LLC55,756$1.34M0.7%-30.6%0.051%
2/18/2025 Novem Group499,189$12.02M1.8%N/A0.454%
2/18/202510Elms LLP45,569$1.10M1.1%N/A0.041%
2/17/2025Captrust Financial Advisors886,426$21.34M0.1%+28.1%0.807%
2/17/2025Cary Street Partners Financial LLC91,598$2.21M0.1%N/A0.083%
2/17/2025Baird Financial Group Inc.24,771$596K0.0%+6.1%0.023%
2/17/2025Ameriprise Financial Inc.4,273,707$102.88M0.0%-19.8%3.889%
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2/17/2025Ancora Advisors LLC14,471$348K0.0%+13.7%0.013%
2/14/2025Arrow Financial Corp585,057$14.08M1.3%+3.9%0.532%
2/14/2025Kovitz Investment Group Partners LLC153,728$3.70M0.0%-1.8%0.140%
2/14/2025Integrated Wealth Concepts LLC85,703$2.06M0.0%-2.4%0.078%
2/13/2025Foster Dykema Cabot & Partners LLC12,800$308K0.0%+412.0%0.012%
2/13/2025United Capital Financial Advisors LLC197,766$4.76M0.0%+10.4%0.180%
2/13/2025Hurley Capital LLC46,142$1.11M0.9%N/A0.042%
2/12/2025CIBC Private Wealth Group LLC9,683$233K0.0%+178.5%0.009%
2/12/2025Godshalk Welsh Capital Management Inc.46,800$1.13M0.7%+21.1%0.043%
2/12/2025JPMorgan Chase & Co.262,817$6.33M0.0%+2.4%0.239%
2/11/2025Sandy 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%
2/7/2025Horan Securities Inc.40,379$972K0.4%-6.8%0.037%
2/7/2025United Community Bank1,825$44K0.0%-35.4%0.002%
2/6/2025Jones Financial Companies Lllp24,587$592K0.0%+185.6%0.022%
2/5/2025Peloton 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%
2/3/2025Lyell Wealth Management LP341,272$8.21M0.7%+4.7%0.311%
1/31/2025Bank of Jackson Hole Trust1,755$42K0.0%N/A0.002%
1/31/2025Valley 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%
1/28/2025Wilmington 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%
1/23/2025RVW 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%
1/16/2025 Harbor Investment Advisory LLC61,165$1.47M0.1%+21.4%0.056%
1/16/2025 Lbmc Investment Advisors LLC28,350$682K0.1%N/A0.026%
1/14/2025 Pinnacle Bancorp Inc.4,844$117K0.0%+41.4%0.004%
1/14/2025Roble Belko & Company Inc22,769$548K0.1%+52.7%0.021%
1/10/2025 Praetorian Wealth Management Inc.216,002$5.20M1.3%+3.3%0.197%
1/7/2025 Horizons Wealth Management12,719$306K0.2%-7.3%0.012%
1/3/2025 GAMMA Investing LLC165,200$3.98M0.3%+56.4%0.150%
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1/2/2025 Confluence Investment Management LLC671,822$16.17M0.2%+1.6%0.611%
12/26/2024JPMorgan Chase & Co.256,718$6.24M0.0%-4.2%0.234%
11/18/2024JDM Financial Group LLC80,387$1.95M1.1%N/A0.073%
11/15/2024Peloton Wealth Strategists265,485$6.45M2.6%-0.4%0.242%
11/15/2024Kovitz Investment Group Partners LLC156,621$3.47M0.0%+1,358.0%0.143%
11/15/2024Integrated Wealth Concepts LLC87,776$2.13M0.0%+17.6%0.080%
11/14/2024Captrust Financial Advisors692,020$16.82M0.0%+15.7%0.630%
11/6/2024 Coastline Trust Co4,892$119K0.0%N/A0.004%
11/5/2024Prime Capital Investment Advisors LLC71,390$1.74M0.0%+14.3%0.065%
11/4/2024Arrow Financial Corp563,133$13.68M1.3%+1.7%0.512%
(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, 101 institutional investors and hedge funds held shares of iShares iBonds Dec 2026 Term Corporate ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($102.88M), RVW Wealth LLC ($23.10M), Captrust Financial Advisors ($21.34M), US Bancorp DE ($17.79M), Confluence Investment Management LLC ($16.17M), Arrow Financial Corp ($14.08M), 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 95 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 11,053,562 shares in the last 24 months. This purchase volume represents approximately $266.01M in transactions.

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

Of the 32 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. ($1.11M), 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 Parallel Advisors LLC ($34.63K).

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

Institutional investors have sold a total of 1,981,429 shares in the last 24 months. This volume of shares sold represents approximately $47.52M in transactions.


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This page (NYSEARCA:IBDR) was last updated on 5/2/2025 by MarketBeat.com Staff
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