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

iShares iBonds Dec 2026 Term Corporate ETF logo
$24.17 +0.01 (+0.04%)
As of 07/3/2025 05:00 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)
72
Total
Institutional Inflows
(last 12 months)
$211.28M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$89.35M
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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
7/1/2025 Harbor Investment Advisory LLC77,630$1.88M0.2%+15.9%0.057%
5/16/2025Peloton Wealth Strategists297,820$7.21M3.0%+6.4%0.221%
5/16/2025Jones Financial Companies Lllp7,993$202K0.0%-67.5%0.006%
5/16/2025NewEdge Advisors LLC689,450$16.69M0.1%-2.9%0.511%
5/16/2025Integrated Wealth Concepts LLC150,798$3.65M0.0%+76.0%0.112%
5/15/2025OLD Mission Capital LLC51,171$1.24M0.0%N/A0.038%
5/15/2025JDM Financial Group LLC44,032$1.07M0.5%-21.0%0.033%
5/14/2025Ameriprise Financial Inc.2,136,606$51.73M0.0%-50.0%1.584%
5/12/2025Scissortail Wealth Management LLC105,866$2.56M0.7%+22.5%0.078%
5/9/2025Cary Street Partners Financial LLC85,763$2.08M0.1%-6.4%0.064%
5/9/2025Wells Financial Advisors INC3,200$77K0.1%-54.2%0.002%
5/8/2025Bank of Jackson Hole Trust3,042$74K0.0%+73.3%0.002%
5/8/2025Lyell Wealth Management LP364,517$8.83M0.8%+6.8%0.270%
5/8/2025RVW Wealth LLC1,021,682$24.74M2.3%+6.5%0.757%
5/7/2025Hurley Capital LLC53,038$1.28M1.0%+14.9%0.039%
5/7/2025Valley Wealth Managers Inc.76,920$1.86M0.1%-4.9%0.057%
5/5/2025Arrow Financial Corp580,936$14.06M1.6%-0.7%0.431%
5/5/2025Gradient Capital Advisors LLC13,630$330K0.1%+13.2%0.010%
5/2/2025Mosaic Family Wealth Partners LLC30,399$736K0.1%+34.7%0.023%
5/1/2025ADG Wealth Management Group LLC10,467$253K0.2%N/A0.008%
4/30/2025Leavell Investment Management Inc.319,211$7.73M0.4%+10.3%0.237%
4/29/2025Cloud Capital Management LLC6,333$153K0.1%N/A0.005%
4/29/2025Bank of New York Mellon Corp31,833$771K0.0%+4.4%0.024%
4/29/2025Sonata Capital Group Inc.155,301$3.76M1.6%+2.5%0.116%
4/29/2025Strategic Blueprint LLC22,612$547K0.0%+20.7%0.017%
4/28/2025Buffington Mohr McNeal571,694$13.84M2.7%-4.2%0.426%
4/25/2025Spinnaker Trust430,389$10.42M0.7%+28.5%0.321%
4/25/2025First Fiduciary Investment Counsel Inc.79,470$1.92M0.4%-1.8%0.059%
4/24/2025J. L. Bainbridge & Co. Inc.9,246$224K0.0%N/A0.007%
4/24/2025Crescent Grove Advisors LLC76,763$1.86M0.2%-0.6%0.057%
4/24/2025Klaas Financial Asset Advisors LLC85,646$2.07M0.4%+76.2%0.064%
4/24/2025Trust Co. of Vermont5,506$133K0.0%N/A0.004%
4/23/2025Trust Co of Kansas15,808$383K0.2%N/A0.012%
4/22/2025Cambridge Investment Research Advisors Inc.222,097$5.38M0.0%+28.2%0.166%
4/22/2025Crews Bank & Trust203,820$4.93M0.8%+11.6%0.152%
4/22/2025Heartland Bank & Trust Co86,505$2.09M1.1%+28.7%0.065%
4/22/2025RFP Financial Group LLC31,782$769K0.3%N/A0.024%
4/17/2025Montecito Bank & Trust52,156$1.26M0.2%+4.7%0.039%
4/17/2025Janney Montgomery Scott LLC225,981$5.47M0.0%+1.0%0.169%
4/17/2025Rebalance LLC446,708$10.82M0.8%+36.9%0.333%
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4/16/2025Praetorian Wealth Management Inc.232,174$5.62M1.4%+7.5%0.173%
4/15/2025GAMMA Investing LLC199,650$4.83M0.4%+20.9%0.149%
4/14/2025Centricity Wealth Management LLC128,319$3.11M2.8%+7.7%0.096%
4/11/2025Princeton Global Asset Management LLC17,862$432K0.1%+4.2%0.013%
4/9/2025Planned Solutions Inc.8,295$201K0.1%N/A0.006%
4/9/2025Lbmc 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%
4/8/2025Parallel Advisors LLC209,689$5.08M0.1%-14.2%0.157%
4/7/2025GAMMA Investing LLC4,833,527$117.02M0.0%+2,825.9%3.621%
4/3/2025Adirondack 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%
2/18/2025Novem 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%
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%
2/10/2025Parallel Advisors LLC244,322$5.88M0.1%+24.4%0.222%
2/10/2025Hills Bank & Trust Co8,752$211K0.0%N/A0.008%
2/10/2025Farther Finance Advisors LLC1,812$44K0.0%-87.6%0.002%
2/7/2025Rebalance 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%
2/4/2025Exchange Capital Management Inc.8,749$211K0.0%-75.4%0.008%
2/4/2025Bank of New York Mellon Corp30,485$734K0.0%+19.4%0.028%
2/3/2025Centricity 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%
1/30/2025Spinnaker Trust335,036$8.06M0.5%+29.9%0.305%
1/29/2025Sonata Capital Group Inc.151,441$3.65M1.5%+11.3%0.138%
1/29/2025Leavell Investment Management Inc.289,475$6.97M0.3%+79.6%0.263%
1/29/2025First 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%
1/28/2025Barrett & Company Inc.23,994$578K0.2%+9.5%0.022%
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1/24/2025Princeton Global Asset Management LLC17,141$413K0.1%+64.6%0.016%
1/23/2025RVW Wealth LLC959,586$23.10M2.2%+9.0%0.873%
1/23/2025Crews Bank & Trust182,645$4.40M0.7%N/A0.166%
1/22/2025Buffington Mohr McNeal596,615$14.36M2.4%+2.1%0.543%
1/22/2025Heartland Bank & Trust Co67,220$1.62M0.9%+63.5%0.061%
1/22/2025Klaas Financial Asset Advisors LLC48,610$1.17M0.2%+279.9%0.044%
1/21/2025Archford Capital Strategies LLC57,028$1.37M0.2%-4.5%0.052%
1/21/2025Montecito Bank & Trust49,791$1.20M0.2%+11.4%0.045%
1/17/2025Adirondack Trust Co.24,118$580K0.2%+6.6%0.022%
1/17/2025Janney Montgomery Scott LLC223,697$5.38M0.0%+4.7%0.204%
(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 iShares iBonds Dec 2026 Term Corporate ETF's institutional investors.

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

Of the 93 institutional investors that purchased iShares iBonds Dec 2026 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 ($4.87M), 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 8,741,017 shares in the last 24 months. This purchase volume represents approximately $211.28M in transactions.

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

Of the 27 institutional investors that sold iShares iBonds Dec 2026 Term Corporate ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameriprise Financial Inc. ($3.19M), Confluence Investment Management LLC ($248.40K), JDM Financial Group LLC ($36.36K), Parallel Advisors LLC ($34.63K), Buffington Mohr McNeal ($28.32K), Exchange Capital Management Inc. ($26.85K), and Farther Finance Advisors LLC ($24.38K).

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

Institutional investors have sold a total of 3,696,793 shares in the last 24 months. This volume of shares sold represents approximately $89.35M in transactions.


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This page (NYSEARCA:IBDR) was last updated on 7/6/2025 by MarketBeat.com Staff
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