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

iShares iBonds Dec 2026 Term Corporate ETF logo
$24.20 +0.01 (+0.04%)
As of 10:22 AM 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)
77
Total
Institutional Inflows
(last 12 months)
$154.27M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$27.04M
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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
8/12/2026 Heartland Bank & Trust Co911,617$22.05M4.6%N/A0.650%
7/8/2026 Praetorian Wealth Management Inc.209,282$5.07M0.9%-5.0%0.146%
7/8/2026 RVW Wealth LLC1,165,091$28.23M1.9%+2.2%0.813%
7/7/2026 Harbor Investment Advisory LLC104,654$2.54M0.2%+2.8%0.073%
7/7/2026 Brighton Securities CORP.108,413$2.63M1.1%+3.9%0.075%
6/23/2026 Ballast Advisors LLC7,212$175K0.1%N/A0.005%
6/3/2026 Parallel Advisors LLC269,365$6.53M0.1%+7.9%0.179%
5/21/2026JDM Financial Group LLC27,134$658K0.1%-2.8%0.018%
5/18/2026 Reliant Wealth Planning54,694$1.33M0.4%-3.1%0.036%
5/13/2026Godshalk Welsh Capital Management Inc.90,025$2.18M1.3%+6.7%0.060%
5/7/2026 Parallel Advisors LLC269,365$6.53M0.1%+7.9%0.179%
5/7/2026 Valley Wealth Managers Inc.76,792$1.86M0.1%+1.0%0.051%
5/6/2026 Heartland Bank & Trust Co200,103$4.85M1.1%+14.1%0.133%
5/6/2026 Bessemer Group Inc.9,594$233K0.0%N/A0.006%
5/5/2026 Beaumont Financial Advisors LLC49,682$1.20M0.1%N/A0.033%
5/5/2026 Bank of New York Mellon Corp52,392$1.27M0.0%+39.3%0.035%
4/30/2026 Beacon Financial Group74,740$1.81M0.2%-3.3%0.050%
4/30/2026 Mosaic Family Wealth Partners LLC92,509$2.24M0.2%+96.7%0.062%
4/29/2026 Brighton Securities CORP.104,314$2.53M1.2%-4.8%0.070%
4/29/2026 Evergreen Private Wealth LLC148,662$3.60M1.5%+1.5%0.099%
4/28/2026 Bogart Wealth LLC8,022$194K0.0%+50.1%0.005%
4/28/2026 Ascentis Independent Advisors7,800$189K0.0%N/A0.005%
4/24/2026 Harbor Investment Advisory LLC101,802$2.47M0.2%+3.6%0.068%
4/23/2026 Spinnaker Trust574,526$13.93M0.8%+6.4%0.383%
4/22/2026 Princeton Global Asset Management LLC26,004$630K0.1%-3.8%0.017%
4/22/2026 Janney Montgomery Scott LLC227,291$5.51M0.0%-0.4%0.151%
4/21/2026 ADG Wealth Management Group LLC39,742$963K0.7%+19.2%0.026%
4/20/2026 Provenance Wealth Advisors LLC22,722$551K0.1%+4.4%0.015%
4/16/2026 Montecito Bank & Trust77,976$1.89M0.3%+7.9%0.052%
3/12/2026 Farmers National Bank57,183$1.39M0.3%+6.5%0.037%
3/6/2026 Brighton Securities CORP.109,522$2.65M1.3%N/A0.070%
2/18/2026 NewEdge Advisors LLC1,046,723$25.36M0.1%+15.6%0.669%
2/18/2026 Align Financial LLC88,343$2.14M0.0%N/A0.056%
2/18/2026American Trust22,590$547K0.0%+2.9%0.014%
2/17/2026 Advisory Services Network LLC35,485$860K0.0%+9.6%0.023%
2/17/2026Captrust Financial Advisors2,917,315$70.69M0.1%+94.7%1.865%
2/17/2026 Peloton Wealth Strategists301,825$7.31M2.8%-0.8%0.193%
2/17/2026 Hurley Capital LLC52,386$1.27M0.7%-2.8%0.033%
2/16/202610Elms LLP46,299$1.12M1.0%-5.3%0.030%
2/13/2026 Mosaic Family Wealth Partners LLC47,036$1.14M0.1%+27.0%0.030%
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2/13/2026 Integrated Wealth Concepts LLC236,679$5.74M0.1%-0.5%0.151%
2/12/2026 Reliant Wealth Planning56,432$1.37M0.4%+1.8%0.036%
2/12/2026Cloud Capital Management LLC12,660$306K0.1%+77.2%0.008%
2/12/2026Godshalk Welsh Capital Management Inc.84,375$2.04M1.2%+9.4%0.054%
2/12/2026 Lyell Wealth Management LP498,249$12.07M0.9%+14.6%0.318%
2/11/2026Dorsey & Whitney Trust CO LLC22,000$533K0.0%-15.4%0.014%
2/11/2026 Janney Montgomery Scott LLC228,308$5.53M0.0%+1.1%0.146%
2/11/2026 Fortune Financial Group Inc.8,537$212K0.2%N/A0.005%
2/11/2026 Eldridge Investment Advisors Inc.68,564$1.66M0.4%+10.8%0.044%
2/11/2026 JPMorgan Chase & Co.217,067$5.26M0.0%-31.8%0.139%
2/11/2026 Parallel Advisors LLC249,666$6.10M0.1%+2.8%0.160%
2/11/2026 Crescent Grove Advisors LLC49,030$1.19M0.1%-15.8%0.031%
2/10/2026 Sarver Vrooman Wealth Advisors1,854,991$44.95M25.6%+4.9%1.186%
2/10/2026 Spinnaker Trust539,916$13.08M0.7%+11.1%0.345%
2/10/2026 Thoroughbred Financial Services LLC40,637$984K0.1%+30.2%0.026%
2/9/2026 PSI Advisors LLC45,226$1.10M0.3%+90.0%0.029%
2/9/2026 Cary Street Partners Financial LLC85,316$2.07M0.1%+9.2%0.055%
2/9/2026 Wellington Shields & Co. LLC14,420$349K0.1%N/A0.009%
2/6/2026GPS Wealth Strategies Group LLC10,160$246K0.2%N/A0.006%
2/6/2026 Gradient Capital Advisors LLC12,312$298K0.1%-4.2%0.008%
2/6/2026 FourThought Financial Partners LLC42,896$1.04M0.1%+46.4%0.027%
2/5/2026 Arrow Financial Corp577,982$14.01M1.4%+3.4%0.369%
2/5/2026 High Note Wealth LLC19,010$461K0.1%+705.5%0.012%
2/5/2026 Beese Fulmer Investment Management Inc.152,071$3.69M0.2%+3.5%0.097%
2/4/2026 Atlantic Union Bankshares Corp231,436$5.61M0.1%-1.8%0.147%
2/4/2026 Valley Wealth Managers Inc.76,015$1.84M0.1%+1.0%0.048%
2/4/2026 HORAN Wealth LLC34,108$826K0.1%-14.9%0.022%
2/3/2026 BOKF NA2,069$50K0.0%N/A0.001%
2/3/2026 Heartland Bank & Trust Co175,441$4.25M1.8%+8.9%0.112%
2/2/2026JDM Financial Group LLC27,930$677K0.1%-18.9%0.018%
1/30/2026 First Fiduciary Investment Counsel Inc.78,448$1.90M0.4%-0.9%0.050%
1/30/2026 Strategic Blueprint LLC17,122$415K0.0%-29.8%0.011%
1/28/2026 Evergreen Private Wealth LLC146,492$3.55M1.4%+8.2%0.093%
1/28/2026 Migdal Insurance & Financial Holdings Ltd.16,220$393K0.0%N/A0.010%
1/27/2026 Klaas Financial Asset Advisors LLC82,403$2.00M0.3%+10.8%0.052%
1/26/2026 Provenance Wealth Advisors LLC21,768$527K0.1%-33.4%0.014%
1/23/2026 Farther Finance Advisors LLC31,819$771K0.0%+98.5%0.020%
1/23/2026 Curbstone Financial Management Corp21,698$526K0.1%N/A0.014%
1/22/2026 Newman Dignan & Sheerar Inc.12,987$315K0.1%-26.6%0.008%
1/21/2026 Ledyard National Bank10,510$255K0.0%-27.4%0.007%
1/21/2026 Prime Capital Investment Advisors LLC82,937$2.01M0.0%-3.6%0.053%
1/21/2026 Flagship Harbor Advisors LLC5,770$140K0.0%N/A0.004%
1/21/2026 Crews Bank & Trust227,620$5.52M0.8%+1.9%0.145%
1/20/2026 Princeton Global Asset Management LLC27,034$655K0.1%+34.3%0.017%
1/20/2026 Blue Square Asset Management LLC49,351$1.20M0.5%+22.6%0.031%
1/15/2026 ADG Wealth Management Group LLC33,327$808K0.6%+8.8%0.021%
1/15/2026 Rebalance LLC772,737$18.72M1.1%+10.0%0.493%
1/14/2026 Praetorian Wealth Management Inc.249,114$6.04M1.2%+2.9%0.159%
1/12/2026 RVW Wealth LLC1,318,361$31.94M2.4%+16.1%0.845%
1/9/2026 IFS Advisors LLC936,131$22.68M11.8%+100.4%0.602%
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1/9/2026 Montecito Bank & Trust72,241$1.75M0.3%+12.0%0.046%
1/8/2026 Adirondack Trust Co.33,145$803K0.3%+6.4%0.021%
1/7/2026 Harbor Investment Advisory LLC98,236$2.38M0.2%+19.4%0.064%
1/5/2026 Confluence Investment Management LLC243,126$5.89M0.1%N/A0.157%
1/5/2026Horizons Wealth Management11,862$287K0.2%-10.3%0.008%
1/5/2026 Burkett Financial Services LLC2,344$57K0.0%N/A0.002%
1/1/2026 JPMorgan Chase & Co.318,440$7.74M0.0%-7.9%0.223%
12/15/2025 Farmers National Bank53,714$1.31M0.3%+0.9%0.038%
11/19/2025Sunbelt Securities Inc.13,642$332K0.0%+3.8%0.010%
11/19/2025Captrust Financial Advisors1,498,487$36.41M0.1%+6.5%1.048%


IBDR Institutional Ownership - Frequently Asked Questions

During the previous two years, 121 institutional investors and hedge funds held shares of iShares iBonds Dec 2026 Term Corporate ETF. The most heavily invested institutionals were Captrust Financial Advisors ($70.69M), Sarver Vrooman Wealth Advisors ($44.95M), Ameriprise Financial Inc. ($35.40M), RVW Wealth LLC ($28.23M), NewEdge Advisors LLC ($25.36M), IFS Advisors LLC ($22.68M), and Heartland Bank & Trust Co ($22.05M).Learn more on iShares iBonds Dec 2026 Term Corporate ETF's institutional investors.

Of the 113 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 ($4.83M), Captrust Financial Advisors ($2.03M), Heartland Bank & Trust Co ($1.09M), IFS Advisors LLC ($936.13K), Rebalance LLC ($772.74K), Novem Group ($499.19K), and RVW Wealth LLC ($462.48K).

Institutional investors have bought a total of 6,361,981 shares in the last 24 months. This purchase volume represents approximately $154.27M in transactions.

Of the 34 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. ($763.90K), JPMorgan Chase & Co. ($156.02K), GAMMA Investing LLC ($44.42K), Atlantic Union Bankshares Corp ($18.24K), Arrow Financial Corp ($14.23K), Praetorian Wealth Management Inc. ($11.11K), and Provenance Wealth Advisors LLC ($10.92K).

Institutional investors have sold a total of 1,114,894 shares in the last 24 months. This volume of shares sold represents approximately $27.04M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:IBDR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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