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

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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)
53
Total
Institutional Inflows
(last 12 months)
$59.92M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$11.51M
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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
4/25/2024Klaas Financial Asset Advisors LLC11,557$276K0.1%+15.2%0.011%
4/25/2024 Cambridge Investment Research Advisors Inc.85,422$2.04M0.0%+15.5%0.079%
4/24/2024 Leavell Investment Management Inc.129,007$3.08M0.2%+8.3%0.119%
4/24/2024 Archford Capital Strategies LLC59,390$1.42M0.2%-1.1%0.055%
4/24/2024 First Fiduciary Investment Counsel Inc.74,805$1.78M0.4%+6.1%0.069%
4/18/2024 Buffington Mohr McNeal569,706$13.59M2.5%+4.8%0.795%
4/18/2024 Exchange Capital Management Inc.35,878$856K0.1%+31.1%0.050%
4/17/2024 Gradient Capital Advisors LLC9,608$229K0.1%+12.3%0.013%
4/16/2024 Pinnacle Bancorp Inc.3,425$82K0.0%-75.9%0.005%
4/12/2024 Harbor Investment Advisory LLC30,504$728K0.1%+46.4%0.043%
4/10/2024 Praetorian Wealth Management Inc.197,666$4.71M1.3%+3.5%0.276%
4/9/2024 Montecito Bank & Trust16,751$400K0.1%N/A0.023%
4/9/2024 Adirondack Trust Co.11,892$283K0.1%+135.1%0.017%
4/8/2024 RVW Wealth LLC736,759$17.57M1.8%-1.9%1.028%
4/5/2024 GAMMA Investing LLC22,390$534K0.1%N/A0.031%
4/3/2024 Timber Creek Capital Management LLC35,081$837K0.3%+3.0%0.049%
4/1/2024 Confluence Investment Management LLC845,491$20.17M0.3%N/A1.180%
3/29/2024 Adirondack Trust Co.5,058$120K0.1%N/A0.007%
2/16/2024Peloton Wealth Strategists251,805$6.02M2.6%+2.0%0.351%
2/12/2024Arrow Financial Corp522,913$12.50M1.3%+7.5%0.730%
2/12/2024Parallel Advisors LLC79,743$1.91M0.1%+405.0%0.111%
2/12/2024Godshalk Welsh Capital Management Inc.14,500$347K0.2%N/A0.020%
2/9/2024 Cambridge Investment Research Advisors Inc.73,959$1.77M0.0%-17.1%0.103%
2/9/2024InterOcean Capital Group LLC149,924$3.58M0.1%-12.5%0.209%
2/8/2024Janney Montgomery Scott LLC211,505$5.06M0.0%-0.6%0.295%
2/7/2024Horan Securities Inc.35,375$845K0.4%+2.0%0.049%
2/7/2024Valley Wealth Managers Inc.80,491$1.92M0.2%+0.8%0.112%
2/7/2024Cary Street Partners Investment Advisory LLC138,058$3.30M0.2%-16.2%0.193%
2/7/2024Sonata Capital Group Inc.99,210$2.37M1.2%N/A0.138%
2/7/2024Bogart Wealth LLC4,943$118K0.0%+86.0%0.007%
2/6/2024First Horizon Advisors Inc.2,960$71K0.0%N/A0.004%
2/5/2024Cary Street Partners Asset Management LLC75,875$1.81M0.3%-16.6%0.106%
2/2/2024Spinnaker Trust141,726$3.39M0.2%+160.1%0.198%
2/2/2024 First Fiduciary Investment Counsel Inc.70,510$1.69M0.4%+10.3%0.098%
2/2/2024Gould Asset Management LLC CA25,650$613K0.2%N/A0.036%
2/2/2024Lyell Wealth Management LP252,273$6.03M0.7%+13.6%0.352%
2/1/2024 PSI Advisors LLC15,610$373K0.1%+160.2%0.022%
2/1/2024 Gradient Capital Advisors LLC8,558$205K0.1%N/A0.012%
1/30/2024Scissortail Wealth Management LLC81,386$1.95M0.6%+19.2%0.114%
1/30/2024 Buffington Mohr McNeal543,756$13.00M2.6%-3.6%0.759%
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1/30/2024Crescent Grove Advisors LLC56,382$1.35M0.1%+227.3%0.079%
1/26/2024Sandy Spring Bank227,690$5.44M0.3%-0.9%0.318%
1/26/2024 Harbor Investment Advisory LLC20,832$498K0.1%+17.8%0.029%
1/24/2024Prime Capital Investment Advisors LLC60,507$1.45M0.0%+67.4%0.084%
1/23/2024 Leavell Investment Management Inc.119,169$2.85M0.2%+32.5%0.166%
1/23/2024Householder Group Estate & Retirement Specialist LLC9,536$227K0.1%-9.5%0.013%
1/22/2024Princeton Global Asset Management LLC2,406$58K0.0%N/A0.003%
1/12/2024 Archford Capital Strategies LLC60,041$1.44M0.3%-21.5%0.084%
1/11/2024 Praetorian Wealth Management Inc.191,055$4.57M1.3%+1.7%0.267%
1/11/2024 Timber Creek Capital Management LLC34,051$814K0.3%+8.6%0.048%
1/8/2024 RVW Wealth LLC750,808$17.94M2.0%-5.9%1.048%
1/8/2024 Horizons Wealth Management14,666$351K0.2%+12.1%0.020%
11/15/2023Integrated Wealth Concepts LLC95,840$2.24M0.0%+1.3%0.134%
11/15/2023Ameriprise Financial Inc.1,740,702$40.63M0.0%-3.3%2.429%
11/14/2023Peloton Wealth Strategists246,790$5.76M2.7%+5.4%0.344%
11/13/2023Cary Street Partners Investment Advisory LLC164,766$3.85M0.2%+186.4%0.230%
11/9/2023Valley Wealth Managers Inc.79,835$1.86M0.2%-4.9%0.111%
11/9/2023Prime Capital Investment Advisors LLC36,145$843K0.0%+168.1%0.050%
11/8/2023Janney Montgomery Scott LLC212,715$4.96M0.0%-4.4%0.297%
11/8/2023Spinnaker Trust54,481$1.27M0.1%N/A0.076%
11/8/2023Sutton Wealth Advisors Inc.2,170$51K0.0%N/A0.003%
11/7/2023 First Fiduciary Investment Counsel Inc.63,925$1.49M0.4%+1.0%0.089%
11/1/2023 Roble Belko & Company Inc13,937$325K0.1%+37.9%0.019%
11/1/2023Horan Securities Inc.34,683$809K0.4%+19.7%0.048%
11/1/2023Dearborn Partners LLC20,445$477K0.0%N/A0.029%
10/31/2023Lyell Wealth Management LP222,011$5.18M0.7%+13.4%0.310%
10/30/2023Bogart Wealth LLC2,657$62K0.0%N/A0.004%
10/30/2023Sandy Spring Bank229,660$5.36M0.3%+1.9%0.321%
10/27/2023 Archford Capital Strategies LLC76,440$1.78M0.3%+11.7%0.107%
10/25/2023Crescent Grove Advisors LLC17,224$402K0.1%N/A0.024%
10/25/2023 Farmers & Merchants Investments Inc.1,154$27K0.0%N/A0.002%
10/25/2023 Buffington Mohr McNeal563,804$13.16M3.0%-7.5%0.787%
10/24/2023Bank of New York Mellon Corp194,881$4.55M0.0%+79.1%0.272%
10/24/2023 Cambridge Investment Research Advisors Inc.89,214$2.08M0.0%-40.1%0.125%
10/23/2023Scissortail Wealth Management LLC68,291$1.59M1.2%N/A0.095%
10/18/2023 Timber Creek Capital Management LLC31,365$732K0.3%-3.4%0.044%
10/17/2023 Riverview Trust Co5,627$131K0.1%N/A0.008%
10/17/2023Avior Wealth Management LLC11,399$266K0.0%N/A0.016%
10/16/2023 Leavell Investment Management Inc.89,932$2.10M0.1%+13.2%0.126%
10/13/2023 PSI Advisors LLC6,000$140K0.1%+215.8%0.008%
10/12/2023 RVW Wealth LLC798,087$18.62M2.2%-0.9%1.114%
10/11/2023 Praetorian Wealth Management Inc.187,831$4.38M1.4%+3.7%0.262%
10/10/2023Householder Group Estate & Retirement Specialist LLC10,541$246K0.1%N/A0.015%
10/10/2023 Bank of New Hampshire9,755$228K0.1%+11.4%0.014%
10/10/2023 Confluence Investment Management LLC881,166$20.56M0.3%-0.9%1.230%
8/22/2023 Asset Dedication LLC37,629$881K0.1%-9.6%0.053%
8/10/2023Peloton Wealth Strategists234,245$5.50M2.4%+2.9%0.333%
8/10/2023Cary Street Partners Asset Management LLC76,187$1.79M0.3%+18.7%0.108%
8/10/2023Cary Street Partners Investment Advisory LLC57,525$1.35M0.1%+7.7%0.082%
8/9/2023Arrow Financial Corp356,332$8.36M1.0%+2.6%0.507%
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8/7/2023Wells Financial Advisors INC9,160$215K0.2%-8.0%0.013%
8/4/2023Sandy Spring Bank225,291$5.29M0.3%+3.3%0.320%
8/4/2023Lyell Wealth Management LP195,772$4.60M0.6%+20.1%0.278%
8/3/2023Bank of New York Mellon Corp108,810$2.55M0.0%+7.1%0.155%
8/2/2023 Archford Capital Strategies LLC68,454$1.61M0.3%+17.4%0.097%
7/28/2023 Bank of New Hampshire8,755$205K0.1%+29.6%0.012%
7/28/2023Hallmark Capital Management Inc.83,965$1.97M0.2%+2.1%0.119%
7/27/2023Horan Securities Inc.28,963$680K0.3%+3.7%0.041%
7/26/2023Janney Montgomery Scott LLC222,494$5.22M0.0%-27.3%0.316%
7/25/2023 Buffington Mohr McNeal609,348$14.30M3.1%+3.8%0.866%
(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, 78 institutional investors and hedge funds held shares of iShares iBonds Dec 2026 Term Corporate ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($40.63M), Miracle Mile Advisors LLC ($21.97M), Confluence Investment Management LLC ($20.17M), CORDA Investment Management LLC. ($17.90M), US Bancorp DE ($17.79M), RVW Wealth LLC ($17.57M), and Buffington Mohr McNeal ($13.59M).Learn more on IBDR's institutional investors.

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

Of the 74 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: Miracle Mile Advisors LLC ($940.94K), Confluence Investment Management LLC ($888.53K), CORDA Investment Management LLC. ($774.89K), Buffington Mohr McNeal ($635.30K), RVW Wealth LLC ($474.38K), Arrow Financial Corp ($385.86K), and Windsor Capital Management LLC ($334.52K).

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

Institutional investors have bought a total of 7,612,135 shares in the last 24 months. This purchase volume represents approximately $179.07M in transactions.

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

Of the 30 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: Capital Investment Advisors LLC ($764.94K), RVW Wealth LLC ($475.61K), Janney Montgomery Scott LLC ($240.38K), Cambridge Investment Research Advisors Inc. ($75.05K), Buffington Mohr McNeal ($65.59K), Captrust Financial Advisors ($61.60K), and Ameriprise Financial Inc. ($59.25K).

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

Institutional investors have sold a total of 2,069,952 shares in the last 24 months. This volume of shares sold represents approximately $49.07M in transactions.


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This page (NYSEARCA:IBDR) was last updated on 4/25/2024 by MarketBeat.com Staff

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