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

iShares iBonds Dec 2026 Term Corporate ETF logo
$24.18 0.00 (0.00%)
As of 07/2/2026 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)
86
Total
Institutional Inflows
(last 12 months)
$151.56M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$33.07M
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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
6/23/2026Ballast Advisors LLC7,212$175K0.1%N/A0.005%
6/3/2026Parallel Advisors LLC269,365$6.53M0.1%+7.9%0.179%
5/21/2026JDM Financial Group LLC27,134$658K0.1%-2.8%0.018%
5/18/2026Reliant 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%
5/7/2026Parallel Advisors LLC269,365$6.53M0.1%+7.9%0.179%
5/7/2026Valley Wealth Managers Inc.76,792$1.86M0.1%+1.0%0.051%
5/6/2026Heartland Bank & Trust Co200,103$4.85M1.1%+14.1%0.133%
5/6/2026Bessemer Group Inc.9,594$233K0.0%N/A0.006%
5/5/2026Beaumont Financial Advisors LLC49,682$1.20M0.1%N/A0.033%
5/5/2026Bank of New York Mellon Corp52,392$1.27M0.0%+39.3%0.035%
4/30/2026Beacon Financial Group74,740$1.81M0.2%-3.3%0.050%
4/30/2026Mosaic Family Wealth Partners LLC92,509$2.24M0.2%+96.7%0.062%
4/29/2026Brighton Securities CORP.104,314$2.53M1.2%-4.8%0.070%
4/29/2026Evergreen Private Wealth LLC148,662$3.60M1.5%+1.5%0.099%
4/28/2026Bogart Wealth LLC8,022$194K0.0%+50.1%0.005%
4/28/2026Ascentis Independent Advisors7,800$189K0.0%N/A0.005%
4/24/2026Harbor Investment Advisory LLC101,802$2.47M0.2%+3.6%0.068%
4/23/2026Spinnaker Trust574,526$13.93M0.8%+6.4%0.383%
4/22/2026Princeton Global Asset Management LLC26,004$630K0.1%-3.8%0.017%
4/22/2026Janney Montgomery Scott LLC227,291$5.51M0.0%-0.4%0.151%
4/21/2026ADG Wealth Management Group LLC39,742$963K0.7%+19.2%0.026%
4/20/2026Provenance Wealth Advisors LLC22,722$551K0.1%+4.4%0.015%
4/16/2026Montecito Bank & Trust77,976$1.89M0.3%+7.9%0.052%
3/12/2026Farmers National Bank57,183$1.39M0.3%+6.5%0.037%
3/6/2026Brighton Securities CORP.109,522$2.65M1.3%N/A0.070%
2/18/2026NewEdge Advisors LLC1,046,723$25.36M0.1%+15.6%0.669%
2/18/2026Align Financial LLC88,343$2.14M0.0%N/A0.056%
2/18/2026American Trust22,590$547K0.0%+2.9%0.014%
2/17/2026Advisory Services Network LLC35,485$860K0.0%+9.6%0.023%
2/17/2026Captrust Financial Advisors2,917,315$70.69M0.1%+94.7%1.865%
2/17/2026Peloton Wealth Strategists301,825$7.31M2.8%-0.8%0.193%
2/17/2026Hurley Capital LLC52,386$1.27M0.7%-2.8%0.033%
2/16/202610Elms LLP46,299$1.12M1.0%-5.3%0.030%
2/13/2026Mosaic Family Wealth Partners LLC47,036$1.14M0.1%+27.0%0.030%
2/13/2026Integrated Wealth Concepts LLC236,679$5.74M0.1%-0.5%0.151%
2/12/2026Reliant 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%
2/12/2026Lyell Wealth Management LP498,249$12.07M0.9%+14.6%0.318%
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2/11/2026Dorsey & Whitney Trust CO LLC22,000$533K0.0%-15.4%0.014%
2/11/2026Janney Montgomery Scott LLC228,308$5.53M0.0%+1.1%0.146%
2/11/2026Fortune Financial Group Inc.8,537$212K0.2%N/A0.005%
2/11/2026Eldridge Investment Advisors Inc.68,564$1.66M0.4%+10.8%0.044%
2/11/2026JPMorgan Chase & Co.217,067$5.26M0.0%-31.8%0.139%
2/11/2026Parallel Advisors LLC249,666$6.10M0.1%+2.8%0.160%
2/11/2026Crescent 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%
2/10/2026Spinnaker Trust539,916$13.08M0.7%+11.1%0.345%
2/10/2026Thoroughbred Financial Services LLC40,637$984K0.1%+30.2%0.026%
2/9/2026PSI Advisors LLC45,226$1.10M0.3%+90.0%0.029%
2/9/2026Cary Street Partners Financial LLC85,316$2.07M0.1%+9.2%0.055%
2/9/2026Wellington Shields & Co. LLC14,420$349K0.1%N/A0.009%
2/6/2026GPS Wealth Strategies Group LLC10,160$246K0.2%N/A0.006%
2/6/2026Gradient Capital Advisors LLC12,312$298K0.1%-4.2%0.008%
2/6/2026FourThought Financial Partners LLC42,896$1.04M0.1%+46.4%0.027%
2/5/2026Arrow Financial Corp577,982$14.01M1.4%+3.4%0.369%
2/5/2026High Note Wealth LLC19,010$461K0.1%+705.5%0.012%
2/5/2026Beese Fulmer Investment Management Inc.152,071$3.69M0.2%+3.5%0.097%
2/4/2026Atlantic Union Bankshares Corp231,436$5.61M0.1%-1.8%0.147%
2/4/2026Valley Wealth Managers Inc.76,015$1.84M0.1%+1.0%0.048%
2/4/2026HORAN Wealth LLC34,108$826K0.1%-14.9%0.022%
2/3/2026BOKF NA2,069$50K0.0%N/A0.001%
2/3/2026Heartland Bank & Trust Co175,441$4.25M1.8%+8.9%0.112%
2/2/2026JDM Financial Group LLC27,930$677K0.1%-18.9%0.018%
1/30/2026First Fiduciary Investment Counsel Inc.78,448$1.90M0.4%-0.9%0.050%
1/30/2026Strategic Blueprint LLC17,122$415K0.0%-29.8%0.011%
1/28/2026Evergreen Private Wealth LLC146,492$3.55M1.4%+8.2%0.093%
1/28/2026Migdal Insurance & Financial Holdings Ltd.16,220$393K0.0%N/A0.010%
1/27/2026Klaas Financial Asset Advisors LLC82,403$2.00M0.3%+10.8%0.052%
1/26/2026Provenance Wealth Advisors LLC21,768$527K0.1%-33.4%0.014%
1/23/2026Farther Finance Advisors LLC31,819$771K0.0%+98.5%0.020%
1/23/2026Curbstone Financial Management Corp21,698$526K0.1%N/A0.014%
1/22/2026Newman Dignan & Sheerar Inc.12,987$315K0.1%-26.6%0.008%
1/21/2026Ledyard National Bank10,510$255K0.0%-27.4%0.007%
1/21/2026Prime Capital Investment Advisors LLC82,937$2.01M0.0%-3.6%0.053%
1/21/2026Flagship Harbor Advisors LLC5,770$140K0.0%N/A0.004%
1/21/2026Crews Bank & Trust227,620$5.52M0.8%+1.9%0.145%
1/20/2026Princeton Global Asset Management LLC27,034$655K0.1%+34.3%0.017%
1/20/2026Blue Square Asset Management LLC49,351$1.20M0.5%+22.6%0.031%
1/15/2026ADG Wealth Management Group LLC33,327$808K0.6%+8.8%0.021%
1/15/2026Rebalance LLC772,737$18.72M1.1%+10.0%0.493%
1/14/2026Praetorian Wealth Management Inc.249,114$6.04M1.2%+2.9%0.159%
1/12/2026RVW Wealth LLC1,318,361$31.94M2.4%+16.1%0.845%
1/9/2026IFS Advisors LLC936,131$22.68M11.8%+100.4%0.602%
1/9/2026Montecito Bank & Trust72,241$1.75M0.3%+12.0%0.046%
1/8/2026Adirondack Trust Co.33,145$803K0.3%+6.4%0.021%
1/7/2026Harbor 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%
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1/5/2026 Burkett Financial Services LLC2,344$57K0.0%N/A0.002%
1/1/2026JPMorgan Chase & Co.318,440$7.74M0.0%-7.9%0.223%
12/15/2025Farmers 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%
11/18/2025Reliant Wealth Planning55,433$1.35M0.4%+11.9%0.039%
11/17/2025Peloton Wealth Strategists304,120$7.39M2.9%+1.3%0.213%
11/17/2025NewEdge Advisors LLC905,180$22.00M0.1%+19.9%0.633%
11/17/2025American Trust21,962$534K0.0%N/A0.015%
11/17/2025United Capital Financial Advisors LLC256,415$6.23M0.0%+15.5%0.179%


IBDR Institutional Ownership - Frequently Asked Questions

During the previous two years, 123 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 ($31.94M), NewEdge Advisors LLC ($25.36M), IFS Advisors LLC ($22.68M), and Rebalance LLC ($18.72M).Learn more on iShares iBonds Dec 2026 Term Corporate ETF's institutional investors.

Of the 115 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), IFS Advisors LLC ($936.13K), Rebalance LLC ($772.74K), Novem Group ($499.19K), RVW Wealth LLC ($498.83K), and Spinnaker Trust ($374.93K).

Institutional investors have bought a total of 6,249,286 shares in the last 24 months. This purchase volume represents approximately $151.56M in transactions.

Of the 37 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), GAMMA Investing LLC ($194.79K), JPMorgan Chase & Co. ($156.02K), Prime Capital Investment Advisors LLC ($55.61K), Crescent Grove Advisors LLC ($25.17K), Atlantic Union Bankshares Corp ($18.24K), and JDM Financial Group LLC ($16.90K).

Institutional investors have sold a total of 1,363,542 shares in the last 24 months. This volume of shares sold represents approximately $33.07M in transactions.


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This page (NYSEARCA:IBDR) was last updated on 7/5/2026 by MarketBeat.com Staff.
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