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iShares iBonds Dec 2027 Term Corporate ETF (IBDS) Institutional Ownership

iShares iBonds Dec 2027 Term Corporate ETF logo
$24.14 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS)

Number of
Institutional Buyers
(last 12 months)
80
Total
Institutional Inflows
(last 12 months)
$106.72M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$9.89M
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IBDS Institutional Buying and Selling by Quarter

iShares iBonds Dec 2027 Term Corporate ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026Parallel Advisors LLC283,652$6.88M0.1%+8.7%0.181%
5/19/2026Front Row Advisors LLC5,850$142K0.0%+39.3%0.004%
5/19/2026Arkadios Wealth Advisors31,214$757K0.0%N/A0.020%
5/18/2026Reliant Wealth Planning56,564$1.37M0.4%+0.8%0.036%
5/13/2026Godshalk Welsh Capital Management Inc.125,335$3.04M1.8%+12.3%0.080%
5/7/2026Parallel Advisors LLC283,652$6.88M0.1%+8.7%0.181%
5/7/2026Valley Wealth Managers Inc.71,499$1.73M0.1%+1.1%0.046%
5/6/2026MTM Investment Management LLC114,766$2.78M0.9%+9.9%0.073%
5/6/2026Heartland Bank & Trust Co207,912$5.04M1.1%+5.7%0.133%
5/6/2026Bessemer Group Inc.9,667$234K0.0%N/A0.006%
5/5/2026Beaumont Financial Advisors LLC49,557$1.20M0.1%N/A0.032%
5/5/2026Bank of New York Mellon Corp54,274$1.32M0.0%+37.2%0.035%
4/30/2026Beacon Financial Group76,871$1.86M0.2%-1.2%0.049%
4/30/2026Mosaic Family Wealth Partners LLC48,515$1.18M0.1%+116.8%0.031%
4/29/2026Evergreen Private Wealth LLC148,278$3.59M1.5%+1.3%0.095%
4/28/2026Bogart Wealth LLC8,285$201K0.0%+47.6%0.005%
4/28/2026Ascentis Independent Advisors3,500$85K0.0%N/A0.002%
4/24/2026Harbor Investment Advisory LLC121,828$2.95M0.2%+17.8%0.079%
4/23/2026Spinnaker Trust680,902$16.51M0.9%+16.0%0.439%
4/22/2026Princeton Global Asset Management LLC61,533$1.49M0.2%+6.4%0.040%
4/22/2026Janney Montgomery Scott LLC222,541$5.39M0.0%+0.2%0.143%
4/22/2026J. L. Bainbridge & Co. Inc.13,330$323K0.0%+44.8%0.009%
4/21/2026ADG Wealth Management Group LLC29,322$711K0.5%+23.6%0.019%
4/20/2026Provenance Wealth Advisors LLC22,027$534K0.1%-8.6%0.014%
4/17/2026Roble Belko & Company Inc83,371$2.02M0.3%+297.0%0.053%
4/16/2026Montecito Bank & Trust72,703$1.76M0.3%+8.6%0.047%
3/12/2026Farmers National Bank46,997$1.14M0.3%+1.2%0.031%
2/19/2026Birchwood Financial Partners Inc.2,075$50K0.0%N/A0.001%
2/18/2026NewEdge Advisors LLC723,911$17.58M0.1%+14.1%0.482%
2/18/2026Align Financial LLC103,597$2.52M0.0%N/A0.069%
2/18/2026American Trust22,553$548K0.0%+2.7%0.015%
2/17/2026Advisory Services Network LLC34,986$849K0.0%+1.3%0.023%
2/17/2026Captrust Financial Advisors1,360,874$33.04M0.1%+51.0%0.905%
2/17/2026Peloton Wealth Strategists350,425$8.51M3.3%+3.3%0.233%
2/13/2026Mosaic Family Wealth Partners LLC22,382$543K0.1%+48.0%0.015%
2/13/2026Integrated Wealth Concepts LLC201,726$4.90M0.1%-8.3%0.134%
2/12/2026Reliant Wealth Planning56,112$1.36M0.4%-2.3%0.037%
2/12/2026Godshalk Welsh Capital Management Inc.111,625$2.71M1.6%+9.7%0.074%
2/12/2026Lyell Wealth Management LP521,963$12.67M0.9%+17.5%0.347%
2/11/2026Janney Montgomery Scott LLC222,065$5.39M0.0%+1.4%0.148%
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2/11/2026Parallel Advisors LLC261,023$6.38M0.1%+3.6%0.174%
2/10/2026 Sarver Vrooman Wealth Advisors11,324$275K0.2%+16.6%0.008%
2/10/2026Spinnaker Trust586,946$14.25M0.8%+12.2%0.391%
2/10/2026Thoroughbred Financial Services LLC27,882$676K0.0%+15.3%0.019%
2/9/2026MTM Investment Management LLC104,388$2.54M0.8%+54.9%0.069%
2/9/2026Cary Street Partners Financial LLC106,713$2.59M0.1%+100.3%0.071%
2/6/2026FourThought Financial Partners LLC48,078$1.17M0.1%+40.9%0.032%
2/5/2026Arrow Financial Corp576,590$14M1.4%+3.5%0.384%
2/5/2026High Note Wealth LLC17,331$421K0.1%+1,373.7%0.012%
2/5/2026Beese Fulmer Investment Management Inc.149,806$3.64M0.2%+5.1%0.100%
2/4/2026Atlantic Union Bankshares Corp264,283$6.42M0.1%+7.2%0.176%
2/4/2026Valley Wealth Managers Inc.70,704$1.72M0.1%+0.9%0.047%
2/4/2026HORAN Wealth LLC34,156$829K0.1%-14.9%0.023%
2/3/2026BOKF NA5,207$126K0.0%N/A0.003%
2/3/2026Heartland Bank & Trust Co196,693$4.78M2.0%+5.5%0.131%
1/30/2026First Fiduciary Investment Counsel Inc.77,580$1.88M0.4%+10.3%0.052%
1/28/2026Evergreen Private Wealth LLC146,397$3.56M1.4%+7.9%0.097%
1/28/2026Migdal Insurance & Financial Holdings Ltd.39,273$954K0.0%+12.0%0.026%
1/27/2026Klaas Financial Asset Advisors LLC75,039$1.82M0.3%+559.5%0.050%
1/26/2026Provenance Wealth Advisors LLC24,087$585K0.1%-26.9%0.016%
1/23/2026Farther Finance Advisors LLC30,190$733K0.0%+90.1%0.020%
1/21/2026Prime Capital Investment Advisors LLC71,860$1.75M0.0%+21.0%0.048%
1/21/2026Flagship Harbor Advisors LLC5,375$131K0.0%N/A0.004%
1/21/2026Crews Bank & Trust212,840$5.17M0.7%+7.9%0.142%
1/20/2026Princeton Global Asset Management LLC57,807$1.40M0.2%+17.5%0.039%
1/20/2026Blue Square Asset Management LLC50,419$1.22M0.5%+21.8%0.034%
1/15/2026ADG Wealth Management Group LLC23,722$576K0.4%N/A0.016%
1/15/2026Rebalance LLC772,355$18.75M1.1%+10.1%0.519%
1/14/2026Praetorian Wealth Management Inc.266,742$6.49M1.3%+8.8%0.179%
1/12/2026RVW Wealth LLC1,170,581$28.42M2.2%+12.9%0.792%
1/9/2026Montecito Bank & Trust66,974$1.63M0.3%+13.0%0.046%
1/8/2026Adirondack Trust Co.44,479$1.08M0.4%+7.6%0.030%
1/7/2026Harbor Investment Advisory LLC103,426$2.51M0.2%+16.1%0.071%
1/5/2026 Confluence Investment Management LLC393,499$9.55M0.1%-5.4%0.269%
1/5/2026 Burkett Financial Services LLC2,500$61K0.0%N/A0.002%
1/1/2026JPMorgan Chase & Co.178,097$4.34M0.0%+26.3%0.127%
12/15/2025Farmers National Bank46,434$1.13M0.3%+5.0%0.033%
12/2/2025IFP Advisors Inc293,276$7.14M0.2%-3.4%0.210%
11/19/2025Captrust Financial Advisors901,136$21.93M0.0%+17.5%0.644%
11/18/2025Reliant Wealth Planning57,461$1.40M0.5%+3.3%0.041%
11/17/2025NewEdge Advisors LLC634,339$15.44M0.1%+3.4%0.453%
11/17/2025American Trust21,953$534K0.0%N/A0.016%
11/17/2025Front Row Advisors LLC4,200$102K0.0%+250.0%0.003%
11/17/2025United Capital Financial Advisors LLC122,501$2.98M0.0%+16.6%0.088%
11/17/2025Integrated Wealth Concepts LLC219,945$5.35M0.0%+13.2%0.157%
11/17/2025Ameriprise Financial Inc.1,606,673$39.10M0.0%+7.0%1.148%
11/14/2025Ancora Advisors LLC16,922$412K0.0%-9.9%0.012%
11/13/2025Beese Fulmer Investment Management Inc.142,470$3.47M0.2%+3.8%0.102%
11/13/2025FourThought Financial Partners LLC34,118$830K0.1%+284.6%0.024%
11/13/2025Parallel Advisors LLC252,035$6.14M0.1%+5.0%0.180%
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11/12/202510Elms LLP36,675$893K0.8%+5.3%0.026%
11/12/2025Provenance Wealth Advisors LLC32,961$802K0.1%-3.2%0.024%
11/12/2025Mosaic Family Wealth Partners LLC15,127$368K0.0%-46.4%0.011%
11/12/2025Hurley Capital LLC23,524$573K0.3%+38.5%0.017%
11/10/2025Cary Street Partners Financial LLC53,283$1.30M0.0%+10.7%0.038%
11/10/2025American Money Management LLC11,628$283K0.0%-16.1%0.008%
11/10/2025Dearborn Partners LLC25,350$617K0.0%+5.9%0.018%
11/10/2025Heartland Bank & Trust Co186,375$4.54M1.9%+23.8%0.133%
11/7/2025JPMorgan Chase & Co.178,097$4.34M0.0%+26.3%0.127%
11/6/2025Lyell Wealth Management LP444,280$10.81M0.8%+8.5%0.317%


IBDS Institutional Ownership - Frequently Asked Questions

During the previous two years, 112 institutional investors and hedge funds held shares of iShares iBonds Dec 2027 Term Corporate ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($39.10M), Captrust Financial Advisors ($33.04M), RVW Wealth LLC ($28.42M), Rebalance LLC ($18.75M), NewEdge Advisors LLC ($17.58M), Spinnaker Trust ($16.51M), and Arrow Financial Corp ($14M).Learn more on iShares iBonds Dec 2027 Term Corporate ETF's institutional investors.

Of the 101 institutional investors that purchased iShares iBonds Dec 2027 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 ($4.59M), Captrust Financial Advisors ($940.83K), Rebalance LLC ($772.36K), Spinnaker Trust ($506.14K), RVW Wealth LLC ($380.66K), Ameriprise Financial Inc. ($340.94K), and Atlantic Union Bankshares Corp ($272.18K).

Institutional investors have bought a total of 4,393,046 shares in the last 24 months. This purchase volume represents approximately $106.72M in transactions.

Of the 27 institutional investors that sold iShares iBonds Dec 2027 Term Corporate ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: GAMMA Investing LLC ($185.31K), Prime Capital Investment Advisors LLC ($42.92K), NewEdge Advisors LLC ($30.45K), Confluence Investment Management LLC ($22.64K), Integrated Wealth Concepts LLC ($18.22K), RFP Financial Group LLC ($16.76K), and Arrow Financial Corp ($14.37K).

Institutional investors have sold a total of 407,246 shares in the last 24 months. This volume of shares sold represents approximately $9.89M in transactions.


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