Go Pro
→ JP Morgan: SpaceX could unlock 'the next phase of the space economy' (From Behind the Markets) (Ad)tc pixel Free IBDS Stock Alerts

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

iShares iBonds Dec 2027 Term Corporate ETF logo
$24.05 0.00 (0.00%)
Closing price 10/2/2026 04:10 PM Eastern
Extended Trading
$24.06 +0.00 (+0.02%)
As of 10/2/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
73
Total
Institutional Inflows
(last 12 months)
$81.87M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$2.85M
Get IBDS Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares iBonds Dec 2027 Term Corporate ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IBDS Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Roble Belko & Company Inc118,468$2.87M0.3%+42.1%0.074%
8/26/2026HORAN Wealth LLC32,276$782K0.1%-5.5%0.020%
8/22/2026NBH Bank3,525$85K0.0%N/A0.002%
7/8/2026Praetorian Wealth Management Inc.284,709$6.90M1.2%+0.5%0.181%
7/8/2026RVW Wealth LLC1,272,324$30.82M2.0%+4.5%0.810%
7/7/2026GAMMA Investing LLC11,928$289K0.0%+148.9%0.008%
7/7/2026Harbor Investment Advisory LLC129,122$3.13M0.2%+6.0%0.082%
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%
4/16/2026 Montecito 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%
The only 5 stocks that matter (Ad)

SpaceX's IPO reportedly minted 4,400 new millionaires, and OpenAI is said to be eyeing a 1 trillion dollar IPO as soon as this fall. TradeSmith CEO Keith Kaplan says chasing the next hot IPO isn't necessary. His AI-driven system, built on a platform pioneered by Google, ranks every stock in the S&P 500 and narrows the list to just five names to hold each month. Backtests show the Top Five Stocks outperformed the S&P 500 by 4x in August alone.tc pixel

See the five stocks the AI system is tracking now
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%
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%
1/9/2026 Montecito 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%
MILLIONAIRE MASTERCLASS INVITE: Altucher (Ad)

James Altucher says Elon Musk is preparing an unprecedented project set to surface on December 8th. Altucher is hosting a free masterclass revealing what he says is locked inside a sealed briefcase detailing Musk's plans. Attendees who join early can also access a $1,000 bonus offer included with the presentation.tc pixel

Watch James Altucher's free masterclass before December 8th
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%
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%


IBDS Institutional Ownership - Frequently Asked Questions

During the previous two years, 111 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 ($30.82M), 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 100 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 ($456.54K), RVW Wealth LLC ($349.13K), Ameriprise Financial Inc. ($340.94K), and Atlantic Union Bankshares Corp ($272.18K).

Institutional investors have bought a total of 3,369,484 shares in the last 24 months. This purchase volume represents approximately $81.87M in transactions.

Of the 16 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: Confluence Investment Management LLC ($22.64K), Integrated Wealth Concepts LLC ($18.22K), Arrow Financial Corp ($14.37K), Mosaic Family Wealth Partners LLC ($13.11K), Provenance Wealth Advisors LLC ($12.02K), IFP Advisors Inc ($10.28K), and Atlantic Union Bankshares Corp ($7.89K).

Institutional investors have sold a total of 117,388 shares in the last 24 months. This volume of shares sold represents approximately $2.85M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:IBDS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Elon Warns "America Will Go Bankrupt". Trump's Plan Inside.
National debt just crossed 40 trillion dollars, and Elon Musk says America is 1,000% going to go bankrupt with...
American Hartford Gold | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
How Elon’s Empire Ends (and how to profit)
Marc Chaikin, the 60 year Wall Street veteran whose Chaikin Money Flow indicator sits on every Bloomberg termi...
Chaikin Analytics | Sponsoredtc pixel
How options let you do more with less capital
Would you rather spend $5,000 buying 100 shares of a $50 stock, or control those same 100 shares for a fractio...
Base Camp Trading | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump’s issues shocking Executive Order on U.S. Dollar
Three days into his second term, President Trump signed Executive Order 14178 a move the press barely covered....
Banyan Hill Publishing | Sponsoredtc pixel