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

iShares iBonds Dec 2027 Term Corporate ETF logo
$24.21 0.00 (0.00%)
As of 05/22/2026 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)
$106.97M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$9.91M
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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

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

Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. Demand is growing 15% per year and the grid can't keep up. One small company makes the exact equipment these data centers need. They're sitting on $1.5 billion in orders, their hardware is already inside Musk's Colossus, and the stock still trades like a name nobody's heard of. Analyst Dylan Jovine is releasing the ticker for free.tc pixel

See the stock positioned to solve AI's biggest power crisis
11/12/2025 Provenance Wealth Advisors LLC32,961$802K0.1%-3.2%0.024%
11/12/2025 Mosaic Family Wealth Partners LLC15,127$368K0.0%-46.4%0.011%
11/12/2025 Hurley Capital LLC23,524$573K0.3%+38.5%0.017%
11/10/2025 Cary Street Partners Financial LLC53,283$1.30M0.0%+10.7%0.038%
11/10/2025 American Money Management LLC11,628$283K0.0%-16.1%0.008%
11/10/2025 Dearborn Partners LLC25,350$617K0.0%+5.9%0.018%
11/10/2025 Heartland Bank & Trust Co186,375$4.54M1.9%+23.8%0.133%
11/7/2025 JPMorgan Chase & Co.178,097$4.34M0.0%+26.3%0.127%
11/6/2025 Lyell Wealth Management LP444,280$10.81M0.8%+8.5%0.317%
11/5/2025 Ledyard National Bank13,734$334K0.0%N/A0.010%


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 ($4.61M), 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 4,403,393 shares in the last 24 months. This purchase volume represents approximately $106.97M 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 ($23.25K), 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 407,862 shares in the last 24 months. This volume of shares sold represents approximately $9.91M in transactions.


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This page (NYSEARCA:IBDS) was last updated on 5/25/2026 by MarketBeat.com Staff.
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