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iShares iBonds Dec 2028 Term Corporate ETF (IBDT) Institutional Ownership

iShares iBonds Dec 2028 Term Corporate ETF logo
$25.19 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT)

Number of
Institutional Buyers
(last 12 months)
74
Total
Institutional Inflows
(last 12 months)
$126.13M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$22.21M
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IBDT Institutional Buying and Selling by Quarter

iShares iBonds Dec 2028 Term Corporate ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2026 Miller Global Investments LLC1,995$50K0.0%-28.6%0.001%
6/8/2026Farmers National Bank47,990$1.22M0.3%+2.4%0.032%
6/3/2026Parallel Advisors LLC304,913$7.72M0.1%+5.0%0.201%
5/19/2026Arkadios Wealth Advisors10,151$257K0.0%N/A0.007%
5/18/2026Reliant Wealth Planning68,697$1.74M0.5%+0.9%0.045%
5/13/2026Godshalk Welsh Capital Management Inc.138,850$3.52M2.0%+12.9%0.092%
5/7/2026Parallel Advisors LLC304,913$7.72M0.1%+5.0%0.201%
5/7/2026Valley Wealth Managers Inc.47,794$1.21M0.1%+1.8%0.032%
5/6/2026MTM Investment Management LLC51,949$1.32M0.4%+70.5%0.034%
5/6/2026Heartland Bank & Trust Co213,474$5.41M1.2%+14.7%0.141%
5/6/2026Bessemer Group Inc.9,278$235K0.0%N/A0.006%
5/5/2026Beaumont Financial Advisors LLC56,111$1.42M0.1%+6.7%0.037%
5/5/2026Bank of New York Mellon Corp62,103$1.57M0.0%+39.8%0.041%
4/30/2026First National Bank & Trust Co. of Newtown48,450$1.23M0.3%-2.4%0.032%
4/30/2026Beacon Financial Group74,270$1.88M0.2%-0.9%0.049%
4/30/2026Mosaic Family Wealth Partners LLC25,955$657K0.1%+76.5%0.017%
4/29/2026Evergreen Private Wealth LLC141,483$3.58M1.4%+1.3%0.094%
4/28/2026Bogart Wealth LLC7,978$202K0.0%+47.0%0.005%
4/28/2026Ascentis Independent Advisors4,900$124K0.0%N/A0.003%
4/24/2026Harbor Investment Advisory LLC114,633$2.90M0.2%+10.8%0.076%
4/23/2026Spinnaker Trust547,809$13.88M0.8%+12.0%0.362%
4/22/2026Princeton Global Asset Management LLC63,200$1.60M0.3%+2.5%0.042%
4/22/2026Janney Montgomery Scott LLC141,953$3.60M0.0%+3.0%0.094%
4/21/2026ADG Wealth Management Group LLC25,038$634K0.4%+25.2%0.017%
4/20/2026Provenance Wealth Advisors LLC20,323$515K0.1%-8.8%0.013%
4/17/2026Roble Belko & Company Inc92,430$2.34M0.3%+244.6%0.061%
4/16/2026Montecito Bank & Trust54,866$1.39M0.2%+13.4%0.036%
3/12/2026Farmers National Bank46,872$1.19M0.3%+2.0%0.032%
2/18/2026NewEdge Advisors LLC750,929$19.12M0.1%+277.9%0.514%
2/18/2026Align Financial LLC121,436$3.09M0.0%N/A0.083%
2/18/2026American Trust21,548$549K0.0%+2.7%0.015%
2/17/2026Advisory Services Network LLC18,242$464K0.0%+27.9%0.012%
2/17/2026Captrust Financial Advisors869,275$22.13M0.0%+17.5%0.595%
2/17/2026Peloton Wealth Strategists390,560$9.94M3.9%+7.0%0.267%
2/17/2026Adalta Capital Management LLC17,180$437K0.2%N/A0.012%
2/17/2026Gould Asset Management LLC CA53,445$1.36M0.2%N/A0.037%
2/17/2026Hurley Capital LLC15,521$395K0.2%+151.4%0.011%
2/13/2026Mosaic Family Wealth Partners LLC14,708$374K0.0%+4.1%0.010%
2/13/2026Integrated Wealth Concepts LLC216,042$5.50M0.1%-8.2%0.148%
2/12/2026Reliant Wealth Planning68,109$1.73M0.5%+0.8%0.047%
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2/12/2026Godshalk Welsh Capital Management Inc.123,000$3.13M1.8%+21.1%0.084%
2/12/2026Lyell Wealth Management LP479,315$12.20M0.9%+18.8%0.328%
2/11/2026Janney Montgomery Scott LLC137,829$3.51M0.0%+6.5%0.094%
2/11/2026Parallel Advisors LLC290,513$7.45M0.1%+12.1%0.199%
2/10/2026 Sarver Vrooman Wealth Advisors10,825$276K0.2%+20.9%0.007%
2/10/2026Spinnaker Trust489,263$12.45M0.7%+14.1%0.335%
2/10/2026Thoroughbred Financial Services LLC34,423$876K0.1%+29.4%0.024%
2/9/2026MTM Investment Management LLC30,465$775K0.2%+3.0%0.021%
2/9/2026Cary Street Partners Financial LLC53,646$1.37M0.0%+14.6%0.037%
2/6/2026FourThought Financial Partners LLC53,893$1.37M0.1%+32.8%0.037%
2/5/2026Arrow Financial Corp563,080$14.33M1.4%+3.4%0.385%
2/5/2026High Note Wealth LLC14,661$373K0.1%+1,241.4%0.010%
2/5/2026Beese Fulmer Investment Management Inc.144,082$3.67M0.2%+6.6%0.099%
2/4/2026Atlantic Union Bankshares Corp219,420$5.59M0.1%-3.9%0.150%
2/4/2026Valley Wealth Managers Inc.46,953$1.20M0.1%+2.5%0.032%
2/4/2026HORAN Wealth LLC32,700$832K0.1%-13.1%0.022%
2/3/2026Cheviot Value Management LLC237,044$6.05M0.6%+8.7%0.162%
2/3/2026BOKF NA4,237$108K0.0%N/A0.003%
2/3/2026Heartland Bank & Trust Co186,062$4.74M2.0%+10.2%0.127%
1/30/2026First Fiduciary Investment Counsel Inc.74,910$1.91M0.4%+22.6%0.052%
1/29/2026True Link Financial Advisors LLC15,578$397K0.0%N/A0.011%
1/28/2026Evergreen Private Wealth LLC139,711$3.56M1.4%+7.4%0.097%
1/26/2026Provenance Wealth Advisors LLC22,289$567K0.1%-38.0%0.015%
1/23/2026Farther Finance Advisors LLC48,763$1.24M0.0%+327.3%0.034%
1/23/2026Curbstone Financial Management Corp16,600$423K0.1%N/A0.012%
1/22/2026Newman Dignan & Sheerar Inc.10,930$278K0.1%+8.4%0.008%
1/21/2026Prime Capital Investment Advisors LLC22,316$568K0.0%+111.7%0.016%
1/21/2026Flagship Harbor Advisors LLC5,145$131K0.0%N/A0.004%
1/21/2026Crews Bank & Trust186,105$4.74M0.7%+9.7%0.130%
1/20/2026Princeton Global Asset Management LLC61,672$1.57M0.3%+23.0%0.043%
1/20/2026Blue Square Asset Management LLC47,724$1.22M0.5%+21.7%0.033%
1/16/2026Beaumont Financial Advisors LLC52,574$1.34M0.1%-5.7%0.037%
1/15/2026ADG Wealth Management Group LLC20,000$509K0.4%N/A0.014%
1/15/2026Rebalance LLC734,069$18.69M1.1%+86.3%0.512%
1/14/2026Praetorian Wealth Management Inc.254,734$6.48M1.3%+9.2%0.178%
1/12/2026Roble Belko & Company Inc26,822$683K0.1%+17.1%0.019%
1/12/2026RVW Wealth LLC1,088,657$27.71M2.1%+11.0%0.763%
1/9/2026Montecito Bank & Trust48,390$1.23M0.2%+10.7%0.034%
1/8/2026Adirondack Trust Co.102,725$2.61M0.9%+6.8%0.073%
1/7/2026Harbor Investment Advisory LLC103,440$2.63M0.2%+14.2%0.074%
1/5/2026 Burkett Financial Services LLC2,000$51K0.0%N/A0.001%
1/1/2026JPMorgan Chase & Co.194,651$4.97M0.0%+14,318.6%0.155%
12/15/2025Farmers National Bank45,935$1.17M0.3%+5.6%0.037%
12/2/2025IFP Advisors Inc222,873$5.69M0.1%-3.8%0.177%
11/19/2025Sunbelt Securities Inc.1,000$26K0.0%N/A0.001%
11/19/2025Captrust Financial Advisors740,071$18.89M0.0%+46.6%0.589%
11/17/2025Peloton Wealth Strategists364,960$9.31M3.7%+0.5%0.291%
11/17/2025NewEdge Advisors LLC198,724$5.07M0.0%-2.9%0.158%
11/17/2025American Trust20,985$536K0.0%N/A0.017%
11/17/2025United Capital Financial Advisors LLC110,214$2.81M0.0%+22.4%0.088%
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11/17/2025Integrated Wealth Concepts LLC235,334$6.01M0.1%+8.6%0.187%
11/17/2025Ameriprise Financial Inc.1,217,118$31.06M0.0%-23.2%0.969%
11/14/2025Ancora Advisors LLC15,438$394K0.0%-7.1%0.012%
11/13/2025Beese Fulmer Investment Management Inc.135,162$3.45M0.2%+5.3%0.108%
11/13/2025FourThought Financial Partners LLC40,571$1.04M0.1%+212.5%0.032%
11/13/2025Parallel Advisors LLC259,183$6.61M0.1%+5.7%0.206%
11/12/202510Elms LLP46,656$1.19M1.1%+2.9%0.037%
11/12/2025Provenance Wealth Advisors LLC35,947$917K0.1%-2.8%0.029%
11/12/2025Mosaic Family Wealth Partners LLC14,133$361K0.0%+31.7%0.011%
11/10/2025Cary Street Partners Financial LLC46,812$1.20M0.0%+11.7%0.037%


IBDT Institutional Ownership - Frequently Asked Questions

During the previous two years, 105 institutional investors and hedge funds held shares of iShares iBonds Dec 2028 Term Corporate ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($31.06M), RVW Wealth LLC ($27.71M), Captrust Financial Advisors ($22.13M), NewEdge Advisors LLC ($19.12M), Rebalance LLC ($18.69M), Arrow Financial Corp ($14.33M), and Spinnaker Trust ($13.88M).Learn more on iShares iBonds Dec 2028 Term Corporate ETF's institutional investors.

Of the 98 institutional investors that purchased iShares iBonds Dec 2028 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 ($4.23M), Rebalance LLC ($734.07K), NewEdge Advisors LLC ($552.21K), Captrust Financial Advisors ($533.91K), Ameriprise Financial Inc. ($501.50K), Spinnaker Trust ($406.44K), and Confluence Investment Management LLC ($399.60K).

Institutional investors have bought a total of 4,953,712 shares in the last 24 months. This purchase volume represents approximately $126.13M in transactions.

Of the 24 institutional investors that sold iShares iBonds Dec 2028 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. ($368.31K), JPMorgan Chase & Co. ($189.83K), GAMMA Investing LLC ($162.52K), NewEdge Advisors LLC ($28.58K), Integrated Wealth Concepts LLC ($19.29K), Atlantic Union Bankshares Corp ($18.45K), and Provenance Wealth Advisors LLC ($16.67K).

Institutional investors have sold a total of 872,017 shares in the last 24 months. This volume of shares sold represents approximately $22.21M in transactions.


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