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

iShares iBonds Dec 2028 Term Corporate ETF logo
$25.22 +0.01 (+0.04%)
As of 04:10 PM Eastern
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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)
$154.21M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$22.58M
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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
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%
4/30/2026 First National Bank & Trust Co. of Newtown48,450$1.23M0.3%-2.4%0.032%
4/30/2026 Beacon Financial Group74,270$1.88M0.2%-0.9%0.049%
4/30/2026 Mosaic Family Wealth Partners LLC25,955$657K0.1%+76.5%0.017%
4/29/2026 Evergreen Private Wealth LLC141,483$3.58M1.4%+1.3%0.094%
4/28/2026 Bogart Wealth LLC7,978$202K0.0%+47.0%0.005%
4/28/2026 Ascentis Independent Advisors4,900$124K0.0%N/A0.003%
4/24/2026 Harbor Investment Advisory LLC114,633$2.90M0.2%+10.8%0.076%
4/23/2026 Spinnaker Trust547,809$13.88M0.8%+12.0%0.362%
4/22/2026 Princeton Global Asset Management LLC63,200$1.60M0.3%+2.5%0.042%
4/22/2026 Janney Montgomery Scott LLC141,953$3.60M0.0%+3.0%0.094%
4/21/2026 ADG Wealth Management Group LLC25,038$634K0.4%+25.2%0.017%
4/20/2026 Provenance Wealth Advisors LLC20,323$515K0.1%-8.8%0.013%
4/17/2026 Roble Belko & Company Inc92,430$2.34M0.3%+244.6%0.061%
4/16/2026 Montecito 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%
2/18/2026 American 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%
2/13/2026 Mosaic 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%
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%
2/11/2026 Janney 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%
2/10/2026 Spinnaker 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%
2/9/2026 Cary 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%
2/5/2026 Beese 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%
1/30/2026 First Fiduciary Investment Counsel Inc.74,910$1.91M0.4%+22.6%0.052%
1/29/2026 True Link Financial Advisors LLC15,578$397K0.0%N/A0.011%
1/28/2026 Evergreen Private Wealth LLC139,711$3.56M1.4%+7.4%0.097%
1/26/2026 Provenance Wealth Advisors LLC22,289$567K0.1%-38.0%0.015%
1/23/2026 Farther Finance Advisors LLC48,763$1.24M0.0%+327.3%0.034%
1/23/2026 Curbstone Financial Management Corp16,600$423K0.1%N/A0.012%
1/22/2026 Newman 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%
1/21/2026 Flagship Harbor Advisors LLC5,145$131K0.0%N/A0.004%
1/21/2026Crews Bank & Trust186,105$4.74M0.7%+9.7%0.130%
1/20/2026 Princeton Global Asset Management LLC61,672$1.57M0.3%+23.0%0.043%
1/20/2026 Blue 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%
1/15/2026 ADG Wealth Management Group LLC20,000$509K0.4%N/A0.014%
1/15/2026Rebalance LLC734,069$18.69M1.1%+86.3%0.512%
1/14/2026 Praetorian Wealth Management Inc.254,734$6.48M1.3%+9.2%0.178%
1/12/2026 Roble Belko & Company Inc26,822$683K0.1%+17.1%0.019%
1/12/2026 RVW Wealth LLC1,088,657$27.71M2.1%+11.0%0.763%
1/9/2026 Montecito Bank & Trust48,390$1.23M0.2%+10.7%0.034%
1/8/2026 Adirondack Trust Co.102,725$2.61M0.9%+6.8%0.073%
1/7/2026 Harbor 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%
12/2/2025 IFP 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%
11/17/2025 American Trust20,985$536K0.0%N/A0.017%
11/17/2025United Capital Financial Advisors LLC110,214$2.81M0.0%+22.4%0.088%
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%
11/13/2025 Beese 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%
11/12/2025 Provenance Wealth Advisors LLC35,947$917K0.1%-2.8%0.029%
11/12/2025 Mosaic Family Wealth Partners LLC14,133$361K0.0%+31.7%0.011%
11/10/2025 Cary Street Partners Financial LLC46,812$1.20M0.0%+11.7%0.037%
11/10/2025Thoroughbred Financial Services LLC26,602$678K0.0%+2.7%0.021%
11/10/2025Dearborn Partners LLC24,132$616K0.0%+7.5%0.019%
11/10/2025Heartland Bank & Trust Co168,892$4.31M1.8%+23.6%0.134%
11/7/2025JPMorgan Chase & Co.194,651$4.97M0.0%+14,318.6%0.155%
11/6/2025Lyell Wealth Management LP403,365$10.29M0.8%+7.9%0.321%
11/5/2025 Ledyard National Bank15,204$388K0.0%N/A0.012%
11/5/2025 Spinnaker Trust428,706$10.94M0.6%+14.3%0.341%
11/5/2025Prime Capital Investment Advisors LLC10,541$269K0.0%+5.4%0.008%
11/5/2025 First Fiduciary Investment Counsel Inc.61,105$1.56M0.3%+0.9%0.049%
11/5/2025HORAN Wealth LLC37,650$961K0.2%N/A0.030%
11/5/2025 Baker Boyer National Bank24,114$615K0.2%-10.0%0.019%


IBDT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBDT shares?

During the previous two years, 103 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.

Which institutional investors have been buying iShares iBonds Dec 2028 Term Corporate ETF's stock?

Of the 97 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 ($4.24M), 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).

How much institutional buying is happening at iShares iBonds Dec 2028 Term Corporate ETF?

Institutional investors have bought a total of 6,065,234 shares in the last 24 months. This purchase volume represents approximately $154.21M in transactions.

Which of iShares iBonds Dec 2028 Term Corporate ETF's major shareholders have been selling company stock?

Of the 26 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 ($38.49K), Integrated Wealth Concepts LLC ($19.29K), Atlantic Union Bankshares Corp ($18.45K), and Provenance Wealth Advisors LLC ($16.67K).

How much institutional selling is happening at iShares iBonds Dec 2028 Term Corporate ETF?

Institutional investors have sold a total of 886,337 shares in the last 24 months. This volume of shares sold represents approximately $22.58M in transactions.


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