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

iShares iBonds Dec 2028 Term Corporate ETF logo
$25.19 -0.01 (-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)
68
Total
Institutional Inflows
(last 12 months)
$106.04M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$13.19M
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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
7/8/2026 Praetorian Wealth Management Inc.275,923$6.97M1.2%+1.5%0.174%
7/8/2026 RVW Wealth LLC1,206,680$30.47M2.0%+4.1%0.762%
7/7/2026 GAMMA Investing LLC11,546$292K0.0%+149.4%0.007%
7/7/2026 Harbor Investment Advisory LLC122,422$3.09M0.2%+6.8%0.077%
7/1/2026 Miller Global Investments LLC1,995$50K0.0%-28.6%0.001%
6/8/2026 Farmers National Bank47,990$1.22M0.3%+2.4%0.032%
6/3/2026 Parallel Advisors LLC304,913$7.72M0.1%+5.0%0.201%
5/19/2026 Arkadios Wealth Advisors10,151$257K0.0%N/A0.007%
5/18/2026 Reliant 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%
5/7/2026 Parallel Advisors LLC304,913$7.72M0.1%+5.0%0.201%
5/7/2026 Valley Wealth Managers Inc.47,794$1.21M0.1%+1.8%0.032%
5/6/2026 MTM Investment Management LLC51,949$1.32M0.4%+70.5%0.034%
5/6/2026 Heartland Bank & Trust Co213,474$5.41M1.2%+14.7%0.141%
5/6/2026 Bessemer Group Inc.9,278$235K0.0%N/A0.006%
5/5/2026 Beaumont Financial Advisors LLC56,111$1.42M0.1%+6.7%0.037%
5/5/2026 Bank 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%
3/12/2026 Farmers National Bank46,872$1.19M0.3%+2.0%0.032%
2/18/2026 NewEdge Advisors LLC750,929$19.12M0.1%+277.9%0.514%
2/18/2026 Align Financial LLC121,436$3.09M0.0%N/A0.083%
2/18/2026American Trust21,548$549K0.0%+2.7%0.015%
2/17/2026 Advisory Services Network LLC18,242$464K0.0%+27.9%0.012%
2/17/2026 Captrust Financial Advisors869,275$22.13M0.0%+17.5%0.595%
2/17/2026 Peloton Wealth Strategists390,560$9.94M3.9%+7.0%0.267%
2/17/2026Adalta Capital Management LLC17,180$437K0.2%N/A0.012%
2/17/2026 Gould Asset Management LLC CA53,445$1.36M0.2%N/A0.037%
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2/17/2026 Hurley Capital LLC15,521$395K0.2%+151.4%0.011%
2/13/2026 Mosaic Family Wealth Partners LLC14,708$374K0.0%+4.1%0.010%
2/13/2026 Integrated Wealth Concepts LLC216,042$5.50M0.1%-8.2%0.148%
2/12/2026 Reliant 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%
2/12/2026 Lyell 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%
2/11/2026 Parallel 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%
2/10/2026 Thoroughbred Financial Services LLC34,423$876K0.1%+29.4%0.024%
2/9/2026 MTM 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%
2/6/2026 FourThought Financial Partners LLC53,893$1.37M0.1%+32.8%0.037%
2/5/2026 Arrow Financial Corp563,080$14.33M1.4%+3.4%0.385%
2/5/2026 High 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%
2/4/2026 Atlantic Union Bankshares Corp219,420$5.59M0.1%-3.9%0.150%
2/4/2026 Valley Wealth Managers Inc.46,953$1.20M0.1%+2.5%0.032%
2/4/2026 HORAN Wealth LLC32,700$832K0.1%-13.1%0.022%
2/3/2026 Cheviot Value Management LLC237,044$6.05M0.6%+8.7%0.162%
2/3/2026 BOKF NA4,237$108K0.0%N/A0.003%
2/3/2026 Heartland 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%
1/21/2026 Prime Capital Investment Advisors LLC22,316$568K0.0%+111.7%0.016%
1/21/2026 Flagship Harbor Advisors LLC5,145$131K0.0%N/A0.004%
1/21/2026 Crews 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%
1/16/2026 Beaumont 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%
1/15/2026 Rebalance 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%
1/1/2026 JPMorgan Chase & Co.194,651$4.97M0.0%+14,318.6%0.155%
12/15/2025 Farmers 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%
11/19/2025 Captrust Financial Advisors740,071$18.89M0.0%+46.6%0.589%
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11/17/2025 Peloton Wealth Strategists364,960$9.31M3.7%+0.5%0.291%
11/17/2025 NewEdge 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%
11/17/2025 Integrated 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%
11/13/2025 FourThought Financial Partners LLC40,571$1.04M0.1%+212.5%0.032%
11/13/2025 Parallel Advisors LLC259,183$6.61M0.1%+5.7%0.206%


IBDT Institutional Ownership - Frequently Asked Questions

During the previous two years, 102 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 ($30.47M), 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 96 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 4,163,490 shares in the last 24 months. This purchase volume represents approximately $106.04M in transactions.

Of the 19 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), GAMMA Investing LLC ($45.83K), Integrated Wealth Concepts LLC ($19.29K), Atlantic Union Bankshares Corp ($18.45K), Provenance Wealth Advisors LLC ($16.67K), Arrow Financial Corp ($13.28K), and IFP Advisors Inc ($8.91K).

Institutional investors have sold a total of 517,082 shares in the last 24 months. This volume of shares sold represents approximately $13.19M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:IBDT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/8/2026. New 13F filings are added each quarter as they're published.
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