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

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Stock Analysis Chart Dividend Holdings Ownership

Number of Institutional Buyers (last 12 months): 36
Total Institutional Inflows (last 12 months): $57.26M

Number of Institutional Sellers (last 12 months): 11
Total Institutional Outflows (last 12 months): $2.12M

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IBDT Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/16/2024	Pinnacle Bancorp Inc.	2,000	$50K	0.0%	N/A	0.005%
4/10/2024	Praetorian Wealth Management Inc.	179,983	$4.48M	1.2%	+3.5%	0.472%
4/10/2024	Bank of New Hampshire	13,515	$337K	0.1%	+45.1%	0.035%
4/9/2024	Montecito Bank & Trust	15,319	$382K	0.1%	N/A	0.040%
4/9/2024	Adirondack Trust Co.	12,835	$320K	0.1%	+24.6%	0.034%
4/8/2024	RVW Wealth LLC	647,711	$16.13M	1.7%	+2.0%	1.700%
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4/5/2024	GAMMA Investing LLC	21,928	$546K	0.1%	N/A	0.058%
3/29/2024	Adirondack Trust Co.	10,303	$255K	0.1%	N/A	0.027%
2/16/2024	Peloton Wealth Strategists	243,650	$6.11M	2.6%	+7.6%	0.640%
2/15/2024	Peloton Wealth Strategists	243,650	$5.77M	2.4%	+7.6%	0.640%
2/15/2024	Baird Financial Group Inc.	8,744	$219K	0.0%	N/A	0.023%
2/14/2024	LM Advisors LLC	2,035	$51K	0.0%	N/A	0.005%
2/12/2024	Arrow Financial Corp	501,721	$12.59M	1.3%	+8.1%	1.317%
2/12/2024	Parallel Advisors LLC	80,034	$2.01M	0.1%	+340.2%	0.210%
2/9/2024	Cambridge Investment Research Advisors Inc.	48,354	$1.21M	0.0%	-25.6%	0.127%
2/8/2024	Exchange Capital Management Inc.	9,898	$248K	0.0%	-5.7%	0.026%
2/8/2024	Janney Montgomery Scott LLC	263,571	$6.61M	0.0%	+3.7%	0.692%
2/7/2024	Valley Wealth Managers Inc.	36,556	$917K	0.1%	+12.1%	0.096%
2/7/2024	Bogart Wealth LLC	4,773	$120K	0.0%	+87.8%	0.013%
2/6/2024	First Horizon Advisors Inc.	2,842	$71K	0.0%	N/A	0.007%
2/2/2024	Spinnaker Trust	92,286	$2.32M	0.2%	+263.8%	0.242%
2/2/2024	First Fiduciary Investment Counsel Inc.	20,915	$525K	0.1%	N/A	0.055%
2/2/2024	Bank of New Hampshire	9,315	$234K	0.1%	+35.3%	0.024%
2/2/2024	Lyell Wealth Management LP	159,166	$3.99M	0.5%	+24.1%	0.418%
2/1/2024	Roble Belko & Company Inc	13,339	$335K	0.1%	+8.1%	0.035%
1/30/2024	Scissortail Wealth Management LLC	54,056	$1.35M	0.4%	N/A	0.142%
1/26/2024	Sandy Spring Bank	212,169	$5.32M	0.3%	-0.3%	0.557%
1/26/2024	Dearborn Partners LLC	19,427	$487K	0.0%	N/A	0.051%
1/24/2024	Private Trust Co. NA	2,201	$55K	0.0%	+87.5%	0.006%
1/23/2024	Leavell Investment Management Inc.	20,075	$504K	0.0%	N/A	0.053%
1/22/2024	Princeton Global Asset Management LLC	25,675	$644K	0.2%	N/A	0.067%
1/12/2024	Archford Capital Strategies LLC	54,867	$1.38M	0.3%	-21.2%	0.144%
1/11/2024	Praetorian Wealth Management Inc.	173,817	$4.36M	1.3%	+0.9%	0.456%
1/8/2024	RVW Wealth LLC	634,955	$15.93M	1.8%	+2,682.9%	1.667%
11/15/2023	Ameriprise Financial Inc.	544,352	$13.08M	0.0%	-2.6%	1.429%
11/14/2023	Peloton Wealth Strategists	226,425	$5.44M	2.5%	+10.5%	0.594%
11/13/2023	Asset Dedication LLC	18,287	$437K	0.0%	-2.9%	0.048%
11/9/2023	Valley Wealth Managers Inc.	32,603	$783K	0.1%	+6.4%	0.086%
11/8/2023	Janney Montgomery Scott LLC	254,221	$6.11M	0.0%	+9.3%	0.667%
11/8/2023	Spinnaker Trust	25,368	$610K	0.0%	N/A	0.067%
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11/8/2023	Sutton Wealth Advisors Inc.	1,426	$34K	0.0%	N/A	0.004%
11/1/2023	Roble Belko & Company Inc	12,335	$296K	0.1%	+11.0%	0.032%
10/31/2023	Lyell Wealth Management LP	128,280	$3.08M	0.4%	+8.3%	0.337%
10/30/2023	Bogart Wealth LLC	2,542	$61K	0.0%	N/A	0.007%
10/30/2023	Sandy Spring Bank	212,839	$5.12M	0.3%	+1.5%	0.559%
10/27/2023	Archford Capital Strategies LLC	69,660	$1.67M	0.3%	+6.5%	0.183%
10/24/2023	Bank of New York Mellon Corp	107,338	$2.58M	0.0%	+7.8%	0.282%
10/24/2023	Cambridge Investment Research Advisors Inc.	65,024	$1.56M	0.0%	-27.9%	0.171%
10/12/2023	RVW Wealth LLC	22,816	$548K	0.1%	+124.2%	0.060%
10/11/2023	Praetorian Wealth Management Inc.	172,328	$4.14M	1.3%	+14.2%	0.452%
8/22/2023	Asset Dedication LLC	18,836	$460K	0.0%	-15.0%	0.049%
8/15/2023	Integrated Wealth Concepts LLC	143,305	$3.51M	0.1%	N/A	0.376%
8/15/2023	Captrust Financial Advisors	52,792	$1.29M	0.0%	-2.3%	0.139%
8/14/2023	United Capital Financial Advisers LLC	60,784	$1.49M	0.0%	-3.6%	0.160%
8/10/2023	Peloton Wealth Strategists	204,925	$5.02M	2.2%	+8.2%	0.561%
8/9/2023	Arrow Financial Corp	326,387	$8.00M	1.0%	+3.9%	0.894%
8/4/2023	Sandy Spring Bank	209,745	$5.14M	0.3%	+10.1%	0.575%
8/4/2023	Roble Belko & Company Inc	11,117	$272K	0.1%	+22.2%	0.030%
8/4/2023	Lyell Wealth Management LP	118,455	$2.90M	0.4%	+16.5%	0.325%
8/4/2023	Iowa State Bank	9,891	$242K	0.1%	-31.8%	0.027%
8/3/2023	Bank of New York Mellon Corp	99,602	$2.44M	0.0%	+7.2%	0.273%
8/2/2023	Archford Capital Strategies LLC	65,423	$1.61M	0.3%	+14.8%	0.179%
7/28/2023	Hallmark Capital Management Inc.	30,628	$750K	0.1%	+29.1%	0.084%
7/26/2023	Janney Montgomery Scott LLC	232,497	$5.70M	0.0%	+0.5%	0.637%
7/24/2023	Exchange Capital Management Inc.	10,493	$257K	0.0%	-4.2%	0.029%
7/13/2023	Cambridge Investment Research Advisors Inc.	90,175	$2.21M	0.0%	+13.5%	0.247%
7/10/2023	Praetorian Wealth Management Inc.	150,936	$3.70M	1.1%	+3.7%	0.414%
7/7/2023	RVW Wealth LLC	10,177	$249K	0.0%	-7.3%	0.031%
5/23/2023	Front Row Advisors LLC	1,600	$40K	0.0%	N/A	0.005%
5/22/2023	Ameriprise Financial Inc.	509,572	$12.69M	0.0%	+116.1%	1.649%
5/12/2023	OLD Mission Capital LLC	439,284	$10.96M	0.2%	+786.4%	1.422%
5/11/2023	Cambridge Investment Research Advisors Inc.	79,415	$1.98M	0.0%	+81.9%	0.257%
5/10/2023	American Money Management LLC	10,394	$259K	0.1%	-6.6%	0.034%
5/9/2023	Bank of New York Mellon Corp	92,876	$2.32M	0.0%	+2.6%	0.301%
5/9/2023	US Bancorp DE	302,481	$7.54M	0.0%	+8.0%	0.979%
5/5/2023	Sandy Spring Bank	190,500	$4.75M	0.3%	+4.4%	0.617%
5/3/2023	Arrow Financial Corp	314,250	$7.84M	1.0%	+4.1%	1.017%
5/3/2023	Lyell Wealth Management LP	101,680	$2.54M	0.4%	+31.2%	0.329%
5/3/2023	Hallmark Capital Management Inc.	23,716	$591K	0.1%	+11.6%	0.077%
4/28/2023	Janney Montgomery Scott LLC	231,250	$5.77M	0.0%	+18.3%	0.748%
4/25/2023	Parallel Advisors LLC	13,505	$337K	0.0%	N/A	0.044%
4/12/2023	Praetorian Wealth Management Inc.	145,566	$3.63M	1.2%	+14.1%	0.471%
3/6/2023	OLD Mission Capital LLC	49,556	$1.20M	0.0%	-25.3%	0.184%
2/16/2023	United Capital Financial Advisers LLC	62,757	$1.52M	0.0%	+4.1%	0.233%
2/15/2023	Captrust Financial Advisors	53,786	$1.31M	0.0%	-64.3%	0.200%
2/13/2023	Peloton Wealth Strategists	165,000	$4.01M	1.9%	+7.1%	0.613%
2/10/2023	Sandy Spring Bank	182,458	$4.43M	0.3%	-4.5%	0.678%
2/8/2023	Cambridge Investment Research Advisors Inc.	43,652	$1.06M	0.0%	+43.5%	0.162%
2/3/2023	Wells Financial Advisors INC	5,560	$135K	0.1%	+58.4%	0.021%
2/2/2023	Arrow Financial Corp	301,987	$7.34M	1.0%	-3.4%	1.123%
The “Perfect Storm” for Gold (Ad) Gold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025. Click here now to download the free Precious Metals Buying Guide!
2/1/2023	Hallmark Capital Management Inc.	21,255	$516K	0.0%	+23.2%	0.079%
2/1/2023	Janney Montgomery Scott LLC	195,490	$4.75M	0.0%	+29.9%	0.727%
1/26/2023	Archford Capital Strategies LLC	50,333	$1.22M	0.3%	+43.2%	0.187%
1/24/2023	Lyell Wealth Management LP	77,510	$1.88M	0.3%	N/A	0.291%
1/18/2023	Private Trust Co. NA	1,074	$26K	0.0%	N/A	0.004%
1/13/2023	RVW Wealth LLC	10,984	$267K	0.0%	-19.8%	0.043%
1/11/2023	Praetorian Wealth Management Inc.	127,625	$3.10M	1.1%	+25.2%	0.511%
1/6/2023	Iowa State Bank	14,162	$344K	0.1%	+13.7%	0.057%
1/5/2023	Capital Investment Advisors LLC	1,090,708	$26.49M	0.8%	+15.1%	4.407%
12/8/2022	Bank of New York Mellon Corp	88,102	$2.10M	0.0%	+5.4%	0.377%

(Data available from 1/1/2016 forward)

IBDT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBDT shares?: During the previous two years, 48 institutional investors and hedge funds held shares of iShares iBonds Dec 2028 Term Corporate ETF. The most heavily invested institutionals were Capital Investment Advisors LLC ($26.49M), RVW Wealth LLC ($16.13M), Ameriprise Financial Inc. ($13.08M), Arrow Financial Corp ($12.59M), Confluence Investment Management LLC ($11.95M), OLD Mission Capital LLC ($10.96M), and US Bancorp DE ($7.54M).Learn more on IBDT's institutional investors.
Which institutional investors have been buying iShares iBonds Dec 2028 Term Corporate ETF stock?: Of the 45 institutional investors that purchased iShares iBonds Dec 2028 Term Corporate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: RVW Wealth LLC ($639.84K), OLD Mission Capital LLC ($456.06K), Arrow Financial Corp ($357.55K), Capital Investment Advisors LLC ($331.85K), Ameriprise Financial Inc. ($273.80K), Janney Montgomery Scott LLC ($247.72K), and Lyell Wealth Management LP ($159.17K).
How much institutional buying is happening at iShares iBonds Dec 2028 Term Corporate ETF?: Institutional investors have bought a total of 3,628,381 shares in the last 24 months. This purchase volume represents approximately $90.11M in transactions.

Which iShares iBonds Dec 2028 Term Corporate ETF major shareholders have been selling company stock?: Of the 16 institutional investors that sold iShares iBonds Dec 2028 Term Corporate ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Captrust Financial Advisors ($104.18K), Cambridge Investment Research Advisors Inc. ($41.82K), Iowa State Bank ($34.62K), Sandy Spring Bank ($25.81K), United Capital Financial Advisers LLC ($25.44K), OLD Mission Capital LLC ($16.78K), and Archford Capital Strategies LLC ($14.79K).
How much institutional selling is happening at iShares iBonds Dec 2028 Term Corporate ETF?: Institutional investors have sold a total of 315,902 shares in the last 24 months. This volume of shares sold represents approximately $7.71M in transactions.

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This page (NYSEARCA:IBDT) was last updated on 4/18/2024 by MarketBeat.com Staff

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

IBDT Institutional Buying and Selling by Quarter

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

IBDT Institutional Ownership - Frequently Asked Questions

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

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

IBDT Institutional Buying and Selling by Quarter

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

IBDT Institutional Ownership - Frequently Asked Questions