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iShares iBonds Dec 2029 Term Corporate ETF (IBDU) Institutional Ownership

iShares iBonds Dec 2029 Term Corporate ETF logo
$23.08 -0.01 (-0.04%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2029 Term Corporate ETF (NYSEARCA:IBDU)

Number of
Institutional Buyers
(last 12 months)
64
Total
Institutional Inflows
(last 12 months)
$56.91M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$49.70M
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IBDU Institutional Buying and Selling by Quarter

iShares iBonds Dec 2029 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.297,915$6.90M1.2%+2.7%0.174%
7/8/2026 RVW Wealth LLC1,210,684$28.04M1.8%+5.4%0.706%
7/7/2026 GAMMA Investing LLC12,763$296K0.0%+141.5%0.007%
7/7/2026 Harbor Investment Advisory LLC100,760$2.33M0.2%+19.0%0.059%
6/23/2026 Ballast Advisors LLC1,736$40K0.0%N/A0.001%
6/8/2026 Farmers National Bank44,709$1.04M0.2%+1.5%0.028%
5/19/2026McIlrath & Eck LLC9,752$227K0.0%+38.4%0.006%
5/19/2026 Arkadios Wealth Advisors12,034$280K0.0%N/A0.008%
5/18/2026 Reliant Wealth Planning53,646$1.25M0.4%+8.6%0.033%
5/13/2026Godshalk Welsh Capital Management Inc.132,750$3.09M1.8%+32.9%0.083%
5/8/2026 HORAN Wealth LLC22,465$526K0.0%N/A0.014%
5/7/2026 Valley Wealth Managers Inc.36,675$853K0.1%+12.3%0.023%
5/6/2026 MTM Investment Management LLC1,563$36K0.0%N/A0.001%
5/6/2026 Heartland Bank & Trust Co148,493$3.45M0.8%+401.6%0.093%
5/6/2026 Bessemer Group Inc.10,174$237K0.0%N/A0.006%
5/5/2026 Beaumont Financial Advisors LLC51,362$1.20M0.1%N/A0.032%
5/5/2026 Bank of New York Mellon Corp33,098$770K0.0%+105.6%0.021%
4/30/2026 First National Bank & Trust Co. of Newtown101,290$2.36M0.5%-38.1%0.063%
4/30/2026 Beacon Financial Group76,249$1.77M0.2%+3.2%0.048%
4/30/2026 Mosaic Family Wealth Partners LLC22,570$525K0.1%+99.6%0.014%
4/28/2026 Bogart Wealth LLC8,457$197K0.0%+48.6%0.005%
4/24/2026 Harbor Investment Advisory LLC84,646$1.97M0.2%+30.0%0.053%
4/23/2026 Spinnaker Trust410,790$9.56M0.5%+34.8%0.257%
4/22/2026 Princeton Global Asset Management LLC29,435$685K0.1%+10.9%0.018%
4/22/2026 Janney Montgomery Scott LLC183,465$4.27M0.0%-36.1%0.115%
4/21/2026 ADG Wealth Management Group LLC25,425$591K0.4%N/A0.016%
4/20/2026 Provenance Wealth Advisors LLC10,550$245K0.0%-22.0%0.007%
4/17/2026 Roble Belko & Company Inc119,309$2.78M0.4%+174.7%0.074%
4/16/2026 Montecito Bank & Trust47,169$1.10M0.2%+19.1%0.029%
3/16/2026 Bank of New Hampshire41,590$973K0.2%-1.1%0.027%
3/12/2026 Farmers National Bank44,068$1.03M0.2%+2.0%0.029%
2/18/2026 NewEdge Advisors LLC35,617$834K0.0%-88.7%0.023%
2/18/2026American Trust23,448$549K0.0%+2.5%0.015%
2/17/2026 Advisory Services Network LLC27,472$643K0.0%+89.8%0.018%
2/17/2026 Captrust Financial Advisors590,443$13.82M0.0%+15.4%0.388%
2/17/2026 Peloton Wealth Strategists375,595$8.79M3.4%+9.8%0.247%
2/16/202610Elms LLP34,070$797K0.7%+5.3%0.022%
2/13/2026 Integrated Wealth Concepts LLC52,295$1.22M0.0%+28.6%0.034%
2/12/2026 Reliant Wealth Planning49,407$1.16M0.4%+28.1%0.032%
2/12/2026Godshalk Welsh Capital Management Inc.99,900$2.34M1.3%+50.3%0.066%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

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2/12/2026 Lyell Wealth Management LP486,066$11.38M0.8%+21.7%0.319%
2/11/2026 Janney Montgomery Scott LLC287,074$6.72M0.0%-41.6%0.189%
2/11/2026 Motley Fool Wealth Management LLC611,729$14.32M1.1%-12.0%0.402%
2/11/2026 Parallel Advisors LLC279,096$6.58M0.1%+4.7%0.183%
2/10/2026 Sarver Vrooman Wealth Advisors12,867$301K0.2%+16.6%0.008%
2/10/2026 Spinnaker Trust304,717$7.13M0.4%+25.5%0.200%
2/9/2026 Cary Street Partners Financial LLC60,761$1.42M0.0%+11.8%0.040%
2/6/2026 FourThought Financial Partners LLC89,377$2.09M0.2%+35.2%0.059%
2/5/2026 Arrow Financial Corp603,395$14.12M1.4%+0.2%0.397%
2/5/2026 High Note Wealth LLC4,470$105K0.0%N/A0.003%
2/5/2026 Beese Fulmer Investment Management Inc.123,418$2.89M0.2%+14.0%0.081%
2/4/2026 Atlantic Union Bankshares Corp239,187$5.60M0.1%-2.2%0.157%
2/4/2026 Valley Wealth Managers Inc.32,661$764K0.0%+13.5%0.021%
2/3/2026 BOKF NA5,386$126K0.0%N/A0.004%
2/3/2026 Heartland Bank & Trust Co29,604$693K0.3%+58.2%0.019%
1/30/2026 First Fiduciary Investment Counsel Inc.60,345$1.41M0.3%+18.1%0.040%
1/29/2026 First National Bank & Trust Co. of Newtown163,590$3.83M0.7%+2.3%0.108%
1/27/2026 Belpointe Asset Management LLC88,582$2.07M0.1%+22.9%0.058%
1/26/2026 Provenance Wealth Advisors LLC13,527$317K0.0%-37.2%0.009%
1/23/2026 Farther Finance Advisors LLC41,335$967K0.0%+152.6%0.027%
1/23/2026 Curbstone Financial Management Corp27,542$645K0.1%N/A0.018%
1/22/2026 Newman Dignan & Sheerar Inc.182,489$4.27M0.9%+4.3%0.121%
1/21/2026 Ledyard National Bank16,270$381K0.0%+2.8%0.011%
1/21/2026 Prime Capital Investment Advisors LLC13,979$327K0.0%+20.4%0.009%
1/21/2026 Flagship Harbor Advisors LLC5,625$132K0.0%N/A0.004%
1/21/2026 Crews Bank & Trust125,550$2.94M0.4%+17.8%0.083%
1/20/2026 Princeton Global Asset Management LLC26,534$621K0.1%+65.1%0.018%
1/20/2026 Blue Square Asset Management LLC40,405$946K0.4%-1.7%0.027%
1/15/2026 Rebalance LLC435,397$10.19M0.6%+1.6%0.293%
1/14/2026 Praetorian Wealth Management Inc.270,419$6.33M1.3%+10.5%0.182%
1/12/2026 RVW Wealth LLC1,059,999$24.81M1.9%+12.8%0.717%
1/9/2026 Montecito Bank & Trust39,620$927K0.1%+25.3%0.027%
1/8/2026 Adirondack Trust Co.122,958$2.88M0.9%+11.0%0.084%
1/7/2026 Harbor Investment Advisory LLC65,092$1.52M0.1%+164.2%0.045%
1/5/2026 Burkett Financial Services LLC2,100$49K0.0%N/A0.001%
1/5/2026 GAMMA Investing LLC5,284$124K0.0%+9.4%0.004%
1/1/2026 JPMorgan Chase & Co.160,004$3.76M0.0%+201.9%0.122%
12/15/2025 Farmers National Bank43,216$1.01M0.2%+6.5%0.033%
12/2/2025 IFP Advisors Inc220,733$5.18M0.1%-4.1%0.169%
11/19/2025 Captrust Financial Advisors511,634$12.01M0.0%+26.9%0.391%
11/17/2025 Peloton Wealth Strategists342,150$8.03M3.2%+0.2%0.261%
11/17/2025American Trust22,865$537K0.0%N/A0.017%
11/17/2025United Capital Financial Advisors LLC115,377$2.71M0.0%+23.3%0.088%
11/17/2025 Integrated Wealth Concepts LLC40,678$955K0.0%+6.2%0.031%
11/17/2025Flow Traders U.S. LLC8,802$207K0.0%N/A0.007%
11/17/2025Ameriprise Financial Inc.965,631$22.66M0.0%-31.3%0.737%
11/14/2025Ancora Advisors LLC15,505$364K0.0%-7.6%0.012%
11/13/2025 Beese Fulmer Investment Management Inc.108,260$2.54M0.2%+11.7%0.083%
11/13/2025 FourThought Financial Partners LLC66,100$1.55M0.1%+134.0%0.050%
11/13/2025 Parallel Advisors LLC266,511$6.26M0.1%+4.4%0.204%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
11/12/202510Elms LLP32,370$760K0.7%+15.4%0.025%
11/12/2025 Mosaic Family Wealth Partners LLC11,102$261K0.0%+5.5%0.008%
11/10/2025 Cary Street Partners Financial LLC54,341$1.28M0.0%+3.9%0.041%
11/10/2025 Thoroughbred Financial Services LLC27,175$637K0.0%+20.3%0.021%
11/10/2025 American Money Management LLC8,542$200K0.0%N/A0.007%
11/10/2025 Dearborn Partners LLC26,137$613K0.0%+7.5%0.020%
11/10/2025 Heartland Bank & Trust Co18,718$439K0.2%+16.3%0.014%
11/7/2025 JPMorgan Chase & Co.160,004$3.76M0.0%+201.9%0.122%
11/6/2025 Lyell Wealth Management LP399,233$9.37M0.7%+9.2%0.305%
11/5/2025 Ledyard National Bank15,820$371K0.0%N/A0.012%


IBDU Institutional Ownership - Frequently Asked Questions

During the previous two years, 88 institutional investors and hedge funds held shares of iShares iBonds Dec 2029 Term Corporate ETF. The most heavily invested institutionals were RVW Wealth LLC ($28.04M), Ameriprise Financial Inc. ($22.66M), Motley Fool Wealth Management LLC ($14.32M), Arrow Financial Corp ($14.12M), Captrust Financial Advisors ($13.82M), Lyell Wealth Management LP ($11.38M), and Rebalance LLC ($10.19M).Learn more on iShares iBonds Dec 2029 Term Corporate ETF's institutional investors.

Of the 82 institutional investors that purchased iShares iBonds Dec 2029 Term Corporate ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: RVW Wealth LLC ($1.05M), Motley Fool Wealth Management LLC ($813.57K), Captrust Financial Advisors ($501.40K), JPMorgan Chase & Co. ($454.96K), Rebalance LLC ($435.40K), Spinnaker Trust ($379.49K), and Confluence Investment Management LLC ($254.74K).

Institutional investors have bought a total of 2,432,679 shares in the last 24 months. This purchase volume represents approximately $56.91M in transactions.

Of the 14 institutional investors that sold iShares iBonds Dec 2029 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. ($1.31M), Janney Montgomery Scott LLC ($308.33K), NewEdge Advisors LLC ($279.87K), Motley Fool Wealth Management LLC ($83.76K), First National Bank & Trust Co. of Newtown ($62.30K), GAMMA Investing LLC ($29.01K), and Atlantic Union Bankshares Corp ($14.87K).

Institutional investors have sold a total of 2,125,757 shares in the last 24 months. This volume of shares sold represents approximately $49.70M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:IBDU 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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