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

iShares iBonds Dec 2029 Term Corporate ETF logo
$23.11 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2029 Term Corporate ETF (NYSEARCA:IBDU)

Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$70.53M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$55.51M
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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
6/23/2026Ballast Advisors LLC1,736$40K0.0%N/A0.001%
6/8/2026Farmers National Bank44,709$1.04M0.2%+1.5%0.028%
5/19/2026McIlrath & Eck LLC9,752$227K0.0%+38.4%0.006%
5/19/2026Arkadios Wealth Advisors12,034$280K0.0%N/A0.008%
5/18/2026Reliant 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%
5/8/2026HORAN Wealth LLC22,465$526K0.0%N/A0.014%
5/7/2026Valley Wealth Managers Inc.36,675$853K0.1%+12.3%0.023%
5/6/2026MTM Investment Management LLC1,563$36K0.0%N/A0.001%
5/6/2026Heartland Bank & Trust Co148,493$3.45M0.8%+401.6%0.093%
5/6/2026Bessemer Group Inc.10,174$237K0.0%N/A0.006%
5/5/2026Beaumont Financial Advisors LLC51,362$1.20M0.1%N/A0.032%
5/5/2026Bank of New York Mellon Corp33,098$770K0.0%+105.6%0.021%
4/30/2026First National Bank & Trust Co. of Newtown101,290$2.36M0.5%-38.1%0.063%
4/30/2026Beacon Financial Group76,249$1.77M0.2%+3.2%0.048%
4/30/2026Mosaic Family Wealth Partners LLC22,570$525K0.1%+99.6%0.014%
4/28/2026Bogart Wealth LLC8,457$197K0.0%+48.6%0.005%
4/24/2026Harbor Investment Advisory LLC84,646$1.97M0.2%+30.0%0.053%
4/23/2026Spinnaker Trust410,790$9.56M0.5%+34.8%0.257%
4/22/2026Princeton Global Asset Management LLC29,435$685K0.1%+10.9%0.018%
4/22/2026Janney Montgomery Scott LLC183,465$4.27M0.0%-36.1%0.115%
4/21/2026ADG Wealth Management Group LLC25,425$591K0.4%N/A0.016%
4/20/2026Provenance Wealth Advisors LLC10,550$245K0.0%-22.0%0.007%
4/17/2026Roble Belko & Company Inc119,309$2.78M0.4%+174.7%0.074%
4/16/2026Montecito Bank & Trust47,169$1.10M0.2%+19.1%0.029%
3/16/2026Bank of New Hampshire41,590$973K0.2%-1.1%0.027%
3/12/2026Farmers National Bank44,068$1.03M0.2%+2.0%0.029%
2/18/2026NewEdge Advisors LLC35,617$834K0.0%-88.7%0.023%
2/18/2026American Trust23,448$549K0.0%+2.5%0.015%
2/17/2026Advisory Services Network LLC27,472$643K0.0%+89.8%0.018%
2/17/2026Captrust Financial Advisors590,443$13.82M0.0%+15.4%0.388%
2/17/2026Peloton Wealth Strategists375,595$8.79M3.4%+9.8%0.247%
2/16/202610Elms LLP34,070$797K0.7%+5.3%0.022%
2/13/2026Integrated Wealth Concepts LLC52,295$1.22M0.0%+28.6%0.034%
2/12/2026Reliant 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%
2/12/2026Lyell Wealth Management LP486,066$11.38M0.8%+21.7%0.319%
2/11/2026Janney Montgomery Scott LLC287,074$6.72M0.0%-41.6%0.189%
2/11/2026Motley Fool Wealth Management LLC611,729$14.32M1.1%-12.0%0.402%
2/11/2026Parallel Advisors LLC279,096$6.58M0.1%+4.7%0.183%
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2/10/2026 Sarver Vrooman Wealth Advisors12,867$301K0.2%+16.6%0.008%
2/10/2026Spinnaker Trust304,717$7.13M0.4%+25.5%0.200%
2/9/2026Cary Street Partners Financial LLC60,761$1.42M0.0%+11.8%0.040%
2/6/2026FourThought Financial Partners LLC89,377$2.09M0.2%+35.2%0.059%
2/5/2026Arrow Financial Corp603,395$14.12M1.4%+0.2%0.397%
2/5/2026High Note Wealth LLC4,470$105K0.0%N/A0.003%
2/5/2026Beese Fulmer Investment Management Inc.123,418$2.89M0.2%+14.0%0.081%
2/4/2026Atlantic Union Bankshares Corp239,187$5.60M0.1%-2.2%0.157%
2/4/2026Valley Wealth Managers Inc.32,661$764K0.0%+13.5%0.021%
2/3/2026BOKF NA5,386$126K0.0%N/A0.004%
2/3/2026Heartland Bank & Trust Co29,604$693K0.3%+58.2%0.019%
1/30/2026First Fiduciary Investment Counsel Inc.60,345$1.41M0.3%+18.1%0.040%
1/29/2026First National Bank & Trust Co. of Newtown163,590$3.83M0.7%+2.3%0.108%
1/27/2026Belpointe Asset Management LLC88,582$2.07M0.1%+22.9%0.058%
1/26/2026Provenance Wealth Advisors LLC13,527$317K0.0%-37.2%0.009%
1/23/2026Farther Finance Advisors LLC41,335$967K0.0%+152.6%0.027%
1/23/2026Curbstone Financial Management Corp27,542$645K0.1%N/A0.018%
1/22/2026Newman Dignan & Sheerar Inc.182,489$4.27M0.9%+4.3%0.121%
1/21/2026Ledyard National Bank16,270$381K0.0%+2.8%0.011%
1/21/2026Prime Capital Investment Advisors LLC13,979$327K0.0%+20.4%0.009%
1/21/2026Flagship Harbor Advisors LLC5,625$132K0.0%N/A0.004%
1/21/2026Crews Bank & Trust125,550$2.94M0.4%+17.8%0.083%
1/20/2026Princeton Global Asset Management LLC26,534$621K0.1%+65.1%0.018%
1/20/2026Blue Square Asset Management LLC40,405$946K0.4%-1.7%0.027%
1/15/2026Rebalance LLC435,397$10.19M0.6%+1.6%0.293%
1/14/2026Praetorian Wealth Management Inc.270,419$6.33M1.3%+10.5%0.182%
1/12/2026RVW Wealth LLC1,059,999$24.81M1.9%+12.8%0.717%
1/9/2026Montecito Bank & Trust39,620$927K0.1%+25.3%0.027%
1/8/2026Adirondack Trust Co.122,958$2.88M0.9%+11.0%0.084%
1/7/2026Harbor Investment Advisory LLC65,092$1.52M0.1%+164.2%0.045%
1/5/2026 Burkett Financial Services LLC2,100$49K0.0%N/A0.001%
1/5/2026GAMMA Investing LLC5,284$124K0.0%+9.4%0.004%
1/1/2026JPMorgan Chase & Co.160,004$3.76M0.0%+201.9%0.122%
12/15/2025Farmers National Bank43,216$1.01M0.2%+6.5%0.033%
12/2/2025IFP Advisors Inc220,733$5.18M0.1%-4.1%0.169%
11/19/2025Captrust Financial Advisors511,634$12.01M0.0%+26.9%0.391%
11/17/2025Peloton 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%
11/17/2025Integrated 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%
11/13/2025Beese Fulmer Investment Management Inc.108,260$2.54M0.2%+11.7%0.083%
11/13/2025FourThought Financial Partners LLC66,100$1.55M0.1%+134.0%0.050%
11/13/2025Parallel Advisors LLC266,511$6.26M0.1%+4.4%0.204%
11/12/202510Elms LLP32,370$760K0.7%+15.4%0.025%
11/12/2025Mosaic Family Wealth Partners LLC11,102$261K0.0%+5.5%0.008%
11/10/2025Cary Street Partners Financial LLC54,341$1.28M0.0%+3.9%0.041%
11/10/2025Thoroughbred Financial Services LLC27,175$637K0.0%+20.3%0.021%
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11/10/2025American Money Management LLC8,542$200K0.0%N/A0.007%
11/10/2025Dearborn Partners LLC26,137$613K0.0%+7.5%0.020%
11/10/2025Heartland Bank & Trust Co18,718$439K0.2%+16.3%0.014%
11/7/2025JPMorgan Chase & Co.160,004$3.76M0.0%+201.9%0.122%
11/6/2025Lyell Wealth Management LP399,233$9.37M0.7%+9.2%0.305%
11/5/2025Ledyard National Bank15,820$371K0.0%N/A0.012%
11/5/2025Spinnaker Trust242,880$5.70M0.3%+15.8%0.185%
11/5/2025Prime Capital Investment Advisors LLC11,606$272K0.0%N/A0.009%
11/4/2025Atlantic Union Bankshares Corp244,446$5.74M0.1%-3.8%0.187%
11/3/2025Belpointe Asset Management LLC72,075$1.69M0.1%+22.5%0.055%


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 ($24.81M), 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 83 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 ($991.86K), Motley Fool Wealth Management LLC ($813.57K), Captrust Financial Advisors ($501.40K), JPMorgan Chase & Co. ($454.96K), Rebalance LLC ($435.40K), Spinnaker Trust ($390.74K), and Lyell Wealth Management LP ($270.29K).

Institutional investors have bought a total of 3,015,664 shares in the last 24 months. This purchase volume represents approximately $70.53M in transactions.

Of the 15 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), JPMorgan Chase & Co. ($170.77K), Motley Fool Wealth Management LLC ($161.97K), First National Bank & Trust Co. of Newtown ($62.30K), and GAMMA Investing LLC ($29.01K).

Institutional investors have sold a total of 2,374,740 shares in the last 24 months. This volume of shares sold represents approximately $55.51M in transactions.


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