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iShares iBonds Dec 2030 Term Corporate ETF (IBDV) Institutional Ownership

iShares iBonds Dec 2030 Term Corporate ETF logo
$21.50 +0.05 (+0.21%)
As of 12:19 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV)

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$100.27M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$12.57M
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IBDV Institutional Buying and Selling by Quarter

iShares iBonds Dec 2030 Term Corporate ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2026 NBH Bank3,927$86K0.0%N/A0.003%
7/8/2026 Praetorian Wealth Management Inc.304,213$6.63M1.1%+2.2%0.207%
7/8/2026 RVW Wealth LLC1,309,276$28.54M1.9%+8.6%0.889%
7/7/2026 GAMMA Investing LLC8,866$193K0.0%+966.9%0.006%
7/7/2026 Harbor Investment Advisory LLC74,273$1.62M0.1%+39.8%0.050%
6/23/2026 Ballast Advisors LLC1,379$30K0.0%N/A0.001%
6/8/2026 Farmers National Bank49,859$1.09M0.2%+3.1%0.036%
6/3/2026 Parallel Advisors LLC373,595$8.18M0.1%+5.8%0.269%
5/21/2026 JDM Financial Group LLC4,883$107K0.0%-22.9%0.004%
5/19/2026 Arkadios Wealth Advisors21,566$472K0.0%+72.3%0.016%
5/18/2026 Reliant Wealth Planning37,677$825K0.2%+12.9%0.027%
5/13/2026 Godshalk Welsh Capital Management Inc.95,100$2.08M1.2%+54.4%0.069%
5/7/2026 Parallel Advisors LLC373,595$8.18M0.1%+5.8%0.269%
5/7/2026 Valley Wealth Managers Inc.11,782$258K0.0%+160.0%0.008%
5/6/2026 Heartland Bank & Trust Co17,667$387K0.1%+42.7%0.013%
5/6/2026 Bessemer Group Inc.10,934$239K0.0%N/A0.008%
5/5/2026 Bank of New York Mellon Corp31,441$688K0.0%+95.6%0.023%
4/30/2026 Beacon Financial Group80,196$1.76M0.2%+1.1%0.058%
4/30/2026 Mosaic Family Wealth Partners LLC16,275$356K0.0%+66.6%0.012%
4/28/2026 Bogart Wealth LLC9,732$213K0.0%+43.1%0.007%
4/28/2026 Ascentis Independent Advisors39,450$864K0.1%+152.9%0.029%
4/24/2026 Harbor Investment Advisory LLC53,124$1.16M0.1%+53.4%0.038%
4/23/2026 Spinnaker Trust133,607$2.93M0.2%+75.6%0.097%
4/22/2026 Princeton Global Asset Management LLC16,362$358K0.1%+12.1%0.012%
4/22/2026 Janney Montgomery Scott LLC541,787$11.86M0.0%+20.1%0.393%
4/17/2026 Roble Belko & Company Inc102,380$2.24M0.3%+287.8%0.074%
4/16/2026 Montecito Bank & Trust53,009$1.16M0.2%+16.8%0.038%
3/16/2026 Bank of New Hampshire50,035$1.10M0.2%+11.3%0.039%
3/12/2026 Farmers National Bank48,343$1.07M0.2%+3.9%0.037%
2/18/2026 NewEdge Advisors LLC1,134,774$25.04M0.1%+19.5%0.874%
2/18/2026 American Trust17,291$382K0.0%+3.6%0.013%
2/17/2026 Advisory Services Network LLC21,381$472K0.0%+5.9%0.016%
2/17/2026 Captrust Financial Advisors467,361$10.32M0.0%+1,050.5%0.360%
2/17/2026 Peloton Wealth Strategists359,850$7.94M3.1%+21.5%0.277%
2/16/2026 10Elms LLP27,641$610K0.6%+6.6%0.021%
2/13/2026 Arkadios Wealth Advisors12,517$276K0.0%+11.8%0.010%
2/12/2026 Reliant Wealth Planning33,366$736K0.2%+101.5%0.026%
2/12/2026 Godshalk Welsh Capital Management Inc.61,600$1.36M0.8%+61.7%0.047%
2/12/2026 Lyell Wealth Management LP452,987$10.00M0.7%+21.7%0.349%
2/11/2026 Janney Montgomery Scott LLC451,164$9.96M0.0%+8.2%0.347%
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2/11/2026 Dearborn Partners LLC27,594$609K0.0%N/A0.021%
2/11/2026 Parallel Advisors LLC353,005$7.79M0.1%+28.1%0.272%
2/10/2026 Sarver Vrooman Wealth Advisors10,958$242K0.1%+19.4%0.008%
2/10/2026 Spinnaker Trust76,090$1.68M0.1%+25.8%0.059%
2/10/2026 Thoroughbred Financial Services LLC20,564$453K0.0%-19.4%0.016%
2/9/2026 Cary Street Partners Financial LLC20,279$448K0.0%-3.2%0.016%
2/9/2026 Sterling Investment Advisors Ltd.9,660$213K0.0%N/A0.007%
2/6/2026 Gradient Capital Advisors LLC29,999$662K0.2%+1.9%0.023%
2/6/2026 FourThought Financial Partners LLC93,926$2.07M0.2%+90.3%0.072%
2/5/2026 Arrow Financial Corp667,192$14.73M1.5%+3.6%0.514%
2/5/2026 High Note Wealth LLC1,130$25K0.0%N/A0.001%
2/5/2026 Beese Fulmer Investment Management Inc.109,615$2.42M0.1%+146.4%0.084%
2/4/2026 Atlantic Union Bankshares Corp362,828$8.01M0.1%+37.1%0.277%
2/4/2026 Valley Wealth Managers Inc.4,531$100K0.0%+240.4%0.003%
2/3/2026 Oak Family Advisors LLC17,203$380K0.1%+73.6%0.013%
2/3/2026 BOKF NA3,091$68K0.0%N/A0.002%
2/3/2026 Heartland Bank & Trust Co12,382$273K0.1%N/A0.009%
1/30/2026 Bogart Wealth LLC6,802$150K0.0%+11.1%0.005%
1/30/2026 First Fiduciary Investment Counsel Inc.51,600$1.14M0.2%N/A0.040%
1/26/2026 Provenance Wealth Advisors LLC8,148$180K0.0%-61.6%0.006%
1/23/2026 Farther Finance Advisors LLC44,570$984K0.0%+40.5%0.035%
1/22/2026 Newman Dignan & Sheerar Inc.31,983$706K0.1%+12.0%0.025%
1/21/2026 Flagship Harbor Advisors LLC5,975$132K0.0%N/A0.005%
1/21/2026 Crews Bank & Trust76,460$1.69M0.2%+50.8%0.060%
1/20/2026 Princeton Global Asset Management LLC14,600$322K0.1%+167.8%0.011%
1/20/2026 Blue Square Asset Management LLC37,128$819K0.4%-1.2%0.029%
1/15/2026 Rebalance LLC459,388$10.14M0.6%N/A0.364%
1/14/2026 Praetorian Wealth Management Inc.277,002$6.11M1.2%+8.4%0.219%
1/12/2026 RVW Wealth LLC1,113,152$24.57M1.9%N/A0.890%
1/9/2026 Montecito Bank & Trust45,366$1.00M0.2%+33.5%0.037%
1/8/2026 Adirondack Trust Co.132,826$2.93M1.0%+14.8%0.107%
1/7/2026 Harbor Investment Advisory LLC34,627$764K0.1%+171.6%0.028%
1/1/2026 JPMorgan Chase & Co.304,382$6.74M0.0%+162.4%0.297%
12/15/2025 Farmers National Bank46,532$1.03M0.2%+6.3%0.045%
12/2/2025 IFP Advisors Inc126,691$2.81M0.1%-5.3%0.124%
11/18/2025 Reliant Wealth Planning16,557$367K0.1%+5.2%0.016%
11/17/2025 Peloton Wealth Strategists296,250$6.56M2.6%+2.5%0.289%
11/17/2025 NewEdge Advisors LLC949,500$21.03M0.1%+37.9%0.926%
11/17/2025 American Trust16,684$370K0.0%N/A0.016%
11/17/2025 United Capital Financial Advisors LLC81,590$1.81M0.0%+6.5%0.080%
11/17/2025 Integrated Wealth Concepts LLC42,243$936K0.0%+13.2%0.041%
11/17/2025 Ameriprise Financial Inc.593,430$13.14M0.0%-46.6%0.579%
11/13/2025 Beese Fulmer Investment Management Inc.44,489$985K0.1%+58.1%0.043%
11/13/2025 FourThought Financial Partners LLC49,365$1.09M0.1%+192.7%0.048%
11/13/2025 Parallel Advisors LLC275,562$6.10M0.1%+3.7%0.269%
11/12/2025 10Elms LLP25,941$575K0.5%+29.4%0.025%
11/12/2025 Mosaic Family Wealth Partners LLC9,620$213K0.0%N/A0.009%
11/10/2025 Cary Street Partners Financial LLC20,954$464K0.0%+8.2%0.020%
11/10/2025 Thoroughbred Financial Services LLC25,529$565K0.0%-3.4%0.025%
11/7/2025 JPMorgan Chase & Co.304,382$6.74M0.0%+162.4%0.297%
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11/6/2025 Lyell Wealth Management LP372,226$8.25M0.6%+11.7%0.363%
11/5/2025 Spinnaker Trust60,504$1.34M0.1%+33.6%0.059%
11/4/2025 Atlantic Union Bankshares Corp264,703$5.86M0.1%+1.5%0.258%
11/3/2025 Belpointe Asset Management LLC30,213$669K0.0%-15.6%0.029%
10/31/2025 Bank of Jackson Hole Trust3,927$87K0.0%-12.4%0.004%
10/30/2025 CNB Bank2,905$64K0.0%N/A0.003%
10/29/2025 Arkadios Wealth Advisors11,195$248K0.0%+12.2%0.011%
10/28/2025 Leavell Investment Management Inc.16,865$374K0.0%+29.8%0.017%
10/28/2025 Blue Square Asset Management LLC37,593$833K0.4%N/A0.037%
10/27/2025 Harbor Investment Advisory LLC12,750$282K0.0%+61.2%0.013%


IBDV Institutional Ownership - Frequently Asked Questions

During the previous two years, 79 institutional investors and hedge funds held shares of iShares iBonds Dec 2030 Term Corporate ETF. The most heavily invested institutionals were RVW Wealth LLC ($28.54M), NewEdge Advisors LLC ($25.04M), Arrow Financial Corp ($14.73M), Buffington Mohr McNeal ($13.78M), Ameriprise Financial Inc. ($13.14M), Janney Montgomery Scott LLC ($11.86M), and Captrust Financial Advisors ($10.32M).Learn more on iShares iBonds Dec 2030 Term Corporate ETF's institutional investors.

Of the 74 institutional investors that purchased iShares iBonds Dec 2030 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 ($1.22M), NewEdge Advisors LLC ($562.18K), Rebalance LLC ($459.39K), Captrust Financial Advisors ($432.84K), JPMorgan Chase & Co. ($376.74K), Atlantic Union Bankshares Corp ($362.83K), and Confluence Investment Management LLC ($282.30K).

Institutional investors have bought a total of 4,544,632 shares in the last 24 months. This purchase volume represents approximately $100.27M in transactions.

Of the 11 institutional investors that sold iShares iBonds Dec 2030 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. ($517.35K), Arrow Financial Corp ($14.09K), Provenance Wealth Advisors LLC ($13.08K), IFP Advisors Inc ($7.16K), Thoroughbred Financial Services LLC ($5.86K), Belpointe Asset Management LLC ($5.60K), and Oak Family Advisors LLC ($1.50K).

Institutional investors have sold a total of 567,771 shares in the last 24 months. This volume of shares sold represents approximately $12.57M in transactions.


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Institutional ownership data for NYSEARCA:IBDV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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