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

iShares iBonds Dec 2030 Term Corporate ETF logo
$21.15 -0.01 (-0.05%)
Closing price 04:10 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)
$99.46M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$14.52M
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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
10/10/2026Valley Wealth Managers Inc.14,050$297K0.0%-10.7%0.009%
10/9/2026Bullock Wealth Management Group72,693$1.53M0.6%+4.9%0.047%
10/9/2026GAMMA Investing LLC10,285$217K0.0%+16.0%0.007%
10/8/2026Farther Finance Advisors LLC44,440$939K0.0%-10.7%0.029%
10/6/2026RVW Wealth LLC1,224,215$25.88M1.7%-6.5%0.789%
10/1/2026 Montecito Bank & Trust59,289$1.25M0.2%+2.9%0.038%
9/9/2026Roble Belko & Company Inc113,743$2.48M0.3%+11.1%0.075%
8/22/2026NBH Bank3,927$86K0.0%N/A0.003%
7/8/2026Praetorian Wealth Management Inc.304,213$6.63M1.1%+2.2%0.207%
7/8/2026RVW Wealth LLC1,309,276$28.54M1.9%+8.6%0.889%
7/7/2026GAMMA Investing LLC8,866$193K0.0%+966.9%0.006%
7/7/2026Harbor Investment Advisory LLC74,273$1.62M0.1%+39.8%0.050%
6/23/2026Ballast Advisors LLC1,379$30K0.0%N/A0.001%
6/8/2026Farmers National Bank49,859$1.09M0.2%+3.1%0.036%
6/3/2026Parallel Advisors LLC373,595$8.18M0.1%+5.8%0.269%
5/21/2026JDM Financial Group LLC4,883$107K0.0%-22.9%0.004%
5/19/2026Arkadios Wealth Advisors21,566$472K0.0%+72.3%0.016%
5/18/2026Reliant Wealth Planning37,677$825K0.2%+12.9%0.027%
5/13/2026Godshalk Welsh Capital Management Inc.95,100$2.08M1.2%+54.4%0.069%
5/7/2026Parallel Advisors LLC373,595$8.18M0.1%+5.8%0.269%
5/7/2026Valley Wealth Managers Inc.11,782$258K0.0%+160.0%0.008%
5/6/2026Heartland Bank & Trust Co17,667$387K0.1%+42.7%0.013%
5/6/2026Bessemer Group Inc.10,934$239K0.0%N/A0.008%
5/5/2026Bank of New York Mellon Corp31,441$688K0.0%+95.6%0.023%
4/30/2026Beacon Financial Group80,196$1.76M0.2%+1.1%0.058%
4/30/2026Mosaic Family Wealth Partners LLC16,275$356K0.0%+66.6%0.012%
4/28/2026Bogart Wealth LLC9,732$213K0.0%+43.1%0.007%
4/28/2026Ascentis Independent Advisors39,450$864K0.1%+152.9%0.029%
4/24/2026Harbor Investment Advisory LLC53,124$1.16M0.1%+53.4%0.038%
4/23/2026Spinnaker Trust133,607$2.93M0.2%+75.6%0.097%
4/22/2026Princeton Global Asset Management LLC16,362$358K0.1%+12.1%0.012%
4/22/2026Janney Montgomery Scott LLC541,787$11.86M0.0%+20.1%0.393%
4/17/2026Roble 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%
3/16/2026Bank of New Hampshire50,035$1.10M0.2%+11.3%0.039%
3/12/2026Farmers National Bank48,343$1.07M0.2%+3.9%0.037%
2/18/2026NewEdge Advisors LLC1,134,774$25.04M0.1%+19.5%0.874%
2/18/2026American Trust17,291$382K0.0%+3.6%0.013%
2/17/2026Advisory Services Network LLC21,381$472K0.0%+5.9%0.016%
2/17/2026Captrust Financial Advisors467,361$10.32M0.0%+1,050.5%0.360%
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2/17/2026Peloton Wealth Strategists359,850$7.94M3.1%+21.5%0.277%
2/16/202610Elms LLP27,641$610K0.6%+6.6%0.021%
2/13/2026Arkadios Wealth Advisors12,517$276K0.0%+11.8%0.010%
2/12/2026Reliant Wealth Planning33,366$736K0.2%+101.5%0.026%
2/12/2026Godshalk Welsh Capital Management Inc.61,600$1.36M0.8%+61.7%0.047%
2/12/2026Lyell Wealth Management LP452,987$10.00M0.7%+21.7%0.349%
2/11/2026Janney Montgomery Scott LLC451,164$9.96M0.0%+8.2%0.347%
2/11/2026Dearborn Partners LLC27,594$609K0.0%N/A0.021%
2/11/2026Parallel Advisors LLC353,005$7.79M0.1%+28.1%0.272%
2/10/2026 Sarver Vrooman Wealth Advisors10,958$242K0.1%+19.4%0.008%
2/10/2026Spinnaker Trust76,090$1.68M0.1%+25.8%0.059%
2/10/2026Thoroughbred Financial Services LLC20,564$453K0.0%-19.4%0.016%
2/9/2026Cary Street Partners Financial LLC20,279$448K0.0%-3.2%0.016%
2/9/2026Sterling Investment Advisors Ltd.9,660$213K0.0%N/A0.007%
2/6/2026Gradient Capital Advisors LLC29,999$662K0.2%+1.9%0.023%
2/6/2026FourThought Financial Partners LLC93,926$2.07M0.2%+90.3%0.072%
2/5/2026Arrow Financial Corp667,192$14.73M1.5%+3.6%0.514%
2/5/2026High Note Wealth LLC1,130$25K0.0%N/A0.001%
2/5/2026Beese Fulmer Investment Management Inc.109,615$2.42M0.1%+146.4%0.084%
2/4/2026Atlantic Union Bankshares Corp362,828$8.01M0.1%+37.1%0.277%
2/4/2026Valley Wealth Managers Inc.4,531$100K0.0%+240.4%0.003%
2/3/2026Oak Family Advisors LLC17,203$380K0.1%+73.6%0.013%
2/3/2026BOKF NA3,091$68K0.0%N/A0.002%
2/3/2026Heartland Bank & Trust Co12,382$273K0.1%N/A0.009%
1/30/2026Bogart Wealth LLC6,802$150K0.0%+11.1%0.005%
1/30/2026First Fiduciary Investment Counsel Inc.51,600$1.14M0.2%N/A0.040%
1/26/2026Provenance Wealth Advisors LLC8,148$180K0.0%-61.6%0.006%
1/23/2026Farther Finance Advisors LLC44,570$984K0.0%+40.5%0.035%
1/22/2026Newman Dignan & Sheerar Inc.31,983$706K0.1%+12.0%0.025%
1/21/2026Flagship Harbor Advisors LLC5,975$132K0.0%N/A0.005%
1/21/2026Crews Bank & Trust76,460$1.69M0.2%+50.8%0.060%
1/20/2026Princeton Global Asset Management LLC14,600$322K0.1%+167.8%0.011%
1/20/2026Blue Square Asset Management LLC37,128$819K0.4%-1.2%0.029%
1/15/2026Rebalance LLC459,388$10.14M0.6%N/A0.364%
1/14/2026Praetorian Wealth Management Inc.277,002$6.11M1.2%+8.4%0.219%
1/12/2026RVW Wealth LLC1,113,152$24.57M1.9%N/A0.890%
1/9/2026 Montecito Bank & Trust45,366$1.00M0.2%+33.5%0.037%
1/8/2026Adirondack Trust Co.132,826$2.93M1.0%+14.8%0.107%
1/7/2026Harbor Investment Advisory LLC34,627$764K0.1%+171.6%0.028%
1/1/2026JPMorgan Chase & Co.304,382$6.74M0.0%+162.4%0.297%
12/15/2025Farmers National Bank46,532$1.03M0.2%+6.3%0.045%
12/2/2025IFP Advisors Inc126,691$2.81M0.1%-5.3%0.124%
11/18/2025Reliant Wealth Planning16,557$367K0.1%+5.2%0.016%
11/17/2025Peloton Wealth Strategists296,250$6.56M2.6%+2.5%0.289%
11/17/2025NewEdge Advisors LLC949,500$21.03M0.1%+37.9%0.926%
11/17/2025American Trust16,684$370K0.0%N/A0.016%
11/17/2025United Capital Financial Advisors LLC81,590$1.81M0.0%+6.5%0.080%
11/17/2025Integrated Wealth Concepts LLC42,243$936K0.0%+13.2%0.041%
11/17/2025Ameriprise Financial Inc.593,430$13.14M0.0%-46.6%0.579%
11/13/2025Beese Fulmer Investment Management Inc.44,489$985K0.1%+58.1%0.043%
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11/13/2025FourThought Financial Partners LLC49,365$1.09M0.1%+192.7%0.048%
11/13/2025Parallel Advisors LLC275,562$6.10M0.1%+3.7%0.269%
11/12/202510Elms LLP25,941$575K0.5%+29.4%0.025%
11/12/2025Mosaic Family Wealth Partners LLC9,620$213K0.0%N/A0.009%
11/10/2025Cary Street Partners Financial LLC20,954$464K0.0%+8.2%0.020%
11/10/2025Thoroughbred Financial Services LLC25,529$565K0.0%-3.4%0.025%
11/7/2025JPMorgan Chase & Co.304,382$6.74M0.0%+162.4%0.297%
11/6/2025Lyell Wealth Management LP372,226$8.25M0.6%+11.7%0.363%
11/5/2025Spinnaker Trust60,504$1.34M0.1%+33.6%0.059%
11/4/2025Atlantic Union Bankshares Corp264,703$5.86M0.1%+1.5%0.258%


IBDV Institutional Ownership - Frequently Asked Questions

During the previous two years, 80 institutional investors and hedge funds held shares of iShares iBonds Dec 2030 Term Corporate ETF. The most heavily invested institutionals were RVW Wealth LLC ($25.88M), 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 75 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 4,508,699 shares in the last 24 months. This purchase volume represents approximately $99.46M in transactions.

Of the 14 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), RVW Wealth LLC ($85.06K), Arrow Financial Corp ($14.09K), Provenance Wealth Advisors LLC ($13.08K), IFP Advisors Inc ($7.16K), Thoroughbred Financial Services LLC ($5.86K), and Belpointe Asset Management LLC ($5.60K).

Institutional investors have sold a total of 659,842 shares in the last 24 months. This volume of shares sold represents approximately $14.52M 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 10/10/2026. New 13F filings are added each quarter as they're published.
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