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iShares iBonds Dec 2031 Term Corporate ETF (IBDW) Institutional Ownership

iShares iBonds Dec 2031 Term Corporate ETF logo
$20.82 -0.01 (-0.02%)
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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2031 Term Corporate ETF (NYSEARCA:IBDW)

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$62.03M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.74M
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IBDW Institutional Buying and Selling by Quarter

iShares iBonds Dec 2031 Term Corporate ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025Adirondack Trust Co.120,993$2.54M0.9%+8.6%0.161%
7/9/2025 Praetorian Wealth Management Inc.211,570$4.45M1.0%+42.3%0.281%
7/9/2025 Lbmc Investment Advisors LLC81,724$1.72M0.1%N/A0.109%
7/9/2025 Bank of New Hampshire46,490$978K0.2%+17.0%0.062%
7/9/2025 Sarver Vrooman Wealth Advisors2,150,445$45.25M30.1%+1.0%2.860%
7/8/2025 Parallel Advisors LLC255,333$5.37M0.1%+7.7%0.340%
7/1/2025 Confluence Investment Management LLC487,502$10.26M0.1%-0.6%0.651%
5/16/2025Peloton Wealth Strategists199,350$4.14M1.7%+17.3%0.282%
5/16/2025NewEdge Advisors LLC945,737$19.62M0.1%-1.8%1.337%
5/16/2025Integrated Wealth Concepts LLC28,640$594K0.0%+5.4%0.040%
5/12/2025Motley Fool Wealth Management LLC646,620$13.42M0.8%-4.8%0.914%
5/9/2025Cary Street Partners Financial LLC14,307$297K0.0%+6.5%0.020%
5/9/2025Cheviot Value Management LLC231,971$4.78M0.6%N/A0.328%
5/8/2025Lyell Wealth Management LP243,975$5.06M0.5%+3.0%0.345%
5/8/2025Roble Belko & Company Inc20,992$436K0.1%+5.7%0.030%
5/5/2025Arrow Financial Corp699,516$14.52M1.6%-0.4%0.989%
5/5/2025Gradient Capital Advisors LLC39,388$817K0.3%+5.0%0.056%
4/28/2025Buffington Mohr McNeal673,998$13.99M2.8%+1.8%0.957%
4/28/2025First Horizon Advisors Inc.3,918$81K0.0%N/A0.006%
4/22/2025Cambridge Investment Research Advisors Inc.23,751$493K0.0%+51.2%0.034%
4/22/2025Crews Bank & Trust11,700$243K0.0%+160.0%0.017%
4/17/2025Janney Montgomery Scott LLC366,578$7.61M0.0%+3.4%0.520%
4/16/2025 Praetorian Wealth Management Inc.148,695$3.09M0.8%+296.8%0.211%
4/14/2025 Bank of New Hampshire39,740$825K0.2%+7.4%0.056%
4/11/2025Princeton Global Asset Management LLC7,270$151K0.0%+9.5%0.010%
4/8/2025 Parallel Advisors LLC237,022$4.92M0.1%-6.9%0.342%
4/3/2025Adirondack Trust Co.111,414$2.31M0.9%+10.4%0.161%
4/1/2025 Confluence Investment Management LLC490,577$10.18M0.1%-1.2%0.708%
2/18/202510Elms LLP2,000$41K0.0%N/A0.005%
2/17/2025Captrust Financial Advisors40,672$828K0.0%-4.9%0.102%
2/17/2025Cary Street Partners Financial LLC13,430$273K0.0%N/A0.034%
2/17/2025Ameriprise Financial Inc.792,563$16.14M0.0%+137.3%1.986%
2/14/2025Arrow Financial Corp702,409$14.29M1.4%+3.3%1.760%
2/13/2025United Capital Financial Advisors LLC70,431$1.43M0.0%+9.2%0.177%
2/12/2025Motley Fool Wealth Management LLC679,423$13.80M0.7%N/A1.703%
2/11/2025Sandy Spring Bank254,265$5.17M0.2%+4.3%0.637%
2/10/2025 Parallel Advisors LLC254,468$5.18M0.1%+19.5%0.638%
2/7/2025Dorsey & Whitney Trust CO LLC22,000$448K0.0%+25.7%0.055%
2/6/2025Jones Financial Companies Lllp12,472$254K0.0%+101.6%0.031%
2/5/2025Peloton Wealth Strategists170,000$3.46M1.4%+15.1%0.426%
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2/3/2025Centricity Wealth Management LLC26,290$535K0.5%N/A0.066%
2/3/2025Lyell Wealth Management LP236,975$4.82M0.4%+42.9%0.594%
1/30/2025Newman Dignan & Sheerar Inc.16,000$326K0.1%+8.3%0.040%
1/30/2025Bogart Wealth LLC5,248$107K0.0%N/A0.013%
1/29/2025Gradient Capital Advisors LLC37,516$763K0.2%+8.3%0.094%
1/23/2025RVW Wealth LLC13,680$278K0.0%N/A0.034%
1/23/2025Crews Bank & Trust4,500$92K0.0%N/A0.011%
1/22/2025Buffington Mohr McNeal661,768$13.47M2.2%+3.0%1.659%
1/21/2025Archford Capital Strategies LLC112,738$2.29M0.3%-1.2%0.283%
1/17/2025Adirondack Trust Co.100,915$2.05M0.8%+80.4%0.253%
1/17/2025Janney Montgomery Scott LLC354,593$7.22M0.0%+5.2%0.889%
1/16/2025First United Bank & Trust2,307$47K0.0%N/A0.006%
1/14/2025Roble Belko & Company Inc19,865$404K0.1%+32.5%0.050%
1/10/2025 Praetorian Wealth Management Inc.37,475$763K0.2%N/A0.094%
1/7/2025 Bank of New Hampshire37,015$753K0.2%+22.7%0.093%
1/2/2025 Confluence Investment Management LLC496,614$10.11M0.1%+0.6%1.245%
11/15/2024Peloton Wealth Strategists147,700$3.13M1.2%+23.1%0.370%
11/15/2024Integrated Wealth Concepts LLC26,762$568K0.0%+9.2%0.067%
11/14/2024Captrust Financial Advisors42,782$908K0.0%+17.2%0.107%
11/4/2024Arrow Financial Corp679,681$14.42M1.3%+1.3%1.703%
10/31/2024 Confluence Investment Management LLC493,656$10.48M0.1%N/A1.237%
10/31/2024Montecito Bank & Trust36,579$776K0.1%+47.1%0.092%
10/29/2024Janney Montgomery Scott LLC337,146$7.15M0.0%+5.8%0.845%
10/29/2024Princeton Global Asset Management LLC6,562$139K0.0%+112.4%0.016%
10/29/2024Farther Finance Advisors LLC4,334$92K0.0%N/A0.011%
10/23/2024Lyell Wealth Management LP165,800$3.52M0.3%+501.8%0.416%
10/16/2024Buffington Mohr McNeal642,523$13.63M2.2%+4.0%1.610%
10/9/2024Adirondack Trust Co.55,942$1.19M0.5%+43.8%0.140%
8/28/2024Farmers National Bank33,468$679K0.2%+8.9%0.084%
8/15/2024Peloton Wealth Strategists120,000$2.44M1.0%+10.6%0.301%
8/8/2024Lyell Wealth Management LP27,550$559K0.1%+42.9%0.069%
8/8/2024 Parallel Advisors LLC135,011$2.74M0.1%+7.6%0.338%
7/30/2024Arrow Financial Corp670,910$13.61M1.3%+2.3%1.681%
7/18/2024Timber Creek Capital Management LLC25,963$527K0.2%-2.0%0.065%
7/17/2024Montecito Bank & Trust24,873$505K0.1%+66.6%0.062%
7/17/2024Archford Capital Strategies LLC116,283$2.36M0.4%+4.7%0.291%
7/15/2024Newman Dignan & Sheerar Inc.10,685$217K0.1%N/A0.027%
7/11/2024Buffington Mohr McNeal617,686$12.53M2.2%+2.0%1.548%
7/9/2024Adirondack Trust Co.38,893$789K0.3%-42.5%0.097%
7/1/2024 Bank of New Hampshire30,175$612K0.2%-1.9%0.076%
5/21/2024Arrow Financial Corp655,960$13.44M1.3%+3.4%1.644%
5/17/2024Comerica Bank26,462$542K0.0%+64.9%0.066%
5/1/2024Janney Montgomery Scott LLC290,725$5.96M0.0%+15.9%0.744%
4/24/2024Archford Capital Strategies LLC111,060$2.28M0.4%+5.4%0.284%
4/18/2024Buffington Mohr McNeal605,621$12.41M2.2%+11.4%3.204%
4/17/2024Gradient Capital Advisors LLC32,827$673K0.2%+25.4%0.174%
4/11/2024Roble Belko & Company Inc10,261$210K0.0%+37.9%0.054%
4/10/2024 Bank of New Hampshire30,775$631K0.2%+23.6%0.163%
4/9/2024Montecito Bank & Trust14,934$306K0.1%N/A0.079%
4/9/2024Adirondack Trust Co.67,691$1.39M0.6%+8.3%0.358%
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4/3/2024Timber Creek Capital Management LLC26,489$543K0.2%+3.2%0.140%
3/29/2024Adirondack Trust Co.62,516$1.27M0.6%+66.3%0.331%
2/16/2024Peloton Wealth Strategists102,500$2.13M0.9%+192.9%0.542%
2/12/2024Arrow Financial Corp634,199$13.17M1.4%+9.8%3.356%
2/12/2024 Parallel Advisors LLC71,830$1.49M0.0%N/A0.380%
2/8/2024Janney Montgomery Scott LLC250,757$5.21M0.0%+11.8%1.327%
2/2/2024 Bank of New Hampshire24,900$517K0.1%+15.5%0.132%
2/2/2024Lyell Wealth Management LP12,725$264K0.0%N/A0.067%
2/1/2024Roble Belko & Company Inc7,440$155K0.0%N/A0.039%
2/1/2024Gradient Capital Advisors LLC26,188$544K0.2%N/A0.139%
(Data available from 1/1/2016 forward)

IBDW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBDW shares?

During the previous two years, 44 institutional investors and hedge funds held shares of iShares iBonds Dec 2031 Term Corporate ETF. The most heavily invested institutionals were Sarver Vrooman Wealth Advisors ($45.25M), NewEdge Advisors LLC ($19.62M), Ameriprise Financial Inc. ($16.14M), Arrow Financial Corp ($14.52M), Buffington Mohr McNeal ($13.99M), Motley Fool Wealth Management LLC ($13.42M), and Confluence Investment Management LLC ($10.26M).Learn more on iShares iBonds Dec 2031 Term Corporate ETF's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2031 Term Corporate ETF's stock?

Of the 43 institutional investors that purchased iShares iBonds Dec 2031 Term Corporate ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Motley Fool Wealth Management LLC ($679.42K), Buffington Mohr McNeal ($674.00K), Confluence Investment Management LLC ($496.61K), Ameriprise Financial Inc. ($458.52K), Janney Montgomery Scott LLC ($338.56K), Lyell Wealth Management LP ($237.43K), and Cheviot Value Management LLC ($231.97K).

How much institutional buying is happening at iShares iBonds Dec 2031 Term Corporate ETF?

Institutional investors have bought a total of 3,000,739 shares in the last 24 months. This purchase volume represents approximately $62.03M in transactions.

Which of iShares iBonds Dec 2031 Term Corporate ETF's major shareholders have been selling company stock?

The following institutional investors have sold iShares iBonds Dec 2031 Term Corporate ETF stock in the last 24 months: Motley Fool Wealth Management LLC ($32.80K), NewEdge Advisors LLC ($17.46K), Parallel Advisors LLC ($17.45K), Confluence Investment Management LLC ($9.11K), Arrow Financial Corp ($2.89K), Captrust Financial Advisors ($2.11K), and Archford Capital Strategies LLC ($1.36K).

How much institutional selling is happening at iShares iBonds Dec 2031 Term Corporate ETF?

Institutional investors have sold a total of 83,711 shares in the last 24 months. This volume of shares sold represents approximately $1.74M in transactions.


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This page (NYSEARCA:IBDW) was last updated on 7/14/2025 by MarketBeat.com Staff
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