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

iShares iBonds Dec 2031 Term Corporate ETF logo
$20.59 0.00 (0.00%)
As of 05/23/2025 04:10 PM Eastern
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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)
36
Total
Institutional Inflows
(last 12 months)
$58.05M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$2.27M
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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
5/16/2025 Peloton Wealth Strategists199,350$4.14M1.7%+17.3%0.282%
5/16/2025 NewEdge Advisors LLC945,737$19.62M0.1%-1.8%1.337%
5/16/2025 Integrated Wealth Concepts LLC28,640$594K0.0%+5.4%0.040%
5/12/2025 Motley Fool Wealth Management LLC646,620$13.42M0.8%-4.8%0.914%
5/9/2025 Cary Street Partners Financial LLC14,307$297K0.0%+6.5%0.020%
5/9/2025 Cheviot Value Management LLC231,971$4.78M0.6%N/A0.328%
5/8/2025 Lyell Wealth Management LP243,975$5.06M0.5%+3.0%0.345%
5/8/2025 Roble Belko & Company Inc20,992$436K0.1%+5.7%0.030%
5/5/2025 Arrow Financial Corp699,516$14.52M1.6%-0.4%0.989%
5/5/2025 Gradient Capital Advisors LLC39,388$817K0.3%+5.0%0.056%
4/28/2025 Buffington Mohr McNeal673,998$13.99M2.8%+1.8%0.957%
4/28/2025 First Horizon Advisors Inc.3,918$81K0.0%N/A0.006%
4/22/2025 Cambridge Investment Research Advisors Inc.23,751$493K0.0%+51.2%0.034%
4/22/2025 Crews Bank & Trust11,700$243K0.0%+160.0%0.017%
4/17/2025 Janney 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%
4/11/2025 Princeton 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%
4/3/2025 Adirondack 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%
2/18/2025 10Elms LLP2,000$41K0.0%N/A0.005%
2/17/2025 Captrust Financial Advisors40,672$828K0.0%-4.9%0.102%
2/17/2025 Cary Street Partners Financial LLC13,430$273K0.0%N/A0.034%
2/17/2025 Ameriprise Financial Inc.792,563$16.14M0.0%+137.3%1.986%
2/14/2025 Arrow Financial Corp702,409$14.29M1.4%+3.3%1.760%
2/13/2025 United Capital Financial Advisors LLC70,431$1.43M0.0%+9.2%0.177%
2/12/2025 Motley Fool Wealth Management LLC679,423$13.80M0.7%N/A1.703%
2/11/2025 Sandy Spring Bank254,265$5.17M0.2%+4.3%0.637%
2/10/2025 Parallel Advisors LLC254,468$5.18M0.1%+19.5%0.638%
2/7/2025 Dorsey & Whitney Trust CO LLC22,000$448K0.0%+25.7%0.055%
2/6/2025 Jones Financial Companies Lllp12,472$254K0.0%+101.6%0.031%
2/5/2025 Peloton Wealth Strategists170,000$3.46M1.4%+15.1%0.426%
2/3/2025 Centricity Wealth Management LLC26,290$535K0.5%N/A0.066%
2/3/2025 Lyell Wealth Management LP236,975$4.82M0.4%+42.9%0.594%
1/30/2025 Newman Dignan & Sheerar Inc.16,000$326K0.1%+8.3%0.040%
1/30/2025 Bogart Wealth LLC5,248$107K0.0%N/A0.013%
1/29/2025 Gradient Capital Advisors LLC37,516$763K0.2%+8.3%0.094%
1/23/2025 RVW Wealth LLC13,680$278K0.0%N/A0.034%
1/23/2025 Crews Bank & Trust4,500$92K0.0%N/A0.011%
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1/22/2025 Buffington Mohr McNeal661,768$13.47M2.2%+3.0%1.659%
1/21/2025 Archford Capital Strategies LLC112,738$2.29M0.3%-1.2%0.283%
1/17/2025 Adirondack Trust Co.100,915$2.05M0.8%+80.4%0.253%
1/17/2025 Janney Montgomery Scott LLC354,593$7.22M0.0%+5.2%0.889%
1/16/2025 First United Bank & Trust2,307$47K0.0%N/A0.006%
1/14/2025 Roble 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%
11/15/2024 Peloton Wealth Strategists147,700$3.13M1.2%+23.1%0.370%
11/15/2024 Integrated Wealth Concepts LLC26,762$568K0.0%+9.2%0.067%
11/14/2024 Captrust Financial Advisors42,782$908K0.0%+17.2%0.107%
11/4/2024 Arrow Financial Corp679,681$14.42M1.3%+1.3%1.703%
10/31/2024 Confluence Investment Management LLC493,656$10.48M0.1%N/A1.237%
10/31/2024 Montecito Bank & Trust36,579$776K0.1%+47.1%0.092%
10/29/2024 Janney Montgomery Scott LLC337,146$7.15M0.0%+5.8%0.845%
10/29/2024 Princeton Global Asset Management LLC6,562$139K0.0%+112.4%0.016%
10/29/2024 Farther Finance Advisors LLC4,334$92K0.0%N/A0.011%
10/23/2024 Lyell Wealth Management LP165,800$3.52M0.3%+501.8%0.416%
10/16/2024 Buffington Mohr McNeal642,523$13.63M2.2%+4.0%1.610%
10/9/2024 Adirondack Trust Co.55,942$1.19M0.5%+43.8%0.140%
8/28/2024 Farmers National Bank33,468$679K0.2%+8.9%0.084%
8/15/2024 Peloton Wealth Strategists120,000$2.44M1.0%+10.6%0.301%
8/8/2024 Lyell Wealth Management LP27,550$559K0.1%+42.9%0.069%
8/8/2024 Parallel Advisors LLC135,011$2.74M0.1%+7.6%0.338%
7/30/2024 Arrow Financial Corp670,910$13.61M1.3%+2.3%1.681%
7/18/2024 Timber Creek Capital Management LLC25,963$527K0.2%-2.0%0.065%
7/17/2024 Montecito Bank & Trust24,873$505K0.1%+66.6%0.062%
7/17/2024 Archford Capital Strategies LLC116,283$2.36M0.4%+4.7%0.291%
7/15/2024 Newman Dignan & Sheerar Inc.10,685$217K0.1%N/A0.027%
7/11/2024 Buffington Mohr McNeal617,686$12.53M2.2%+2.0%1.548%
7/9/2024 Adirondack Trust Co.38,893$789K0.3%-42.5%0.097%
7/1/2024 Bank of New Hampshire30,175$612K0.2%-1.9%0.076%
5/21/2024 Arrow Financial Corp655,960$13.44M1.3%+3.4%1.644%
5/17/2024 Comerica Bank26,462$542K0.0%+64.9%0.066%
5/1/2024 Janney Montgomery Scott LLC290,725$5.96M0.0%+15.9%0.744%
4/24/2024 Archford Capital Strategies LLC111,060$2.28M0.4%+5.4%0.284%
4/18/2024 Buffington Mohr McNeal605,621$12.41M2.2%+11.4%3.204%
4/17/2024 Gradient Capital Advisors LLC32,827$673K0.2%+25.4%0.174%
4/11/2024 Roble Belko & Company Inc10,261$210K0.0%+37.9%0.054%
4/10/2024 Bank of New Hampshire30,775$631K0.2%+23.6%0.163%
4/9/2024 Montecito Bank & Trust14,934$306K0.1%N/A0.079%
4/9/2024 Adirondack Trust Co.67,691$1.39M0.6%+8.3%0.358%
4/3/2024 Timber Creek Capital Management LLC26,489$543K0.2%+3.2%0.140%
3/29/2024 Adirondack Trust Co.62,516$1.27M0.6%+66.3%0.331%
2/16/2024 Peloton Wealth Strategists102,500$2.13M0.9%+192.9%0.542%
2/12/2024 Arrow Financial Corp634,199$13.17M1.4%+9.8%3.356%
2/12/2024 Parallel Advisors LLC71,830$1.49M0.0%N/A0.380%
2/8/2024 Janney 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%
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2/2/2024 Lyell Wealth Management LP12,725$264K0.0%N/A0.067%
2/1/2024 Roble Belko & Company Inc7,440$155K0.0%N/A0.039%
2/1/2024 Gradient Capital Advisors LLC26,188$544K0.2%N/A0.139%
1/30/2024 Buffington Mohr McNeal543,518$11.29M2.3%+129.5%2.876%
1/26/2024 Sandy Spring Bank168,132$3.49M0.2%+15.6%0.890%
1/24/2024 Private Trust Co. NA1,290$27K0.0%N/A0.007%
1/12/2024 Archford Capital Strategies LLC105,384$2.19M0.4%+68.2%0.558%
1/11/2024 Timber Creek Capital Management LLC25,673$533K0.2%+11.7%0.136%
11/14/2023 Peloton Wealth Strategists35,000$678K0.3%+116.0%0.185%
11/13/2023 Cary Street Partners Investment Advisory LLC1,510$29K0.0%N/A0.008%
(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, 42 institutional investors and hedge funds held shares of iShares iBonds Dec 2031 Term Corporate ETF. The most heavily invested institutionals were 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), Confluence Investment Management LLC ($10.18M), and Janney Montgomery Scott LLC ($7.61M).Learn more on IBDW's institutional investors.

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

Of the 41 institutional investors that purchased iShares iBonds Dec 2031 Term Corporate ETF 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 4,362,461 shares in the last 24 months. This purchase volume represents approximately $89.50M in transactions.

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

Of the 10 institutional investors that sold iShares iBonds Dec 2031 Term Corporate ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Motley Fool Wealth Management LLC ($32.80K), Adirondack Trust Co. ($28.80K), NewEdge Advisors LLC ($17.46K), Parallel Advisors LLC ($17.45K), Confluence Investment Management LLC ($6.04K), Arrow Financial Corp ($2.89K), and Captrust Financial Advisors ($2.11K).

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

Institutional investors have sold a total of 111,275 shares in the last 24 months. This volume of shares sold represents approximately $2.29M in transactions.


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This page (NYSEARCA:IBDW) was last updated on 5/25/2025 by MarketBeat.com Staff
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