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

iShares iBonds Dec 2031 Term Corporate ETF logo
$20.59 +0.02 (+0.10%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2031 Term Corporate ETF (NYSEARCA:IBDW)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$68.10M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$3.83M
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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
7/8/2026 Praetorian Wealth Management Inc.306,517$6.39M1.1%+3.5%0.258%
7/7/2026 Harbor Investment Advisory LLC26,240$547K0.0%+338.7%0.022%
7/2/2026 Sarver Vrooman Wealth Advisors2,220,499$46.11M27.5%+1.2%1.877%
6/23/2026Ballast Advisors LLC1,442$30K0.0%N/A0.001%
6/8/2026Farmers National Bank44,655$935K0.2%+1.3%0.040%
6/3/2026Parallel Advisors LLC292,121$6.11M0.1%+1.8%0.259%
5/13/2026Godshalk Welsh Capital Management Inc.62,050$1.30M0.8%+225.7%0.055%
5/7/2026Parallel Advisors LLC292,121$6.11M0.1%+1.8%0.259%
5/6/2026Bessemer Group Inc.11,556$242K0.0%N/A0.010%
5/5/2026Bank of New York Mellon Corp36,662$767K0.0%N/A0.033%
4/30/2026 Beacon Financial Group74,055$1.55M0.2%+4.0%0.066%
4/30/2026Mosaic Family Wealth Partners LLC13,307$279K0.0%N/A0.012%
4/28/2026Bogart Wealth LLC9,346$196K0.0%+48.6%0.008%
4/28/2026Ascentis Independent Advisors3,000$63K0.0%N/A0.003%
4/24/2026 Harbor Investment Advisory LLC5,981$125K0.0%+95.1%0.005%
4/23/2026Spinnaker Trust54,863$1.15M0.1%+122.4%0.049%
4/22/2026 Princeton Global Asset Management LLC11,408$239K0.0%+38.2%0.010%
4/22/2026Janney Montgomery Scott LLC478,622$10.02M0.0%+7.2%0.432%
4/22/2026 Fort Washington Investment Advisors Inc. OH30,911$647K0.0%+2.9%0.028%
4/17/2026Roble Belko & Company Inc56,531$1.18M0.2%+169.3%0.051%
4/16/2026 Montecito Bank & Trust57,692$1.21M0.2%+22.5%0.052%
3/16/2026 Bank of New Hampshire53,990$1.14M0.3%+4.6%0.052%
3/12/2026Farmers National Bank44,065$932K0.2%+1.7%0.042%
2/18/2026NewEdge Advisors LLC1,195,846$25.29M0.1%+5.2%1.149%
2/17/2026Advisory Services Network LLC20,081$425K0.0%+28.9%0.019%
2/17/2026Captrust Financial Advisors44,604$943K0.0%+15.0%0.043%
2/17/2026Peloton Wealth Strategists246,350$5.21M2.0%+22.3%0.237%
2/16/202610Elms LLP22,200$470K0.4%+8.8%0.021%
2/13/2026Integrated Wealth Concepts LLC42,022$889K0.0%+32.4%0.040%
2/12/2026Reliant Wealth Planning13,497$285K0.1%+21.2%0.013%
2/12/2026Godshalk Welsh Capital Management Inc.19,050$403K0.2%N/A0.018%
2/12/2026Lyell Wealth Management LP332,277$7.03M0.5%+16.1%0.319%
2/11/2026Janney Montgomery Scott LLC446,278$9.44M0.0%+6.8%0.429%
2/11/2026Motley Fool Wealth Management LLC482,724$10.21M0.8%-11.9%0.464%
2/11/2026Dearborn Partners LLC9,723$206K0.0%N/A0.009%
2/11/2026Parallel Advisors LLC286,923$6.07M0.1%+6.8%0.276%
2/10/2026 Sarver Vrooman Wealth Advisors2,316,263$48.99M27.9%+6.3%2.225%
2/10/2026Spinnaker Trust24,674$522K0.0%+54.9%0.024%
2/9/2026 Cary Street Partners Financial LLC14,073$298K0.0%-4.8%0.014%
2/9/2026Sterling Investment Advisors Ltd.19,385$410K0.1%+25.2%0.019%
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2/6/2026 Gradient Capital Advisors LLC40,801$863K0.2%+3.6%0.039%
2/6/2026FourThought Financial Partners LLC37,861$801K0.1%+136.7%0.036%
2/5/2026Arrow Financial Corp703,778$14.89M1.5%+4.2%0.676%
2/5/2026Beese Fulmer Investment Management Inc.79,686$1.69M0.1%N/A0.077%
2/4/2026Atlantic Union Bankshares Corp387,461$8.20M0.2%+34.8%0.373%
2/3/2026Cheviot Value Management LLC280,289$5.94M0.6%+6.5%0.270%
2/3/2026BOKF NA3,250$69K0.0%N/A0.003%
1/30/2026Bogart Wealth LLC6,291$133K0.0%+19.9%0.006%
1/27/2026Belpointe Asset Management LLC79,243$1.68M0.1%+104.9%0.078%
1/26/2026Provenance Wealth Advisors LLC2,433$51K0.0%-81.4%0.002%
1/23/2026 Farther Finance Advisors LLC17,923$379K0.0%+7.1%0.018%
1/22/2026 Newman Dignan & Sheerar Inc.47,908$1.01M0.2%+16.9%0.047%
1/21/2026 Crews Bank & Trust25,990$550K0.1%+47.7%0.026%
1/20/2026 Princeton Global Asset Management LLC8,257$175K0.0%-21.8%0.008%
1/14/2026 Praetorian Wealth Management Inc.269,037$5.69M1.1%+18.3%0.266%
1/13/2026 Fort Washington Investment Advisors Inc. OH30,036$635K0.0%+40.7%0.030%
1/12/2026 RVW Wealth LLC23,682$501K0.0%+66.6%0.024%
1/9/2026 Montecito Bank & Trust47,104$996K0.2%+43.6%0.047%
1/8/2026 Adirondack Trust Co.155,301$3.28M1.1%+15.4%0.156%
1/1/2026JPMorgan Chase & Co.319,029$6.77M0.0%+122.3%0.346%
12/15/2025Farmers National Bank43,341$920K0.2%+7.3%0.047%
12/2/2025 IFP Advisors Inc42,919$911K0.0%-11.8%0.047%
11/17/2025Peloton Wealth Strategists201,350$4.27M1.7%+1.0%0.219%
11/17/2025NewEdge Advisors LLC1,136,720$24.12M0.1%+30.1%1.234%
11/17/2025Integrated Wealth Concepts LLC31,750$674K0.0%+3.9%0.034%
11/17/2025Ameriprise Financial Inc.2,076,772$44.11M0.0%+32.7%2.255%
11/13/2025FourThought Financial Partners LLC15,997$339K0.0%N/A0.017%
11/13/2025Parallel Advisors LLC268,716$5.70M0.1%+5.2%0.292%
11/12/202510Elms LLP20,400$433K0.4%+61.9%0.022%
11/10/2025Thoroughbred Financial Services LLC9,612$203K0.0%-24.9%0.010%
11/7/2025JPMorgan Chase & Co.319,029$6.77M0.0%+122.3%0.346%
11/6/2025Lyell Wealth Management LP286,096$6.07M0.5%+13.1%0.311%
11/5/2025Spinnaker Trust15,932$338K0.0%N/A0.017%
11/4/2025Atlantic Union Bankshares Corp287,383$6.10M0.1%+2.2%0.313%
11/4/2025Jones Financial Companies Lllp57,747$1.22M0.0%+71.8%0.063%
11/3/2025Belpointe Asset Management LLC38,671$821K0.0%-15.0%0.042%
10/31/2025Cheviot Value Management LLC263,245$5.62M0.6%+8.1%0.288%
10/30/2025CNB Bank6,101$129K0.1%N/A0.007%
10/28/2025Sterling Investment Advisors Ltd.15,485$329K0.1%N/A0.017%
10/28/2025 Leavell Investment Management Inc.17,725$376K0.0%+63.2%0.019%
10/27/2025 Harbor Investment Advisory LLC3,065$65K0.0%+22.6%0.003%
10/23/2025 Sarver Vrooman Wealth Advisors2,179,772$46.26M29.7%+1.4%2.414%
10/22/2025 Crews Bank & Trust17,600$373K0.1%+7.1%0.019%
10/21/2025Arrow Financial Corp675,702$14.34M1.5%-2.5%0.748%
10/21/2025 RVW Wealth LLC14,219$302K0.0%+3.9%0.016%
10/20/2025 Adirondack Trust Co.134,583$2.85M1.0%+11.2%0.150%
10/17/2025 Fort Washington Investment Advisors Inc. OH21,347$453K0.0%N/A0.024%
10/15/2025 Praetorian Wealth Management Inc.227,351$4.82M1.0%+7.5%0.256%
10/14/2025 Farther Finance Advisors LLC16,735$355K0.0%+312.7%0.019%
10/9/2025 Newman Dignan & Sheerar Inc.40,966$869K0.2%+47.6%0.046%
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10/7/2025 Montecito Bank & Trust32,803$696K0.1%N/A0.037%
10/2/2025 Bank of New Hampshire51,640$1.10M0.3%+11.1%0.065%
8/15/2025Captrust Financial Advisors33,499$705K0.0%-17.8%0.042%
8/15/2025Ameriprise Financial Inc.1,565,212$32.85M0.0%+20.0%1.978%
8/13/2025Flow Traders U.S. LLC37,684$793K0.0%N/A0.048%
8/13/2025Cheviot Value Management LLC243,484$5.11M0.6%+5.0%0.308%
8/12/2025JPMorgan Chase & Co.143,481$3.02M0.0%+47.6%0.181%
8/6/2025Atlantic Union Bankshares Corp281,089$5.91M0.1%N/A0.370%
8/1/2025Motley Fool Wealth Management LLC584,669$12.30M0.7%-9.6%0.769%
7/31/2025 Leavell Investment Management Inc.10,860$228K0.0%N/A0.014%


IBDW Institutional Ownership - Frequently Asked Questions

During the previous two years, 66 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 ($46.11M), Ameriprise Financial Inc. ($44.11M), NewEdge Advisors LLC ($25.29M), Arrow Financial Corp ($14.89M), Buffington Mohr McNeal ($13.99M), Confluence Investment Management LLC ($10.26M), and Motley Fool Wealth Management LLC ($10.21M).Learn more on iShares iBonds Dec 2031 Term Corporate ETF's institutional investors.

Of the 62 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: Ameriprise Financial Inc. ($1.23M), Motley Fool Wealth Management LLC ($679.42K), Confluence Investment Management LLC ($496.61K), JPMorgan Chase & Co. ($397.39K), Atlantic Union Bankshares Corp ($387.46K), NewEdge Advisors LLC ($321.84K), and Lyell Wealth Management LP ($313.00K).

Institutional investors have bought a total of 3,222,107 shares in the last 24 months. This purchase volume represents approximately $68.10M in transactions.

Of the 9 institutional investors that sold iShares iBonds Dec 2031 Term Corporate ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Motley Fool Wealth Management LLC ($127.31K), Arrow Financial Corp ($17.51K), Provenance Wealth Advisors LLC ($10.66K), Captrust Financial Advisors ($7.25K), Belpointe Asset Management LLC ($6.80K), IFP Advisors Inc ($5.76K), and Thoroughbred Financial Services LLC ($3.19K).

Institutional investors have sold a total of 181,489 shares in the last 24 months. This volume of shares sold represents approximately $3.83M in transactions.


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This page (NYSEARCA:IBDW) was last updated on 7/25/2026 by MarketBeat.com Staff.
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