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

iShares iBonds Dec 2031 Term Corporate ETF logo
$20.15 -0.15 (-0.74%)
As of 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)
48
Total
Institutional Inflows
(last 12 months)
$53.92M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$2.38M
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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%
6/23/2026 Ballast Advisors LLC1,442$30K0.0%N/A0.001%
6/8/2026 Farmers National Bank44,655$935K0.2%+1.3%0.040%
6/3/2026 Parallel Advisors LLC292,121$6.11M0.1%+1.8%0.259%
5/13/2026 Godshalk Welsh Capital Management Inc.62,050$1.30M0.8%+225.7%0.055%
5/7/2026 Parallel Advisors LLC292,121$6.11M0.1%+1.8%0.259%
5/6/2026 Bessemer Group Inc.11,556$242K0.0%N/A0.010%
5/5/2026 Bank 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%
4/30/2026 Mosaic Family Wealth Partners LLC13,307$279K0.0%N/A0.012%
4/28/2026 Bogart Wealth LLC9,346$196K0.0%+48.6%0.008%
4/28/2026 Ascentis Independent Advisors3,000$63K0.0%N/A0.003%
4/24/2026 Harbor Investment Advisory LLC5,981$125K0.0%+95.1%0.005%
4/23/2026 Spinnaker Trust54,863$1.15M0.1%+122.4%0.049%
4/22/2026 Princeton Global Asset Management LLC11,408$239K0.0%+38.2%0.010%
4/22/2026 Janney 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%
4/17/2026 Roble 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%
3/12/2026 Farmers National Bank44,065$932K0.2%+1.7%0.042%
2/18/2026 NewEdge Advisors LLC1,195,846$25.29M0.1%+5.2%1.149%
2/17/2026 Advisory Services Network LLC20,081$425K0.0%+28.9%0.019%
2/17/2026 Captrust Financial Advisors44,604$943K0.0%+15.0%0.043%
2/17/2026 Peloton Wealth Strategists246,350$5.21M2.0%+22.3%0.237%
2/16/2026 10Elms LLP22,200$470K0.4%+8.8%0.021%
2/13/2026 Integrated Wealth Concepts LLC42,022$889K0.0%+32.4%0.040%
2/12/2026 Reliant Wealth Planning13,497$285K0.1%+21.2%0.013%
2/12/2026 Godshalk Welsh Capital Management Inc.19,050$403K0.2%N/A0.018%
2/12/2026 Lyell Wealth Management LP332,277$7.03M0.5%+16.1%0.319%
2/11/2026 Janney Montgomery Scott LLC446,278$9.44M0.0%+6.8%0.429%
2/11/2026 Motley Fool Wealth Management LLC482,724$10.21M0.8%-11.9%0.464%
2/11/2026 Dearborn Partners LLC9,723$206K0.0%N/A0.009%
2/11/2026 Parallel 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%
2/10/2026 Spinnaker Trust24,674$522K0.0%+54.9%0.024%
2/9/2026 Cary Street Partners Financial LLC14,073$298K0.0%-4.8%0.014%
2/9/2026 Sterling 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%
2/6/2026 FourThought Financial Partners LLC37,861$801K0.1%+136.7%0.036%
2/5/2026 Arrow Financial Corp703,778$14.89M1.5%+4.2%0.676%
2/5/2026 Beese Fulmer Investment Management Inc.79,686$1.69M0.1%N/A0.077%
2/4/2026 Atlantic Union Bankshares Corp387,461$8.20M0.2%+34.8%0.373%
2/3/2026 Cheviot Value Management LLC280,289$5.94M0.6%+6.5%0.270%
2/3/2026 BOKF NA3,250$69K0.0%N/A0.003%
1/30/2026 Bogart Wealth LLC6,291$133K0.0%+19.9%0.006%
1/27/2026 Belpointe Asset Management LLC79,243$1.68M0.1%+104.9%0.078%
1/26/2026 Provenance 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%
1/1/2026 JPMorgan Chase & Co.319,029$6.77M0.0%+122.3%0.346%
12/15/2025 Farmers National Bank43,341$920K0.2%+7.3%0.047%
12/2/2025 IFP Advisors Inc42,919$911K0.0%-11.8%0.047%
11/17/2025 Peloton Wealth Strategists201,350$4.27M1.7%+1.0%0.219%
11/17/2025 NewEdge Advisors LLC1,136,720$24.12M0.1%+30.1%1.234%
11/17/2025 Integrated Wealth Concepts LLC31,750$674K0.0%+3.9%0.034%
11/17/2025 Ameriprise Financial Inc.2,076,772$44.11M0.0%+32.7%2.255%
11/13/2025 FourThought Financial Partners LLC15,997$339K0.0%N/A0.017%
11/13/2025 Parallel Advisors LLC268,716$5.70M0.1%+5.2%0.292%
11/12/2025 10Elms LLP20,400$433K0.4%+61.9%0.022%
11/10/2025 Thoroughbred Financial Services LLC9,612$203K0.0%-24.9%0.010%
11/7/2025 JPMorgan Chase & Co.319,029$6.77M0.0%+122.3%0.346%
11/6/2025 Lyell Wealth Management LP286,096$6.07M0.5%+13.1%0.311%
11/5/2025 Spinnaker Trust15,932$338K0.0%N/A0.017%
11/4/2025 Atlantic Union Bankshares Corp287,383$6.10M0.1%+2.2%0.313%
11/4/2025 Jones Financial Companies Lllp57,747$1.22M0.0%+71.8%0.063%
11/3/2025 Belpointe Asset Management LLC38,671$821K0.0%-15.0%0.042%
10/31/2025 Cheviot Value Management LLC263,245$5.62M0.6%+8.1%0.288%
10/30/2025 CNB Bank6,101$129K0.1%N/A0.007%
10/28/2025 Sterling 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%
10/21/2025 Arrow 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%
8/15/2025 Captrust Financial Advisors33,499$705K0.0%-17.8%0.042%
8/15/2025 Ameriprise Financial Inc.1,565,212$32.85M0.0%+20.0%1.978%
8/13/2025 Flow Traders U.S. LLC37,684$793K0.0%N/A0.048%
8/13/2025 Cheviot Value Management LLC243,484$5.11M0.6%+5.0%0.308%
8/12/2025 JPMorgan Chase & Co.143,481$3.02M0.0%+47.6%0.181%
8/6/2025 Atlantic Union Bankshares Corp281,089$5.91M0.1%N/A0.370%
8/1/2025 Motley 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 ($304.73K).

Institutional investors have bought a total of 2,548,065 shares in the last 24 months. This purchase volume represents approximately $53.92M in transactions.

The following institutional investors have sold iShares iBonds Dec 2031 Term Corporate ETF stock in the last 24 months: Motley Fool Wealth Management LLC ($65.36K), Arrow Financial Corp ($17.51K), Provenance Wealth Advisors LLC ($10.66K), Belpointe Asset Management LLC ($6.80K), IFP Advisors Inc ($5.76K), Thoroughbred Financial Services LLC ($3.19K), and Princeton Global Asset Management LLC ($2.30K).

Institutional investors have sold a total of 112,291 shares in the last 24 months. This volume of shares sold represents approximately $2.38M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:IBDW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/8/2026. New 13F filings are added each quarter as they're published.
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