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

iShares iBonds Dec 2031 Term Corporate ETF logo
$20.77 0.00 (0.00%)
As of 07/2/2026 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)
52
Total
Institutional Inflows
(last 12 months)
$72.77M
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
7/2/2026 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%
4/30/2026Beacon 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%
4/24/2026Harbor Investment Advisory LLC5,981$125K0.0%+95.1%0.005%
4/23/2026Spinnaker Trust54,863$1.15M0.1%+122.4%0.049%
4/22/2026Princeton 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%
4/22/2026Fort 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%
4/16/2026Montecito Bank & Trust57,692$1.21M0.2%+22.5%0.052%
3/16/2026Bank 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%
2/9/2026Cary 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%
2/6/2026Gradient Capital Advisors LLC40,801$863K0.2%+3.6%0.039%
2/6/2026FourThought Financial Partners LLC37,861$801K0.1%+136.7%0.036%
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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%
1/23/2026Farther Finance Advisors LLC17,923$379K0.0%+7.1%0.018%
1/22/2026Newman Dignan & Sheerar Inc.47,908$1.01M0.2%+16.9%0.047%
1/21/2026Crews Bank & Trust25,990$550K0.1%+47.7%0.026%
1/20/2026Princeton Global Asset Management LLC8,257$175K0.0%-21.8%0.008%
1/14/2026Praetorian Wealth Management Inc.269,037$5.69M1.1%+18.3%0.266%
1/13/2026Fort Washington Investment Advisors Inc. OH30,036$635K0.0%+40.7%0.030%
1/12/2026RVW Wealth LLC23,682$501K0.0%+66.6%0.024%
1/9/2026Montecito Bank & Trust47,104$996K0.2%+43.6%0.047%
1/8/2026Adirondack 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%
12/2/2025IFP 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%
10/28/2025Leavell Investment Management Inc.17,725$376K0.0%+63.2%0.019%
10/27/2025Harbor 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%
10/22/2025Crews Bank & Trust17,600$373K0.1%+7.1%0.019%
10/21/2025Arrow Financial Corp675,702$14.34M1.5%-2.5%0.748%
10/21/2025RVW Wealth LLC14,219$302K0.0%+3.9%0.016%
10/20/2025Adirondack Trust Co.134,583$2.85M1.0%+11.2%0.150%
10/17/2025Fort Washington Investment Advisors Inc. OH21,347$453K0.0%N/A0.024%
10/15/2025Praetorian Wealth Management Inc.227,351$4.82M1.0%+7.5%0.256%
10/14/2025Farther Finance Advisors LLC16,735$355K0.0%+312.7%0.019%
10/9/2025Newman Dignan & Sheerar Inc.40,966$869K0.2%+47.6%0.046%
10/7/2025Montecito Bank & Trust32,803$696K0.1%N/A0.037%
10/2/2025Bank of New Hampshire51,640$1.10M0.3%+11.1%0.065%
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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%
7/31/2025Leavell Investment Management Inc.10,860$228K0.0%N/A0.014%
7/30/2025Sonata Capital Group Inc.13,600$286K0.1%N/A0.018%
7/30/2025Princeton Global Asset Management LLC10,491$221K0.0%+44.3%0.014%


IBDW Institutional Ownership - Frequently Asked Questions

During the previous two years, 67 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 63 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 3,443,521 shares in the last 24 months. This purchase volume represents approximately $72.77M 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 7/5/2026 by MarketBeat.com Staff.
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