Go Pro
→ Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (From InvestorPlace) (Ad)tc pixel Free IBDY Stock Alerts

iShares iBonds Dec 2033 Term Corporate ETF (IBDY) Institutional Ownership

iShares iBonds Dec 2033 Term Corporate ETF logo
$25.33 +0.02 (+0.08%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2033 Term Corporate ETF (NYSEARCA:IBDY)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$36.15M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$4.56M
Get IBDY Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares iBonds Dec 2033 Term Corporate ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IBDY Institutional Buying and Selling by Quarter

iShares iBonds Dec 2033 Term Corporate ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/23/2026Ballast Advisors LLC1,170$30K0.0%N/A0.003%
6/3/2026Parallel Advisors LLC213,017$5.51M0.1%+1.0%0.516%
5/7/2026Parallel Advisors LLC213,017$5.51M0.1%+1.0%0.516%
5/6/2026Bessemer Group Inc.9,319$241K0.0%N/A0.023%
5/5/2026Sterling Investment Advisors Ltd.23,740$614K0.1%+4.3%0.058%
4/29/2026 Evergreen Private Wealth LLC135,299$3.50M1.4%+1.4%0.335%
4/28/2026Bogart Wealth LLC3,040$79K0.0%+431.5%0.008%
4/23/2026Spinnaker Trust10,083$261K0.0%N/A0.025%
4/22/2026Janney Montgomery Scott LLC388,257$10.04M0.0%+8.1%0.959%
4/17/2026Roble Belko & Company Inc53,396$1.38M0.2%+1,015.7%0.132%
4/16/2026 Montecito Bank & Trust31,980$827K0.1%+24.9%0.079%
2/17/2026Advisory Services Network LLC16,632$435K0.0%+7.6%0.044%
2/17/2026Captrust Financial Advisors42,895$1.12M0.0%+9.8%0.112%
2/16/202610Elms LLP5,900$154K0.1%+12.4%0.015%
2/12/2026Lyell Wealth Management LP173,645$4.54M0.3%+46.8%0.455%
2/11/2026Janney Montgomery Scott LLC359,078$9.39M0.0%+7.5%0.941%
2/11/2026Dearborn Partners LLC7,883$206K0.0%N/A0.021%
2/11/2026Parallel Advisors LLC210,833$5.51M0.1%+6.6%0.553%
2/9/2026Sterling Investment Advisors Ltd.22,765$595K0.1%+25.8%0.060%
2/6/2026 Gradient Capital Advisors LLC16,333$427K0.1%+19.6%0.043%
2/5/2026Arrow Financial Corp555,895$14.53M1.4%+0.8%1.457%
2/4/2026Atlantic Union Bankshares Corp160,277$4.19M0.1%-20.7%0.422%
1/28/2026 Evergreen Private Wealth LLC133,371$3.49M1.4%+6.1%0.351%
1/13/2026 Fort Washington Investment Advisors Inc. OH28,270$739K0.0%+62.9%0.076%
1/9/2026 Montecito Bank & Trust25,598$669K0.1%+5.9%0.069%
1/8/2026 Adirondack Trust Co.59,751$1.56M0.5%+15.4%0.162%
1/1/2026JPMorgan Chase & Co.109,702$2.88M0.0%-25.2%0.318%
12/2/2025 IFP Advisors Inc23,875$626K0.0%+3.1%0.069%
11/18/2025Reliant Wealth Planning37,010$971K0.3%-16.8%0.107%
11/17/2025Flow Traders U.S. LLC95,031$2.49M0.1%+660.2%0.275%
11/17/2025Ameriprise Financial Inc.553,935$14.53M0.0%+214.8%1.606%
11/13/2025Parallel Advisors LLC197,867$5.19M0.1%+5.0%0.574%
11/12/202510Elms LLP5,250$138K0.1%+275.0%0.015%
11/7/2025JPMorgan Chase & Co.109,702$2.88M0.0%-25.2%0.318%
11/6/2025Lyell Wealth Management LP118,270$3.10M0.2%+31.1%0.343%
11/4/2025Atlantic Union Bankshares Corp202,233$5.31M0.1%-0.5%0.584%
10/28/2025Sterling Investment Advisors Ltd.18,100$475K0.1%N/A0.052%
10/23/2025 Sarver Vrooman Wealth Advisors10,031$263K0.2%N/A0.029%
10/21/2025Arrow Financial Corp551,352$14.46M1.5%-2.6%1.605%
10/17/2025 Fort Washington Investment Advisors Inc. OH17,355$455K0.0%N/A0.051%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
10/7/2025 Montecito Bank & Trust24,167$634K0.1%N/A0.072%
8/15/2025Captrust Financial Advisors43,351$1.12M0.0%-10.6%0.144%
8/15/2025Ameriprise Financial Inc.175,946$4.56M0.0%+1,637.7%0.572%
8/14/2025Jupiter Wealth Management LLC4,600$120K0.1%N/A0.015%
8/13/2025Flow Traders U.S. LLC12,501$324K0.0%-70.5%0.041%
8/12/2025JPMorgan Chase & Co.146,649$3.80M0.0%+18,185.4%0.477%
8/6/2025Atlantic Union Bankshares Corp203,241$5.27M0.1%N/A0.673%
7/29/2025Lyell Wealth Management LP90,245$2.34M0.2%+60.8%0.299%
7/17/2025Janney Montgomery Scott LLC304,136$7.88M0.0%+7.8%1.010%
7/17/2025 Sound Income Strategies LLC4,514$117K0.0%-45.5%0.015%
7/16/2025 Gradient Capital Advisors LLC13,658$354K0.1%+27.7%0.045%
7/11/2025 Adirondack Trust Co.42,027$1.09M0.4%+28.3%0.141%
7/9/2025Lbmc Investment Advisors LLC15,310$397K0.0%N/A0.051%
7/8/2025Parallel Advisors LLC188,406$4.88M0.1%+9.5%0.630%
7/1/2025 Confluence Investment Management LLC307,307$7.96M0.1%-0.4%1.054%
5/14/2025Flow Traders U.S. LLC42,415$1.08M0.0%N/A0.150%
5/8/2025Lyell Wealth Management LP56,120$1.43M0.1%N/A0.198%
5/5/2025Arrow Financial Corp570,865$14.59M1.6%-0.3%2.017%
4/22/2025Cambridge Investment Research Advisors Inc.9,493$243K0.0%+8.9%0.034%
4/17/2025Janney Montgomery Scott LLC282,148$7.21M0.0%+17.1%0.997%
4/17/2025Sound Income Strategies LLC8,280$212K0.0%N/A0.029%
4/8/2025Parallel Advisors LLC172,033$4.40M0.1%-10.8%0.616%
4/3/2025Adirondack Trust Co.32,749$837K0.3%+63.1%0.117%
4/1/2025Confluence Investment Management LLC308,505$7.89M0.1%-0.9%1.104%
2/17/2025Captrust Financial Advisors48,484$1.22M0.0%+73.9%0.289%
2/14/2025Arrow Financial Corp572,653$14.37M1.4%+4.7%3.419%
2/13/2025United Capital Financial Advisors LLC8,408$211K0.0%N/A0.050%
2/12/2025JPMorgan Chase & Co.27,762$697K0.0%-62.0%0.166%
2/11/2025Sandy Spring Bank178,121$4.47M0.2%+4.0%1.063%
2/10/2025Parallel Advisors LLC192,922$4.84M0.1%+24.1%1.152%
1/29/2025Gradient Capital Advisors LLC10,699$269K0.1%+27.6%0.064%
1/21/2025Archford Capital Strategies LLC75,589$1.90M0.3%+3.1%0.451%
1/17/2025Adirondack Trust Co.20,077$504K0.2%+183.7%0.120%
1/17/2025Janney Montgomery Scott LLC241,036$6.05M0.0%+1,587.6%1.439%
1/16/2025First United Bank & Trust1,855$47K0.0%N/A0.011%
1/2/2025Confluence Investment Management LLC311,170$7.81M0.1%+0.8%1.858%
12/26/2024JPMorgan Chase & Co.73,124$1.93M0.0%N/A0.437%
11/14/2024Flow Traders U.S. LLC56,310$1.49M0.1%N/A0.336%
11/14/2024Captrust Financial Advisors27,888$736K0.0%+7.1%0.166%
11/4/2024Arrow Financial Corp546,730$14.43M1.3%+6.4%3.264%
10/31/2024Montecito Bank & Trust27,155$717K0.1%+53.0%0.162%
10/29/2024First Interstate Bank2,023,694$53.43M3.2%+1.7%12.082%
10/9/2024Adirondack Trust Co.7,077$187K0.1%+20.6%0.042%
10/8/2024First PREMIER Bank1,736$46K0.0%N/A0.010%
8/8/2024Parallel Advisors LLC95,713$2.41M0.1%+6.2%0.571%
8/7/2024First Interstate Bank1,989,718$50.14M3.3%+103.9%11.879%
7/30/2024Arrow Financial Corp513,854$12.95M1.3%+15.0%3.068%
7/17/2024Montecito Bank & Trust17,743$447K0.1%+51.1%0.106%
7/17/2024Archford Capital Strategies LLC74,863$1.89M0.3%+7.3%0.447%
7/9/2024Adirondack Trust Co.5,868$148K0.1%+78.8%0.035%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
7/1/2024Confluence Investment Management LLC318,866$8.04M0.1%-0.8%1.904%
5/21/2024Arrow Financial Corp446,848$11.39M1.1%+87.4%2.668%
5/17/2024Comerica Bank7,099$181K0.0%+84.1%0.042%
4/9/2024Montecito Bank & Trust11,742$299K0.1%N/A2.348%
4/9/2024Adirondack Trust Co.3,282$84K0.0%+5,462.7%0.656%
4/1/2024Confluence Investment Management LLC321,458$8.19M0.1%N/A64.292%
2/12/2024Arrow Financial Corp238,444$6.16M0.6%+3,081.8%47.689%
2/12/2024Parallel Advisors LLC50,849$1.31M0.0%N/A10.170%
1/30/2024First Interstate Bank753,418$19.48M1.4%N/A150.684%
1/26/2024Sandy Spring Bank67,367$1.74M0.1%+119.4%13.473%


IBDY Institutional Ownership - Frequently Asked Questions

During the previous two years, 37 institutional investors and hedge funds held shares of iShares iBonds Dec 2033 Term Corporate ETF. The most heavily invested institutionals were First Interstate Bank ($53.43M), Arrow Financial Corp ($14.53M), Ameriprise Financial Inc. ($14.53M), Janney Montgomery Scott LLC ($10.04M), Confluence Investment Management LLC ($7.96M), Parallel Advisors LLC ($5.51M), and Lyell Wealth Management LP ($4.54M).Learn more on iShares iBonds Dec 2033 Term Corporate ETF's institutional investors.

Of the 36 institutional investors that purchased iShares iBonds Dec 2033 Term Corporate ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Interstate Bank ($1.05M), Ameriprise Financial Inc. ($543.81K), Janney Montgomery Scott LLC ($344.21K), JPMorgan Chase & Co. ($218.97K), Atlantic Union Bankshares Corp ($203.24K), Flow Traders U.S. LLC ($181.26K), and Lyell Wealth Management LP ($173.65K).

Institutional investors have bought a total of 1,387,227 shares in the last 24 months. This purchase volume represents approximately $36.15M in transactions.

The following institutional investors have sold iShares iBonds Dec 2033 Term Corporate ETF stock in the last 24 months: JPMorgan Chase & Co. ($73.89K), Atlantic Union Bankshares Corp ($42.96K), Flow Traders U.S. LLC ($29.91K), Arrow Financial Corp ($15K), Reliant Wealth Planning ($7.50K), and Captrust Financial Advisors ($5.15K).

Institutional investors have sold a total of 174,417 shares in the last 24 months. This volume of shares sold represents approximately $4.56M in transactions.


Related Companies

This page (NYSEARCA:IBDY) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel
Where to Put $100 Before Trump's New Tech Law Rolls Out
The Financial Times says a new tech law puts America 'on the verge of a financial revolution.' Yahoo Finance e...
Brownstone Research | Sponsoredtc pixel