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

iShares iBonds Dec 2033 Term Corporate ETF logo
$24.55 -0.01 (-0.04%)
Closing price 04:10 PM Eastern
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$24.64 +0.09 (+0.35%)
As of 06:56 PM Eastern
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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)
$22.12M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$3.65M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2026Bullock Wealth Management Group8,430$206K0.1%N/A0.018%
10/6/2026Bank of New Hampshire3,000$73K0.0%N/A0.006%
10/1/2026 Montecito Bank & Trust34,545$846K0.1%+4.5%0.073%
10/1/2026 Sarver Vrooman Wealth Advisors10,031$246K0.1%N/A0.021%
8/20/2026Ancora Advisors LLC15,008$739K0.0%N/A0.035%
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%
4/29/2026Evergreen 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%
2/6/2026Gradient 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%
1/28/2026Evergreen Private Wealth LLC133,371$3.49M1.4%+6.1%0.351%
1/13/2026Fort 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%
1/8/2026Adirondack 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%
12/2/2025IFP 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%
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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%
10/17/2025Fort Washington Investment Advisors Inc. OH17,355$455K0.0%N/A0.051%
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%
7/17/2025Sound Income Strategies LLC4,514$117K0.0%-45.5%0.015%
7/16/2025Gradient Capital Advisors LLC13,658$354K0.1%+27.7%0.045%
7/11/2025Adirondack 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%
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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%
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%


IBDY Institutional Ownership - Frequently Asked Questions

During the previous two years, 39 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 38 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: 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), Lyell Wealth Management LP ($173.65K), and Parallel Advisors LLC ($80.62K).

Institutional investors have bought a total of 847,396 shares in the last 24 months. This purchase volume represents approximately $22.12M 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), Arrow Financial Corp ($15K), and Reliant Wealth Planning ($7.50K).

Institutional investors have sold a total of 139,355 shares in the last 24 months. This volume of shares sold represents approximately $3.65M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:IBDY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
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