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iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) Institutional Ownership

$25.94 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2034 Term Corporate ETF (NYSEARCA:IBDZ)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$31.24M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$1.11M
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IBDZ Institutional Buying and Selling by Quarter

iShares iBonds Dec 2034 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 Advisors1,681,034$43.58M26.0%+1.6%4.981%
6/23/2026Ballast Advisors LLC1,159$30K0.0%N/A0.004%
6/3/2026Parallel Advisors LLC203,388$5.30M0.1%+1.7%0.628%
5/7/2026Parallel Advisors LLC203,388$5.30M0.1%+1.7%0.628%
5/6/2026Bessemer Group Inc.9,138$238K0.0%N/A0.028%
4/28/2026Bogart Wealth LLC1,133$30K0.0%+100.2%0.004%
4/22/2026Janney Montgomery Scott LLC343,060$8.94M0.0%+56.6%1.077%
2/17/2026Advisory Services Network LLC19,616$517K0.0%+10.8%0.078%
2/12/2026Lyell Wealth Management LP82,610$2.18M0.2%+366.1%0.327%
2/11/2026Janney Montgomery Scott LLC219,064$5.78M0.0%N/A0.866%
2/11/2026Parallel Advisors LLC199,895$5.27M0.1%+12.5%0.790%
2/10/2026 Sarver Vrooman Wealth Advisors21,073$556K0.3%+2.3%0.083%
2/9/2026Sterling Investment Advisors Ltd.10,115$267K0.0%+17.3%0.040%
2/6/2026Gradient Capital Advisors LLC17,986$474K0.1%+6.8%0.071%
2/5/2026Arrow Financial Corp400,877$10.57M1.1%+39.4%1.584%
2/4/2026Atlantic Union Bankshares Corp136,202$3.59M0.1%-18.8%0.540%
1/13/2026Fort Washington Investment Advisors Inc. OH19,393$511K0.0%N/A0.081%
1/9/2026Montecito Bank & Trust24,662$650K0.1%+6.1%0.105%
1/1/2026JPMorgan Chase & Co.80,741$2.14M0.0%N/A0.428%
11/18/2025Reliant Wealth Planning19,050$504K0.2%-28.4%0.101%
11/17/2025Flow Traders U.S. LLC41,896$1.11M0.0%N/A0.222%
11/17/2025Ameriprise Financial Inc.29,926$792K0.0%+203.3%0.159%
11/13/2025Parallel Advisors LLC177,703$4.70M0.1%+10.2%0.943%
11/12/202510Elms LLP1,900$50K0.0%N/A0.010%
11/7/2025JPMorgan Chase & Co.80,741$2.14M0.0%N/A0.428%
11/6/2025Lyell Wealth Management LP17,725$469K0.0%N/A0.094%
11/4/2025Atlantic Union Bankshares Corp167,777$4.44M0.1%-1.8%0.895%
10/30/2025CNB Bank1,857$49K0.0%N/A0.010%
10/28/2025Sterling Investment Advisors Ltd.8,625$228K0.0%N/A0.047%
10/27/2025Gradient Capital Advisors LLC16,847$446K0.1%+11.1%0.091%
10/23/2025 Sarver Vrooman Wealth Advisors20,609$546K0.4%+113.2%0.112%
10/21/2025Arrow Financial Corp287,632$7.61M0.8%+19.8%1.572%
10/7/2025Montecito Bank & Trust23,244$615K0.1%N/A0.138%
8/15/2025Captrust Financial Advisors15,457$404K0.0%+3.3%0.104%
8/15/2025Ameriprise Financial Inc.9,867$258K0.0%N/A0.066%
8/6/2025Atlantic Union Bankshares Corp170,822$4.46M0.1%N/A1.199%
7/16/2025Gradient Capital Advisors LLC15,159$396K0.1%+32.2%0.107%
7/9/2025Lbmc Investment Advisors LLC14,600$381K0.0%N/A0.104%
7/9/2025 Sarver Vrooman Wealth Advisors9,666$253K0.2%+5.1%0.069%
7/8/2025Parallel Advisors LLC161,318$4.22M0.1%+15.0%1.144%
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5/15/2025OLD Mission Capital LLC74,897$1.93M0.0%+317.3%0.590%
5/14/2025Flow Traders U.S. LLC26,730$689K0.0%N/A0.210%
5/5/2025Arrow Financial Corp148,400$3.83M0.4%+158.4%1.258%
5/5/2025Gradient Capital Advisors LLC11,468$296K0.1%+15.6%0.097%
4/17/2025Montecito Bank & Trust17,716$457K0.1%+8.0%0.150%
4/8/2025Parallel Advisors LLC140,283$3.62M0.1%+18.5%1.225%
2/17/2025Captrust Financial Advisors14,967$381K0.0%N/A0.000%
2/14/2025Arrow Financial Corp57,421$1.46M0.1%+710.8%0.000%
2/12/2025OLD Mission Capital LLC17,948$457K0.0%N/A0.000%
2/11/2025Sandy Spring Bank141,398$3.60M0.1%+406.0%0.000%
2/10/2025Parallel Advisors LLC118,375$3.01M0.1%+2,520.1%0.000%
1/29/2025Gradient Capital Advisors LLC9,923$253K0.1%+30.0%0.000%
1/21/2025Archford Capital Strategies LLC75,627$1.93M0.3%N/A0.000%
1/21/2025Montecito Bank & Trust16,397$417K0.1%+6.6%0.000%
10/31/2024Montecito Bank & Trust15,381$411K0.1%N/A0.000%


IBDZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 25 institutional investors and hedge funds held shares of iShares iBonds Dec 2034 Term Corporate ETF. The most heavily invested institutionals were Sarver Vrooman Wealth Advisors ($43.58M), Arrow Financial Corp ($10.57M), Janney Montgomery Scott LLC ($8.94M), Parallel Advisors LLC ($5.30M), Sandy Spring Bank ($3.60M), Atlantic Union Bankshares Corp ($3.59M), and Lyell Wealth Management LP ($2.18M).Learn more on iShares iBonds Dec 2034 Term Corporate ETF's institutional investors.

Of the 24 institutional investors that purchased iShares iBonds Dec 2034 Term Corporate ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Janney Montgomery Scott LLC ($343.06K), Arrow Financial Corp ($302.04K), Parallel Advisors LLC ($202.36K), Atlantic Union Bankshares Corp ($170.82K), JPMorgan Chase & Co. ($161.48K), Sandy Spring Bank ($113.45K), and Lyell Wealth Management LP ($82.61K).

Institutional investors have bought a total of 1,187,365 shares in the last 24 months. This purchase volume represents approximately $31.24M in transactions.

The following institutional investors have sold iShares iBonds Dec 2034 Term Corporate ETF stock in the last 24 months: Atlantic Union Bankshares Corp ($34.62K), and Reliant Wealth Planning ($7.55K).

Institutional investors have sold a total of 42,173 shares in the last 24 months. This volume of shares sold represents approximately $1.11M in transactions.


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This page (NYSEARCA:IBDZ) was last updated on 7/5/2026 by MarketBeat.com Staff.
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