IBDY Institutional Ownership
iShares iBonds Dec 2033 Term Corporate ETF
1W: -0.6%
1M: -2.9%
3M: -5.0%
YTD: -5.9%
1Y: -6.0%
3Y: +14.1%
$24.39
-0.04 (-0.16%)
Weekly Expected Move ±0.7%
$24
$24
$24
$25
$25
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IBDY
183
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
794M
Total Invested
25
New Positions
91
Increased
43
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (193 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Capital Investment Advisors, LLC | 3,299,900 | $80M | +193,116 | +6.2% | 12Q | SEC ↗ |
| 2 | MORGAN STANLEY | 2,336,734 | $57M | +75,234 | +3.3% | 12Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 2,142,584 | $52M | +209,408 | +10.8% | 11Q | SEC ↗ |
| 4 | CAPITAL ADVISORS INC/OK NEW | 1,901,100 | $46M | — | +0.0% | 1Q | SEC ↗ |
| 5 | SIGMA INVESTMENT COUNSELORS INC | 1,478,526 | $36M | +93,397 | +6.7% | 7Q | SEC ↗ |
| 6 | Summit Financial, LLC | 1,143,222 | $28M | -895,423 | -43.9% | 4Q | SEC ↗ |
| 7 | SUMMITRY LLC | 1,042,372 | $25M | +17,177 | +1.7% | 10Q | SEC ↗ |
| 8 | MV CAPITAL MANAGEMENT, INC. | 944,849 | $23M | +7,628 | +0.8% | 10Q | SEC ↗ |
| 9 | US BANCORP \DE | 863,835 | $21M | +59,815 | +7.4% | 10Q | SEC ↗ |
| 10 | HighTower Advisors, LLC | 738,622 | $18M | +115,572 | +18.5% | 9Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 738,413 | $18M | +182,030 | +32.7% | 7Q | SEC ↗ |
| 12 | Envision Financial Planning, LLC | 737,993 | $18M | -100,614 | -12.0% | 12Q | SEC ↗ |
| 13 | AMERIPRISE FINANCIAL INC | 716,884 | $17M | +48,018 | +7.2% | 6Q | SEC ↗ |
| 14 | WELLS FARGO & COMPANY/MN | 679,809 | $17M | +34,302 | +5.3% | 13Q | SEC ↗ |
| 15 | UBS Group AG | 616,604 | $15M | +82,446 | +15.4% | 11Q | SEC ↗ |
| 16 | Arrow Financial Corp | 610,058 | $15M | +20,264 | +3.4% | 12Q | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 516,077 | $13M | +7,346 | +1.4% | 10Q | SEC ↗ |
| 18 | MB, LEVIS & ASSOCIATES, LLC | 495,495 | $12M | +5,267 | +1.1% | 12Q | SEC ↗ |
| 19 | Sound View Wealth Advisors Group, LLC | 490,589 | $12M | +453,374 | +1218.3% | 3Q | SEC ↗ |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 434,894 | $11M | +11,709 | +2.8% | 11Q | SEC ↗ |
| 21 | INSTRUMENTAL WEALTH, LLC | 418,536 | $10M | +1,752 | +0.4% | 11Q | SEC ↗ |
| 22 | Janney Montgomery Scott LLC | 415,635 | $10M | +27,378 | +7.1% | 8Q | SEC ↗ |
| 23 | LPL Financial LLC | 388,876 | $9M | +26,085 | +7.2% | 10Q | SEC ↗ |
| 24 | ROYAL BANK OF CANADA | 372,485 | $9M | +101,339 | +37.4% | 12Q | SEC ↗ |
| 25 | Kestra Advisory Services, LLC | 335,084 | $8M | +2,103 | +0.6% | 10Q | SEC ↗ |
| 26 | Guidance Point Advisors, LLC | 289,080 | $7M | +10,801 | +3.9% | 10Q | SEC ↗ |
| 27 | Lido Advisors, LLC | 260,996 | $6M | +26,893 | +11.5% | 10Q | SEC ↗ |
| 28 | Concurrent Investment Advisors, LLC NEW | 247,004 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Parallel Advisors, LLC | 234,639 | $6M | +21,622 | +10.2% | 11Q | SEC ↗ |
| 30 | HANCOCK WHITNEY CORP | 233,766 | $6M | +7,470 | +3.3% | 5Q | SEC ↗ |
| 31 | Probity Advisors, Inc. | 231,197 | $6M | +41,871 | +22.1% | 11Q | SEC ↗ |
| 32 | Mariner, LLC | 227,092 | $6M | -69,368 | -23.4% | 11Q | SEC ↗ |
| 33 | Ironwood Financial, llc | 210,239 | $5M | +193,532 | +1158.4% | 3Q | SEC ↗ |
| 34 | Krilogy Financial LLC | 204,922 | $5M | -2,849 | -1.4% | 10Q | SEC ↗ |
| 35 | LYELL WEALTH MANAGEMENT, LP | 204,795 | $5M | +23,350 | +12.9% | 6Q | SEC ↗ |
| 36 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 204,577 | $5M | -71,017 | -25.8% | 2Q | SEC ↗ |
| 37 | CITADEL ADVISORS LLC | 187,684 | $5M | +98,240 | +109.8% | 2Q | SEC ↗ |
| 38 | 4Thought Financial Group Inc. | 185,959 | $5M | +10,284 | +5.9% | 11Q | SEC ↗ |
| 39 | BENJAMIN EDWARDS INC | 152,729 | $4M | -25,867 | -14.5% | 11Q | SEC ↗ |
| 40 | PRECEDENT WEALTH PARTNERS, LLC | 151,321 | $4M | +22,780 | +17.7% | 5Q | SEC ↗ |
| 41 | Evergreen Private Wealth LLC | 142,119 | $3M | +6,820 | +5.0% | 10Q | SEC ↗ |
| 42 | JAMES INVESTMENT RESEARCH, INC. | 130,105 | $3M | -7,446 | -5.4% | 11Q | SEC ↗ |
| 43 | MERCER GLOBAL ADVISORS INC /ADV | 128,946 | $3M | +15,088 | +13.3% | 7Q | SEC ↗ |
| 44 | ENVESTNET ASSET MANAGEMENT INC | 128,608 | $3M | -5,466 | -4.1% | 11Q | SEC ↗ |
| 45 | EP Wealth Advisors, LLC NEW | 128,507 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 46 | CWM, LLC | 128,222 | $3M | -9,535 | -6.9% | 8Q | SEC ↗ |
| 47 | ADIRONDACK TRUST CO | 128,140 | $3M | +9,221 | +7.8% | 11Q | SEC ↗ |
| 48 | HOWLAND CAPITAL MANAGEMENT LLC | 126,693 | $3M | +37,544 | +42.1% | 3Q | SEC ↗ |
| 49 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 125,678 | $3M | +35,935 | +40.0% | 10Q | SEC ↗ |
| 50 | First Interstate Bank | 119,680 | $3M | -1,820,664 | -93.8% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| CAPITAL ADVISORS INC/OK | 1,901,100 | $46M |
| Concurrent Investment Advisors, LLC | 247,004 | $6M |
| EP Wealth Advisors, LLC | 128,507 | $3M |
| Klingman & Associates, LLC | 78,833 | $2M |
| Rose Capital Advisors LLC | 28,368 | $692K |
| Aspen Wealth Management LLC | 25,972 | $633K |
| BEACON FINANCIAL GROUP | 15,461 | $377K |
| Peloton Wealth Strategists | 15,000 | $366K |
| Corient Private Wealth LP | 14,530 | $354K |
| Lifeworks Advisors, LLC | 12,528 | $306K |
| GOLDMAN SACHS GROUP INC | 12,060 | $294K |
| SAX WEALTH ADVISORS, LLC | 10,536 | $257K |
| Sarver Vrooman Wealth Advisors | 10,031 | $245K |
| Beaumont Asset Management, L.L.C. | 9,678 | $236K |
| Apollon Wealth Management, LLC | 9,550 | $233K |
| Great Diamond Partners, LLC | 9,533 | $233K |
| Chesley Taft & Associates LLC | 9,000 | $220K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 7,803 | $190K |
| CHOREO, LLC | 7,790 | $190K |
| Integrated Wealth Concepts LLC | 3,452 | $84K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| PFG Private Wealth Management, LLC | 463,084 | $11M |
| GTS SECURITIES LLC | 129,668 | $3M |
| MCF Advisors LLC | 77,210 | $2M |
| FLOW TRADERS U.S. LLC | 67,343 | $2M |
| BOSTON FAMILY OFFICE LLC | 66,187 | $2M |
| Keeler Thomas Management LLC | 41,164 | $1M |
| Walleye Partners, LLC | 27,970 | $682K |
| BARCLAYS PLC | 19,019 | $464K |
| StoneX Group Inc. | 17,776 | $434K |
| Frisch Financial Group, Inc. | 16,290 | $397K |
| Private Advisor Group, LLC | 13,598 | $332K |
| Stratos Wealth Partners, LTD. | 12,050 | $294K |
| HRT FINANCIAL LP | 10,258 | $250K |
| Banque Cantonale Vaudoise | 9,330 | $228K |
| BESSEMER GROUP INC | 9,319 | $227K |
| Sound Income Strategies, LLC | 4,614 | $113K |
| Cassaday & Co Wealth Management LLC | 4,312 | $105K |
| Intentional Wealth Strategies, LLC | 3,216 | $78K |
| Knights of Columbus Asset Advisors | 839 | $20K |
| HAZLETT, BURT & WATSON, INC. | 154 | $4K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Sound View Wealth Advisors Group, L | +453,374 | +1218.3% | 490,589 |
| BANK OF AMERICA CORP /DE | +209,408 | +10.8% | 2,142,584 |
| Ironwood Financial, llc | +193,532 | +1158.4% | 210,239 |
| Capital Investment Advisors, LLC | +193,116 | +6.2% | 3,299,900 |
| RAYMOND JAMES FINANCIAL INC | +182,030 | +32.7% | 738,413 |
| HighTower Advisors, LLC | +115,572 | +18.5% | 738,622 |
| ROYAL BANK OF CANADA | +101,339 | +37.4% | 372,485 |
| CITADEL ADVISORS LLC | +98,240 | +109.8% | 187,684 |
| SIGMA INVESTMENT COUNSELORS INC | +93,397 | +6.7% | 1,478,526 |
| UBS Group AG | +82,446 | +15.4% | 616,604 |
| MORGAN STANLEY | +75,234 | +3.3% | 2,336,734 |
| US BANCORP \DE | +59,815 | +7.4% | 863,835 |
| AMERIPRISE FINANCIAL INC | +48,018 | +7.2% | 716,884 |
| Probity Advisors, Inc. | +41,871 | +22.1% | 231,197 |
| HOWLAND CAPITAL MANAGEMENT LLC | +37,544 | +42.1% | 126,693 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +35,935 | +40.0% | 125,678 |
| WELLS FARGO & COMPANY/MN | +34,302 | +5.3% | 679,809 |
| Janney Montgomery Scott LLC | +27,378 | +7.1% | 415,635 |
| Lido Advisors, LLC | +26,893 | +11.5% | 260,996 |
| Glenview Trust Co | +26,784 | +86.1% | 57,888 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| First Interstate Bank | -1,820,664 | -93.8% | 119,680 |
| Summit Financial, LLC | -895,423 | -43.9% | 1,143,222 |
| JANE STREET GROUP, LLC | -267,588 | -80.2% | 66,000 |
| Envision Financial Planning, LLC | -100,614 | -12.0% | 737,993 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -71,017 | -25.8% | 204,577 |
| Mariner, LLC | -69,368 | -23.4% | 227,092 |
| Atlantic Union Bankshares Corp | -36,925 | -24.7% | 112,702 |
| BENJAMIN EDWARDS INC | -25,867 | -14.5% | 152,729 |
| JPMORGAN CHASE & CO | -25,488 | -88.5% | 3,318 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, | -11,340 | -28.6% | 28,312 |
| Addison Advisors LLC | -11,322 | -36.2% | 19,935 |
| OneDigital Investment Advisors LLC | -10,002 | -9.5% | 95,777 |
| CWM, LLC | -9,535 | -6.9% | 128,222 |
| Reliant Wealth Planning | -7,726 | -20.9% | 29,284 |
| JAMES INVESTMENT RESEARCH, INC. | -7,446 | -5.4% | 130,105 |
| Seneca House Advisors | -6,760 | -7.1% | 88,080 |
| ENVESTNET ASSET MANAGEMENT INC | -5,466 | -4.1% | 128,608 |
| Archford Capital Strategies, LLC | -4,301 | -5.6% | 72,909 |
| FIFTH THIRD BANCORP | -4,251 | -36.6% | 7,364 |
| Krilogy Financial LLC | -2,849 | -1.4% | 204,922 |