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iShares iBonds Dec 2024 Term Treasury ETF (IBTE) Institutional Ownership

iShares iBonds Dec 2024 Term Treasury ETF logo
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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2024 Term Treasury ETF (NASDAQ:IBTE)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$80.91M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$510.68M
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IBTE Institutional Buying and Selling by Quarter

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iShares iBonds Dec 2024 Term Treasury ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/29/2024American Trust10,436$250K0.0%N/A0.014%
11/15/2024Integrated Wealth Concepts LLC756,554$18.16M0.2%-14.5%1.007%
11/14/2024Flow Traders U.S. LLC358,600$8.61M0.4%+1,030.8%0.477%
11/14/2024Captrust Financial Advisors3,502,931$84.07M0.2%-85.3%4.661%
11/14/2024Atlantic Union Bankshares Corp19,244$462K0.0%-95.3%0.026%
11/13/2024Private Trust Co. NA15,594$374K0.0%-20.4%0.021%
11/13/2024Boston Family Office LLC71,139$1.71M0.1%-31.6%0.095%
11/6/2024Archer Investment Corp162,019$3.89M1.0%-1.8%0.216%
11/4/2024Kennebec Savings Bank1,713$41K0.0%N/A0.002%
11/1/2024Leavell Investment Management Inc.157,421$3.78M0.2%-19.0%0.208%
10/29/2024Janney Montgomery Scott LLC202,536$4.86M0.0%+0.5%0.264%
10/29/2024Farther Finance Advisors LLC48,374$1.16M0.0%-25.8%0.063%
10/28/2024Hills Bank & Trust Co1,945,160$46.68M3.5%-2.7%2.533%
10/25/2024Strategic Blueprint LLC199,232$4.78M0.3%-15.7%0.256%
10/25/2024True Link Financial Advisors LLC37,600$902K0.1%-50.2%0.048%
10/23/2024Cross Staff Investments Inc14,185$340K0.3%-22.4%0.018%
10/23/2024Klaas Financial Asset Advisors LLC44,681$1.07M0.2%-24.7%0.057%
10/23/2024PSI Advisors LLC288,235$6.92M2.0%+2.2%0.370%
10/22/2024Eastern Bank4,508$108K0.0%N/A0.006%
10/9/2024Pinnacle Bancorp Inc.2,086$50K0.0%-47.6%0.003%
8/7/2024Ashton Thomas Private Wealth LLC10,346$248K0.0%-5.5%0.009%
8/2/2024Mascoma Wealth Management LLC8,400$201K0.1%-38.4%0.007%
8/2/2024Archer Investment Corp165,054$3.96M1.2%+2.8%0.146%
7/31/2024Farther Finance Advisors LLC65,206$1.56M0.1%+16.5%0.058%
7/31/2024IFG Advisory LLC184,066$4.41M0.3%-14.3%0.163%
7/29/2024Arkadios Wealth Advisors29,875$716K0.0%N/A0.026%
7/27/2024Strategic Blueprint LLC236,400$5.67M0.4%-19.1%0.208%
7/26/2024Cambridge Investment Research Advisors Inc.770,989$18.49M0.1%-2.1%0.679%
7/25/2024Hills Bank & Trust Co1,998,580$47.93M3.9%+3.9%1.761%
7/25/2024Atlantic Union Bankshares Corp412,620$9.89M0.6%+21.0%0.362%
7/23/2024PSI Advisors LLC282,062$6.76M2.1%+70.4%0.247%
7/22/2024Horizons Wealth Management28,284$677K0.5%-26.0%0.025%
7/17/2024Montecito Bank & Trust46,649$1.12M0.2%+1.0%0.041%
7/17/2024Leavell Investment Management Inc.194,398$4.66M0.3%-0.4%0.169%
7/12/2024True Link Financial Advisors LLC75,445$1.81M0.2%-17.3%0.065%
5/16/2024Captrust Financial Advisors21,426,891$512.96M1.7%+12.4%17.945%
5/14/2024InterOcean Capital Group LLC1,488,794$35.64M0.9%-1.3%1.247%
5/9/2024JDM Financial Group LLC19,093$457K0.3%+12.4%0.016%
5/9/2024Portland Global Advisors LLC47,207$1.13M0.2%N/A0.040%
5/4/2024Gould Asset Management LLC CA49,415$1.18M0.3%+59.3%0.041%
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5/3/2024United Community Bank1,996$48K0.0%N/A0.002%
5/1/2024Janney Montgomery Scott LLC203,178$4.86M0.0%-1.7%0.170%
4/25/2024Klaas Financial Asset Advisors LLC50,338$1.21M0.2%-5.1%0.042%
4/25/2024Cambridge Investment Research Advisors Inc.787,455$18.85M0.1%+13.3%0.654%
4/24/2024Leavell Investment Management Inc.195,081$4.67M0.3%+0.8%0.162%
4/24/2024PSI Advisors LLC165,546$3.96M1.4%+68.3%0.137%
4/23/2024WASHINGTON TRUST Co3,000$72K0.0%N/A0.002%
4/23/2024Strategic Blueprint LLC292,286$7.00M0.5%+20.3%0.243%
4/19/2024American National Bank & Trust Co. VA11,270$270K0.1%N/A0.009%
4/19/2024True Link Financial Advisors LLC91,193$2.18M0.2%+5.2%0.076%
4/16/2024Atlantic Union Bankshares Corp340,929$8.16M0.7%+23.7%0.283%
2/12/2024Boston Family Office LLC110,060$2.63M0.2%+23.9%0.092%
2/9/2024Atlantic Private Wealth LLC185,145$4.42M3.9%+24.9%0.154%
2/9/2024Cambridge Investment Research Advisors Inc.695,267$16.59M0.1%+135.3%0.579%
2/9/2024InterOcean Capital Group LLC1,507,671$35.97M1.0%+99.0%1.256%
2/8/2024Janney Montgomery Scott LLC206,632$4.93M0.0%+9.6%0.172%
2/7/2024Cary Street Partners Investment Advisory LLC25,633$612K0.0%-43.1%0.021%
2/7/2024Hills Bank & Trust Co1,591,657$37.98M3.7%+27.0%1.326%
2/7/2024Bogart Wealth LLC2,874$69K0.0%N/A0.002%
2/6/2024Eldridge Investment Advisors Inc.185,434$4.42M1.2%+41.4%0.155%
2/6/2024First Horizon Advisors Inc.3,783$90K0.0%N/A0.003%
2/5/2024Cary Street Partners Asset Management LLC14,772$352K0.1%-22.5%0.012%
2/2/2024Gould Asset Management LLC CA31,015$740K0.2%+122.3%0.026%
2/1/2024PSI Advisors LLC98,373$2.35M0.9%+27.4%0.082%
1/31/2024Archer Investment Corp151,364$3.61M1.2%+130.4%0.126%
1/30/2024Scissortail Wealth Management LLC681,793$16.32M5.2%+2.4%0.567%
1/25/2024Strategic Blueprint LLC242,965$5.80M0.5%+134.2%0.204%
1/24/2024Mascoma Wealth Management LLC15,103$360K0.1%+10.0%0.013%
1/24/2024Private Trust Co. NA19,582$467K0.1%+14.4%0.016%
1/23/2024Leavell Investment Management Inc.193,569$4.62M0.3%+18.9%0.163%
1/19/2024True Link Financial Advisors LLC86,713$2.07M0.2%+174.9%0.074%
1/19/2024Atlantic Union Bankshares Corp275,655$6.58M0.6%-14.2%0.234%
1/17/2024IFG Advisory LLC252,706$6.03M0.4%+153.2%0.214%
1/8/2024Horizons Wealth Management38,210$912K0.6%+15.2%0.033%
1/5/2024Montecito Bank & Trust46,189$1.10M0.2%+340.1%0.040%
11/16/2023JDM Financial Group LLC16,647$397K0.4%+6.4%0.015%
11/15/2023Integrated Wealth Concepts LLC647,969$15.45M0.3%+31.9%0.585%
11/13/2023Cary Street Partners Investment Advisory LLC45,033$1.07M0.1%+636.3%0.041%
11/9/2023Atlantic Private Wealth LLC148,252$3.53M3.6%+4.4%0.134%
11/8/2023Janney Montgomery Scott LLC188,528$4.50M0.0%N/A0.170%
11/8/2023Archer Investment Corp65,692$1.57M0.6%+47.1%0.059%
11/6/2023Eldridge Investment Advisors Inc.131,144$3.12M1.0%+660.4%0.118%
11/6/2023Black Swift Group LLC19,200$458K0.1%N/A0.017%
10/30/2023True Link Financial Advisors LLC31,549$752K0.1%+14.2%0.029%
10/27/2023Princeton Global Asset Management LLC3,750$89K0.0%+127.3%0.003%
10/26/2023Hills Bank & Trust Co1,253,290$29.88M3.5%+215.3%1.137%
10/25/2023OLD Second National Bank of Aurora15,234$363K0.1%-2.9%0.014%
10/24/2023Arlington Partners LLC18,915$451K0.2%N/A0.017%
10/24/2023Gould Asset Management LLC CA13,955$333K0.1%-5.3%0.013%
10/24/2023Cambridge Investment Research Advisors Inc.295,444$7.04M0.0%+12.3%0.270%
EU’s Action Takes Aim At US Retirees (Ad)

Trump's Return Sparks Massive Gold Rush—Is Your 401(k) Ready for the Fallout? With President Trump back and global powers like China, Russia, and even Europe rapidly moving away from the U.S. dollar, central banks and financial giants are frantically buying gold at historic rates. This massive shift threatens your retirement savings with inflation and market instability—potentially worse than 2008. But you can protect yourself today by leveraging a little-known IRS loophole that lets you diversify your IRA or 401(k) into gold—tax-free and penalty-free.

Claim Your FREE 2025 Gold Guide Now—And Shield Your Wealth Before Gold Prices Skyrocket Further!
10/23/2023Scissortail Wealth Management LLC666,030$15.87M12.5%+1.5%0.609%
10/20/2023Atlantic Union Bankshares Corp321,173$7.66M0.8%+12.7%0.293%
10/18/2023Pinnacle Bancorp Inc.3,978$95K0.0%+90.7%0.004%
10/17/2023Cross Staff Investments Inc18,275$436K0.4%-7.6%0.017%
10/16/2023Montecito Bank & Trust10,495$250K0.1%N/A0.010%
10/16/2023Leavell Investment Management Inc.162,805$3.88M0.3%+3.4%0.151%
10/13/2023PSI Advisors LLC77,211$1.84M0.8%+29.8%0.072%
10/12/2023Horizons Wealth Management33,170$791K0.6%+50.9%0.031%
10/10/2023Confluence Investment Management LLC615,087$14.66M0.2%+16.6%0.576%
9/12/2023Farther Finance Advisors LLC1,450$35K0.0%+212.5%0.001%
(Data available from 1/1/2016 forward)

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IBTE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBTE shares?

During the previous two years, 50 institutional investors and hedge funds held shares of iShares iBonds Dec 2024 Term Treasury ETF. The most heavily invested institutionals were Captrust Financial Advisors ($84.07M), NewEdge Advisors LLC ($49.28M), Hills Bank & Trust Co ($46.68M), InterOcean Capital Group LLC ($35.64M), Cambridge Investment Research Advisors Inc. ($18.49M), Integrated Wealth Concepts LLC ($18.16M), and Scissortail Wealth Management LLC ($16.32M).Learn more on IBTE's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2024 Term Treasury ETF stock?

Of the 47 institutional investors that purchased iShares iBonds Dec 2024 Term Treasury ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Captrust Financial Advisors ($2.36M), Hills Bank & Trust Co ($1.67M), InterOcean Capital Group LLC ($749.99K), Cambridge Investment Research Advisors Inc. ($658.69K), Atlantic Union Bankshares Corp ($458.14K), Flow Traders U.S. LLC ($326.89K), and Strategic Blueprint LLC ($311.76K).

How much institutional buying is happening at iShares iBonds Dec 2024 Term Treasury ETF?

Institutional investors have bought a total of 9,179,307 shares in the last 24 months. This purchase volume represents approximately $244.22M in transactions.

Which iShares iBonds Dec 2024 Term Treasury ETF major shareholders have been selling company stock?

Of the 28 institutional investors that sold iShares iBonds Dec 2024 Term Treasury ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Captrust Financial Advisors ($20.35M), Atlantic Union Bankshares Corp ($438.89K), Integrated Wealth Concepts LLC ($127.86K), Strategic Blueprint LLC ($93.05K), True Link Financial Advisors LLC ($53.59K), Hills Bank & Trust Co ($53.42K), and OLD Second National Bank of Aurora ($40.42K).

How much institutional selling is happening at iShares iBonds Dec 2024 Term Treasury ETF?

Institutional investors have sold a total of 21,450,898 shares in the last 24 months. This volume of shares sold represents approximately $516.98M in transactions.


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This page (NASDAQ:IBTE) was last updated on 4/4/2025 by MarketBeat.com Staff
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