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iShares iBonds Dec 2026 Term Treasury ETF (IBTG) Institutional Ownership

iShares iBonds Dec 2026 Term Treasury ETF logo
$22.83 0.00 (0.00%)
As of 01/22/2025 03:59 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2026 Term Treasury ETF (NASDAQ:IBTG)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$79.20M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$2.10M
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IBTG Institutional Buying and Selling by Quarter

iShares iBonds Dec 2026 Term Treasury ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/22/2025Heartland Bank & Trust Co17,233$393K0.2%+49.1%0.024%
1/22/2025Klaas Financial Asset Advisors LLC36,282$828K0.1%N/A0.050%
1/21/2025 Montecito Bank & Trust46,748$1.07M0.2%-17.9%0.065%
1/17/2025 Janney Montgomery Scott LLC205,662$4.69M0.0%+9.1%0.288%
1/14/2025 Pinnacle Bancorp Inc.21,025$480K0.2%+7.5%0.029%
1/13/2025 PSI Advisors LLC51,358$1.17M0.3%-19.0%0.073%
1/7/2025 Horizons Wealth Management46,834$1.07M0.8%+5.7%0.067%
11/15/2024Kovitz Investment Group Partners LLC77,455$1.79M0.0%N/A0.126%
11/15/2024Integrated Wealth Concepts LLC909,304$20.97M0.3%+47.3%1.479%
11/14/2024Captrust Financial Advisors94,715$2.19M0.0%-8.0%0.154%
11/13/2024Boston Family Office LLC164,126$3.79M0.3%+12.7%0.267%
11/1/2024Leavell Investment Management Inc.161,184$3.72M0.2%+51.5%0.263%
10/29/2024 Janney Montgomery Scott LLC188,587$4.35M0.0%+1.1%0.308%
10/29/2024Farther Finance Advisors LLC46,995$1.08M0.0%+20.2%0.077%
10/25/2024Strategic Blueprint LLC194,810$4.49M0.3%+48.9%0.321%
10/23/2024 PSI Advisors LLC63,413$1.46M0.4%+2.1%0.105%
10/22/2024Heartland Bank & Trust Co11,556$267K0.1%N/A0.019%
10/22/2024 Eastern Bank4,949$114K0.0%N/A0.008%
10/9/2024 Pinnacle Bancorp Inc.19,560$451K0.1%+14.0%0.033%
8/7/2024Dorsey & Whitney Trust CO LLC9,380$213K0.0%N/A0.017%
8/7/2024Ashton Thomas Private Wealth LLC4,365$99K0.0%N/A0.008%
8/2/2024Mascoma Wealth Management LLC9,988$226K0.1%-28.3%0.019%
7/31/2024Farther Finance Advisors LLC39,104$882K0.0%-45.3%0.073%
7/27/2024Strategic Blueprint LLC130,838$2.96M0.2%+28.4%0.244%
7/26/2024Cambridge Investment Research Advisors Inc.84,112$1.91M0.0%+6.5%0.157%
7/23/2024 PSI Advisors LLC62,093$1.41M0.4%+1,511.5%0.118%
7/22/2024 Horizons Wealth Management44,025$1M0.8%-14.0%0.084%
7/17/2024 Montecito Bank & Trust56,951$1.29M0.3%+16.2%0.110%
7/17/2024Leavell Investment Management Inc.106,395$2.41M0.1%+37.7%0.206%
7/17/2024 AdvisorNet Financial Inc4,704$107K0.0%-19.1%0.009%
7/9/2024 Lowe Wealth Advisors LLC4,402$100K0.0%N/A0.009%
7/1/2024 Confluence Investment Management LLC864,059$19.58M0.3%-0.5%1.870%
5/14/2024InterOcean Capital Group LLC1,507,057$34.23M0.8%+50.4%3.262%
5/9/2024Portland Global Advisors LLC50,834$1.15M0.2%N/A0.110%
5/4/2024Gould Asset Management LLC CA46,200$1.05M0.3%+41.2%0.100%
5/3/2024United Community Bank2,903$66K0.0%N/A0.006%
5/1/2024 Janney Montgomery Scott LLC185,887$4.22M0.0%+4.3%0.403%
4/24/2024Leavell Investment Management Inc.77,290$1.76M0.1%+27.9%0.173%
4/23/2024WASHINGTON TRUST Co10,650$242K0.0%N/A0.024%
4/23/2024Strategic Blueprint LLC101,924$2.32M0.2%+69.9%0.228%
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4/16/2024 Pinnacle Bancorp Inc.17,160$390K0.1%+312.1%0.039%
4/12/2024 AdvisorNet Financial Inc5,818$132K0.0%-18.3%0.013%
4/1/2024 Confluence Investment Management LLC867,969$19.71M0.3%N/A2.231%
2/12/2024Boston Family Office LLC73,482$1.68M0.1%N/A0.189%
2/9/2024Atlantic Private Wealth LLC13,120$300K0.3%N/A0.034%
2/9/2024Cambridge Investment Research Advisors Inc.78,795$1.80M0.0%+3.7%0.203%
2/9/2024InterOcean Capital Group LLC1,002,317$22.91M0.6%+1,799.4%2.577%
2/8/2024 Janney Montgomery Scott LLC178,275$4.07M0.0%+13.0%0.458%
2/7/2024Cary Street Partners Investment Advisory LLC9,266$212K0.0%-56.2%0.024%
2/7/2024Bogart Wealth LLC3,292$75K0.0%N/A0.008%
2/2/2024Gould Asset Management LLC CA32,710$748K0.2%N/A0.085%
1/30/2024Scissortail Wealth Management LLC49,101$1.12M0.4%+7.8%0.130%
1/25/2024Strategic Blueprint LLC59,978$1.37M0.1%N/A0.165%
1/24/2024Mascoma Wealth Management LLC12,648$289K0.1%+39.7%0.035%
1/23/2024Leavell Investment Management Inc.60,412$1.38M0.1%+108.5%0.166%
1/19/2024 AdvisorNet Financial Inc7,118$163K0.0%+34.5%0.021%
1/8/2024 Horizons Wealth Management51,193$1.17M0.8%+81.9%0.155%
1/5/2024 Montecito Bank & Trust49,031$1.12M0.2%+340.1%0.148%
11/15/2023Integrated Wealth Concepts LLC120,408$2.71M0.0%+11.9%0.576%
11/13/2023Cary Street Partners Investment Advisory LLC21,150$475K0.0%+12,055.2%0.101%
11/8/2023 Janney Montgomery Scott LLC157,714$3.54M0.0%N/A0.755%
10/24/2023Cambridge Investment Research Advisors Inc.75,975$1.71M0.0%-28.5%0.411%
10/23/2023Scissortail Wealth Management LLC45,547$1.02M0.8%N/A0.246%
10/18/2023 Pinnacle Bancorp Inc.4,164$94K0.0%+92.4%0.023%
10/16/2023 Montecito Bank & Trust11,140$250K0.1%N/A0.061%
10/16/2023Leavell Investment Management Inc.28,979$651K0.0%+62.0%0.160%
10/13/2023 PSI Advisors LLC3,653$82K0.0%+228.2%0.020%
10/12/2023 Horizons Wealth Management28,136$632K0.5%+260.1%0.157%
10/10/2023 Confluence Investment Management LLC905,299$20.34M0.3%-1.2%5.144%
8/10/2023Cary Street Partners Asset Management LLC17,888$405K0.1%+11.6%0.124%
8/9/2023Flow Traders U.S. LLC78,107$1.77M0.1%N/A0.541%
7/19/2023Leavell Investment Management Inc.17,890$405K0.0%+8.2%0.123%
7/14/2023 AdvisorNet Financial Inc5,541$126K0.0%+12.6%0.038%
7/14/2023 Pinnacle Bancorp Inc.2,164$49K0.0%N/A0.015%
7/13/2023Cambridge Investment Research Advisors Inc.106,298$2.41M0.0%+20.6%0.736%
7/3/2023 Horizons Wealth Management7,814$177K0.1%+50.1%0.058%
7/3/2023 Confluence Investment Management LLC916,292$20.75M0.3%-0.3%6.838%
5/15/2023Cary Street Partners Asset Management LLC16,025$370K0.1%N/A0.120%
5/12/2023Stonebridge Capital Advisors LLC4,920$114K0.0%+173.3%0.037%
5/12/2023NewEdge Advisors LLC377,571$8.71M0.1%+19.1%2.818%
5/11/2023Cambridge Investment Research Advisors Inc.88,134$2.03M0.0%+70.5%0.658%
5/9/2023Epic Trust Investment Advisors LLC10,304$238K0.3%N/A0.077%
5/9/2023JDM Financial Group LLC12,772$295K0.3%+46.1%0.095%
5/3/2023Integrated Wealth Concepts LLC82,727$1.91M0.0%+73.8%0.622%
4/28/2023 AdvisorNet Financial Inc4,920$114K0.0%+173.3%0.037%
4/25/2023 PSI Advisors LLC1,113$26K0.0%N/A0.008%
4/13/2023Leavell Investment Management Inc.16,540$382K0.0%+74.4%0.129%
4/12/2023Private Trust Co. NA3,293$76K0.0%N/A0.026%
4/6/2023 Horizons Wealth Management5,205$120K0.1%+123.4%0.041%
4/4/2023 Confluence Investment Management LLC919,171$21.21M0.3%+3.0%7.324%
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2/13/2023Integrated Wealth Concepts LLC47,608$1.08M0.0%N/A0.483%
2/13/2023CIBC Private Wealth Group LLC14,000$318K0.0%N/A0.142%
2/8/2023Cambridge Investment Research Advisors Inc.51,698$1.17M0.0%N/A0.525%
1/17/2023Leavell Investment Management Inc.9,485$215K0.0%N/A0.111%
1/13/2023 AdvisorNet Financial Inc1,800$41K0.0%N/A0.022%
1/11/2023JDM Financial Group LLC8,744$199K0.2%N/A0.102%
1/5/2023 Capital Investment Advisors LLC1,469,885$33.39M1.0%+7.4%18.966%
1/4/2023 Confluence Investment Management LLC892,501$20.27M0.3%+29.7%16.682%
1/3/2023 Horizons Wealth Management2,330$53K0.0%N/A0.044%
11/15/2022Flow Traders U.S. LLC13,039$296K0.0%N/A0.244%
(Data available from 1/1/2016 forward)

IBTG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBTG shares?

During the previous two years, 39 institutional investors and hedge funds held shares of iShares iBonds Dec 2026 Term Treasury ETF. The most heavily invested institutionals were InterOcean Capital Group LLC ($34.23M), Integrated Wealth Concepts LLC ($20.97M), Confluence Investment Management LLC ($19.58M), NewEdge Advisors LLC ($8.71M), Janney Montgomery Scott LLC ($4.69M), Strategic Blueprint LLC ($4.49M), and Boston Family Office LLC ($3.79M).Learn more on IBTG's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2026 Term Treasury ETF stock?

Of the 38 institutional investors that purchased iShares iBonds Dec 2026 Term Treasury ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: InterOcean Capital Group LLC ($1.45M), Confluence Investment Management LLC ($894.64K), Integrated Wealth Concepts LLC ($387.50K), Janney Montgomery Scott LLC ($205.05K), Strategic Blueprint LLC ($194.81K), Leavell Investment Management Inc. ($151.70K), and Cambridge Investment Research Advisors Inc. ($114.22K).

How much institutional buying is happening at iShares iBonds Dec 2026 Term Treasury ETF?

Institutional investors have bought a total of 4,246,170 shares in the last 24 months. This purchase volume represents approximately $104.22M in transactions.

Which iShares iBonds Dec 2026 Term Treasury ETF major shareholders have been selling company stock?

Of the 10 institutional investors that sold iShares iBonds Dec 2026 Term Treasury ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Farther Finance Advisors LLC ($32.43K), Cambridge Investment Research Advisors Inc. ($30.32K), Confluence Investment Management LLC ($17.78K), PSI Advisors LLC ($12.06K), Cary Street Partners Investment Advisory LLC ($11.88K), Montecito Bank & Trust ($10.20K), and Captrust Financial Advisors ($8.26K).

How much institutional selling is happening at iShares iBonds Dec 2026 Term Treasury ETF?

Institutional investors have sold a total of 136,464 shares in the last 24 months. This volume of shares sold represents approximately $3.09M in transactions.


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This page (NASDAQ:IBTG) was last updated on 1/23/2025 by MarketBeat.com Staff
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