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iShares iBonds Dec 2027 Term Treasury ETF (IBTH) Institutional Ownership

iShares iBonds Dec 2027 Term Treasury ETF logo
$22.27 +0.05 (+0.21%)
As of 02/21/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2027 Term Treasury ETF (NASDAQ:IBTH)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$66.02M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$6.07M
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IBTH Institutional Buying and Selling by Quarter

iShares iBonds Dec 2027 Term Treasury ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Novem Group13,853$307K0.0%N/A0.023%
2/17/2025 Captrust Financial Advisors160,866$3.57M0.0%+114.0%0.268%
2/17/2025 Cary Street Partners Financial LLC36,318$806K0.0%N/A0.060%
2/17/2025 Baird Financial Group Inc.111,854$2.48M0.0%+60.4%0.186%
2/17/2025 Ameriprise Financial Inc.149,847$3.33M0.0%+15.8%0.249%
2/14/2025 Kovitz Investment Group Partners LLC22,748$505K0.0%-51.3%0.038%
2/14/2025 Integrated Wealth Concepts LLC915,265$20.32M0.2%+12.7%1.523%
2/13/2025 United Capital Financial Advisors LLC78,541$1.74M0.0%+93.1%0.131%
2/12/2025 Boston Family Office LLC180,267$4.00M0.3%+78.8%0.300%
2/12/2025 Portland Global Advisors LLC96,425$2.14M0.3%N/A0.160%
2/11/2025 AllSquare Wealth Management LLC30,651$680K0.4%+9.9%0.051%
2/11/2025 OLD Point Trust & Financial Services N A7,300$162K0.1%+145.0%0.012%
2/11/2025 Atlantic Private Wealth LLC41,615$924K0.7%-2.7%0.069%
2/10/2025 GLOBALT Investments LLC GA3,006,910$66.74M2.6%-1.6%5.003%
2/10/2025 Eldridge Investment Advisors Inc.11,479$255K0.1%N/A0.019%
2/10/2025 Hills Bank & Trust Co9,900$220K0.0%+8.6%0.016%
2/10/2025 Hughes Financial Services LLC89,056$1.98M0.4%N/A0.148%
2/5/2025 Kohmann Bosshard Financial Services LLC2,121$47K0.0%N/A0.004%
1/31/2025 Bank of Jackson Hole Trust1,894$42K0.0%N/A0.003%
1/29/2025 Leavell Investment Management Inc.109,151$2.42M0.1%+18.5%0.184%
1/28/2025 Barrett & Company Inc.29,013$644K0.3%+33.0%0.049%
1/24/2025 Costello Asset Management INC13,914$309K0.2%+110.1%0.024%
1/23/2025 Crews Bank & Trust17,625$391K0.1%N/A0.030%
1/23/2025 Strategic Blueprint LLC121,400$2.70M0.2%+18.4%0.205%
1/22/2025 Heartland Bank & Trust Co17,655$392K0.2%+49.1%0.030%
1/21/2025 Montecito Bank & Trust48,104$1.07M0.2%-18.0%0.081%
1/17/2025 Janney Montgomery Scott LLC171,891$3.82M0.0%+8.6%0.295%
1/14/2025 Pinnacle Bancorp Inc.19,110$424K0.1%+7.6%0.033%
1/13/2025 PSI Advisors LLC2,740$61K0.0%N/A0.005%
1/7/2025 Horizons Wealth Management39,212$870K0.7%+293.1%0.068%
1/2/2025 Confluence Investment Management LLC1,417,941$31.47M0.4%+4.6%3.007%
11/21/2024SkyView Investment Advisors LLC50,000$1.12M0.2%-9.1%0.106%
11/15/2024 Kovitz Investment Group Partners LLC46,756$1.06M0.0%N/A0.099%
11/15/2024 Integrated Wealth Concepts LLC811,921$18.38M0.2%+59.7%1.722%
11/14/2024 Captrust Financial Advisors75,162$1.70M0.0%-2.8%0.159%
11/13/2024 Boston Family Office LLC100,844$2.28M0.2%+38.3%0.214%
11/7/2024 GLOBALT Investments LLC GA3,054,786$69.15M2.6%-4.0%6.479%
11/1/2024 Leavell Investment Management Inc.92,108$2.09M0.1%+90.2%0.196%
10/31/2024 Confluence Investment Management LLC1,355,971$30.69M0.4%-2.1%2.891%
10/30/2024Cary Street Partners Asset Management LLC13,029$295K0.0%N/A0.028%
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10/29/2024 Janney Montgomery Scott LLC158,284$3.58M0.0%+1.2%0.338%
10/25/2024 Strategic Blueprint LLC102,571$2.32M0.1%+89.3%0.220%
10/22/2024 Heartland Bank & Trust Co11,842$268K0.1%N/A0.025%
10/22/2024 Eastern Bank1,152$26K0.0%N/A0.002%
10/9/2024 Pinnacle Bancorp Inc.17,760$402K0.1%+78.6%0.039%
8/16/2024SkyView Investment Advisors LLC55,000$1.21M0.2%-26.7%0.130%
8/2/2024 Mascoma Wealth Management LLC11,484$254K0.1%+4.1%0.027%
7/27/2024 Strategic Blueprint LLC54,172$1.20M0.1%+124.0%0.130%
7/26/2024 Cambridge Investment Research Advisors Inc.72,743$1.61M0.0%+4.2%0.175%
7/25/2024 Hills Bank & Trust Co9,116$201K0.0%+15.1%0.022%
7/22/2024 Horizons Wealth Management9,466$210K0.2%+270.1%0.023%
7/17/2024 Montecito Bank & Trust58,639$1.29M0.3%+16.1%0.146%
7/2/2024 Transcend Capital Advisors LLC40,050$884K0.1%N/A0.111%
7/1/2024 Confluence Investment Management LLC1,384,733$30.57M0.4%-0.2%3.841%
5/17/2024SkyView Investment Advisors LLC75,000$1.66M0.3%N/A0.208%
5/14/2024InterOcean Capital Group LLC271,862$6.02M0.1%+13.6%0.754%
5/1/2024 Janney Montgomery Scott LLC152,584$3.38M0.0%+13.8%0.423%
4/25/2024 Cambridge Investment Research Advisors Inc.69,795$1.55M0.0%+6.4%0.196%
4/24/2024 Leavell Investment Management Inc.29,830$661K0.0%+24.6%0.084%
4/23/2024 WASHINGTON TRUST Co17,980$398K0.0%N/A0.050%
4/23/2024 Strategic Blueprint LLC24,184$536K0.0%+72.1%0.068%
4/16/2024 Pinnacle Bancorp Inc.9,946$220K0.1%N/A0.028%
4/1/2024 Confluence Investment Management LLC1,386,858$30.73M0.4%N/A4.459%
2/20/2024 GLOBALT Investments LLC GA3,291,583$73.70M3.1%N/A10.584%
2/9/2024 Atlantic Private Wealth LLC42,709$956K0.9%N/A0.137%
2/9/2024 Cambridge Investment Research Advisors Inc.65,573$1.47M0.0%+8.8%0.211%
2/9/2024InterOcean Capital Group LLC239,318$5.36M0.1%N/A0.770%
2/8/2024 Janney Montgomery Scott LLC134,111$3.00M0.0%+14.6%0.431%
2/7/2024 Hills Bank & Trust Co6,435$144K0.0%+13.7%0.021%
2/7/2024 Bogart Wealth LLC3,370$75K0.0%N/A0.011%
1/25/2024 Strategic Blueprint LLC14,053$315K0.0%N/A0.047%
1/23/2024 Leavell Investment Management Inc.23,932$536K0.0%N/A0.080%
1/8/2024 Horizons Wealth Management2,558$57K0.0%+24.5%0.009%
1/5/2024 Montecito Bank & Trust50,514$1.13M0.2%+341.0%0.175%
11/27/2023 AllSquare Wealth Management LLC20,645$451K0.3%+3,653.6%0.164%
11/15/2023 KPP Advisory Services LLC9,800$214K0.1%N/A0.078%
11/8/2023 Janney Montgomery Scott LLC117,035$2.56M0.0%N/A0.929%
10/26/2023 Hills Bank & Trust Co5,660$124K0.0%N/A0.045%
10/24/2023 Cambridge Investment Research Advisors Inc.60,244$1.32M0.0%-42.6%0.508%
10/16/2023 Montecito Bank & Trust11,455$250K0.1%N/A0.097%
10/12/2023 Horizons Wealth Management2,054$45K0.0%+92.1%0.018%
10/10/2023 Confluence Investment Management LLC1,429,156$31.23M0.5%-0.5%12.704%
8/9/2023 Flow Traders U.S. LLC37,622$833K0.0%-54.5%0.342%
7/27/2023 Grove Bank & Trust1,300$29K0.0%N/A0.012%
7/13/2023 Cambridge Investment Research Advisors Inc.104,999$2.33M0.0%+12.2%0.963%
7/3/2023 Confluence Investment Management LLC1,436,264$31.81M0.5%-0.1%14.731%
5/15/2023 Flow Traders U.S. LLC82,616$1.87M0.1%-26.0%0.847%
5/12/2023 NewEdge Advisors LLC300,544$6.81M0.1%+33.6%3.083%
5/11/2023 Cambridge Investment Research Advisors Inc.93,594$2.12M0.0%+224.0%0.960%
5/9/2023 JDM Financial Group LLC9,113$207K0.2%+46.4%0.093%
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5/3/2023 Integrated Wealth Concepts LLC26,461$600K0.0%+34.4%0.271%
4/12/2023 Private Trust Co. NA3,366$76K0.0%N/A0.035%
4/4/2023 Confluence Investment Management LLC1,437,738$32.58M0.5%+2.7%15.214%
2/13/2023 Integrated Wealth Concepts LLC19,684$438K0.0%N/A0.261%
2/8/2023 Cambridge Investment Research Advisors Inc.28,883$643K0.0%N/A0.383%
1/12/2023First National Bank of South Miami1,300$29K0.0%N/A0.018%
1/11/2023 JDM Financial Group LLC6,226$138K0.1%N/A0.086%
1/4/2023 Confluence Investment Management LLC1,399,777$31.14M0.5%N/A22.577%
7/6/2022 Confluence Investment Management LLC108,504$2.51M0.0%+5.2%4.718%
4/4/2022 Confluence Investment Management LLC103,171$2.45M0.0%+0.5%7.936%
(Data available from 1/1/2016 forward)

IBTH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBTH shares?

During the previous two years, 46 institutional investors and hedge funds held shares of iShares iBonds Dec 2027 Term Treasury ETF. The most heavily invested institutionals were GLOBALT Investments LLC GA ($66.74M), Confluence Investment Management LLC ($31.47M), Integrated Wealth Concepts LLC ($20.32M), NewEdge Advisors LLC ($6.81M), InterOcean Capital Group LLC ($6.02M), Boston Family Office LLC ($4.00M), and Janney Montgomery Scott LLC ($3.82M).Learn more on IBTH's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2027 Term Treasury ETF stock?

Of the 45 institutional investors that purchased iShares iBonds Dec 2027 Term Treasury ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GLOBALT Investments LLC GA ($3.29M), Confluence Investment Management LLC ($1.49M), Integrated Wealth Concepts LLC ($413.49K), InterOcean Capital Group LLC ($271.86K), Janney Montgomery Scott LLC ($168.05K), Strategic Blueprint LLC ($121.40K), and Boston Family Office LLC ($107.34K).

How much institutional buying is happening at iShares iBonds Dec 2027 Term Treasury ETF?

Institutional investors have bought a total of 7,013,909 shares in the last 24 months. This purchase volume represents approximately $160.92M in transactions.

Which iShares iBonds Dec 2027 Term Treasury ETF major shareholders have been selling company stock?

Of the 9 institutional investors that sold iShares iBonds Dec 2027 Term Treasury ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: GLOBALT Investments LLC GA ($176.51K), Flow Traders U.S. LLC ($74.03K), Cambridge Investment Research Advisors Inc. ($44.76K), Confluence Investment Management LLC ($39.47K), SkyView Investment Advisors LLC ($25K), Kovitz Investment Group Partners LLC ($24.01K), and Montecito Bank & Trust ($10.54K).

How much institutional selling is happening at iShares iBonds Dec 2027 Term Treasury ETF?

Institutional investors have sold a total of 397,601 shares in the last 24 months. This volume of shares sold represents approximately $9.55M in transactions.


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This page (NASDAQ:IBTH) was last updated on 2/22/2025 by MarketBeat.com Staff
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