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iShares iBonds Dec 2028 Term Treasury ETF (IBTI) Institutional Ownership

iShares iBonds Dec 2028 Term Treasury ETF logo
$22.15 -0.02 (-0.09%)
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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2028 Term Treasury ETF (NASDAQ:IBTI)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$39.82M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$6.29M
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IBTI Institutional Buying and Selling by Quarter

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iShares iBonds Dec 2028 Term Treasury ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Captrust Financial Advisors51,163$1.12M0.0%+168.3%0.128%
2/17/2025 Cary Street Partners Financial LLC37,869$829K0.0%N/A0.095%
2/17/2025 Baird Financial Group Inc.62,908$1.38M0.0%+157.2%0.158%
2/17/2025 Ameriprise Financial Inc.195,858$4.29M0.0%-20.1%0.491%
2/14/2025 Integrated Wealth Concepts LLC114,901$2.52M0.0%+57.1%0.288%
2/13/2025 United Capital Financial Advisors LLC65,373$1.43M0.0%+91.6%0.164%
2/12/2025 Boston Family Office LLC89,192$1.95M0.1%+18.0%0.224%
2/11/2025 FCA Corp TX197,307$4.32M1.3%+2.6%0.495%
2/11/2025 AllSquare Wealth Management LLC2,255$49K0.0%+69.5%0.006%
2/11/2025 OLD Point Trust & Financial Services N A1,150$25K0.0%N/A0.003%
2/5/2025 Kohmann Bosshard Financial Services LLC2,150$47K0.0%N/A0.005%
2/5/2025 Private Trust Co. NA10,039$220K0.0%+77.6%0.025%
2/4/2025 Bank of New York Mellon Corp13,117$287K0.0%+11.2%0.033%
2/3/2025 Transcend Capital Advisors LLC228,248$5.00M0.4%-15.2%0.557%
1/31/2025 Bank of Jackson Hole Trust1,913$42K0.0%N/A0.005%
1/29/2025 Leavell Investment Management Inc.57,046$1.25M0.1%+46.2%0.141%
1/28/2025 Barrett & Company Inc.14,865$326K0.1%+53.9%0.037%
1/23/2025 Crews Bank & Trust13,205$289K0.0%N/A0.033%
1/23/2025 OLD Second National Bank of Aurora1,825$40K0.0%N/A0.005%
1/23/2025 Strategic Blueprint LLC40,252$882K0.1%+1.9%0.100%
1/22/2025 Heartland Bank & Trust Co17,835$391K0.2%+49.1%0.044%
1/21/2025 Montecito Bank & Trust13,794$302K0.1%N/A0.034%
1/17/2025 Janney Montgomery Scott LLC104,117$2.28M0.0%+11.2%0.262%
1/16/2025 Lbmc Investment Advisors LLC10,524$231K0.0%N/A0.026%
1/14/2025 Pinnacle Bancorp Inc.14,127$309K0.1%+41.3%0.036%
1/13/2025 PSI Advisors LLC1,900$42K0.0%N/A0.005%
1/2/2025 Confluence Investment Management LLC610,084$13.36M0.2%-10.6%1.907%
11/15/2024 Integrated Wealth Concepts LLC73,145$1.65M0.0%+45.4%0.229%
11/14/2024 Flow Traders U.S. LLC34,804$783K0.0%-68.7%0.109%
11/14/2024 Captrust Financial Advisors19,066$429K0.0%-26.4%0.060%
11/13/2024 Boston Family Office LLC75,559$1.70M0.1%+11.5%0.236%
11/1/2024 Leavell Investment Management Inc.39,018$878K0.0%+94.1%0.122%
10/31/2024 Confluence Investment Management LLC682,066$15.35M0.2%+52.8%2.138%
10/30/2024Cary Street Partners Asset Management LLC13,055$294K0.0%N/A0.041%
10/29/2024 Janney Montgomery Scott LLC93,590$2.11M0.0%+1.7%0.300%
10/29/2024 Farther Finance Advisors LLC2,220$50K0.0%-93.1%0.007%
10/25/2024 Strategic Blueprint LLC39,507$889K0.1%+67.6%0.126%
10/22/2024 Heartland Bank & Trust Co11,964$269K0.1%N/A0.038%
10/9/2024 Pinnacle Bancorp Inc.10,000$225K0.1%N/A0.032%
8/16/2024 NewEdge Advisors LLC206,154$4.50M0.0%-1.4%0.762%
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7/31/2024 Farther Finance Advisors LLC32,403$703K0.0%-10.2%0.121%
7/27/2024 Strategic Blueprint LLC23,578$515K0.0%+17.2%0.088%
7/2/2024 Transcend Capital Advisors LLC279,598$6.10M0.4%+47.2%1.294%
7/1/2024 Confluence Investment Management LLC446,424$9.75M0.1%-0.5%2.067%
5/14/2024InterOcean Capital Group LLC1,009,848$22.15M0.5%+123.7%4.675%
5/9/2024 JDM Financial Group LLC21,006$461K0.3%+12.4%0.096%
5/3/2024 United Community Bank6,530$143K0.1%N/A0.031%
5/1/2024 Janney Montgomery Scott LLC80,222$1.76M0.0%+68.9%0.375%
4/23/2024 WASHINGTON TRUST Co10,140$222K0.0%N/A0.048%
4/23/2024 Strategic Blueprint LLC20,120$441K0.0%N/A0.095%
4/1/2024 Confluence Investment Management LLC448,617$9.84M0.1%N/A2.513%
2/9/2024InterOcean Capital Group LLC451,480$10.03M0.3%N/A2.529%
2/8/2024 Janney Montgomery Scott LLC47,493$1.06M0.0%+34.7%0.266%
2/7/2024 Bogart Wealth LLC3,420$76K0.0%N/A0.019%
2/5/2024 Transcend Capital Advisors LLC139,725$3.10M0.3%N/A0.783%
2/2/2024 Community Bank N.A.2,776$62K0.0%-84.0%0.016%
1/30/2024 Scissortail Wealth Management LLC286,593$6.36M2.0%N/A1.633%
1/24/2024 Private Trust Co. NA5,654$126K0.0%N/A0.033%
11/16/2023 JDM Financial Group LLC18,592$401K0.4%+101.3%0.203%
11/15/2023 KPP Advisory Services LLC9,800$211K0.1%N/A0.107%
11/8/2023 Janney Montgomery Scott LLC35,248$760K0.0%N/A0.385%
10/24/2023 Cambridge Investment Research Advisors Inc.20,456$441K0.0%-64.0%0.229%
10/16/2023 First PREMIER Bank2,900$63K0.0%+480.0%0.033%
10/10/2023 Confluence Investment Management LLC469,708$10.12M0.2%-1.5%5.693%
8/1/2023 Community Bank N.A.7,579$167K0.0%+27.6%0.140%
7/13/2023 Cambridge Investment Research Advisors Inc.56,842$1.25M0.0%+6.6%1.104%
7/3/2023 Confluence Investment Management LLC476,998$10.49M0.2%-0.7%11.223%
5/9/2023Epic Trust Investment Advisors LLC10,591$238K0.3%N/A0.249%
5/9/2023 JDM Financial Group LLC9,156$206K0.2%+46.1%0.215%
4/20/2023 Community Bank N.A.5,939$133K0.0%N/A0.148%
4/4/2023 Confluence Investment Management LLC480,490$10.81M0.2%+3.6%12.164%
2/8/2023 Cambridge Investment Research Advisors Inc.19,876$436K0.0%N/A0.710%
1/11/2023 JDM Financial Group LLC6,269$138K0.1%N/A0.261%
1/4/2023 Confluence Investment Management LLC463,987$10.18M0.2%-0.4%29.935%
11/15/2022 Flow Traders U.S. LLC11,765$257K0.0%-63.7%0.759%
10/3/2022 Confluence Investment Management LLC465,880$10.18M0.2%-0.5%42.353%
8/13/2022 Flow Traders U.S. LLC32,443$745K0.0%-26.2%2.949%
7/6/2022 Confluence Investment Management LLC468,036$10.74M0.2%-1.4%58.505%
4/4/2022 Confluence Investment Management LLC474,711$11.27M0.2%+3.3%63.295%
2/16/2022 Flow Traders U.S. LLC67,313$1.69M0.1%+680.5%8.975%
1/4/2022 Confluence Investment Management LLC459,372$11.55M0.2%+1.1%61.250%
11/15/2021 Flow Traders U.S. LLC8,624$219K0.0%-66.5%1.150%
10/4/2021 Confluence Investment Management LLC454,370$11.53M0.2%-18.5%60.583%
8/24/2021 Flow Traders U.S. LLC25,715$654K0.0%N/A3.674%
7/1/2021 Confluence Investment Management LLC557,813$14.20M0.2%+20.2%35.988%
4/5/2021 Confluence Investment Management LLC463,880$11.62M0.2%+782.6%54.574%
(Data available from 1/1/2016 forward)

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IBTI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBTI shares?

During the previous two years, 42 institutional investors and hedge funds held shares of iShares iBonds Dec 2028 Term Treasury ETF. The most heavily invested institutionals were InterOcean Capital Group LLC ($22.15M), Confluence Investment Management LLC ($13.36M), Scissortail Wealth Management LLC ($6.36M), Transcend Capital Advisors LLC ($5.00M), NewEdge Advisors LLC ($4.50M), FCA Corp TX ($4.32M), and Ameriprise Financial Inc. ($4.29M).Learn more on IBTI's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2028 Term Treasury ETF stock?

Of the 38 institutional investors that purchased iShares iBonds Dec 2028 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 ($1.01M), Confluence Investment Management LLC ($700.76K), Scissortail Wealth Management LLC ($286.59K), Transcend Capital Advisors LLC ($229.40K), Janney Montgomery Scott LLC ($92.36K), Integrated Wealth Concepts LLC ($64.61K), and Strategic Blueprint LLC ($40.25K).

How much institutional buying is happening at iShares iBonds Dec 2028 Term Treasury ETF?

Institutional investors have bought a total of 2,804,388 shares in the last 24 months. This purchase volume represents approximately $62.74M in transactions.

Which iShares iBonds Dec 2028 Term Treasury ETF major shareholders have been selling company stock?

Of the 9 institutional investors that sold iShares iBonds Dec 2028 Term Treasury ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Confluence Investment Management LLC ($84.96K), Flow Traders U.S. LLC ($76.38K), Ameriprise Financial Inc. ($49.15K), Transcend Capital Advisors LLC ($40.85K), Cambridge Investment Research Advisors Inc. ($36.39K), Farther Finance Advisors LLC ($33.87K), and Community Bank N.A. ($14.56K).

How much institutional selling is happening at iShares iBonds Dec 2028 Term Treasury ETF?

Institutional investors have sold a total of 345,854 shares in the last 24 months. This volume of shares sold represents approximately $7.63M in transactions.


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This page (NASDAQ:IBTI) was last updated on 3/11/2025 by MarketBeat.com Staff
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