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

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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)
37
Total
Institutional Inflows
(last 12 months)
$123.68M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$3.29M
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IBTE Institutional Buying and Selling by Quarter

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
5/14/2024InterOcean Capital Group LLC1,488,794$35.64M0.9%-1.3%1.247%
5/9/2024 JDM Financial Group LLC19,093$457K0.3%+12.4%0.016%
5/9/2024 Portland Global Advisors LLC47,207$1.13M0.2%N/A0.040%
5/4/2024 Gould Asset Management LLC CA49,415$1.18M0.3%+59.3%0.041%
5/3/2024 United Community Bank1,996$48K0.0%N/A0.002%
5/1/2024 Janney Montgomery Scott LLC203,178$4.86M0.0%-1.7%0.170%
4/25/2024 Klaas Financial Asset Advisors LLC50,338$1.21M0.2%-5.1%0.042%
4/25/2024 Cambridge Investment Research Advisors Inc.787,455$18.85M0.1%+13.3%0.654%
4/24/2024 Leavell Investment Management Inc.195,081$4.67M0.3%+0.8%0.162%
4/24/2024 PSI Advisors LLC165,546$3.96M1.4%+68.3%0.137%
4/23/2024 WASHINGTON TRUST Co3,000$72K0.0%N/A0.002%
4/23/2024 Strategic Blueprint LLC292,286$7.00M0.5%+20.3%0.243%
4/19/2024 American National Bank & Trust Co. VA11,270$270K0.1%N/A0.009%
4/19/2024 True Link Financial Advisors LLC91,193$2.18M0.2%+5.2%0.076%
4/16/2024 Atlantic 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%
2/9/2024 Cambridge 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%
2/8/2024 Janney Montgomery Scott LLC206,632$4.93M0.0%+9.6%0.172%
2/7/2024 Cary Street Partners Investment Advisory LLC25,633$612K0.0%-43.1%0.021%
2/7/2024 Hills Bank & Trust Co1,591,657$37.98M3.7%+27.0%1.326%
2/7/2024 Bogart Wealth LLC2,874$69K0.0%N/A0.002%
2/6/2024 Eldridge Investment Advisors Inc.185,434$4.42M1.2%+41.4%0.155%
2/6/2024 First Horizon Advisors Inc.3,783$90K0.0%N/A0.003%
2/5/2024 Cary Street Partners Asset Management LLC14,772$352K0.1%-22.5%0.012%
2/2/2024 Gould Asset Management LLC CA31,015$740K0.2%+122.3%0.026%
2/1/2024 PSI Advisors LLC98,373$2.35M0.9%+27.4%0.082%
1/31/2024 Archer Investment Corp151,364$3.61M1.2%+130.4%0.126%
1/30/2024Scissortail Wealth Management LLC681,793$16.32M5.2%+2.4%0.567%
1/25/2024 Strategic Blueprint LLC242,965$5.80M0.5%+134.2%0.204%
1/24/2024 Mascoma Wealth Management LLC15,103$360K0.1%+10.0%0.013%
1/24/2024 Private Trust Co. NA19,582$467K0.1%+14.4%0.016%
1/23/2024 Leavell Investment Management Inc.193,569$4.62M0.3%+18.9%0.163%
1/19/2024 True Link Financial Advisors LLC86,713$2.07M0.2%+174.9%0.074%
1/19/2024 Atlantic Union Bankshares Corp275,655$6.58M0.6%-14.2%0.234%
1/17/2024 IFG Advisory LLC252,706$6.03M0.4%+153.2%0.214%
1/8/2024 Horizons Wealth Management38,210$912K0.6%+15.2%0.033%
1/5/2024 Montecito Bank & Trust46,189$1.10M0.2%+340.1%0.040%
11/16/2023 JDM Financial Group LLC16,647$397K0.4%+6.4%0.015%
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11/15/2023Integrated Wealth Concepts LLC647,969$15.45M0.3%+31.9%0.585%
11/13/2023 Cary 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%
11/8/2023 Janney Montgomery Scott LLC188,528$4.50M0.0%N/A0.170%
11/8/2023 Archer Investment Corp65,692$1.57M0.6%+47.1%0.059%
11/6/2023 Eldridge Investment Advisors Inc.131,144$3.12M1.0%+660.4%0.118%
11/6/2023Black Swift Group LLC19,200$458K0.1%N/A0.017%
10/30/2023 True Link Financial Advisors LLC31,549$752K0.1%+14.2%0.029%
10/27/2023 Princeton Global Asset Management LLC3,750$89K0.0%+127.3%0.003%
10/26/2023 Hills Bank & Trust Co1,253,290$29.88M3.5%+215.3%1.137%
10/25/2023 OLD Second National Bank of Aurora15,234$363K0.1%-2.9%0.014%
10/24/2023 Arlington Partners LLC18,915$451K0.2%N/A0.017%
10/24/2023 Gould Asset Management LLC CA13,955$333K0.1%-5.3%0.013%
10/24/2023 Cambridge Investment Research Advisors Inc.295,444$7.04M0.0%+12.3%0.270%
10/23/2023Scissortail Wealth Management LLC666,030$15.87M12.5%+1.5%0.609%
10/20/2023 Atlantic Union Bankshares Corp321,173$7.66M0.8%+12.7%0.293%
10/18/2023 Pinnacle Bancorp Inc.3,978$95K0.0%+90.7%0.004%
10/17/2023 Cross Staff Investments Inc18,275$436K0.4%-7.6%0.017%
10/16/2023 Montecito Bank & Trust10,495$250K0.1%N/A0.010%
10/16/2023 Leavell Investment Management Inc.162,805$3.88M0.3%+3.4%0.151%
10/13/2023 PSI Advisors LLC77,211$1.84M0.8%+29.8%0.072%
10/12/2023 Horizons Wealth Management33,170$791K0.6%+50.9%0.031%
10/10/2023 Confluence Investment Management LLC615,087$14.66M0.2%+16.6%0.576%
9/12/2023Farther Finance Advisors LLC1,450$35K0.0%+212.5%0.001%
8/14/2023Boston Family Office LLC85,309$2.03M0.2%+0.6%0.084%
8/11/2023Atlantic Private Wealth LLC141,980$3.38M3.4%+21.9%0.139%
8/10/2023 Cary Street Partners Asset Management LLC28,019$667K0.1%+1.7%0.027%
8/8/2023 Archer Investment Corp44,665$1.06M0.4%+1,227.7%0.044%
8/7/2023 Gould Asset Management LLC CA14,735$351K0.1%+5.1%0.014%
8/3/2023 Eldridge Investment Advisors Inc.17,247$410K0.1%-36.6%0.017%
7/27/2023 Carmel Capital Partners LLC167,945$4.00M2.1%+411.2%0.166%
7/21/2023 Hills Bank & Trust Co397,457$9.46M1.2%N/A0.396%
7/21/2023 IFG Advisory LLC87,839$2.09M0.2%+59.3%0.088%
7/21/2023 PSI Advisors LLC59,506$1.42M0.6%+22.1%0.059%
7/20/2023Scissortail Wealth Management LLC655,897$15.60M12.8%+34.7%0.654%
7/20/2023 True Link Financial Advisors LLC27,633$658K0.1%N/A0.028%
7/19/2023 Leavell Investment Management Inc.157,500$3.75M0.3%+5.8%0.158%
7/14/2023 Pinnacle Bancorp Inc.2,086$50K0.0%N/A0.002%
7/13/2023 Cambridge Investment Research Advisors Inc.262,969$6.26M0.0%+15.6%0.266%
7/11/2023 Atlantic Union Bankshares Corp284,913$6.78M0.7%+19.6%0.289%
7/3/2023 Horizons Wealth Management21,983$523K0.4%+12.6%0.023%
7/3/2023 Confluence Investment Management LLC527,419$12.55M0.2%+0.4%0.548%
5/15/2023 Cary Street Partners Asset Management LLC27,562$662K0.1%N/A0.029%
5/15/2023 Eldridge Investment Advisors Inc.27,202$653K0.2%-36.0%0.028%
5/12/2023NewEdge Advisors LLC2,052,665$49.28M0.6%+9.0%2.134%
5/11/2023 Cambridge Investment Research Advisors Inc.227,466$5.46M0.0%+76.7%0.236%
5/10/2023 WealthPLAN Partners LLC7,027$169K0.0%N/A0.007%
5/9/2023 Archer Investment Corp3,364$81K0.0%+357.7%0.003%
5/9/2023 JDM Financial Group LLC15,294$367K0.3%+45.7%0.016%
5/8/2023 Atlantic Union Bankshares Corp238,301$5.72M0.6%N/A0.248%
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5/5/2023Scissortail Wealth Management LLC486,805$11.69M0.0%-1.0%0.508%
5/5/2023 Silver Oak Securities Incorporated16,868$421K0.1%N/A0.018%
5/4/2023Scissortail Wealth Management LLC486,638$167.54B6.4%-1.1%0.508%
5/3/2023 OLD Second National Bank of Aurora15,684$377K0.1%-71.8%0.016%
5/3/2023Integrated Wealth Concepts LLC442,370$10.62M0.2%+50.3%0.462%
5/2/2023 Gould Asset Management LLC CA14,025$337K0.1%-28.1%0.015%
4/28/2023 Strategic Blueprint LLC238,407$5.72M0.6%+107.0%0.256%
4/26/2023 IFG Advisory LLC55,130$1.32M0.1%+215.1%0.059%
4/25/2023 PSI Advisors LLC48,746$1.17M0.6%+336.0%0.053%
4/25/2023 Cross Staff Investments Inc19,775$475K0.5%+6.8%0.021%
(Data available from 1/1/2016 forward)

IBTE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBTE shares?

During the previous two years, 55 institutional investors and hedge funds held shares of iShares iBonds Dec 2024 Term Treasury ETF. The most heavily invested institutionals were NewEdge Advisors LLC ($49.28M), Capital Investment Advisors LLC ($42.61M), Hills Bank & Trust Co ($37.98M), InterOcean Capital Group LLC ($35.64M), Cambridge Investment Research Advisors Inc. ($18.85M), Scissortail Wealth Management LLC ($16.32M), and Integrated Wealth Concepts LLC ($15.45M).Learn more on IBTE's institutional investors.

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

Of the 54 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: Hills Bank & Trust Co ($1.59M), Capital Investment Advisors LLC ($1.47M), NewEdge Advisors LLC ($1.42M), InterOcean Capital Group LLC ($791.87K), Cambridge Investment Research Advisors Inc. ($787.46K), Integrated Wealth Concepts LLC ($599.25K), and Strategic Blueprint LLC ($426.96K).

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

Institutional investors have bought a total of 10,269,661 shares in the last 24 months. This purchase volume represents approximately $370.88M in transactions.

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

Of the 14 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: Eldridge Investment Advisors Inc. ($65.25K), Atlantic Union Bankshares Corp ($45.52K), OLD Second National Bank of Aurora ($40.42K), Confluence Investment Management LLC ($22.84K), Cary Street Partners Investment Advisory LLC ($19.40K), InterOcean Capital Group LLC ($18.88K), and Scissortail Wealth Management LLC ($10.22K).

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

Institutional investors have sold a total of 246,374 shares in the last 24 months. This volume of shares sold represents approximately $9.28M in transactions.


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This page (NASDAQ:IBTE) was last updated on 5/14/2024 by MarketBeat.com Staff

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