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

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

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$72.97M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.29M
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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
5/14/2024 InterOcean Capital Group LLC1,507,057$34.23M0.8%+50.4%3.262%
5/9/2024 Portland Global Advisors LLC50,834$1.15M0.2%N/A0.110%
5/4/2024 Gould Asset Management LLC CA46,200$1.05M0.3%+41.2%0.100%
5/3/2024 United Community Bank2,903$66K0.0%N/A0.006%
5/1/2024 Janney Montgomery Scott LLC185,887$4.22M0.0%+4.3%0.403%
4/24/2024 Leavell Investment Management Inc.77,290$1.76M0.1%+27.9%0.173%
4/23/2024 WASHINGTON TRUST Co10,650$242K0.0%N/A0.024%
4/23/2024 Strategic Blueprint LLC101,924$2.32M0.2%+69.9%0.228%
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%
2/12/2024 Boston Family Office LLC73,482$1.68M0.1%N/A0.189%
2/9/2024 Atlantic Private Wealth LLC13,120$300K0.3%N/A0.034%
2/9/2024 Cambridge Investment Research Advisors Inc.78,795$1.80M0.0%+3.7%0.203%
2/9/2024 InterOcean 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%
2/7/2024 Cary Street Partners Investment Advisory LLC9,266$212K0.0%-56.2%0.024%
2/7/2024 Bogart Wealth LLC3,292$75K0.0%N/A0.008%
2/2/2024 Gould Asset Management LLC CA32,710$748K0.2%N/A0.085%
1/30/2024Scissortail Wealth Management LLC49,101$1.12M0.4%+7.8%0.130%
1/25/2024 Strategic Blueprint LLC59,978$1.37M0.1%N/A0.165%
1/24/2024 Mascoma Wealth Management LLC12,648$289K0.1%+39.7%0.035%
1/23/2024 Leavell 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%
11/13/2023 Cary 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%
10/24/2023 Cambridge 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%
10/16/2023 Leavell 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%
8/10/2023 Cary 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%
7/19/2023 Leavell Investment Management Inc.17,890$405K0.0%+8.2%0.123%
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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%
7/13/2023 Cambridge 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%
5/15/2023 Cary 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%
5/11/2023 Cambridge Investment Research Advisors Inc.88,134$2.03M0.0%+70.5%0.658%
5/9/2023 Epic Trust Investment Advisors LLC10,304$238K0.3%N/A0.077%
5/9/2023 JDM 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%
4/13/2023 Leavell Investment Management Inc.16,540$382K0.0%+74.4%0.129%
4/12/2023 Private 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%
2/13/2023Integrated Wealth Concepts LLC47,608$1.08M0.0%N/A0.483%
2/13/2023 CIBC Private Wealth Group LLC14,000$318K0.0%N/A0.142%
2/8/2023 Cambridge Investment Research Advisors Inc.51,698$1.17M0.0%N/A0.525%
1/17/2023 Leavell Investment Management Inc.9,485$215K0.0%N/A0.111%
1/13/2023 AdvisorNet Financial Inc1,800$41K0.0%N/A0.022%
1/11/2023 JDM 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%
10/5/2022 Capital Investment Advisors LLC1,369,081$31.04M1.1%+9.1%25.121%
10/3/2022 Confluence Investment Management LLC688,268$15.60M0.3%+2.4%14.191%
7/13/2022First National Bank of South Miami1,300$31K0.0%N/A0.029%
7/6/2022 Capital Investment Advisors LLC1,254,780$29.58M1.0%N/A27.884%
7/6/2022 Confluence Investment Management LLC671,884$15.84M0.2%+1.8%14.767%
4/4/2022 Confluence Investment Management LLC659,828$15.85M0.2%+81.6%25.876%
1/4/2022 Confluence Investment Management LLC363,340$9.17M0.1%+1.5%51.906%
10/4/2021 Confluence Investment Management LLC358,003$9.15M0.1%+0.8%55.077%
8/24/2021Flow Traders U.S. LLC15,407$395K0.0%-50.2%2.370%
7/1/2021 Confluence Investment Management LLC355,300$9.10M0.1%-2.3%54.662%
5/18/2021Flow Traders U.S. LLC30,964$789K0.0%+73.8%4.764%
4/5/2021 Confluence Investment Management LLC363,585$9.26M0.1%-0.6%48.478%
1/25/2021 Confluence Investment Management LLC365,643$9.58M0.1%+1.6%43.017%
10/19/2020 Confluence Investment Management LLC359,815$9.47M0.2%+3.2%44.977%
7/1/2020 Confluence Investment Management LLC348,495$9.16M0.2%+2.4%46.466%
6/3/2020 Confluence Investment Management LLC340,475$8.92M0.2%N/A45.397%
(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, 32 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), Capital Investment Advisors LLC ($33.39M), Confluence Investment Management LLC ($19.71M), NewEdge Advisors LLC ($8.71M), Janney Montgomery Scott LLC ($4.22M), Integrated Wealth Concepts LLC ($2.71M), and Strategic Blueprint LLC ($2.32M).Learn more on IBTG's institutional investors.

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

Of the 32 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: Capital Investment Advisors LLC ($1.47M), InterOcean Capital Group LLC ($1.45M), Confluence Investment Management LLC ($1.13M), Janney Montgomery Scott LLC ($185.89K), Cambridge Investment Research Advisors Inc. ($109.12K), Strategic Blueprint LLC ($101.92K), and Integrated Wealth Concepts LLC ($95.55K).

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

Institutional investors have bought a total of 5,238,059 shares in the last 24 months. This purchase volume represents approximately $168.22M in transactions.

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

The following institutional investors have sold iShares iBonds Dec 2026 Term Treasury ETF stock in the last 24 months: Cambridge Investment Research Advisors Inc. ($30.32K), Confluence Investment Management LLC ($13.87K), Cary Street Partners Investment Advisory LLC ($11.88K), and AdvisorNet Financial Inc ($1.30K).

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

Institutional investors have sold a total of 57,379 shares in the last 24 months. This volume of shares sold represents approximately $1.29M in transactions.


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

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