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

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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)
17
Total
Institutional Inflows
(last 12 months)
$119.16M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$3.48M
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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
5/14/2024 InterOcean 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%
2/9/2024 InterOcean 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%
11/15/2023KPP 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%
8/9/2023Flow 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%
5/15/2023Flow Traders U.S. LLC82,616$1.87M0.1%-26.0%0.847%
5/12/2023NewEdge 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%
5/3/2023Integrated 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%
2/13/2023Integrated Wealth Concepts LLC19,684$438K0.0%N/A0.261%
2/8/2023 Cambridge Investment Research Advisors Inc.28,883$643K0.0%N/A0.383%
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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%
1/4/2022 Confluence Investment Management LLC102,635$2.58M0.0%+63.1%8.211%
10/4/2021 Confluence Investment Management LLC62,914$1.60M0.0%-41.2%6.990%
8/24/2021Flow Traders U.S. LLC13,988$356K0.0%N/A1.646%
7/1/2021 Confluence Investment Management LLC106,947$2.73M0.0%+386.1%8.912%
4/5/2021 Confluence Investment Management LLC22,001$553K0.0%-59.3%5.500%
1/25/2021 Confluence Investment Management LLC54,074$1.42M0.0%+10.0%9.832%
10/19/2020 Confluence Investment Management LLC49,165$1.30M0.0%+4.2%9.833%
7/1/2020 Confluence Investment Management LLC47,203$1.25M0.0%+4.0%10.490%
6/3/2020 Confluence Investment Management LLC45,403$1.19M0.0%N/A10.090%
(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, 23 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 ($73.70M), Confluence Investment Management LLC ($30.73M), NewEdge Advisors LLC ($6.81M), InterOcean Capital Group LLC ($6.02M), Janney Montgomery Scott LLC ($3.38M), Cambridge Investment Research Advisors Inc. ($1.55M), and Montecito Bank & Trust ($1.13M).Learn more on IBTH's institutional investors.

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

Of the 22 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 ($2.83M), InterOcean Capital Group LLC ($271.86K), Janney Montgomery Scott LLC ($152.58K), Cambridge Investment Research Advisors Inc. ($114.55K), NewEdge Advisors LLC ($75.61K), and Montecito Bank & Trust ($50.51K).

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

Institutional investors have bought a total of 6,994,005 shares in the last 24 months. This purchase volume represents approximately $192.85M in transactions.

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

The following institutional investors have sold iShares iBonds Dec 2027 Term Treasury ETF stock in the last 24 months: Flow Traders U.S. LLC ($74.03K), Cambridge Investment Research Advisors Inc. ($44.76K), and Confluence Investment Management LLC ($8.58K).

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

Institutional investors have sold a total of 127,367 shares in the last 24 months. This volume of shares sold represents approximately $3.48M in transactions.


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

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