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iShares iBonds Dec 2023 Term Treasury ETF (IBTD) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2023 Term Treasury ETF (NASDAQ:IBTD)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$194.66M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$378.05M
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IBTD Institutional Buying and Selling by Quarter

iShares iBonds Dec 2023 Term Treasury ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/16/2023Studio Investment Management LLC33,426$830K0.2%-79.7%0.037%
11/15/2023Integrated Wealth Concepts LLC876,539$21.76M0.4%-20.3%0.980%
11/13/2023Cary Street Partners Investment Advisory LLC49,237$1.22M0.1%+732.1%0.055%
11/9/2023Atlantic Private Wealth LLC23,549$584K0.6%-60.9%0.026%
11/8/2023Janney Montgomery Scott LLC85,932$2.13M0.0%N/A0.096%
11/8/2023Archer Investment Corp138,494$3.44M1.2%+24.9%0.155%
11/6/2023Eldridge Investment Advisors Inc.81,770$2.02M0.7%-52.3%0.091%
11/4/2023 NBC Securities Inc.3,894$96K0.0%N/A0.004%
10/30/2023True Link Financial Advisors LLC30,130$748K0.1%+13.3%0.034%
10/26/2023Hills Bank & Trust Co1,048,010$26.01M3.0%+402.5%1.166%
10/25/2023OLD Second National Bank of Aurora3,273$81K0.0%-98.8%0.004%
10/25/2023Bay Harbor Wealth Management LLC3,026$75K0.0%N/A0.003%
10/24/2023Arlington Partners LLC2,735,336$67.89M27.9%-77.6%2.988%
10/24/2023Gould Asset Management LLC CA13,130$326K0.1%-7.8%0.014%
10/24/2023Cambridge Investment Research Advisors Inc.273,729$6.79M0.0%-4.5%0.299%
10/23/2023Scissortail Wealth Management LLC32,941$816K0.6%+4.2%0.036%
10/20/2023Atlantic Union Bankshares Corp321,673$7.98M0.8%-0.4%0.351%
10/18/2023Strategic Blueprint LLC741,676$18.41M1.7%-2.1%0.786%
10/16/2023Leavell Investment Management Inc.177,897$4.42M0.3%-3.9%0.188%
10/13/2023PSI Advisors LLC135,568$3.37M1.5%+10.3%0.127%
9/12/2023Farther Finance Advisors LLC9,248$229K0.1%+437.4%0.008%
8/14/2023Boston Family Office LLC108,194$2.68M0.2%+2.4%0.093%
8/11/2023Baird Financial Group Inc.181,979$4.52M0.0%+8.8%0.156%
8/11/2023Atlantic Private Wealth LLC60,245$1.50M1.5%+31.1%0.052%
8/10/2023Cary Street Partners Asset Management LLC43,739$1.09M0.2%-5.1%0.037%
8/10/2023Cary Street Partners Investment Advisory LLC5,917$147K0.0%-10.0%0.005%
8/9/2023Flow Traders U.S. LLC257,249$6.38M0.3%N/A0.220%
8/8/2023Archer Investment Corp110,890$2.75M1.0%+35.1%0.095%
8/8/2023Winch Advisory Services LLC11,064$275K0.1%-10.0%0.009%
8/7/2023Gould Asset Management LLC CA14,245$353K0.1%+5.1%0.012%
8/4/2023Princeton Global Asset Management LLC10,777$267K0.1%+128.0%0.009%
8/3/2023Eldridge Investment Advisors Inc.171,399$4.25M1.4%-3.9%0.147%
7/26/2023Arlington Partners LLC12,232,086$303.48M46.8%-22.2%10.486%
7/25/2023OLD Second National Bank of Aurora283,581$7.04M2.0%+0.5%0.243%
7/21/2023Hills Bank & Trust Co208,574$5.18M0.7%N/A0.179%
7/21/2023IFG Advisory LLC297,830$7.39M0.7%-78.9%0.256%
7/21/2023PSI Advisors LLC122,918$3.05M1.3%+15.1%0.105%
7/20/2023Scissortail Wealth Management LLC31,605$783K0.6%+7.4%0.027%
7/20/2023True Link Financial Advisors LLC26,593$660K0.1%-24.3%0.023%
7/19/2023Leavell Investment Management Inc.185,046$4.59M0.3%-0.6%0.158%
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7/11/2023Atlantic Union Bankshares Corp322,964$8.01M0.8%+36.5%0.276%
5/15/2023Cary Street Partners Asset Management LLC46,068$1.14M0.2%+1,659.0%0.039%
5/15/2023Eldridge Investment Advisors Inc.178,327$4.42M1.5%+35.4%0.150%
5/12/2023NewEdge Advisors LLC1,827,772$45.35M0.6%-6.7%1.537%
5/11/2023Cambridge Investment Research Advisors Inc.286,810$7.12M0.0%+90.4%0.241%
5/10/2023WealthPLAN Partners LLC6,756$168K0.0%N/A0.006%
5/9/2023Archer Investment Corp82,103$2.04M0.8%+11.5%0.069%
5/8/2023Atlantic Union Bankshares Corp236,579$5.87M0.6%N/A0.199%
5/5/2023Scissortail Wealth Management LLC29,426$730K0.0%N/A0.025%
5/5/2023True Link Financial Advisors LLC35,129$872K0.1%N/A0.030%
5/4/2023Scissortail Wealth Management LLC29,428$15.35B0.6%N/A0.025%
5/3/20239258 Wealth Management LLC11,687$290K0.1%-6.4%0.010%
5/3/2023OLD Second National Bank of Aurora282,276$7.00M2.0%-6.4%0.238%
5/3/2023Integrated Wealth Concepts LLC1,078,351$26.75M0.6%+179.9%0.908%
5/2/2023Gould Asset Management LLC CA13,560$336K0.1%-28.0%0.011%
4/28/2023Newman Dignan & Sheerar Inc.13,409$333K0.1%-5.1%0.011%
4/28/2023Strategic Blueprint LLC575,464$14.28M1.5%+48.2%0.489%
4/26/2023IFG Advisory LLC1,410,981$35.01M3.3%+0.9%1.198%
4/26/2023Arlington Partners LLC15,722,396$390.07M55.5%+11.1%13.352%
4/25/2023Parallel Advisors LLC5,000$124K0.0%+150.0%0.004%
4/25/2023PSI Advisors LLC106,765$2.65M1.3%+93.0%0.091%
4/20/2023Princeton Global Asset Management LLC4,726$117K0.0%+47.7%0.004%
4/13/2023Leavell Investment Management Inc.186,126$4.62M0.3%+64.5%0.162%
4/12/2023Private Trust Co. NA8,474$210K0.0%-7.5%0.007%
4/6/2023 Horizons Wealth Management14,026$348K0.3%+42.8%0.013%
2/16/2023Gateway Wealth Partners LLC262,889$6.49M1.1%N/A0.265%
2/14/2023Laurel Wealth Advisors Inc.131,666$3.25M0.3%N/A0.133%
2/13/2023Integrated Wealth Concepts LLC385,306$9.52M0.3%+4,666.3%0.388%
2/13/2023CIBC Private Wealth Group LLC12,900$319K0.0%N/A0.013%
2/9/2023OLD Second National Bank of Aurora301,503$7.45M2.2%+39.5%0.304%
2/9/2023Gould Asset Management LLC CA18,825$465K0.1%N/A0.019%
2/8/2023InterOcean Capital Group LLC186,465$4.61M0.2%-48.0%0.188%
2/8/2023Cambridge Investment Research Advisors Inc.150,646$3.72M0.0%+21.7%0.152%
2/7/2023Boston Family Office LLC92,024$2.27M0.2%+35.1%0.093%
2/6/2023Princeton Global Asset Management LLC3,200$79K0.0%N/A0.003%
2/6/2023Parallel Advisors LLC2,000$49K0.0%N/A0.002%
2/3/2023Eldridge Investment Advisors Inc.131,657$3.25M1.1%+119.3%0.133%
2/3/2023Archer Investment Corp73,629$1.82M0.7%+431.6%0.074%
2/2/2023Silver Oak Securities Incorporated15,409$381K0.1%N/A0.016%
1/31/2023IFG Advisory LLC1,398,569$34.54M3.4%+3.2%1.424%
1/30/2023ERTS Wealth Advisors LLC29,947$740K0.2%N/A0.030%
1/26/2023Winch Advisory Services LLC12,565$310K0.1%N/A0.013%
1/26/2023Strategic Blueprint LLC388,230$9.59M1.1%+24.8%0.397%
1/24/2023Mascoma Wealth Management LLC20,613$509K0.2%+15.1%0.021%
1/24/2023Tillar Wenstrup Advisors LLC93,720$2.32M1.1%-21.6%0.097%
1/19/2023Arlington Partners LLC14,152,465$349.57M55.4%N/A14.590%
1/19/2023PSI Advisors LLC55,317$1.37M0.7%+713.5%0.058%
1/18/2023Private Trust Co. NA9,159$226K0.0%-41.4%0.010%
1/17/2023Leavell Investment Management Inc.113,164$2.80M0.2%+699.3%0.118%
1/5/2023Capital Investment Advisors LLC343,027$8.47M0.3%+3.6%0.400%
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1/3/2023 Horizons Wealth Management9,820$242K0.2%N/A0.022%
11/9/2022Archer Investment Corp13,850$343K0.1%N/A0.031%
11/8/20229258 Wealth Management LLC12,491$309K0.1%N/A0.028%
11/8/2022Strategic Blueprint LLC311,045$7.71M0.9%+17.8%0.703%
11/8/2022Boston Family Office LLC68,097$1.69M0.1%N/A0.154%
11/7/2022Atlantic Private Wealth LLC19,501$483K0.5%N/A0.044%
10/31/2022Baltimore Washington Financial Advisors Inc.19,123$487K0.0%N/A0.044%
10/28/2022IFG Advisory LLC1,355,716$33.58M3.1%N/A3.251%
10/25/2022Tillar Wenstrup Advisors LLC119,577$2.96M1.5%+73.8%0.299%
10/24/2022OLD Second National Bank of Aurora216,064$5.35M1.6%N/A0.541%
(Data available from 1/1/2016 forward)

IBTD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBTD shares?

During the previous two years, 47 institutional investors and hedge funds held shares of iShares iBonds Dec 2023 Term Treasury ETF. The most heavily invested institutionals were Arlington Partners LLC ($67.89M), NewEdge Advisors LLC ($45.35M), Hills Bank & Trust Co ($26.01M), Integrated Wealth Concepts LLC ($21.76M), Strategic Blueprint LLC ($18.41M), Capital Investment Advisors LLC ($8.47M), and Atlantic Union Bankshares Corp ($7.98M).Learn more on IBTD's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2023 Term Treasury ETF stock?

Of the 45 institutional investors that purchased iShares iBonds Dec 2023 Term Treasury ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Arlington Partners LLC ($15.72M), NewEdge Advisors LLC ($1.62M), IFG Advisory LLC ($1.41M), Integrated Wealth Concepts LLC ($1.07M), Hills Bank & Trust Co ($1.05M), Strategic Blueprint LLC ($562.74K), and Capital Investment Advisors LLC ($343.03K).

How much institutional buying is happening at iShares iBonds Dec 2023 Term Treasury ETF?

Institutional investors have bought a total of 24,813,220 shares in the last 24 months. This purchase volume represents approximately $1.19B in transactions.

Which iShares iBonds Dec 2023 Term Treasury ETF major shareholders have been selling company stock?

Of the 23 institutional investors that sold iShares iBonds Dec 2023 Term Treasury ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Arlington Partners LLC ($12.99M), IFG Advisory LLC ($1.11M), OLD Second National Bank of Aurora ($299.54K), Integrated Wealth Concepts LLC ($223.27K), InterOcean Capital Group LLC ($172.07K), Studio Investment Management LLC ($131.33K), and NewEdge Advisors LLC ($130.35K).

How much institutional selling is happening at iShares iBonds Dec 2023 Term Treasury ETF?

Institutional investors have sold a total of 15,293,116 shares in the last 24 months. This volume of shares sold represents approximately $388.72M in transactions.


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This page (NASDAQ:IBTD) was last updated on 4/23/2024 by MarketBeat.com Staff

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