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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)
43
Total
Institutional Inflows
(last 12 months)
$211.97M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$5.36M
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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
4/16/2024Atlantic Union Bankshares Corp340,929$8.16M0.7%+23.7%0.283%
2/15/2024Mill Creek Capital Advisors LLC53,213$1.27M0.0%N/A0.044%
2/15/2024Baird Financial Group Inc.91,290$2.18M0.0%+40.3%0.076%
2/15/2024Comerica Bank7,208$172K0.0%+23.2%0.006%
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%
2/9/2024Cambridge 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%
2/8/2024Janney Montgomery Scott LLC206,632$4.93M0.0%+9.6%0.172%
2/7/2024Cary Street Partners Investment Advisory LLC25,633$612K0.0%-43.1%0.021%
2/7/2024Hills Bank & Trust Co1,591,657$37.98M3.7%+27.0%1.326%
2/7/2024Bogart Wealth LLC2,874$69K0.0%N/A0.002%
2/6/2024Eldridge Investment Advisors Inc.185,434$4.42M1.2%+41.4%0.155%
2/6/2024First Horizon Advisors Inc.3,783$90K0.0%N/A0.003%
2/5/2024Cary Street Partners Asset Management LLC14,772$352K0.1%-22.5%0.012%
2/2/2024Gould Asset Management LLC CA31,015$740K0.2%+122.3%0.026%
2/1/2024PSI Advisors LLC98,373$2.35M0.9%+27.4%0.082%
1/31/2024Archer Investment Corp151,364$3.61M1.2%+130.4%0.126%
1/30/2024Scissortail Wealth Management LLC681,793$16.32M5.2%+2.4%0.567%
1/25/2024Strategic Blueprint LLC242,965$5.80M0.5%+134.2%0.204%
1/24/2024Mascoma Wealth Management LLC15,103$360K0.1%+10.0%0.013%
1/24/2024Private Trust Co. NA19,582$467K0.1%+14.4%0.016%
1/23/2024Leavell Investment Management Inc.193,569$4.62M0.3%+18.9%0.163%
1/19/2024True Link Financial Advisors LLC86,713$2.07M0.2%+174.9%0.074%
1/19/2024Atlantic Union Bankshares Corp275,655$6.58M0.6%-14.2%0.234%
1/17/2024IFG 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%
11/16/2023JDM Financial Group LLC16,647$397K0.4%+6.4%0.015%
11/15/2023Integrated Wealth Concepts LLC647,969$15.45M0.3%+31.9%0.585%
11/15/2023Ameriprise Financial Inc.46,989$1.12M0.0%+140.1%0.042%
11/13/2023Cary 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%
11/8/2023Janney Montgomery Scott LLC188,528$4.50M0.0%N/A0.170%
11/8/2023Archer Investment Corp65,692$1.57M0.6%+47.1%0.059%
11/6/2023Eldridge Investment Advisors Inc.131,144$3.12M1.0%+660.4%0.118%
11/6/2023Black Swift Group LLC19,200$458K0.1%N/A0.017%
10/30/2023True Link Financial Advisors LLC31,549$752K0.1%+14.2%0.029%
10/27/2023Princeton Global Asset Management LLC3,750$89K0.0%+127.3%0.003%
10/26/2023Hills Bank & Trust Co1,253,290$29.88M3.5%+215.3%1.137%
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10/25/2023OLD Second National Bank of Aurora15,234$363K0.1%-2.9%0.014%
10/24/2023Arlington Partners LLC18,915$451K0.2%N/A0.017%
10/24/2023Gould Asset Management LLC CA13,955$333K0.1%-5.3%0.013%
10/24/2023Cambridge 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%
10/20/2023Atlantic Union Bankshares Corp321,173$7.66M0.8%+12.7%0.293%
10/18/2023Pinnacle Bancorp Inc.3,978$95K0.0%+90.7%0.004%
10/17/2023Cross Staff Investments Inc18,275$436K0.4%-7.6%0.017%
10/16/2023 Montecito Bank & Trust10,495$250K0.1%N/A0.010%
10/16/2023Leavell Investment Management Inc.162,805$3.88M0.3%+3.4%0.151%
10/13/2023PSI 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%
8/15/2023Integrated Wealth Concepts LLC491,089$11.69M0.2%+11.0%0.481%
8/15/2023Colony Group LLC3,765,764$89.63M1.3%+1.7%3.688%
8/15/2023Captrust Financial Advisors16,897,367$402.16M1.6%+11.4%16.550%
8/14/2023Boston Family Office LLC85,309$2.03M0.2%+0.6%0.084%
8/11/2023Baird Financial Group Inc.60,507$1.44M0.0%+59.4%0.059%
8/11/2023Atlantic Private Wealth LLC141,980$3.38M3.4%+21.9%0.139%
8/10/2023Cary Street Partners Asset Management LLC28,019$667K0.1%+1.7%0.027%
8/8/2023Archer Investment Corp44,665$1.06M0.4%+1,227.7%0.044%
8/7/2023Gould Asset Management LLC CA14,735$351K0.1%+5.1%0.014%
8/3/2023Eldridge Investment Advisors Inc.17,247$410K0.1%-36.6%0.017%
7/27/2023Carmel Capital Partners LLC167,945$4.00M2.1%+411.2%0.166%
7/21/2023Hills Bank & Trust Co397,457$9.46M1.2%N/A0.396%
7/21/2023IFG Advisory LLC87,839$2.09M0.2%+59.3%0.088%
7/21/2023PSI Advisors LLC59,506$1.42M0.6%+22.1%0.059%
7/20/2023Scissortail Wealth Management LLC655,897$15.60M12.8%+34.7%0.654%
7/20/2023True Link Financial Advisors LLC27,633$658K0.1%N/A0.028%
7/19/2023Leavell Investment Management Inc.157,500$3.75M0.3%+5.8%0.158%
7/14/2023Pinnacle Bancorp Inc.2,086$50K0.0%N/A0.002%
7/13/2023Cambridge Investment Research Advisors Inc.262,969$6.26M0.0%+15.6%0.266%
7/11/2023Atlantic 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%
5/16/2023Colony Group LLC3,702,906$88.91M1.3%+2.6%3.849%
5/15/2023Cary Street Partners Asset Management LLC27,562$662K0.1%N/A0.029%
5/15/2023Eldridge 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%
5/11/2023Cambridge Investment Research Advisors Inc.227,466$5.46M0.0%+76.7%0.236%
5/10/2023WealthPLAN Partners LLC7,027$169K0.0%N/A0.007%
5/9/2023Archer Investment Corp3,364$81K0.0%+357.7%0.003%
5/9/2023JDM Financial Group LLC15,294$367K0.3%+45.7%0.016%
5/8/2023Atlantic Union Bankshares Corp238,301$5.72M0.6%N/A0.248%
5/5/2023Scissortail Wealth Management LLC486,805$11.69M0.0%-1.0%0.508%
5/5/2023Silver Oak Securities Incorporated16,868$421K0.1%N/A0.018%
5/4/2023Scissortail Wealth Management LLC486,638$167.54B6.4%-1.1%0.508%
5/3/2023OLD 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%
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5/2/2023Gould Asset Management LLC CA14,025$337K0.1%-28.1%0.015%
4/28/2023Strategic Blueprint LLC238,407$5.72M0.6%+107.0%0.256%
4/26/2023IFG Advisory LLC55,130$1.32M0.1%+215.1%0.059%
4/25/2023PSI Advisors LLC48,746$1.17M0.6%+336.0%0.053%
4/25/2023Cross Staff Investments Inc19,775$475K0.5%+6.8%0.021%
4/20/2023Princeton Global Asset Management LLC1,650$40K0.0%N/A0.002%
4/19/2023Carmel Capital Partners LLC32,856$789K0.5%N/A0.036%
4/13/2023Leavell Investment Management Inc.148,856$3.57M0.3%+103.1%0.165%
4/12/2023Private Trust Co. NA16,727$402K0.1%+28.5%0.019%
4/6/2023 Horizons Wealth Management19,515$469K0.3%+61.3%0.023%
(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, 56 institutional investors and hedge funds held shares of iShares iBonds Dec 2024 Term Treasury ETF. The most heavily invested institutionals were Captrust Financial Advisors ($402.16M), Colony Group LLC ($89.63M), NewEdge Advisors LLC ($49.28M), Capital Investment Advisors LLC ($42.61M), Hills Bank & Trust Co ($37.98M), InterOcean Capital Group LLC ($35.97M), and Cambridge Investment Research Advisors Inc. ($16.59M).Learn more on IBTE's institutional investors.

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

Of the 56 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: Captrust Financial Advisors ($14.64M), Hills Bank & Trust Co ($1.59M), Capital Investment Advisors LLC ($1.47M), NewEdge Advisors LLC ($1.44M), InterOcean Capital Group LLC ($791.87K), Cambridge Investment Research Advisors Inc. ($695.27K), and Integrated Wealth Concepts LLC ($647.97K).

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

Institutional investors have bought a total of 25,003,923 shares in the last 24 months. This purchase volume represents approximately $1.03B in transactions.

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

Of the 11 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), Scissortail Wealth Management LLC ($10.22K), and Gould Asset Management LLC CA ($6.27K).

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

Institutional investors have sold a total of 221,339 shares in the last 24 months. This volume of shares sold represents approximately $8.68M in transactions.


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This page (NASDAQ:IBTE) was last updated on 4/19/2024 by MarketBeat.com Staff

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