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iShares iBonds Dec 2025 Term Treasury ETF (IBTF) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2025 Term Treasury ETF (NASDAQ:IBTF)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$170.57M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.27M
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IBTF Institutional Buying and Selling by Quarter

iShares iBonds Dec 2025 Term Treasury ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024Strategic Blueprint LLC210,175$4.88M0.3%+77.8%0.217%
4/22/2024Ashton Thomas Private Wealth LLC543,915$12.64M0.7%-0.1%0.562%
4/16/2024Pinnacle Bancorp Inc.16,794$390K0.1%+312.0%0.029%
2/20/2024GLOBALT Investments LLC GA2,719,944$63.32M2.6%N/A4.657%
2/12/2024Boston Family Office LLC95,946$2.23M0.2%+177.6%0.164%
2/9/2024Atlantic Private Wealth LLC135,512$3.16M2.8%N/A0.232%
2/9/2024Cambridge Investment Research Advisors Inc.447,992$10.43M0.0%+239.0%0.767%
2/9/2024InterOcean Capital Group LLC678,472$15.80M0.4%+761.6%1.162%
2/8/2024Janney Montgomery Scott LLC203,007$4.73M0.0%+10.4%0.348%
2/7/2024Cary Street Partners Investment Advisory LLC10,320$240K0.0%-53.9%0.018%
2/7/2024Hills Bank & Trust Co1,553,291$36.16M3.5%+48.8%2.660%
2/7/2024Bogart Wealth LLC3,182$74K0.0%N/A0.005%
2/6/2024Eldridge Investment Advisors Inc.57,115$1.33M0.3%+534.8%0.098%
2/5/2024Transcend Capital Advisors LLC113,300$2.64M0.2%N/A0.194%
2/2/2024Gould Asset Management LLC CA31,770$740K0.2%+122.7%0.054%
2/1/2024PSI Advisors LLC43,603$1.02M0.4%+53.8%0.075%
1/30/2024Scissortail Wealth Management LLC403,775$9.42M3.0%+11.3%0.691%
1/25/2024Strategic Blueprint LLC118,194$2.75M0.2%N/A0.202%
1/24/2024Mascoma Wealth Management LLC16,826$392K0.1%+26.3%0.029%
1/24/2024Private Trust Co. NA13,447$313K0.0%+65.6%0.023%
1/23/2024Leavell Investment Management Inc.133,383$3.11M0.2%+50.0%0.228%
1/22/2024Princeton Global Asset Management LLC10,955$255K0.1%N/A0.019%
1/17/2024IFG Advisory LLC73,698$1.72M0.1%+12.5%0.126%
1/8/2024 Horizons Wealth Management48,742$1.14M0.7%+12.6%0.083%
1/5/2024 Montecito Bank & Trust47,717$1.11M0.2%+340.0%0.082%
11/27/2023AllSquare Wealth Management LLC8,125$188K0.1%+662.9%0.014%
11/15/2023Integrated Wealth Concepts LLC426,790$9.85M0.2%+17.0%0.731%
11/13/2023Cary Street Partners Investment Advisory LLC22,378$516K0.0%+13,063.5%0.038%
11/8/2023Janney Montgomery Scott LLC183,836$4.24M0.0%+1,924.2%0.315%
11/6/2023Eldridge Investment Advisors Inc.8,998$207K0.1%N/A0.015%
10/26/2023Hills Bank & Trust Co1,044,207$24.10M2.8%+15,716.5%1.788%
10/24/2023Gould Asset Management LLC CA14,265$329K0.1%-5.3%0.024%
10/24/2023Cambridge Investment Research Advisors Inc.132,136$3.05M0.0%-11.2%0.226%
10/23/2023Scissortail Wealth Management LLC362,876$8.37M6.6%+978.0%0.621%
10/18/2023Pinnacle Bancorp Inc.4,076$94K0.0%+91.8%0.007%
10/16/2023 Montecito Bank & Trust10,845$250K0.1%N/A0.019%
10/16/2023Leavell Investment Management Inc.88,938$2.05M0.1%+46.7%0.152%
10/13/2023PSI Advisors LLC28,353$654K0.3%+150.0%0.049%
10/12/2023 Horizons Wealth Management43,278$999K0.7%+89.9%0.074%
10/10/2023 Confluence Investment Management LLC369,192$8.52M0.1%-1.7%0.632%
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9/12/2023Farther Finance Advisors LLC1,479$34K0.0%+211.4%0.003%
8/14/2023Boston Family Office LLC29,591$684K0.1%-14.4%0.051%
8/10/2023Cary Street Partners Asset Management LLC18,117$419K0.1%+11.2%0.032%
8/9/2023Flow Traders U.S. LLC82,714$1.91M0.1%N/A0.144%
8/8/2023AllSquare Wealth Management LLC1,065$25K0.0%N/A0.002%
8/7/2023Gould Asset Management LLC CA15,070$349K0.1%+4.8%0.026%
7/26/2023Janney Montgomery Scott LLC9,082$210K0.0%N/A0.016%
7/21/2023Hills Bank & Trust Co6,602$153K0.0%N/A0.012%
7/21/2023IFG Advisory LLC64,795$1.50M0.1%+1.0%0.113%
7/20/2023Scissortail Wealth Management LLC33,662$780K0.6%+7.4%0.059%
7/19/2023Leavell Investment Management Inc.60,622$1.40M0.1%+67.4%0.106%
7/14/2023Pinnacle Bancorp Inc.2,125$49K0.0%N/A0.004%
7/13/2023Cambridge Investment Research Advisors Inc.148,750$3.44M0.0%+11.8%0.260%
7/3/2023 Horizons Wealth Management22,789$527K0.4%+14.7%0.045%
7/3/2023 Confluence Investment Management LLC375,472$8.69M0.1%-0.6%0.743%
5/15/2023Cary Street Partners Asset Management LLC16,286$383K0.1%N/A0.033%
5/12/2023NewEdge Advisors LLC439,234$10.34M0.1%+15.0%0.899%
5/11/2023Cambridge Investment Research Advisors Inc.133,045$3.13M0.0%+44.3%0.272%
5/10/2023WealthPLAN Partners LLC7,205$170K0.0%N/A0.015%
5/9/2023JDM Financial Group LLC15,637$368K0.3%+45.9%0.032%
5/5/2023Scissortail Wealth Management LLC31,335$737K0.0%N/A0.064%
5/4/2023Scissortail Wealth Management LLC31,337$15.35B0.6%N/A0.064%
5/3/2023Integrated Wealth Concepts LLC323,913$7.62M0.2%+22.5%0.663%
5/2/2023Gould Asset Management LLC CA14,380$338K0.1%-28.2%0.029%
4/26/2023IFG Advisory LLC64,146$1.51M0.1%+15.6%0.131%
4/25/2023PSI Advisors LLC11,343$267K0.1%+159.0%0.023%
4/13/2023Leavell Investment Management Inc.36,216$852K0.1%+108.9%0.074%
4/12/2023Private Trust Co. NA8,122$191K0.0%+111.3%0.017%
4/6/2023 Horizons Wealth Management19,872$468K0.3%+57.2%0.048%
4/4/2023 Confluence Investment Management LLC377,589$8.89M0.1%+3.4%0.920%
2/13/2023Integrated Wealth Concepts LLC264,353$6.15M0.2%N/A33.044%
2/13/2023CIBC Private Wealth Group LLC17,100$398K0.0%N/A2.138%
2/9/2023Gould Asset Management LLC CA20,035$466K0.1%N/A2.504%
2/8/2023InterOcean Capital Group LLC13,575$316K0.0%N/A1.697%
2/8/2023Cambridge Investment Research Advisors Inc.92,213$2.15M0.0%N/A11.527%
2/7/2023Boston Family Office LLC34,557$804K0.1%N/A4.320%
1/31/2023IFG Advisory LLC55,502$1.29M0.1%N/A6.938%
1/24/2023Mascoma Wealth Management LLC5,105$119K0.0%+20.8%0.638%
1/19/2023PSI Advisors LLC4,380$102K0.1%N/A0.548%
1/18/2023Private Trust Co. NA3,843$89K0.0%N/A0.480%
1/17/2023Leavell Investment Management Inc.17,339$404K0.0%N/A2.167%
1/11/2023JDM Financial Group LLC10,715$249K0.2%N/A1.339%
1/5/2023Capital Investment Advisors LLC1,457,550$33.93M1.0%+6.8%182.194%
1/4/2023 Confluence Investment Management LLC365,202$8.50M0.1%-0.6%45.650%
1/3/2023 Horizons Wealth Management12,645$294K0.2%N/A1.581%
11/7/2022Atlantic Private Wealth LLC15,694$365K0.4%N/A1.962%
10/18/2022Mascoma Wealth Management LLC4,225$98K0.0%N/A0.528%
10/5/2022Capital Investment Advisors LLC1,364,852$31.77M1.1%+8.4%170.607%
10/3/2022 Confluence Investment Management LLC367,347$8.55M0.1%-0.5%45.918%
8/13/2022NewEdge Advisors LLC167,424$4.02M0.1%N/A20.928%
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8/13/2022Flow Traders U.S. LLC30,792$738K0.0%+106.5%3.849%
8/8/2022Baird Financial Group Inc.11,000$264K0.0%N/A1.375%
7/18/2022 Harbor Investment Advisory LLC2,500$60K0.0%N/A0.313%
7/6/2022Capital Investment Advisors LLC1,258,861$30.19M1.0%N/A157.358%
7/6/2022 Confluence Investment Management LLC369,286$8.86M0.1%-48.0%46.161%
5/10/2022Eldridge Investment Advisors Inc.26,000$631K0.2%N/A3.250%
4/4/2022 Confluence Investment Management LLC709,584$17.23M0.2%+94.4%88.698%
1/4/2022 Confluence Investment Management LLC364,997$9.25M0.1%+1.5%45.625%
11/15/2021Flow Traders U.S. LLC89,755$2.30M0.1%+73.9%11.219%
10/4/2021 Confluence Investment Management LLC359,659$9.22M0.1%+0.8%44.957%
(Data available from 1/1/2016 forward)

IBTF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBTF shares?

During the previous two years, 37 institutional investors and hedge funds held shares of iShares iBonds Dec 2025 Term Treasury ETF. The most heavily invested institutionals were GLOBALT Investments LLC GA ($63.32M), Hills Bank & Trust Co ($36.16M), Capital Investment Advisors LLC ($33.93M), InterOcean Capital Group LLC ($15.80M), Ashton Thomas Private Wealth LLC ($12.64M), Cambridge Investment Research Advisors Inc. ($10.43M), and NewEdge Advisors LLC ($10.34M).Learn more on IBTF's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2025 Term Treasury ETF stock?

Of the 36 institutional investors that purchased iShares iBonds Dec 2025 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 ($2.72M), Hills Bank & Trust Co ($1.55M), Capital Investment Advisors LLC ($1.46M), InterOcean Capital Group LLC ($613.30K), Cambridge Investment Research Advisors Inc. ($464.61K), Scissortail Wealth Management LLC ($435.11K), and Integrated Wealth Concepts LLC ($385.85K).

How much institutional buying is happening at iShares iBonds Dec 2025 Term Treasury ETF?

Institutional investors have bought a total of 9,362,710 shares in the last 24 months. This purchase volume represents approximately $279.31M in transactions.

Which iShares iBonds Dec 2025 Term Treasury ETF major shareholders have been selling company stock?

The following institutional investors have sold iShares iBonds Dec 2025 Term Treasury ETF stock in the last 24 months: Confluence Investment Management LLC ($352.78K), Cambridge Investment Research Advisors Inc. ($16.61K), Cary Street Partners Investment Advisory LLC ($12.06K), Gould Asset Management LLC CA ($6.46K), Boston Family Office LLC ($4.97K), and Ashton Thomas Private Wealth LLC ($550.00).

How much institutional selling is happening at iShares iBonds Dec 2025 Term Treasury ETF?

Institutional investors have sold a total of 393,427 shares in the last 24 months. This volume of shares sold represents approximately $17.78M in transactions.


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

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