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

iShares iBonds Dec 2026 Term Treasury ETF logo
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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)
49
Total
Institutional Inflows
(last 12 months)
$77.61M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$10.82M
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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
8/15/2025Captrust Financial Advisors174,584$4.00M0.0%+5.1%0.204%
8/15/2025Ameriprise Financial Inc.210,134$4.82M0.0%-24.6%0.246%
8/14/2025Cary Street Partners Financial LLC28,712$658K0.0%+6.5%0.034%
8/13/2025RFP Financial Group LLC28,632$657K0.3%+11.3%0.034%
8/13/2025Portland Global Advisors LLC110,055$2.52M0.3%+8.7%0.129%
8/13/2025Baird Financial Group Inc.367,389$8.42M0.0%+18.6%0.430%
8/13/2025Boston Family Office LLC226,379$5.19M0.3%+12.7%0.265%
8/12/2025Titleist Asset Management LLC300,277$6.89M0.7%+6.6%0.352%
8/11/2025Dorsey & Whitney Trust CO LLC14,255$327K0.0%-14.3%0.017%
8/7/2025Hughes Financial Services LLC98,370$2.25M0.4%+3.4%0.115%
8/5/2025Fourth Dimension Wealth LLC41,276$946K0.4%+340.4%0.048%
8/5/2025Gould Asset Management LLC CA90,433$2.07M0.4%+5.2%0.106%
7/31/2025Leavell Investment Management Inc.224,028$5.14M0.2%-7.5%0.263%
7/30/2025Strategic Blueprint LLC349,880$8.02M0.4%+24.5%0.411%
7/25/2025Heartland Bank & Trust Co18,650$428K0.2%+8.2%0.022%
7/24/2025True Link Financial Advisors LLC91,181$2.09M0.1%N/A0.108%
7/23/2025High Note Wealth LLC24,334$558K0.1%N/A0.029%
7/23/2025Prime Capital Investment Advisors LLC10,100$232K0.0%N/A0.012%
7/21/2025Crews Bank & Trust20,050$460K0.1%+8.8%0.024%
7/17/2025Janney Montgomery Scott LLC302,181$6.93M0.0%+16.0%0.357%
7/16/2025Old Port Advisors97,730$2.24M0.6%-12.3%0.116%
7/16/2025Rebalance LLC168,144$3.86M0.3%+141.4%0.199%
7/11/2025Farther Finance Advisors LLC1,150$26K0.0%-89.5%0.001%
7/10/2025Klaas Financial Asset Advisors LLC68,621$1.57M0.2%-7.2%0.082%
7/9/2025Lbmc Investment Advisors LLC9,070$208K0.0%N/A0.011%
5/16/2025NewEdge Advisors LLC1,850,602$42.45M0.2%-8.3%2.295%
5/16/2025Integrated Wealth Concepts LLC1,248,141$28.63M0.3%+0.5%1.548%
5/15/2025Titleist Asset Management LLC281,727$6.46M0.7%N/A0.349%
5/15/2025Baird Financial Group Inc.309,764$7.11M0.0%+0.8%0.384%
5/14/2025Dorsey & Whitney Trust CO LLC16,630$381K0.0%-64.2%0.021%
5/13/2025Boston Family Office LLC200,888$4.61M0.3%+5.1%0.249%
5/12/2025Scissortail Wealth Management LLC484,001$11.10M2.9%+839.1%0.600%
5/9/2025Atlantic Private Wealth LLC129,431$2.97M2.2%+3.3%0.160%
5/8/2025Bank of Jackson Hole Trust3,201$73K0.0%+73.4%0.004%
5/7/2025Portland Global Advisors LLC101,288$2.32M0.3%+10.2%0.126%
5/6/2025Old Port Advisors111,478$2.56M0.8%-40.5%0.138%
5/1/2025Hughes Financial Services LLC95,159$2.18M0.4%+4.1%0.118%
4/30/2025Leavell Investment Management Inc.242,106$5.55M0.3%+7.8%0.300%
4/29/2025Strategic Blueprint LLC281,115$6.45M0.4%+27.3%0.350%
4/25/2025Washington Trust Advisors Inc.22,310$512K0.0%N/A0.028%
4/24/2025Mascoma Wealth Management LLC9,988$229K0.1%-28.2%0.012%
4/24/2025Klaas Financial Asset Advisors LLC73,928$1.70M0.3%+103.8%0.092%
4/23/2025Pinnacle Bancorp Inc.25,396$583K0.2%+20.8%0.032%
4/23/2025Fourth Dimension Wealth LLC9,372$215K0.1%+10.7%0.012%
4/22/2025Cambridge Investment Research Advisors Inc.101,468$2.33M0.0%+5.8%0.126%
4/22/2025Crews Bank & Trust18,425$423K0.1%-4.7%0.023%
4/22/2025RFP Financial Group LLC25,729$590K0.2%N/A0.032%
4/21/2025PSI Advisors LLC48,758$1.12M0.4%-5.1%0.061%
4/17/2025Montecito Bank & Trust49,748$1.14M0.2%+6.4%0.062%
4/17/2025Janney Montgomery Scott LLC260,511$5.98M0.0%+26.7%0.325%
4/17/2025Rebalance LLC69,664$1.60M0.1%N/A0.087%
4/11/2025Princeton Global Asset Management LLC3,500$80K0.0%N/A0.004%
4/9/2025Harbor Investment Advisory LLC1,200$28K0.0%N/A0.001%
4/8/2025Lowe Wealth Advisors LLC1,200$28K0.0%N/A0.002%
2/18/2025Fourth Dimension Wealth LLC8,468$193K0.1%N/A0.011%
2/18/2025Novem Group43,713$997K0.1%N/A0.059%
2/17/2025Captrust Financial Advisors144,431$3.29M0.0%+52.5%0.196%
2/17/2025Cary Street Partners Financial LLC26,963$615K0.0%N/A0.037%
2/17/2025Baird Financial Group Inc.307,184$7.01M0.0%+277.8%0.416%
2/17/2025Ameriprise Financial Inc.280,379$6.40M0.0%+18.1%0.380%
2/14/2025Kovitz Investment Group Partners LLC74,167$1.69M0.0%-4.2%0.100%
2/14/2025Integrated Wealth Concepts LLC1,241,811$28.33M0.3%+36.6%1.682%
2/13/2025United Capital Financial Advisors LLC137,359$3.13M0.0%+269.4%0.186%
2/12/2025Boston Family Office LLC191,098$4.36M0.3%+16.4%0.259%
2/12/2025Portland Global Advisors LLC91,933$2.10M0.3%+15.8%0.124%
2/11/2025AllSquare Wealth Management LLC6,904$157K0.1%+416.8%0.009%
2/11/2025OLD Point Trust & Financial Services N A8,050$184K0.1%+283.3%0.011%
2/11/2025Atlantic Private Wealth LLC125,262$2.86M2.2%+62.4%0.170%
2/10/2025Eldridge Investment Advisors Inc.87,688$2M0.5%+123.7%0.119%
2/10/2025Hughes Financial Services LLC91,381$2.08M0.4%N/A0.124%
2/10/2025Mascoma Wealth Management LLC13,907$317K0.1%+39.2%0.019%
2/10/2025Farther Finance Advisors LLC11,000$251K0.0%-76.6%0.015%
2/7/2025Dorsey & Whitney Trust CO LLC46,458$1.06M0.1%-6.7%0.063%
2/5/2025Kohmann Bosshard Financial Services LLC2,043$47K0.0%N/A0.003%
2/3/2025Centricity Wealth Management LLC2,800$64K0.1%N/A0.004%
1/31/2025Bank of Jackson Hole Trust1,846$42K0.0%N/A0.003%
1/29/2025Leavell Investment Management Inc.224,549$5.12M0.3%+39.3%0.308%
1/28/2025Barrett & Company Inc.37,961$866K0.4%+23.0%0.052%
1/24/2025Costello Asset Management INC1,139$26K0.0%+6,227.8%0.002%
1/23/2025RVW Wealth LLC21,955$501K0.0%N/A0.030%
1/23/2025Crews Bank & Trust19,325$441K0.1%N/A0.027%
1/23/2025Strategic Blueprint LLC220,882$5.04M0.3%+13.4%0.305%
1/22/2025Heartland Bank & Trust Co17,233$393K0.2%+49.1%0.024%
1/22/2025Klaas Financial Asset Advisors LLC36,282$828K0.1%N/A0.050%
1/21/2025Montecito Bank & Trust46,748$1.07M0.2%-17.9%0.065%
1/17/2025Janney Montgomery Scott LLC205,662$4.69M0.0%+9.1%0.288%
1/14/2025Pinnacle Bancorp Inc.21,025$480K0.2%+7.5%0.029%
1/13/2025PSI Advisors LLC51,358$1.17M0.3%-19.0%0.073%
1/7/2025Horizons Wealth Management46,834$1.07M0.8%+5.7%0.067%
11/15/2024Kovitz Investment Group Partners LLC77,455$1.79M0.0%N/A0.126%
11/15/2024Integrated Wealth Concepts LLC909,304$20.97M0.3%+47.3%1.479%
11/14/2024Captrust Financial Advisors94,715$2.19M0.0%-8.0%0.154%
11/13/2024Boston Family Office LLC164,126$3.79M0.3%+12.7%0.267%
11/1/2024Leavell Investment Management Inc.161,184$3.72M0.2%+51.5%0.263%
10/29/2024Janney Montgomery Scott LLC188,587$4.35M0.0%+1.1%0.308%
10/29/2024Farther Finance Advisors LLC46,995$1.08M0.0%+20.2%0.077%
10/25/2024Strategic Blueprint LLC194,810$4.49M0.3%+48.9%0.321%
10/23/2024PSI Advisors LLC63,413$1.46M0.4%+2.1%0.105%
10/22/2024Heartland Bank & Trust Co11,556$267K0.1%N/A0.019%
10/22/2024Eastern Bank4,949$114K0.0%N/A0.008%
(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, 60 institutional investors and hedge funds held shares of iShares iBonds Dec 2026 Term Treasury ETF. The most heavily invested institutionals were NewEdge Advisors LLC ($42.45M), InterOcean Capital Group LLC ($34.23M), Integrated Wealth Concepts LLC ($28.63M), Confluence Investment Management LLC ($19.58M), Scissortail Wealth Management LLC ($11.10M), Baird Financial Group Inc. ($8.42M), and Strategic Blueprint LLC ($8.02M).Learn more on iShares iBonds Dec 2026 Term Treasury ETF's institutional investors.

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

Of the 58 institutional investors that purchased iShares iBonds Dec 2026 Term Treasury ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: InterOcean Capital Group LLC ($1.45M), Confluence Investment Management LLC ($867.97K), Integrated Wealth Concepts LLC ($643.61K), Scissortail Wealth Management LLC ($481.56K), Strategic Blueprint LLC ($349.88K), Janney Montgomery Scott LLC ($301.56K), and Titleist Asset Management LLC ($300.28K).

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

Institutional investors have bought a total of 3,387,771 shares in the last 24 months. This purchase volume represents approximately $77.61M in transactions.

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

Of the 13 institutional investors that sold iShares iBonds Dec 2026 Term Treasury ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: NewEdge Advisors LLC ($167.66K), Old Port Advisors ($89.74K), Ameriprise Financial Inc. ($68.72K), Farther Finance Advisors LLC ($45.85K), Dorsey & Whitney Trust CO LLC ($35.52K), Leavell Investment Management Inc. ($18.08K), and PSI Advisors LLC ($14.66K).

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

Institutional investors have sold a total of 472,097 shares in the last 24 months. This volume of shares sold represents approximately $10.82M in transactions.


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This page (NASDAQ:IBTG) was last updated on 9/10/2025 by MarketBeat.com Staff
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