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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)
46
Total
Institutional Inflows
(last 12 months)
$69.26M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$9.13M
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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
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%
4/9/2025 Harbor 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%
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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%
10/9/2024Pinnacle Bancorp Inc.19,560$451K0.1%+14.0%0.033%
8/7/2024Dorsey & Whitney Trust CO LLC9,380$213K0.0%N/A0.017%
8/7/2024Ashton Thomas Private Wealth LLC4,365$99K0.0%N/A0.008%
8/2/2024Mascoma Wealth Management LLC9,988$226K0.1%-28.3%0.019%
7/31/2024Farther Finance Advisors LLC39,104$882K0.0%-45.3%0.073%
7/27/2024Strategic Blueprint LLC130,838$2.96M0.2%+28.4%0.244%
7/26/2024Cambridge Investment Research Advisors Inc.84,112$1.91M0.0%+6.5%0.157%
7/23/2024PSI Advisors LLC62,093$1.41M0.4%+1,511.5%0.118%
7/22/2024Horizons Wealth Management44,025$1M0.8%-14.0%0.084%
7/17/2024Montecito Bank & Trust56,951$1.29M0.3%+16.2%0.110%
7/17/2024Leavell Investment Management Inc.106,395$2.41M0.1%+37.7%0.206%
7/17/2024AdvisorNet Financial Inc4,704$107K0.0%-19.1%0.009%
7/9/2024Lowe Wealth Advisors LLC4,402$100K0.0%N/A0.009%
7/1/2024 Confluence Investment Management LLC864,059$19.58M0.3%-0.5%1.870%
5/14/2024InterOcean Capital Group LLC1,507,057$34.23M0.8%+50.4%3.262%
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5/9/2024Portland Global Advisors LLC50,834$1.15M0.2%N/A0.110%
5/4/2024Gould Asset Management LLC CA46,200$1.05M0.3%+41.2%0.100%
5/3/2024United Community Bank2,903$66K0.0%N/A0.006%
5/1/2024Janney Montgomery Scott LLC185,887$4.22M0.0%+4.3%0.403%
4/24/2024Leavell Investment Management Inc.77,290$1.76M0.1%+27.9%0.173%
4/23/2024WASHINGTON TRUST Co10,650$242K0.0%N/A0.024%
4/23/2024Strategic Blueprint LLC101,924$2.32M0.2%+69.9%0.228%
4/16/2024Pinnacle Bancorp Inc.17,160$390K0.1%+312.1%0.039%
4/12/2024AdvisorNet Financial Inc5,818$132K0.0%-18.3%0.013%
4/1/2024 Confluence Investment Management LLC867,969$19.71M0.3%N/A2.231%
(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, 58 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. ($7.11M), and Titleist Asset Management LLC ($6.46M).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 56 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), Titleist Asset Management LLC ($281.73K), Strategic Blueprint LLC ($281.12K), and Janney Montgomery Scott LLC ($259.89K).

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

Institutional investors have bought a total of 3,025,492 shares in the last 24 months. This purchase volume represents approximately $69.26M in transactions.

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

Of the 12 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 ($76.00K), Farther Finance Advisors LLC ($68.43K), Dorsey & Whitney Trust CO LLC ($33.14K), PSI Advisors LLC ($14.66K), Montecito Bank & Trust ($10.20K), and Captrust Financial Advisors ($8.26K).

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

Institutional investors have sold a total of 398,671 shares in the last 24 months. This volume of shares sold represents approximately $9.13M in transactions.


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This page (NASDAQ:IBTG) was last updated on 7/7/2025 by MarketBeat.com Staff
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