Free Trial
→ I was right about SpaceX (From Brownstone Research) (Ad)tc pixel Free IBTG Stock Alerts

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

iShares iBonds Dec 2026 Term Treasury ETF logo
$22.84 0.00 (0.00%)
As of 03:59 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2026 Term Treasury ETF (NASDAQ:IBTG)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$99.47M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$15.53M
Get IBTG Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares iBonds Dec 2026 Term Treasury ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IBTG Institutional Buying and Selling by Quarter

iShares iBonds Dec 2026 Term Treasury ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Midwest Professional Planners LTD.364,820$8.36M2.0%+12.7%0.363%
5/4/2026 Archer Investment Corp215,198$4.93M1.1%+0.7%0.214%
4/23/2026 Pinnacle Bancorp Inc.4,525$104K0.0%-75.1%0.005%
4/22/2026 Janney Montgomery Scott LLC383,000$8.78M0.0%-3.4%0.381%
4/17/2026 Essex Bank9,522$218K0.0%N/A0.009%
4/16/2026 Montecito Bank & Trust71,751$1.64M0.3%-2.0%0.071%
2/18/2026NewEdge Advisors LLC1,817,907$41.59M0.1%-4.5%1.779%
2/17/2026Advisory Services Network LLC19,792$453K0.0%+79.3%0.019%
2/17/2026Captrust Financial Advisors206,708$4.73M0.0%+18.1%0.202%
2/17/2026Gould Asset Management LLC CA92,573$2.12M0.4%+0.9%0.091%
2/16/2026RFP Financial Group LLC11,047$253K0.1%-50.8%0.011%
2/13/2026Integrated Wealth Concepts LLC1,467,977$33.58M0.4%+3.4%1.436%
2/13/2026Boston Family Office LLC220,514$5.04M0.3%-7.6%0.216%
2/12/2026Reliant Wealth Planning66,151$1.51M0.5%+3.4%0.065%
2/12/2026 Titleist Asset Management LLC334,631$7.66M0.6%+3.4%0.327%
2/11/2026 Janney Montgomery Scott LLC396,356$9.07M0.0%+20.5%0.388%
2/11/2026Eldridge Investment Advisors Inc.308,953$7.07M1.6%+27.8%0.302%
2/11/2026Atlantic Private Wealth LLC255,888$5.85M3.7%+7.4%0.250%
2/11/2026Parallel Advisors LLC5,929$136K0.0%N/A0.006%
2/10/2026Portland Global Advisors LLC139,045$3.18M0.3%+18.2%0.136%
2/10/2026Thoroughbred Financial Services LLC53,610$1.23M0.1%-18.3%0.052%
2/9/2026PSI Advisors LLC312,794$7.16M1.8%+542.2%0.306%
2/5/2026High Note Wealth LLC46,371$1.06M0.2%+25.9%0.045%
2/4/2026Fourth Dimension Wealth LLC81,834$1.87M0.7%+87.8%0.079%
2/4/2026 Mascoma Wealth Management LLC9,544$218K0.0%-4.4%0.009%
2/3/2026 Washington Trust Advisors Inc.22,064$505K0.0%+6.1%0.021%
1/30/2026 Kohmann Bosshard Financial Services LLC2,115$48K0.0%N/A0.002%
1/30/2026 Archer Investment Corp213,686$4.89M1.1%N/A0.206%
1/30/2026 Opus Capital Group LLC15,457$354K0.0%+9.2%0.015%
1/29/2026 True Link Financial Advisors LLC136,340$3.12M0.2%+103.9%0.132%
1/27/2026 Klaas Financial Asset Advisors LLC85,525$1.96M0.3%+36.7%0.083%
1/26/2026 Towne Trust Company N.A16,600$380K0.1%+3.8%0.016%
1/23/2026Transcend Capital Advisors LLC9,740$223K0.0%-41.0%0.009%
1/22/2026 Pinnacle Bancorp Inc.18,202$416K0.1%-28.3%0.018%
1/21/2026Prime Capital Investment Advisors LLC14,898$341K0.0%+28.9%0.014%
1/21/2026Crews Bank & Trust16,890$386K0.1%-9.9%0.016%
1/20/2026 Princeton Global Asset Management LLC12,430$284K0.0%+255.1%0.012%
1/20/2026 Blue Square Asset Management LLC10,925$250K0.1%N/A0.011%
1/15/2026Rebalance LLC258,063$5.90M0.3%+26.3%0.249%
1/12/2026 Heartwood Wealth Advisors LLC708,473$16.21M1.5%+2.2%0.684%
1/9/2026 Montecito Bank & Trust73,200$1.67M0.3%+4.3%0.071%
1/8/2026 Old Port Advisors82,229$1.88M0.5%-8.8%0.080%
1/5/2026 Horizons Wealth Management52,772$1.21M0.8%+11.2%0.051%
1/1/2026JPMorgan Chase & Co.3,342$77K0.0%+158.7%0.004%
12/2/2025 IFP Advisors Inc92,669$2.13M0.1%-34.8%0.100%
11/18/2025Reliant Wealth Planning63,964$1.47M0.5%+10.8%0.069%
11/17/2025NewEdge Advisors LLC1,904,405$43.71M0.2%+6.9%2.058%
11/17/2025United Capital Financial Advisors LLC1,331,030$30.55M0.2%+97.3%1.438%
11/17/2025Integrated Wealth Concepts LLC1,419,927$32.59M0.3%+5.6%1.534%
11/17/2025 Hughes Financial Services LLC102,460$2.35M0.4%+4.2%0.111%
11/17/2025Ameriprise Financial Inc.286,564$6.56M0.0%+36.4%0.310%
11/12/2025RFP Financial Group LLC22,433$515K0.2%-21.7%0.024%
11/10/2025 Cary Street Partners Financial LLC27,833$639K0.0%-3.1%0.030%
11/10/2025Thoroughbred Financial Services LLC65,653$1.51M0.1%-10.1%0.071%
11/10/2025Portland Global Advisors LLC117,607$2.70M0.3%+6.9%0.127%
11/10/2025 Washington Trust Advisors Inc.20,805$477K0.0%-7.0%0.022%
11/10/2025Heartland Bank & Trust Co63,074$1.45M0.6%+238.2%0.068%
11/7/2025JPMorgan Chase & Co.3,342$77K0.0%+158.7%0.004%
11/6/2025 True Link Financial Advisors LLC66,863$1.54M0.1%-26.7%0.072%
11/5/2025Prime Capital Investment Advisors LLC11,558$265K0.0%+14.4%0.012%
11/5/2025 Titleist Asset Management LLC323,767$7.43M0.6%+7.8%0.350%
11/4/2025Fourth Dimension Wealth LLC43,583$1M0.4%+5.6%0.047%
11/4/2025High Note Wealth LLC36,836$845K0.2%+51.4%0.040%
11/3/2025Atlantic Private Wealth LLC238,147$5.47M3.5%+22.2%0.257%
11/3/2025GPS Wealth Strategies Group LLC2,939$67K0.0%N/A0.003%
10/31/2025Bank of Jackson Hole Trust2,679$61K0.0%-16.3%0.003%
10/31/2025 Opus Capital Group LLC14,150$325K0.0%N/A0.015%
10/30/2025CNB Bank20,022$460K0.2%N/A0.022%
10/28/2025Leavell Investment Management Inc.231,842$5.32M0.2%+3.5%0.253%
10/28/2025Gould Asset Management LLC CA91,733$2.11M0.4%+1.4%0.100%
10/23/2025 Strategic Blueprint LLC435,922$10.00M0.4%+24.6%0.477%
10/22/2025Crews Bank & Trust18,740$430K0.1%-6.5%0.021%
10/20/2025 Klaas Financial Asset Advisors LLC62,544$1.44M0.2%-8.9%0.069%
10/16/2025Rebalance LLC204,324$4.69M0.3%+21.5%0.224%
10/14/2025 Farther Finance Advisors LLC8,837$203K0.0%+668.4%0.010%
10/8/2025 OLD Point Trust & Financial Services N A16,000$367K0.1%+6.7%0.018%
10/7/2025 Montecito Bank & Trust70,165$1.61M0.3%N/A0.077%
10/6/2025 Old Port Advisors90,200$2.07M0.5%-7.7%0.097%
10/6/2025 Heartwood Wealth Advisors LLC693,415$15.91M1.5%N/A0.746%
10/3/2025 Horizons Wealth Management47,471$1.09M0.7%+2.0%0.051%
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%
8/14/2025 Cary 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%
8/12/2025 Titleist 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%
8/7/2025 Hughes 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%
7/30/2025 Strategic Blueprint LLC349,880$8.02M0.4%+24.5%0.411%
7/25/2025Heartland Bank & Trust Co18,650$428K0.2%+8.2%0.022%
7/24/2025 True 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%
7/17/2025 Janney Montgomery Scott LLC302,181$6.93M0.0%+16.0%0.357%


IBTG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBTG shares?

During the previous two years, 72 institutional investors and hedge funds held shares of iShares iBonds Dec 2026 Term Treasury ETF. The most heavily invested institutionals were NewEdge Advisors LLC ($41.59M), InterOcean Capital Group LLC ($34.23M), Integrated Wealth Concepts LLC ($33.58M), United Capital Financial Advisors LLC ($30.55M), Confluence Investment Management LLC ($19.58M), Heartwood Wealth Advisors LLC ($16.21M), and Scissortail Wealth Management LLC ($11.10M).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 66 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: United Capital Financial Advisors LLC ($756.43K), Integrated Wealth Concepts LLC ($754.13K), Heartwood Wealth Advisors LLC ($708.47K), InterOcean Capital Group LLC ($504.74K), Scissortail Wealth Management LLC ($432.46K), Titleist Asset Management LLC ($334.63K), and Strategic Blueprint LLC ($334.00K).

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

Institutional investors have bought a total of 4,338,034 shares in the last 24 months. This purchase volume represents approximately $99.47M in transactions.

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

Of the 21 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 ($254.15K), Old Port Advisors ($105.24K), Ameriprise Financial Inc. ($68.72K), IFP Advisors Inc ($49.56K), Dorsey & Whitney Trust CO LLC ($32.20K), True Link Financial Advisors LLC ($24.32K), and Pinnacle Bancorp Inc. ($20.87K).

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

Institutional investors have sold a total of 677,608 shares in the last 24 months. This volume of shares sold represents approximately $15.53M in transactions.


Related Companies

This page (NASDAQ:IBTG) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel
Invest in SpaceX Before IPO
SpaceX is already one of the most valuable private companies on Earth, and some analysts believe its valuation...
NXT Wave Research | Sponsoredtc pixel
URGENT: $2 Gold Stock With Major Discovery
A $2 gold stock is said to quietly control what may be the largest gold deposit in the world - worth nearly $1...
Paradigm Press | Sponsoredtc pixel