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

iShares iBonds Dec 2026 Term Treasury ETF logo
$22.91 +0.01 (+0.04%)
As of 03:57 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)
49
Total
Institutional Inflows
(last 12 months)
$82.48M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$9.60M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 McIlrath & Eck LLC1,922$44K0.0%N/A0.002%
5/18/2026 Reliant Wealth Planning64,490$1.48M0.4%-2.5%0.064%
5/8/2026 Atlantic Private Wealth LLC242,839$5.57M3.6%-5.1%0.242%
5/7/2026 Parallel Advisors LLC11,197$257K0.0%+88.9%0.011%
5/5/2026 Midwest 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%
2/18/2026 NewEdge Advisors LLC1,817,907$41.59M0.1%-4.5%1.779%
2/17/2026 Advisory Services Network LLC19,792$453K0.0%+79.3%0.019%
2/17/2026 Captrust Financial Advisors206,708$4.73M0.0%+18.1%0.202%
2/17/2026 Gould Asset Management LLC CA92,573$2.12M0.4%+0.9%0.091%
2/16/2026 RFP Financial Group LLC11,047$253K0.1%-50.8%0.011%
2/13/2026 Integrated Wealth Concepts LLC1,467,977$33.58M0.4%+3.4%1.436%
2/13/2026 Boston Family Office LLC220,514$5.04M0.3%-7.6%0.216%
2/12/2026 Reliant 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%
2/11/2026 Eldridge Investment Advisors Inc.308,953$7.07M1.6%+27.8%0.302%
2/11/2026 Atlantic Private Wealth LLC255,888$5.85M3.7%+7.4%0.250%
2/11/2026 Parallel Advisors LLC5,929$136K0.0%N/A0.006%
2/10/2026 Portland Global Advisors LLC139,045$3.18M0.3%+18.2%0.136%
2/10/2026 Thoroughbred Financial Services LLC53,610$1.23M0.1%-18.3%0.052%
2/9/2026 PSI Advisors LLC312,794$7.16M1.8%+542.2%0.306%
2/5/2026 High Note Wealth LLC46,371$1.06M0.2%+25.9%0.045%
2/4/2026 Fourth 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%
1/23/2026 Transcend Capital Advisors LLC9,740$223K0.0%-41.0%0.009%
1/22/2026 Pinnacle Bancorp Inc.18,202$416K0.1%-28.3%0.018%
1/21/2026 Prime Capital Investment Advisors LLC14,898$341K0.0%+28.9%0.014%
1/21/2026 Crews Bank & Trust16,890$386K0.1%-9.9%0.016%
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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%
1/15/2026 Rebalance 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%
1/1/2026 JPMorgan Chase & Co.3,342$77K0.0%+158.7%0.004%
12/2/2025 IFP Advisors Inc92,669$2.13M0.1%-34.8%0.100%
11/18/2025 Reliant Wealth Planning63,964$1.47M0.5%+10.8%0.069%
11/17/2025 NewEdge Advisors LLC1,904,405$43.71M0.2%+6.9%2.058%
11/17/2025 United Capital Financial Advisors LLC1,331,030$30.55M0.2%+97.3%1.438%
11/17/2025 Integrated 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%
11/17/2025 Ameriprise Financial Inc.286,564$6.56M0.0%+36.4%0.310%
11/12/2025 RFP 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%
11/10/2025 Thoroughbred Financial Services LLC65,653$1.51M0.1%-10.1%0.071%
11/10/2025 Portland 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%
11/10/2025 Heartland Bank & Trust Co63,074$1.45M0.6%+238.2%0.068%
11/7/2025 JPMorgan 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%
11/5/2025 Prime 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%
11/4/2025 Fourth Dimension Wealth LLC43,583$1M0.4%+5.6%0.047%
11/4/2025 High Note Wealth LLC36,836$845K0.2%+51.4%0.040%
11/3/2025 Atlantic Private Wealth LLC238,147$5.47M3.5%+22.2%0.257%
11/3/2025GPS Wealth Strategies Group LLC2,939$67K0.0%N/A0.003%
10/31/2025 Bank of Jackson Hole Trust2,679$61K0.0%-16.3%0.003%
10/31/2025 Opus Capital Group LLC14,150$325K0.0%N/A0.015%
10/30/2025 CNB Bank20,022$460K0.2%N/A0.022%
10/28/2025 Leavell Investment Management Inc.231,842$5.32M0.2%+3.5%0.253%
10/28/2025 Gould 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%
10/22/2025 Crews 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%
10/16/2025 Rebalance 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%
8/15/2025 Captrust Financial Advisors174,584$4.00M0.0%+5.1%0.204%
8/15/2025 Ameriprise 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%
8/13/2025 RFP Financial Group LLC28,632$657K0.3%+11.3%0.034%
8/13/2025 Portland Global Advisors LLC110,055$2.52M0.3%+8.7%0.129%
8/13/2025 Baird Financial Group Inc.367,389$8.42M0.0%+18.6%0.430%
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8/13/2025 Boston 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%
8/11/2025 Dorsey & 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%
8/5/2025 Fourth Dimension Wealth LLC41,276$946K0.4%+340.4%0.048%
8/5/2025 Gould Asset Management LLC CA90,433$2.07M0.4%+5.2%0.106%
7/31/2025 Leavell 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%
7/25/2025 Heartland 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%


IBTG Institutional Ownership - Frequently Asked Questions

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), 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), Scissortail Wealth Management LLC ($11.10M), and Strategic Blueprint LLC ($10.00M).Learn more on iShares iBonds Dec 2026 Term Treasury ETF's institutional investors.

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), Scissortail Wealth Management LLC ($432.46K), Titleist Asset Management LLC ($334.63K), Strategic Blueprint LLC ($334.00K), and PSI Advisors LLC ($323.65K).

Institutional investors have bought a total of 3,597,455 shares in the last 24 months. This purchase volume represents approximately $82.48M in transactions.

Of the 23 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 ($86.50K), Ameriprise Financial Inc. ($68.72K), IFP Advisors Inc ($49.56K), Old Port Advisors ($29.25K), True Link Financial Advisors LLC ($24.32K), Pinnacle Bancorp Inc. ($20.87K), and Thoroughbred Financial Services LLC ($19.43K).

Institutional investors have sold a total of 418,839 shares in the last 24 months. This volume of shares sold represents approximately $9.60M in transactions.


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This page (NASDAQ:IBTG) was last updated on 5/29/2026 by MarketBeat.com Staff.
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