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

$22.77

+0.03 (+0.13%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Holdings Ownership Short Interest Trends

Number of Institutional Buyers (last 12 months): 25
Total Institutional Inflows (last 12 months): $74.04M

Number of Institutional Sellers (last 12 months): 5
Total Institutional Outflows (last 12 months): $1.51M

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IBTG Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Cambridge Investment Research Advisors Inc.	84,112	$1.91M	0.0%	+6.5%	0.157%
7/23/2024	PSI Advisors LLC	62,093	$1.41M	0.4%	+1,511.5%	0.118%
7/22/2024	Horizons Wealth Management	44,025	$1M	0.8%	-14.0%	0.084%
7/17/2024	Montecito Bank & Trust	56,951	$1.29M	0.3%	+16.2%	0.110%
7/17/2024	Leavell Investment Management Inc.	106,395	$2.41M	0.1%	+37.7%	0.206%
7/17/2024	AdvisorNet Financial Inc	4,704	$107K	0.0%	-19.1%	0.009%
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7/9/2024	Lowe Wealth Advisors LLC	4,402	$100K	0.0%	N/A	0.009%
7/1/2024	Confluence Investment Management LLC	864,059	$19.58M	0.3%	-0.5%	1.870%
5/14/2024	InterOcean Capital Group LLC	1,507,057	$34.23M	0.8%	+50.4%	3.262%
5/9/2024	Portland Global Advisors LLC	50,834	$1.15M	0.2%	N/A	0.110%
5/4/2024	Gould Asset Management LLC CA	46,200	$1.05M	0.3%	+41.2%	0.100%
5/3/2024	United Community Bank	2,903	$66K	0.0%	N/A	0.006%
5/1/2024	Janney Montgomery Scott LLC	185,887	$4.22M	0.0%	+4.3%	0.403%
4/24/2024	Leavell Investment Management Inc.	77,290	$1.76M	0.1%	+27.9%	0.173%
4/23/2024	WASHINGTON TRUST Co	10,650	$242K	0.0%	N/A	0.024%
4/23/2024	Strategic Blueprint LLC	101,924	$2.32M	0.2%	+69.9%	0.228%
4/16/2024	Pinnacle Bancorp Inc.	17,160	$390K	0.1%	+312.1%	0.039%
4/12/2024	AdvisorNet Financial Inc	5,818	$132K	0.0%	-18.3%	0.013%
4/1/2024	Confluence Investment Management LLC	867,969	$19.71M	0.3%	N/A	2.231%
2/12/2024	Boston Family Office LLC	73,482	$1.68M	0.1%	N/A	0.189%
2/9/2024	Atlantic Private Wealth LLC	13,120	$300K	0.3%	N/A	0.034%
2/9/2024	Cambridge Investment Research Advisors Inc.	78,795	$1.80M	0.0%	+3.7%	0.203%
2/9/2024	InterOcean Capital Group LLC	1,002,317	$22.91M	0.6%	+1,799.4%	2.577%
2/8/2024	Janney Montgomery Scott LLC	178,275	$4.07M	0.0%	+13.0%	0.458%
2/7/2024	Cary Street Partners Investment Advisory LLC	9,266	$212K	0.0%	-56.2%	0.024%
2/7/2024	Bogart Wealth LLC	3,292	$75K	0.0%	N/A	0.008%
2/2/2024	Gould Asset Management LLC CA	32,710	$748K	0.2%	N/A	0.085%
1/30/2024	Scissortail Wealth Management LLC	49,101	$1.12M	0.4%	+7.8%	0.130%
1/25/2024	Strategic Blueprint LLC	59,978	$1.37M	0.1%	N/A	0.165%
1/24/2024	Mascoma Wealth Management LLC	12,648	$289K	0.1%	+39.7%	0.035%
1/23/2024	Leavell Investment Management Inc.	60,412	$1.38M	0.1%	+108.5%	0.166%
1/19/2024	AdvisorNet Financial Inc	7,118	$163K	0.0%	+34.5%	0.021%
1/8/2024	Horizons Wealth Management	51,193	$1.17M	0.8%	+81.9%	0.155%
1/5/2024	Montecito Bank & Trust	49,031	$1.12M	0.2%	+340.1%	0.148%
11/15/2023	Integrated Wealth Concepts LLC	120,408	$2.71M	0.0%	+11.9%	0.576%
11/13/2023	Cary Street Partners Investment Advisory LLC	21,150	$475K	0.0%	+12,055.2%	0.101%
11/8/2023	Janney Montgomery Scott LLC	157,714	$3.54M	0.0%	N/A	0.755%
10/24/2023	Cambridge Investment Research Advisors Inc.	75,975	$1.71M	0.0%	-28.5%	0.411%
10/23/2023	Scissortail Wealth Management LLC	45,547	$1.02M	0.8%	N/A	0.246%
10/18/2023	Pinnacle Bancorp Inc.	4,164	$94K	0.0%	+92.4%	0.023%
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10/16/2023	Montecito Bank & Trust	11,140	$250K	0.1%	N/A	0.061%
10/16/2023	Leavell Investment Management Inc.	28,979	$651K	0.0%	+62.0%	0.160%
10/13/2023	PSI Advisors LLC	3,653	$82K	0.0%	+228.2%	0.020%
10/12/2023	Horizons Wealth Management	28,136	$632K	0.5%	+260.1%	0.157%
10/10/2023	Confluence Investment Management LLC	905,299	$20.34M	0.3%	-1.2%	5.144%
8/10/2023	Cary Street Partners Asset Management LLC	17,888	$405K	0.1%	+11.6%	0.124%
8/9/2023	Flow Traders U.S. LLC	78,107	$1.77M	0.1%	N/A	0.541%
7/19/2023	Leavell Investment Management Inc.	17,890	$405K	0.0%	+8.2%	0.123%
7/14/2023	AdvisorNet Financial Inc	5,541	$126K	0.0%	+12.6%	0.038%
7/14/2023	Pinnacle Bancorp Inc.	2,164	$49K	0.0%	N/A	0.015%
7/13/2023	Cambridge Investment Research Advisors Inc.	106,298	$2.41M	0.0%	+20.6%	0.736%
7/3/2023	Horizons Wealth Management	7,814	$177K	0.1%	+50.1%	0.058%
7/3/2023	Confluence Investment Management LLC	916,292	$20.75M	0.3%	-0.3%	6.838%
5/15/2023	Cary Street Partners Asset Management LLC	16,025	$370K	0.1%	N/A	0.120%
5/12/2023	Stonebridge Capital Advisors LLC	4,920	$114K	0.0%	+173.3%	0.037%
5/12/2023	NewEdge Advisors LLC	377,571	$8.71M	0.1%	+19.1%	2.818%
5/11/2023	Cambridge Investment Research Advisors Inc.	88,134	$2.03M	0.0%	+70.5%	0.658%
5/9/2023	Epic Trust Investment Advisors LLC	10,304	$238K	0.3%	N/A	0.077%
5/9/2023	JDM Financial Group LLC	12,772	$295K	0.3%	+46.1%	0.095%
5/3/2023	Integrated Wealth Concepts LLC	82,727	$1.91M	0.0%	+73.8%	0.622%
4/28/2023	AdvisorNet Financial Inc	4,920	$114K	0.0%	+173.3%	0.037%
4/25/2023	PSI Advisors LLC	1,113	$26K	0.0%	N/A	0.008%
4/13/2023	Leavell Investment Management Inc.	16,540	$382K	0.0%	+74.4%	0.129%
4/12/2023	Private Trust Co. NA	3,293	$76K	0.0%	N/A	0.026%
4/6/2023	Horizons Wealth Management	5,205	$120K	0.1%	+123.4%	0.041%
4/4/2023	Confluence Investment Management LLC	919,171	$21.21M	0.3%	+3.0%	7.324%
2/13/2023	Integrated Wealth Concepts LLC	47,608	$1.08M	0.0%	N/A	0.483%
2/13/2023	CIBC Private Wealth Group LLC	14,000	$318K	0.0%	N/A	0.142%
2/8/2023	Cambridge Investment Research Advisors Inc.	51,698	$1.17M	0.0%	N/A	0.525%
1/17/2023	Leavell Investment Management Inc.	9,485	$215K	0.0%	N/A	0.111%
1/13/2023	AdvisorNet Financial Inc	1,800	$41K	0.0%	N/A	0.022%
1/11/2023	JDM Financial Group LLC	8,744	$199K	0.2%	N/A	0.102%
1/5/2023	Capital Investment Advisors LLC	1,469,885	$33.39M	1.0%	+7.4%	18.966%
1/4/2023	Confluence Investment Management LLC	892,501	$20.27M	0.3%	+29.7%	16.682%
1/3/2023	Horizons Wealth Management	2,330	$53K	0.0%	N/A	0.044%
11/15/2022	Flow Traders U.S. LLC	13,039	$296K	0.0%	N/A	0.244%
10/5/2022	Capital Investment Advisors LLC	1,369,081	$31.04M	1.1%	+9.1%	25.121%
10/3/2022	Confluence Investment Management LLC	688,268	$15.60M	0.3%	+2.4%	14.191%
7/13/2022	First National Bank of South Miami	1,300	$31K	0.0%	N/A	0.029%
7/6/2022	Capital Investment Advisors LLC	1,254,780	$29.58M	1.0%	N/A	27.884%
7/6/2022	Confluence Investment Management LLC	671,884	$15.84M	0.2%	+1.8%	14.767%
4/4/2022	Confluence Investment Management LLC	659,828	$15.85M	0.2%	+81.6%	25.876%
1/4/2022	Confluence Investment Management LLC	363,340	$9.17M	0.1%	+1.5%	51.906%
10/4/2021	Confluence Investment Management LLC	358,003	$9.15M	0.1%	+0.8%	55.077%
8/24/2021	Flow Traders U.S. LLC	15,407	$395K	0.0%	-50.2%	2.370%
7/1/2021	Confluence Investment Management LLC	355,300	$9.10M	0.1%	-2.3%	54.662%
5/18/2021	Flow Traders U.S. LLC	30,964	$789K	0.0%	+73.8%	4.764%
4/5/2021	Confluence Investment Management LLC	363,585	$9.26M	0.1%	-0.6%	48.478%
1/25/2021	Confluence Investment Management LLC	365,643	$9.58M	0.1%	+1.6%	43.017%
10/19/2020	Confluence Investment Management LLC	359,815	$9.47M	0.2%	+3.2%	44.977%
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(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, 32 institutional investors and hedge funds held shares of iShares iBonds Dec 2026 Term Treasury ETF. The most heavily invested institutionals were InterOcean Capital Group LLC ($34.23M), Capital Investment Advisors LLC ($33.39M), Confluence Investment Management LLC ($19.58M), NewEdge Advisors LLC ($8.71M), Janney Montgomery Scott LLC ($4.22M), Integrated Wealth Concepts LLC ($2.71M), and Leavell Investment Management Inc. ($2.41M).Learn more on IBTG's institutional investors.
Which institutional investors have been buying iShares iBonds Dec 2026 Term Treasury ETF stock?: Of the 32 institutional investors that purchased iShares iBonds Dec 2026 Term Treasury ETF 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 ($1.12M), Capital Investment Advisors LLC ($215.11K), Janney Montgomery Scott LLC ($185.89K), Cambridge Investment Research Advisors Inc. ($114.22K), Leavell Investment Management Inc. ($106.40K), and Strategic Blueprint LLC ($101.92K).
How much institutional buying is happening at iShares iBonds Dec 2026 Term Treasury ETF?: Institutional investors have bought a total of 4,074,694 shares in the last 24 months. This purchase volume represents approximately $110.82M in transactions.

Which iShares iBonds Dec 2026 Term Treasury ETF major shareholders have been selling company stock?: The following institutional investors have sold iShares iBonds Dec 2026 Term Treasury ETF stock in the last 24 months: Cambridge Investment Research Advisors Inc. ($30.32K), Confluence Investment Management LLC ($17.78K), Cary Street Partners Investment Advisory LLC ($11.88K), Horizons Wealth Management ($7.17K), and AdvisorNet Financial Inc ($2.41K).
How much institutional selling is happening at iShares iBonds Dec 2026 Term Treasury ETF?: Institutional investors have sold a total of 69,571 shares in the last 24 months. This volume of shares sold represents approximately $1.57M in transactions.