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iShares iBonds Dec 2027 Term Treasury ETF (IBTH) Institutional Ownership

iShares iBonds Dec 2027 Term Treasury ETF logo
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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2027 Term Treasury ETF (NASDAQ:IBTH)

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$52.81M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$33.02M
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IBTH Institutional Buying and Selling by Quarter

iShares iBonds Dec 2027 Term Treasury ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2025Confluence Investment Management LLC467,115$10.51M0.1%-0.7%0.698%
7/1/2025Harbor Investment Advisory LLC3,555$80K0.0%+99.9%0.005%
5/16/2025NewEdge Advisors LLC1,297,469$29.09M0.2%-12.5%1.938%
5/16/2025Integrated Wealth Concepts LLC909,949$20.40M0.2%-0.6%1.359%
5/15/2025Titleist Asset Management LLC339,809$7.62M0.9%N/A0.508%
5/15/2025Baird Financial Group Inc.118,792$2.66M0.0%+6.2%0.177%
5/14/2025Flow Traders U.S. LLC144,647$3.24M0.1%N/A0.216%
5/13/2025Boston Family Office LLC194,215$4.35M0.3%+7.7%0.290%
5/12/2025Scissortail Wealth Management LLC57,237$1.28M0.3%N/A0.085%
5/9/2025Atlantic Private Wealth LLC57,634$1.29M1.0%+38.5%0.086%
5/9/2025Cary Street Partners Financial LLC35,470$795K0.0%-2.3%0.053%
5/8/2025Bank of Jackson Hole Trust3,282$74K0.0%+73.3%0.005%
5/7/2025Portland Global Advisors LLC106,655$2.39M0.3%+10.6%0.159%
5/7/2025GLOBALT Investments LLC GA2,946,255$66.06M2.7%-2.0%4.401%
5/6/2025Old Port Advisors294,032$6.59M2.0%+4.0%0.439%
5/6/2025AllSquare Wealth Management LLC31,726$711K0.4%+3.5%0.047%
5/1/2025Hughes Financial Services LLC93,513$2.09M0.4%+5.0%0.140%
4/30/2025Leavell Investment Management Inc.115,514$2.59M0.1%+5.8%0.173%
4/29/2025Strategic Blueprint LLC174,800$3.92M0.2%+44.0%0.264%
4/23/2025Pinnacle Bancorp Inc.27,197$610K0.2%+42.3%0.041%
4/22/2025Cambridge Investment Research Advisors Inc.99,915$2.24M0.0%+18.8%0.151%
4/22/2025Crews Bank & Trust16,825$377K0.1%-4.5%0.025%
4/22/2025RFP Financial Group LLC26,347$591K0.2%N/A0.040%
4/21/2025PSI Advisors LLC14,040$315K0.1%+412.4%0.021%
4/17/2025Montecito Bank & Trust50,104$1.12M0.2%+4.2%0.075%
4/17/2025Janney Montgomery Scott LLC235,276$5.28M0.0%+36.9%0.351%
4/17/2025Rebalance LLC71,140$1.60M0.1%N/A0.106%
4/10/2025Horizons Wealth Management40,248$902K0.7%+2.6%0.060%
4/9/2025Harbor Investment Advisory LLC1,778$40K0.0%N/A0.003%
4/8/2025Parallel Advisors LLC108,114$2.42M0.1%+6,524.6%0.161%
4/8/2025Lowe Wealth Advisors LLC1,300$29K0.0%N/A0.002%
4/1/2025Confluence Investment Management LLC470,464$10.55M0.2%-66.8%0.783%
3/14/2025Hara Capital LLC27,561$612K0.4%+137.1%0.046%
2/18/2025Novem Group13,853$307K0.0%N/A0.023%
2/17/2025Captrust Financial Advisors160,866$3.57M0.0%+114.0%0.268%
2/17/2025Cary Street Partners Financial LLC36,318$806K0.0%N/A0.060%
2/17/2025Baird Financial Group Inc.111,854$2.48M0.0%+60.4%0.186%
2/17/2025Ameriprise Financial Inc.149,847$3.33M0.0%+15.8%0.249%
2/14/2025Kovitz Investment Group Partners LLC22,748$505K0.0%-51.3%0.038%
2/14/2025Integrated Wealth Concepts LLC915,265$20.32M0.2%+12.7%1.523%
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2/13/2025United Capital Financial Advisors LLC78,541$1.74M0.0%+93.1%0.131%
2/12/2025Boston Family Office LLC180,267$4.00M0.3%+78.8%0.300%
2/12/2025Portland Global Advisors LLC96,425$2.14M0.3%N/A0.160%
2/11/2025AllSquare Wealth Management LLC30,651$680K0.4%+9.9%0.051%
2/11/2025OLD Point Trust & Financial Services N A7,300$162K0.1%+145.0%0.012%
2/11/2025Atlantic Private Wealth LLC41,615$924K0.7%-2.7%0.069%
2/10/2025GLOBALT Investments LLC GA3,006,910$66.74M2.6%-1.6%5.003%
2/10/2025Eldridge Investment Advisors Inc.11,479$255K0.1%N/A0.019%
2/10/2025Hills Bank & Trust Co9,900$220K0.0%+8.6%0.016%
2/10/2025Hughes Financial Services LLC89,056$1.98M0.4%N/A0.148%
2/5/2025Kohmann Bosshard Financial Services LLC2,121$47K0.0%N/A0.004%
1/31/2025Bank of Jackson Hole Trust1,894$42K0.0%N/A0.003%
1/29/2025Leavell Investment Management Inc.109,151$2.42M0.1%+18.5%0.184%
1/28/2025Barrett & Company Inc.29,013$644K0.3%+33.0%0.049%
1/24/2025Costello Asset Management INC13,914$309K0.2%+110.1%0.024%
1/23/2025Crews Bank & Trust17,625$391K0.1%N/A0.030%
1/23/2025Strategic Blueprint LLC121,400$2.70M0.2%+18.4%0.205%
1/22/2025Heartland Bank & Trust Co17,655$392K0.2%+49.1%0.030%
1/21/2025Montecito Bank & Trust48,104$1.07M0.2%-18.0%0.081%
1/17/2025Janney Montgomery Scott LLC171,891$3.82M0.0%+8.6%0.295%
1/14/2025Pinnacle Bancorp Inc.19,110$424K0.1%+7.6%0.033%
1/13/2025PSI Advisors LLC2,740$61K0.0%N/A0.005%
1/7/2025Horizons Wealth Management39,212$870K0.7%+293.1%0.068%
1/2/2025Confluence Investment Management LLC1,417,941$31.47M0.4%+4.6%3.007%
11/21/2024SkyView Investment Advisors LLC50,000$1.12M0.2%-9.1%0.106%
11/15/2024Kovitz Investment Group Partners LLC46,756$1.06M0.0%N/A0.099%
11/15/2024Integrated Wealth Concepts LLC811,921$18.38M0.2%+59.7%1.722%
11/14/2024Captrust Financial Advisors75,162$1.70M0.0%-2.8%0.159%
11/13/2024Boston Family Office LLC100,844$2.28M0.2%+38.3%0.214%
11/7/2024GLOBALT Investments LLC GA3,054,786$69.15M2.6%-4.0%6.479%
11/1/2024Leavell Investment Management Inc.92,108$2.09M0.1%+90.2%0.196%
10/31/2024Confluence Investment Management LLC1,355,971$30.69M0.4%-2.1%2.891%
10/30/2024Cary Street Partners Asset Management LLC13,029$295K0.0%N/A0.028%
10/29/2024Janney Montgomery Scott LLC158,284$3.58M0.0%+1.2%0.338%
10/25/2024Strategic Blueprint LLC102,571$2.32M0.1%+89.3%0.220%
10/22/2024Heartland Bank & Trust Co11,842$268K0.1%N/A0.025%
10/22/2024Eastern Bank1,152$26K0.0%N/A0.002%
10/9/2024Pinnacle Bancorp Inc.17,760$402K0.1%+78.6%0.039%
8/16/2024SkyView Investment Advisors LLC55,000$1.21M0.2%-26.7%0.130%
8/2/2024Mascoma Wealth Management LLC11,484$254K0.1%+4.1%0.027%
7/27/2024Strategic Blueprint LLC54,172$1.20M0.1%+124.0%0.130%
7/26/2024Cambridge Investment Research Advisors Inc.72,743$1.61M0.0%+4.2%0.175%
7/25/2024Hills Bank & Trust Co9,116$201K0.0%+15.1%0.022%
7/22/2024Horizons Wealth Management9,466$210K0.2%+270.1%0.023%
7/17/2024Montecito Bank & Trust58,639$1.29M0.3%+16.1%0.146%
7/2/2024Transcend Capital Advisors LLC40,050$884K0.1%N/A0.111%
7/1/2024Confluence Investment Management LLC1,384,733$30.57M0.4%-0.2%3.841%
5/17/2024SkyView Investment Advisors LLC75,000$1.66M0.3%N/A0.208%
5/14/2024InterOcean Capital Group LLC271,862$6.02M0.1%+13.6%0.754%
5/1/2024Janney Montgomery Scott LLC152,584$3.38M0.0%+13.8%0.423%
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4/25/2024Cambridge Investment Research Advisors Inc.69,795$1.55M0.0%+6.4%0.196%
4/24/2024Leavell Investment Management Inc.29,830$661K0.0%+24.6%0.084%
4/23/2024WASHINGTON TRUST Co17,980$398K0.0%N/A0.050%
4/23/2024Strategic Blueprint LLC24,184$536K0.0%+72.1%0.068%
4/16/2024Pinnacle Bancorp Inc.9,946$220K0.1%N/A0.028%
4/1/2024Confluence Investment Management LLC1,386,858$30.73M0.4%N/A4.459%
2/20/2024GLOBALT Investments LLC GA3,291,583$73.70M3.1%N/A10.584%
2/9/2024Atlantic Private Wealth LLC42,709$956K0.9%N/A0.137%
2/9/2024Cambridge Investment Research Advisors Inc.65,573$1.47M0.0%+8.8%0.211%
2/9/2024InterOcean Capital Group LLC239,318$5.36M0.1%N/A0.770%
(Data available from 1/1/2016 forward)

IBTH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBTH shares?

During the previous two years, 53 institutional investors and hedge funds held shares of iShares iBonds Dec 2027 Term Treasury ETF. The most heavily invested institutionals were GLOBALT Investments LLC GA ($66.06M), NewEdge Advisors LLC ($29.09M), Integrated Wealth Concepts LLC ($20.40M), Confluence Investment Management LLC ($10.51M), Titleist Asset Management LLC ($7.62M), Old Port Advisors ($6.59M), and InterOcean Capital Group LLC ($6.02M).Learn more on iShares iBonds Dec 2027 Term Treasury ETF's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2027 Term Treasury ETF's stock?

Of the 52 institutional investors that purchased iShares iBonds Dec 2027 Term Treasury ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GLOBALT Investments LLC GA ($3.29M), Confluence Investment Management LLC ($1.45M), Integrated Wealth Concepts LLC ($406.71K), Titleist Asset Management LLC ($339.81K), InterOcean Capital Group LLC ($271.86K), Janney Montgomery Scott LLC ($231.43K), and Strategic Blueprint LLC ($174.80K).

How much institutional buying is happening at iShares iBonds Dec 2027 Term Treasury ETF?

Institutional investors have bought a total of 2,359,239 shares in the last 24 months. This purchase volume represents approximately $52.81M in transactions.

Which of iShares iBonds Dec 2027 Term Treasury ETF's major shareholders have been selling company stock?

Of the 11 institutional investors that sold iShares iBonds Dec 2027 Term Treasury ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Confluence Investment Management LLC ($979.59K), GLOBALT Investments LLC GA ($237.17K), NewEdge Advisors LLC ($185.72K), SkyView Investment Advisors LLC ($25K), Kovitz Investment Group Partners LLC ($24.01K), Montecito Bank & Trust ($10.54K), and Integrated Wealth Concepts LLC ($5.32K).

How much institutional selling is happening at iShares iBonds Dec 2027 Term Treasury ETF?

Institutional investors have sold a total of 1,472,278 shares in the last 24 months. This volume of shares sold represents approximately $33.02M in transactions.


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This page (NASDAQ:IBTH) was last updated on 7/2/2025 by MarketBeat.com Staff
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