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iShares iBonds Dec 2028 Term Treasury ETF (IBTI) Institutional Ownership

iShares iBonds Dec 2028 Term Treasury ETF logo
$22.31 +0.03 (+0.13%)
Closing price 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2028 Term Treasury ETF (NASDAQ:IBTI)

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$40.70M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$14.41M
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IBTI Institutional Buying and Selling by Quarter

iShares iBonds Dec 2028 Term Treasury ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2025Titleist Asset Management LLC292,439$6.54M0.6%+14.5%0.605%
8/7/2025 Hughes Financial Services LLC94,995$2.12M0.4%+3.9%0.197%
8/1/2025 Transcend Capital Advisors LLC123,550$2.76M0.2%-43.6%0.256%
7/31/2025 Leavell Investment Management Inc.87,123$1.95M0.1%+37.5%0.181%
7/30/2025 Strategic Blueprint LLC123,858$2.77M0.1%+120.0%0.257%
7/29/2025 Private Trust Co. NA1,162$26K0.0%-81.3%0.002%
7/23/2025 Prime Capital Investment Advisors LLC11,105$248K0.0%N/A0.023%
7/21/2025 Exchange Capital Management Inc.11,179$250K0.0%N/A0.023%
7/21/2025 Crews Bank & Trust14,725$329K0.1%+3.2%0.031%
7/17/2025 Janney Montgomery Scott LLC187,490$4.19M0.0%+27.6%0.390%
7/16/2025 Rebalance LLC151,843$3.40M0.2%+163.0%0.317%
7/9/2025 Lbmc Investment Advisors LLC16,480$368K0.0%+56.2%0.035%
7/8/2025 Parallel Advisors LLC122,891$2.75M0.1%+12.3%0.257%
7/8/2025 Lowe Wealth Advisors LLC4,218$94K0.0%-21.1%0.009%
7/7/2025 Horizons Wealth Management1,549$35K0.0%+47.0%0.003%
7/1/2025 Confluence Investment Management LLC436,479$9.76M0.1%-0.5%0.979%
5/16/2025NewEdge Advisors LLC1,495,732$33.28M0.2%-4.9%3.354%
5/16/2025Integrated Wealth Concepts LLC225,675$5.02M0.1%+96.4%0.506%
5/15/2025Titleist Asset Management LLC255,389$5.68M0.7%N/A0.573%
5/15/2025Baird Financial Group Inc.66,390$1.48M0.0%+5.5%0.149%
5/13/2025Boston Family Office LLC132,495$2.95M0.2%+48.6%0.297%
5/13/2025FCA Corp TX198,253$4.41M1.4%+0.5%0.445%
5/12/2025Scissortail Wealth Management LLC412,458$9.18M2.4%+24.1%0.925%
5/9/2025Cary Street Partners Financial LLC40,656$905K0.0%+7.4%0.091%
5/8/2025 Bank of Jackson Hole Trust3,314$74K0.0%+73.2%0.007%
5/6/2025AllSquare Wealth Management LLC3,073$68K0.0%+36.3%0.007%
5/1/2025 Hughes Financial Services LLC91,410$2.03M0.4%N/A0.205%
4/30/2025 Leavell Investment Management Inc.63,374$1.41M0.1%+11.1%0.142%
4/29/2025 Strategic Blueprint LLC56,306$1.25M0.1%+39.9%0.127%
4/28/2025 Private Trust Co. NA6,225$139K0.0%-38.0%0.014%
4/24/2025 Mascoma Wealth Management LLC1,985$44K0.0%N/A0.004%
4/24/2025 Transcend Capital Advisors LLC219,177$4.88M0.3%-4.0%0.495%
4/23/2025 Pinnacle Bancorp Inc.15,492$345K0.1%+9.7%0.035%
4/22/2025 Cambridge Investment Research Advisors Inc.38,377$854K0.0%+4.1%0.087%
4/22/2025 Crews Bank & Trust14,275$318K0.1%+8.1%0.032%
4/22/2025RFP Financial Group LLC26,704$594K0.2%N/A0.060%
4/17/2025Montecito Bank & Trust38,664$860K0.2%+180.3%0.088%
4/17/2025 Janney Montgomery Scott LLC146,982$3.27M0.0%+41.2%0.333%
4/17/2025 Rebalance LLC57,745$1.29M0.1%N/A0.131%
4/8/2025 Parallel Advisors LLC109,425$2.44M0.1%+6,572.3%0.247%
When the levee breaks (Ad)

The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was projected. According to Porter Stansberry, this is panic-level borrowing… and a clear sign we’re nearing America’s financial breaking point. In his latest emergency briefing, Porter outlines why the cracks in our system are widening fast—and how Trump’s policies may be accelerating the collapse. More importantly, he reveals three moves you can make now to protect and potentially grow your wealth before the levee breaks.

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4/8/2025 Lowe Wealth Advisors LLC5,345$119K0.1%N/A0.012%
4/1/2025 Confluence Investment Management LLC438,690$9.76M0.1%-28.1%1.101%
3/14/2025Hara Capital LLC14,300$313K0.2%-25.5%0.036%
2/17/2025Captrust Financial Advisors51,163$1.12M0.0%+168.3%0.128%
2/17/2025Cary Street Partners Financial LLC37,869$829K0.0%N/A0.095%
2/17/2025Baird Financial Group Inc.62,908$1.38M0.0%+157.2%0.158%
2/17/2025Ameriprise Financial Inc.195,858$4.29M0.0%-20.1%0.491%
2/14/2025Integrated Wealth Concepts LLC114,901$2.52M0.0%+57.1%0.288%
2/13/2025 United Capital Financial Advisors LLC65,373$1.43M0.0%+91.6%0.164%
2/12/2025Boston Family Office LLC89,192$1.95M0.1%+18.0%0.224%
2/11/2025FCA Corp TX197,307$4.32M1.3%+2.6%0.495%
2/11/2025AllSquare Wealth Management LLC2,255$49K0.0%+69.5%0.006%
2/11/2025 OLD Point Trust & Financial Services N A1,150$25K0.0%N/A0.003%
2/5/2025Kohmann Bosshard Financial Services LLC2,150$47K0.0%N/A0.005%
2/5/2025 Private Trust Co. NA10,039$220K0.0%+77.6%0.025%
2/4/2025 Bank of New York Mellon Corp13,117$287K0.0%+11.2%0.033%
2/3/2025 Transcend Capital Advisors LLC228,248$5.00M0.4%-15.2%0.557%
1/31/2025 Bank of Jackson Hole Trust1,913$42K0.0%N/A0.005%
1/29/2025 Leavell Investment Management Inc.57,046$1.25M0.1%+46.2%0.141%
1/28/2025 Barrett & Company Inc.14,865$326K0.1%+53.9%0.037%
1/23/2025 Crews Bank & Trust13,205$289K0.0%N/A0.033%
1/23/2025 OLD Second National Bank of Aurora1,825$40K0.0%N/A0.005%
1/23/2025 Strategic Blueprint LLC40,252$882K0.1%+1.9%0.100%
1/22/2025 Heartland Bank & Trust Co17,835$391K0.2%+49.1%0.044%
1/21/2025Montecito Bank & Trust13,794$302K0.1%N/A0.034%
1/17/2025 Janney Montgomery Scott LLC104,117$2.28M0.0%+11.2%0.262%
1/16/2025 Lbmc Investment Advisors LLC10,524$231K0.0%N/A0.026%
1/14/2025 Pinnacle Bancorp Inc.14,127$309K0.1%+41.3%0.036%
1/13/2025PSI Advisors LLC1,900$42K0.0%N/A0.005%
1/2/2025 Confluence Investment Management LLC610,084$13.36M0.2%-10.6%1.907%
11/15/2024Integrated Wealth Concepts LLC73,145$1.65M0.0%+45.4%0.229%
11/14/2024Flow Traders U.S. LLC34,804$783K0.0%-68.7%0.109%
11/14/2024Captrust Financial Advisors19,066$429K0.0%-26.4%0.060%
11/13/2024Boston Family Office LLC75,559$1.70M0.1%+11.5%0.236%
11/1/2024 Leavell Investment Management Inc.39,018$878K0.0%+94.1%0.122%
10/31/2024 Confluence Investment Management LLC682,066$15.35M0.2%+52.8%2.138%
10/30/2024Cary Street Partners Asset Management LLC13,055$294K0.0%N/A0.041%
10/29/2024 Janney Montgomery Scott LLC93,590$2.11M0.0%+1.7%0.300%
10/29/2024 Farther Finance Advisors LLC2,220$50K0.0%-93.1%0.007%
10/25/2024 Strategic Blueprint LLC39,507$889K0.1%+67.6%0.126%
10/22/2024 Heartland Bank & Trust Co11,964$269K0.1%N/A0.038%
10/9/2024 Pinnacle Bancorp Inc.10,000$225K0.1%N/A0.032%
8/16/2024NewEdge Advisors LLC206,154$4.50M0.0%-1.4%0.762%
7/31/2024 Farther Finance Advisors LLC32,403$703K0.0%-10.2%0.121%
7/27/2024 Strategic Blueprint LLC23,578$515K0.0%+17.2%0.088%
7/2/2024 Transcend Capital Advisors LLC279,598$6.10M0.4%+47.2%1.294%
7/1/2024 Confluence Investment Management LLC446,424$9.75M0.1%-0.5%2.067%
5/14/2024InterOcean Capital Group LLC1,009,848$22.15M0.5%+123.7%4.675%
5/9/2024 JDM Financial Group LLC21,006$461K0.3%+12.4%0.096%
5/3/2024 United Community Bank6,530$143K0.1%N/A0.031%
When the levee breaks (Ad)

The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was projected. According to Porter Stansberry, this is panic-level borrowing… and a clear sign we’re nearing America’s financial breaking point. In his latest emergency briefing, Porter outlines why the cracks in our system are widening fast—and how Trump’s policies may be accelerating the collapse. More importantly, he reveals three moves you can make now to protect and potentially grow your wealth before the levee breaks.

Click here to watch the urgent broadcast and get ahead of what’s coming.
5/1/2024 Janney Montgomery Scott LLC80,222$1.76M0.0%+68.9%0.375%
4/23/2024 WASHINGTON TRUST Co10,140$222K0.0%N/A0.048%
4/23/2024 Strategic Blueprint LLC20,120$441K0.0%N/A0.095%
4/1/2024 Confluence Investment Management LLC448,617$9.84M0.1%N/A2.513%
2/9/2024InterOcean Capital Group LLC451,480$10.03M0.3%N/A2.529%
2/8/2024 Janney Montgomery Scott LLC47,493$1.06M0.0%+34.7%0.266%
2/7/2024 Bogart Wealth LLC3,420$76K0.0%N/A0.019%
2/5/2024 Transcend Capital Advisors LLC139,725$3.10M0.3%N/A0.783%
2/2/2024 Community Bank N.A.2,776$62K0.0%-84.0%0.016%
1/30/2024Scissortail Wealth Management LLC286,593$6.36M2.0%N/A1.633%
(Data available from 1/1/2016 forward)

IBTI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBTI shares?

During the previous two years, 52 institutional investors and hedge funds held shares of iShares iBonds Dec 2028 Term Treasury ETF. The most heavily invested institutionals were NewEdge Advisors LLC ($33.28M), InterOcean Capital Group LLC ($22.15M), Confluence Investment Management LLC ($9.76M), Scissortail Wealth Management LLC ($9.18M), Titleist Asset Management LLC ($6.54M), Integrated Wealth Concepts LLC ($5.02M), and FCA Corp TX ($4.41M).Learn more on iShares iBonds Dec 2028 Term Treasury ETF's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2028 Term Treasury ETF's stock?

Of the 46 institutional investors that purchased iShares iBonds Dec 2028 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 ($1.01M), Confluence Investment Management LLC ($684.26K), Scissortail Wealth Management LLC ($366.57K), Titleist Asset Management LLC ($292.44K), Transcend Capital Advisors LLC ($229.40K), Janney Montgomery Scott LLC ($175.73K), and Integrated Wealth Concepts LLC ($175.39K).

How much institutional buying is happening at iShares iBonds Dec 2028 Term Treasury ETF?

Institutional investors have bought a total of 1,828,514 shares in the last 24 months. This purchase volume represents approximately $40.70M in transactions.

Which of iShares iBonds Dec 2028 Term Treasury ETF's major shareholders have been selling company stock?

Of the 10 institutional investors that sold iShares iBonds Dec 2028 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 ($245.59K), Transcend Capital Advisors LLC ($145.55K), NewEdge Advisors LLC ($79.77K), Flow Traders U.S. LLC ($76.38K), Ameriprise Financial Inc. ($49.15K), Farther Finance Advisors LLC ($30.18K), and Private Trust Co. NA ($8.88K).

How much institutional selling is happening at iShares iBonds Dec 2028 Term Treasury ETF?

Institutional investors have sold a total of 648,360 shares in the last 24 months. This volume of shares sold represents approximately $14.41M in transactions.


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This page (NASDAQ:IBTI) was last updated on 8/12/2025 by MarketBeat.com Staff
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