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

iShares iBonds Dec 2028 Term Treasury ETF logo
$22.13 0.00 (0.00%)
As of 05/22/2026 03:59 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2028 Term Treasury ETF (NASDAQ:IBTI)

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$56.72M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$25.74M
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Skip Chart & View Institutional Buying and Selling Data

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
5/18/2026 Reliant Wealth Planning92,278$2.06M0.6%+0.7%0.123%
5/14/2026 FCA Corp TX224,296$5.00M1.4%+2.1%0.298%
5/7/2026 Basepoint Wealth LLC22,875$510K0.3%N/A0.030%
5/7/2026 Parallel Advisors LLC142,903$3.18M0.1%+2.4%0.190%
5/5/2026 Midwest Professional Planners LTD.118,833$2.65M0.6%+45.1%0.158%
4/28/2026 Collaborative Fund Advisors LLC143,997$3.21M2.0%N/A0.192%
4/28/2026 Ascentis Independent Advisors1,500$33K0.0%N/A0.002%
4/23/2026 Pinnacle Bancorp Inc.16,163$360K0.1%+4.3%0.022%
4/22/2026 Janney Montgomery Scott LLC287,213$6.40M0.0%+19.5%0.386%
4/22/2026 Towne Trust Company N.A12,400$276K0.1%+9.7%0.017%
4/20/2026 Oak Family Advisors LLC274,078$6.11M1.7%N/A0.368%
4/16/2026 Montecito Bank & Trust59,372$1.32M0.2%-2.6%0.080%
2/18/2026 NewEdge Advisors LLC335,732$7.51M0.0%+3.8%0.493%
2/17/2026 Advisory Services Network LLC12,023$269K0.0%N/A0.018%
2/17/2026 Captrust Financial Advisors104,509$2.34M0.0%+99.3%0.153%
2/17/2026 Gould Asset Management LLC CA94,005$2.10M0.4%N/A0.138%
2/16/2026 RFP Financial Group LLC11,663$261K0.1%-51.5%0.017%
2/13/2026 Integrated Wealth Concepts LLC588,449$13.16M0.2%+34.4%0.863%
2/13/2026 Boston Family Office LLC251,654$5.63M0.4%+17.5%0.369%
2/12/2026 Reliant Wealth Planning91,608$2.05M0.6%+0.7%0.134%
2/12/2026 Titleist Asset Management LLC300,987$6.73M0.5%+0.8%0.442%
2/11/2026 Janney Montgomery Scott LLC240,445$5.38M0.0%+12.6%0.353%
2/11/2026 FCA Corp TX219,760$4.92M1.4%+5.3%0.322%
2/11/2026 Parallel Advisors LLC139,512$3.12M0.1%+3.9%0.205%
2/10/2026 Portland Global Advisors LLC141,011$3.15M0.3%N/A0.207%
2/10/2026 Thoroughbred Financial Services LLC158,622$3.55M0.2%-2.0%0.233%
2/9/2026 Cary Street Partners Financial LLC38,834$869K0.0%-5.8%0.057%
2/5/2026 High Note Wealth LLC12,061$270K0.1%+820.0%0.018%
1/30/2026 Kohmann Bosshard Financial Services LLC2,150$48K0.0%N/A0.003%
1/30/2026 Opus Capital Group LLC15,830$354K0.0%+9.2%0.024%
1/26/2026 Towne Trust Company N.A11,300$253K0.1%+101.8%0.017%
1/23/2026 Transcend Capital Advisors LLC115,550$2.58M0.2%-2.5%0.173%
1/21/2026 Prime Capital Investment Advisors LLC15,971$357K0.0%+26.8%0.024%
1/21/2026 Crews Bank & Trust15,100$338K0.0%-8.3%0.023%
1/20/2026 Blue Square Asset Management LLC11,173$250K0.1%N/A0.017%
1/15/2026 Rebalance LLC264,893$5.92M0.3%+47.9%0.400%
1/9/2026 Montecito Bank & Trust60,966$1.36M0.2%+5.9%0.097%
1/8/2026 Old Port Advisors13,501$302K0.1%N/A0.021%
1/5/2026 Horizons Wealth Management50,686$1.13M0.7%+1,421.6%0.080%
12/2/2025 IFP Advisors Inc176,653$3.95M0.1%-22.3%0.327%
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11/17/2025 NewEdge Advisors LLC323,363$7.24M0.0%-74.5%0.599%
11/17/2025 United Capital Financial Advisors LLC797,841$17.86M0.1%+63.9%1.477%
11/17/2025 Integrated Wealth Concepts LLC437,722$9.80M0.1%+28.7%0.811%
11/17/2025 Hughes Financial Services LLC99,147$2.22M0.4%+4.4%0.184%
11/17/2025 Ameriprise Financial Inc.371,121$8.29M0.0%+70.7%0.687%
11/13/2025 Parallel Advisors LLC134,327$3.01M0.1%+9.3%0.249%
11/12/2025 RFP Financial Group LLC24,027$538K0.2%-19.0%0.044%
11/10/2025 Cary Street Partners Financial LLC41,243$923K0.0%-1.6%0.076%
11/10/2025 Thoroughbred Financial Services LLC161,909$3.62M0.2%+22.7%0.300%
11/10/2025 Heartland Bank & Trust Co19,209$430K0.2%+7.7%0.036%
11/5/2025 Prime Capital Investment Advisors LLC12,599$282K0.0%+13.5%0.023%
11/5/2025 Titleist Asset Management LLC298,705$6.69M0.6%+2.1%0.553%
11/4/2025 Transcend Capital Advisors LLC118,550$2.65M0.2%-4.0%0.220%
11/4/2025 High Note Wealth LLC1,311$29K0.0%N/A0.002%
10/31/2025 Bank of Jackson Hole Trust2,773$62K0.0%-16.3%0.005%
10/31/2025 Opus Capital Group LLC14,500$325K0.0%N/A0.027%
10/28/2025 Leavell Investment Management Inc.102,097$2.29M0.1%+17.2%0.190%
10/23/2025 Strategic Blueprint LLC236,232$5.29M0.2%+90.7%0.451%
10/22/2025 Crews Bank & Trust16,475$369K0.1%+11.9%0.031%
10/16/2025 Rebalance LLC179,134$4.01M0.2%+18.0%0.351%
10/8/2025 OLD Point Trust & Financial Services N A5,600$125K0.0%+166.7%0.011%
10/7/2025 Montecito Bank & Trust57,596$1.29M0.2%N/A0.114%
10/3/2025 Horizons Wealth Management3,331$75K0.1%+115.0%0.007%
8/15/2025 Hara Capital LLC4,925$110K0.1%-31.1%0.010%
8/15/2025 Ameriprise Financial Inc.217,421$4.86M0.0%-5.9%0.450%
8/14/2025 Cary Street Partners Financial LLC41,917$937K0.0%+3.1%0.087%
8/13/2025 RFP Financial Group LLC29,674$664K0.3%+11.1%0.061%
8/13/2025 Baird Financial Group Inc.124,018$2.77M0.0%+86.8%0.257%
8/13/2025 Boston Family Office LLC180,163$4.03M0.3%+36.0%0.373%
8/12/2025 Titleist 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%
7/21/2025Exchange 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%
7/8/2025Lowe 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%
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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%
5/8/2025Bank of Jackson Hole Trust3,314$74K0.0%+73.2%0.007%
5/6/2025AllSquare Wealth Management LLC3,073$68K0.0%+36.3%0.007%
5/1/2025Hughes Financial Services LLC91,410$2.03M0.4%N/A0.205%
4/30/2025Leavell Investment Management Inc.63,374$1.41M0.1%+11.1%0.142%
4/29/2025Strategic Blueprint LLC56,306$1.25M0.1%+39.9%0.127%
4/28/2025Private Trust Co. NA6,225$139K0.0%-38.0%0.014%
4/24/2025Mascoma Wealth Management LLC1,985$44K0.0%N/A0.004%


IBTI Institutional Ownership - Frequently Asked Questions

During the previous two years, 60 institutional investors and hedge funds held shares of iShares iBonds Dec 2028 Term Treasury ETF. The most heavily invested institutionals were United Capital Financial Advisors LLC ($17.86M), Integrated Wealth Concepts LLC ($13.16M), Confluence Investment Management LLC ($9.76M), Scissortail Wealth Management LLC ($9.18M), Ameriprise Financial Inc. ($8.29M), NewEdge Advisors LLC ($7.51M), and Titleist Asset Management LLC ($6.73M).Learn more on iShares iBonds Dec 2028 Term Treasury ETF's institutional investors.

Of the 56 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: Integrated Wealth Concepts LLC ($423.68K), United Capital Financial Advisors LLC ($342.22K), Titleist Asset Management LLC ($300.99K), Oak Family Advisors LLC ($274.08K), Rebalance LLC ($264.89K), Confluence Investment Management LLC ($235.64K), and Strategic Blueprint LLC ($216.11K).

Institutional investors have bought a total of 2,537,363 shares in the last 24 months. This purchase volume represents approximately $56.72M in transactions.

Of the 14 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: NewEdge Advisors LLC ($943.32K), Transcend Capital Advisors LLC ($103.63K), IFP Advisors Inc ($50.67K), RFP Financial Group LLC ($18.01K), Ameriprise Financial Inc. ($13.74K), Private Trust Co. NA ($5.06K), and Thoroughbred Financial Services LLC ($3.29K).

Institutional investors have sold a total of 1,149,868 shares in the last 24 months. This volume of shares sold represents approximately $25.74M in transactions.


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This page (NASDAQ:IBTI) was last updated on 5/25/2026 by MarketBeat.com Staff.
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