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

iShares iBonds Dec 2028 Term Treasury ETF logo
$21.90 0.00 (0.00%)
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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)
36
Total
Institutional Inflows
(last 12 months)
$46.02M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$23.06M
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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
6/3/2026Parallel Advisors LLC142,903$3.18M0.1%+2.4%0.190%
5/18/2026Reliant Wealth Planning92,278$2.06M0.6%+0.7%0.123%
5/14/2026FCA Corp TX224,296$5.00M1.4%+2.1%0.298%
5/7/2026Basepoint Wealth LLC22,875$510K0.3%N/A0.030%
5/7/2026Parallel Advisors LLC142,903$3.18M0.1%+2.4%0.190%
5/5/2026Midwest Professional Planners LTD.118,833$2.65M0.6%+45.1%0.158%
4/28/2026Collaborative Fund Advisors LLC143,997$3.21M2.0%N/A0.192%
4/28/2026Ascentis Independent Advisors1,500$33K0.0%N/A0.002%
4/23/2026Pinnacle Bancorp Inc.16,163$360K0.1%+4.3%0.022%
4/22/2026Janney Montgomery Scott LLC287,213$6.40M0.0%+19.5%0.386%
4/22/2026Towne Trust Company N.A12,400$276K0.1%+9.7%0.017%
4/20/2026Oak Family Advisors LLC274,078$6.11M1.7%N/A0.368%
4/16/2026 Montecito Bank & Trust59,372$1.32M0.2%-2.6%0.080%
2/18/2026NewEdge Advisors LLC335,732$7.51M0.0%+3.8%0.493%
2/17/2026Advisory Services Network LLC12,023$269K0.0%N/A0.018%
2/17/2026Captrust Financial Advisors104,509$2.34M0.0%+99.3%0.153%
2/17/2026Gould Asset Management LLC CA94,005$2.10M0.4%N/A0.138%
2/16/2026RFP Financial Group LLC11,663$261K0.1%-51.5%0.017%
2/13/2026Integrated Wealth Concepts LLC588,449$13.16M0.2%+34.4%0.863%
2/13/2026Boston Family Office LLC251,654$5.63M0.4%+17.5%0.369%
2/12/2026Reliant Wealth Planning91,608$2.05M0.6%+0.7%0.134%
2/12/2026Titleist Asset Management LLC300,987$6.73M0.5%+0.8%0.442%
2/11/2026Janney Montgomery Scott LLC240,445$5.38M0.0%+12.6%0.353%
2/11/2026FCA Corp TX219,760$4.92M1.4%+5.3%0.322%
2/11/2026Parallel Advisors LLC139,512$3.12M0.1%+3.9%0.205%
2/10/2026Portland Global Advisors LLC141,011$3.15M0.3%N/A0.207%
2/10/2026Thoroughbred Financial Services LLC158,622$3.55M0.2%-2.0%0.233%
2/9/2026Cary Street Partners Financial LLC38,834$869K0.0%-5.8%0.057%
2/5/2026High Note Wealth LLC12,061$270K0.1%+820.0%0.018%
1/30/2026Kohmann Bosshard Financial Services LLC2,150$48K0.0%N/A0.003%
1/30/2026Opus Capital Group LLC15,830$354K0.0%+9.2%0.024%
1/26/2026Towne Trust Company N.A11,300$253K0.1%+101.8%0.017%
1/23/2026Transcend Capital Advisors LLC115,550$2.58M0.2%-2.5%0.173%
1/21/2026Prime Capital Investment Advisors LLC15,971$357K0.0%+26.8%0.024%
1/21/2026Crews Bank & Trust15,100$338K0.0%-8.3%0.023%
1/20/2026Blue Square Asset Management LLC11,173$250K0.1%N/A0.017%
1/15/2026Rebalance LLC264,893$5.92M0.3%+47.9%0.400%
1/9/2026 Montecito Bank & Trust60,966$1.36M0.2%+5.9%0.097%
1/8/2026Old Port Advisors13,501$302K0.1%N/A0.021%
1/5/2026Horizons Wealth Management50,686$1.13M0.7%+1,421.6%0.080%
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12/2/2025IFP Advisors Inc176,653$3.95M0.1%-22.3%0.327%
11/17/2025NewEdge Advisors LLC323,363$7.24M0.0%-74.5%0.599%
11/17/2025United Capital Financial Advisors LLC797,841$17.86M0.1%+63.9%1.477%
11/17/2025Integrated Wealth Concepts LLC437,722$9.80M0.1%+28.7%0.811%
11/17/2025Hughes Financial Services LLC99,147$2.22M0.4%+4.4%0.184%
11/17/2025Ameriprise Financial Inc.371,121$8.29M0.0%+70.7%0.687%
11/13/2025Parallel Advisors LLC134,327$3.01M0.1%+9.3%0.249%
11/12/2025RFP Financial Group LLC24,027$538K0.2%-19.0%0.044%
11/10/2025Cary Street Partners Financial LLC41,243$923K0.0%-1.6%0.076%
11/10/2025Thoroughbred Financial Services LLC161,909$3.62M0.2%+22.7%0.300%
11/10/2025Heartland Bank & Trust Co19,209$430K0.2%+7.7%0.036%
11/5/2025Prime Capital Investment Advisors LLC12,599$282K0.0%+13.5%0.023%
11/5/2025Titleist Asset Management LLC298,705$6.69M0.6%+2.1%0.553%
11/4/2025Transcend Capital Advisors LLC118,550$2.65M0.2%-4.0%0.220%
11/4/2025High Note Wealth LLC1,311$29K0.0%N/A0.002%
10/31/2025Bank of Jackson Hole Trust2,773$62K0.0%-16.3%0.005%
10/31/2025Opus Capital Group LLC14,500$325K0.0%N/A0.027%
10/28/2025Leavell Investment Management Inc.102,097$2.29M0.1%+17.2%0.190%
10/23/2025Strategic Blueprint LLC236,232$5.29M0.2%+90.7%0.451%
10/22/2025Crews Bank & Trust16,475$369K0.1%+11.9%0.031%
10/16/2025Rebalance LLC179,134$4.01M0.2%+18.0%0.351%
10/8/2025OLD 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%
10/3/2025Horizons Wealth Management3,331$75K0.1%+115.0%0.007%
8/15/2025Hara Capital LLC4,925$110K0.1%-31.1%0.010%
8/15/2025Ameriprise Financial Inc.217,421$4.86M0.0%-5.9%0.450%
8/14/2025Cary Street Partners Financial LLC41,917$937K0.0%+3.1%0.087%
8/13/2025RFP Financial Group LLC29,674$664K0.3%+11.1%0.061%
8/13/2025Baird Financial Group Inc.124,018$2.77M0.0%+86.8%0.257%
8/13/2025Boston Family Office LLC180,163$4.03M0.3%+36.0%0.373%
8/12/2025Titleist Asset Management LLC292,439$6.54M0.6%+14.5%0.605%
8/7/2025Hughes Financial Services LLC94,995$2.12M0.4%+3.9%0.197%
8/1/2025Transcend Capital Advisors LLC123,550$2.76M0.2%-43.6%0.256%
7/31/2025Leavell Investment Management Inc.87,123$1.95M0.1%+37.5%0.181%
7/30/2025Strategic Blueprint LLC123,858$2.77M0.1%+120.0%0.257%
7/29/2025Private Trust Co. NA1,162$26K0.0%-81.3%0.002%
7/23/2025Prime Capital Investment Advisors LLC11,105$248K0.0%N/A0.023%
7/21/2025Exchange Capital Management Inc.11,179$250K0.0%N/A0.023%
7/21/2025Crews Bank & Trust14,725$329K0.1%+3.2%0.031%
7/17/2025Janney Montgomery Scott LLC187,490$4.19M0.0%+27.6%0.390%
7/16/2025Rebalance LLC151,843$3.40M0.2%+163.0%0.317%
7/9/2025Lbmc Investment Advisors LLC16,480$368K0.0%+56.2%0.035%
7/8/2025Parallel Advisors LLC122,891$2.75M0.1%+12.3%0.257%
7/8/2025Lowe Wealth Advisors LLC4,218$94K0.0%-21.1%0.009%
7/7/2025Horizons 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%
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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%
5/8/2025Bank 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%


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 55 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 ($212.65K).

Institutional investors have bought a total of 2,059,183 shares in the last 24 months. This purchase volume represents approximately $46.02M in transactions.

Of the 9 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), IFP Advisors Inc ($50.67K), RFP Financial Group LLC ($18.01K), Transcend Capital Advisors LLC ($8K), Thoroughbred Financial Services LLC ($3.29K), Cary Street Partners Financial LLC ($3.08K), and Montecito Bank & Trust ($1.59K).

Institutional investors have sold a total of 1,029,877 shares in the last 24 months. This volume of shares sold represents approximately $23.06M in transactions.


Related Companies

Institutional ownership data for NASDAQ:IBTI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 6/3/2026. New 13F filings are added each quarter as they're published.
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