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

iShares iBonds Dec 2028 Term Treasury ETF logo
$22.25 -0.11 (-0.49%)
Closing price 07/1/2025 04:00 PM Eastern
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$22.25 0.00 (0.00%)
As of 07/1/2025 04:04 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)
36
Total
Institutional Inflows
(last 12 months)
$33.86M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$12.21M
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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
7/1/2025Confluence 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%
5/8/2025Bank 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%
4/24/2025Transcend Capital Advisors LLC219,177$4.88M0.3%-4.0%0.495%
4/23/2025Pinnacle Bancorp Inc.15,492$345K0.1%+9.7%0.035%
4/22/2025Cambridge Investment Research Advisors Inc.38,377$854K0.0%+4.1%0.087%
4/22/2025Crews 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%
4/17/2025Janney Montgomery Scott LLC146,982$3.27M0.0%+41.2%0.333%
4/17/2025Rebalance LLC57,745$1.29M0.1%N/A0.131%
4/8/2025Parallel Advisors LLC109,425$2.44M0.1%+6,572.3%0.247%
4/8/2025Lowe Wealth Advisors LLC5,345$119K0.1%N/A0.012%
4/1/2025Confluence 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%
2/13/2025United 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%
2/11/2025OLD 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%
2/5/2025Private Trust Co. NA10,039$220K0.0%+77.6%0.025%
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2/4/2025Bank of New York Mellon Corp13,117$287K0.0%+11.2%0.033%
2/3/2025Transcend Capital Advisors LLC228,248$5.00M0.4%-15.2%0.557%
1/31/2025Bank of Jackson Hole Trust1,913$42K0.0%N/A0.005%
1/29/2025Leavell Investment Management Inc.57,046$1.25M0.1%+46.2%0.141%
1/28/2025Barrett & Company Inc.14,865$326K0.1%+53.9%0.037%
1/23/2025Crews Bank & Trust13,205$289K0.0%N/A0.033%
1/23/2025OLD Second National Bank of Aurora1,825$40K0.0%N/A0.005%
1/23/2025Strategic Blueprint LLC40,252$882K0.1%+1.9%0.100%
1/22/2025Heartland Bank & Trust Co17,835$391K0.2%+49.1%0.044%
1/21/2025Montecito Bank & Trust13,794$302K0.1%N/A0.034%
1/17/2025Janney Montgomery Scott LLC104,117$2.28M0.0%+11.2%0.262%
1/16/2025Lbmc Investment Advisors LLC10,524$231K0.0%N/A0.026%
1/14/2025Pinnacle Bancorp Inc.14,127$309K0.1%+41.3%0.036%
1/13/2025PSI Advisors LLC1,900$42K0.0%N/A0.005%
1/2/2025Confluence 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%
11/1/2024Leavell Investment Management Inc.39,018$878K0.0%+94.1%0.122%
10/31/2024Confluence 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%
10/29/2024Janney Montgomery Scott LLC93,590$2.11M0.0%+1.7%0.300%
10/29/2024Farther Finance Advisors LLC2,220$50K0.0%-93.1%0.007%
10/25/2024Strategic Blueprint LLC39,507$889K0.1%+67.6%0.126%
10/22/2024Heartland Bank & Trust Co11,964$269K0.1%N/A0.038%
10/9/2024Pinnacle Bancorp Inc.10,000$225K0.1%N/A0.032%
8/16/2024NewEdge Advisors LLC206,154$4.50M0.0%-1.4%0.762%
7/31/2024Farther Finance Advisors LLC32,403$703K0.0%-10.2%0.121%
7/27/2024Strategic Blueprint LLC23,578$515K0.0%+17.2%0.088%
7/2/2024Transcend Capital Advisors LLC279,598$6.10M0.4%+47.2%1.294%
7/1/2024Confluence 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%
5/9/2024JDM Financial Group LLC21,006$461K0.3%+12.4%0.096%
5/3/2024United Community Bank6,530$143K0.1%N/A0.031%
5/1/2024Janney Montgomery Scott LLC80,222$1.76M0.0%+68.9%0.375%
4/23/2024WASHINGTON TRUST Co10,140$222K0.0%N/A0.048%
4/23/2024Strategic Blueprint LLC20,120$441K0.0%N/A0.095%
4/1/2024Confluence Investment Management LLC448,617$9.84M0.1%N/A2.513%
2/9/2024InterOcean Capital Group LLC451,480$10.03M0.3%N/A2.529%
2/8/2024Janney Montgomery Scott LLC47,493$1.06M0.0%+34.7%0.266%
2/7/2024Bogart Wealth LLC3,420$76K0.0%N/A0.019%
2/5/2024Transcend Capital Advisors LLC139,725$3.10M0.3%N/A0.783%
2/2/2024Community Bank N.A.2,776$62K0.0%-84.0%0.016%
1/30/2024Scissortail Wealth Management LLC286,593$6.36M2.0%N/A1.633%
1/24/2024Private Trust Co. NA5,654$126K0.0%N/A0.033%
11/16/2023JDM Financial Group LLC18,592$401K0.4%+101.3%0.203%
11/15/2023KPP Advisory Services LLC9,800$211K0.1%N/A0.107%
11/8/2023Janney Montgomery Scott LLC35,248$760K0.0%N/A0.385%
10/24/2023Cambridge Investment Research Advisors Inc.20,456$441K0.0%-64.0%0.229%
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10/16/2023First PREMIER Bank2,900$63K0.0%+480.0%0.033%
10/10/2023Confluence Investment Management LLC469,708$10.12M0.2%-1.5%5.693%
8/1/2023Community Bank N.A.7,579$167K0.0%+27.6%0.140%
7/13/2023Cambridge Investment Research Advisors Inc.56,842$1.25M0.0%+6.6%1.104%
7/3/2023Confluence Investment Management LLC476,998$10.49M0.2%-0.7%11.223%
5/9/2023Epic Trust Investment Advisors LLC10,591$238K0.3%N/A0.249%
5/9/2023JDM Financial Group LLC9,156$206K0.2%+46.1%0.215%
4/20/2023Community Bank N.A.5,939$133K0.0%N/A0.148%
4/4/2023Confluence Investment Management LLC480,490$10.81M0.2%+3.6%12.164%
2/8/2023Cambridge Investment Research Advisors Inc.19,876$436K0.0%N/A0.710%
(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, 49 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 ($5.68M), Integrated Wealth Concepts LLC ($5.02M), and Transcend Capital Advisors LLC ($4.88M).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 44 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 ($255.39K), Transcend Capital Advisors LLC ($229.40K), Integrated Wealth Concepts LLC ($175.39K), and Janney Montgomery Scott LLC ($135.22K).

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

Institutional investors have bought a total of 1,522,806 shares in the last 24 months. This purchase volume represents approximately $33.86M in transactions.

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

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: Confluence Investment Management LLC ($245.59K), NewEdge Advisors LLC ($79.77K), Flow Traders U.S. LLC ($76.38K), Transcend Capital Advisors LLC ($49.92K), Ameriprise Financial Inc. ($49.15K), Farther Finance Advisors LLC ($33.87K), and Captrust Financial Advisors ($6.85K).

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

Institutional investors have sold a total of 550,231 shares in the last 24 months. This volume of shares sold represents approximately $12.21M in transactions.


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