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

iShares iBonds Dec 2028 Term Treasury ETF logo
$22.17 +0.01 (+0.05%)
As of 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)
44
Total
Institutional Inflows
(last 12 months)
$67.12M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$27.45M
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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
5/5/2026Midwest 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%
2/18/2026NewEdge 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%
2/12/2026 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%
2/11/2026FCA 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%
2/9/2026 Cary Street Partners Financial LLC38,834$869K0.0%-5.8%0.057%
2/5/2026High Note Wealth LLC12,061$270K0.1%+820.0%0.018%
1/30/2026 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%
1/23/2026Transcend 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%
1/20/2026 Blue 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%
1/8/2026 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%
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%
11/17/2025 Hughes 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%
11/10/2025 Cary 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%
11/5/2025 Titleist 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%
10/31/2025 Opus Capital Group LLC14,500$325K0.0%N/A0.027%
10/28/2025Leavell Investment Management Inc.102,097$2.29M0.1%+17.2%0.190%
10/23/2025 Strategic 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%
10/8/2025 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%
8/15/2025Hara Capital LLC4,925$110K0.1%-31.1%0.010%
8/15/2025Ameriprise Financial Inc.217,421$4.86M0.0%-5.9%0.450%
8/14/2025 Cary 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%
8/12/2025 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%
8/1/2025Transcend 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%
7/30/2025 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%
7/23/2025Prime 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%
7/17/2025 Janney 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%
7/7/2025 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%
5/8/2025Bank 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%


IBTI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBTI shares?

During the previous two years, 61 institutional investors and hedge funds held shares of iShares iBonds Dec 2028 Term Treasury ETF. The most heavily invested institutionals were InterOcean Capital Group LLC ($22.15M), 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), and NewEdge Advisors LLC ($7.51M).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 57 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 ($558.37K), 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), and Confluence Investment Management LLC ($235.64K).

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

Institutional investors have bought a total of 3,004,770 shares in the last 24 months. This purchase volume represents approximately $67.12M in transactions.

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

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 ($1.02M), 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).

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

Institutional investors have sold a total of 1,226,772 shares in the last 24 months. This volume of shares sold represents approximately $27.45M in transactions.


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