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

$21.65
+0.06 (+0.28%)
(As of 11:05 AM ET)

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

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$44.98M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.34M
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IBTI Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024 InterOcean 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%
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%
2/9/2024 InterOcean 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%
1/30/2024 Scissortail Wealth Management LLC286,593$6.36M2.0%N/A1.633%
1/24/2024 Private Trust Co. NA5,654$126K0.0%N/A0.033%
11/16/2023 JDM Financial Group LLC18,592$401K0.4%+101.3%0.203%
11/15/2023 KPP Advisory Services LLC9,800$211K0.1%N/A0.107%
11/8/2023 Janney Montgomery Scott LLC35,248$760K0.0%N/A0.385%
10/24/2023 Cambridge Investment Research Advisors Inc.20,456$441K0.0%-64.0%0.229%
10/16/2023 First PREMIER Bank2,900$63K0.0%+480.0%0.033%
10/10/2023 Confluence Investment Management LLC469,708$10.12M0.2%-1.5%5.693%
8/1/2023 Community Bank N.A.7,579$167K0.0%+27.6%0.140%
7/13/2023 Cambridge Investment Research Advisors Inc.56,842$1.25M0.0%+6.6%1.104%
7/3/2023 Confluence Investment Management LLC476,998$10.49M0.2%-0.7%11.223%
5/9/2023 Epic Trust Investment Advisors LLC10,591$238K0.3%N/A0.249%
5/9/2023 JDM Financial Group LLC9,156$206K0.2%+46.1%0.215%
4/20/2023 Community Bank N.A.5,939$133K0.0%N/A0.148%
4/4/2023 Confluence Investment Management LLC480,490$10.81M0.2%+3.6%12.164%
2/8/2023 Cambridge Investment Research Advisors Inc.19,876$436K0.0%N/A0.710%
1/11/2023 JDM Financial Group LLC6,269$138K0.1%N/A0.261%
1/4/2023 Confluence Investment Management LLC463,987$10.18M0.2%-0.4%29.935%
11/15/2022 Flow Traders U.S. LLC11,765$257K0.0%-63.7%0.759%
10/3/2022 Confluence Investment Management LLC465,880$10.18M0.2%-0.5%42.353%
8/13/2022 Flow Traders U.S. LLC32,443$745K0.0%-26.2%2.949%
7/6/2022 Confluence Investment Management LLC468,036$10.74M0.2%-1.4%58.505%
4/4/2022 Confluence Investment Management LLC474,711$11.27M0.2%+3.3%63.295%
2/16/2022 Flow Traders U.S. LLC67,313$1.69M0.1%+680.5%8.975%
1/4/2022 Confluence Investment Management LLC459,372$11.55M0.2%+1.1%61.250%
11/15/2021 Flow Traders U.S. LLC8,624$219K0.0%-66.5%1.150%
10/4/2021 Confluence Investment Management LLC454,370$11.53M0.2%-18.5%60.583%
8/24/2021 Flow Traders U.S. LLC25,715$654K0.0%N/A3.674%
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7/1/2021 Confluence Investment Management LLC557,813$14.20M0.2%+20.2%35.988%
4/5/2021 Confluence Investment Management LLC463,880$11.62M0.2%+782.6%54.574%
1/25/2021 Confluence Investment Management LLC52,556$1.38M0.0%+10.6%5.005%
10/19/2020 Confluence Investment Management LLC47,514$1.27M0.0%+4.3%9.503%
7/1/2020 Confluence Investment Management LLC45,564$1.21M0.0%+3.7%9.113%
6/3/2020 Confluence Investment Management LLC43,939$1.16M0.0%N/A8.788%
(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, 17 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), Confluence Investment Management LLC ($9.84M), Scissortail Wealth Management LLC ($6.36M), Transcend Capital Advisors LLC ($3.10M), Janney Montgomery Scott LLC ($1.76M), JDM Financial Group LLC ($461K), and Strategic Blueprint LLC ($441K).Learn more on IBTI's institutional investors.

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

Of the 16 institutional investors that purchased iShares iBonds Dec 2028 Term Treasury ETF 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 ($465.12K), Scissortail Wealth Management LLC ($286.59K), Transcend Capital Advisors LLC ($139.73K), Janney Montgomery Scott LLC ($80.22K), Cambridge Investment Research Advisors Inc. ($23.39K), and JDM Financial Group LLC ($20.83K).

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

Institutional investors have bought a total of 2,101,953 shares in the last 24 months. This purchase volume represents approximately $47.74M in transactions.

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

The following institutional investors have sold iShares iBonds Dec 2028 Term Treasury ETF stock in the last 24 months: Cambridge Investment Research Advisors Inc. ($36.39K), Flow Traders U.S. LLC ($32.17K), Confluence Investment Management LLC ($21.51K), and Community Bank N.A. ($14.56K).

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

Institutional investors have sold a total of 104,621 shares in the last 24 months. This volume of shares sold represents approximately $3.26M in transactions.


This page (NASDAQ:IBTI) was last updated on 5/30/2024 by MarketBeat.com Staff

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