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iShares iBonds Dec 2030 Term Treasury ETF (IBTK) Institutional Ownership

iShares iBonds Dec 2030 Term Treasury ETF logo
$19.65 -0.04 (-0.20%)
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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2030 Term Treasury ETF (NASDAQ:IBTK)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$16.38M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$3.89M
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IBTK Institutional Buying and Selling by Quarter

iShares iBonds Dec 2030 Term Treasury ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2025 Confluence Investment Management LLC393,507$7.81M0.1%-0.5%1.809%
5/16/2025NewEdge Advisors LLC43,479$855K0.0%+5.3%0.200%
5/16/2025Integrated Wealth Concepts LLC62,846$1.24M0.0%+63.4%0.289%
5/15/2025Titleist Asset Management LLC430,498$8.46M1.0%N/A1.979%
5/14/2025Flow Traders U.S. LLC23,135$455K0.0%-51.6%0.106%
5/13/2025Boston Family Office LLC79,983$1.57M0.1%+6.9%0.368%
5/9/2025Atlantic Private Wealth LLC86,094$1.69M1.3%-17.9%0.396%
5/9/2025Cary Street Partners Financial LLC36,551$719K0.0%+7.8%0.168%
5/8/2025Bank of Jackson Hole Trust3,745$73K0.0%+73.2%0.017%
5/6/2025AllSquare Wealth Management LLC22,114$435K0.3%+8.1%0.102%
4/24/2025Jaffetilchin Investment Partners LLC13,239$260K0.0%N/A0.063%
4/22/2025Cambridge Investment Research Advisors Inc.16,764$330K0.0%N/A0.079%
4/17/2025Janney Montgomery Scott LLC133,595$2.63M0.0%+10.8%0.652%
4/9/2025NBC Securities Inc.43,282$850K0.1%+100,555.8%0.212%
4/8/2025Parallel Advisors LLC124,435$2.45M0.1%+6,648.1%0.613%
4/8/2025Lowe Wealth Advisors LLC6,133$121K0.1%N/A0.030%
4/1/2025 Confluence Investment Management LLC395,464$7.78M0.1%-1.0%2.247%
2/17/2025Captrust Financial Advisors25,380$487K0.0%N/A0.144%
2/17/2025Cary Street Partners Financial LLC33,904$651K0.0%N/A0.193%
2/17/2025Ameriprise Financial Inc.117,817$2.26M0.0%-6.7%0.669%
2/14/2025Integrated Wealth Concepts LLC38,473$738K0.0%+45.0%0.219%
2/13/2025NewEdge Advisors LLC41,299$793K0.0%-13.7%0.235%
2/13/2025United Capital Financial Advisors LLC12,439$239K0.0%N/A0.071%
2/13/2025Waterloo Capital L.P.11,900$228K0.0%-21.9%0.068%
2/12/2025Boston Family Office LLC74,821$1.44M0.1%+3.6%0.425%
2/11/2025AllSquare Wealth Management LLC20,459$393K0.2%+129.2%0.116%
2/5/2025Kohmann Bosshard Financial Services LLC2,445$47K0.0%N/A0.014%
2/4/2025Exchange Capital Management Inc.15,280$293K0.0%N/A0.087%
1/31/2025Bank of Jackson Hole Trust2,162$41K0.0%N/A0.012%
1/30/2025Bogart Wealth LLC3,560$68K0.0%+67.3%0.021%
1/17/2025Janney Montgomery Scott LLC120,607$2.32M0.0%+2.2%0.733%
1/2/2025 Confluence Investment Management LLC399,627$7.67M0.1%+1.6%2.756%
11/18/2024JDM Financial Group LLC13,255$266K0.1%-7.4%0.091%
11/15/2024Integrated Wealth Concepts LLC26,534$532K0.0%+7.3%0.183%
11/15/2024Community Bank N.A.4,700$94K0.0%-32.0%0.032%
11/14/2024Flow Traders U.S. LLC13,612$273K0.0%-87.9%0.094%
11/13/2024Boston Family Office LLC72,192$1.45M0.1%+7.5%0.498%
10/31/2024 Confluence Investment Management LLC393,463$7.89M0.1%-3.3%2.732%
10/29/2024Janney Montgomery Scott LLC118,050$2.37M0.0%+2.0%0.820%
10/29/2024Farther Finance Advisors LLC2,491$50K0.0%N/A0.017%
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10/15/2024NBC Securities Inc.45,043$902K0.1%-7.7%0.317%
8/16/2024NewEdge Advisors LLC47,483$915K0.0%-15.8%0.367%
8/12/2024Waterloo Capital L.P.15,351$296K0.0%+30.9%0.119%
7/16/2024WASHINGTON TRUST Co13,625$263K0.0%+10.8%0.107%
7/10/2024NBC Securities Inc.48,823$941K0.1%+22.2%0.387%
7/1/2024 Confluence Investment Management LLC406,830$7.84M0.1%-0.5%3.538%
5/17/2024Comerica Bank9,741$189K0.0%+210.2%0.085%
5/1/2024Janney Montgomery Scott LLC111,598$2.17M0.0%N/A0.970%
4/23/2024WASHINGTON TRUST Co12,300$239K0.0%N/A0.108%
4/5/2024NBC Securities Inc.39,944$775K0.1%N/A0.360%
4/1/2024 Confluence Investment Management LLC408,958$7.94M0.1%N/A3.769%
2/9/2024InterOcean Capital Group LLC30,291$597K0.0%N/A0.279%
2/7/2024Bogart Wealth LLC2,213$44K0.0%N/A0.020%
2/2/2024Community Bank N.A.26,005$513K0.1%-6.9%0.240%
11/9/2023Atlantic Private Wealth LLC47,991$907K0.9%+117.9%0.589%
10/10/2023 Confluence Investment Management LLC842,910$15.93M0.2%-1.2%11.239%
8/11/2023Atlantic Private Wealth LLC22,022$433K0.4%+72.5%0.501%
8/9/2023Flow Traders U.S. LLC23,727$466K0.0%-88.0%0.539%
8/1/2023Community Bank N.A.26,525$521K0.1%+56.6%0.603%
7/3/2023 Confluence Investment Management LLC852,803$16.76M0.2%-0.5%21.867%
5/15/2023Flow Traders U.S. LLC197,772$3.99M0.2%+113.4%5.071%
5/12/2023NewEdge Advisors LLC59,738$1.20M0.0%-4.4%1.532%
5/9/2023Epic Trust Investment Advisors LLC11,861$239K0.3%N/A0.304%
4/20/2023Community Bank N.A.16,935$341K0.0%+7.6%0.446%
4/4/2023 Confluence Investment Management LLC856,766$17.26M0.3%-17.6%22.847%
2/9/2023Atlantic Union Bankshares Corp153,468$3M0.3%N/A4.323%
1/31/2023Community Bank N.A.15,740$308K0.0%N/A0.350%
1/4/2023 Confluence Investment Management LLC1,040,289$20.33M0.3%-33.7%27.020%
11/15/2022Flow Traders U.S. LLC90,321$1.77M0.1%N/A2.346%
10/3/2022 Confluence Investment Management LLC1,569,927$30.79M0.5%+84.7%19.872%
7/6/2022 Confluence Investment Management LLC849,954$17.70M0.3%+38.5%21.518%
4/4/2022 Confluence Investment Management LLC613,477$13.39M0.2%N/A28.534%
(Data available from 1/1/2016 forward)

IBTK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBTK shares?

During the previous two years, 29 institutional investors and hedge funds held shares of iShares iBonds Dec 2030 Term Treasury ETF. The most heavily invested institutionals were Titleist Asset Management LLC ($8.46M), Confluence Investment Management LLC ($7.81M), Janney Montgomery Scott LLC ($2.63M), Parallel Advisors LLC ($2.45M), Ameriprise Financial Inc. ($2.26M), Atlantic Private Wealth LLC ($1.69M), and Boston Family Office LLC ($1.57M).Learn more on iShares iBonds Dec 2030 Term Treasury ETF's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2030 Term Treasury ETF's stock?

Of the 26 institutional investors that purchased iShares iBonds Dec 2030 Term Treasury ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Titleist Asset Management LLC ($430.50K), Confluence Investment Management LLC ($415.12K), Janney Montgomery Scott LLC ($129.50K), Parallel Advisors LLC ($122.59K), NBC Securities Inc. ($92.06K), Integrated Wealth Concepts LLC ($38.12K), and Cary Street Partners Financial LLC ($36.55K).

How much institutional buying is happening at iShares iBonds Dec 2030 Term Treasury ETF?

Institutional investors have bought a total of 836,428 shares in the last 24 months. This purchase volume represents approximately $16.38M in transactions.

Which of iShares iBonds Dec 2030 Term Treasury ETF's major shareholders have been selling company stock?

Of the 9 institutional investors that sold iShares iBonds Dec 2030 Term Treasury ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Flow Traders U.S. LLC ($123.47K), Confluence Investment Management LLC ($19.49K), Atlantic Private Wealth LLC ($18.83K), NewEdge Advisors LLC ($15.43K), Ameriprise Financial Inc. ($8.44K), NBC Securities Inc. ($3.78K), and Waterloo Capital L.P. ($3.33K).

How much institutional selling is happening at iShares iBonds Dec 2030 Term Treasury ETF?

Institutional investors have sold a total of 196,033 shares in the last 24 months. This volume of shares sold represents approximately $3.89M in transactions.


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This page (NASDAQ:IBTK) was last updated on 7/3/2025 by MarketBeat.com Staff
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