Go Pro
→ Ticker Revealed: Pre-IPO Access to 'Next Elon Musk' Company (From Banyan Hill Publishing) (Ad)tc pixel Free IBTK Stock Alerts

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

iShares iBonds Dec 2030 Term Treasury ETF logo
$19.38 +0.04 (+0.21%)
As of 07/24/2026 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2030 Term Treasury ETF (NASDAQ:IBTK)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$44.55M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$4.06M
Get IBTK Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares iBonds Dec 2030 Term Treasury ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IBTK Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2026 Confluence Investment Management LLC322,898$6.31M0.1%-8.7%0.743%
6/3/2026Parallel Advisors LLC181,965$3.59M0.1%+9.4%0.419%
6/3/2026NewEdge Advisors LLC500,133$9.86M0.0%+6.6%1.151%
5/18/2026Reliant Wealth Planning41,998$828K0.3%+12.8%0.097%
5/7/2026Parallel Advisors LLC181,965$3.59M0.1%+9.4%0.419%
5/6/2026Heartland Bank & Trust Co22,603$446K0.1%+27.7%0.052%
5/5/2026Midwest Professional Planners LTD.10,900$215K0.1%+6.3%0.025%
4/22/2026Janney Montgomery Scott LLC188,443$3.72M0.0%+62.4%0.440%
2/18/2026NewEdge Advisors LLC469,189$9.31M0.0%+11.5%1.195%
2/13/2026Integrated Wealth Concepts LLC60,547$1.20M0.0%-11.1%0.154%
2/13/2026Boston Family Office LLC115,375$2.29M0.1%+14.8%0.294%
2/12/2026Reliant Wealth Planning37,219$739K0.2%+100.8%0.095%
2/12/2026 Titleist Asset Management LLC1,158,487$22.99M1.9%+9.5%2.952%
2/11/2026 Hughes Financial Services LLC108,338$2.15M0.3%N/A0.276%
2/11/2026Janney Montgomery Scott LLC116,069$2.30M0.0%-14.5%0.296%
2/11/2026Parallel Advisors LLC166,406$3.30M0.1%+9.5%0.424%
2/10/2026Thoroughbred Financial Services LLC182,300$3.62M0.2%-2.5%0.464%
2/3/2026Heartland Bank & Trust Co17,706$351K0.1%N/A0.045%
1/30/2026 Kohmann Bosshard Financial Services LLC2,480$49K0.0%N/A0.006%
1/21/2026 Crews Bank & Trust8,975$178K0.0%+348.8%0.024%
1/15/2026 Rebalance LLC259,748$5.16M0.3%+2,181.9%0.720%
1/9/2026 Montecito Bank & Trust35,072$696K0.1%+35.7%0.099%
1/8/2026 Old Port Advisors68,324$1.36M0.3%+7.5%0.193%
1/5/2026 Confluence Investment Management LLC364,840$7.24M0.1%-5.2%1.038%
1/5/2026 Holos Integrated Wealth LLC2,078$41K0.0%N/A0.006%
12/2/2025 IFP Advisors Inc57,116$1.14M0.0%-54.4%0.201%
11/18/2025Reliant Wealth Planning18,538$368K0.1%+5.2%0.065%
11/17/2025NewEdge Advisors LLC420,862$8.37M0.0%+5,624.5%1.479%
11/17/2025United Capital Financial Advisors LLC234,520$4.66M0.0%+65.6%0.824%
11/17/2025Integrated Wealth Concepts LLC68,083$1.35M0.0%+8.1%0.239%
11/17/2025Ameriprise Financial Inc.239,816$4.75M0.0%+105.8%0.843%
11/13/2025Parallel Advisors LLC152,018$3.02M0.1%+9.1%0.534%
11/10/2025 Cary Street Partners Financial LLC35,791$711K0.0%-2.1%0.126%
11/10/2025Thoroughbred Financial Services LLC187,023$3.72M0.2%+54.5%0.657%
11/5/2025Waterloo Capital L.P.10,204$203K0.0%-14.3%0.036%
11/5/2025 Titleist Asset Management LLC1,058,330$21.03M1.8%+2.8%3.720%
11/3/2025Atlantic Private Wealth LLC33,563$667K0.4%-15.2%0.118%
10/31/2025Bank of Jackson Hole Trust3,134$62K0.0%-16.3%0.011%
10/30/2025CNB Bank2,057$41K0.0%N/A0.007%
10/28/2025 Leavell Investment Management Inc.20,055$399K0.0%+46.1%0.072%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

10/23/2025 Strategic Blueprint LLC60,423$1.20M0.1%+57.2%0.218%
10/22/2025 Crews Bank & Trust2,000$40K0.0%+66.7%0.007%
10/14/2025 Confluence Investment Management LLC384,676$7.65M0.1%-2.2%1.391%
10/7/2025 Montecito Bank & Trust25,842$514K0.1%N/A0.095%
10/6/2025 Old Port Advisors63,567$1.26M0.3%+55.2%0.235%
8/15/2025Captrust Financial Advisors30,499$605K0.0%+20.1%0.131%
8/15/2025Ameriprise Financial Inc.116,555$2.31M0.0%+4.5%0.499%
8/14/2025NewEdge Advisors LLC7,352$146K0.0%-83.1%0.031%
8/13/2025Boston Family Office LLC99,546$1.98M0.1%+24.5%0.426%
8/12/2025 Titleist Asset Management LLC1,029,829$20.43M2.0%+139.2%4.410%
7/31/2025 Leavell Investment Management Inc.13,725$272K0.0%N/A0.059%
7/30/2025 Strategic Blueprint LLC38,443$763K0.0%N/A0.165%
7/17/2025Janney Montgomery Scott LLC134,320$2.67M0.0%+0.5%0.588%
7/16/2025 Old Port Advisors40,959$813K0.2%N/A0.180%
7/16/2025 Rebalance LLC11,274$224K0.0%N/A0.050%
7/8/2025 NBC Securities Inc.41,632$825K0.1%-3.8%0.184%
7/8/2025Parallel Advisors LLC139,395$2.77M0.1%+12.0%0.615%
7/8/2025Lowe Wealth Advisors LLC4,937$98K0.0%-19.5%0.022%
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%
4/1/2025Confluence 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%
1/2/2025Confluence Investment Management LLC399,627$7.67M0.1%+1.6%2.756%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
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%
10/31/2024Confluence 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%
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%


IBTK Institutional Ownership - Frequently Asked Questions

During the previous two years, 40 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 ($22.99M), NewEdge Advisors LLC ($9.86M), Confluence Investment Management LLC ($6.31M), Rebalance LLC ($5.16M), Ameriprise Financial Inc. ($4.75M), United Capital Financial Advisors LLC ($4.66M), and Janney Montgomery Scott LLC ($3.72M).Learn more on iShares iBonds Dec 2030 Term Treasury ETF's institutional investors.

Of the 35 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 ($1.16M), NewEdge Advisors LLC ($494.96K), Rebalance LLC ($259.64K), Parallel Advisors LLC ($195.68K), Ameriprise Financial Inc. ($128.23K), Hughes Financial Services LLC ($108.34K), and United Capital Financial Advisors LLC ($105.33K).

Institutional investors have bought a total of 2,244,643 shares in the last 24 months. This purchase volume represents approximately $44.55M in transactions.

Of the 10 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: IFP Advisors Inc ($68.15K), Confluence Investment Management LLC ($59.40K), NewEdge Advisors LLC ($36.13K), Janney Montgomery Scott LLC ($19.68K), Integrated Wealth Concepts LLC ($7.54K), Atlantic Private Wealth LLC ($6.03K), and Thoroughbred Financial Services LLC ($4.72K).

Institutional investors have sold a total of 204,717 shares in the last 24 months. This volume of shares sold represents approximately $4.06M in transactions.


Related Companies

This page (NASDAQ:IBTK) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel
Where to Put $100 Before Trump's New Tech Law Rolls Out
The Financial Times says a new tech law puts America 'on the verge of a financial revolution.' Yahoo Finance e...
Brownstone Research | Sponsoredtc pixel