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

iShares iBonds Dec 2030 Term Treasury ETF logo
$19.00 +0.01 (+0.05%)
Closing price 03:59 PM Eastern
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$19.00 +0.00 (+0.03%)
As of 07:30 PM Eastern
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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)
25
Total
Institutional Inflows
(last 12 months)
$50.24M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$3.34M
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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
10/8/2026Farther Finance Advisors LLC2,616$50K0.0%N/A0.005%
10/5/2026Heartwood Wealth Advisors LLC504,949$9.59M0.8%N/A0.903%
10/1/2026 Montecito Bank & Trust44,049$836K0.1%N/A0.080%
10/1/2026 Confluence Investment Management LLC310,328$5.89M0.1%N/A0.564%
8/12/2026Heartland Bank & Trust Co194,684$4.29M0.9%N/A0.387%
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%
2/12/2026Titleist Asset Management LLC1,158,487$22.99M1.9%+9.5%2.952%
2/11/2026Hughes 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%
1/30/2026Kohmann Bosshard Financial Services LLC2,480$49K0.0%N/A0.006%
1/21/2026Crews Bank & Trust8,975$178K0.0%+348.8%0.024%
1/15/2026Rebalance LLC259,748$5.16M0.3%+2,181.9%0.720%
1/9/2026 Montecito Bank & Trust35,072$696K0.1%+35.7%0.099%
1/8/2026Old 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%
1/5/2026Holos Integrated Wealth LLC2,078$41K0.0%N/A0.006%
12/2/2025IFP 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%
11/10/2025Cary 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%
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11/5/2025Titleist 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%
10/28/2025Leavell Investment Management Inc.20,055$399K0.0%+46.1%0.072%
10/23/2025Strategic Blueprint LLC60,423$1.20M0.1%+57.2%0.218%
10/22/2025Crews 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%
10/6/2025Old 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%
8/12/2025Titleist Asset Management LLC1,029,829$20.43M2.0%+139.2%4.410%
7/31/2025Leavell Investment Management Inc.13,725$272K0.0%N/A0.059%
7/30/2025Strategic Blueprint LLC38,443$763K0.0%N/A0.165%
7/17/2025Janney Montgomery Scott LLC134,320$2.67M0.0%+0.5%0.588%
7/16/2025Old Port Advisors40,959$813K0.2%N/A0.180%
7/16/2025Rebalance LLC11,274$224K0.0%N/A0.050%
7/8/2025NBC 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%
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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%
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%


IBTK Institutional Ownership - Frequently Asked Questions

During the previous two years, 41 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), Heartwood Wealth Advisors LLC ($9.59M), Confluence Investment Management LLC ($5.89M), Rebalance LLC ($5.16M), Ameriprise Financial Inc. ($4.75M), and United Capital Financial Advisors LLC ($4.66M).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), Heartwood Wealth Advisors LLC ($504.95K), NewEdge Advisors LLC ($494.96K), Confluence Investment Management LLC ($316.49K), Rebalance LLC ($259.64K), Heartland Bank & Trust Co ($217.29K), and Parallel Advisors LLC ($195.68K).

Institutional investors have bought a total of 2,571,677 shares in the last 24 months. This purchase volume represents approximately $50.24M in transactions.

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: IFP Advisors Inc ($68.15K), Confluence Investment Management LLC ($59.40K), Janney Montgomery Scott LLC ($19.68K), Integrated Wealth Concepts LLC ($7.54K), Atlantic Private Wealth LLC ($6.03K), Thoroughbred Financial Services LLC ($4.72K), and Waterloo Capital L.P. ($1.70K).

Institutional investors have sold a total of 168,590 shares in the last 24 months. This volume of shares sold represents approximately $3.34M in transactions.


Related Companies

Institutional ownership data for NASDAQ:IBTK is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
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