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iShares iBonds Dec 2031 Term Treasury ETF (IBTL) Institutional Ownership

iShares iBonds Dec 2031 Term Treasury ETF logo
$20.28 -0.07 (-0.32%)
As of 07/3/2025 01:04 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2031 Term Treasury ETF (NASDAQ:IBTL)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$25.17M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$3.98M
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IBTL Institutional Buying and Selling by Quarter

iShares iBonds Dec 2031 Term Treasury ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2025 Confluence Investment Management LLC304,901$6.25M0.1%-0.7%1.689%
5/16/2025NewEdge Advisors LLC29,837$607K0.0%-78.3%0.165%
5/16/2025Integrated Wealth Concepts LLC26,370$536K0.0%+3.2%0.146%
5/14/2025Flow Traders U.S. LLC139,520$2.84M0.1%+1,046.7%0.773%
5/13/2025Boston Family Office LLC76,758$1.56M0.1%+6.3%0.425%
5/9/2025Atlantic Private Wealth LLC61,530$1.25M0.9%+16.2%0.341%
5/9/2025Cary Street Partners Financial LLC23,214$472K0.0%+17.5%0.129%
5/8/2025Headland Capital LLC327,099$6.65M2.2%N/A1.812%
4/24/2025Jaffetilchin Investment Partners LLC12,933$263K0.0%N/A0.072%
4/17/2025Janney Montgomery Scott LLC31,969$650K0.0%N/A0.180%
4/8/2025Parallel Advisors LLC120,678$2.45M0.1%+6,691.1%0.678%
4/8/2025Lowe Wealth Advisors LLC4,250$86K0.0%N/A0.024%
4/1/2025 Confluence Investment Management LLC306,939$6.24M0.1%N/A2.146%
2/17/2025Cary Street Partners Financial LLC19,764$391K0.0%N/A0.138%
2/17/2025Ameriprise Financial Inc.517,042$10.24M0.0%+96.7%3.616%
2/14/2025Integrated Wealth Concepts LLC25,548$506K0.0%+23.5%0.179%
2/12/2025Boston Family Office LLC72,213$1.43M0.1%+3.7%0.505%
2/11/2025Atlantic Private Wealth LLC52,932$1.05M0.8%+24.5%0.370%
1/30/2025Bogart Wealth LLC2,208$44K0.0%N/A0.016%
11/18/2024JDM Financial Group LLC12,778$266K0.1%-7.7%0.107%
11/14/2024Flow Traders U.S. LLC20,652$430K0.0%-80.1%0.173%
11/13/2024Boston Family Office LLC69,665$1.45M0.1%+7.4%0.583%
5/17/2024Comerica Bank2,541$51K0.0%-60.8%0.028%
4/23/2024WASHINGTON TRUST Co7,500$151K0.0%N/A0.085%
11/9/2023Atlantic Private Wealth LLC43,069$843K0.9%+101.4%0.700%
10/18/2023Private Trust Co. NA1,280$25K0.0%N/A0.021%
8/11/2023Atlantic Private Wealth LLC21,384$441K0.4%+568.0%0.548%
8/9/2023Flow Traders U.S. LLC67,510$1.39M0.1%-33.2%1.731%
5/15/2023Flow Traders U.S. LLC101,078$2.14M0.1%+387.9%5.615%
5/12/2023NewEdge Advisors LLC56,739$1.20M0.0%-4.8%3.152%
11/15/2022Flow Traders U.S. LLC36,995$760K0.0%N/A5.285%
10/3/2022 Confluence Investment Management LLC117,305$2.41M0.0%N/A9.384%
(Data available from 1/1/2016 forward)

IBTL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBTL shares?

During the previous two years, 18 institutional investors and hedge funds held shares of iShares iBonds Dec 2031 Term Treasury ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($10.24M), Headland Capital LLC ($6.65M), Confluence Investment Management LLC ($6.25M), Flow Traders U.S. LLC ($2.84M), Parallel Advisors LLC ($2.45M), Boston Family Office LLC ($1.56M), and Atlantic Private Wealth LLC ($1.25M).Learn more on iShares iBonds Dec 2031 Term Treasury ETF's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2031 Term Treasury ETF's stock?

Of the 15 institutional investors that purchased iShares iBonds Dec 2031 Term Treasury ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Headland Capital LLC ($327.10K), Confluence Investment Management LLC ($306.94K), Ameriprise Financial Inc. ($254.15K), Flow Traders U.S. LLC ($127.35K), Parallel Advisors LLC ($118.90K), Atlantic Private Wealth LLC ($58.89K), and Janney Montgomery Scott LLC ($31.97K).

How much institutional buying is happening at iShares iBonds Dec 2031 Term Treasury ETF?

Institutional investors have bought a total of 1,245,574 shares in the last 24 months. This purchase volume represents approximately $25.17M in transactions.

Which of iShares iBonds Dec 2031 Term Treasury ETF's major shareholders have been selling company stock?

The following institutional investors have sold iShares iBonds Dec 2031 Term Treasury ETF stock in the last 24 months: NewEdge Advisors LLC ($107.56K), Flow Traders U.S. LLC ($83.25K), Confluence Investment Management LLC ($2.04K), and JDM Financial Group LLC ($1.06K).

How much institutional selling is happening at iShares iBonds Dec 2031 Term Treasury ETF?

Institutional investors have sold a total of 193,905 shares in the last 24 months. This volume of shares sold represents approximately $3.98M in transactions.



This page (NASDAQ:IBTL) was last updated on 7/6/2025 by MarketBeat.com Staff
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