Go Pro
→ Your book attached (From Profits Run) (Ad)tc pixel Free IBTL Stock Alerts

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

iShares iBonds Dec 2031 Term Treasury ETF logo
$20.06 +0.06 (+0.30%)
As of 08/13/2026 04:00 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$30.27M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$7.53M
Get IBTL Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares iBonds Dec 2031 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

IBTL Institutional Buying and Selling by Quarter

iShares iBonds Dec 2031 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 LLC1,098,504$22.18M0.3%-8.7%3.848%
6/3/2026 Parallel Advisors LLC200,701$4.09M0.1%+17.8%0.735%
6/3/2026 NewEdge Advisors LLC638,564$13.03M0.0%+5.0%2.339%
5/19/2026McIlrath & Eck LLC2,566$52K0.0%N/A0.009%
5/7/2026 Parallel Advisors LLC200,701$4.09M0.1%+17.8%0.735%
4/22/2026 Janney Montgomery Scott LLC149,914$3.06M0.0%+67.8%0.552%
4/16/2026 Montecito Bank & Trust29,601$604K0.1%+14.0%0.109%
2/18/2026 NewEdge Advisors LLC608,344$12.49M0.0%+12.2%2.419%
2/17/2026Captrust Financial Advisors19,379$398K0.0%N/A0.077%
2/13/2026 Integrated Wealth Concepts LLC25,870$531K0.0%-30.4%0.103%
2/13/2026 Boston Family Office LLC105,256$2.16M0.1%+10.8%0.419%
2/12/2026 Reliant Wealth Planning16,898$347K0.1%+16.8%0.067%
2/12/2026 Titleist Asset Management LLC14,794$304K0.0%N/A0.059%
2/11/2026 Janney Montgomery Scott LLC89,317$1.83M0.0%+125.3%0.355%
2/11/2026 Parallel Advisors LLC170,382$3.50M0.1%+15.7%0.677%
2/10/2026 Thoroughbred Financial Services LLC187,518$3.85M0.2%+28.3%0.746%
1/30/2026 Bogart Wealth LLC3,591$74K0.0%+62.6%0.015%
1/30/2026 Kohmann Bosshard Financial Services LLC1,855$38K0.0%N/A0.008%
1/28/2026 Headland Capital LLC366,476$7.52M2.1%+2.9%1.559%
1/9/2026 Montecito Bank & Trust25,970$533K0.1%+39.4%0.115%
1/5/2026 Confluence Investment Management LLC469,677$9.64M0.1%+58.1%2.130%
12/2/2025 IFP Advisors Inc25,093$516K0.0%-72.3%0.116%
11/17/2025 NewEdge Advisors LLC542,072$11.15M0.1%+9,036.6%2.498%
11/17/2025United Capital Financial Advisors LLC224,705$4.62M0.0%+64.5%1.036%
11/17/2025 Integrated Wealth Concepts LLC37,156$764K0.0%+40.6%0.171%
11/17/2025Ameriprise Financial Inc.495,443$10.17M0.0%+40.2%2.283%
11/13/2025 Parallel Advisors LLC147,237$3.03M0.1%+9.1%0.679%
11/10/2025 Cary Street Partners Financial LLC21,014$432K0.0%-6.5%0.097%
11/10/2025 Thoroughbred Financial Services LLC146,164$3.01M0.2%+63.1%0.674%
11/3/2025 Atlantic Private Wealth LLC26,108$537K0.3%-10.2%0.120%
10/30/2025 CNB Bank6,598$136K0.1%N/A0.030%
10/28/2025 Leavell Investment Management Inc.21,495$442K0.0%+69.7%0.099%
10/23/2025 Strategic Blueprint LLC15,533$320K0.0%N/A0.072%
10/16/2025Lowe Wealth Advisors LLC2,000$41K0.0%-52.9%0.009%
10/14/2025 Confluence Investment Management LLC297,157$6.11M0.1%-2.5%1.382%
10/7/2025 Montecito Bank & Trust18,625$383K0.1%N/A0.088%
8/15/2025Ameriprise Financial Inc.353,455$7.25M0.0%-32.9%1.808%
8/14/2025 NewEdge Advisors LLC5,933$122K0.0%-80.1%0.030%
8/14/2025 Cary Street Partners Financial LLC22,474$461K0.0%-3.2%0.115%
8/13/2025 Boston Family Office LLC94,104$1.93M0.1%+22.6%0.481%
Trump’s New Currency Reset (Ad)

Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 is orchestrating what analyst Porter Stansberry calls a total U.S. money reset, bypassing conventional legal channels under the guise of national security. The last time America reset its currency - under Nixon in the 1970s - it created an average of 1,300 new millionaires a day for over 50 years. Stansberry has identified three asset categories connected to Trump's initiative that could surge, plus his single top investment move.tc pixel

Watch the documentary briefing and find out which side you land on
8/6/2025 Headland Capital LLC343,097$7.03M2.1%+4.9%1.755%
7/31/2025 Leavell Investment Management Inc.12,665$260K0.0%N/A0.065%
7/17/2025 Janney Montgomery Scott LLC33,626$689K0.0%+5.2%0.178%
7/16/2025 Rebalance LLC10,919$224K0.0%N/A0.058%
7/8/2025 Parallel Advisors LLC134,996$2.77M0.1%+11.9%0.722%
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%
4/1/2025Confluence 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%
10/3/2022Confluence Investment Management LLC117,305$2.41M0.0%N/A9.384%


IBTL Institutional Ownership - Frequently Asked Questions

During the previous two years, 28 institutional investors and hedge funds held shares of iShares iBonds Dec 2031 Term Treasury ETF. The most heavily invested institutionals were Confluence Investment Management LLC ($22.18M), NewEdge Advisors LLC ($13.03M), Ameriprise Financial Inc. ($10.17M), Headland Capital LLC ($7.52M), United Capital Financial Advisors LLC ($4.62M), Parallel Advisors LLC ($4.09M), and Thoroughbred Financial Services LLC ($3.85M).Learn more on iShares iBonds Dec 2031 Term Treasury ETF's institutional investors.

Of the 26 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: NewEdge Advisors LLC ($632.63K), Confluence Investment Management LLC ($479.46K), Ameriprise Financial Inc. ($396.13K), Headland Capital LLC ($353.50K), Parallel Advisors LLC ($229.24K), Janney Montgomery Scott LLC ($143.90K), and Flow Traders U.S. LLC ($127.35K).

Institutional investors have bought a total of 1,473,742 shares in the last 24 months. This purchase volume represents approximately $30.27M in transactions.

The following institutional investors have sold iShares iBonds Dec 2031 Term Treasury ETF stock in the last 24 months: Ameriprise Financial Inc. ($173.13K), Confluence Investment Management LLC ($112.05K), IFP Advisors Inc ($65.39K), Integrated Wealth Concepts LLC ($11.29K), Atlantic Private Wealth LLC ($2.98K), Lowe Wealth Advisors LLC ($2.25K), and Cary Street Partners Financial LLC ($1.46K).

Institutional investors have sold a total of 368,549 shares in the last 24 months. This volume of shares sold represents approximately $7.53M in transactions.


Related Companies

Institutional ownership data for NASDAQ:IBTL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/1/2026. New 13F filings are added each quarter as they're published.
From Our Partners
The cat is out the bag
Almost 80,000 tech jobs vanished in the first three months of 2026. Meta cut 14,000 roles, Microsoft offered s...
Porter & Company | Sponsoredtc pixel
How the JPMorgan $8,000 Gold Call Exposed the Biggest Mistake in Most Retirement Accounts
JPMorgan has raised its 2026 gold forecast to $6,300, with a credible path to $8,000, and now calls gold a cor...
Golden Crest Metals | Sponsoredtc pixel
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown”
In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon advi...
Paradigm Press | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
American retirees will miss THIS. Big Banks just moved in.
Central banks spent nearly $130 billion on physical gold last year, on top of $145 billion the year before. Q1...
Cedar Gold Group | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel