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

iShares iBonds Dec 2031 Term Treasury ETF logo
$20.12 0.00 (0.00%)
As of 07/2/2026 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)
21
Total
Institutional Inflows
(last 12 months)
$31.76M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$8.03M
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IBTL Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2026 Confluence Investment Management LLC1,098,504$22.18M0.3%-8.7%3.848%
6/3/2026Parallel Advisors LLC200,701$4.09M0.1%+17.8%0.735%
6/3/2026NewEdge Advisors LLC638,564$13.03M0.0%+5.0%2.339%
5/19/2026McIlrath & Eck LLC2,566$52K0.0%N/A0.009%
5/7/2026Parallel Advisors LLC200,701$4.09M0.1%+17.8%0.735%
4/22/2026Janney Montgomery Scott LLC149,914$3.06M0.0%+67.8%0.552%
4/16/2026Montecito Bank & Trust29,601$604K0.1%+14.0%0.109%
2/18/2026NewEdge Advisors LLC608,344$12.49M0.0%+12.2%2.419%
2/17/2026Captrust Financial Advisors19,379$398K0.0%N/A0.077%
2/13/2026Integrated Wealth Concepts LLC25,870$531K0.0%-30.4%0.103%
2/13/2026Boston Family Office LLC105,256$2.16M0.1%+10.8%0.419%
2/12/2026Reliant Wealth Planning16,898$347K0.1%+16.8%0.067%
2/12/2026Titleist Asset Management LLC14,794$304K0.0%N/A0.059%
2/11/2026Janney Montgomery Scott LLC89,317$1.83M0.0%+125.3%0.355%
2/11/2026Parallel Advisors LLC170,382$3.50M0.1%+15.7%0.677%
2/10/2026Thoroughbred Financial Services LLC187,518$3.85M0.2%+28.3%0.746%
1/30/2026Bogart Wealth LLC3,591$74K0.0%+62.6%0.015%
1/30/2026Kohmann Bosshard Financial Services LLC1,855$38K0.0%N/A0.008%
1/28/2026Headland Capital LLC366,476$7.52M2.1%+2.9%1.559%
1/9/2026Montecito Bank & Trust25,970$533K0.1%+39.4%0.115%
1/5/2026 Confluence Investment Management LLC469,677$9.64M0.1%+58.1%2.130%
12/2/2025IFP Advisors Inc25,093$516K0.0%-72.3%0.116%
11/17/2025NewEdge 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%
11/17/2025Integrated Wealth Concepts LLC37,156$764K0.0%+40.6%0.171%
11/17/2025Ameriprise Financial Inc.495,443$10.17M0.0%+40.2%2.283%
11/13/2025Parallel Advisors LLC147,237$3.03M0.1%+9.1%0.679%
11/10/2025Cary Street Partners Financial LLC21,014$432K0.0%-6.5%0.097%
11/10/2025Thoroughbred Financial Services LLC146,164$3.01M0.2%+63.1%0.674%
11/3/2025Atlantic Private Wealth LLC26,108$537K0.3%-10.2%0.120%
10/30/2025CNB Bank6,598$136K0.1%N/A0.030%
10/28/2025Leavell Investment Management Inc.21,495$442K0.0%+69.7%0.099%
10/23/2025Strategic 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%
10/7/2025Montecito Bank & Trust18,625$383K0.1%N/A0.088%
8/15/2025Ameriprise Financial Inc.353,455$7.25M0.0%-32.9%1.808%
8/14/2025NewEdge Advisors LLC5,933$122K0.0%-80.1%0.030%
8/14/2025Cary Street Partners Financial LLC22,474$461K0.0%-3.2%0.115%
8/13/2025Boston Family Office LLC94,104$1.93M0.1%+22.6%0.481%
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8/6/2025Headland Capital LLC343,097$7.03M2.1%+4.9%1.755%
7/31/2025Leavell Investment Management Inc.12,665$260K0.0%N/A0.065%
7/17/2025Janney Montgomery Scott LLC33,626$689K0.0%+5.2%0.178%
7/16/2025Rebalance LLC10,919$224K0.0%N/A0.058%
7/8/2025Parallel 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 1,546,645 shares in the last 24 months. This purchase volume represents approximately $31.76M 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), NewEdge Advisors LLC ($23.90K), Integrated Wealth Concepts LLC ($11.29K), Atlantic Private Wealth LLC ($2.98K), and Lowe Wealth Advisors LLC ($2.25K).

Institutional investors have sold a total of 393,193 shares in the last 24 months. This volume of shares sold represents approximately $8.03M in transactions.


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This page (NASDAQ:IBTL) was last updated on 7/5/2026 by MarketBeat.com Staff.
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