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iShares iBonds Dec 2032 Term Treasury ETF (IBTM) Institutional Ownership

iShares iBonds Dec 2032 Term Treasury ETF logo
$21.77 +0.01 (+0.05%)
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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2032 Term Treasury ETF (NASDAQ:IBTM)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$31.00M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$8.13M
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IBTM Institutional Buying and Selling by Quarter

iShares iBonds Dec 2032 Term Treasury ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/1/2026 Confluence Investment Management LLC703,031$15.28M0.2%N/A2.648%
9/9/2026NewEdge Advisors LLC157,946$3.59M0.0%-1.4%0.634%
8/23/2026Atlantic Private Wealth LLC293,989$6.67M4.0%+25.3%1.181%
7/1/2026 Confluence Investment Management LLC735,847$16.70M0.3%-8.5%3.053%
6/3/2026Parallel Advisors LLC162,870$3.74M0.1%+146.6%0.696%
6/3/2026NewEdge Advisors LLC160,108$3.67M0.0%-7.0%0.684%
5/19/2026McIlrath & Eck LLC3,162$73K0.0%N/A0.014%
5/8/2026Atlantic Private Wealth LLC234,626$5.38M3.5%+6.2%1.003%
5/7/2026Parallel Advisors LLC162,870$3.74M0.1%+146.6%0.696%
4/22/2026Janney Montgomery Scott LLC551,409$12.64M0.0%+13.5%2.377%
2/18/2026NewEdge Advisors LLC172,182$3.97M0.0%+5.0%0.762%
2/13/2026Integrated Wealth Concepts LLC20,519$473K0.0%-8.4%0.091%
2/13/2026Boston Family Office LLC72,218$1.67M0.1%+4.2%0.320%
2/12/2026Reliant Wealth Planning40,753$940K0.3%-6.3%0.180%
2/11/2026Janney Montgomery Scott LLC485,962$11.21M0.0%+3.7%2.150%
2/11/2026Atlantic Private Wealth LLC220,940$5.10M3.3%+10.9%0.978%
2/11/2026Parallel Advisors LLC66,034$1.52M0.0%N/A0.292%
1/30/2026Bogart Wealth LLC1,775$41K0.0%N/A0.008%
1/21/2026Crews Bank & Trust1,100$25K0.0%N/A0.005%
1/15/2026Rebalance LLC9,694$224K0.0%N/A0.045%
1/5/2026 Confluence Investment Management LLC397,180$9.17M0.1%-5.1%1.852%
12/2/2025IFP Advisors Inc34,583$800K0.0%-46.4%0.171%
11/18/2025Reliant Wealth Planning43,474$1.01M0.3%-16.3%0.215%
11/17/2025NewEdge Advisors LLC163,991$3.79M0.0%-54.5%0.812%
11/17/2025United Capital Financial Advisors LLC67,319$1.56M0.0%+45.3%0.333%
11/17/2025Integrated Wealth Concepts LLC22,407$518K0.0%+3.6%0.111%
11/17/2025Ameriprise Financial Inc.361,010$8.33M0.0%+64.2%1.787%
11/10/2025Thoroughbred Financial Services LLC98,547$2.28M0.1%+58.9%0.488%
11/3/2025Atlantic Private Wealth LLC199,159$4.61M3.0%+9.0%0.986%
10/30/2025CNB Bank3,167$73K0.0%N/A0.016%
10/14/2025 Confluence Investment Management LLC418,745$9.69M0.1%-2.3%2.136%
8/15/2025Captrust Financial Advisors29,200$672K0.0%N/A0.204%
8/15/2025Ameriprise Financial Inc.219,888$5.06M0.0%+1.0%1.538%
8/14/2025AllSquare Wealth Management LLC14,459$333K0.2%+8.8%0.101%
8/14/2025NewEdge Advisors LLC360,156$8.29M0.0%+5.2%2.519%
8/13/2025Boston Family Office LLC68,497$1.58M0.1%+6.7%0.479%
7/1/2025 Confluence Investment Management LLC428,490$9.87M0.1%+0.5%3.072%
5/16/2025NewEdge Advisors LLC342,250$7.83M0.0%-59.0%2.453%
5/14/2025Flow Traders U.S. LLC156,274$3.58M0.2%+132.2%1.120%
5/13/2025Boston Family Office LLC64,193$1.47M0.1%N/A0.460%
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5/9/2025Atlantic Private Wealth LLC98,085$2.25M1.7%-13.0%0.703%
5/9/2025Cary Street Partners Financial LLC15,497$355K0.0%+12.7%0.111%
5/6/2025AllSquare Wealth Management LLC13,285$304K0.2%+21.7%0.095%
4/24/2025Jaffetilchin Investment Partners LLC11,594$265K0.0%N/A0.084%
2/17/2025Cary Street Partners Financial LLC13,745$305K0.0%N/A0.116%
2/17/2025Ameriprise Financial Inc.207,049$4.60M0.0%N/A1.740%
2/14/2025Integrated Wealth Concepts LLC21,516$478K0.0%+25.1%0.181%
2/11/2025AllSquare Wealth Management LLC10,920$242K0.1%+759.8%0.092%
2/11/2025Atlantic Private Wealth LLC112,713$2.50M1.9%+0.7%0.947%
2/5/2025Noble Wealth Management PBC1,500$33K0.0%N/A0.013%
1/2/2025Confluence Investment Management LLC426,060$9.46M0.1%+1.8%3.856%
11/14/2024Flow Traders U.S. LLC64,526$1.52M0.1%+56.3%0.584%
10/31/2024Confluence Investment Management LLC418,595$9.83M0.1%-2.7%3.805%
7/1/2024Confluence Investment Management LLC430,111$9.65M0.1%-0.2%4.972%
5/17/2024Comerica Bank1,335$30K0.0%N/A0.015%
4/23/2024WASHINGTON TRUST Co6,670$151K0.0%N/A0.078%
4/1/2024Confluence Investment Management LLC431,101$9.77M0.1%N/A5.457%
2/9/2024Atlantic Private Wealth LLC23,498$543K0.5%+519.0%0.297%
11/9/2023Atlantic Private Wealth LLC3,796$83K0.1%N/A0.060%
10/10/2023Confluence Investment Management LLC449,184$9.88M0.2%-1.3%7.950%
8/23/2023Headinvest LLC23,720$536K0.1%+8.7%0.641%
8/9/2023Flow Traders U.S. LLC101,504$2.36M0.1%+599.5%2.743%
7/3/2023Confluence Investment Management LLC454,979$10.57M0.2%N/A13.999%
5/9/2023Epic Trust Investment Advisors LLC24,673$589K0.7%+11.0%0.931%
2/14/2023Headinvest LLC19,655$454K0.1%+27.5%0.936%
2/9/2023Atlantic Union Bankshares Corp127,728$2.95M0.3%N/A6.082%
12/28/2022Headinvest LLC15,415$358K0.1%N/A7.708%
11/15/2022Flow Traders U.S. LLC12,969$301K0.0%N/A6.485%


IBTM Institutional Ownership - Frequently Asked Questions

During the previous two years, 23 institutional investors and hedge funds held shares of iShares iBonds Dec 2032 Term Treasury ETF. The most heavily invested institutionals were Confluence Investment Management LLC ($15.28M), Janney Montgomery Scott LLC ($12.64M), Ameriprise Financial Inc. ($8.33M), Atlantic Private Wealth LLC ($6.67M), Parallel Advisors LLC ($3.74M), NewEdge Advisors LLC ($3.59M), and Flow Traders U.S. LLC ($3.58M).Learn more on iShares iBonds Dec 2032 Term Treasury ETF's institutional investors.

Of the 21 institutional investors that purchased iShares iBonds Dec 2032 Term Treasury ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Confluence Investment Management LLC ($712.63K), Ameriprise Financial Inc. ($350.43K), Parallel Advisors LLC ($259.71K), Flow Traders U.S. LLC ($112.23K), Atlantic Private Wealth LLC ($112.11K), Janney Montgomery Scott LLC ($82.72K), and Boston Family Office LLC ($71.39K).

Institutional investors have bought a total of 1,386,186 shares in the last 24 months. This purchase volume represents approximately $31.00M in transactions.

The following institutional investors have sold iShares iBonds Dec 2032 Term Treasury ETF stock in the last 24 months: NewEdge Advisors LLC ($210.40K), Confluence Investment Management LLC ($99.56K), IFP Advisors Inc ($29.88K), Reliant Wealth Planning ($11.18K), and Integrated Wealth Concepts LLC ($1.89K).

Institutional investors have sold a total of 352,912 shares in the last 24 months. This volume of shares sold represents approximately $8.13M in transactions.



Institutional ownership data for NASDAQ:IBTM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/1/2026. New 13F filings are added each quarter as they're published.
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