IBTK Institutional Ownership
iShares iBonds Dec 2030 Term Treasury ETF
1W: -0.1%
1M: -1.7%
3M: -2.8%
YTD: -4.0%
1Y: -3.8%
3Y: +9.9%
5Y: -9.2%
$18.94
-0.04 (-0.21%)
Weekly Expected Move ±0.5%
$19
$19
$19
$19
$19
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IBTK
188
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
718M
Total Invested
21
New Positions
97
Increased
41
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (201 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 3,148,800 | 60M | -582,930 | -15.6% | 17Q | SEC ↗ |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 2,861,909 | 54M | +209,772 | +7.9% | 10Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 2,030,426 | 38M | +196,772 | +10.7% | 15Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 1,383,189 | 26M | +120,164 | +9.5% | 17Q | SEC ↗ |
| 5 | TITLEIST ASSET MANAGEMENT, LLC | 1,373,804 | 26M | +143,744 | +11.7% | 6Q | SEC ↗ |
| 6 | BlackRock, Inc. | 1,352,130 | 26M | +588,616 | +77.1% | 5Q | SEC ↗ |
| 7 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,341,750 | 25M | +105,444 | +8.5% | 7Q | SEC ↗ |
| 8 | HM PAYSON & CO | 1,203,728 | 23M | +500,974 | +71.3% | 3Q | SEC ↗ |
| 9 | MML INVESTORS SERVICES, LLC | 1,058,574 | 20M | +350,752 | +49.6% | 6Q | SEC ↗ |
| 10 | D.A. DAVIDSON & CO. | 1,010,033 | 19M | +87,330 | +9.5% | 15Q | SEC ↗ |
| 11 | Journey Advisory Group, LLC | 902,785 | 17M | +51,372 | +6.0% | 6Q | SEC ↗ |
| 12 | CWM, LLC | 836,477 | 16M | +49,874 | +6.3% | 8Q | SEC ↗ |
| 13 | MKT Advisors LLC | 712,012 | 13M | +39,671 | +5.9% | 3Q | SEC ↗ |
| 14 | AMERIPRISE FINANCIAL INC | 709,148 | 13M | +21,722 | +3.2% | 9Q | SEC ↗ |
| 15 | Wealth Management Strategies, Inc. | 686,872 | 13M | +20,987 | +3.2% | 3Q | SEC ↗ |
| 16 | Denver PWM, LLC | 684,939 | 13M | -9,579 | -1.4% | 2Q | SEC ↗ |
| 17 | UBS Group AG | 665,373 | 13M | -27,193 | -3.9% | 16Q | SEC ↗ |
| 18 | Probity Advisors, Inc. | 601,267 | 11M | +52,503 | +9.6% | 11Q | SEC ↗ |
| 19 | Legacy Private Trust Co. | 577,483 | 11M | +31,954 | +5.9% | 10Q | SEC ↗ |
| 20 | SHELTON WEALTH MANAGEMENT, LLC | 554,476 | 10M | +39,375 | +7.6% | 6Q | SEC ↗ |
| 21 | NewEdge Advisors, LLC | 540,886 | 10M | +40,753 | +8.1% | 15Q | SEC ↗ |
| 22 | BAILARD, INC. | 536,041 | 10M | -3,360 | -0.6% | 3Q | SEC ↗ |
| 23 | Waycross Investment Management Co | 531,033 | 10M | +9,933 | +1.9% | 11Q | SEC ↗ |
| 24 | EIGHT 31 FINANCIAL, LLC | 517,756 | 10M | +14,684 | +2.9% | 6Q | SEC ↗ |
| 25 | ROYAL BANK OF CANADA | 496,614 | 9M | -4,004 | -0.8% | 14Q | SEC ↗ |
| 26 | Krilogy Financial LLC | 495,545 | 9M | +33,467 | +7.2% | 18Q | SEC ↗ |
| 27 | Heartwood Wealth Advisors LLC | 493,754 | 9M | +8,024 | +1.7% | 2Q | SEC ↗ |
| 28 | Trust Co | 490,577 | 9M | +4,745 | +1.0% | 8Q | SEC ↗ |
| 29 | MORGAN STANLEY | 483,015 | 9M | -115,172 | -19.3% | 17Q | SEC ↗ |
| 30 | Arax Advisory Partners NEW | 459,994 | 9M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Snowden Capital Advisors LLC | 454,129 | 9M | +4,949 | +1.1% | 12Q | SEC ↗ |
| 32 | RAYMOND JAMES FINANCIAL INC | 426,449 | 8M | -385,444 | -47.5% | 7Q | SEC ↗ |
| 33 | LPL Financial LLC | 396,135 | 8M | +4,040 | +1.0% | 14Q | SEC ↗ |
| 34 | Cetera Investment Advisers | 356,942 | 7M | +38,305 | +12.0% | 11Q | SEC ↗ |
| 35 | REBALANCE, LLC | 297,499 | 6M | +34,078 | +12.9% | 5Q | SEC ↗ |
| 36 | Baird Financial Group, Inc. | 284,901 | 5M | +29,434 | +11.5% | 3Q | SEC ↗ |
| 37 | Stockman Wealth Management, Inc. | 276,786 | 5M | +10,801 | +4.1% | 13Q | SEC ↗ |
| 38 | COMMONWEALTH EQUITY SERVICES, LLC | 272,855 | 5M | +21,630 | +8.6% | 11Q | SEC ↗ |
| 39 | CENTRAL TRUST Co | 265,398 | 5M | +9,740 | +3.8% | 14Q | SEC ↗ |
| 40 | Asset Dedication, LLC | 253,041 | 5M | +23,421 | +10.2% | 9Q | SEC ↗ |
| 41 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 234,846 | 4M | +16,450 | +7.5% | 11Q | SEC ↗ |
| 42 | THOROUGHBRED FINANCIAL SERVICES, LLC | 230,021 | 4M | +25,302 | +12.4% | 10Q | SEC ↗ |
| 43 | Accretive Wealth Partners, LLC | 211,769 | 4M | +40,741 | +23.8% | 11Q | SEC ↗ |
| 44 | CHATHAM CAPITAL GROUP, INC. | 198,375 | 4M | +12,380 | +6.7% | 8Q | SEC ↗ |
| 45 | HOWLAND CAPITAL MANAGEMENT LLC | 197,806 | 4M | +22,190 | +12.6% | 7Q | SEC ↗ |
| 46 | Parallel Advisors, LLC | 196,725 | 4M | +14,760 | +8.1% | 8Q | SEC ↗ |
| 47 | Janney Montgomery Scott LLC | 196,484 | 4M | +8,041 | +4.3% | 10Q | SEC ↗ |
| 48 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 169,590 | 3M | +31,721 | +23.0% | 14Q | SEC ↗ |
| 49 | BOSTON FAMILY OFFICE LLC | 164,416 | 3M | +21,949 | +15.4% | 9Q | SEC ↗ |
| 50 | HighTower Advisors, LLC | 159,424 | 3M | +3,453 | +2.2% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Arax Advisory Partners | 459,994 | 9M |
| Community Financial Services Group, | 36,747 | 696K |
| Modern Wealth Management, LLC | 26,874 | 509K |
| Creative Planning | 25,772 | 488K |
| XY Planning Network, Inc. | 21,407 | 405K |
| Northstar Group, Inc. | 17,267 | 327K |
| Single Point Partners, LLC | 16,943 | 321K |
| KOM Wealth Management Group, LLC | 15,558 | 295K |
| Opus Capital Group, LLC | 15,330 | 290K |
| Vestmark Advisory Solutions, Inc. | 14,894 | 282K |
| SPRENG CAPITAL MANAGEMENT, INC. | 13,758 | 261K |
| CreativeOne Wealth, LLC | 10,037 | 190K |
| MATHER GROUP, LLC. | 8,348 | 158K |
| Key Financial Inc | 5,540 | 105K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 5,063 | 96K |
| FIDUCIARY FINANCIAL ADVISORS | 4,292 | 81K |
| NBH Bank | 3,134 | 59K |
| Financial Connections Group, Inc. | 2,715 | 51K |
| MCF Advisors LLC | 2,616 | 50K |
| Longview Financial Advisors LLC | 1,148 | 22K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Tower Research Capital LLC (TRC) | 121,656 | 2M |
| FF Advisors,LLC | 53,279 | 1M |
| FLOW TRADERS U.S. LLC | 46,254 | 876K |
| GOLDMAN SACHS GROUP INC | 41,232 | 781K |
| Richmond Investment Services, LLC | 31,847 | 603K |
| Walleye Partners, LLC | 28,789 | 545K |
| STAR Financial Bank | 17,090 | 324K |
| Stratos Wealth Partners, LTD. | 10,383 | 197K |
| PRIVATE MANAGEMENT GROUP INC | 10,032 | 190K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 10,030 | 190K |
| MAI Capital Management | 4,937 | 93K |
| Holos Integrated Wealth LLC | 2,078 | 39K |
| Kohmann Bosshard Financial Services | 2,005 | 38K |
| Steward Partners Investment Advisor | 1,511 | 29K |
| HAZLETT, BURT & WATSON, INC. | 900 | 17K |
| Clayton Financial Group LLC | 787 | 15K |
| Intentional Wealth Strategies, LLC | 719 | 14K |
| Root Financial Partners, LLC | 609 | 12K |
| Advisory Services Network, LLC | 558 | 11K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 196 | 4K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +588,616 | +77.1% | 1,352,130 |
| HM PAYSON & CO | +500,974 | +71.3% | 1,203,728 |
| MML INVESTORS SERVICES, LLC | +350,752 | +49.6% | 1,058,574 |
| MERCER GLOBAL ADVISORS INC /ADV | +209,772 | +7.9% | 2,861,909 |
| BANK OF AMERICA CORP /DE | +196,772 | +10.7% | 2,030,426 |
| TITLEIST ASSET MANAGEMENT, LLC | +143,744 | +11.7% | 1,373,804 |
| ENVESTNET ASSET MANAGEMENT INC | +120,164 | +9.5% | 1,383,189 |
| UNITED CAPITAL FINANCIAL ADVISORS, | +105,444 | +8.5% | 1,341,750 |
| D.A. DAVIDSON & CO. | +87,330 | +9.5% | 1,010,033 |
| Integrated Wealth Concepts LLC | +53,147 | +52.9% | 153,569 |
| Probity Advisors, Inc. | +52,503 | +9.6% | 601,267 |
| Journey Advisory Group, LLC | +51,372 | +6.0% | 902,785 |
| OSAIC HOLDINGS, INC. | +50,903 | +93.6% | 105,280 |
| CWM, LLC | +49,874 | +6.3% | 836,477 |
| NewEdge Advisors, LLC | +40,753 | +8.1% | 540,886 |
| Accretive Wealth Partners, LLC | +40,741 | +23.8% | 211,769 |
| MKT Advisors LLC | +39,671 | +5.9% | 712,012 |
| SHELTON WEALTH MANAGEMENT, LLC | +39,375 | +7.6% | 554,476 |
| Cetera Investment Advisers | +38,305 | +12.0% | 356,942 |
| REBALANCE, LLC | +34,078 | +12.9% | 297,499 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | -582,930 | -15.6% | 3,148,800 |
| RAYMOND JAMES FINANCIAL INC | -385,444 | -47.5% | 426,449 |
| MORGAN STANLEY | -115,172 | -19.3% | 483,015 |
| CITADEL ADVISORS LLC | -48,795 | -36.2% | 86,097 |
| UBS Group AG | -27,193 | -3.9% | 665,373 |
| Granite Harbor Advisors, Inc. | -16,505 | -40.0% | 24,765 |
| Focus Partners Wealth | -12,378 | -29.9% | 29,078 |
| Denver PWM, LLC | -9,579 | -1.4% | 684,939 |
| Keeler Thomas Management LLC | -8,851 | -21.3% | 32,663 |
| Financial Engines Advisors L.L.C. | -4,214 | -4.2% | 96,566 |
| Old Port Advisors | -4,128 | -6.7% | 57,705 |
| ROYAL BANK OF CANADA | -4,004 | -0.8% | 496,614 |
| FIRST NATIONAL BANK OF OMAHA | -3,678 | -5.7% | 60,633 |
| BAILARD, INC. | -3,360 | -0.6% | 536,041 |
| ATWOOD & PALMER INC | -2,885 | -3.2% | 87,410 |
| BIP Wealth, LLC | -2,783 | -7.7% | 33,580 |
| Mechanics Bank Trust Department | -2,500 | -2.7% | 90,500 |
| Atlantic Private Wealth, LLC | -2,229 | -6.7% | 30,827 |
| CARY STREET PARTNERS FINANCIAL LLC | -1,408 | -3.9% | 34,881 |
| Belpointe Asset Management LLC | -1,224 | -1.5% | 78,858 |