IBEX Ownership | Who Owns IBEX?
IBEX Ownership Summary
IBEX is owned by 57.03% institutional investors, 6.06% insiders, and 36.91% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 6.80% of IBEX shares. Avantis US Small Cap Value ETF is the top mutual fund, with 2.94% of its assets in IBEX shares.
IBEX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | IBEX | 57.03% | 6.06% | 36.91% |
| Sector | Technology Stocks | 35.36% | 13.13% | 51.51% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 916.50K | 6.80% | $34.99M |
| American century companies | 590.05K | 4.02% | $23.91M |
| Acadian asset management | 471.47K | 3.50% | $17.99M |
| Blackrock | 530.53K | 3.04% | $8.58M |
| Jpmorgan chase | 376.94K | 2.80% | $14.39M |
| Dimensional fund advisors lp | 358.19K | 2.66% | $9.61M |
| Ameriprise financial | 339.53K | 2.31% | $13.76B |
| Royce & associates lp | 284.17K | 2.11% | $10.85M |
| Boston partners | 275.05K | 2.04% | $10.50M |
| Hillsdale investment management | 264.20K | 1.96% | $7.09M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Globeflex capital l p | 207.78K | 1.21% | $7.93M |
| Sheets smith investment management | 39.30K | 1.03% | $1.59M |
| Impact capital partners | 90.29K | 0.73% | $2.42M |
| Pvg asset management | 5.99K | 0.49% | $228.81K |
| Watershed asset management | 16.88K | 0.47% | $452.64K |
| Oberweis asset management inc/ | 236.00K | 0.37% | $9.56M |
| Jackson creek investment advisors | 46.04K | 0.36% | $1.24M |
| Essex investment management | 58.00K | 0.36% | $2.35M |
| Virtus etf advisers | 12.85K | 0.34% | $520.68K |
| Perritt capital management | 15.35K | 0.29% | $621.98K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Marshall wace, llp | 189.66K | 0.01% | 189.66K |
| Pinnacle associates | 164.10K | 0.06% | 134.49K |
| Invesco | 89.51K | 0.00% | 59.69K |
| Squarepoint ops | 66.57K | 0.00% | 58.20K |
| Charles schwab investment management | 177.07K | 0.00% | 53.17K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kennedy capital management | - | - | -132.24K |
| Arrowstreet capital, limited partnership | 92.91K | 0.00% | -131.44K |
| Ameriprise financial | 339.53K | 0.00% | -106.42K |
| Wellington management group llp | 274.04K | 0.00% | -82.08K |
| American century companies | 590.05K | 0.01% | -79.88K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sei investments | 37.72K | 0.00% | 37.72K | $1.44M |
| North star investment management | 20.00K | 0.03% | 20.00K | $536.40K |
| Watershed asset management | 16.88K | 0.47% | 16.88K | $452.64K |
| Virtus etf advisers | 12.85K | 0.34% | 12.85K | $520.68K |
| Hrt financial lp | 11.89K | 0.00% | 11.89K | $454.00K |
Sold Out
| Holder | Change |
|---|---|
| Point72 asia (singapore) pte. | -1.00 |
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Covestor | -18.00 |
| First horizon advisors | -44.00 |
| Capital performance advisors llp | -44.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 121 | -21.94% | 7,618,971 | -24.29% | 57 | 1.21% | 64 | -23.81% | 46 | -13.21% |
| Sep 30, 2025 | 146 | 10.61% | 9,755,693 | 2.90% | 66 | 1.30% | 81 | 9.46% | 49 | 4.26% |
| Jun 30, 2025 | 138 | -3.50% | 9,952,230 | 0.88% | 75 | 1.36% | 76 | -12.64% | 50 | 21.95% |
| Mar 31, 2025 | 142 | 20.34% | 9,846,195 | 21.07% | 74 | 2.57% | 86 | 7.50% | 41 | 115.79% |
| Dec 31, 2024 | 63 | -35.05% | 5,160,643 | -21.48% | 30 | 2.02% | 41 | -30.51% | 11 | -50.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Avantis US Small Cap Value ETF | 394.45K | 2.94% | - |
| iShares Russell 2000 ETF | 243.74K | 1.82% | 2.07K |
| Oberweis Micro-Cap | 236.00K | 1.76% | - |
| Oberweis Micro-Cap Growth | 236.00K | 1.76% | - |
| Columbia Small Cap Value I A | 222.98K | 1.67% | 6.10K |
| Columbia Small Cap Value I | 216.88K | 1.62% | -89.54K |
| Columbia Small Cap Value Discovery Fund | 208.28K | 1.55% | 9.50K |
| Columbia Small Cap Value Discv A | 208.28K | 1.55% | - |
| Boston Partners Small Cap Value II Inv | 204.42K | 1.52% | - |
| Royce Small-Cap Composite | 160.63K | 1.20% | 17.34K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 02, 2025 | Ballou-Aares Daniella | - | Sell | $17.50K |
| Mar 13, 2025 | Ballou-Aares Daniella | - | Sell | $141.50K |
| Mar 13, 2025 | Ballou-Aares Daniella | - | Sell | $3.80K |
| Feb 23, 2026 | Dechant Robert Thomas | Chief Executive Officer | Sell | $170.75K |
| Feb 19, 2026 | Dechant Robert Thomas | Chief Executive Officer | Sell | $178.36K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 7 |
| 2025 Q4 | - | 7 |
| 2025 Q3 | - | 17 |
| 2025 Q2 | - | 6 |
| 2025 Q1 | - | 47 |
IBEX Ownership FAQ
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