IBEX Ownership | Who Owns IBEX?
IBEX Ownership Summary
IBEX is owned by 19.71% institutional investors, 7.05% insiders, and 73.24% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.13% of IBEX shares. Avantis US Small Cap Value ETF is the top mutual fund, with 3.47% of its assets in IBEX shares.
IBEX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | IBEX | 19.71% | 7.05% | 73.24% |
| Sector | Technology Stocks | 53.83% | 15.00% | 31.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 959.76K | 7.13% | $25.74M |
| American century companies | 680.77K | 5.05% | $18.26M |
| Acadian asset management | 413.56K | 3.07% | $11.09M |
| Blackrock | 530.53K | 3.04% | $8.58M |
| Two sigma investments, lp | 383.50K | 2.85% | $10.29M |
| Royce & associates lp | 364.65K | 2.71% | $9.78M |
| Dimensional fund advisors lp | 358.19K | 2.66% | $9.61M |
| Jpmorgan chase | 340.42K | 2.53% | $9.12M |
| Ameriprise financial | 337.50K | 2.51% | $9.05M |
| Boston partners | 287.06K | 2.13% | $7.70M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| G2 investment partners management | 209.52K | 1.38% | $5.62M |
| 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 |
| Globeflex capital l p | 102.47K | 0.42% | $2.75M |
| Perritt capital management | 15.35K | 0.29% | $621.98K |
| Essex investment management | 57.76K | 0.25% | $1.55M |
| Virtus etf advisers | 18.66K | 0.23% | $500.46K |
| Hillsdale investment management | 264.20K | 0.19% | $7.09M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Two sigma investments, lp | 383.50K | 0.01% | 205.25K |
| Pinnacle associates | 164.10K | 0.06% | 134.49K |
| Man group | 120.31K | 0.01% | 120.31K |
| G2 investment partners management | 209.52K | 1.38% | 110.02K |
| Royce & associates lp | 364.65K | 0.10% | 80.48K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kennedy capital management | - | - | -132.24K |
| Globeflex capital l p | 102.47K | 0.42% | -105.31K |
| Walleye capital | - | - | -71.41K |
| Jane street group | - | - | -69.76K |
| Invesco | 37.15K | 0.00% | -64.81K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Man group | 120.31K | 0.01% | 120.31K | $3.23M |
| North star investment management | 20.00K | 0.03% | 20.00K | $536.40K |
| Watershed asset management | 16.88K | 0.47% | 16.88K | $452.64K |
| Susquehanna fundamental investments | 9.38K | 0.01% | 9.38K | $251.54K |
| Envestnet asset management | 8.87K | 0.00% | 8.87K | $237.87K |
Sold Out
| Holder | Change |
|---|---|
| Point72 asia (singapore) pte. | -1.00 |
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Jpl wealth management | -2.00 |
| Frazier financial advisors | -11.00 |
| Wealth preservation advisors | -17.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 65 | -62.21% | 2,655,338 | -74.09% | 19 | 0.34% | 34 | -64.21% | 22 | -65.08% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Avantis US Small Cap Value ETF | 464.09K | 3.47% | 875.00 |
| Vanguard Morn Total Stk Mkt Idx Investor | 341.80K | 2.55% | 341.80K |
| Vanguard MStar Total Stk Mkt Idx Invest | 341.80K | 2.55% | - |
| Vanguard Total Stock Mkt Idx Inv | 341.80K | 2.55% | 341.80K |
| Tieton Small Cap Value | 275.04K | 2.05% | 275.04K |
| iShares Russell 2000 ETF | 266.09K | 1.99% | -4.70K |
| 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 Discv A | 221.68K | 1.66% | 7.20K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 11, 2026 | Casteel Julie K | Chief Sales/Marketing Officer | Sell | $110.18K |
| May 28, 2026 | McGinnis Patrick | - | Sell | $32.64K |
| May 22, 2026 | Greenwald Taylor C | Chief Financial Officer | Sell | $30.87K |
| May 13, 2026 | Dechant Robert Thomas | Chief Executive Officer | Sell | $237.90K |
| May 11, 2026 | Dawson Bruce Neil | Chief Sales and CS Officer | Sell | $102.64K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | - |
| 2026 Q2 | - | 6 |
| 2026 Q1 | - | 7 |
| 2025 Q4 | - | 7 |
| 2025 Q3 | - | 17 |
IBEX Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools