IBEX Ownership | Who Owns IBEX?
IBEX Ownership Summary
IBEX is owned by 66.46% institutional investors, 5.99% insiders, and 27.55% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 6.40% of IBEX shares. Avantis US Small Cap Value ETF is the top mutual fund, with 2.05% of its assets in IBEX shares.
IBEX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | IBEX | 66.46% | 5.99% | 27.55% |
| Sector | Technology Stocks | 50.69% | 12.56% | 36.75% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 939.65K | 6.40% | $38.07M |
| American century companies | 590.05K | 4.02% | $23.91M |
| Acadian asset management | 449.71K | 3.06% | $18.21M |
| Blackrock | 530.53K | 3.04% | $8.58M |
| Jpmorgan chase | 347.58K | 2.37% | $14.08M |
| Ameriprise financial | 339.53K | 2.31% | $13.76B |
| Dimensional fund advisors lp | 325.36K | 2.22% | $13.18M |
| Royce & associates lp | 317.34K | 2.16% | $12.86M |
| Morgan stanley | 288.76K | 1.97% | $11.70M |
| Wellington management group llp | 274.04K | 1.87% | $11.10M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Globeflex capital l p | 218.95K | 1.37% | $8.87M |
| Impact capital partners | 108.49K | 1.32% | $4.40M |
| Sheets smith investment management | 39.30K | 1.03% | $1.59M |
| Jackson creek investment advisors | 48.93K | 0.57% | $1.98M |
| Morganrosel wealth management | 47.05K | 0.49% | $1.91M |
| Denali advisors | 104.61K | 0.48% | $4.24M |
| Oberweis asset management inc/ | 236.00K | 0.37% | $9.56M |
| Essex investment management | 58.00K | 0.36% | $2.35M |
| Virtus etf advisers | 12.85K | 0.34% | $520.68K |
| Hillsdale investment management | 259.50K | 0.32% | $10.51M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Marshall wace, llp | 189.66K | 0.01% | 189.66K |
| Walleye capital | 114.00K | 0.02% | 114.00K |
| Jpmorgan chase | 347.58K | 0.00% | 95.59K |
| Morgan stanley | 288.76K | 0.00% | 90.96K |
| Invesco | 89.51K | 0.00% | 59.69K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Arrowstreet capital, limited partnership | 224.34K | 0.01% | -164.89K |
| Kennedy capital management | - | - | -132.24K |
| 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 |
|---|---|---|---|---|
| Walleye capital | 114.00K | 0.02% | 114.00K | $4.62M |
| Kestra advisory services | 46.08K | 0.01% | 46.08K | $1.87M |
| Virtus etf advisers | 12.85K | 0.34% | 12.85K | $520.68K |
| Ieq capital | 11.34K | 0.00% | 11.34K | $459.62K |
| Dynamic technology lab private | 10.03K | 0.07% | 10.03K | $406.00M |
Sold Out
| Holder | Change |
|---|---|
| Point72 asia (singapore) pte. | -1.00 |
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Capital performance advisors llp | -44.00 |
| First horizon advisors | -44.00 |
| Cibc private wealth group | -103.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 97 | 36.62% | 6,572,413 | 1.01% | 38 | 2.81% | 59 | 55.26% | 22 | -12.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Avantis US Small Cap Value ETF | 274.74K | 2.05% | 840.00 |
| iShares Russell 2000 ETF | 254.66K | 1.90% | - |
| American Century Small Cap Value Inv | 240.00K | 1.79% | -125.00K |
| American Century U.S. Small Cap Value | 240.00K | 1.79% | -125.00K |
| Oberweis Micro-Cap | 236.00K | 1.76% | 87.30K |
| Oberweis Micro-Cap Growth | 236.00K | 1.76% | 87.30K |
| Columbia Small Cap Value I A | 222.98K | 1.67% | 6.10K |
| Columbia Small Cap Value Discv A | 222.98K | 1.67% | 6.10K |
| Columbia Small Cap Value I | 216.88K | 1.62% | -89.54K |
| Columbia Small Cap Value Discovery Fund | 216.88K | 1.62% | -89.54K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 02, 2025 | Inson Paul Joseph | Chief People Officer | Sell | $27.59K |
| Oct 02, 2025 | Trofimuk-O'Connor Christina Alice | Chief Legal Officer | Sell | $39.62K |
| Oct 02, 2025 | Dawson Bruce Neil | Chief Sales and CS Officer | Sell | $37.96K |
| Oct 02, 2025 | Casteel Julie K | Chief Sales/Marketing Officer | Sell | $31.90K |
| Oct 02, 2025 | Afdahl David Martin | Chief Operating Officer | Sell | $43.66K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 7 |
| 2025 Q3 | - | 17 |
| 2025 Q2 | - | 6 |
| 2025 Q1 | - | 47 |
| 2024 Q4 | - | 36 |
IBEX Ownership FAQ
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