Who owns iShares iBonds Dec 2044 Term Treasury ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IBGA from SEC Form 13F filings across 8 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 8 institutions disclosed 3.8M shares of iShares iBonds Dec 2044 Term Treasury ETF worth $91.7M — about 86.8% of shares outstanding; the largest disclosed holder is SUMMITRY LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
8
13F holders
$91.7M
value, 2026 filers
86.8%
of shares outstanding (3.8M sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IBGA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | SUMMITRY LLC | 1.9M | $46.0M | 1.5% | 43.6% | +1.8% |
| 2 | Atlantic Union Bankshares Corp | 1.7M | $40.8M | 0.7% | 38.6% | +26.0% |
| 3 | BANK OF AMERICA CORP /DE/ | 135,923 | $3.3M | 0.0% | 3.1% | +6.4% |
| 4 | INSIGNEO ADVISORY SERVICES, LLCNEW | 30,303 | $740,557 | 0.0% | 0.7% | new |
| 5 | MML INVESTORS SERVICES, LLC | 14,262 | $348,552 | 0.0% | 0.3% | +1.2% |
| 6 | ROYAL BANK OF CANADA | 11,733 | $287,000 | 0.0% | 0.3% | +49.5% |
| 7 | OSAIC HOLDINGS, INC. | 5,121 | $125,157 | 0.0% | 0.1% | 0.0% |
| 8 | NewEdge Advisors, LLCNEW | 2,116 | $51,712 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.