Who owns iShares iBonds Dec 2026 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 IBTG from SEC Form 13F filings across 319 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, 319 institutions disclosed 81.2M shares of iShares iBonds Dec 2026 Term Treasury ETF worth $1.86B — about 80.4% of shares outstanding; the largest disclosed holder is HM PAYSON & CO. Source: SEC Form 13F filings, parsed by EvidInvest.
319
13F holders
$1.86B
value, 2026 filers
80.4%
of shares outstanding (81.2M sh)
28
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 IBTG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | HM PAYSON & CO | 5.7M | $129.5M | 1.7% | 5.6% | -4.2% |
| 2 | BANK OF AMERICA CORP /DE/ | 4.3M | $98.5M | 0.0% | 4.3% | +3.6% |
| 3 | MORGAN STANLEY | 4.0M | $91.4M | 0.0% | 3.9% | -2.2% |
| 4 | NorthCoast Asset Management LLC | 3.5M | $79.2M | 1.8% | 3.4% | -23.9% |
| 5 | NewEdge Advisors, LLCNEW | 2.7M | $61.8M | 0.2% | 2.7% | new |
| 6 | LPL Financial LLC | 2.5M | $57.3M | 0.0% | 2.5% | +4.6% |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | 2.4M | $55.8M | 0.1% | 2.4% | -3.4% |
| 8 | WELLS FARGO & COMPANY/MN | 2.4M | $54.8M | 0.0% | 2.4% | +1.3% |
| 9 | Capital Investment Advisors, LLC | 2.3M | $53.5M | 0.7% | 2.3% | -5.9% |
| 10 | Connecticut Wealth Management, LLC | 1.9M | $44.1M | 1.6% | 1.9% | +7.0% |
| 11 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1.9M | $43.7M | 0.2% | 1.9% | +2.6% |
| 12 | Financial Advisory Corp | 1.6M | $36.4M | 4.8% | 1.6% | -0.7% |
| 13 | Integrated Wealth Concepts LLC | 1.6M | $36.4M | 0.2% | 1.6% | -0.3% |
| 14 | SUMMITRY LLC | 1.6M | $35.6M | 1.2% | 1.5% | +1.6% |
| 15 | Arax Advisory PartnersNEW | 1.5M | $35.2M | 0.2% | 1.5% | new |
| 16 | UBS Group AG | 1.5M | $33.8M | 0.0% | 1.5% | -8.1% |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 1.4M | $32.3M | 0.0% | 1.4% | +3.4% |
| 18 | RAYMOND JAMES FINANCIAL INC | 1.4M | $31.7M | 0.0% | 1.4% | -18.0% |
| 19 | Wealthspire Advisors, LLC | 1.3M | $29.2M | 0.2% | 1.3% | +24.4% |
| 20 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1.0M | $23.4M | 0.3% | 1% | -10.5% |
| 21 | Krilogy Financial LLC | 993,197 | $22.7M | 0.7% | 1% | +7.9% |
| 22 | OneAscent Financial Services LLC | 911,609 | $20.9M | 1.0% | 0.9% | +0.6% |
| 23 | Horizon Advisory Services, Inc. | 897,318 | $20.5M | 8.6% | 0.9% | +2.2% |
| 24 | MKT Advisors LLC | 809,577 | $18.5M | 5.7% | 0.8% | +4.1% |
| 25 | Carnegie Investment Counsel | 775,246 | $17.7M | 0.4% | 0.8% | -7.9% |
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.