Who owns iShares iBonds Dec 2026 Term Treasury ETF?
Institutional ownership of IBTG from SEC Form 13F filings across 175 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.
175
13F holders
$1.37B
value, 2026 filers
60.2%
of shares outstanding (60.9M sh)
18
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 | Integrated Wealth Concepts LLC | 2.8M | $64.7M | 0.3% | 2.8% | +77.1% |
| 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% | -53.0% |
| 10 | Connecticut Wealth Management, LLC | 1.9M | $44.1M | 1.6% | 1.9% | +7.0% |
| 11 | Financial Advisory Corp | 1.6M | $36.4M | 4.8% | 1.6% | -0.7% |
| 12 | Arax Advisory PartnersNEW | 1.5M | $35.2M | 0.2% | 1.5% | new |
| 13 | UBS Group AG | 1.5M | $33.8M | 0.0% | 1.5% | -8.1% |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 1.4M | $32.3M | 0.0% | 1.4% | +3.4% |
| 15 | RAYMOND JAMES FINANCIAL INC | 1.4M | $31.7M | 0.0% | 1.4% | -18.0% |
| 16 | Wealthspire Advisors, LLC | 1.3M | $29.2M | 0.2% | 1.3% | +24.4% |
| 17 | Krilogy Financial LLC | 993,197 | $22.7M | 0.7% | 1% | +7.9% |
| 18 | OneAscent Financial Services LLC | 911,609 | $20.9M | 1.0% | 0.9% | +0.6% |
| 19 | Carnegie Investment Counsel | 775,246 | $17.7M | 0.4% | 0.8% | -7.9% |
| 20 | Apella Capital, LLC | 738,612 | $16.9M | 0.2% | 0.7% | -4.9% |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 730,648 | $16.7M | 0.0% | 0.7% | +8.8% |
| 22 | OSAIC HOLDINGS, INC. | 711,891 | $16.3M | 0.0% | 0.7% | -7.3% |
| 23 | MV CAPITAL MANAGEMENT, INC. | 703,839 | $16.1M | 1.4% | 0.7% | +1.2% |
| 24 | Stratos Wealth Partners, LTD. | 702,959 | $16.1M | 0.2% | 0.7% | +1.2% |
| 25 | Baird Financial Group, Inc. | 559,719 | $12.8M | 0.0% | 0.6% | +5.8% |
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.