Who owns iShares iBonds Dec 2027 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 IBTH from SEC Form 13F filings across 315 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, 315 institutions disclosed 83.1M shares of iShares iBonds Dec 2027 Term Treasury ETF worth $1.86B — about 84.1% of shares outstanding; the largest disclosed holder is HM PAYSON & CO. Source: SEC Form 13F filings, parsed by EvidInvest.
315
13F holders
$1.86B
value, 2026 filers
84.1%
of shares outstanding (83.1M 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 IBTH's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | HM PAYSON & CO | 6.6M | $147.9M | 2.0% | 6.7% | -2.2% |
| 2 | BANK OF AMERICA CORP /DE/ | 4.3M | $96.5M | 0.0% | 4.4% | +14.5% |
| 3 | MORGAN STANLEY | 3.8M | $85.5M | 0.0% | 3.9% | +3.1% |
| 4 | NorthCoast Asset Management LLC | 3.3M | $72.9M | 1.6% | 3.3% | +23.6% |
| 5 | GLOBALT Investments LLC / GA | 2.9M | $65.8M | 2.2% | 3% | -1.8% |
| 6 | MERCER GLOBAL ADVISORS INC /ADV | 2.7M | $60.1M | 0.1% | 2.7% | +9.0% |
| 7 | NewEdge Advisors, LLCNEW | 2.0M | $45.6M | 0.1% | 2.1% | new |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 2.0M | $45.3M | 0.0% | 2% | +6.5% |
| 9 | WELLS FARGO & COMPANY/MN | 2.0M | $44.6M | 0.0% | 2% | -20.0% |
| 10 | LPL Financial LLC | 1.9M | $43.0M | 0.0% | 1.9% | +6.1% |
| 11 | RAYMOND JAMES FINANCIAL INC | 1.8M | $39.6M | 0.0% | 1.8% | -5.5% |
| 12 | UBS Group AG | 1.7M | $37.9M | 0.0% | 1.7% | -0.3% |
| 13 | Brookstone Capital Management | 1.7M | $37.4M | 0.4% | 1.7% | -2.9% |
| 14 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1.6M | $35.1M | 0.2% | 1.6% | +6.0% |
| 15 | Arax Advisory PartnersNEW | 1.6M | $34.9M | 0.2% | 1.6% | new |
| 16 | Stratos Wealth Advisors, LLC | 1.5M | $34.6M | 1.9% | 1.6% | +20.2% |
| 17 | Connecticut Wealth Management, LLC | 1.4M | $32.1M | 1.2% | 1.5% | +15.6% |
| 18 | Integrated Wealth Concepts LLC | 1.4M | $30.9M | 0.2% | 1.4% | +5.3% |
| 19 | Financial Advisory Corp | 1.3M | $29.8M | 4.0% | 1.3% | +10.5% |
| 20 | Focus Partners Wealth | 1.2M | $27.2M | 0.0% | 1.2% | -13.6% |
| 21 | BlackRock, Inc. | 1.2M | $26.5M | 0.0% | 1.2% | +75.6% |
| 22 | Stratos Wealth Partners, LTD. | 1.1M | $24.1M | 0.2% | 1.1% | +2.7% |
| 23 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 980,870 | $21.9M | 0.3% | 1% | +4.2% |
| 24 | Capital Investment Advisors, LLC | 891,306 | $19.9M | 0.3% | 0.9% | -1.0% |
| 25 | Journey Advisory Group, LLC | 853,470 | $19.1M | 1.5% | 0.9% | -2.1% |
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.