Who owns iShares iBonds Dec 2030 Term Treasury ETF?
Institutional ownership of IBTK from SEC Form 13F filings across 96 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.
96
13F holders
$466.7M
value, 2026 filers
81.1%
of shares outstanding (24.5M sh)
12
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 IBTK's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 3.1M | $61.5M | 0.0% | 10.4% | -15.6% |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 2.9M | $55.9M | 0.1% | 9.5% | +7.9% |
| 3 | BANK OF AMERICA CORP /DE/ | 2.0M | $39.7M | 0.0% | 6.7% | +10.7% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 1.4M | $27.0M | 0.0% | 4.6% | +9.5% |
| 5 | BlackRock, Inc. | 1.4M | $26.4M | 0.0% | 4.5% | +77.1% |
| 6 | HM PAYSON & CO | 1.2M | $23.5M | 0.3% | 4% | +71.3% |
| 7 | MML INVESTORS SERVICES, LLC | 1.1M | $20.7M | 0.0% | 3.5% | +49.6% |
| 8 | D.A. DAVIDSON & CO. | 1.0M | $19.7M | 0.1% | 3.3% | +9.5% |
| 9 | AMERIPRISE FINANCIAL INC | 709,148 | $13.9M | 0.0% | 2.3% | +3.2% |
| 10 | UBS Group AG | 665,373 | $13.0M | 0.0% | 2.2% | -3.9% |
| 11 | NewEdge Advisors, LLCNEW | 540,886 | $10.6M | 0.0% | 1.8% | new |
| 12 | ROYAL BANK OF CANADA | 496,614 | $9.7M | 0.0% | 1.6% | -0.8% |
| 13 | Krilogy Financial LLC | 495,545 | $9.7M | 0.3% | 1.6% | +7.2% |
| 14 | Trust Co | 490,577 | $9.6M | 0.9% | 1.6% | +1.0% |
| 15 | MORGAN STANLEY | 483,015 | $9.4M | 0.0% | 1.6% | -19.3% |
| 16 | Arax Advisory PartnersNEW | 459,994 | $9.0M | 0.1% | 1.5% | new |
| 17 | Snowden Capital Advisors LLC | 454,129 | $8.9M | 0.2% | 1.5% | +1.1% |
| 18 | RAYMOND JAMES FINANCIAL INC | 426,449 | $8.3M | 0.0% | 1.4% | -47.5% |
| 19 | LPL Financial LLC | 396,135 | $7.7M | 0.0% | 1.3% | +1.0% |
| 20 | Cetera Investment Advisers | 356,942 | $7.0M | 0.0% | 1.2% | +12.0% |
| 21 | Baird Financial Group, Inc. | 284,901 | $5.6M | 0.0% | 0.9% | +11.5% |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 272,855 | $5.3M | 0.0% | 0.9% | +8.6% |
| 23 | CENTRAL TRUST Co | 265,398 | $5.2M | 0.1% | 0.9% | +3.8% |
| 24 | Asset Dedication, LLC | 253,041 | $4.9M | 0.3% | 0.8% | +10.2% |
| 25 | THOROUGHBRED FINANCIAL SERVICES, LLC | 230,021 | $4,494 | 0.2% | 0.8% | +12.4% |
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.