Who owns iShares iBonds Dec 2030 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 IBTK 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.
As of the 2026-06-30 reporting period, 175 institutions disclosed 37.3M shares of iShares iBonds Dec 2030 Term Treasury ETF worth $728.5M — about 123.4% of shares outstanding; the largest disclosed holder is WELLS FARGO & COMPANY/MN. Source: SEC Form 13F filings, parsed by EvidInvest.
175
13F holders
$728.5M
value, 2026 filers
123.4%
of shares outstanding (37.3M sh)
23
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 | TITLEIST ASSET MANAGEMENT, LLC | 1.4M | $26.8M | 1.8% | 4.5% | +11.7% |
| 6 | BlackRock, Inc. | 1.4M | $26.4M | 0.0% | 4.5% | +77.1% |
| 7 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1.3M | $26.2M | 0.1% | 4.4% | +8.5% |
| 8 | HM PAYSON & CO | 1.2M | $23.5M | 0.3% | 4% | +71.3% |
| 9 | MML INVESTORS SERVICES, LLC | 1.1M | $20.7M | 0.0% | 3.5% | +49.6% |
| 10 | D.A. DAVIDSON & CO. | 1.0M | $19.7M | 0.1% | 3.3% | +9.5% |
| 11 | Journey Advisory Group, LLC | 902,785 | $17.6M | 1.3% | 3% | +6.0% |
| 12 | MKT Advisors LLC | 712,012 | $13.8M | 4.3% | 2.4% | +5.9% |
| 13 | AMERIPRISE FINANCIAL INC | 709,148 | $13.9M | 0.0% | 2.3% | +3.2% |
| 14 | Wealth Management Strategies, Inc. | 686,872 | $13.4M | 5.2% | 2.3% | +3.2% |
| 15 | Denver PWM, LLC | 684,939 | $13.3M | 4.4% | 2.3% | -1.4% |
| 16 | UBS Group AG | 665,373 | $13.0M | 0.0% | 2.2% | -3.9% |
| 17 | Probity Advisors, Inc. | 601,267 | $11.7M | 1.7% | 2% | +9.6% |
| 18 | Legacy Private Trust Co. | 577,483 | $11.3M | 0.6% | 1.9% | +5.9% |
| 19 | SHELTON WEALTH MANAGEMENT, LLC | 554,476 | $10.8M | 4.3% | 1.8% | +7.6% |
| 20 | NewEdge Advisors, LLCNEW | 540,886 | $10.6M | 0.0% | 1.8% | new |
| 21 | BAILARD, INC. | 536,041 | $10.5M | 0.2% | 1.8% | -0.6% |
| 22 | Waycross Investment Management Co | 531,033 | $10.4M | 7.9% | 1.8% | +1.9% |
| 23 | EIGHT 31 FINANCIAL, LLC | 517,756 | $10.1M | 6.0% | 1.7% | +2.9% |
| 24 | ROYAL BANK OF CANADA | 496,614 | $9.7M | 0.0% | 1.6% | -0.8% |
| 25 | Krilogy Financial LLC | 495,545 | $9.7M | 0.3% | 1.6% | +7.2% |
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.