Who owns iShares iBonds Dec 2031 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 IBTL from SEC Form 13F filings across 135 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, 135 institutions disclosed 23.4M shares of iShares iBonds Dec 2031 Term Treasury ETF worth $471.6M — about 80.9% of shares outstanding; the largest disclosed holder is WELLS FARGO & COMPANY/MN. Source: SEC Form 13F filings, parsed by EvidInvest.
135
13F holders
$471.6M
value, 2026 filers
80.9%
of shares outstanding (23.4M sh)
27
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 IBTL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 2.5M | $51.4M | 0.0% | 8.8% | -14.0% |
| 2 | TRUE Private Wealth Advisors | 1.7M | $34.1M | 2.9% | 5.9% | -9.3% |
| 3 | BlackRock, Inc.NEW | 1.3M | $26.4M | 0.0% | 4.5% | new |
| 4 | CONFLUENCE INVESTMENT MANAGEMENT LLCNEW | 1.1M | $22.2M | 0.3% | 3.8% | new |
| 5 | TITLEIST ASSET MANAGEMENT, LLC | 990,421 | $20.0M | 1.3% | 3.4% | +3.7% |
| 6 | BANK OF AMERICA CORP /DE/ | 913,630 | $18.4M | 0.0% | 3.2% | +15.8% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 892,700 | $18.0M | 0.0% | 3.1% | +4.1% |
| 8 | Krilogy Financial LLC | 753,026 | $15.2M | 0.4% | 2.6% | +6.7% |
| 9 | MORGAN STANLEY | 730,848 | $14.8M | 0.0% | 2.5% | +1.9% |
| 10 | NewEdge Advisors, LLCNEW | 676,777 | $13.7M | 0.0% | 2.3% | new |
| 11 | AMERIPRISE FINANCIAL INC | 655,984 | $13.2M | 0.0% | 2.3% | +0.5% |
| 12 | Probity Advisors, Inc. | 558,788 | $11.3M | 1.6% | 1.9% | +11.1% |
| 13 | SHELTON WEALTH MANAGEMENT, LLC | 536,805 | $10.8M | 4.3% | 1.9% | +8.3% |
| 14 | MERCER GLOBAL ADVISORS INC /ADV | 484,813 | $9.8M | 0.0% | 1.7% | +108.2% |
| 15 | PARK AVENUE SECURITIES LLC | 470,144 | $9.5M | 0.1% | 1.6% | -13.1% |
| 16 | Legacy Private Trust Co. | 455,751 | $9.2M | 0.5% | 1.6% | +6.4% |
| 17 | RAYMOND JAMES FINANCIAL INC | 445,255 | $9.0M | 0.0% | 1.5% | +21.3% |
| 18 | Snowden Capital Advisors LLC | 406,659 | $8.2M | 0.2% | 1.4% | +1.6% |
| 19 | Headland Capital, LLC | 405,441 | $8.2M | 2.0% | 1.4% | +8.1% |
| 20 | HighTower Advisors, LLC | 399,026 | $8.1M | 0.0% | 1.4% | +11.5% |
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 396,107 | $8.0M | 0.0% | 1.4% | +9.1% |
| 22 | FORONJY FINANCIAL LLC | 337,588 | $6.8M | 2.5% | 1.2% | +6.7% |
| 23 | SPRENG CAPITAL MANAGEMENT, INC. | 314,831 | $6.4M | 2.3% | 1.1% | +3.1% |
| 24 | FAGAN ASSOCIATES, INC. | 277,458 | $5.6M | 0.7% | 1% | +1.9% |
| 25 | Stockman Wealth Management, Inc. | 264,766 | $5.3M | 0.6% | 0.9% | +5.0% |
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.