Who owns iShares iBonds Dec 2032 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 IBTM from SEC Form 13F filings across 106 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, 106 institutions disclosed 14.9M shares of iShares iBonds Dec 2032 Term Treasury ETF worth $337.3M — about 60.9% of shares outstanding; the largest disclosed holder is Krilogy Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
106
13F holders
$337.3M
value, 2026 filers
60.9%
of shares outstanding (14.9M sh)
14
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 IBTM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Krilogy Financial LLC | 2.6M | $59.4M | 1.8% | 10.7% | +6.9% |
| 2 | UBS Group AG | 976,161 | $22.2M | 0.0% | 4% | -2.0% |
| 3 | MORGAN STANLEY | 885,349 | $20.1M | 0.0% | 3.6% | +4.3% |
| 4 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 735,847 | $16.7M | 0.3% | 3% | -8.5% |
| 5 | RAYMOND JAMES FINANCIAL INC | 532,804 | $12.1M | 0.0% | 2.2% | +1.1% |
| 6 | D.A. DAVIDSON & CO. | 463,113 | $10.5M | 0.1% | 1.9% | +9.8% |
| 7 | TRUIST FINANCIAL CORP | 449,649 | $10.2M | 0.0% | 1.8% | +20.3% |
| 8 | TITLEIST ASSET MANAGEMENT, LLC | 439,395 | $10.0M | 0.7% | 1.8% | +379.3% |
| 9 | Probity Advisors, Inc. | 434,420 | $9.9M | 1.4% | 1.8% | +36.2% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 394,282 | $8.9M | 0.0% | 1.6% | +11.8% |
| 11 | Legacy Private Trust Co. | 376,158 | $8.5M | 0.5% | 1.5% | +10.6% |
| 12 | Snowden Capital Advisors LLC | 374,409 | $8.5M | 0.2% | 1.5% | +1.4% |
| 13 | WELLS FARGO & COMPANY/MN | 362,730 | $8.2M | 0.0% | 1.5% | +3.3% |
| 14 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 345,777 | $7.8M | 0.0% | 1.4% | +13.6% |
| 15 | AMERIPRISE FINANCIAL INC | 328,090 | $7.4M | 0.0% | 1.3% | +16.0% |
| 16 | Janney Montgomery Scott LLC | 312,533 | $7.1M | 0.0% | 1.3% | -43.3% |
| 17 | HighTower Advisors, LLC | 300,781 | $6.8M | 0.0% | 1.2% | +7.4% |
| 18 | Atlantic Private Wealth, LLC | 293,989 | $6.7M | 4.1% | 1.2% | +25.3% |
| 19 | MERCER GLOBAL ADVISORS INC /ADV | 220,616 | $5.0M | 0.0% | 0.9% | +10.8% |
| 20 | Asset Dedication, LLC | 220,155 | $5.0M | 0.3% | 0.9% | +16.5% |
| 21 | Stockman Wealth Management, Inc. | 218,588 | $5.0M | 0.5% | 0.9% | +9.0% |
| 22 | Yoder Wealth Management, Inc. | 216,814 | $4.9M | 1.9% | 0.9% | +39.6% |
| 23 | BANK OF AMERICA CORP /DE/ | 203,434 | $4.6M | 0.0% | 0.8% | +8.2% |
| 24 | ROYAL BANK OF CANADA | 183,319 | $4.2M | 0.0% | 0.8% | +26.2% |
| 25 | Accretive Wealth Partners, LLC | 182,878 | $4.2M | 1.0% | 0.7% | +23.8% |
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.