Who owns iShares iBonds Dec 2034 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 IBTP from SEC Form 13F filings across 62 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, 62 institutions disclosed 8.4M shares of iShares iBonds Dec 2034 Term Treasury ETF worth $213.2M — about 72.4% of shares outstanding; the largest disclosed holder is Atlantic Union Bankshares Corp. Source: SEC Form 13F filings, parsed by EvidInvest.
62
13F holders
$213.2M
value, 2026 filers
72.4%
of shares outstanding (8.4M 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 IBTP's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Atlantic Union Bankshares Corp | 1.8M | $46.9M | 0.8% | 15.9% | +29.3% |
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 965,101 | $24.5M | 0.4% | 8.3% | +5.0% |
| 3 | SUMMITRY LLC | 878,535 | $22.3M | 0.7% | 7.6% | +1.8% |
| 4 | STIFEL FINANCIAL CORP | 784,592 | $19.9M | 0.0% | 6.8% | +38.6% |
| 5 | BENJAMIN EDWARDS INC | 723,444 | $18.4M | 0.2% | 6.2% | +43.0% |
| 6 | D.A. DAVIDSON & CO. | 421,822 | $10.7M | 0.1% | 3.6% | +9.7% |
| 7 | Atlantic Private Wealth, LLC | 222,302 | $5.6M | 3.5% | 1.9% | -3.8% |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 208,648 | $5.3M | 0.0% | 1.8% | +7.9% |
| 9 | MORGAN STANLEY | 183,785 | $4.7M | 0.0% | 1.6% | +20.2% |
| 10 | Probity Advisors, Inc. | 174,395 | $4.4M | 0.6% | 1.5% | +19.0% |
| 11 | AMERIPRISE FINANCIAL INC | 170,974 | $4.4M | 0.0% | 1.5% | -3.7% |
| 12 | Accretive Wealth Partners, LLC | 159,662 | $4.1M | 1.0% | 1.4% | +24.5% |
| 13 | MERCER GLOBAL ADVISORS INC /ADV | 148,450 | $3.8M | 0.0% | 1.3% | +14.0% |
| 14 | UBS Group AG | 134,267 | $3.4M | 0.0% | 1.2% | +1.1% |
| 15 | ROYAL BANK OF CANADA | 124,529 | $3.2M | 0.0% | 1.1% | -70.5% |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 114,247 | $2.9M | 0.0% | 1% | +14.9% |
| 17 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 108,728 | $2.8M | 0.0% | 0.9% | +14.3% |
| 18 | HighTower Advisors, LLC | 105,033 | $2.7M | 0.0% | 0.9% | +1.4% |
| 19 | RAYMOND JAMES FINANCIAL INC | 80,546 | $2.0M | 0.0% | 0.7% | +7.4% |
| 20 | Cetera Investment Advisers | 58,292 | $1.5M | 0.0% | 0.5% | +0.1% |
| 21 | Mariner, LLCNEW | 55,149 | $1.4M | 0.0% | 0.5% | new |
| 22 | CITADEL ADVISORS LLC | 54,886 | $1.4M | 0.0% | 0.5% | +35.0% |
| 23 | Reliant Wealth Planning | 52,382 | $1.3M | 0.4% | 0.5% | 0.0% |
| 24 | Bell Investment Advisors, IncNEW | 51,498 | $1.3M | 0.2% | 0.4% | new |
| 25 | BANK OF AMERICA CORP /DE/ | 50,182 | $1.3M | 0.0% | 0.4% | +20.5% |
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.