Who owns iShares iBonds Dec 2034 Term Treasury ETF?
Institutional ownership of IBTP from SEC Form 13F filings across 46 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.
46
13F holders
$144.3M
value, 2026 filers
49.5%
of shares outstanding (5.7M sh)
10
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 | STIFEL FINANCIAL CORP | 784,592 | $19.9M | 0.0% | 6.8% | +38.6% |
| 3 | BENJAMIN EDWARDS INC | 723,444 | $18.4M | 0.2% | 6.2% | +43.0% |
| 4 | D.A. DAVIDSON & CO. | 421,822 | $10.7M | 0.1% | 3.6% | +9.7% |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 208,648 | $5.3M | 0.0% | 1.8% | +7.9% |
| 6 | MORGAN STANLEY | 183,785 | $4.7M | 0.0% | 1.6% | +20.2% |
| 7 | AMERIPRISE FINANCIAL INC | 170,974 | $4.4M | 0.0% | 1.5% | -3.7% |
| 8 | MERCER GLOBAL ADVISORS INC /ADV | 148,450 | $3.8M | 0.0% | 1.3% | +14.0% |
| 9 | UBS Group AG | 134,267 | $3.4M | 0.0% | 1.2% | +1.1% |
| 10 | ROYAL BANK OF CANADA | 124,529 | $3.2M | 0.0% | 1.1% | -70.5% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 114,247 | $2.9M | 0.0% | 1% | +14.9% |
| 12 | HighTower Advisors, LLC | 105,033 | $2.7M | 0.0% | 0.9% | +1.4% |
| 13 | RAYMOND JAMES FINANCIAL INC | 80,546 | $2.0M | 0.0% | 0.7% | +7.4% |
| 14 | Cetera Investment Advisers | 58,292 | $1.5M | 0.0% | 0.5% | +0.1% |
| 15 | Mariner, LLCNEW | 55,149 | $1.4M | 0.0% | 0.5% | new |
| 16 | CITADEL ADVISORS LLC | 54,886 | $1.4M | 0.0% | 0.5% | +35.0% |
| 17 | Reliant Wealth Planning | 52,382 | $1.3M | 0.4% | 0.5% | 0.0% |
| 18 | Bell Investment Advisors, IncNEW | 51,498 | $1.3M | 0.2% | 0.4% | new |
| 19 | BANK OF AMERICA CORP /DE/ | 50,182 | $1.3M | 0.0% | 0.4% | +20.5% |
| 20 | THOROUGHBRED FINANCIAL SERVICES, LLC | 43,166 | $1,095 | 0.1% | 0.4% | +115.5% |
| 21 | LPL Financial LLC | 38,362 | $973,828 | 0.0% | 0.3% | +11.3% |
| 22 | Arax Advisory PartnersNEW | 34,635 | $879,206 | 0.0% | 0.3% | new |
| 23 | GOLDMAN SACHS GROUP INC | 31,825 | $807,874 | 0.0% | 0.3% | 0.0% |
| 24 | JANE STREET GROUP, LLC | 23,805 | $604,288 | 0.0% | 0.2% | +8.2% |
| 25 | Krilogy Financial LLC | 21,275 | $540,064 | 0.0% | 0.2% | +20.9% |
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.