ETF Holders

Who owns IBGA?

Bond

iShares iBonds Dec 2044 Term Treasury ETF · iShares

8 institutions reported holding IBGA, worth $91.7M, in Form 13F filings for June 30, 2026.

13F holders
8
Institutional value
$91.7M
Change from prior quarter
+11.1%
+$9.2M, with price moves
New and sold-out firms
2 / 5
5 added, 0 trimmed

Top 8 institutional holders of IBGA

FirmLocationValueSharesChange
Summitry LLCFoster City, CA$46.0M1,883,848+48,793 shares
Atlantic Union Bankshares CorpGlen Allen, VA$40.8M1,668,003+344,555 shares
Bank of America Corp.Charlotte, NC$3.3M135,923+8,144 shares
Insigneo Advisory Services, LLCMiami, FL$741K30,303New position
MML Investors Services, LLCSpringfield, MA$349K14,262+165 shares
Royal Bank of CanadaToronto, Ontario, Canada$287K11,733+3,883 shares
Osaic Holdings, Inc.Scottsdale, AZ$125K5,121No change
NewEdge Advisors, LLCNew Orleans, LA$52K2,116New position

From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns IBGA?

8 institutional managers reported holding IBGA in Form 13F filings for June 30, 2026, worth $91.7M in total. The largest reported position was held by Summitry LLC, at $46.0M.

Did institutions buy or sell IBGA last quarter?

Reported 13F value rose 11.1% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 5 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is IBGA ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.