ETF Holders

Who owns IBTI?

Bond

iShares iBonds Dec 2028 Term Treasury ETF · iShares

256 institutions reported holding IBTI, worth $1.5B, in Form 13F filings for June 30, 2026.

13F holders
256
Institutional value
$1.5B
Change from prior quarter
+11.2%
+$148.9M, with price moves
New and sold-out firms
28 / 14
146 added, 45 trimmed

Top 10 institutional holders of IBTI

FirmLocationValueSharesChange
Morgan StanleyNew York, NY$76.9M3,471,206+52,489 shares
Focus Partners WealthSt Louis, MO$75.9M3,426,968+5,523 shares
Bank of America Corp.Charlotte, NC$67.7M3,057,130+330,794 shares
Stratos Wealth Advisors, LLCBeachwood, OH$61.3M2,769,082+2,739,342 shares
Mercer Global Advisors Inc.Denver, CO$58.4M2,638,111+232,600 shares
Wells Fargo & CompanySan Francisco, CA$42.4M1,914,158−1,125,010 shares
Arax Advisory PartnersNew York, NY$41.8M1,889,290New position
Raymond James Financial Inc.St. Petersburg, FL$40.3M1,822,459−125,162 shares
Integrated Wealth Concepts LLCWaltham, MA$37.2M1,679,990+870,042 shares
Bailard, Inc.Foster City, CA$31.9M1,439,724+77,771 shares
246 more firms

The full list comes with the Advisors and Institutions package.

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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 IBTI?

256 institutional managers reported holding IBTI in Form 13F filings for June 30, 2026, worth $1.5B in total. The largest reported position was held by Morgan Stanley, at $76.9M.

Did institutions buy or sell IBTI last quarter?

Reported 13F value rose 11.2% from March 31, 2026, which includes price moves as well as buying and selling. 28 firms reported a new position and 14 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 IBTI 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.