Who owns IBTK?
iShares iBonds Dec 2030 Term Treasury ETF · iShares
172 institutions reported holding IBTK, worth $728.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBTK
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Wells Fargo & Company | San Francisco, CA | $61.5M | 3,148,800 | −582,930 shares |
| Mercer Global Advisors Inc. | Denver, CO | $55.9M | 2,861,909 | +209,772 shares |
| Bank of America Corp. | Charlotte, NC | $39.7M | 2,030,426 | +196,772 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $27.0M | 1,383,189 | +120,164 shares |
| Titleist Asset Management, LLC | San Antonio, TX | $26.8M | 1,373,804 | +143,744 shares |
| BlackRock, Inc. | New York, NY | $26.4M | 1,352,130 | +588,616 shares |
| United Capital Financial Advisors, LLC | Irving, TX | $26.2M | 1,341,750 | +105,444 shares |
| HM Payson & Co | Portland, ME | $23.5M | 1,203,728 | +500,974 shares |
| MML Investors Services, LLC | Springfield, MA | $20.7M | 1,058,574 | +350,752 shares |
| D.A. Davidson & Co. | Great Falls, MT | $19.7M | 1,010,033 | +87,330 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom 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 IBTK?
172 institutional managers reported holding IBTK in Form 13F filings for June 30, 2026, worth $728.8M in total. The largest reported position was held by Wells Fargo & Company, at $61.5M.
Did institutions buy or sell IBTK last quarter?
Reported 13F value rose 8.7% from March 31, 2026, which includes price moves as well as buying and selling. 22 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 IBTK 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.