Who owns IBTL?
iShares iBonds Dec 2031 Term Treasury ETF · iShares
133 institutions reported holding IBTL, worth $471.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBTL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Wells Fargo & Company | San Francisco, CA | $51.4M | 2,544,060 | −414,766 shares |
| TRUE Private Wealth Advisors | Salem, OR | $34.1M | 1,688,677 | −173,607 shares |
| BlackRock, Inc. | New York, NY | $26.4M | 1,307,693 | New position |
| Confluence Investment Management LLC | St. Louis, MO | $22.2M | 1,098,504 | −104,310 shares |
| Titleist Asset Management, LLC | San Antonio, TX | $20.0M | 990,421 | +35,339 shares |
| Bank of America Corp. | Charlotte, NC | $18.4M | 913,630 | +124,770 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $18.0M | 892,700 | +34,826 shares |
| Krilogy Financial LLC | St. Louis, MO | $15.2M | 753,026 | +47,586 shares |
| Morgan Stanley | New York, NY | $14.8M | 730,848 | +13,759 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $13.7M | 676,777 | New position |
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 IBTL?
133 institutional managers reported holding IBTL in Form 13F filings for June 30, 2026, worth $471.8M in total. The largest reported position was held by Wells Fargo & Company, at $51.4M.
Did institutions buy or sell IBTL last quarter?
Reported 13F value rose 11.0% from March 31, 2026, which includes price moves as well as buying and selling. 25 firms reported a new position and 13 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 IBTL 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.