Who owns IBTM?
iShares iBonds Dec 2032 Term Treasury ETF · iShares
104 institutions reported holding IBTM, worth $341.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBTM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Krilogy Financial LLC | St. Louis, MO | $59.4M | 2,618,176 | +169,863 shares |
| UBS Group AG | Zurich, Switzerland | $22.2M | 976,161 | −19,549 shares |
| Morgan Stanley | New York, NY | $20.1M | 885,349 | +36,365 shares |
| Confluence Investment Management LLC | St. Louis, MO | $16.7M | 735,847 | −68,247 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $12.1M | 532,804 | +5,582 shares |
| D.A. Davidson & Co. | Great Falls, MT | $10.5M | 463,113 | +41,330 shares |
| Truist Financial Corp. | Charlotte, NC | $10.2M | 449,649 | +75,973 shares |
| Titleist Asset Management, LLC | San Antonio, TX | $10.0M | 439,395 | +347,727 shares |
| Probity Advisors, Inc. | Dallas, TX | $9.9M | 434,420 | +115,483 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $8.9M | 394,282 | +41,460 shares |
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 IBTM?
104 institutional managers reported holding IBTM in Form 13F filings for June 30, 2026, worth $341.3M in total. The largest reported position was held by Krilogy Financial LLC, at $59.4M.
Did institutions buy or sell IBTM last quarter?
Reported 13F value fell 0.0% from March 31, 2026, which includes price moves as well as buying and selling. 14 firms reported a new position and 18 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 IBTM 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.