Who owns IBTP?
iShares iBonds Dec 2034 Term Treasury ETF · iShares
63 institutions reported holding IBTP, worth $213.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBTP
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Atlantic Union Bankshares Corp | Glen Allen, VA | $46.9M | 1,849,299 | +418,936 shares |
| Confluence Investment Management LLC | St. Louis, MO | $24.5M | 965,101 | +45,923 shares |
| Summitry LLC | Foster City, CA | $22.3M | 878,535 | +15,130 shares |
| Stifel Financial Corp. | St. Louis, MO | $19.9M | 784,592 | +218,560 shares |
| Benjamin Edwards Inc. | Clayton, MO | $18.4M | 723,444 | +217,476 shares |
| D.A. Davidson & Co. | Great Falls, MT | $10.7M | 421,822 | +37,159 shares |
| Atlantic Private Wealth, LLC | Chapel Hill, NC | $5.6M | 222,302 | −8,868 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $5.3M | 208,648 | +15,187 shares |
| Morgan Stanley | New York, NY | $4.7M | 183,785 | +30,832 shares |
| Probity Advisors, Inc. | Dallas, TX | $4.4M | 174,395 | +27,817 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 IBTP?
63 institutional managers reported holding IBTP in Form 13F filings for June 30, 2026, worth $213.6M in total. The largest reported position was held by Atlantic Union Bankshares Corp, at $46.9M.
Did institutions buy or sell IBTP last quarter?
Reported 13F value rose 14.0% from March 31, 2026, which includes price moves as well as buying and selling. 13 firms reported a new position and 3 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 IBTP 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.