IBTG iShares iBonds Dec 2026 Term Treasury ETF
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Institutional owners (13F) 346 filers · $1.6B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 23 (-17 vs prior Q) | 21 (0 vs prior Q) | 109 (-19 vs prior Q) | 113 (+13 vs prior Q) | -1.1M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| HM PAYSON & CO | $109,006,723 | 4,762,198 | 6.62% | Shares |
| NorthCoast Asset Management LLC | $79,189,128 | 3,459,551 | 4.81% | Shares |
| Integrated Wealth Concepts LLC | $64,688,813 | 2,826,071 | 3.93% | Shares |
| NewEdge Advisors, LLC | $61,763,166 | 2,698,260 | 3.75% | Shares |
| LPL Financial LLC | $57,316,980 | 2,504,018 | 3.48% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $55,784,877 | 2,437,085 | 3.39% | Shares |
| Capital Investment Advisors, LLC | $53,513,941 | 2,337,874 | 3.25% | Shares |
| Connecticut Wealth Management, LLC | $44,061,514 | 1,924,924 | 2.68% | Shares |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $43,694,669 | 1,908,680 | 2.66% | Shares |
| Financial Advisory Corp | $36,421,323 | 1,591,146 | 2.21% | Shares |
| SUMMITRY LLC | $35,589,445 | 1,554,803 | 2.16% | Shares |
| Arax Advisory Partners | $35,205,508 | 1,538,030 | 2.14% | Shares |
| UBS Group AG | $33,806,149 | 1,476,896 | 2.05% | Shares |
| WELLS FARGO & COMPANY/MN | $32,823,116 | 1,433,950 | 1.99% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $32,303,120 | 1,411,233 | 1.96% | Shares |
| Wealthspire Advisors, LLC | $29,165,114 | 1,274,142 | 1.77% | Shares |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $23,363,783 | 1,020,698 | 1.42% | Shares |
| Krilogy Financial LLC | $22,734,290 | 993,197 | 1.38% | Shares |
| OneAscent Financial Services LLC | $20,866,725 | 911,609 | 1.27% | Shares |
| Horizon Advisory Services, Inc. | $20,539,609 | 897,318 | 1.25% | Shares |
| MOSELEY INVESTMENT MANAGEMENT INC | $19,298,114 | 842,161 | 1.17% | Shares |
| MKT Advisors LLC | $18,490,731 | 809,577 | 1.12% | Shares |
| Carnegie Investment Counsel | $17,745,381 | 775,246 | 1.08% | Shares |
| Apella Capital, LLC | $16,869,903 | 738,612 | 1.03% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $16,724,533 | 730,648 | 1.02% | Shares |
| MV CAPITAL MANAGEMENT, INC. | $16,110,884 | 703,839 | 0.98% | Shares |
| Stratos Wealth Partners, LTD. | $16,090,738 | 702,959 | 0.98% | Shares |
| OSAIC HOLDINGS, INC. | $15,418,631 | 673,403 | 0.94% | Shares |
| CWM, LLC | $15,344,546 | 669,629 | 0.93% | Shares |
| Denver PWM, LLC | $15,291,744 | 668,784 | 0.93% | Shares |
| CreativeOne Wealth, LLC | $14,542,017 | 635,300 | 0.88% | Shares |
| Scissortail Wealth Management, LLC | $14,351,661 | 626,984 | 0.87% | Shares |
| Delta Wealth Advisors LLC | $13,357,624 | 583,557 | 0.81% | Shares |
| RAYMOND JAMES FINANCIAL INC | $13,299,141 | 581,002 | 0.81% | Shares |
| Baird Financial Group, Inc. | $12,811,968 | 559,719 | 0.78% | Shares |
| JPMORGAN CHASE & CO | $11,732,842 | 512,575 | 0.71% | Shares |
| Global Retirement Partners, LLC | $11,602,523 | 506,882 | 0.71% | Shares |
| Wealth Management Strategies, Inc. | $11,346,259 | 495,686 | 0.69% | Shares |
| MONEY CONCEPTS CAPITAL CORP | $11,289,371 | 493,201 | 0.69% | Shares |
| Baltimore-Washington Financial Advisors, Inc. | $11,200,389 | 489,313 | 0.68% | Shares |
| Sanctuary Advisors, LLC | $11,102,142 | 485,021 | 0.67% | Shares |
| Asset Advisors Investment Management, LLC | $11,008,076 | 480,912 | 0.67% | Shares |
| Stratos Wealth Advisors, LLC | $10,651,782 | 465,346 | 0.65% | Shares |
| ROYAL BANK OF CANADA | $9,853,000 | 430,455 | 0.60% | Shares |
| STIFEL FINANCIAL CORP | $9,848,839 | 430,268 | 0.60% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $9,630,355 | 420,723 | 0.59% | Shares |
| Asset Dedication, LLC | $9,184,344 | 401,238 | 0.56% | Shares |
| BIP Wealth, LLC | $9,125,483 | 398,667 | 0.55% | Shares |
| Stephens Consulting, LLC | $9,096,557 | 397,664 | 0.55% | Shares |
| Midwest Professional Planners, LTD. | $9,012,094 | 393,713 | 0.55% | Shares |
| Financial Engines Advisors L.L.C. | $8,708,513 | 380,451 | 0.53% | Shares |
| TITLEIST ASSET MANAGEMENT, LLC | $8,623,844 | 376,752 | 0.52% | Shares |
| Tower Research Capital LLC (TRC) | $8,561,341 | 374,021 | 0.52% | Shares |
| JANE STREET GROUP, LLC | $7,841,954 | 342,593 | 0.48% | Shares |
| HighTower Advisors, LLC | $7,838,166 | 342,428 | 0.48% | Shares |
| Focus Partners Wealth | $7,781,567 | 339,954 | 0.47% | Shares |
| AMERIPRISE FINANCIAL INC | $7,630,786 | 333,675 | 0.46% | Shares |
| REBALANCE, LLC | $6,612,515 | 288,882 | 0.40% | Shares |
| Juno Financial Group LLC | $6,218,122 | 271,652 | 0.38% | Shares |
| Mesirow Financial Investment Management, Inc. | $6,061,872 | 264,827 | 0.37% | Shares |
| Belpointe Asset Management LLC | $5,665,786 | 247,521 | 0.34% | Shares |
| CENTRAL TRUST Co | $5,581,194 | 243,827 | 0.34% | Shares |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $5,236,299 | 228,759 | 0.32% | Shares |
| Trinity Wealth Management, LLC | $5,078,650 | 221,872 | 0.31% | Shares |
| MAI Capital Management | $5,031,559 | 219,815 | 0.31% | Shares |
| Parkside Financial Bank & Trust | $5,008,738 | 218,579 | 0.30% | Shares |
| PSI Advisors, LLC | $4,790,012 | 209,262 | 0.29% | Shares |
| Archer Investment Corp | $4,762,096 | 208,043 | 0.29% | Shares |
| Sound View Wealth Advisors Group, LLC | $4,611,331 | 201,456 | 0.28% | Shares |
| MML INVESTORS SERVICES, LLC | $4,578,195 | 200,009 | 0.28% | Shares |
| Stockman Wealth Management, Inc. | $4,278,576 | 186,919 | 0.26% | Shares |
| Accretive Wealth Partners, LLC | $4,203,428 | 183,636 | 0.26% | Shares |
| Atria Wealth Solutions, Inc. | $4,105,639 | 179,051 | 0.25% | Shares |
| Valmark Advisers, Inc. | $3,993,733 | 174,475 | 0.24% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $3,972,450 | 173,545 | 0.24% | Shares |
| Americana Partners, LLC | $3,836,926 | 167,624 | 0.23% | Shares |
| Lido Advisors, LLC | $3,806,904 | 166,312 | 0.23% | Shares |
| GOLDMAN SACHS GROUP INC | $3,643,241 | 159,163 | 0.22% | Shares |
| Mariner, LLC | $3,608,860 | 157,661 | 0.22% | Shares |
| HOWLAND CAPITAL MANAGEMENT LLC | $3,561,959 | 155,612 | 0.22% | Shares |
| Brookstone Capital Management | $3,479,577 | 152,013 | 0.21% | Shares |
| Lantz Financial LLC | $3,478,106 | 151,949 | 0.21% | Shares |
| Creative Planning | $3,471,360 | 151,654 | 0.21% | Shares |
| BAILARD, INC. | $3,407,680 | 148,872 | 0.21% | Shares |
| Gradient Investments LLC | $3,230,152 | 141,116 | 0.20% | Shares |
| LITTLEJOHN FINANCIAL SERVICES, INC. | $3,091,815 | 135,073 | 0.19% | Shares |
| Cetera Investment Advisers | $3,066,461 | 133,965 | 0.19% | Shares |
| SIGNATUREFD, LLC | $3,059,867 | 133,677 | 0.19% | Shares |
| True Link Financial Advisors, LLC | $2,929,439 | 127,979 | 0.18% | Shares |
| GTS SECURITIES LLC | $2,916,873 | 127,430 | 0.18% | Shares |
| Eldridge Investment Advisors, Inc. | $2,793,516 | 122,417 | 0.17% | Shares |
| Allworth Financial LP | $2,694,062 | 117,696 | 0.16% | Shares |
| Atria Investments, Inc | $2,690,365 | 117,535 | 0.16% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2,664,743 | 116,619 | 0.16% | Shares |
| Centennial Advisors, LLC | $2,646,349 | 115,612 | 0.16% | Shares |
| Private Advisor Group, LLC | $2,629,090 | 114,858 | 0.16% | Shares |
| KOM Wealth Management Group, LLC | $2,605,855 | 113,843 | 0.16% | Shares |
| Csenge Advisory Group | $2,578,636 | 112,653 | 0.16% | Shares |
| MISSION WEALTH MANAGEMENT, LP | $2,485,168 | 108,570 | 0.15% | Shares |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $2,479,719 | 108,332 | 0.15% | Shares |