IBTH iShares iBonds Dec 2027 Term Treasury ETF
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Institutional owners (13F) 334 filers · $1.7B 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 |
|---|---|---|---|---|
| 20 (-18 vs prior Q) | 16 (+1 vs prior Q) | 150 (-4 vs prior Q) | 68 (0 vs prior Q) | +3.1M |
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 | $126,983,983 | 5,676,530 | 7.33% | Shares |
| MORGAN STANLEY | $85,539,953 | 3,823,869 | 4.94% | Shares |
| NorthCoast Asset Management LLC | $72,922,944 | 3,259,854 | 4.21% | Shares |
| GLOBALT Investments LLC / GA | $65,837,278 | 2,943,106 | 3.80% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $60,147,626 | 2,688,763 | 3.47% | Shares |
| Integrated Wealth Concepts LLC | $54,375,764 | 2,430,739 | 3.14% | Shares |
| NewEdge Advisors, LLC | $45,633,663 | 2,039,948 | 2.63% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $45,280,435 | 2,024,159 | 2.61% | Shares |
| LPL Financial LLC | $42,994,686 | 1,921,980 | 2.48% | Shares |
| UBS Group AG | $37,915,137 | 1,694,910 | 2.19% | Shares |
| Brookstone Capital Management | $37,355,856 | 1,669,909 | 2.16% | Shares |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $35,095,933 | 1,569,360 | 2.03% | Shares |
| Arax Advisory Partners | $34,888,298 | 1,559,602 | 2.01% | Shares |
| Stratos Wealth Advisors, LLC | $34,630,419 | 1,548,074 | 2.00% | Shares |
| WELLS FARGO & COMPANY/MN | $33,539,341 | 1,499,300 | 1.94% | Shares |
| Connecticut Wealth Management, LLC | $32,077,976 | 1,433,973 | 1.85% | Shares |
| Financial Advisory Corp | $29,795,680 | 1,331,948 | 1.72% | Shares |
| Focus Partners Wealth | $27,156,915 | 1,213,988 | 1.57% | Shares |
| Obsidian Personal Planning Solutions LLC | $26,534,402 | 1,178,521 | 1.53% | Shares |
| BlackRock, Inc. | $26,455,277 | 1,182,623 | 1.53% | Shares |
| Stratos Wealth Partners, LTD. | $24,059,620 | 1,075,530 | 1.39% | Shares |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $21,942,062 | 980,870 | 1.27% | Shares |
| Capital Investment Advisors, LLC | $19,938,516 | 891,306 | 1.15% | Shares |
| Journey Advisory Group, LLC | $19,092,121 | 853,470 | 1.10% | Shares |
| Carnegie Investment Counsel | $18,808,450 | 840,789 | 1.09% | Shares |
| MKT Advisors LLC | $18,754,955 | 840,464 | 1.08% | Shares |
| Fulton Bank, N.A. | $18,586,271 | 830,857 | 1.07% | Shares |
| OneAscent Financial Services LLC | $18,535,738 | 828,598 | 1.07% | Shares |
| Denver PWM, LLC | $17,296,875 | 772,699 | 1.00% | Shares |
| Asset Advisors Investment Management, LLC | $16,768,574 | 749,601 | 0.97% | Shares |
| TITLEIST ASSET MANAGEMENT, LLC | $16,376,272 | 732,064 | 0.95% | Shares |
| Merit Financial Group, LLC | $15,936,053 | 712,385 | 0.92% | Shares |
| BIP Wealth, LLC | $14,900,487 | 666,092 | 0.86% | Shares |
| Krilogy Financial LLC | $14,031,625 | 627,252 | 0.81% | Shares |
| MV CAPITAL MANAGEMENT, INC. | $13,490,901 | 603,080 | 0.78% | Shares |
| OSAIC HOLDINGS, INC. | $13,411,575 | 599,352 | 0.77% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13,118,216 | 586,420 | 0.76% | Shares |
| Wealth Management Strategies, Inc. | $12,632,757 | 564,719 | 0.73% | Shares |
| CWM, LLC | $12,612,944 | 562,325 | 0.73% | Shares |
| ROYAL BANK OF CANADA | $11,821,000 | 528,441 | 0.68% | Shares |
| Sanctuary Advisors, LLC | $11,198,088 | 500,585 | 0.65% | Shares |
| SHELTON WEALTH MANAGEMENT, LLC | $10,891,416 | 486,876 | 0.63% | Shares |
| RAYMOND JAMES FINANCIAL INC | $10,349,451 | 462,649 | 0.60% | Shares |
| McGuire Investment Group, LLC | $10,090,391 | 451,068 | 0.58% | Shares |
| Apella Capital, LLC | $9,837,401 | 440,843 | 0.57% | Shares |
| Baird Financial Group, Inc. | $9,469,109 | 423,295 | 0.55% | Shares |
| CHATHAM CAPITAL GROUP, INC. | $9,181,446 | 410,436 | 0.53% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $8,979,477 | 401,407 | 0.52% | Shares |
| Delta Wealth Advisors LLC | $8,414,952 | 376,171 | 0.49% | Shares |
| Hilltop Holdings Inc. | $8,397,124 | 375,375 | 0.48% | Shares |
| EIGHT 31 FINANCIAL, LLC | $8,137,043 | 363,748 | 0.47% | Shares |
| Northstar Group, Inc. | $7,775,520 | 347,587 | 0.45% | Shares |
| Financial Engines Advisors L.L.C. | $7,513,894 | 335,892 | 0.43% | Shares |
| Global Retirement Partners, LLC | $7,453,954 | 333,212 | 0.43% | Shares |
| AMERIPRISE FINANCIAL INC | $7,279,651 | 325,758 | 0.42% | Shares |
| Flavin Financial Services, Inc. | $7,215,801 | 322,566 | 0.42% | Shares |
| Midwest Professional Planners, LTD. | $7,002,925 | 313,050 | 0.40% | Shares |
| REBALANCE, LLC | $6,703,307 | 299,656 | 0.39% | Shares |
| FAGAN ASSOCIATES, INC. | $6,690,352 | 299,077 | 0.39% | Shares |
| STIFEL FINANCIAL CORP | $6,367,699 | 284,653 | 0.37% | Shares |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $5,812,358 | 259,828 | 0.34% | Shares |
| Asset Dedication, LLC | $5,810,763 | 259,757 | 0.34% | Shares |
| TRUIST FINANCIAL CORP | $5,407,850 | 241,746 | 0.31% | Shares |
| Stockman Wealth Management, Inc. | $5,245,170 | 234,473 | 0.30% | Shares |
| Belpointe Asset Management LLC | $5,084,913 | 227,308 | 0.29% | Shares |
| D.A. DAVIDSON & CO. | $5,020,678 | 224,438 | 0.29% | Shares |
| BANK OF AMERICA CORP /DE/ | $5,001,485 | 223,580 | 0.29% | Shares |
| TRUE Private Wealth Advisors | $4,967,298 | 222,052 | 0.29% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $4,520,746 | 202,090 | 0.26% | Shares |
| Parkside Financial Bank & Trust | $4,492,976 | 200,311 | 0.26% | Shares |
| Atlantic Private Wealth, LLC | $4,422,520 | 197,699 | 0.26% | Shares |
| Accretive Wealth Partners, LLC | $4,369,040 | 195,308 | 0.25% | Shares |
| Cetera Investment Advisers | $4,204,841 | 187,968 | 0.24% | Shares |
| Valmark Advisers, Inc. | $3,958,125 | 176,939 | 0.23% | Shares |
| Portland Global Advisors LLC | $3,880,367 | 173,463 | 0.22% | Shares |
| Legacy Private Trust Co. | $3,823,659 | 170,928 | 0.22% | Shares |
| HighTower Advisors, LLC | $3,715,007 | 166,071 | 0.21% | Shares |
| CENTRAL TRUST Co | $3,606,932 | 161,240 | 0.21% | Shares |
| SIGNATUREFD, LLC | $3,548,016 | 158,606 | 0.20% | Shares |
| Lantz Financial LLC | $3,434,560 | 153,534 | 0.20% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3,406,686 | 152,629 | 0.20% | Shares |
| Ashton Thomas Private Wealth, LLC | $3,337,447 | 149,193 | 0.19% | Shares |
| Old Port Advisors | $3,294,366 | 147,267 | 0.19% | Shares |
| Allworth Financial LP | $3,294,050 | 147,253 | 0.19% | Shares |
| HOWLAND CAPITAL MANAGEMENT LLC | $3,175,646 | 141,960 | 0.18% | Shares |
| Cornerstone Planning, LLC | $3,150,477 | 140,835 | 0.18% | Shares |
| Gradient Investments LLC | $3,118,697 | 139,414 | 0.18% | Shares |
| MAI Capital Management | $3,020,904 | 135,043 | 0.17% | Shares |
| Hobbs Group Advisors, LLC | $3,001,249 | 134,164 | 0.17% | Shares |
| Wealthspire Advisors, LLC | $2,991,734 | 133,738 | 0.17% | Shares |
| Parallel Advisors, LLC | $2,976,405 | 133,053 | 0.17% | Shares |
| SCS Capital Management LLC | $2,890,234 | 129,201 | 0.17% | Shares |
| SEI INVESTMENTS CO | $2,715,159 | 121,375 | 0.16% | Shares |
| Atria Investments, Inc | $2,682,331 | 119,908 | 0.15% | Shares |
| Centennial Advisors, LLC | $2,640,148 | 118,022 | 0.15% | Shares |
| Hughes Financial Services, LLC | $2,302,231 | 102,916 | 0.13% | Shares |
| KOM Wealth Management Group, LLC | $2,297,316 | 102,696 | 0.13% | Shares |
| TFR Capital, LLC. | $2,290,777 | 102,404 | 0.13% | Shares |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $2,248,610 | 100,519 | 0.13% | Shares |
| JIM SAULNIER & ASSOCIATES, LLC | $2,207,123 | 98,664 | 0.13% | Shares |
ETF ownership Held by 1 ETF
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| LDRT · iShares Trust | 20.05% | 1,892,959 PA | Aug. 8, 2026 | Daily |