IBTK iShares iBonds Dec 2030 Term Treasury ETF
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Institutional owners (13F) 190 filers · $629.8M 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 |
|---|---|---|---|---|
| 21 (-6 vs prior Q) | 13 (+3 vs prior Q) | 94 (+4 vs prior Q) | 25 (-2 vs prior Q) | +2.9M |
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 |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | $55,921,702 | 2,861,909 | 8.88% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $27,027,518 | 1,383,189 | 4.29% | Shares |
| TITLEIST ASSET MANAGEMENT, LLC | $26,844,124 | 1,373,804 | 4.26% | Shares |
| BlackRock, Inc. | $26,420,620 | 1,352,130 | 4.20% | Shares |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $26,197,674 | 1,341,750 | 4.16% | Shares |
| MML INVESTORS SERVICES, LLC | $20,684,542 | 1,058,574 | 3.28% | Shares |
| D.A. DAVIDSON & CO. | $19,736,045 | 1,010,033 | 3.13% | Shares |
| HM PAYSON & CO | $19,068,705 | 975,880 | 3.03% | Shares |
| Journey Advisory Group, LLC | $17,640,419 | 902,785 | 2.80% | Shares |
| CWM, LLC | $16,495,326 | 836,477 | 2.62% | Shares |
| WELLS FARGO & COMPANY/MN | $16,035,423 | 820,646 | 2.55% | Shares |
| AMERIPRISE FINANCIAL INC | $13,850,919 | 709,148 | 2.20% | Shares |
| MKT Advisors LLC | $13,848,629 | 712,012 | 2.20% | Shares |
| Denver PWM, LLC | $13,636,862 | 694,518 | 2.17% | Shares |
| Wealth Management Strategies, Inc. | $13,421,477 | 686,872 | 2.13% | Shares |
| UBS Group AG | $13,001,388 | 665,373 | 2.06% | Shares |
| Probity Advisors, Inc. | $11,748,762 | 601,267 | 1.87% | Shares |
| Legacy Private Trust Co. | $11,209,179 | 573,653 | 1.78% | Shares |
| SHELTON WEALTH MANAGEMENT, LLC | $10,834,461 | 554,476 | 1.72% | Shares |
| NewEdge Advisors, LLC | $10,568,913 | 540,886 | 1.68% | Shares |
| BAILARD, INC. | $10,474,241 | 536,041 | 1.66% | Shares |
| Waycross Investment Management Co | $10,376,385 | 531,033 | 1.65% | Shares |
| EIGHT 31 FINANCIAL, LLC | $10,116,953 | 517,756 | 1.61% | Shares |
| Krilogy Financial LLC | $9,682,953 | 495,545 | 1.54% | Shares |
| Heartwood Wealth Advisors LLC | $9,647,953 | 493,754 | 1.53% | Shares |
| Trust Co | $9,580,610 | 485,832 | 1.52% | Shares |
| MORGAN STANLEY | $9,438,094 | 483,014 | 1.50% | Shares |
| Arax Advisory Partners | $8,988,284 | 459,994 | 1.43% | Shares |
| Snowden Capital Advisors LLC | $8,873,684 | 454,129 | 1.41% | Shares |
| ROYAL BANK OF CANADA | $8,770,000 | 448,805 | 1.39% | Shares |
| LPL Financial LLC | $7,740,487 | 396,135 | 1.23% | Shares |
| Cetera Investment Advisers | $6,974,656 | 356,942 | 1.11% | Shares |
| REBALANCE, LLC | $5,813,138 | 297,499 | 0.92% | Shares |
| Baird Financial Group, Inc. | $5,566,966 | 284,901 | 0.88% | Shares |
| Stockman Wealth Management, Inc. | $5,408,407 | 276,786 | 0.86% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $5,331,590 | 272,855 | 0.85% | Shares |
| CENTRAL TRUST Co | $5,185,872 | 265,398 | 0.82% | Shares |
| Asset Dedication, LLC | $4,944,422 | 253,041 | 0.79% | Shares |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $4,588,887 | 234,846 | 0.73% | Shares |
| Accretive Wealth Partners, LLC | $4,137,966 | 211,769 | 0.66% | Shares |
| CHATHAM CAPITAL GROUP, INC. | $3,876,248 | 198,375 | 0.62% | Shares |
| HOWLAND CAPITAL MANAGEMENT LLC | $3,865,130 | 197,806 | 0.61% | Shares |
| Parallel Advisors, LLC | $3,844,007 | 196,725 | 0.61% | Shares |
| Integrated Wealth Concepts LLC | $3,717,197 | 190,234 | 0.59% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3,313,796 | 169,590 | 0.53% | Shares |
| HighTower Advisors, LLC | $3,115,136 | 159,424 | 0.49% | Shares |
| Sanctuary Advisors, LLC | $3,079,678 | 157,609 | 0.49% | Shares |
| Atria Investments, Inc | $2,450,019 | 125,385 | 0.39% | Shares |
| RAYMOND JAMES FINANCIAL INC | $2,158,975 | 110,490 | 0.34% | Shares |
| Hughes Financial Services, LLC | $2,150,260 | 110,044 | 0.34% | Shares |
| STIFEL FINANCIAL CORP | $2,131,953 | 109,107 | 0.34% | Shares |
| OSAIC HOLDINGS, INC. | $2,057,201 | 105,280 | 0.33% | Shares |
| SIGNATUREFD, LLC | $2,019,400 | 103,347 | 0.32% | Shares |
| Financial Engines Advisors L.L.C. | $1,886,900 | 96,566 | 0.30% | Shares |
| Valmark Advisers, Inc. | $1,736,950 | 88,892 | 0.28% | Shares |
| ATWOOD & PALMER INC | $1,707,994 | 87,410 | 0.27% | Shares |
| CITADEL ADVISORS LLC | $1,682,335 | 86,097 | 0.27% | Shares |
| Kestra Advisory Services, LLC | $1,678,108 | 85,881 | 0.27% | Shares |
| IFP Advisors, Inc | $1,559,233 | 79,797 | 0.25% | Shares |
| Belpointe Asset Management LLC | $1,540,886 | 78,858 | 0.24% | Shares |
| COUNTRY CLUB BANK /GFN | $1,524,301 | 76,733 | 0.24% | Shares |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $1,364,693 | 69,841 | 0.22% | Shares |
| Allworth Financial LP | $1,337,553 | 68,452 | 0.21% | Shares |
| Associated Banc-Corp | $1,222,637 | 62,571 | 0.19% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1,166,174 | 60,004 | 0.19% | Shares |
| Apella Capital, LLC | $1,161,460 | 59,715 | 0.18% | Shares |
| Old Port Advisors | $1,127,556 | 57,705 | 0.18% | Shares |
| SCS Capital Management LLC | $1,123,882 | 57,517 | 0.18% | Shares |
| U.S. Capital Wealth Advisors, LLC | $978,191 | 49,604 | 0.16% | Shares |
| Yoder Wealth Management, Inc. | $957,499 | 49,002 | 0.15% | Shares |
| MV CAPITAL MANAGEMENT, INC. | $846,082 | 43,300 | 0.13% | Shares |
| JIM SAULNIER & ASSOCIATES, LLC | $831,057 | 42,531 | 0.13% | Shares |
| Reliant Wealth Planning | $820,640 | 41,998 | 0.13% | Shares |
| DUNCKER STREETT & CO INC | $816,567 | 41,789 | 0.13% | Shares |
| Foundry Financial Group, Inc. | $783,886 | 40,117 | 0.12% | Shares |
| Montecito Bank & Trust | $755,495 | 38,664 | 0.12% | Shares |
| TABLEAUX LLC | $688,535 | 35,237 | 0.11% | Shares |
| Cerity Partners LLC | $674,306 | 34,509 | 0.11% | Shares |
| BIP Wealth, LLC | $656,161 | 33,580 | 0.10% | Shares |
| Keeler Thomas Management LLC | $638,241 | 32,663 | 0.10% | Shares |
| Atlantic Private Wealth, LLC | $602,369 | 30,827 | 0.10% | Shares |
| KING LUTHER CAPITAL MANAGEMENT CORP | $578,286 | 29,595 | 0.09% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $572,190 | 29,283 | 0.09% | Shares |
| Heartland Bank & Trust Co | $572,131 | 29,280 | 0.09% | Shares |
| Focus Partners Wealth | $568,199 | 29,078 | 0.09% | Shares |
| Leo Wealth, LLC | $566,121 | 28,708 | 0.09% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $534,369 | 27,347 | 0.08% | Shares |
| CARY STREET PARTNERS FINANCIAL LLC | $533,422 | 27,299 | 0.08% | Shares |
| Compass Ion Advisors, LLC | $527,522 | 26,997 | 0.08% | Shares |
| Modern Wealth Management, LLC | $525,118 | 26,874 | 0.08% | Shares |
| JANE STREET GROUP, LLC | $503,800 | 25,783 | 0.08% | Shares |
| Creative Planning | $503,585 | 25,772 | 0.08% | Shares |
| Equitable Holdings, Inc. | $500,654 | 25,622 | 0.08% | Shares |
| Midwest Professional Planners, LTD. | $499,481 | 25,562 | 0.08% | Shares |
| HARBOUR INVESTMENTS, INC. | $490,365 | 25,095 | 0.08% | Shares |
| Lido Advisors, LLC | $484,436 | 24,792 | 0.08% | Shares |
| Granite Harbor Advisors, Inc. | $483,908 | 24,765 | 0.08% | Shares |
| Daybright Advisory Services, Inc. | $464,498 | 23,949 | 0.07% | Shares |
| AllSquare Wealth Management LLC | $454,362 | 22,861 | 0.07% | Shares |
| Capital Investment Advisors, LLC | $453,934 | 23,231 | 0.07% | 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 | 19.93% | 2,167,079 PA | Aug. 8, 2026 | Daily |