IBTL iShares iBonds Dec 2031 Term Treasury ETF
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Institutional owners (13F) 143 filers · $375.6M 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 |
|---|---|---|---|---|
| 24 (+4 vs prior Q) | 12 (+1 vs prior Q) | 67 (+1 vs prior Q) | 21 (+3 vs prior Q) | +2.2M |
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 |
|---|---|---|---|---|
| TRUE Private Wealth Advisors | $34,094,392 | 1,688,677 | 9.08% | Shares |
| BlackRock, Inc. | $26,402,322 | 1,307,693 | 7.03% | Shares |
| TITLEIST ASSET MANAGEMENT, LLC | $19,996,605 | 990,421 | 5.32% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $18,023,609 | 892,700 | 4.80% | Shares |
| Krilogy Financial LLC | $15,203,594 | 753,026 | 4.05% | Shares |
| MORGAN STANLEY | $14,365,710 | 711,526 | 3.82% | Shares |
| NewEdge Advisors, LLC | $13,664,135 | 676,777 | 3.64% | Shares |
| AMERIPRISE FINANCIAL INC | $13,238,642 | 655,984 | 3.52% | Shares |
| Probity Advisors, Inc. | $11,281,921 | 558,788 | 3.00% | Shares |
| SHELTON WEALTH MANAGEMENT, LLC | $10,838,093 | 536,805 | 2.89% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $9,788,367 | 484,813 | 2.61% | Shares |
| WELLS FARGO & COMPANY/MN | $9,672,302 | 479,064 | 2.58% | Shares |
| Legacy Private Trust Co. | $9,125,597 | 451,986 | 2.43% | Shares |
| Snowden Capital Advisors LLC | $8,210,443 | 406,659 | 2.19% | Shares |
| Headland Capital, LLC | $8,185,863 | 405,441 | 2.18% | Shares |
| HighTower Advisors, LLC | $8,056,331 | 399,026 | 2.14% | Shares |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $7,989,042 | 396,107 | 2.13% | Shares |
| RAYMOND JAMES FINANCIAL INC | $7,468,611 | 369,916 | 1.99% | Shares |
| FORONJY FINANCIAL LLC | $6,815,894 | 337,588 | 1.81% | Shares |
| SPRENG CAPITAL MANAGEMENT, INC. | $6,356,437 | 314,831 | 1.69% | Shares |
| FAGAN ASSOCIATES, INC. | $5,601,875 | 277,458 | 1.49% | Shares |
| Stockman Wealth Management, Inc. | $5,345,635 | 264,766 | 1.42% | Shares |
| Asset Dedication, LLC | $4,886,203 | 242,011 | 1.30% | Shares |
| Yoder Wealth Management, Inc. | $4,566,453 | 226,174 | 1.22% | Shares |
| UBS Group AG | $4,528,758 | 224,307 | 1.21% | Shares |
| BANK OF AMERICA CORP /DE/ | $4,474,245 | 221,607 | 1.19% | Shares |
| ROYAL BANK OF CANADA | $4,474,000 | 221,575 | 1.19% | Shares |
| Parallel Advisors, LLC | $4,343,941 | 215,153 | 1.16% | Shares |
| Accretive Wealth Partners, LLC | $4,140,666 | 205,085 | 1.10% | Shares |
| Whalen Wealth Management Inc. | $4,075,555 | 201,860 | 1.09% | Shares |
| CENTRAL TRUST Co | $3,776,358 | 187,041 | 1.01% | Shares |
| Signature Wealth Management Group | $3,702,398 | 181,499 | 0.99% | Shares |
| GOLDMAN SACHS GROUP INC | $3,424,466 | 169,612 | 0.91% | Shares |
| OneDigital Investment Advisors LLC | $3,398,522 | 168,327 | 0.90% | Shares |
| STIFEL FINANCIAL CORP | $3,195,807 | 158,287 | 0.85% | Shares |
| Integrated Wealth Concepts LLC | $2,746,406 | 136,028 | 0.73% | Shares |
| D.A. DAVIDSON & CO. | $2,698,918 | 133,676 | 0.72% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2,569,018 | 127,242 | 0.68% | Shares |
| LPL Financial LLC | $1,869,587 | 92,600 | 0.50% | Shares |
| HOWLAND CAPITAL MANAGEMENT LLC | $1,747,667 | 86,561 | 0.47% | Shares |
| Valmark Advisers, Inc. | $1,690,125 | 83,711 | 0.45% | Shares |
| Cetera Investment Advisers | $1,674,544 | 82,940 | 0.45% | Shares |
| Smartleaf Asset Management LLC | $1,461,695 | 72,236 | 0.39% | Shares |
| EIGHT 31 FINANCIAL, LLC | $1,384,126 | 68,555 | 0.37% | Shares |
| L2 Asset Management, LLC | $1,335,729 | 66,158 | 0.36% | Shares |
| Allworth Financial LP | $1,244,997 | 61,664 | 0.33% | Shares |
| Financial Engines Advisors L.L.C. | $1,180,106 | 58,450 | 0.31% | Shares |
| Creative Planning | $1,179,722 | 58,431 | 0.31% | Shares |
| CWM, LLC | $1,176,690 | 57,684 | 0.31% | Shares |
| SIGNATUREFD, LLC | $1,163,994 | 57,652 | 0.31% | Shares |
| SHELTON CAPITAL MANAGEMENT | $1,146,206 | 56,771 | 0.31% | Shares |
| MOULTON WEALTH MANAGEMENT, INC | $995,414 | 49,511 | 0.27% | Shares |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $946,810 | 46,895 | 0.25% | Shares |
| JANE STREET GROUP, LLC | $921,835 | 45,658 | 0.25% | Shares |
| MONECO ADVISORS, LLC | $861,146 | 41,322 | 0.23% | Shares |
| Associated Banc-Corp | $769,016 | 38,089 | 0.20% | Shares |
| BENJAMIN EDWARDS INC | $728,954 | 36,105 | 0.19% | Shares |
| Montecito Bank & Trust | $717,371 | 35,531 | 0.19% | Shares |
| Kestra Advisory Services, LLC | $679,776 | 33,669 | 0.18% | Shares |
| JIM SAULNIER & ASSOCIATES, LLC | $676,457 | 33,505 | 0.18% | Shares |
| LANARK FINANCIAL, INC. | $673,215 | 33,344 | 0.18% | Shares |
| Cerity Partners LLC | $655,509 | 32,467 | 0.17% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $638,535 | 31,626 | 0.17% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $598,371 | 29,637 | 0.16% | Shares |
| Old Port Advisors | $582,058 | 28,829 | 0.15% | Shares |
| Summit Wealth Partners, LLC | $578,201 | 28,638 | 0.15% | Shares |
| CITADEL ADVISORS LLC | $573,154 | 28,388 | 0.15% | Shares |
| Modern Wealth Management, LLC | $544,161 | 26,952 | 0.14% | Shares |
| Compass Ion Advisors, LLC | $528,595 | 26,181 | 0.14% | Shares |
| IFP Advisors, Inc | $512,947 | 25,406 | 0.14% | Shares |
| OSAIC HOLDINGS, INC. | $512,228 | 25,373 | 0.14% | Shares |
| Leo Wealth, LLC | $508,894 | 24,947 | 0.14% | Shares |
| Visionary Wealth Advisors | $501,399 | 24,834 | 0.13% | Shares |
| National Philanthropic Trust | $496,795 | 24,606 | 0.13% | Shares |
| Atlantic Private Wealth, LLC | $442,884 | 21,936 | 0.12% | Shares |
| DecisionMap Wealth Management, LLC | $435,640 | 21,577 | 0.12% | Shares |
| Granite Harbor Advisors, Inc. | $415,712 | 20,590 | 0.11% | Shares |
| Wealth Management Strategies, Inc. | $402,992 | 19,960 | 0.11% | Shares |
| Jacobi Capital Management LLC | $399,818 | 19,803 | 0.11% | Shares |
| COUNTRY CLUB BANK /GFN | $388,123 | 18,873 | 0.10% | Shares |
| CGN Advisors LLC | $382,883 | 18,964 | 0.10% | Shares |
| XY Planning Network, Inc. | $382,883 | 18,964 | 0.10% | Shares |
| HARBOUR INVESTMENTS, INC. | $376,193 | 18,633 | 0.10% | Shares |
| CARY STREET PARTNERS FINANCIAL LLC | $372,889 | 18,469 | 0.10% | Shares |
| Great Diamond Partners, LLC | $371,880 | 18,419 | 0.10% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $365,610 | 18,108 | 0.10% | Shares |
| Kestra Investment Management, LLC | $361,736 | 17,917 | 0.10% | Shares |
| Reliant Wealth Planning | $341,170 | 16,898 | 0.09% | Shares |
| Single Point Partners, LLC | $330,975 | 16,393 | 0.09% | Shares |
| STAR Financial Bank | $320,213 | 15,860 | 0.09% | Shares |
| BIP Wealth, LLC | $315,065 | 15,605 | 0.08% | Shares |
| Capital Investment Advisors, LLC | $298,378 | 14,778 | 0.08% | Shares |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | $296,793 | 14,700 | 0.08% | Shares |
| Physician Wealth Advisors, Inc. | $284,654 | 14,099 | 0.08% | Shares |
| Guidance Point Advisors, LLC | $278,925 | 13,815 | 0.07% | Shares |
| Jaffetilchin Investment Partners, LLC | $274,361 | 13,450 | 0.07% | Shares |
| Vestmark Advisory Solutions, Inc. | $264,693 | 13,110 | 0.07% | Shares |
| HM PAYSON & CO | $250,680 | 12,416 | 0.07% | Shares |
| Lido Advisors, LLC | $239,978 | 11,886 | 0.06% | Shares |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $228,693 | 11,327 | 0.06% | 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 | 19.88% | 2,097,292 PA | Aug. 8, 2026 | Daily |