IBTM iShares iBonds Dec 2032 Term Treasury ETF
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Institutional owners (13F) 113 filers · $286.9M 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 |
|---|---|---|---|---|
| 12 (-10 vs prior Q) | 17 (+13 vs prior Q) | 56 (+1 vs prior Q) | 16 (0 vs prior Q) | -95K |
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 |
|---|---|---|---|---|
| Krilogy Financial LLC | $59,419,508 | 2,618,176 | 20.71% | Shares |
| UBS Group AG | $22,153,974 | 976,161 | 7.72% | Shares |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $16,700,047 | 735,847 | 5.82% | Shares |
| RAYMOND JAMES FINANCIAL INC | $11,090,751 | 488,687 | 3.87% | Shares |
| D.A. DAVIDSON & CO. | $10,510,348 | 463,113 | 3.66% | Shares |
| TRUIST FINANCIAL CORP | $10,204,783 | 449,649 | 3.56% | Shares |
| TITLEIST ASSET MANAGEMENT, LLC | $9,972,070 | 439,395 | 3.48% | Shares |
| Probity Advisors, Inc. | $9,859,168 | 434,420 | 3.44% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $8,948,241 | 394,282 | 3.12% | Shares |
| Snowden Capital Advisors LLC | $8,497,216 | 374,409 | 2.96% | Shares |
| Legacy Private Trust Co. | $8,460,991 | 372,813 | 2.95% | Shares |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $7,845,603 | 345,777 | 2.74% | Shares |
| AMERIPRISE FINANCIAL INC | $7,438,256 | 328,090 | 2.59% | Shares |
| HighTower Advisors, LLC | $6,826,232 | 300,781 | 2.38% | Shares |
| Atlantic Private Wealth, LLC | $6,672,071 | 293,989 | 2.33% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $5,006,874 | 220,616 | 1.75% | Shares |
| Asset Dedication, LLC | $4,996,416 | 220,155 | 1.74% | Shares |
| Stockman Wealth Management, Inc. | $4,960,857 | 218,588 | 1.73% | Shares |
| Yoder Wealth Management, Inc. | $4,920,594 | 216,814 | 1.72% | Shares |
| Accretive Wealth Partners, LLC | $4,150,417 | 182,878 | 1.45% | Shares |
| Parallel Advisors, LLC | $4,030,307 | 177,585 | 1.41% | Shares |
| LPL Financial LLC | $3,843,725 | 169,364 | 1.34% | Shares |
| JAMES INVESTMENT RESEARCH, INC. | $3,726,253 | 164,188 | 1.30% | Shares |
| NewEdge Advisors, LLC | $3,584,587 | 157,946 | 1.25% | Shares |
| ROYAL BANK OF CANADA | $2,945,000 | 129,762 | 1.03% | Shares |
| GOLDMAN SACHS GROUP INC | $2,756,262 | 121,448 | 0.96% | Shares |
| STIFEL FINANCIAL CORP | $2,704,287 | 119,158 | 0.94% | Shares |
| CENTRAL TRUST Co | $2,683,095 | 118,224 | 0.94% | Shares |
| Cetera Investment Advisers | $1,510,011 | 66,535 | 0.53% | Shares |
| COUNTRY CLUB BANK /GFN | $1,358,339 | 58,739 | 0.47% | Shares |
| Private Advisor Group, LLC | $1,247,027 | 54,947 | 0.43% | Shares |
| Cushing Capital Partners, LLC | $1,223,987 | 53,932 | 0.43% | Shares |
| CWM, LLC | $1,216,091 | 53,034 | 0.42% | Shares |
| IFP Advisors, Inc | $1,203,266 | 53,019 | 0.42% | Shares |
| Visionary Wealth Advisors | $1,201,724 | 52,951 | 0.42% | Shares |
| VERUS CAPITAL PARTNERS, LLC | $1,122,309 | 49,452 | 0.39% | Shares |
| Integrated Wealth Concepts LLC | $1,063,127 | 46,844 | 0.37% | Shares |
| Reliant Wealth Planning | $924,889 | 40,753 | 0.32% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $816,381 | 35,972 | 0.28% | Shares |
| BENJAMIN EDWARDS INC | $724,401 | 31,918 | 0.25% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $684,254 | 30,150 | 0.24% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $670,333 | 29,537 | 0.23% | Shares |
| L2 Asset Management, LLC | $661,554 | 29,150 | 0.23% | Shares |
| WELLS FARGO & COMPANY/MN | $658,927 | 29,034 | 0.23% | Shares |
| Financial Engines Advisors L.L.C. | $617,894 | 27,226 | 0.22% | Shares |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $612,425 | 26,985 | 0.21% | Shares |
| Kestra Advisory Services, LLC | $606,774 | 26,736 | 0.21% | Shares |
| 4WEALTH ADVISORS, INC. | $601,200 | 26,386 | 0.21% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $595,290 | 26,230 | 0.21% | Shares |
| BANK OF AMERICA CORP /DE/ | $590,138 | 26,003 | 0.21% | Shares |
| Modern Wealth Management, LLC | $544,135 | 23,976 | 0.19% | Shares |
| JANE STREET GROUP, LLC | $526,274 | 23,189 | 0.18% | Shares |
| MML INVESTORS SERVICES, LLC | $514,917 | 22,689 | 0.18% | Shares |
| Associated Banc-Corp | $514,495 | 22,670 | 0.18% | Shares |
| HEADINVEST, LLC | $467,562 | 20,602 | 0.16% | Shares |
| MOULTON WEALTH MANAGEMENT, INC | $461,176 | 20,401 | 0.16% | Shares |
| Jacobi Capital Management LLC | $398,834 | 17,574 | 0.14% | Shares |
| Leo Wealth, LLC | $394,967 | 17,225 | 0.14% | Shares |
| Belpointe Asset Management LLC | $378,893 | 16,695 | 0.13% | Shares |
| OSAIC HOLDINGS, INC. | $371,946 | 16,387 | 0.13% | Shares |
| AllSquare Wealth Management LLC | $362,516 | 15,673 | 0.13% | Shares |
| Kestra Investment Management, LLC | $359,075 | 15,822 | 0.13% | Shares |
| Brookstone Capital Management | $351,250 | 15,477 | 0.12% | Shares |
| Hyposwiss Advisors SA | $344,737 | 15,190 | 0.12% | Shares |
| Guidance Point Advisors, LLC | $343,171 | 15,121 | 0.12% | Shares |
| Single Point Partners, LLC | $331,007 | 14,585 | 0.12% | Shares |
| CARY STREET PARTNERS FINANCIAL LLC | $322,451 | 14,208 | 0.11% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $319,954 | 14,098 | 0.11% | Shares |
| Greater Midwest Financial Group, LLC | $305,847 | 13,476 | 0.11% | Shares |
| Jaffetilchin Investment Partners, LLC | $276,401 | 12,054 | 0.10% | Shares |
| Vestmark Advisory Solutions, Inc. | $270,846 | 11,934 | 0.09% | Shares |
| Great Diamond Partners, LLC | $268,981 | 11,852 | 0.09% | Shares |
| Lido Advisors, LLC | $266,076 | 11,724 | 0.09% | Shares |
| MONECO ADVISORS, LLC | $257,508 | 10,223 | 0.09% | Shares |
| Compass Ion Advisors, LLC | $254,184 | 11,200 | 0.09% | Shares |
| SIGNATUREFD, LLC | $249,872 | 11,010 | 0.09% | Shares |
| JIM SAULNIER & ASSOCIATES, LLC | $247,888 | 10,923 | 0.09% | Shares |
| Gladstone Institutional Advisory LLC | $229,810 | 10,126 | 0.08% | Shares |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $228,607 | 10,073 | 0.08% | Shares |
| Strait & Sound Wealth Management LLC | $219,077 | 9,554 | 0.08% | Shares |
| COLDSTREAM CAPITAL MANAGEMENT INC | $207,705 | 9,152 | 0.07% | Shares |
| Physician Wealth Advisors, Inc. | $183,424 | 8,082 | 0.06% | Shares |
| Atlantic Union Bankshares Corp | $152,715 | 6,729 | 0.05% | Shares |
| JPL Wealth Management, LLC | $150,990 | 6,653 | 0.05% | Shares |
| FIRST NATIONAL BANK OF OMAHA | $134,317 | 5,895 | 0.05% | Shares |
| MATHER GROUP, LLC. | $85,969 | 3,788 | 0.03% | Shares |
| McIlrath & Eck, LLC | $72,517 | 3,162 | 0.03% | Shares |
| FIFTH THIRD BANCORP | $63,092 | 2,780 | 0.02% | Shares |
| FMR LLC | $62,411 | 2,750 | 0.02% | Shares |
| US BANCORP \DE\ | $59,801 | 2,635 | 0.02% | Shares |
| FIDUCIARY FINANCIAL ADVISORS | $58,496 | 2,578 | 0.02% | Shares |
| Cherry Tree Wealth Management, LLC | $54,231 | 2,365 | 0.02% | Shares |
| Spectrum Wealth Counsel, LLC | $49,969 | 2,183 | 0.02% | Shares |
| Clearstead Trust, LLC | $44,347 | 1,954 | 0.02% | Shares |
| HARBOUR INVESTMENTS, INC. | $43,677 | 1,925 | 0.02% | Shares |
| Bogart Wealth, LLC | $40,284 | 1,775 | 0.01% | Shares |
| COMERICA BANK | $31,844 | 1,380 | 0.01% | Shares |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $29,374 | 1,300 | 0.01% | Shares |
| Crews Bank & Trust | $24,965 | 1,100 | 0.01% | Shares |
| Federation des caisses Desjardins du Quebec | $20,426 | 900 | 0.01% | Shares |