IBGA Institutional Ownership & Shareholders
ISHARES IBONDS DEC 2044 ETF (IBGA) is currently held by 9 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $92.79M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Summitry Llc is currently the largest disclosed institutional shareholder of IBGA tracked by InsiderSet, reporting ownership valued at approximately $46.04M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $43.90M, representing an estimated loss of -4.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed IBGA value among the investors covered in this analysis. Major shareholders include Summitry Llc, Atlantic Union Bankshares Corp, Bank Of America Corp, and several other long-term asset managers with concentrated positions in ISHARES IBONDS DEC 2044 ETF (IBGA).
This page ranks the largest institutional IBGA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
9
Total Reported Value
$92.79M
Largest Holder
Summitry Llc
Largest Position
$46.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
16
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Summitry Llc | 1.51% | 1,883,848 | $46,038,231 | $43,900,817 | -$2,137,414 | -4.64% | |
| Atlantic Union Bankshares Corp | 0.68% | 1,668,003 | $40,763,324 | $38,870,808 | -$1,892,516 | -4.64% | |
| Bank Of America Corp | 0.00% | 135,923 | $3,321,686 | $3,167,522 | -$154,164 | -4.64% | |
| Krilogy Financial Llc | 0.03% | 49,613 | $1,110,359 | $1,156,171 | +$45,812 | +4.13% | |
| Insigneo Advisory Services, Llc | 0.03% | 30,303 | $740,557 | $706,175 | -$34,382 | -4.64% | |
| Mml Investors Services, Llc | 0.00% | 14,262 | $348,552 | $332,359 | -$16,193 | -4.65% | |
| Royal Bank Of Canada | 0.00% | 11,733 | $287,000 | $273,423 | -$13,577 | -4.73% | |
| Osaic Holdings, Inc. | 0.00% | 5,121 | $125,157 | $119,339 | -$5,818 | -4.65% | |
| Newedge Advisors, Llc | 0.00% | 2,116 | $51,712 | $49,311 | -$2,401 | -4.64% |
Frequently asked questions about IBGA
Who are the largest institutional holders of IBGA?
The largest institutional holders of IBGA reported in the latest SEC Form 13F filings include Summitry Llc, Atlantic Union Bankshares Corp, Bank Of America Corp, Krilogy Financial Llc, and Insigneo Advisory Services, Llc. InsiderSet ranks institutional holders by their latest reported IBGA position.
What is IBGA institutional ownership?
This page tracks IBGA positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS DEC 2044 ETF (IBGA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBGA?
InsiderSet currently tracks 9 institutional managers reporting IBGA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IBGA shareholders.
How much IBGA stock do institutions own?
Institutional investment managers disclosed approximately $92.79M in IBGA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBGA institutional ownership last updated?
The latest IBGA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IBGA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IBGA position after the reporting date.
Are institutions buying or selling IBGA?
Institutional buying and selling can be analyzed by comparing IBGA positions across consecutive 13F reporting periods. InsiderSet's IBGA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBGA ownership changes.
How has IBGA institutional ownership changed over time?
InsiderSet tracks IBGA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.