IBGM Institutional Ownership & Shareholders
ISHARES IBOND DEC 2056 T ETF (IBGM) is currently held by 6 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $39.24M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Krilogy Financial Llc is currently the largest disclosed institutional shareholder of IBGM tracked by InsiderSet, reporting ownership valued at approximately $35.78M in its September 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 $35.78M, representing an estimated gain of +0.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed IBGM value among the investors covered in this analysis. Major shareholders include Krilogy Financial Llc, Blackrock, Inc., Citadel Advisors Llc, and several other long-term asset managers with concentrated positions in ISHARES IBOND DEC 2056 T ETF (IBGM).
This page ranks the largest institutional IBGM 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
6
Total Reported Value
$39.24M
Largest Holder
Krilogy Financial Llc
Largest Position
$35.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
6
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Krilogy Financial Llc | 0.98% | 1,586,275 | $35,780,492 | $35,780,495 | +$3 | +0.00% | |
| Blackrock, Inc. | 0.00% | 50,000 | $1,249,030 | $1,127,815 | -$121,215 | -9.70% | |
| Citadel Advisors Llc | 0.00% | 41,077 | $1,026,128 | $926,545 | -$99,583 | -9.70% | |
| Jane Street Group, Llc | 0.00% | 32,033 | $800,204 | $722,546 | -$77,658 | -9.70% | |
| Snowden Capital Advisors Llc | 0.01% | 12,337 | $308,186 | $278,277 | -$29,909 | -9.70% | |
| Clayton Financial Group Llc | 0.04% | 3,530 | $79,452 | $79,624 | +$172 | +0.22% |
Frequently asked questions about IBGM
Who are the largest institutional holders of IBGM?
The largest institutional holders of IBGM reported in the latest SEC Form 13F filings include Krilogy Financial Llc, Blackrock, Inc., Citadel Advisors Llc, Jane Street Group, Llc, and Snowden Capital Advisors Llc. InsiderSet ranks institutional holders by their latest reported IBGM position.
What is IBGM institutional ownership?
This page tracks IBGM positions reported by institutional investment managers through SEC Form 13F. ISHARES IBOND DEC 2056 T ETF (IBGM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBGM?
InsiderSet currently tracks 6 institutional managers reporting IBGM 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 IBGM shareholders.
How much IBGM stock do institutions own?
Institutional investment managers disclosed approximately $39.24M in IBGM holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBGM institutional ownership last updated?
The latest IBGM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 IBGM 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 IBGM position after the reporting date.
Are institutions buying or selling IBGM?
Institutional buying and selling can be analyzed by comparing IBGM positions across consecutive 13F reporting periods. InsiderSet's IBGM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBGM ownership changes.
How has IBGM institutional ownership changed over time?
InsiderSet tracks IBGM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.