IBTG Institutional Ownership & Shareholders
ISHARES IBONDS DEC 2026 TERM (IBTG) is currently held by 316 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.73B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Hm Payson & Co is currently the largest disclosed institutional shareholder of IBTG tracked by InsiderSet, reporting ownership valued at approximately $129.50M 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 $129.50M, representing an estimated loss of -0.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 42% of the total disclosed IBTG value among the investors covered in this analysis. Major shareholders include Hm Payson & Co, Bank Of America Corp, Morgan Stanley, and several other long-term asset managers with concentrated positions in ISHARES IBONDS DEC 2026 TERM (IBTG).
This page ranks the largest institutional IBTG 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
316
Total Reported Value
$1.73B
Largest Holder
Hm Payson & Co
Largest Position
$129.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
28
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hm Payson & Co | 1.72% | 5,657,354 | $129,496,852 | $129,496,833 | -$19 | -0.00% | |
| Bank Of America Corp | 0.01% | 4,303,932 | $98,517,009 | $98,517,003 | -$6 | -0.00% | |
| Morgan Stanley | 0.00% | 3,991,582 | $91,367,339 | $91,367,312 | -$27 | -0.00% | |
| Northcoast Asset Management Llc | 1.75% | 3,459,551 | $79,189,128 | $79,189,122 | -$6 | -0.00% | |
| Newedge Advisors, Llc | 0.18% | 2,698,260 | $61,763,166 | $61,763,171 | +$5 | +0.00% | |
| Lpl Financial Llc | 0.01% | 2,504,018 | $57,316,980 | $57,316,972 | -$8 | -0.00% | |
| Mercer Global Advisors Inc | 0.07% | 2,437,085 | $55,784,877 | $55,784,876 | -$1 | -0.00% | |
| Wells Fargo & Company/Mn | 0.01% | 2,394,076 | $54,800,403 | $54,800,400 | -$3 | -0.00% | |
| Connecticut Wealth Management, Llc | 1.72% | 2,049,615 | $46,895,182 | $46,915,687 | +$20,505 | +0.04% | |
| United Capital Financial Advisors, Llc | 0.24% | 1,908,680 | $43,694,669 | $43,689,685 | -$4,984 | -0.01% | |
| Integrated Wealth Concepts Llc | 0.24% | 1,590,845 | $36,414,446 | $36,414,442 | -$4 | -0.00% | |
| Financial Advisory Corp | 4.63% | 1,587,633 | $36,325,051 | $36,340,919 | +$15,868 | +0.04% | |
| Summitry Llc | 1.17% | 1,554,803 | $35,589,445 | $35,589,441 | -$4 | -0.00% | |
| Arax Advisory Partners | 0.23% | 1,538,030 | $35,205,508 | $35,205,507 | -$1 | -0.00% | |
| Ubs Group Ag | 0.01% | 1,477,091 | $33,810,613 | $33,810,613 | -$0 | -0.00% | |
| Envestnet Asset Management Inc | 0.01% | 1,411,233 | $32,303,120 | $32,303,123 | +$3 | +0.00% | |
| Raymond James Financial Inc | 0.01% | 1,386,313 | $31,732,721 | $31,732,705 | -$16 | -0.00% | |
| Wealthspire Advisors, Llc | 0.16% | 1,274,142 | $29,165,114 | $29,165,110 | -$4 | -0.00% | |
| Oneascent Financial Services Llc | 1.00% | 911,609 | $20,866,725 | $20,866,730 | +$5 | +0.00% | |
| Krilogy Financial Llc | 0.56% | 894,474 | $20,429,795 | $20,474,510 | +$44,715 | +0.22% | |
| Moseley Investment Management Inc | 6.15% | 842,161 | $19,298,114 | $19,277,065 | -$21,049 | -0.11% | |
| Mkt Advisors Llc | 5.81% | 792,655 | $18,100,280 | $18,143,873 | +$43,593 | +0.24% | |
| Osaic Holdings, Inc. | 0.02% | 711,891 | $16,299,616 | $16,295,185 | -$4,431 | -0.03% | |
| Stratos Wealth Partners, Ltd. | 0.16% | 702,959 | $16,090,738 | $16,090,732 | -$6 | -0.00% | |
| Capital Investment Advisors, Llc | 0.21% | 691,366 | $15,818,460 | $15,825,368 | +$6,908 | +0.04% | |
| Denver Pwm, Llc | 5.13% | 675,466 | $15,454,660 | $15,461,417 | +$6,757 | +0.04% | |
| Cwm, Llc | 0.04% | 669,629 | $15,344,546 | $15,327,808 | -$16,738 | -0.11% | |
| Apella Capital, Llc | 0.19% | 645,847 | $14,744,691 | $14,783,438 | +$38,747 | +0.26% | |
| Scissortail Wealth Management, Llc | 2.70% | 642,868 | $14,708,819 | $14,715,249 | +$6,430 | +0.04% | |
| Carnegie Investment Counsel | 0.29% | 641,876 | $14,686,123 | $14,692,542 | +$6,419 | +0.04% | |
| Mv Capital Management, Inc. | 1.33% | 639,320 | $14,627,633 | $14,634,035 | +$6,402 | +0.04% | |
| Creativeone Wealth, Llc | 0.31% | 635,300 | $14,542,017 | $14,542,017 | $0 | 0.00% | |
| Baird Financial Group, Inc. | 0.02% | 559,719 | $12,811,968 | $12,811,968 | -$0 | -0.00% | |
| Jpmorgan Chase & Co | 0.00% | 512,575 | $11,732,842 | $11,732,842 | -$0 | -0.00% | |
| Royal Bank Of Canada | 0.00% | 511,804 | $11,714,000 | $11,715,194 | +$1,194 | +0.01% | |
| Baltimore-Washington Financial Advisors, Inc. | 0.42% | 489,313 | $11,200,389 | $11,200,375 | -$14 | -0.00% | |
| Sanctuary Advisors, Llc | 0.05% | 485,021 | $11,102,142 | $11,102,131 | -$11 | -0.00% | |
| Rebalance, Llc | 0.56% | 471,559 | $10,789,274 | $10,793,986 | +$4,712 | +0.04% | |
| Asset Dedication, Llc | 0.67% | 471,496 | $10,787,838 | $10,792,543 | +$4,705 | +0.04% | |
| Stratos Wealth Advisors, Llc | 0.58% | 465,346 | $10,651,782 | $10,651,770 | -$12 | -0.00% | |
| Asset Advisors Investment Management, Llc | 0.92% | 458,007 | $10,479,200 | $10,483,780 | +$4,580 | +0.04% | |
| Beacon Pointe Advisors, Llc | 0.05% | 456,059 | $10,439,201 | $10,439,191 | -$10 | -0.00% | |
| Stifel Financial Corp | 0.01% | 430,268 | $9,848,839 | $9,848,835 | -$4 | -0.00% | |
| Commonwealth Equity Services, Llc | 0.01% | 413,520 | $9,461,329 | $9,465,473 | +$4,144 | +0.04% | |
| Janney Montgomery Scott Llc | 0.02% | 392,166 | $8,977,000 | $8,976,680 | -$320 | -0.00% | |
| Mariner, Llc | 0.01% | 390,157 | $8,930,695 | $8,930,694 | -$1 | -0.00% | |
| Titleist Asset Management, Llc | 0.57% | 386,220 | $8,836,715 | $8,840,576 | +$3,861 | +0.04% | |
| Financial Engines Advisors L.L.C. | 0.02% | 380,451 | $8,708,513 | $8,708,523 | +$10 | +0.00% | |
| Midwest Professional Planners, Ltd. | 1.72% | 380,175 | $8,698,411 | $8,702,206 | +$3,795 | +0.04% | |
| Tower Research Capital Llc (Trc) | 0.21% | 376,204 | $8,611,310 | $8,611,310 | -$0 | -0.00% |
Frequently asked questions about IBTG
Who are the largest institutional holders of IBTG?
The largest institutional holders of IBTG reported in the latest SEC Form 13F filings include Hm Payson & Co, Bank Of America Corp, Morgan Stanley, Northcoast Asset Management Llc, and Newedge Advisors, Llc. InsiderSet ranks institutional holders by their latest reported IBTG position.
What is IBTG institutional ownership?
This page tracks IBTG positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS DEC 2026 TERM (IBTG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBTG?
InsiderSet currently tracks 316 institutional managers reporting IBTG 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 IBTG shareholders.
How much IBTG stock do institutions own?
Institutional investment managers disclosed approximately $1.73B in IBTG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBTG institutional ownership last updated?
The latest IBTG 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 IBTG 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 IBTG position after the reporting date.
Are institutions buying or selling IBTG?
Institutional buying and selling can be analyzed by comparing IBTG positions across consecutive 13F reporting periods. InsiderSet's IBTG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBTG ownership changes.
How has IBTG institutional ownership changed over time?
InsiderSet tracks IBTG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.