ISHARES IBONDS DEC 2026 TERM (IBTG) Institutional Shareholders
ISHARES IBONDS DEC 2026 TERM (IBTG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.84B in IBTG holdings during the latest filing period.
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 $129.33M, representing an estimated loss of -0.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 39% 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
$1.84B
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 | $129,327,112 | -$169,740 | -0.13% | |
| Bank Of America Corp | 0.01% | 4,303,932 | $98,517,009 | $98,387,886 | -$129,123 | -0.13% | |
| Morgan Stanley | 0.00% | 3,991,582 | $91,367,339 | $91,247,565 | -$119,774 | -0.13% | |
| Northcoast Asset Management Llc | 1.75% | 3,459,551 | $79,189,128 | $79,085,336 | -$103,792 | -0.13% | |
| Newedge Advisors, Llc | 0.18% | 2,698,260 | $61,763,166 | $61,682,224 | -$80,942 | -0.13% | |
| Lpl Financial Llc | 0.01% | 2,504,018 | $57,316,980 | $57,241,851 | -$75,129 | -0.13% | |
| Mercer Global Advisors Inc | 0.07% | 2,437,085 | $55,784,877 | $55,711,763 | -$73,114 | -0.13% | |
| Wells Fargo & Company/Mn | 0.01% | 2,394,076 | $54,800,403 | $54,728,577 | -$71,826 | -0.13% | |
| Capital Investment Advisors, Llc | 0.71% | 2,337,874 | $53,513,941 | $53,443,800 | -$70,141 | -0.13% | |
| Connecticut Wealth Management, Llc | 1.63% | 1,924,924 | $44,061,514 | $44,003,763 | -$57,751 | -0.13% | |
| United Capital Financial Advisors, Llc | 0.24% | 1,908,680 | $43,694,669 | $43,632,425 | -$62,244 | -0.14% | |
| Financial Advisory Corp | 4.83% | 1,591,146 | $36,421,323 | $36,373,598 | -$47,725 | -0.13% | |
| Integrated Wealth Concepts Llc | 0.24% | 1,590,845 | $36,414,446 | $36,366,717 | -$47,729 | -0.13% | |
| Summitry Llc | 1.17% | 1,554,803 | $35,589,445 | $35,542,797 | -$46,648 | -0.13% | |
| Arax Advisory Partners | 0.23% | 1,538,030 | $35,205,508 | $35,159,366 | -$46,142 | -0.13% | |
| Ubs Group Ag | 0.01% | 1,477,091 | $33,810,613 | $33,766,300 | -$44,313 | -0.13% | |
| Envestnet Asset Management Inc | 0.01% | 1,411,233 | $32,303,120 | $32,260,786 | -$42,334 | -0.13% | |
| Raymond James Financial Inc | 0.01% | 1,386,313 | $31,732,721 | $31,691,115 | -$41,606 | -0.13% | |
| Wealthspire Advisors, Llc | 0.16% | 1,274,142 | $29,165,114 | $29,126,886 | -$38,228 | -0.13% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.31% | 1,020,698 | $23,363,783 | $23,333,156 | -$30,627 | -0.13% | |
| Krilogy Financial Llc | 0.67% | 993,197 | $22,734,290 | $22,704,483 | -$29,807 | -0.13% | |
| Oneascent Financial Services Llc | 1.00% | 911,609 | $20,866,725 | $20,839,382 | -$27,343 | -0.13% | |
| Horizon Advisory Services, Inc. | 8.66% | 897,318 | $20,539,609 | $20,512,689 | -$26,920 | -0.13% | |
| Moseley Investment Management Inc | 6.15% | 842,161 | $19,298,114 | $19,251,800 | -$46,314 | -0.24% | |
| Carnegie Investment Counsel | 0.38% | 842,147 | $19,297,799 | $19,251,480 | -$46,319 | -0.24% | |
| Mkt Advisors Llc | 5.75% | 809,577 | $18,490,731 | $18,506,930 | +$16,199 | +0.09% | |
| Apella Capital, Llc | 0.24% | 738,612 | $16,869,903 | $16,884,670 | +$14,767 | +0.09% | |
| Osaic Holdings, Inc. | 0.02% | 711,891 | $16,299,616 | $16,273,828 | -$25,788 | -0.16% | |
| Mv Capital Management, Inc. | 1.43% | 703,839 | $16,110,884 | $16,089,760 | -$21,124 | -0.13% | |
| Stratos Wealth Partners, Ltd. | 0.16% | 702,959 | $16,090,738 | $16,069,643 | -$21,095 | -0.13% | |
| Denver Pwm, Llc | 5.18% | 692,276 | $15,825,431 | $15,825,429 | -$2 | -0.00% | |
| Cwm, Llc | 0.04% | 669,629 | $15,344,546 | $15,307,719 | -$36,827 | -0.24% | |
| Creativeone Wealth, Llc | 0.31% | 635,300 | $14,542,017 | $14,522,958 | -$19,059 | -0.13% | |
| Scissortail Wealth Management, Llc | 2.76% | 626,984 | $14,351,661 | $14,332,854 | -$18,807 | -0.13% | |
| Delta Wealth Advisors Llc | 9.54% | 583,557 | $13,357,624 | $13,340,113 | -$17,511 | -0.13% | |
| Baird Financial Group, Inc. | 0.02% | 559,719 | $12,811,968 | $12,795,176 | -$16,792 | -0.13% | |
| Jpmorgan Chase & Co | 0.00% | 512,575 | $11,732,842 | $11,717,465 | -$15,378 | -0.13% | |
| Royal Bank Of Canada | 0.00% | 511,804 | $11,714,000 | $11,699,839 | -$14,161 | -0.12% | |
| Baltimore-Washington Financial Advisors, Inc. | 0.42% | 489,313 | $11,200,389 | $11,185,695 | -$14,694 | -0.13% | |
| Sanctuary Advisors, Llc | 0.05% | 485,021 | $11,102,142 | $11,087,580 | -$14,562 | -0.13% | |
| Asset Advisors Investment Management, Llc | 1.01% | 480,912 | $11,008,076 | $10,993,648 | -$14,428 | -0.13% | |
| Stratos Wealth Advisors, Llc | 0.58% | 465,346 | $10,651,782 | $10,637,810 | -$13,972 | -0.13% | |
| Beacon Pointe Advisors, Llc | 0.05% | 456,059 | $10,439,201 | $10,425,509 | -$13,692 | -0.13% | |
| Stifel Financial Corp | 0.01% | 430,268 | $9,848,839 | $9,835,926 | -$12,913 | -0.13% | |
| Commonwealth Equity Services, Llc | 0.01% | 420,723 | $9,630,355 | $9,617,728 | -$12,627 | -0.13% | |
| Asset Dedication, Llc | 0.58% | 401,238 | $9,184,344 | $9,172,301 | -$12,043 | -0.13% | |
| Bip Wealth, Llc | 0.26% | 398,667 | $9,125,483 | $9,113,528 | -$11,955 | -0.13% | |
| Midwest Professional Planners, Ltd. | 1.77% | 393,713 | $9,012,094 | $9,000,279 | -$11,815 | -0.13% | |
| Janney Montgomery Scott Llc | 0.02% | 392,166 | $8,977,000 | $8,964,915 | -$12,085 | -0.13% | |
| Mariner, Llc | 0.01% | 390,157 | $8,930,695 | $8,918,989 | -$11,706 | -0.13% |
Frequently asked questions about IBTG
Who owns the most IBTG stock?
The largest holders of IBTG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES IBONDS DEC 2026 TERM (IBTG).
Is IBTG widely held by superinvestors?
Many widely followed stocks like IBTG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBTG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.