IBTK Institutional Ownership & Shareholders
ISHARES IBONDS DEC 2030 TREA (IBTK) is currently held by 185 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $794.53M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of IBTK tracked by InsiderSet, reporting ownership valued at approximately $61.53M 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 $60.54M, representing an estimated loss of -1.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 42% of the total disclosed IBTK value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Mercer Global Advisors Inc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in ISHARES IBONDS DEC 2030 TREA (IBTK).
This page ranks the largest institutional IBTK 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
185
Total Reported Value
$794.53M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$61.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
53
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | 0.01% | 3,148,800 | $61,527,547 | $60,540,718 | -$986,829 | -1.60% | |
| Mercer Global Advisors Inc | 0.07% | 2,861,909 | $55,921,702 | $55,024,780 | -$896,922 | -1.60% | |
| Bank Of America Corp | 0.00% | 2,030,426 | $39,674,525 | $39,038,189 | -$636,336 | -1.60% | |
| Financial Advisory Corp | 4.32% | 1,783,915 | $33,876,539 | $34,298,620 | +$422,081 | +1.25% | |
| Envestnet Asset Management Inc | 0.01% | 1,383,189 | $27,027,518 | $26,594,022 | -$433,496 | -1.60% | |
| Blackrock, Inc. | 0.00% | 1,352,130 | $26,420,620 | $25,996,863 | -$423,757 | -1.60% | |
| United Capital Financial Advisors, Llc | 0.14% | 1,341,750 | $26,197,674 | $25,797,291 | -$400,383 | -1.53% | |
| Hm Payson & Co | 0.31% | 1,203,728 | $23,520,855 | $23,143,597 | -$377,258 | -1.60% | |
| Mml Investors Services, Llc | 0.04% | 1,058,574 | $20,684,542 | $20,352,779 | -$331,763 | -1.60% | |
| Horizon Advisory Services, Inc. | 7.77% | 1,081,298 | $20,533,849 | $20,789,684 | +$255,835 | +1.25% | |
| Titleist Asset Management, Llc | 1.28% | 1,043,754 | $19,820,880 | $20,067,841 | +$246,961 | +1.25% | |
| D.A. Davidson & Co. | 0.11% | 1,042,284 | $19,792,973 | $20,039,578 | +$246,605 | +1.25% | |
| Journey Advisory Group, Llc | 1.35% | 902,785 | $17,640,419 | $17,357,486 | -$282,933 | -1.60% | |
| Commonwealth Equity Services, Llc | 0.02% | 907,252 | $17,228,727 | $17,443,371 | +$214,644 | +1.25% | |
| Cwm, Llc | 0.04% | 836,477 | $16,495,326 | $16,082,609 | -$412,717 | -2.50% | |
| Ameriprise Financial Inc | 0.00% | 709,148 | $13,850,919 | $13,634,505 | -$216,414 | -1.56% | |
| Mkt Advisors Llc | 4.28% | 701,895 | $13,339,513 | $13,495,054 | +$155,541 | +1.17% | |
| Ubs Group Ag | 0.00% | 665,373 | $13,001,388 | $12,792,861 | -$208,527 | -1.60% | |
| Denver Pwm, Llc | 4.31% | 684,588 | $13,000,325 | $13,162,300 | +$161,975 | +1.25% | |
| Probity Advisors, Inc. | 1.76% | 648,157 | $12,308,501 | $12,461,855 | +$153,354 | +1.25% | |
| Shelton Wealth Management, Llc | 4.46% | 591,232 | $11,227,496 | $11,367,381 | +$139,885 | +1.25% | |
| Legacy Private Trust Co. | 0.60% | 571,288 | $10,848,759 | $10,983,926 | +$135,167 | +1.25% | |
| Newedge Advisors, Llc | 0.03% | 540,886 | $10,568,913 | $10,399,399 | -$169,514 | -1.60% | |
| Waycross Investment Management Co | 8.43% | 549,582 | $10,436,562 | $10,566,593 | +$130,031 | +1.25% | |
| Eight 31 Financial, Llc | 6.02% | 517,756 | $10,116,953 | $9,954,688 | -$162,265 | -1.60% | |
| Krilogy Financial Llc | 0.27% | 523,794 | $9,944,232 | $10,070,778 | +$126,546 | +1.27% | |
| Royal Bank Of Canada | 0.00% | 496,614 | $9,704,000 | $9,548,199 | -$155,801 | -1.61% | |
| Heartwood Wealth Advisors Llc | 0.76% | 504,949 | $9,588,982 | $9,708,452 | +$119,470 | +1.25% | |
| Morgan Stanley | 0.00% | 483,015 | $9,438,123 | $9,286,736 | -$151,387 | -1.60% | |
| Arax Advisory Partners | 0.06% | 459,994 | $8,988,284 | $8,844,121 | -$144,163 | -1.60% | |
| Trust Co | 0.78% | 471,853 | $8,960,481 | $9,072,129 | +$111,648 | +1.25% | |
| Snowden Capital Advisors Llc | 0.21% | 454,129 | $8,873,684 | $8,731,357 | -$142,327 | -1.60% | |
| Mbl Wealth, Llc | 0.50% | 439,761 | $8,351,062 | $8,455,109 | +$104,047 | +1.25% | |
| Raymond James Financial Inc | 0.00% | 426,449 | $8,332,821 | $8,199,164 | -$133,657 | -1.60% | |
| Lpl Financial Llc | 0.00% | 396,135 | $7,740,487 | $7,616,329 | -$124,158 | -1.60% | |
| Cetera Investment Advisers | 0.01% | 356,942 | $6,974,656 | $6,862,781 | -$111,875 | -1.60% | |
| Confluence Investment Management Llc | 0.10% | 310,328 | $5,893,137 | $5,966,552 | +$73,415 | +1.25% | |
| Rebalance, Llc | 0.30% | 304,176 | $5,776,310 | $5,848,270 | +$71,960 | +1.25% | |
| Baird Financial Group, Inc. | 0.01% | 284,901 | $5,566,966 | $5,477,678 | -$89,288 | -1.60% | |
| Stockman Wealth Management, Inc. | 0.57% | 289,883 | $5,504,886 | $5,573,464 | +$68,578 | +1.25% | |
| Central Trust Co | 0.09% | 265,398 | $5,185,872 | $5,102,701 | -$83,171 | -1.60% | |
| Asset Dedication, Llc | 0.31% | 253,041 | $4,944,422 | $4,865,118 | -$79,304 | -1.60% | |
| Bailard, Inc. | 0.10% | 255,957 | $4,860,623 | $4,921,183 | +$60,560 | +1.25% | |
| Thoroughbred Financial Services, Llc | 0.22% | 230,021 | $4,494,000 | $4,422,522 | -$71,478 | -1.59% | |
| Howland Capital Management Llc | 0.15% | 226,564 | $4,302,451 | $4,356,055 | +$53,604 | +1.25% | |
| Accretive Wealth Partners, Llc | 1.01% | 211,769 | $4,137,966 | $4,071,598 | -$66,368 | -1.60% | |
| Chatham Capital Group, Inc. | 0.50% | 203,975 | $3,873,485 | $3,921,746 | +$48,261 | +1.25% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.05% | 203,205 | $3,858,863 | $3,906,941 | +$48,078 | +1.25% | |
| Parallel Advisors, Llc | 0.06% | 196,725 | $3,844,007 | $3,782,353 | -$61,654 | -1.60% | |
| Janney Montgomery Scott Llc | 0.01% | 196,484 | $3,839,000 | $3,777,719 | -$61,281 | -1.60% |
Frequently asked questions about IBTK
Who are the largest institutional holders of IBTK?
The largest institutional holders of IBTK reported in the latest SEC Form 13F filings include Wells Fargo & Company/Mn, Mercer Global Advisors Inc, Bank Of America Corp, Financial Advisory Corp, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported IBTK position.
What is IBTK institutional ownership?
This page tracks IBTK positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS DEC 2030 TREA (IBTK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBTK?
InsiderSet currently tracks 185 institutional managers reporting IBTK 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 IBTK shareholders.
How much IBTK stock do institutions own?
Institutional investment managers disclosed approximately $794.53M in IBTK holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBTK institutional ownership last updated?
The latest IBTK 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 IBTK 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 IBTK position after the reporting date.
Are institutions buying or selling IBTK?
Institutional buying and selling can be analyzed by comparing IBTK positions across consecutive 13F reporting periods. InsiderSet's IBTK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBTK ownership changes.
How has IBTK institutional ownership changed over time?
InsiderSet tracks IBTK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.