ISHARES IBONDS DEC 2030 TREA (IBTK) Institutional Shareholders
ISHARES IBONDS DEC 2030 TREA (IBTK) 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 $719.50M in IBTK holdings during the latest filing period.
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 $60.08M, representing an estimated loss of -2.35% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 46% 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
174
Total Reported Value
$719.50M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$61.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
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 | $60,079,104 | -$1,448,443 | -2.35% | |
| Mercer Global Advisors Inc | 0.07% | 2,861,909 | $55,921,702 | $54,605,224 | -$1,316,478 | -2.35% | |
| Bank Of America Corp | 0.00% | 2,030,426 | $39,674,525 | $38,740,528 | -$933,997 | -2.35% | |
| Envestnet Asset Management Inc | 0.01% | 1,383,189 | $27,027,518 | $26,391,246 | -$636,272 | -2.35% | |
| Titleist Asset Management, Llc | 1.81% | 1,373,804 | $26,844,124 | $26,212,180 | -$631,944 | -2.35% | |
| Blackrock, Inc. | 0.00% | 1,352,130 | $26,420,620 | $25,798,640 | -$621,980 | -2.35% | |
| United Capital Financial Advisors, Llc | 0.14% | 1,341,750 | $26,197,674 | $25,600,590 | -$597,084 | -2.28% | |
| Hm Payson & Co | 0.31% | 1,203,728 | $23,520,855 | $22,967,130 | -$553,725 | -2.35% | |
| Mml Investors Services, Llc | 0.04% | 1,058,574 | $20,684,542 | $20,197,592 | -$486,950 | -2.35% | |
| D.A. Davidson & Co. | 0.11% | 1,010,033 | $19,736,045 | $19,271,430 | -$464,615 | -2.35% | |
| Journey Advisory Group, Llc | 1.35% | 902,785 | $17,640,419 | $17,225,138 | -$415,281 | -2.35% | |
| Cwm, Llc | 0.04% | 836,477 | $16,495,326 | $15,959,981 | -$535,345 | -3.25% | |
| Ameriprise Financial Inc | 0.00% | 709,148 | $13,850,919 | $13,530,544 | -$320,375 | -2.31% | |
| Mkt Advisors Llc | 4.30% | 712,012 | $13,848,629 | $13,585,189 | -$263,440 | -1.90% | |
| Denver Pwm, Llc | 4.35% | 684,939 | $13,304,934 | $13,068,636 | -$236,298 | -1.78% | |
| Ubs Group Ag | 0.00% | 665,373 | $13,001,388 | $12,695,317 | -$306,071 | -2.35% | |
| Probity Advisors, Inc. | 1.68% | 601,267 | $11,748,762 | $11,472,174 | -$276,588 | -2.35% | |
| Legacy Private Trust Co. | 0.63% | 577,483 | $11,284,017 | $11,018,376 | -$265,641 | -2.35% | |
| Shelton Wealth Management, Llc | 4.29% | 554,476 | $10,834,461 | $10,579,402 | -$255,059 | -2.35% | |
| Newedge Advisors, Llc | 0.03% | 540,886 | $10,568,913 | $10,320,105 | -$248,808 | -2.35% | |
| Bailard, Inc. | 0.21% | 536,041 | $10,474,241 | $10,227,662 | -$246,579 | -2.35% | |
| Waycross Investment Management Co | 7.90% | 531,033 | $10,376,385 | $10,132,110 | -$244,275 | -2.35% | |
| Eight 31 Financial, Llc | 6.02% | 517,756 | $10,116,953 | $9,878,784 | -$238,169 | -2.35% | |
| Royal Bank Of Canada | 0.00% | 496,614 | $9,704,000 | $9,475,395 | -$228,605 | -2.36% | |
| Krilogy Financial Llc | 0.29% | 495,545 | $9,682,953 | $9,454,999 | -$227,954 | -2.35% | |
| Heartwood Wealth Advisors Llc | 0.75% | 493,754 | $9,647,953 | $9,420,826 | -$227,127 | -2.35% | |
| Trust Co | 0.86% | 490,577 | $9,585,873 | $9,360,209 | -$225,664 | -2.35% | |
| Morgan Stanley | 0.00% | 483,015 | $9,438,123 | $9,215,926 | -$222,197 | -2.35% | |
| Arax Advisory Partners | 0.06% | 459,994 | $8,988,284 | $8,776,686 | -$211,598 | -2.35% | |
| Snowden Capital Advisors Llc | 0.21% | 454,129 | $8,873,684 | $8,664,781 | -$208,903 | -2.35% | |
| Raymond James Financial Inc | 0.00% | 426,449 | $8,332,821 | $8,136,647 | -$196,174 | -2.35% | |
| Lpl Financial Llc | 0.00% | 396,135 | $7,740,487 | $7,558,256 | -$182,231 | -2.35% | |
| Cetera Investment Advisers | 0.01% | 356,942 | $6,974,656 | $6,810,453 | -$164,203 | -2.35% | |
| Rebalance, Llc | 0.30% | 297,499 | $5,813,138 | $5,676,281 | -$136,857 | -2.35% | |
| Baird Financial Group, Inc. | 0.01% | 284,901 | $5,566,966 | $5,435,911 | -$131,055 | -2.35% | |
| Stockman Wealth Management, Inc. | 0.56% | 276,786 | $5,408,407 | $5,281,077 | -$127,330 | -2.35% | |
| Commonwealth Equity Services, Llc | 0.01% | 272,855 | $5,331,590 | $5,206,073 | -$125,517 | -2.35% | |
| Central Trust Co | 0.09% | 265,398 | $5,185,872 | $5,063,794 | -$122,078 | -2.35% | |
| Asset Dedication, Llc | 0.31% | 253,041 | $4,944,422 | $4,828,022 | -$116,400 | -2.35% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.06% | 234,846 | $4,588,887 | $4,480,862 | -$108,025 | -2.35% | |
| Thoroughbred Financial Services, Llc | 0.22% | 230,021 | $4,494,000 | $4,388,801 | -$105,199 | -2.34% | |
| Accretive Wealth Partners, Llc | 1.01% | 211,769 | $4,137,966 | $4,040,553 | -$97,413 | -2.35% | |
| Chatham Capital Group, Inc. | 0.50% | 198,375 | $3,876,248 | $3,784,995 | -$91,253 | -2.35% | |
| Howland Capital Management Llc | 0.14% | 197,806 | $3,865,130 | $3,774,138 | -$90,992 | -2.35% | |
| Parallel Advisors, Llc | 0.06% | 196,725 | $3,844,007 | $3,753,513 | -$90,494 | -2.35% | |
| Janney Montgomery Scott Llc | 0.01% | 196,484 | $3,839,000 | $3,748,915 | -$90,085 | -2.35% | |
| Boston Family Office Llc | 0.20% | 164,416 | $3,213,000 | $3,137,057 | -$75,943 | -2.36% | |
| Sanctuary Advisors, Llc | 0.01% | 157,609 | $3,079,678 | $3,007,180 | -$72,498 | -2.35% | |
| Integrated Wealth Concepts Llc | 0.02% | 153,569 | $3,000,734 | $2,930,097 | -$70,637 | -2.35% | |
| Atria Investments, Inc | 0.02% | 125,385 | $2,450,019 | $2,392,346 | -$57,673 | -2.35% |
Frequently asked questions about IBTK
Who owns the most IBTK stock?
The largest holders of IBTK 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 2030 TREA (IBTK).
Is IBTK widely held by superinvestors?
Many widely followed stocks like IBTK appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBTK 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.