IBTL Institutional Ownership & Shareholders
ISHARES IBONDS DEC 2031 TERM (IBTL) is currently held by 140 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $468.64M 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 IBTL tracked by InsiderSet, reporting ownership valued at approximately $51.36M 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 $50.31M, representing an estimated loss of -2.05% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% of the total disclosed IBTL value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, True Private Wealth Advisors, Blackrock, Inc., and several other long-term asset managers with concentrated positions in ISHARES IBONDS DEC 2031 TERM (IBTL).
This page ranks the largest institutional IBTL 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
140
Total Reported Value
$468.64M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$51.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
84
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% | 2,544,060 | $51,364,571 | $50,309,550 | -$1,055,021 | -2.05% | |
| True Private Wealth Advisors | 2.86% | 1,728,921 | $33,662,102 | $34,189,931 | +$527,829 | +1.57% | |
| Blackrock, Inc. | 0.00% | 1,307,693 | $26,402,322 | $25,860,021 | -$542,301 | -2.05% | |
| Bank Of America Corp | 0.00% | 913,630 | $18,446,189 | $18,067,307 | -$378,882 | -2.05% | |
| Envestnet Asset Management Inc | 0.00% | 892,700 | $18,023,609 | $17,653,410 | -$370,199 | -2.05% | |
| Confluence Investment Management Llc | 0.27% | 841,069 | $16,375,607 | $16,632,392 | +$256,785 | +1.57% | |
| Krilogy Financial Llc | 0.43% | 814,934 | $15,862,691 | $16,115,564 | +$252,873 | +1.59% | |
| Morgan Stanley | 0.00% | 730,848 | $14,755,826 | $14,452,738 | -$303,088 | -2.05% | |
| Newedge Advisors, Llc | 0.04% | 676,777 | $13,664,135 | $13,383,468 | -$280,667 | -2.05% | |
| Ameriprise Financial Inc | 0.00% | 655,984 | $13,238,642 | $12,972,280 | -$266,362 | -2.01% | |
| Probity Advisors, Inc. | 1.67% | 600,504 | $11,691,819 | $11,875,147 | +$183,328 | +1.57% | |
| Shelton Wealth Management, Llc | 4.44% | 573,490 | $11,165,850 | $11,340,937 | +$175,087 | +1.57% | |
| Titleist Asset Management, Llc | 0.72% | 567,063 | $11,040,710 | $11,213,841 | +$173,131 | +1.57% | |
| Mercer Global Advisors Inc | 0.01% | 484,813 | $9,788,367 | $9,587,323 | -$201,044 | -2.05% | |
| Heartwood Wealth Advisors Llc | 0.76% | 496,439 | $9,665,667 | $9,817,230 | +$151,563 | +1.57% | |
| Legacy Private Trust Co. | 0.50% | 467,052 | $9,093,501 | $9,236,093 | +$142,592 | +1.57% | |
| Raymond James Financial Inc | 0.00% | 445,255 | $8,989,705 | $8,805,051 | -$184,654 | -2.05% | |
| Snowden Capital Advisors Llc | 0.19% | 406,659 | $8,210,443 | $8,041,804 | -$168,639 | -2.05% | |
| Headland Capital, Llc | 2.02% | 405,441 | $8,185,863 | $8,017,717 | -$168,146 | -2.05% | |
| United Capital Financial Advisors, Llc | 0.04% | 396,107 | $7,989,042 | $7,833,135 | -$155,907 | -1.95% | |
| Foronjy Financial Llc | 2.37% | 346,653 | $6,749,332 | $6,855,167 | +$105,835 | +1.57% | |
| Spreng Capital Management, Inc. | 2.31% | 314,831 | $6,356,437 | $6,225,877 | -$130,560 | -2.05% | |
| Fagan Associates, Inc. | 0.71% | 314,191 | $6,117,294 | $6,213,221 | +$95,927 | +1.57% | |
| Stockman Wealth Management, Inc. | 0.57% | 280,375 | $5,458,911 | $5,544,500 | +$85,589 | +1.57% | |
| Royal Bank Of Canada | 0.00% | 253,349 | $5,115,000 | $5,010,052 | -$104,948 | -2.05% | |
| Asset Dedication, Llc | 0.31% | 242,011 | $4,886,203 | $4,785,840 | -$100,363 | -2.05% | |
| Ubs Group Ag | 0.00% | 224,307 | $4,528,758 | $4,435,738 | -$93,020 | -2.05% | |
| Yoder Wealth Management, Inc. | 1.68% | 229,314 | $4,464,744 | $4,534,753 | +$70,009 | +1.57% | |
| Parallel Advisors, Llc | 0.07% | 215,153 | $4,343,941 | $4,254,715 | -$89,226 | -2.05% | |
| Thoroughbred Financial Services, Llc | 0.20% | 209,387 | $4,227,000 | $4,140,691 | -$86,309 | -2.04% | |
| Whalen Wealth Management Inc. | 1.79% | 214,831 | $4,182,758 | $4,248,347 | +$65,589 | +1.57% | |
| Accretive Wealth Partners, Llc | 1.01% | 205,085 | $4,140,666 | $4,055,617 | -$85,049 | -2.05% | |
| Choreo, Llc | 0.04% | 209,692 | $4,082,697 | $4,146,722 | +$64,025 | +1.57% | |
| Central Trust Co | 0.07% | 187,041 | $3,776,358 | $3,698,792 | -$77,566 | -2.05% | |
| Signature Wealth Management Group | 1.41% | 181,499 | $3,702,398 | $3,589,197 | -$113,201 | -3.06% | |
| Community Financial Services Group, Llc | 0.56% | 189,487 | $3,686,470 | $3,747,162 | +$60,692 | +1.65% | |
| Goldman Sachs Group Inc | 0.00% | 169,612 | $3,424,466 | $3,354,128 | -$70,338 | -2.05% | |
| Onedigital Investment Advisors Llc | 0.03% | 168,327 | $3,398,522 | $3,328,717 | -$69,805 | -2.05% | |
| Stifel Financial Corp | 0.00% | 158,390 | $3,197,887 | $3,132,210 | -$65,677 | -2.05% | |
| Janney Montgomery Scott Llc | 0.01% | 157,222 | $3,174,000 | $3,109,112 | -$64,888 | -2.04% | |
| D.A. Davidson & Co. | 0.02% | 147,818 | $2,878,016 | $2,923,145 | +$45,129 | +1.57% | |
| Boston Family Office Llc | 0.17% | 139,397 | $2,814,000 | $2,756,617 | -$57,383 | -2.04% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.03% | 132,987 | $2,589,257 | $2,629,858 | +$40,601 | +1.57% | |
| Integrated Wealth Concepts Llc | 0.01% | 112,419 | $2,269,744 | $2,223,119 | -$46,625 | -2.05% | |
| Howland Capital Management Llc | 0.07% | 105,140 | $2,047,076 | $2,079,175 | +$32,099 | +1.57% | |
| Lpl Financial Llc | 0.00% | 92,600 | $1,869,587 | $1,831,193 | -$38,394 | -2.05% | |
| Valmark Advisers, Inc. | 0.02% | 83,711 | $1,690,125 | $1,655,410 | -$34,715 | -2.05% | |
| Cetera Investment Advisers | 0.00% | 82,940 | $1,674,544 | $1,640,163 | -$34,381 | -2.05% | |
| Smartleaf Asset Management Llc | 0.05% | 72,236 | $1,461,695 | $1,428,489 | -$33,206 | -2.27% | |
| Eight 31 Financial, Llc | 0.82% | 68,555 | $1,384,126 | $1,355,696 | -$28,430 | -2.05% |
Frequently asked questions about IBTL
Who are the largest institutional holders of IBTL?
The largest institutional holders of IBTL reported in the latest SEC Form 13F filings include Wells Fargo & Company/Mn, True Private Wealth Advisors, Blackrock, Inc., Bank Of America Corp, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported IBTL position.
What is IBTL institutional ownership?
This page tracks IBTL positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS DEC 2031 TERM (IBTL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBTL?
InsiderSet currently tracks 140 institutional managers reporting IBTL 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 IBTL shareholders.
How much IBTL stock do institutions own?
Institutional investment managers disclosed approximately $468.64M in IBTL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBTL institutional ownership last updated?
The latest IBTL 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 IBTL 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 IBTL position after the reporting date.
Are institutions buying or selling IBTL?
Institutional buying and selling can be analyzed by comparing IBTL positions across consecutive 13F reporting periods. InsiderSet's IBTL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBTL ownership changes.
How has IBTL institutional ownership changed over time?
InsiderSet tracks IBTL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.