ISHARES IBONDS DEC 2031 TERM (IBTL) Institutional Shareholders
ISHARES IBONDS DEC 2031 TERM (IBTL) 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 $442.46M in IBTL holdings during the latest filing period.
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 $50.03M, representing an estimated loss of -2.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% 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
134
Total Reported Value
$442.46M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$51.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
127
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 | $50,028,940 | -$1,335,631 | -2.60% | |
| True Private Wealth Advisors | 2.94% | 1,688,677 | $34,094,392 | $33,207,833 | -$886,559 | -2.60% | |
| Blackrock, Inc. | 0.00% | 1,307,693 | $26,402,322 | $25,715,783 | -$686,539 | -2.60% | |
| Titleist Asset Management, Llc | 1.35% | 990,421 | $19,996,605 | $19,476,629 | -$519,976 | -2.60% | |
| Bank Of America Corp | 0.00% | 913,630 | $18,446,189 | $17,966,534 | -$479,655 | -2.60% | |
| Envestnet Asset Management Inc | 0.00% | 892,700 | $18,023,609 | $17,554,946 | -$468,664 | -2.60% | |
| Krilogy Financial Llc | 0.45% | 753,026 | $15,203,594 | $14,808,256 | -$395,338 | -2.60% | |
| Morgan Stanley | 0.00% | 730,848 | $14,755,826 | $14,372,126 | -$383,700 | -2.60% | |
| Newedge Advisors, Llc | 0.04% | 676,777 | $13,664,135 | $13,308,820 | -$355,315 | -2.60% | |
| Ameriprise Financial Inc | 0.00% | 655,984 | $13,238,642 | $12,899,925 | -$338,717 | -2.56% | |
| Probity Advisors, Inc. | 1.61% | 558,788 | $11,281,921 | $10,988,566 | -$293,355 | -2.60% | |
| Shelton Wealth Management, Llc | 4.29% | 536,805 | $10,838,093 | $10,556,270 | -$281,823 | -2.60% | |
| Mercer Global Advisors Inc | 0.01% | 484,813 | $9,788,367 | $9,533,848 | -$254,519 | -2.60% | |
| Park Avenue Securities Llc | 0.06% | 470,144 | $9,492,000 | $9,245,382 | -$246,618 | -2.60% | |
| Legacy Private Trust Co. | 0.51% | 455,751 | $9,201,612 | $8,962,343 | -$239,269 | -2.60% | |
| Raymond James Financial Inc | 0.00% | 445,255 | $8,989,705 | $8,755,940 | -$233,765 | -2.60% | |
| Snowden Capital Advisors Llc | 0.19% | 406,659 | $8,210,443 | $7,996,949 | -$213,494 | -2.60% | |
| Headland Capital, Llc | 2.02% | 405,441 | $8,185,863 | $7,972,997 | -$212,866 | -2.60% | |
| United Capital Financial Advisors, Llc | 0.04% | 396,107 | $7,989,042 | $7,789,444 | -$199,598 | -2.50% | |
| Foronjy Financial Llc | 2.50% | 337,588 | $6,815,894 | $6,638,668 | -$177,226 | -2.60% | |
| Spreng Capital Management, Inc. | 2.31% | 314,831 | $6,356,437 | $6,191,152 | -$165,285 | -2.60% | |
| Fagan Associates, Inc. | 0.69% | 277,458 | $5,601,875 | $5,456,212 | -$145,663 | -2.60% | |
| Stockman Wealth Management, Inc. | 0.55% | 264,766 | $5,345,635 | $5,206,623 | -$139,012 | -2.60% | |
| Royal Bank Of Canada | 0.00% | 253,349 | $5,115,000 | $4,982,108 | -$132,892 | -2.60% | |
| Asset Dedication, Llc | 0.31% | 242,011 | $4,886,203 | $4,759,146 | -$127,057 | -2.60% | |
| Yoder Wealth Management, Inc. | 1.78% | 226,174 | $4,566,453 | $4,447,712 | -$118,741 | -2.60% | |
| Ubs Group Ag | 0.00% | 224,307 | $4,528,758 | $4,410,997 | -$117,761 | -2.60% | |
| Parallel Advisors, Llc | 0.07% | 215,153 | $4,343,941 | $4,230,984 | -$112,957 | -2.60% | |
| Thoroughbred Financial Services, Llc | 0.20% | 209,387 | $4,227,000 | $4,117,595 | -$109,405 | -2.59% | |
| Accretive Wealth Partners, Llc | 1.01% | 205,085 | $4,140,666 | $4,032,997 | -$107,669 | -2.60% | |
| Whalen Wealth Management Inc. | 1.83% | 201,860 | $4,075,555 | $3,969,577 | -$105,978 | -2.60% | |
| Central Trust Co | 0.07% | 187,041 | $3,776,358 | $3,678,161 | -$98,197 | -2.60% | |
| Signature Wealth Management Group | 1.41% | 181,499 | $3,702,398 | $3,569,178 | -$133,220 | -3.60% | |
| Goldman Sachs Group Inc | 0.00% | 169,612 | $3,424,466 | $3,335,420 | -$89,046 | -2.60% | |
| Onedigital Investment Advisors Llc | 0.03% | 168,327 | $3,398,522 | $3,310,150 | -$88,372 | -2.60% | |
| Stifel Financial Corp | 0.00% | 158,390 | $3,197,887 | $3,114,739 | -$83,148 | -2.60% | |
| Janney Montgomery Scott Llc | 0.01% | 157,222 | $3,174,000 | $3,091,771 | -$82,229 | -2.59% | |
| Boston Family Office Llc | 0.17% | 139,397 | $2,814,000 | $2,741,242 | -$72,758 | -2.59% | |
| D.A. Davidson & Co. | 0.01% | 133,676 | $2,698,918 | $2,628,739 | -$70,179 | -2.60% | |
| Integrated Wealth Concepts Llc | 0.01% | 112,419 | $2,269,744 | $2,210,720 | -$59,024 | -2.60% | |
| Lpl Financial Llc | 0.00% | 92,600 | $1,869,587 | $1,820,979 | -$48,608 | -2.60% | |
| Howland Capital Management Llc | 0.06% | 86,561 | $1,747,667 | $1,702,222 | -$45,445 | -2.60% | |
| Valmark Advisers, Inc. | 0.02% | 83,711 | $1,690,125 | $1,646,177 | -$43,948 | -2.60% | |
| Cetera Investment Advisers | 0.00% | 82,940 | $1,674,544 | $1,631,015 | -$43,529 | -2.60% | |
| Smartleaf Asset Management Llc | 0.05% | 72,236 | $1,461,695 | $1,420,521 | -$41,174 | -2.82% | |
| Eight 31 Financial, Llc | 0.82% | 68,555 | $1,384,126 | $1,348,134 | -$35,992 | -2.60% | |
| L2 Asset Management, Llc | 0.14% | 66,158 | $1,335,729 | $1,300,997 | -$34,732 | -2.60% | |
| Allworth Financial Lp | 0.01% | 61,664 | $1,244,997 | $1,212,623 | -$32,374 | -2.60% | |
| First National Bank Of Omaha | 0.03% | 60,869 | $1,231,683 | $1,196,989 | -$34,694 | -2.82% | |
| Financial Engines Advisors L.L.C. | 0.00% | 58,450 | $1,180,106 | $1,149,419 | -$30,687 | -2.60% |
Frequently asked questions about IBTL
Who owns the most IBTL stock?
The largest holders of IBTL 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 2031 TERM (IBTL).
Is IBTL widely held by superinvestors?
Many widely followed stocks like IBTL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBTL 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.