ISHARES IBONDS DEC 2031 TERM (IBTL) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $380.58M 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 $60.36M in its March 31, 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 $59.40M, representing an estimated loss of -1.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed IBTL value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, True Private Wealth Advisors, Titleist Asset Management, Llc, 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
125
Total Reported Value
$380.58M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$60.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
136
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% | 2,958,826 | $60,356,790 | $59,398,432 | -$958,358 | -1.59% | |
| True Private Wealth Advisors | 3.62% | 1,862,284 | $37,988,558 | $37,385,351 | -$603,207 | -1.59% | |
| Titleist Asset Management, Llc | 1.47% | 955,082 | $19,482,622 | $19,173,271 | -$309,351 | -1.59% | |
| Envestnet Asset Management Inc | 0.00% | 857,874 | $17,499,679 | $17,221,821 | -$277,858 | -1.59% | |
| Bank Of America Corp | 0.00% | 788,860 | $16,091,785 | $15,836,365 | -$255,421 | -1.59% | |
| Morgan Stanley | 0.00% | 717,089 | $14,627,834 | $14,395,562 | -$232,272 | -1.59% | |
| Krilogy Financial Llc | 0.46% | 705,440 | $14,387,173 | $14,161,708 | -$225,465 | -1.57% | |
| Ameriprise Financial Inc | 0.00% | 652,473 | $13,310,072 | $13,098,395 | -$211,677 | -1.59% | |
| Probity Advisors, Inc. | 1.63% | 503,140 | $10,263,494 | $10,100,536 | -$162,959 | -1.59% | |
| Shelton Wealth Management, Llc | 4.46% | 495,824 | $10,114,263 | $9,953,667 | -$160,596 | -1.59% | |
| Legacy Private Trust Co. | 0.54% | 428,215 | $8,735,114 | $8,596,416 | -$138,698 | -1.59% | |
| Snowden Capital Advisors Llc | 0.22% | 400,392 | $8,167,548 | $8,037,869 | -$129,679 | -1.59% | |
| Headland Capital, Llc | 2.15% | 374,930 | $7,648,160 | $7,526,720 | -$121,440 | -1.59% | |
| Raymond James Financial Inc | 0.00% | 366,986 | $7,486,123 | $7,367,244 | -$118,879 | -1.59% | |
| United Capital Financial Advisors, Llc | 0.05% | 363,176 | $7,402,889 | $7,290,758 | -$112,131 | -1.51% | |
| Hightower Advisors, Llc | 0.01% | 357,981 | $7,302,405 | $7,186,469 | -$115,936 | -1.59% | |
| Foronjy Financial Llc | 2.68% | 316,496 | $6,456,177 | $6,353,657 | -$102,520 | -1.59% | |
| Spreng Capital Management, Inc. | 2.94% | 305,422 | $6,230,273 | $6,131,347 | -$98,926 | -1.59% | |
| Royal Bank Of Canada | 0.00% | 293,263 | $5,982,000 | $5,887,255 | -$94,745 | -1.58% | |
| Fagan Associates, Inc. | 0.77% | 272,203 | $5,552,632 | $5,464,475 | -$88,157 | -1.59% | |
| Stockman Wealth Management, Inc. | 0.57% | 252,186 | $5,144,327 | $5,062,634 | -$81,693 | -1.59% | |
| Mercer Global Advisors Inc | 0.01% | 232,834 | $4,749,554 | $4,674,143 | -$75,411 | -1.59% | |
| Yoder Wealth Management, Inc. | 2.08% | 223,634 | $4,561,888 | $4,489,453 | -$72,435 | -1.59% | |
| Ubs Group Ag | 0.00% | 210,729 | $4,298,661 | $4,230,385 | -$68,276 | -1.59% | |
| Parallel Advisors, Llc | 0.07% | 200,701 | $4,094,096 | $4,029,073 | -$65,023 | -1.59% | |
| Whalen Wealth Management Inc. | 2.19% | 200,556 | $4,091,122 | $4,026,162 | -$64,960 | -1.59% | |
| Signature Wealth Management Group | 1.41% | 181,499 | $3,702,398 | $3,643,592 | -$58,806 | -1.59% | |
| Onedigital Investment Advisors Llc | 0.04% | 181,499 | $3,702,380 | $3,643,592 | -$58,788 | -1.59% | |
| Central Trust Co | 0.07% | 173,481 | $3,538,822 | $3,482,631 | -$56,191 | -1.59% | |
| Accretive Wealth Partners, Llc | 0.95% | 165,612 | $3,378,303 | $3,324,661 | -$53,642 | -1.59% | |
| Stifel Financial Corp | 0.00% | 161,562 | $3,295,687 | $3,243,357 | -$52,330 | -1.59% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 121,290 | $2,474,175 | $2,434,897 | -$39,278 | -1.59% | |
| Goldman Sachs Group Inc | 0.00% | 110,412 | $2,252,283 | $2,216,521 | -$35,762 | -1.59% | |
| D.A. Davidson & Co. | 0.01% | 106,550 | $2,173,502 | $2,138,991 | -$34,511 | -1.59% | |
| Moulton Wealth Management, Inc | 1.48% | 106,671 | $2,170,231 | $2,141,420 | -$28,811 | -1.33% | |
| Lpl Financial Llc | 0.00% | 96,475 | $1,967,978 | $1,936,736 | -$31,242 | -1.59% | |
| Howland Capital Management Llc | 0.07% | 86,261 | $1,759,630 | $1,731,690 | -$27,940 | -1.59% | |
| Cetera Investment Advisers | 0.00% | 79,801 | $1,627,845 | $1,602,005 | -$25,840 | -1.59% | |
| Creative Planning | 0.00% | 78,519 | $1,601,701 | $1,576,269 | -$25,432 | -1.59% | |
| Tower Research Capital Llc (Trc) | 0.04% | 75,884 | $1,547,950 | $1,523,371 | -$24,579 | -1.59% | |
| Private Advisor Group, Llc | 0.01% | 72,236 | $1,473,535 | $1,450,138 | -$23,397 | -1.59% | |
| Smartleaf Asset Management Llc | 0.05% | 72,236 | $1,470,364 | $1,450,138 | -$20,226 | -1.38% | |
| Eight 31 Financial, Llc | 0.80% | 65,178 | $1,329,560 | $1,308,448 | -$21,112 | -1.59% | |
| L2 Asset Management, Llc | 0.13% | 64,688 | $1,319,572 | $1,298,612 | -$20,960 | -1.59% | |
| First National Bank Of Omaha | 0.04% | 63,584 | $1,294,251 | $1,276,449 | -$17,802 | -1.38% | |
| Integrated Wealth Concepts Llc | 0.01% | 58,402 | $1,191,340 | $1,172,420 | -$18,920 | -1.59% | |
| Shelton Capital Management | 0.03% | 57,921 | $1,181,525 | $1,162,764 | -$18,761 | -1.59% | |
| Cwm, Llc | 0.00% | 57,684 | $1,176,690 | $1,158,006 | -$18,684 | -1.59% | |
| Valmark Advisers, Inc. | 0.01% | 57,509 | $1,173,120 | $1,154,493 | -$18,627 | -1.59% | |
| Financial Engines Advisors L.L.C. | 0.00% | 57,444 | $1,171,794 | $1,153,188 | -$18,606 | -1.59% |
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.