IBTM Institutional Ownership & Shareholders
ISHARES IBNDS DEC 2032 TT (IBTM) is currently held by 113 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $352.63M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Krilogy Financial Llc is currently the largest disclosed institutional shareholder of IBTM tracked by InsiderSet, reporting ownership valued at approximately $55.49M in its September 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 $56.53M, representing an estimated gain of +1.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed IBTM value among the investors covered in this analysis. Major shareholders include Krilogy Financial Llc, Parcion Private Wealth Llc, Ubs Group Ag, and several other long-term asset managers with concentrated positions in ISHARES IBNDS DEC 2032 TT (IBTM).
This page ranks the largest institutional IBTM 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
113
Total Reported Value
$352.63M
Largest Holder
Krilogy Financial Llc
Largest Position
$55.49M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
122
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Krilogy Financial Llc | 1.52% | 2,550,327 | $55,487,456 | $56,530,293 | +$1,042,837 | +1.88% | |
| Parcion Private Wealth Llc | 1.39% | 1,181,630 | $25,684,019 | $26,191,892 | +$507,873 | +1.98% | |
| Ubs Group Ag | 0.00% | 976,161 | $22,153,974 | $21,637,487 | -$516,487 | -2.33% | |
| Morgan Stanley | 0.00% | 885,349 | $20,093,004 | $19,624,557 | -$468,447 | -2.33% | |
| Confluence Investment Management Llc | 0.26% | 703,031 | $15,281,162 | $15,583,315 | +$302,153 | +1.98% | |
| Raymond James Financial Inc | 0.00% | 532,804 | $12,091,984 | $11,810,080 | -$281,904 | -2.33% | |
| D.A. Davidson & Co. | 0.06% | 539,402 | $11,724,493 | $11,956,331 | +$231,838 | +1.98% | |
| Probity Advisors, Inc. | 1.59% | 512,727 | $11,144,694 | $11,365,055 | +$220,361 | +1.98% | |
| Titleist Asset Management, Llc | 0.68% | 485,641 | $10,555,941 | $10,764,670 | +$208,729 | +1.98% | |
| Truist Financial Corp | 0.01% | 476,731 | $10,362,278 | $10,567,172 | +$204,894 | +1.98% | |
| Envestnet Asset Management Inc | 0.00% | 394,282 | $8,948,241 | $8,739,615 | -$208,626 | -2.33% | |
| Snowden Capital Advisors Llc | 0.20% | 374,409 | $8,497,216 | $8,299,112 | -$198,104 | -2.33% | |
| Legacy Private Trust Co. | 0.46% | 381,845 | $8,299,820 | $8,463,938 | +$164,118 | +1.98% | |
| Wells Fargo & Company/Mn | 0.00% | 362,730 | $8,232,158 | $8,040,237 | -$191,921 | -2.33% | |
| United Capital Financial Advisors, Llc | 0.04% | 345,777 | $7,845,603 | $7,664,458 | -$181,145 | -2.31% | |
| Ameriprise Financial Inc | 0.00% | 328,090 | $7,438,256 | $7,272,410 | -$165,846 | -2.23% | |
| Janney Montgomery Scott Llc | 0.01% | 312,533 | $7,093,000 | $6,927,575 | -$165,425 | -2.33% | |
| Atlantic Private Wealth, Llc | 4.09% | 293,989 | $6,672,071 | $6,516,531 | -$155,540 | -2.33% | |
| Yoder Wealth Management, Inc. | 2.20% | 268,144 | $5,828,405 | $5,943,653 | +$115,248 | +1.98% | |
| Stockman Wealth Management, Inc. | 0.53% | 235,483 | $5,118,483 | $5,219,693 | +$101,210 | +1.98% | |
| Mercer Global Advisors Inc | 0.01% | 220,616 | $5,006,874 | $4,890,152 | -$116,722 | -2.33% | |
| Asset Dedication, Llc | 0.31% | 220,155 | $4,996,416 | $4,879,934 | -$116,482 | -2.33% | |
| Bank Of America Corp | 0.00% | 203,434 | $4,616,935 | $4,509,298 | -$107,637 | -2.33% | |
| Royal Bank Of Canada | 0.00% | 183,319 | $4,160,000 | $4,063,431 | -$96,569 | -2.32% | |
| Accretive Wealth Partners, Llc | 1.01% | 182,878 | $4,150,417 | $4,053,655 | -$96,762 | -2.33% | |
| Parallel Advisors, Llc | 0.06% | 177,585 | $4,030,307 | $3,936,331 | -$93,976 | -2.33% | |
| Lpl Financial Llc | 0.00% | 169,364 | $3,843,725 | $3,754,105 | -$89,620 | -2.33% | |
| Newedge Advisors, Llc | 0.01% | 157,946 | $3,584,587 | $3,501,015 | -$83,572 | -2.33% | |
| James Investment Research, Inc. | 0.38% | 162,249 | $3,526,652 | $3,596,395 | +$69,743 | +1.98% | |
| Choreo, Llc | 0.03% | 138,159 | $3,003,044 | $3,062,419 | +$59,375 | +1.98% | |
| Thoroughbred Financial Services, Llc | 0.14% | 125,114 | $2,839,000 | $2,773,264 | -$65,736 | -2.32% | |
| Goldman Sachs Group Inc | 0.00% | 121,448 | $2,756,262 | $2,692,004 | -$64,258 | -2.33% | |
| Stifel Financial Corp | 0.00% | 119,249 | $2,706,352 | $2,643,261 | -$63,091 | -2.33% | |
| Central Trust Co | 0.05% | 118,224 | $2,683,095 | $2,620,541 | -$62,554 | -2.33% | |
| Boston Family Office Llc | 0.11% | 81,786 | $1,856,000 | $1,812,860 | -$43,140 | -2.32% | |
| Cetera Investment Advisers | 0.00% | 66,535 | $1,510,011 | $1,474,808 | -$35,203 | -2.33% | |
| Ifp Advisors, Inc | 0.02% | 59,996 | $1,304,079 | $1,329,865 | +$25,786 | +1.98% | |
| Private Advisor Group, Llc | 0.01% | 54,947 | $1,247,027 | $1,217,950 | -$29,077 | -2.33% | |
| Cwm, Llc | 0.00% | 53,034 | $1,216,091 | $1,175,546 | -$40,545 | -3.33% | |
| Visionary Wealth Advisors | 0.05% | 52,951 | $1,201,724 | $1,173,707 | -$28,017 | -2.33% | |
| Cushing Capital Partners, Llc | 0.70% | 52,409 | $1,139,167 | $1,161,693 | +$22,526 | +1.98% | |
| Verus Capital Partners, Llc | 0.06% | 49,452 | $1,122,309 | $1,096,148 | -$26,161 | -2.33% | |
| First National Bank Of Omaha | 0.03% | 47,922 | $1,091,902 | $1,062,234 | -$29,668 | -2.72% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 46,472 | $1,011,936 | $1,030,094 | +$18,158 | +1.79% | |
| Reliant Wealth Planning | 0.25% | 40,753 | $924,889 | $903,327 | -$21,562 | -2.33% | |
| Commonwealth Equity Services, Llc | 0.00% | 35,153 | $764,101 | $779,198 | +$15,097 | +1.98% | |
| Benjamin Edwards Inc | 0.01% | 31,918 | $724,401 | $707,491 | -$16,910 | -2.33% | |
| 4Wealth Advisors, Inc. | 0.47% | 31,167 | $678,060 | $690,845 | +$12,785 | +1.89% | |
| Captrust Financial Advisors | 0.00% | 29,537 | $670,333 | $654,714 | -$15,619 | -2.33% | |
| L2 Asset Management, Llc | 0.07% | 29,150 | $661,554 | $646,136 | -$15,418 | -2.33% |
Frequently asked questions about IBTM
Who are the largest institutional holders of IBTM?
The largest institutional holders of IBTM reported in the latest SEC Form 13F filings include Krilogy Financial Llc, Parcion Private Wealth Llc, Ubs Group Ag, Morgan Stanley, and Confluence Investment Management Llc. InsiderSet ranks institutional holders by their latest reported IBTM position.
What is IBTM institutional ownership?
This page tracks IBTM positions reported by institutional investment managers through SEC Form 13F. ISHARES IBNDS DEC 2032 TT (IBTM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBTM?
InsiderSet currently tracks 113 institutional managers reporting IBTM 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 IBTM shareholders.
How much IBTM stock do institutions own?
Institutional investment managers disclosed approximately $352.63M in IBTM holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBTM institutional ownership last updated?
The latest IBTM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 IBTM 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 IBTM position after the reporting date.
Are institutions buying or selling IBTM?
Institutional buying and selling can be analyzed by comparing IBTM positions across consecutive 13F reporting periods. InsiderSet's IBTM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBTM ownership changes.
How has IBTM institutional ownership changed over time?
InsiderSet tracks IBTM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.