ISHARES IBNDS DEC 2032 TT (IBTM) Institutional Shareholders
ISHARES IBNDS DEC 2032 TT (IBTM) 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 $317.42M in IBTM holdings during the latest filing period.
Krilogy Financial Llc is currently the largest disclosed institutional shareholder of IBTM tracked by InsiderSet, reporting ownership valued at approximately $59.42M 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 $58.65M, representing an estimated loss of -1.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed IBTM value among the investors covered in this analysis. Major shareholders include Krilogy Financial Llc, Ubs Group Ag, Morgan Stanley, 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
108
Total Reported Value
$317.42M
Largest Holder
Krilogy Financial Llc
Largest Position
$59.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
121
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Krilogy Financial Llc | 1.76% | 2,618,176 | $59,419,508 | $58,647,142 | -$772,366 | -1.30% | |
| Ubs Group Ag | 0.00% | 995,710 | $22,831,631 | $22,303,904 | -$527,727 | -2.31% | |
| Morgan Stanley | 0.00% | 848,984 | $19,467,553 | $19,017,242 | -$450,311 | -2.31% | |
| Confluence Investment Management Llc | 0.26% | 735,847 | $16,700,047 | $16,482,973 | -$217,074 | -1.30% | |
| Raymond James Financial Inc | 0.00% | 527,222 | $12,089,418 | $11,809,773 | -$279,645 | -2.31% | |
| D.A. Davidson & Co. | 0.06% | 463,113 | $10,510,348 | $10,373,731 | -$136,617 | -1.30% | |
| Truist Financial Corp | 0.01% | 449,649 | $10,204,783 | $10,072,138 | -$132,645 | -1.30% | |
| Titleist Asset Management, Llc | 0.67% | 439,395 | $9,972,070 | $9,842,448 | -$129,622 | -1.30% | |
| Probity Advisors, Inc. | 1.41% | 434,420 | $9,859,168 | $9,731,008 | -$128,160 | -1.30% | |
| Envestnet Asset Management Inc | 0.00% | 394,282 | $8,948,241 | $8,831,917 | -$116,324 | -1.30% | |
| Legacy Private Trust Co. | 0.48% | 376,158 | $8,536,905 | $8,425,939 | -$110,966 | -1.30% | |
| Snowden Capital Advisors Llc | 0.22% | 369,187 | $8,465,612 | $8,269,789 | -$195,823 | -2.31% | |
| Wells Fargo & Company/Mn | 0.00% | 351,071 | $8,050,199 | $7,863,990 | -$186,209 | -2.31% | |
| United Capital Financial Advisors, Llc | 0.04% | 304,411 | $6,973,179 | $6,818,806 | -$154,373 | -2.21% | |
| Ameriprise Financial Inc | 0.00% | 282,765 | $6,483,910 | $6,333,936 | -$149,974 | -2.31% | |
| Hightower Advisors, Llc | 0.01% | 279,945 | $6,419,237 | $6,270,768 | -$148,469 | -2.31% | |
| Atlantic Private Wealth, Llc | 3.52% | 234,626 | $5,380,072 | $5,255,622 | -$124,450 | -2.31% | |
| Asset Dedication, Llc | 0.31% | 220,155 | $4,996,416 | $4,931,472 | -$64,944 | -1.30% | |
| Yoder Wealth Management, Inc. | 1.92% | 216,814 | $4,920,594 | $4,856,634 | -$63,960 | -1.30% | |
| Stockman Wealth Management, Inc. | 0.51% | 200,616 | $4,600,205 | $4,493,798 | -$106,407 | -2.31% | |
| Mercer Global Advisors Inc | 0.01% | 199,069 | $4,564,723 | $4,459,146 | -$105,577 | -2.31% | |
| Citadel Advisors Llc | 0.00% | 192,879 | $4,422,793 | $4,320,490 | -$102,303 | -2.31% | |
| Bank Of America Corp | 0.00% | 187,988 | $4,310,565 | $4,210,931 | -$99,634 | -2.31% | |
| Lpl Financial Llc | 0.00% | 182,760 | $4,190,757 | $4,093,824 | -$96,933 | -2.31% | |
| Accretive Wealth Partners, Llc | 1.01% | 182,878 | $4,150,417 | $4,096,467 | -$53,950 | -1.30% | |
| Parallel Advisors, Llc | 0.07% | 162,870 | $3,734,675 | $3,648,288 | -$86,387 | -2.31% | |
| James Investment Research, Inc. | 0.38% | 164,188 | $3,726,253 | $3,677,811 | -$48,442 | -1.30% | |
| Royal Bank Of Canada | 0.00% | 145,272 | $3,331,000 | $3,254,093 | -$76,907 | -2.31% | |
| Stifel Financial Corp | 0.00% | 128,214 | $2,940,012 | $2,871,994 | -$68,018 | -2.31% | |
| Central Trust Co | 0.05% | 118,224 | $2,683,095 | $2,648,218 | -$34,877 | -1.30% | |
| Sanctuary Advisors, Llc | 0.01% | 96,824 | $2,220,206 | $2,168,858 | -$51,348 | -2.31% | |
| Goldman Sachs Group Inc | 0.00% | 83,535 | $1,915,491 | $1,871,184 | -$44,307 | -2.31% | |
| Tower Research Capital Llc (Trc) | 0.05% | 83,123 | $1,906,044 | $1,861,955 | -$44,089 | -2.31% | |
| Cetera Investment Advisers | 0.00% | 78,498 | $1,799,984 | $1,758,355 | -$41,629 | -2.31% | |
| Private Advisor Group, Llc | 0.01% | 54,947 | $1,247,027 | $1,230,813 | -$16,214 | -1.30% | |
| Cushing Capital Partners, Llc | 0.84% | 53,932 | $1,223,987 | $1,208,077 | -$15,910 | -1.30% | |
| Cwm, Llc | 0.00% | 53,034 | $1,216,091 | $1,187,962 | -$28,129 | -2.31% | |
| Ifp Advisors, Inc | 0.02% | 53,019 | $1,203,266 | $1,187,626 | -$15,640 | -1.30% | |
| Jane Street Group, Llc | 0.00% | 52,373 | $1,200,934 | $1,173,155 | -$27,779 | -2.31% | |
| First National Bank Of Omaha | 0.04% | 50,424 | $1,153,448 | $1,129,498 | -$23,950 | -2.08% | |
| Visionary Wealth Advisors | 0.05% | 45,704 | $1,048,011 | $1,023,770 | -$24,241 | -2.31% | |
| Reliant Wealth Planning | 0.28% | 40,753 | $934,483 | $912,867 | -$21,616 | -2.31% | |
| Commonwealth Equity Services, Llc | 0.00% | 35,972 | $816,381 | $805,773 | -$10,608 | -1.30% | |
| Benjamin Edwards Inc | 0.01% | 31,918 | $724,401 | $714,963 | -$9,438 | -1.30% | |
| Integrated Wealth Concepts Llc | 0.01% | 30,666 | $703,175 | $686,918 | -$16,257 | -2.31% | |
| Captrust Financial Advisors | 0.00% | 29,520 | $676,911 | $661,248 | -$15,663 | -2.31% | |
| Evexia Wealth Llc | 0.18% | 28,263 | $647,656 | $633,091 | -$14,565 | -2.25% | |
| L2 Asset Management, Llc | 0.06% | 27,862 | $638,894 | $624,109 | -$14,785 | -2.31% | |
| Leavell Investment Management, Inc. | 0.02% | 26,985 | $612,425 | $604,464 | -$7,961 | -1.30% | |
| Financial Engines Advisors L.L.C. | 0.00% | 26,658 | $611,279 | $597,139 | -$14,140 | -2.31% |
Frequently asked questions about IBTM
Who owns the most IBTM stock?
The largest holders of IBTM 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 IBNDS DEC 2032 TT (IBTM).
Is IBTM widely held by superinvestors?
Many widely followed stocks like IBTM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBTM 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.