ISHARES IBONDS DEC 2034 ETF (IBTP) Institutional Shareholders
ISHARES IBONDS DEC 2034 ETF (IBTP) 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 $210.47M in IBTP holdings during the latest filing period.
Atlantic Union Bankshares Corp is currently the largest disclosed institutional shareholder of IBTP tracked by InsiderSet, reporting ownership valued at approximately $46.94M 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 $45.15M, representing an estimated loss of -3.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed IBTP value among the investors covered in this analysis. Major shareholders include Atlantic Union Bankshares Corp, Confluence Investment Management Llc, Summitry Llc, and several other long-term asset managers with concentrated positions in ISHARES IBONDS DEC 2034 ETF (IBTP).
This page ranks the largest institutional IBTP 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
60
Total Reported Value
$210.47M
Largest Holder
Atlantic Union Bankshares Corp
Largest Position
$46.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
68
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Atlantic Union Bankshares Corp | 0.78% | 1,849,299 | $46,944,270 | $45,150,635 | -$1,793,635 | -3.82% | |
| Confluence Investment Management Llc | 0.38% | 965,101 | $24,498,982 | $23,562,941 | -$936,041 | -3.82% | |
| Summitry Llc | 0.73% | 878,535 | $22,301,514 | $21,449,432 | -$852,082 | -3.82% | |
| Stifel Financial Corp | 0.02% | 784,592 | $19,916,795 | $19,155,814 | -$760,981 | -3.82% | |
| Benjamin Edwards Inc | 0.17% | 723,444 | $18,364,005 | $17,662,885 | -$701,120 | -3.82% | |
| D.A. Davidson & Co. | 0.06% | 421,822 | $10,707,907 | $10,298,784 | -$409,123 | -3.82% | |
| Atlantic Private Wealth, Llc | 3.46% | 222,302 | $5,643,123 | $5,427,503 | -$215,620 | -3.82% | |
| Commonwealth Equity Services, Llc | 0.01% | 208,648 | $5,296,500 | $5,094,141 | -$202,359 | -3.82% | |
| Morgan Stanley | 0.00% | 183,785 | $4,665,364 | $4,487,111 | -$178,253 | -3.82% | |
| Probity Advisors, Inc. | 0.63% | 174,395 | $4,426,999 | $4,257,854 | -$169,145 | -3.82% | |
| Ameriprise Financial Inc | 0.00% | 170,974 | $4,356,378 | $4,174,330 | -$182,048 | -4.18% | |
| Accretive Wealth Partners, Llc | 0.99% | 159,662 | $4,053,004 | $3,898,148 | -$154,856 | -3.82% | |
| Mercer Global Advisors Inc | 0.00% | 148,450 | $3,768,389 | $3,624,407 | -$143,982 | -3.82% | |
| Ubs Group Ag | 0.00% | 134,267 | $3,408,368 | $3,278,129 | -$130,239 | -3.82% | |
| Royal Bank Of Canada | 0.00% | 124,529 | $3,161,000 | $3,040,376 | -$120,624 | -3.82% | |
| Envestnet Asset Management Inc | 0.00% | 114,247 | $2,900,136 | $2,789,341 | -$110,795 | -3.82% | |
| United Capital Financial Advisors, Llc | 0.02% | 108,728 | $2,759,261 | $2,654,594 | -$104,667 | -3.79% | |
| Raymond James Financial Inc | 0.00% | 80,546 | $2,044,654 | $1,966,531 | -$78,123 | -3.82% | |
| Cetera Investment Advisers | 0.00% | 58,292 | $1,479,730 | $1,423,199 | -$56,531 | -3.82% | |
| Mariner, Llc | 0.00% | 55,149 | $1,399,952 | $1,346,463 | -$53,489 | -3.82% | |
| Citadel Advisors Llc | 0.00% | 54,886 | $1,393,276 | $1,340,042 | -$53,234 | -3.82% | |
| Reliant Wealth Planning | 0.37% | 52,382 | $1,329,711 | $1,278,907 | -$50,804 | -3.82% | |
| Bank Of America Corp | 0.00% | 50,182 | $1,273,852 | $1,225,194 | -$48,658 | -3.82% | |
| Petros Family Wealth, Llc | 0.69% | 44,648 | $1,133,385 | $1,090,081 | -$43,304 | -3.82% | |
| Thoroughbred Financial Services, Llc | 0.05% | 43,166 | $1,095,000 | $1,053,898 | -$41,102 | -3.75% | |
| Cwm, Llc | 0.00% | 38,819 | $994,931 | $947,766 | -$47,165 | -4.74% | |
| Lpl Financial Llc | 0.00% | 38,362 | $973,828 | $936,608 | -$37,220 | -3.82% | |
| U.S. Capital Wealth Advisors, Llc | 0.02% | 36,874 | $945,081 | $900,279 | -$44,802 | -4.74% | |
| Arax Advisory Partners | 0.01% | 34,635 | $879,206 | $845,614 | -$33,592 | -3.82% | |
| Goldman Sachs Group Inc | 0.00% | 31,825 | $807,874 | $777,007 | -$30,867 | -3.82% | |
| L2 Asset Management, Llc | 0.07% | 26,125 | $663,182 | $637,842 | -$25,340 | -3.82% | |
| Jane Street Group, Llc | 0.00% | 23,805 | $604,288 | $581,199 | -$23,089 | -3.82% | |
| Krilogy Financial Llc | 0.02% | 21,275 | $540,064 | $519,429 | -$20,635 | -3.82% | |
| Equitable Holdings, Inc. | 0.00% | 20,802 | $528,057 | $507,881 | -$20,176 | -3.82% | |
| Wells Fargo & Company/Mn | 0.00% | 20,796 | $527,904 | $507,734 | -$20,170 | -3.82% | |
| Mml Investors Services, Llc | 0.00% | 19,060 | $483,846 | $465,350 | -$18,496 | -3.82% | |
| Apella Capital, Llc | 0.01% | 14,397 | $362,342 | $351,503 | -$10,839 | -2.99% | |
| Single Point Partners, Llc | 0.06% | 13,044 | $331,121 | $318,469 | -$12,652 | -3.82% | |
| Dearborn Partners Llc | 0.02% | 11,682 | $304,316 | $285,216 | -$19,100 | -6.28% | |
| Jacobi Capital Management Llc | 0.01% | 11,472 | $291,216 | $280,089 | -$11,127 | -3.82% | |
| Keeler Thomas Management Llc | 0.10% | 10,835 | $275,038 | $264,537 | -$10,501 | -3.82% | |
| Bank Of New York Mellon Corp | 0.00% | 10,790 | $273,908 | $263,438 | -$10,470 | -3.82% | |
| Park Avenue Securities Llc | 0.00% | 10,095 | $256,000 | $246,469 | -$9,531 | -3.72% | |
| Ifp Advisors, Inc | 0.00% | 9,965 | $252,961 | $243,295 | -$9,666 | -3.82% | |
| Signaturefd, Llc | 0.00% | 9,809 | $249,000 | $239,487 | -$9,513 | -3.82% | |
| Vestmark Advisory Solutions, Inc. | 0.00% | 9,083 | $230,561 | $221,761 | -$8,800 | -3.82% | |
| Atria Investments, Inc | 0.00% | 8,871 | $225,189 | $216,585 | -$8,604 | -3.82% | |
| Waverly Advisors, Llc | 0.00% | 8,551 | $217,066 | $208,773 | -$8,293 | -3.82% | |
| Guidance Point Advisors, Llc | 0.05% | 8,530 | $216,533 | $208,260 | -$8,273 | -3.82% | |
| Bellecapital International Ltd. | 0.02% | 5,579 | $141,622 | $136,211 | -$5,411 | -3.82% |
Frequently asked questions about IBTP
Who owns the most IBTP stock?
The largest holders of IBTP 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 2034 ETF (IBTP).
Is IBTP widely held by superinvestors?
Many widely followed stocks like IBTP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBTP 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.