IBTP Institutional Ownership & Shareholders
ISHARES IBONDS DEC 2034 ETF (IBTP) is currently held by 65 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $214.75M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $45.35M, representing an estimated loss of -3.39% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% 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
65
Total Reported Value
$214.75M
Largest Holder
Atlantic Union Bankshares Corp
Largest Position
$46.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
76
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 | $45,354,058 | -$1,590,212 | -3.39% | |
| Confluence Investment Management Llc | 0.38% | 938,069 | $22,549,680 | $23,006,142 | +$456,462 | +2.02% | |
| Summitry Llc | 0.73% | 878,535 | $22,301,514 | $21,546,071 | -$755,443 | -3.39% | |
| Stifel Financial Corp | 0.02% | 784,592 | $19,916,795 | $19,242,119 | -$674,676 | -3.39% | |
| Benjamin Edwards Inc | 0.17% | 723,444 | $18,364,005 | $17,742,464 | -$621,541 | -3.38% | |
| D.A. Davidson & Co. | 0.06% | 483,884 | $11,631,795 | $11,867,255 | +$235,460 | +2.02% | |
| Atlantic Private Wealth, Llc | 3.46% | 222,302 | $5,643,123 | $5,451,957 | -$191,166 | -3.39% | |
| Commonwealth Equity Services, Llc | 0.01% | 210,086 | $5,050,130 | $5,152,359 | +$102,229 | +2.02% | |
| Probity Advisors, Inc. | 0.69% | 199,793 | $4,802,707 | $4,899,923 | +$97,216 | +2.02% | |
| Morgan Stanley | 0.00% | 183,785 | $4,665,364 | $4,507,327 | -$158,037 | -3.39% | |
| Ameriprise Financial Inc | 0.00% | 170,974 | $4,356,378 | $4,193,137 | -$163,241 | -3.75% | |
| Accretive Wealth Partners, Llc | 0.99% | 159,662 | $4,053,004 | $3,915,711 | -$137,293 | -3.39% | |
| Mercer Global Advisors Inc | 0.00% | 148,450 | $3,768,389 | $3,640,736 | -$127,653 | -3.39% | |
| Ubs Group Ag | 0.00% | 134,267 | $3,408,368 | $3,292,898 | -$115,470 | -3.39% | |
| Royal Bank Of Canada | 0.00% | 124,529 | $3,161,000 | $3,054,074 | -$106,926 | -3.38% | |
| Envestnet Asset Management Inc | 0.00% | 114,247 | $2,900,136 | $2,801,908 | -$98,228 | -3.39% | |
| United Capital Financial Advisors, Llc | 0.02% | 108,728 | $2,759,261 | $2,666,554 | -$92,707 | -3.36% | |
| Choreo, Llc | 0.03% | 108,641 | $2,611,563 | $2,664,421 | +$52,858 | +2.02% | |
| Raymond James Financial Inc | 0.00% | 80,546 | $2,044,654 | $1,975,391 | -$69,263 | -3.39% | |
| Cetera Investment Advisers | 0.00% | 58,292 | $1,479,730 | $1,429,611 | -$50,119 | -3.39% | |
| Mariner, Llc | 0.00% | 55,149 | $1,399,952 | $1,352,529 | -$47,423 | -3.39% | |
| Citadel Advisors Llc | 0.00% | 54,886 | $1,393,276 | $1,346,079 | -$47,197 | -3.39% | |
| Petros Family Wealth, Llc | 0.80% | 56,835 | $1,366,222 | $1,393,878 | +$27,656 | +2.02% | |
| Reliant Wealth Planning | 0.37% | 52,382 | $1,329,711 | $1,284,669 | -$45,042 | -3.39% | |
| Bank Of America Corp | 0.00% | 50,182 | $1,273,852 | $1,230,714 | -$43,138 | -3.39% | |
| Bell Investment Advisors, Inc | 0.18% | 52,033 | $1,250,792 | $1,276,109 | +$25,317 | +2.02% | |
| Pfg Advisors | 0.06% | 51,162 | $1,229,857 | $1,254,748 | +$24,891 | +2.02% | |
| Thoroughbred Financial Services, Llc | 0.05% | 43,166 | $1,095,000 | $1,058,646 | -$36,354 | -3.32% | |
| Cwm, Llc | 0.00% | 38,819 | $994,931 | $952,036 | -$42,895 | -4.31% | |
| Lpl Financial Llc | 0.00% | 38,362 | $973,828 | $940,828 | -$33,000 | -3.39% | |
| U.S. Capital Wealth Advisors, Llc | 0.02% | 36,874 | $945,081 | $904,335 | -$40,746 | -4.31% | |
| Arax Advisory Partners | 0.01% | 34,635 | $879,206 | $849,423 | -$29,783 | -3.39% | |
| Goldman Sachs Group Inc | 0.00% | 31,825 | $807,874 | $780,508 | -$27,366 | -3.39% | |
| L2 Asset Management, Llc | 0.07% | 26,125 | $663,182 | $640,716 | -$22,466 | -3.39% | |
| Krilogy Financial Llc | 0.02% | 25,161 | $605,640 | $617,074 | +$11,434 | +1.89% | |
| Jane Street Group, Llc | 0.00% | 23,805 | $604,288 | $583,818 | -$20,470 | -3.39% | |
| Equitable Holdings, Inc. | 0.00% | 20,802 | $528,057 | $510,169 | -$17,888 | -3.39% | |
| Wells Fargo & Company/Mn | 0.00% | 20,796 | $527,904 | $510,022 | -$17,882 | -3.39% | |
| Mml Investors Services, Llc | 0.00% | 19,060 | $483,846 | $467,447 | -$16,400 | -3.39% | |
| Apella Capital, Llc | 0.00% | 14,397 | $345,610 | $353,086 | +$7,476 | +2.16% | |
| Single Point Partners, Llc | 0.06% | 13,044 | $313,557 | $319,904 | +$6,347 | +2.02% | |
| Dearborn Partners Llc | 0.02% | 11,682 | $304,316 | $286,501 | -$17,815 | -5.85% | |
| Jacobi Capital Management Llc | 0.01% | 11,472 | $291,216 | $281,351 | -$9,865 | -3.39% | |
| Bank Of New York Mellon Corp | 0.00% | 10,790 | $273,908 | $264,625 | -$9,283 | -3.39% | |
| Ifp Advisors, Inc | 0.00% | 11,362 | $273,124 | $278,653 | +$5,529 | +2.02% | |
| Signaturefd, Llc | 0.00% | 9,809 | $235,793 | $240,566 | +$4,773 | +2.02% | |
| Keeler Thomas Management Llc | 0.09% | 9,597 | $230,708 | $235,366 | +$4,658 | +2.02% | |
| Vestmark Advisory Solutions, Inc. | 0.00% | 9,083 | $230,561 | $222,761 | -$7,800 | -3.38% | |
| Waverly Advisors, Llc | 0.00% | 8,551 | $217,066 | $209,713 | -$7,353 | -3.39% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 8,897 | $214,280 | $218,199 | +$3,919 | +1.83% |
Frequently asked questions about IBTP
Who are the largest institutional holders of IBTP?
The largest institutional holders of IBTP reported in the latest SEC Form 13F filings include Atlantic Union Bankshares Corp, Confluence Investment Management Llc, Summitry Llc, Stifel Financial Corp, and Benjamin Edwards Inc. InsiderSet ranks institutional holders by their latest reported IBTP position.
What is IBTP institutional ownership?
This page tracks IBTP positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS DEC 2034 ETF (IBTP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBTP?
InsiderSet currently tracks 65 institutional managers reporting IBTP 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 IBTP shareholders.
How much IBTP stock do institutions own?
Institutional investment managers disclosed approximately $214.75M in IBTP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBTP institutional ownership last updated?
The latest IBTP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 IBTP 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 IBTP position after the reporting date.
Are institutions buying or selling IBTP?
Institutional buying and selling can be analyzed by comparing IBTP positions across consecutive 13F reporting periods. InsiderSet's IBTP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBTP ownership changes.
How has IBTP institutional ownership changed over time?
InsiderSet tracks IBTP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.