IBTR Institutional Ownership & Shareholders
ISHARS IBOND DEC 2036 TT ETF (IBTR) is currently held by 15 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $18.19M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Accretive Wealth Partners, Llc is currently the largest disclosed institutional shareholder of IBTR tracked by InsiderSet, reporting ownership valued at approximately $5.66M 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 $5.85M, representing an estimated gain of +3.40% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed IBTR value among the investors covered in this analysis. Major shareholders include Accretive Wealth Partners, Llc, Atria Investments, Inc, Sanctuary Advisors, Llc, and several other long-term asset managers with concentrated positions in ISHARS IBOND DEC 2036 TT ETF (IBTR).
This page ranks the largest institutional IBTR 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
15
Total Reported Value
$18.19M
Largest Holder
Accretive Wealth Partners, Llc
Largest Position
$5.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
15
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Accretive Wealth Partners, Llc | 1.21% | 241,692 | $5,655,810 | $5,848,004 | +$192,194 | +3.40% | |
| Atria Investments, Inc | 0.04% | 190,486 | $4,457,544 | $4,609,018 | +$151,474 | +3.40% | |
| Sanctuary Advisors, Llc | 0.01% | 64,389 | $1,603,196 | $1,557,963 | -$45,233 | -2.82% | |
| Citadel Advisors Llc | 0.00% | 61,473 | $1,530,592 | $1,487,407 | -$43,185 | -2.82% | |
| Blackrock, Inc. | 0.00% | 50,000 | $1,244,930 | $1,209,805 | -$35,125 | -2.82% | |
| Jane Street Group, Llc | 0.00% | 31,759 | $790,755 | $768,444 | -$22,311 | -2.82% | |
| Insigneo Advisory Services, Llc | 0.03% | 29,604 | $737,098 | $716,301 | -$20,797 | -2.82% | |
| Royal Bank Of Canada | 0.00% | 26,591 | $662,000 | $643,398 | -$18,602 | -2.81% | |
| Snowden Capital Advisors Llc | 0.01% | 16,925 | $421,409 | $409,519 | -$11,890 | -2.82% | |
| Single Point Partners, Llc | 0.06% | 13,318 | $311,653 | $322,244 | +$10,591 | +3.40% | |
| Commonwealth Equity Services, Llc | 0.00% | 11,478 | $268,600 | $277,723 | +$9,123 | +3.40% | |
| Parcion Private Wealth Llc | 0.01% | 10,022 | $234,524 | $242,493 | +$7,969 | +3.40% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 8,771 | $205,815 | $212,224 | +$6,409 | +3.11% | |
| Signaturefd, Llc | 0.00% | 2,010 | $47,036 | $48,634 | +$1,598 | +3.40% | |
| Ubs Group Ag | 0.00% | 568 | $14,143 | $13,743 | -$400 | -2.83% |
Frequently asked questions about IBTR
Who are the largest institutional holders of IBTR?
The largest institutional holders of IBTR reported in the latest SEC Form 13F filings include Accretive Wealth Partners, Llc, Atria Investments, Inc, Sanctuary Advisors, Llc, Citadel Advisors Llc, and Blackrock, Inc.. InsiderSet ranks institutional holders by their latest reported IBTR position.
What is IBTR institutional ownership?
This page tracks IBTR positions reported by institutional investment managers through SEC Form 13F. ISHARS IBOND DEC 2036 TT ETF (IBTR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBTR?
InsiderSet currently tracks 15 institutional managers reporting IBTR 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 IBTR shareholders.
How much IBTR stock do institutions own?
Institutional investment managers disclosed approximately $18.19M in IBTR holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBTR institutional ownership last updated?
The latest IBTR 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 IBTR 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 IBTR position after the reporting date.
Are institutions buying or selling IBTR?
Institutional buying and selling can be analyzed by comparing IBTR positions across consecutive 13F reporting periods. InsiderSet's IBTR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBTR ownership changes.
How has IBTR institutional ownership changed over time?
InsiderSet tracks IBTR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.