ISHARS IBOND DEC 2036 TT ETF (IBTR) Institutional Ownership Changes & 13F Activity
ISHARS IBOND DEC 2036 TT ETF (IBTR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Accretive Wealth Partners, Llc, Atria Investments, Inc, Sanctuary Advisors, Llc, Citadel Advisors Llc, and Blackrock, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Accretive Wealth Partners, Llc | Buy | +241,692 | — | 241,692 | $5.66M | Q3 2026 | Nov 06, 2026 |
| Commonwealth Equity Services, Llc | Buy | +11,478 | — | 11,478 | $268.60K | Q3 2026 | Nov 02, 2026 |
| Parcion Private Wealth Llc | Buy | +10,022 | — | 10,022 | $234.52K | Q3 2026 | Oct 28, 2026 |
| Atria Investments, Inc | Buy | +126,177 | +196.2% | 190,486 | $4.46M | Q3 2026 | Oct 15, 2026 |
| Wealth Enhancement Advisory Services, Llc | Buy | +8,771 | — | 8,771 | $205.81K | Q3 2026 | Oct 13, 2026 |
| Citadel Advisors Llc | Sell | -61,473 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Jane Street Group, Llc | Sell | -31,759 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Insigneo Advisory Services, Llc | Sell | -29,604 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -26,591 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Sanctuary Advisors, Llc | Sell | -64,389 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Snowden Capital Advisors Llc | Sell | -16,925 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -568 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Blackrock, Inc. | Sell | -50,000 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 07, 2026 |
Frequently asked questions about IBTR activity
Which institutional owners are buying IBTR?
Institutional owners buying IBTR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IBTR activity?
"Buy" means an investor increased their reported position in IBTR compared to the prior reporting period. This reflects growing exposure to ISHARS IBOND DEC 2036 TT ETF (IBTR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IBTR increasing?
Institutional interest in IBTR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.