ISHARES IBONDS DEC 2026 TERM (IBTG) Top Institutional Shareholders
ISHARES IBONDS DEC 2026 TERM (IBTG) 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 $1.83B in IBTG holdings during the latest filing period.
Hm Payson & Co is currently the largest disclosed institutional shareholder of IBTG tracked by InsiderSet, reporting ownership valued at approximately $135.39M in its March 31, 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 $135.00M, representing an estimated loss of -0.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 40% of the total disclosed IBTG value among the investors covered in this analysis. Major shareholders include Hm Payson & Co, Northcoast Asset Management Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in ISHARES IBONDS DEC 2026 TERM (IBTG).
This page ranks the largest institutional IBTG 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
320
Total Reported Value
$1.83B
Largest Holder
Hm Payson & Co
Largest Position
$135.39M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hm Payson & Co | 1.95% | 5,908,223 | $135,386,933 | $135,002,896 | -$384,037 | -0.28% | |
| Northcoast Asset Management Llc | 2.42% | 4,548,891 | $104,237,842 | $103,942,159 | -$295,683 | -0.28% | |
| Bank Of America Corp | 0.01% | 4,153,434 | $95,175,945 | $94,905,967 | -$269,978 | -0.28% | |
| Morgan Stanley | 0.01% | 4,079,412 | $93,479,726 | $93,214,564 | -$265,162 | -0.28% | |
| Mercer Global Advisors Inc | 0.09% | 2,523,496 | $57,825,924 | $57,661,884 | -$164,040 | -0.28% | |
| Capital Investment Advisors, Llc | 0.91% | 2,485,262 | $56,949,776 | $56,788,237 | -$161,539 | -0.28% | |
| Lpl Financial Llc | 0.01% | 2,394,873 | $54,878,521 | $54,722,848 | -$155,673 | -0.28% | |
| Wells Fargo & Company/Mn | 0.01% | 2,364,114 | $54,173,678 | $54,020,005 | -$153,673 | -0.28% | |
| United Capital Financial Advisors, Llc | 0.26% | 1,859,979 | $42,614,023 | $42,500,520 | -$113,503 | -0.27% | |
| Connecticut Wealth Management, Llc | 1.73% | 1,799,794 | $41,242,283 | $41,125,293 | -$116,990 | -0.28% | |
| Raymond James Financial Inc | 0.01% | 1,690,530 | $38,738,497 | $38,628,611 | -$109,887 | -0.28% | |
| Ubs Group Ag | 0.01% | 1,606,656 | $36,816,522 | $36,712,090 | -$104,432 | -0.28% | |
| Bailard, Inc. | 0.85% | 1,606,184 | $36,805,707 | $36,701,304 | -$104,403 | -0.28% | |
| Integrated Wealth Concepts Llc | 0.29% | 1,595,643 | $36,564,143 | $36,460,443 | -$103,700 | -0.28% | |
| Financial Advisory Corp | 4.83% | 1,591,146 | $36,421,323 | $36,357,686 | -$63,637 | -0.17% | |
| Summitry Llc | 1.54% | 1,542,871 | $35,354,891 | $35,254,602 | -$100,289 | -0.28% | |
| Envestnet Asset Management Inc | 0.01% | 1,365,037 | $31,279,832 | $31,191,095 | -$88,737 | -0.28% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.38% | 1,140,456 | $26,133,555 | $26,059,420 | -$74,135 | -0.28% | |
| Wealthspire Advisors, Llc | 0.18% | 1,024,244 | $23,470,554 | $23,403,975 | -$66,579 | -0.28% | |
| Krilogy Financial Llc | 0.68% | 920,103 | $21,047,375 | $21,024,354 | -$23,021 | -0.11% | |
| Oneascent Financial Services Llc | 1.12% | 906,070 | $20,762,584 | $20,703,700 | -$58,885 | -0.28% | |
| Horizon Advisory Services, Inc. | 10.31% | 878,276 | $20,125,698 | $20,068,607 | -$57,091 | -0.28% | |
| Moseley Investment Management Inc | 6.15% | 842,161 | $19,298,114 | $19,243,379 | -$54,735 | -0.28% | |
| Carnegie Investment Counsel | 0.38% | 842,147 | $19,297,799 | $19,243,059 | -$54,740 | -0.28% | |
| Mkt Advisors Llc | 5.75% | 809,577 | $18,490,731 | $18,498,834 | +$8,103 | +0.04% | |
| Osaic Holdings, Inc. | 0.03% | 767,846 | $17,603,266 | $17,545,281 | -$57,985 | -0.33% | |
| Apella Capital, Llc | 0.24% | 738,612 | $16,869,903 | $16,877,284 | +$7,381 | +0.04% | |
| Mv Capital Management, Inc. | 1.56% | 695,613 | $15,939,971 | $15,894,757 | -$45,214 | -0.28% | |
| Stratos Wealth Partners, Ltd. | 0.18% | 694,323 | $15,910,413 | $15,865,281 | -$45,132 | -0.28% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 671,388 | $15,384,864 | $15,341,216 | -$43,648 | -0.28% | |
| Cwm, Llc | 0.04% | 669,629 | $15,344,546 | $15,301,023 | -$43,523 | -0.28% | |
| Denver Pwm, Llc | 5.26% | 668,784 | $15,291,744 | $15,281,714 | -$10,030 | -0.07% | |
| Blackrock, Inc. | 0.00% | 660,616 | $15,138,016 | $15,095,076 | -$42,940 | -0.28% | |
| Focus Partners Wealth | 0.02% | 640,159 | $14,669,262 | $14,627,633 | -$41,629 | -0.28% | |
| Delta Wealth Advisors Llc | 10.74% | 615,926 | $14,113,935 | $14,073,909 | -$40,026 | -0.28% | |
| Scissortail Wealth Management, Llc | 2.82% | 613,073 | $14,048,579 | $14,008,718 | -$39,861 | -0.28% | |
| Stratos Wealth Advisors, Llc | 0.85% | 601,818 | $13,790,669 | $13,751,541 | -$39,128 | -0.28% | |
| Bip Wealth, Llc | 0.49% | 530,035 | $12,145,753 | $12,111,300 | -$34,453 | -0.28% | |
| Baird Financial Group, Inc. | 0.02% | 529,198 | $12,126,572 | $12,092,174 | -$34,398 | -0.28% | |
| Wealth Management Strategies, Inc. | 5.35% | 515,825 | $11,820,139 | $11,786,601 | -$33,538 | -0.28% | |
| Royal Bank Of Canada | 0.00% | 492,933 | $11,295,000 | $11,263,519 | -$31,481 | -0.28% | |
| Sound View Wealth Advisors Group, Llc | 0.77% | 491,869 | $11,271,177 | $11,239,207 | -$31,970 | -0.28% | |
| Titleist Asset Management, Llc | 0.84% | 486,109 | $11,139,199 | $11,107,591 | -$31,608 | -0.28% | |
| Baltimore-Washington Financial Advisors, Inc. | 0.48% | 485,330 | $11,121,336 | $11,089,791 | -$31,546 | -0.28% | |
| Asset Advisors Investment Management, Llc | 1.06% | 484,205 | $11,095,559 | $11,064,084 | -$31,475 | -0.28% | |
| Creativeone Wealth, Llc | 0.25% | 476,200 | $10,912,123 | $10,881,170 | -$30,953 | -0.28% | |
| Commonwealth Equity Services, Llc | 0.02% | 473,377 | $10,847,442 | $10,816,664 | -$30,778 | -0.28% | |
| Stifel Financial Corp | 0.01% | 454,690 | $10,419,232 | $10,389,667 | -$29,566 | -0.28% | |
| Sanctuary Advisors, Llc | 0.05% | 427,655 | $9,799,717 | $9,771,917 | -$27,800 | -0.28% | |
| Financial Engines Advisors L.L.C. | 0.02% | 395,704 | $9,067,556 | $9,041,836 | -$25,720 | -0.28% |
Frequently asked questions about IBTG
Who owns the most IBTG stock?
The largest holders of IBTG 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 2026 TERM (IBTG).
Is IBTG widely held by superinvestors?
Many widely followed stocks like IBTG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBTG 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.