Who owns IBTG?
iShares iBonds Dec 2026 Term Treasury ETF · iShares
317 institutions reported holding IBTG, worth $1.9B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBTG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| HM Payson & Co | Portland, ME | $129.5M | 5,657,354 | −250,869 shares |
| Bank of America Corp. | Charlotte, NC | $98.5M | 4,303,932 | +150,498 shares |
| Morgan Stanley | New York, NY | $91.4M | 3,991,582 | −87,830 shares |
| NorthCoast Asset Management LLC | Stamford, CT | $79.2M | 3,459,551 | −1,089,340 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $64.7M | 2,826,071 | +1,230,428 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $61.8M | 2,698,260 | New position |
| LPL Financial LLC | Fort Mill, SC | $57.3M | 2,504,018 | +109,145 shares |
| Mercer Global Advisors Inc. | Denver, CO | $55.8M | 2,437,085 | −86,411 shares |
| Wells Fargo & Company | San Francisco, CA | $54.8M | 2,394,076 | +29,962 shares |
| Capital Investment Advisors, LLC | Atlanta, GA | $53.5M | 2,337,874 | −147,388 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IBTG?
317 institutional managers reported holding IBTG in Form 13F filings for June 30, 2026, worth $1.9B in total. The largest reported position was held by HM Payson & Co, at $129.5M.
Did institutions buy or sell IBTG last quarter?
Reported 13F value rose 3.7% from March 31, 2026, which includes price moves as well as buying and selling. 28 firms reported a new position and 22 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IBTG ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.