Who owns IBTI?
iShares iBonds Dec 2028 Term Treasury ETF · iShares
256 institutions reported holding IBTI, worth $1.5B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBTI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $76.9M | 3,471,206 | +52,489 shares |
| Focus Partners Wealth | St Louis, MO | $75.9M | 3,426,968 | +5,523 shares |
| Bank of America Corp. | Charlotte, NC | $67.7M | 3,057,130 | +330,794 shares |
| Stratos Wealth Advisors, LLC | Beachwood, OH | $61.3M | 2,769,082 | +2,739,342 shares |
| Mercer Global Advisors Inc. | Denver, CO | $58.4M | 2,638,111 | +232,600 shares |
| Wells Fargo & Company | San Francisco, CA | $42.4M | 1,914,158 | −1,125,010 shares |
| Arax Advisory Partners | New York, NY | $41.8M | 1,889,290 | New position |
| Raymond James Financial Inc. | St. Petersburg, FL | $40.3M | 1,822,459 | −125,162 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $37.2M | 1,679,990 | +870,042 shares |
| Bailard, Inc. | Foster City, CA | $31.9M | 1,439,724 | +77,771 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 IBTI?
256 institutional managers reported holding IBTI in Form 13F filings for June 30, 2026, worth $1.5B in total. The largest reported position was held by Morgan Stanley, at $76.9M.
Did institutions buy or sell IBTI last quarter?
Reported 13F value rose 11.2% from March 31, 2026, which includes price moves as well as buying and selling. 28 firms reported a new position and 14 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 IBTI 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.