iShares Ibonds Dec 2030 TreaIBTKETF
13F holders, Q1 2026 (March 31)172holders +13
22new positions
9sold out
2famous investors
$19.72avg. 13F price*
At the end of Q1 2026, 172 institutions reported holding iShares Ibonds Dec 2030 Trea (IBTK) in their 13F filings, up 13 from Q4 2025. 22 opened new positions and 9 sold out. The largest holders were Wells Fargo & Company ($73.6M), Mercer Global Advisors Inc. ($52.3M) and Bank of America Corp. ($36.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Ibonds Dec 2030 Trea
- CUSIP
- 46436E593
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $26.5M |
| Exits | 9 | $5.3M |
All 13F filers, Q4 2025 → Q1 2026: 8,148,768 shares bought and 821,370 shares sold, net +7,327,398 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 172 holders
| Wells Fargo & Company | 0.01% | Add +18.3% | 3,731,730 | $73.6M |
| Mercer Global Advisors Inc. | 0.08% | Add +46.6% | 2,652,137 | $52.3M |
| Bank of America Corp. | 0.00% | Add +7.3% | 1,833,654 | $36.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +8222.0% | 1,263,025 | $24.9M |
| United Capital Financial Advisors, LLC | 0.15% | Add +33.8% | 1,236,306 | $24.4M |
| Titleist Asset Management, LLC | 1.83% | Add +6.2% | 1,230,060 | $24.3M |
| D.A. Davidson & Co. | 0.11% | Add +4.9% | 922,703 | $18.2M |
| Journey Advisory Group, LLC | 1.44% | Add +4.2% | 851,413 | $16.8M |
| Cwm, LLC | 0.04% | Add +6.3% | 836,477 | $16.5M |
| Raymond James Financial Inc. | 0.00% | Add +10.9% | 811,893 | $16.0M |
| BlackRock, Inc. | 0.00% | Add +138.1% | 763,514 | $15.1M |
| MML Investors Services, LLC | 0.04% | Reduce -5.5% | 707,822 | $14.0M |
| HM Payson & Co. | 0.20% | Add +153.6% | 702,754 | $13.9M |
| UBS Group AG | 0.00% | Add +18.1% | 692,566 | $13.7M |
| Denver PWM, LLC | 4.69% | New | 694,518 | $13.6M |
| Ameriprise Financial Inc. | 0.00% | Add +159.9% | 687,426 | $13.6M |
| MKT Advisors LLC | 4.43% | Add +3.0% | 672,341 | $13.2M |
| Wealth Management Strategies, Inc. | 5.94% | Add +3.6% | 665,885 | $13.1M |
| Morgan Stanley | 0.00% | Add +96.7% | 598,187 | $11.8M |
| Probity Advisors, Inc. | 1.71% | Add +12.7% | 548,764 | $10.8M |
| Legacy Private Trust Co. | 0.66% | Reduce -6.4% | 545,529 | $10.8M |
| Bailard, Inc. | 0.24% | Add +172.9% | 539,401 | $10.6M |
| Waycross Investment Management Co | 9.81% | Add +2.7% | 521,100 | $10.3M |
| Shelton Wealth Management, LLC | 4.47% | Add +17.1% | 515,101 | $10.2M |
| Eight 31 Financial, LLC | 5.99% | Reduce -1.6% | 503,072 | $9.9M |
| Royal Bank of Canada | 0.00% | Add +11.6% | 500,618 | $9.9M |
| NewEdge Advisors, LLC | 0.04% | Add +6.6% | 500,133 | $9.9M |
| Trust Co | 0.90% | Add +1.4% | 485,832 | $9.6M |
| Heartwood Wealth Advisors LLC | 0.84% | New | 485,730 | $9.6M |
| Krilogy Financial LLC | 0.29% | Add +6.3% | 462,078 | $9.1M |
| Snowden Capital Advisors LLC | 0.24% | Add +0.3% | 449,180 | $8.9M |
| LPL Financial LLC | 0.00% | Add +57.0% | 392,095 | $7.7M |
| Confluence Investment Management LLC | 0.11% | Reduce -3.1% | 353,634 | $7.0M |
| Cetera Investment Advisers | 0.01% | Add +14.3% | 318,637 | $6.3M |
| Stockman Wealth Management, Inc. | 0.58% | Add +11.9% | 265,985 | $5.2M |
| Rebalance, LLC | 0.30% | Add +1.4% | 263,421 | $5.2M |
| CENTRAL TRUST Co | 0.10% | Reduce -8.4% | 255,658 | $5.0M |
| Baird Financial Group, Inc. | 0.01% | Add +29.9% | 255,467 | $5.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +77.5% | 251,225 | $5.0M |
| Asset Dedication, LLC | 0.32% | Add +43.1% | 229,620 | $4.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Add +48.0% | 218,396 | $4.3M |
| Thoroughbred Financial Services, LLC | 0.24% | Add +12.3% | 204,719 | $4.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +62.4% | 188,443 | $3.7M |
| Chatham Capital Group, Inc. | 0.53% | Add +14.9% | 185,995 | $3.7M |
| Parallel Advisors, LLC | 0.06% | Add +9.3% | 181,965 | $3.6M |
| Howland Capital Management LLC | 0.14% | Add +8.1% | 175,616 | $3.5M |
| Accretive Wealth Partners, LLC | 0.95% | Reduce -0.7% | 171,028 | $3.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.9% | 155,971 | $3.1M |
| Boston Family Office LLC | 0.19% | Add +23.5% | 142,467 | $2.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +22.8% | 137,869 | $2.7M |
| Citadel Advisors | 0.00% | Add +135.9% | 134,892 | $2.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +4.1% | 127,084 | $2.5M |
| Atria Investments, Inc | 0.03% | Add +2.3% | 121,463 | $2.4M |
| Park Avenue Securities LLC | 0.02% | Reduce -2.8% | 119,486 | $2.4M |
| Hughes Financial Services, LLC | 0.33% | Add +1.6% | 110,062 | $2.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +4.4% | 100,780 | $2.0M |
| Integrated Wealth Concepts LLC | 0.02% | Add +65.9% | 100,422 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +36.4% | 96,085 | $1.9M |
| Mechanics Bank Trust Department | 0.25% | Reduce -1.5% | 93,000 | $1.8M |
| Atwood & Palmer Inc. | 0.10% | Reduce -0.8% | 90,295 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +28.4% | 85,481 | $1.7M |
| Signaturefd, LLC | 0.03% | Add +4.6% | 82,879 | $1.6M |
| Belpointe Asset Management LLC | 0.06% | Reduce -41.4% | 80,082 | $1.6M |
| IFP Advisors, Inc | 0.03% | Reduce -4.6% | 75,810 | $1.5M |
| First National Bank of Omaha | 0.04% | Reduce -26.9% | 64,311 | $1.3M |
| Allworth Financial LP | 0.01% | No change | 62,321 | $1.2M |
| Old Port Advisors | 0.28% | Reduce -9.5% | 61,833 | $1.2M |
| Valmark Advisers, Inc. | 0.01% | Add +3.5% | 60,001 | $1.2M |
| Associated Banc-Corp | 0.03% | Reduce -0.9% | 59,398 | $1.2M |
| SCS Capital Management LLC | 0.01% | Add +54.0% | 57,517 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +21.2% | 54,377 | $1.1M |
| FF Advisors,LLC | 0.43% | Reduce -42.5% | 53,279 | $1.0M |
| Leavell Investment Management, Inc. | 0.04% | Add +92.4% | 51,394 | $1.0M |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +0.8% | 49,604 | $978K |
| Yoder Wealth Management, Inc. | 0.44% | Add +20.5% | 48,752 | $961K |
| Apella Capital, LLC | 0.01% | Add +40.7% | 43,414 | $859K |
| MV Capital Management, Inc. | 0.08% | No change | 43,300 | $854K |
| Reliant Wealth Planning | 0.25% | Add +12.8% | 41,998 | $828K |
| Keeler Thomas Management LLC | 0.35% | Reduce -50.0% | 41,514 | $819K |
| Focus Partners Wealth | 0.00% | Reduce -3.2% | 41,456 | $818K |
| Duncker Streett & Co. Inc. | 0.16% | New | 41,396 | $816K |
| Granite Harbor Advisors, Inc. | 0.36% | Add +120.5% | 41,270 | $814K |
| Jim Saulnier & Associates, LLC | 0.38% | Add +44.7% | 39,203 | $773K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -83.6% | 38,284 | $753K |
| Foundry Financial Group, Inc. | 0.36% | Add +12.0% | 37,311 | $736K |
| BIP Wealth, LLC | 0.03% | Reduce -38.5% | 36,363 | $717K |
| Cary Street Partners Financial LLC | 0.02% | Add +1.4% | 36,289 | $716K |
| Tableaux LLC | 0.34% | Add +15.2% | 35,925 | $708K |
| Cerity Partners LLC | 0.00% | Add +37.6% | 35,287 | $696K |
| Montecito Bank & Trust | 0.11% | Add +0.1% | 35,109 | $692K |
| Atlantic Private Wealth, LLC | 0.43% | Reduce -0.6% | 33,056 | $652K |
| Richmond Investment Services, LLC | 0.10% | Reduce -0.6% | 31,847 | $628K |
| Leo Wealth, LLC | 0.04% | Add +9.9% | 28,708 | $566K |
| Compass Ion Advisors, LLC | 0.05% | No change | 26,997 | $532K |
| Captrust Financial Advisors | 0.00% | Reduce -15.8% | 26,012 | $513K |
| Equitable Holdings, Inc. | 0.00% | Reduce -0.3% | 25,224 | $501K |
| Harbour Investments, Inc. | 0.01% | Add +30.4% | 24,859 | $490K |
| Daybright Advisory Services, Inc. | 0.13% | Add +0.6% | 23,650 | $466K |
| AQR Capital Management | 0.00% | No change | 23,283 | $459K |
| Capital Investment Advisors, LLC | 0.01% | Add +10.4% | 23,219 | $458K |
"% of holder's portfolio" is IBTK's weight in each manager's 13F, not the share of iShares Ibonds Dec 2030 Trea the manager owns.