iShares Ibonds Dec 2030 TreaIBTKETF
13F holders, Q2 2026 (June 30)173holders +1
19new positions
13sold out
2famous investors
$19.54avg. 13F price*
At the end of Q2 2026, 173 institutions reported holding iShares Ibonds Dec 2030 Trea (IBTK) in their 13F filings, up 1 from Q1 2026. 19 opened new positions and 13 sold out. The largest holders were Wells Fargo & Company ($61.5M), Mercer Global Advisors Inc. ($55.9M) and Bank of America Corp. ($39.7M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $13.7M |
| Exits | 13 | $2.3M |
All 13F filers, Q1 2026 → Q2 2026: 4,125,384 shares bought and 1,391,681 shares sold, net +2,733,703 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 173 holders
| Wells Fargo & Company | 0.01% | Reduce -15.6% | 3,148,800 | $61.5M |
| Mercer Global Advisors Inc. | 0.07% | Add +7.9% | 2,861,909 | $55.9M |
| Bank of America Corp. | 0.00% | Add +10.7% | 2,030,426 | $39.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.5% | 1,383,189 | $27.0M |
| Titleist Asset Management, LLC | 1.81% | Add +11.7% | 1,373,804 | $26.8M |
| BlackRock, Inc. | 0.00% | Add +77.1% | 1,352,130 | $26.4M |
| United Capital Financial Advisors, LLC | 0.14% | Add +8.5% | 1,341,750 | $26.2M |
| HM Payson & Co. | 0.31% | Add +71.3% | 1,203,728 | $23.5M |
| MML Investors Services, LLC | 0.04% | Add +49.5% | 1,058,574 | $20.7M |
| D.A. Davidson & Co. | 0.11% | Add +9.5% | 1,010,033 | $19.7M |
| Journey Advisory Group, LLC | 1.35% | Add +6.0% | 902,785 | $17.6M |
| Ameriprise Financial Inc. | 0.00% | Add +3.2% | 709,148 | $13.9M |
| MKT Advisors LLC | 4.30% | Add +5.9% | 712,012 | $13.8M |
| Wealth Management Strategies, Inc. | 5.24% | Add +3.1% | 686,872 | $13.4M |
| Denver PWM, LLC | 4.35% | Reduce -1.4% | 684,939 | $13.3M |
| UBS Group AG | 0.00% | Reduce -3.9% | 665,373 | $13.0M |
| Probity Advisors, Inc. | 1.68% | Add +9.6% | 601,267 | $11.7M |
| Legacy Private Trust Co. | 0.63% | Add +5.9% | 577,483 | $11.3M |
| Shelton Wealth Management, LLC | 4.29% | Add +7.6% | 554,476 | $10.8M |
| NewEdge Advisors, LLC | 0.03% | Add +8.2% | 540,886 | $10.6M |
| Bailard, Inc. | 0.21% | Reduce -0.6% | 536,041 | $10.5M |
| Waycross Investment Management Co | 7.90% | Add +1.9% | 531,033 | $10.4M |
| Eight 31 Financial, LLC | 6.01% | Add +2.9% | 517,756 | $10.1M |
| Royal Bank of Canada | 0.00% | Reduce -0.8% | 496,614 | $9.7M |
| Krilogy Financial LLC | 0.29% | Add +7.2% | 495,545 | $9.7M |
| Heartwood Wealth Advisors LLC | 0.75% | Add +1.6% | 493,754 | $9.6M |
| Trust Co | 0.86% | Add +1.0% | 490,577 | $9.6M |
| Morgan Stanley | 0.00% | Reduce -19.3% | 483,015 | $9.4M |
| Arax Advisory Partners | 0.06% | New | 459,994 | $9.0M |
| Snowden Capital Advisors LLC | 0.21% | Add +1.1% | 454,129 | $8.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -47.5% | 426,449 | $8.3M |
| LPL Financial LLC | 0.00% | Add +1.0% | 396,135 | $7.7M |
| Cetera Investment Advisers | 0.01% | Add +12.0% | 356,942 | $7.0M |
| Confluence Investment Management LLC | 0.10% | Reduce -8.7% | 322,898 | $6.3M |
| Rebalance, LLC | 0.30% | Add +12.9% | 297,499 | $5.8M |
| Baird Financial Group, Inc. | 0.01% | Add +11.5% | 284,901 | $5.6M |
| Stockman Wealth Management, Inc. | 0.56% | Add +4.1% | 276,786 | $5.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +8.6% | 272,855 | $5.3M |
| CENTRAL TRUST Co | 0.09% | Add +3.8% | 265,398 | $5.2M |
| Asset Dedication, LLC | 0.31% | Add +10.2% | 253,041 | $4.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Add +7.5% | 234,846 | $4.6M |
| Thoroughbred Financial Services, LLC | 0.22% | Add +12.4% | 230,021 | $4.5M |
| Accretive Wealth Partners, LLC | 1.01% | Add +23.8% | 211,769 | $4.1M |
| Chatham Capital Group, Inc. | 0.49% | Add +6.7% | 198,375 | $3.9M |
| Howland Capital Management LLC | 0.14% | Add +12.6% | 197,806 | $3.9M |
| Parallel Advisors, LLC | 0.06% | Add +8.1% | 196,725 | $3.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.3% | 196,484 | $3.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +23.0% | 169,590 | $3.3M |
| Boston Family Office LLC | 0.20% | Add +15.4% | 164,416 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Add +2.2% | 159,424 | $3.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +24.0% | 157,609 | $3.1M |
| Integrated Wealth Concepts LLC | 0.02% | Add +52.9% | 153,569 | $3.0M |
| Atria Investments, Inc | 0.02% | Add +3.2% | 125,385 | $2.5M |
| Park Avenue Securities LLC | 0.01% | Add +2.6% | 122,597 | $2.4M |
| Hughes Financial Services, LLC | 0.28% | Reduce -0.0% | 110,044 | $2.2M |
| Stifel Financial Corp. | 0.00% | Add +13.6% | 109,107 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +93.6% | 105,280 | $2.1M |
| Signaturefd, LLC | 0.03% | Add +24.7% | 103,347 | $2.0M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -4.2% | 96,566 | $1.9M |
| Mechanics Bank Trust Department | 0.22% | Reduce -2.7% | 90,500 | $1.8M |
| Valmark Advisers, Inc. | 0.02% | Add +48.1% | 88,892 | $1.7M |
| Atwood & Palmer Inc. | 0.09% | Reduce -3.2% | 87,410 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -36.2% | 86,097 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.5% | 85,881 | $1.7M |
| IFP Advisors, Inc | 0.03% | Add +5.3% | 79,797 | $1.6M |
| Belpointe Asset Management LLC | 0.05% | Reduce -1.5% | 78,858 | $1.5M |
| Leavell Investment Management, Inc. | 0.05% | Add +35.9% | 69,841 | $1.4M |
| Allworth Financial LP | 0.01% | Add +9.8% | 68,452 | $1.3M |
| Associated Banc-Corp | 0.03% | Add +5.3% | 62,571 | $1.2M |
| First National Bank of Omaha | 0.03% | Reduce -5.7% | 60,633 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +56.7% | 60,004 | $1.2M |
| Apella Capital, LLC | 0.02% | Add +37.5% | 59,715 | $1.2M |
| Old Port Advisors | 0.22% | Reduce -6.7% | 57,705 | $1.1M |
| SCS Capital Management LLC | 0.01% | No change | 57,517 | $1.1M |
| Yoder Wealth Management, Inc. | 0.37% | Add +0.5% | 49,002 | $957K |
| MV Capital Management, Inc. | 0.07% | No change | 43,300 | $846K |
| Jim Saulnier & Associates, LLC | 0.33% | Add +8.5% | 42,531 | $831K |
| Reliant Wealth Planning | 0.23% | No change | 41,998 | $821K |
| Duncker Streett & Co. Inc. | 0.14% | Add +0.9% | 41,789 | $817K |
| Montecito Bank & Trust | 0.12% | Add +17.3% | 41,179 | $805K |
| Foundry Financial Group, Inc. | 0.34% | Add +7.5% | 40,117 | $784K |
| Community Financial Services Group, LLC | 0.10% | New | 36,747 | $715K |
| Tableaux LLC | 0.29% | Reduce -1.9% | 35,237 | $689K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -3.9% | 34,881 | $682K |
| Cerity Partners LLC | 0.00% | Reduce -2.2% | 34,509 | $674K |
| BIP Wealth, LLC | 0.02% | Reduce -7.7% | 33,580 | $656K |
| Keeler Thomas Management LLC | 0.23% | Reduce -21.3% | 32,663 | $638K |
| Atlantic Private Wealth, LLC | 0.37% | Reduce -6.7% | 30,827 | $602K |
| AQR Capital Management | 0.00% | Add +25.8% | 29,283 | $572K |
| Heartland Bank & Trust Co | 0.12% | Add +29.5% | 29,280 | $572K |
| Focus Partners Wealth | 0.00% | Reduce -29.9% | 29,078 | $568K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +34.2% | 27,850 | $544K |
| Captrust Financial Advisors | 0.00% | Add +5.1% | 27,347 | $534K |
| Compass Ion Advisors, LLC | 0.05% | No change | 26,997 | $528K |
| Modern Wealth Management, LLC | 0.01% | New | 26,874 | $525K |
| Jane Street Group, LLC | 0.00% | Add +66.0% | 25,783 | $504K |
| Creative Planning | 0.00% | New | 25,772 | $504K |
| Equitable Holdings, Inc. | 0.00% | Add +1.6% | 25,622 | $501K |
| Midwest Professional Planners, LTD. | 0.10% | Add +134.5% | 25,562 | $499K |
| Harbour Investments, Inc. | 0.01% | Add +0.9% | 25,095 | $490K |
| Lido Advisors, LLC | 0.00% | Add +11.2% | 24,792 | $484K |
| Granite Harbor Advisors, Inc. | 0.19% | Reduce -40.0% | 24,765 | $484K |
| Daybright Advisory Services, Inc. | 0.11% | Add +1.3% | 23,949 | $464K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.1% | 23,231 | $454K |
| DecisionMap Wealth Management, LLC | 0.25% | Add +28.5% | 22,488 | $439K |
| Great Diamond Partners, LLC | 0.07% | Add +47.3% | 22,031 | $430K |
| XY Planning Network, Inc. | 0.05% | New | 21,407 | $418K |
| CGN Advisors LLC | 0.03% | Add +0.3% | 21,407 | $418K |
| Jacobi Capital Management LLC | 0.02% | Add +0.6% | 21,284 | $416K |
| Guidance Point Advisors, LLC | 0.09% | Add +10.0% | 20,529 | $401K |
| Kestra Investment Management, LLC | 0.01% | Add +5.2% | 18,623 | $364K |
| Trinity Wealth Management, LLC | 0.11% | Add +1.0% | 17,732 | $346K |
| Northstar Group, Inc. | 0.04% | New | 17,267 | $337K |
| Single Point Partners, LLC | 0.06% | New | 16,943 | $331K |
| Visionary Wealth Advisors | 0.01% | Add +37.5% | 16,572 | $324K |
| Passive Capital Management, LLC. | 0.10% | No change | 15,941 | $316K |
| Financial Advisory Corp | 0.04% | Add +36.2% | 15,590 | $305K |
| KOM Wealth Management Group, LLC | 0.18% | New | 15,558 | $304K |
| Opus Capital Group, LLC | 0.03% | New | 15,330 | $300K |
| Smithbridge Asset Management Inc. | 0.04% | No change | 15,000 | $293K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 14,894 | $291K |
| Element Wealth, LLC | 0.11% | Add +1.3% | 14,558 | $284K |
| Liberty Wealth Management LLC | 0.04% | No change | 14,349 | $283K |
| Principal Securities, Inc. | 0.00% | Add +0.1% | 14,407 | $282K |
| James Investment Research, Inc. | 0.03% | No change | 14,350 | $280K |
| Barrett & Company, Inc. | 0.08% | Add +55.6% | 14,170 | $277K |
| Physician Wealth Advisors, Inc. | 0.03% | Add +75.0% | 13,890 | $271K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.0% | 13,842 | $270K |
| Spreng Capital Management, Inc. | 0.10% | New | 13,758 | $269K |
| KFG Wealth Management, LLC | 0.03% | Add +0.6% | 13,734 | $268K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -7.9% | 13,578 | $265K |
| Schmidt P J Investment Management Inc. | 0.04% | No change | 13,471 | $263K |
| Hanover Advisors Inc. | 0.08% | Add +4.8% | 11,686 | $228K |
| Straight Path Wealth Management | 0.05% | Add +16.3% | 11,659 | $228K |
| Hyposwiss Advisors SA | 0.21% | No change | 11,215 | $219K |
| World Investment Advisors | 0.00% | Reduce -5.0% | 10,886 | $215K |
| LBMC Investment Advisors, LLC | 0.01% | No change | 10,090 | $197K |
| CreativeOne Wealth, LLC | 0.00% | New | 10,037 | $196K |
| Atlantic Union Bankshares Corp | 0.00% | Add +10.4% | 9,202 | $180K |
| Crews Bank & Trust | 0.02% | No change | 8,975 | $175K |
| Mather Group, Llc. | 0.00% | New | 8,348 | $163K |
| United Community Bank | 0.05% | Reduce -5.9% | 8,005 | $156K |
| Fifth Third Bancorp | 0.00% | Add +26.4% | 7,190 | $140K |
| Hills Bank & Trust Co | 0.01% | Add +1.8% | 6,118 | $120K |
| Key Financial Inc | 0.02% | New | 5,540 | $108K |
| National Bank of Canada | 0.00% | Add +6.9% | 5,326 | $104K |
| Phillips Financial Management, LLC | 0.01% | New | 5,063 | $99K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 4,963 | $97K |
| Fiduciary Financial Advisors | 0.01% | New | 4,292 | $84K |
| CNB Bank | 0.03% | Add +5.0% | 4,190 | $82K |
| Bogart Wealth, LLC | 0.00% | No change | 3,560 | $70K |
| JPL Wealth Management, LLC | 0.01% | No change | 3,384 | $66K |
| US Bancorp \de | 0.00% | No change | 3,360 | $66K |
| NBH Bank | 0.03% | — | 3,134 | $61K |
| MCF Advisors LLC | 0.00% | New | 2,616 | $51K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.0% | 2,567 | $50K |
| Bank of Montreal | 0.00% | Add +33.8% | 2,556 | $50K |
| TD Capital Management LLC | 0.00% | Add +1.0% | 2,304 | $45K |
| Clearstead Trust, LLC | 0.01% | No change | 2,136 | $42K |
| High Note Wealth, LLC | 0.01% | No change | 1,508 | $29K |
| Longview Financial Advisors LLC | 0.01% | New | 1,148 | $22K |
| Robbins Farley | 0.01% | No change | 1,007 | $20K |
| Pflug Koory, LLC | 0.01% | No change | 911 | $18K |
| Mb, Levis & Associates, LLC | 0.01% | Add +0.9% | 880 | $17K |
| First PREMIER Bank | 0.00% | No change | 849 | $17K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 756 | $15K |
| Gilpin Wealth Management, LLC | 0.01% | No change | 430 | $8K |
| Vanguard Advisers Inc. | 0.00% | No change | 404 | $8K |
| Logan Capital Management Inc. | 0.00% | — | 345 | $7K |
| Assetmark, Inc. | 0.00% | New | 126 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 71 | $1K |
| Larson Financial Group LLC | 0.00% | No change | 36 | $703 |
| Smartleaf Asset Management LLC | 0.00% | No change | 1 | $20 |
"% 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.