iShares Ibonds Dec 2031 TermIBTLETF
13F holders, Q2 2026 (June 30)134holders +6
22new positions
12sold out
2famous investors
$20.19avg. 13F price*
At the end of Q2 2026, 134 institutions reported holding iShares Ibonds Dec 2031 Term (IBTL) in their 13F filings, up 6 from Q1 2026. 22 opened new positions and 12 sold out. The largest holders were Wells Fargo & Company ($51.4M), TRUE Private Wealth Advisors ($34.1M) and BlackRock, Inc. ($26.4M). 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 2031 Term
- CUSIP
- 46436E460
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $31.9M |
| Exits | 12 | $4.4M |
All 13F filers, Q1 2026 → Q2 2026: 2,994,912 shares bought and 1,132,658 shares sold, net +1,862,254 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 134 holders
| Wells Fargo & Company | 0.01% | Reduce -14.0% | 2,544,060 | $51.4M |
| TRUE Private Wealth Advisors | 2.94% | Reduce -9.3% | 1,688,677 | $34.1M |
| BlackRock, Inc. | 0.00% | New | 1,307,693 | $26.4M |
| Confluence Investment Management LLC | 0.35% | Reduce -8.7% | 1,098,504 | $22.2M |
| Titleist Asset Management, LLC | 1.35% | Add +3.7% | 990,421 | $20.0M |
| Bank of America Corp. | 0.00% | Add +15.8% | 913,630 | $18.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.1% | 892,700 | $18.0M |
| Krilogy Financial LLC | 0.45% | Add +6.8% | 753,026 | $15.2M |
| Morgan Stanley | 0.00% | Add +1.9% | 730,848 | $14.8M |
| NewEdge Advisors, LLC | 0.04% | Add +6.0% | 676,777 | $13.7M |
| Ameriprise Financial Inc. | 0.00% | Add +0.5% | 655,984 | $13.2M |
| Probity Advisors, Inc. | 1.61% | Add +11.1% | 558,788 | $11.3M |
| Shelton Wealth Management, LLC | 4.29% | Add +8.3% | 536,805 | $10.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +108.2% | 484,813 | $9.8M |
| Park Avenue Securities LLC | 0.06% | Reduce -13.2% | 470,144 | $9.5M |
| Legacy Private Trust Co. | 0.51% | Add +6.4% | 455,751 | $9.2M |
| Raymond James Financial Inc. | 0.00% | Add +21.3% | 445,255 | $9.0M |
| Snowden Capital Advisors LLC | 0.19% | Add +1.6% | 406,659 | $8.2M |
| Headland Capital, LLC | 2.02% | Add +8.1% | 405,441 | $8.2M |
| HighTower Advisors, LLC | 0.01% | Add +11.5% | 399,026 | $8.1M |
| United Capital Financial Advisors, LLC | 0.04% | Add +9.1% | 396,107 | $8.0M |
| Foronjy Financial LLC | 2.50% | Add +6.7% | 337,588 | $6.8M |
| Spreng Capital Management, Inc. | 2.31% | Add +3.1% | 314,831 | $6.4M |
| Fagan Associates, Inc. | 0.69% | Add +1.9% | 277,458 | $5.6M |
| Stockman Wealth Management, Inc. | 0.55% | Add +5.0% | 264,766 | $5.3M |
| Royal Bank of Canada | 0.00% | Reduce -13.6% | 253,349 | $5.1M |
| Asset Dedication, LLC | 0.31% | Add +15.0% | 242,011 | $4.9M |
| Yoder Wealth Management, Inc. | 1.78% | Add +1.1% | 226,174 | $4.6M |
| UBS Group AG | 0.00% | Add +6.4% | 224,307 | $4.5M |
| Parallel Advisors, LLC | 0.07% | Add +7.2% | 215,153 | $4.3M |
| Thoroughbred Financial Services, LLC | 0.20% | Reduce -0.3% | 209,387 | $4.2M |
| Accretive Wealth Partners, LLC | 1.01% | Add +23.8% | 205,085 | $4.1M |
| Whalen Wealth Management Inc. | 1.83% | Add +0.7% | 201,860 | $4.1M |
| CENTRAL TRUST Co | 0.07% | Add +7.8% | 187,041 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +53.6% | 169,612 | $3.4M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -7.3% | 168,327 | $3.4M |
| Stifel Financial Corp. | 0.00% | Reduce -2.0% | 158,390 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.9% | 157,222 | $3.2M |
| Boston Family Office LLC | 0.17% | Add +13.0% | 139,397 | $2.8M |
| D.A. Davidson & Co. | 0.01% | Add +25.5% | 133,676 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.9% | 127,242 | $2.6M |
| Integrated Wealth Concepts LLC | 0.01% | Add +92.5% | 112,419 | $2.3M |
| LPL Financial LLC | 0.00% | Reduce -4.0% | 92,600 | $1.9M |
| Howland Capital Management LLC | 0.06% | Add +0.3% | 86,561 | $1.7M |
| Valmark Advisers, Inc. | 0.02% | Add +45.6% | 83,711 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +3.9% | 82,940 | $1.7M |
| Smartleaf Asset Management LLC | 0.05% | No change | 72,236 | $1.5M |
| Eight 31 Financial, LLC | 0.82% | Add +5.2% | 68,555 | $1.4M |
| L2 Asset Management, LLC | 0.14% | Add +2.3% | 66,158 | $1.3M |
| Allworth Financial LP | 0.01% | Add +5963.3% | 61,664 | $1.2M |
| First National Bank of Omaha | 0.03% | Reduce -4.3% | 60,869 | $1.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.8% | 58,450 | $1.2M |
| Creative Planning | 0.00% | Reduce -25.6% | 58,431 | $1.2M |
| Signaturefd, LLC | 0.02% | Add +52.4% | 57,652 | $1.2M |
| Shelton Capital Management | 0.02% | Reduce -2.0% | 56,771 | $1.1M |
| Moulton Wealth Management, Inc. | 0.65% | Reduce -53.6% | 49,511 | $995K |
| Leavell Investment Management, Inc. | 0.03% | Add +29.1% | 46,895 | $947K |
| Jane Street Group, LLC | 0.00% | Add +44.5% | 45,658 | $922K |
| Moneco Advisors, LLC | 0.05% | New | 41,322 | $861K |
| Community Financial Services Group, LLC | 0.12% | New | 41,068 | $825K |
| Associated Banc-Corp | 0.02% | Reduce -7.5% | 38,089 | $769K |
| Benjamin Edwards Inc. | 0.01% | Add +3.1% | 36,105 | $729K |
| Montecito Bank & Trust | 0.11% | Add +20.0% | 35,531 | $717K |
| Kestra Advisory Services, LLC | 0.00% | Add +7.2% | 33,669 | $680K |
| Jim Saulnier & Associates, LLC | 0.27% | Add +6.5% | 33,505 | $676K |
| Lanark Financial, Inc. | 0.05% | Reduce -1.2% | 33,344 | $673K |
| Cerity Partners LLC | 0.00% | Reduce -2.3% | 32,467 | $656K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.5% | 31,626 | $639K |
| AQR Capital Management | 0.00% | Add +25.4% | 29,637 | $598K |
| Old Port Advisors | 0.11% | Add +23.6% | 28,829 | $582K |
| Summit Wealth Partners, LLC | 0.08% | Add +40.3% | 28,638 | $578K |
| Citadel Advisors | 0.00% | New | 28,388 | $573K |
| Modern Wealth Management, LLC | 0.01% | New | 26,952 | $544K |
| Compass Ion Advisors, LLC | 0.05% | No change | 26,181 | $529K |
| IFP Advisors, Inc | 0.01% | Add +16.2% | 25,406 | $513K |
| Osaic Holdings, Inc. | 0.00% | Add +41.5% | 25,373 | $512K |
| Visionary Wealth Advisors | 0.02% | Add +20.1% | 24,834 | $501K |
| National Philanthropic Trust | 0.01% | No change | 24,606 | $497K |
| Atlantic Private Wealth, LLC | 0.27% | Reduce -14.7% | 21,936 | $443K |
| DecisionMap Wealth Management, LLC | 0.24% | Add +29.0% | 21,577 | $436K |
| Granite Harbor Advisors, Inc. | 0.17% | No change | 20,590 | $416K |
| Wealth Management Strategies, Inc. | 0.16% | New | 19,960 | $403K |
| Jacobi Capital Management LLC | 0.02% | Add +0.7% | 19,803 | $400K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -2.8% | 19,466 | $393K |
| XY Planning Network, Inc. | 0.05% | New | 18,964 | $383K |
| CGN Advisors LLC | 0.03% | Add +0.4% | 18,964 | $383K |
| Harbour Investments, Inc. | 0.01% | Add +12.0% | 18,633 | $376K |
| Great Diamond Partners, LLC | 0.06% | Add +45.6% | 18,419 | $372K |
| Captrust Financial Advisors | 0.00% | Add +24.1% | 18,108 | $366K |
| Kestra Investment Management, LLC | 0.01% | Add +5.6% | 17,917 | $362K |
| Reliant Wealth Planning | 0.09% | No change | 16,898 | $341K |
| Single Point Partners, LLC | 0.06% | New | 16,393 | $331K |
| STAR Financial Bank | 0.13% | Reduce -4.2% | 15,860 | $320K |
| BIP Wealth, LLC | 0.01% | Reduce -3.1% | 15,605 | $315K |
| Capital Investment Advisors, LLC | 0.00% | Add +0.1% | 14,778 | $298K |
| Smithbridge Asset Management Inc. | 0.04% | No change | 14,700 | $297K |
| Physician Wealth Advisors, Inc. | 0.03% | Add +180.9% | 14,099 | $285K |
| Guidance Point Advisors, LLC | 0.06% | Add +2.4% | 13,815 | $279K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 13,110 | $265K |
| HM Payson & Co. | 0.00% | New | 12,416 | $251K |
"% of holder's portfolio" is IBTL's weight in each manager's 13F, not the share of iShares Ibonds Dec 2031 Term the manager owns.