iShares Ibonds Dec 2031 TermIBTLETF
13F holders, Q1 2026 (March 31)128holders +8
16new positions
9sold out
1famous investor
$20.40avg. 13F price*
At the end of Q1 2026, 128 institutions reported holding iShares Ibonds Dec 2031 Term (IBTL) in their 13F filings, up 8 from Q4 2025. 16 opened new positions and 9 sold out. The largest holders were Wells Fargo & Company ($60.4M), TRUE Private Wealth Advisors ($38.0M) and Confluence Investment Management LLC ($24.5M). One famous investor held it 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $23.8M |
| Exits | 9 | $3.6M |
All 13F filers, Q4 2025 → Q1 2026: 5,206,466 shares bought and 537,131 shares sold, net +4,669,335 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 128 holders
| Wells Fargo & Company | 0.01% | Add +20.9% | 2,958,826 | $60.4M |
| TRUE Private Wealth Advisors | 3.62% | Reduce -4.0% | 1,862,284 | $38.0M |
| Confluence Investment Management LLC | 0.38% | Add +156.1% | 1,202,814 | $24.5M |
| Titleist Asset Management, LLC | 1.47% | Add +6355.9% | 955,082 | $19.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +112.0% | 857,874 | $17.5M |
| Bank of America Corp. | 0.00% | Add +2.0% | 788,860 | $16.1M |
| Morgan Stanley | 0.00% | Add +8.4% | 717,089 | $14.6M |
| Krilogy Financial LLC | 0.46% | Add +4.0% | 705,440 | $14.4M |
| Ameriprise Financial Inc. | 0.00% | Add +37.4% | 652,473 | $13.3M |
| NewEdge Advisors, LLC | 0.05% | Add +5.0% | 638,564 | $13.0M |
| Park Avenue Securities LLC | 0.09% | Add +83.4% | 541,312 | $11.0M |
| Probity Advisors, Inc. | 1.63% | Add +11.3% | 503,140 | $10.3M |
| Shelton Wealth Management, LLC | 4.46% | New | 495,824 | $10.1M |
| Legacy Private Trust Co. | 0.54% | Add +14.4% | 428,215 | $8.7M |
| Snowden Capital Advisors LLC | 0.22% | Add +0.7% | 400,392 | $8.2M |
| Headland Capital, LLC | 2.15% | Add +2.3% | 374,930 | $7.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.1% | 366,986 | $7.5M |
| United Capital Financial Advisors, LLC | 0.05% | Add +14.3% | 363,176 | $7.4M |
| HighTower Advisors, LLC | 0.01% | Add +4.8% | 357,981 | $7.3M |
| Foronjy Financial LLC | 2.68% | Add +2.6% | 316,496 | $6.5M |
| Spreng Capital Management, Inc. | 2.94% | Add +12.5% | 305,422 | $6.2M |
| Royal Bank of Canada | 0.00% | Reduce -14.6% | 293,263 | $6.0M |
| Fagan Associates, Inc. | 0.77% | Add +0.4% | 272,203 | $5.6M |
| Stockman Wealth Management, Inc. | 0.57% | Add +15.8% | 252,186 | $5.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +6.1% | 232,834 | $4.7M |
| Yoder Wealth Management, Inc. | 2.08% | Add +3.3% | 223,634 | $4.6M |
| UBS Group AG | 0.00% | Add +5.5% | 210,729 | $4.3M |
| Asset Dedication, LLC | 0.30% | Add +46.8% | 210,507 | $4.3M |
| Thoroughbred Financial Services, LLC | 0.26% | Add +12.0% | 209,989 | $4.3M |
| Parallel Advisors, LLC | 0.07% | Add +17.8% | 200,701 | $4.1M |
| Whalen Wealth Management Inc. | 2.19% | Add +1.8% | 200,556 | $4.1M |
| Signature Wealth Management Group | 1.41% | New | 181,499 | $3.7M |
| OneDigital Investment Advisors LLC | 0.04% | New | 181,499 | $3.7M |
| CENTRAL TRUST Co | 0.07% | Add +5.0% | 173,481 | $3.5M |
| Accretive Wealth Partners, LLC | 0.95% | Reduce -1.8% | 165,612 | $3.4M |
| Stifel Financial Corp. | 0.00% | Add +33.8% | 161,562 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +67.8% | 149,914 | $3.1M |
| Boston Family Office LLC | 0.17% | Add +17.2% | 123,346 | $2.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +104.1% | 121,290 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -18.5% | 110,412 | $2.3M |
| D.A. Davidson & Co. | 0.01% | Add +249.7% | 106,550 | $2.2M |
| Moulton Wealth Management, Inc. | 1.48% | New | 106,671 | $2.2M |
| LPL Financial LLC | 0.00% | Add +45.8% | 96,475 | $2.0M |
| Howland Capital Management LLC | 0.07% | Add +3.5% | 86,261 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +73.7% | 79,801 | $1.6M |
| Creative Planning | 0.00% | Add +3.0% | 78,519 | $1.6M |
| Tower Research Capital LLC (TRC) | 0.04% | Reduce -44.6% | 75,884 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.4% | 72,236 | $1.5M |
| Smartleaf Asset Management LLC | 0.05% | Reduce -0.1% | 72,236 | $1.5M |
| Eight 31 Financial, LLC | 0.80% | Add +1.5% | 65,178 | $1.3M |
| L2 Asset Management, LLC | 0.13% | Add +8.9% | 64,688 | $1.3M |
| First National Bank of Omaha | 0.04% | Reduce -24.9% | 63,584 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +125.8% | 58,402 | $1.2M |
| Shelton Capital Management | 0.03% | New | 57,921 | $1.2M |
| Cwm, LLC | 0.00% | Add +0.9% | 57,684 | $1.2M |
| Valmark Advisers, Inc. | 0.01% | Add +3.7% | 57,509 | $1.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.6% | 57,444 | $1.2M |
| Associated Banc-Corp | 0.02% | Add +5.6% | 41,154 | $839K |
| Signaturefd, LLC | 0.01% | Add +9.1% | 37,834 | $772K |
| Leavell Investment Management, Inc. | 0.03% | Add +68.9% | 36,310 | $741K |
| Benjamin Edwards Inc. | 0.01% | Add +1.4% | 35,013 | $714K |
| Commonwealth Equity Services, LLC | 0.00% | Add +21.8% | 34,208 | $698K |
| Lanark Financial, Inc. | 0.05% | Reduce -11.6% | 33,759 | $689K |
| Cerity Partners LLC | 0.00% | Add +34.1% | 33,222 | $678K |
| Jane Street Group, LLC | 0.00% | New | 31,599 | $645K |
| Jim Saulnier & Associates, LLC | 0.31% | Add +45.5% | 31,446 | $641K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -6.0% | 31,410 | $641K |
| Montecito Bank & Trust | 0.10% | Add +14.0% | 29,601 | $604K |
| Susquehanna International Group, LLP | 0.00% | New | 27,963 | $570K |
| Compass Ion Advisors, LLC | 0.05% | No change | 26,181 | $534K |
| Atlantic Private Wealth, LLC | 0.34% | Reduce -1.5% | 25,710 | $524K |
| Leo Wealth, LLC | 0.04% | Add +0.6% | 24,947 | $509K |
| National Philanthropic Trust | 0.01% | No change | 24,606 | $502K |
| AQR Capital Management | 0.00% | No change | 23,637 | $482K |
| Old Port Advisors | 0.11% | New | 23,321 | $476K |
| IFP Advisors, Inc | 0.01% | Add +3.5% | 21,858 | $446K |
| Visionary Wealth Advisors | 0.02% | Add +3.8% | 20,679 | $422K |
| Granite Harbor Advisors, Inc. | 0.18% | New | 20,590 | $420K |
| Summit Wealth Partners, LLC | 0.07% | No change | 20,416 | $416K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -4.7% | 20,019 | $408K |
| Jacobi Capital Management LLC | 0.02% | Add +2.0% | 19,670 | $401K |
| CGN Advisors LLC | 0.03% | Add +20.1% | 18,896 | $385K |
| Osaic Holdings, Inc. | 0.00% | Add +1.3% | 17,925 | $366K |
| Kestra Investment Management, LLC | 0.01% | Add +0.3% | 16,966 | $346K |
| Reliant Wealth Planning | 0.10% | No change | 16,898 | $345K |
| DecisionMap Wealth Management, LLC | 0.22% | No change | 16,721 | $341K |
| Harbour Investments, Inc. | 0.01% | Reduce -10.1% | 16,636 | $339K |
| STAR Financial Bank | 0.16% | Reduce -21.8% | 16,563 | $338K |
| BIP Wealth, LLC | 0.01% | Add +33.8% | 16,105 | $329K |
| Capital Investment Advisors, LLC | 0.00% | Add +21.4% | 14,766 | $301K |
| Smithbridge Asset Management Inc. | 0.04% | Reduce -50.0% | 14,700 | $300K |
| Captrust Financial Advisors | 0.00% | Reduce -24.7% | 14,590 | $298K |
| Keeler Thomas Management LLC | 0.12% | Reduce -84.5% | 14,221 | $290K |
| Guidance Point Advisors, LLC | 0.07% | Add +4.7% | 13,491 | $275K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +0.6% | 13,450 | $274K |
| Great Diamond Partners, LLC | 0.05% | New | 12,649 | $258K |
| Coldstream Capital Management Inc. | 0.00% | Add +5.9% | 11,367 | $232K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.00% | Reduce -1.4% | 11,327 | $231K |
| Koshinski Asset Management, Inc. | 0.01% | Add +2.0% | 10,595 | $216K |
| Elevation Advisory Partners LLC | 0.19% | — | 9,930 | $203K |
"% 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.