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

050100150 Q1 2024: 49Q1 2024Q2 2024: 57Q2 2024Q3 2024: 71Q3 2024Q4 2024: 76Q4 2024Q1 2025: 88Q1 2025Q2 2025: 95Q2 2025Q3 2025: 109Q3 2025Q4 2025: 120Q4 2025Q1 2026: 128Q1 2026Q2 2026: 134Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions22$31.9M
Exits12$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
Lido Advisors, LLC 0.00% Add +19.5% 11,886 $240K
Cliftonlarsonallen Wealth Advisors, LLC 0.00% No change 11,327 $229K
Koshinski Asset Management, Inc. 0.01% Add +5.0% 11,129 $225K
Mariner, LLC 0.00% New 11,070 $224K
Cambridge Investment Research Advisors, Inc. 0.00% New 10,764 $217K
Coldstream Capital Management Inc. 0.00% Reduce -9.9% 10,246 $207K
Trust Co 0.02% No change 8,395 $169K
Atlantic Union Bankshares Corp 0.00% No change 7,585 $153K
Bellecapital International Ltd. 0.02% New 6,992 $141K
Barrett & Company, Inc. 0.03% New 5,545 $112K
Key Financial Inc 0.02% New 5,365 $108K
Fifth Third Bancorp 0.00% Add +0.0% 5,233 $106K
Phillips Financial Management, LLC 0.01% New 4,895 $99K
Cherry Tree Wealth Management, LLC 0.02% No change 4,400 $89K
JPL Wealth Management, LLC 0.02% No change 4,230 $85K
Fiduciary Financial Advisors 0.01% New 4,149 $84K
CNB Bank 0.03% Add +5.0% 4,054 $82K
Bogart Wealth, LLC 0.00% No change 3,591 $73K
TD Capital Management LLC 0.00% Add +1.0% 2,479 $50K
Clearstead Advisors, LLC 0.00% New 2,450 $49K
US Bancorp \de 0.00% Add +41.0% 1,720 $35K
Private Trust Co. NA 0.00% No change 1,280 $26K
Longview Financial Advisors LLC 0.01% New 1,243 $25K
Hyposwiss Advisors SA 0.02% New 1,160 $23K
Crews Bank & Trust 0.00% No change 1,150 $23K
Pflug Koory, LLC 0.01% No change 884 $18K
First PREMIER Bank 0.00% No change 837 $17K
Federation des caisses Desjardins du Quebec 0.00% No change 748 $15K
Logan Capital Management Inc. 0.00% — 682 $14K
Bank of Montreal 0.00% New 620 $13K
Farther Finance Advisors, LLC 0.00% No change 617 $12K
NBH Bank 0.00% — 280 $6K
Gilpin Wealth Management, LLC 0.00% No change 142 $3K
Assetmark, Inc. 0.00% New 96 $2K

"% 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.