iShares Ibonds Dec 2034 ETFIBTPETF
13F holders, Q2 2026 (June 30)62holders +7
12new positions
3sold out
1famous investor
$25.39avg. 13F price*
At the end of Q2 2026, 62 institutions reported holding iShares Ibonds Dec 2034 ETF (IBTP) in their 13F filings, up 7 from Q1 2026. 12 opened new positions and 3 sold out. The largest holders were Atlantic Union Bankshares Corp ($46.9M), Confluence Investment Management LLC ($24.5M) and Summitry LLC ($22.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2034 ETF
- CUSIP
- 46438G646
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $5.4M |
| Exits | 3 | $48K |
All 13F filers, Q1 2026 → Q2 2026: 1,409,480 shares bought and 321,323 shares sold, net +1,088,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 62 holders
| Atlantic Union Bankshares Corp | 0.78% | Add +29.3% | 1,849,299 | $46.9M |
| Confluence Investment Management LLC | 0.38% | Add +5.0% | 965,101 | $24.5M |
| Summitry LLC | 0.73% | Add +1.8% | 878,535 | $22.3M |
| Stifel Financial Corp. | 0.02% | Add +38.6% | 784,592 | $19.9M |
| Benjamin Edwards Inc. | 0.17% | Add +43.0% | 723,444 | $18.4M |
| D.A. Davidson & Co. | 0.06% | Add +9.7% | 421,822 | $10.7M |
| Atlantic Private Wealth, LLC | 3.46% | Reduce -3.8% | 222,302 | $5.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.8% | 208,648 | $5.3M |
| Morgan Stanley | 0.00% | Add +20.2% | 183,785 | $4.7M |
| Probity Advisors, Inc. | 0.63% | Add +19.0% | 174,395 | $4.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.7% | 170,974 | $4.4M |
| Accretive Wealth Partners, LLC | 0.99% | Add +24.5% | 159,662 | $4.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +14.0% | 148,450 | $3.8M |
| UBS Group AG | 0.00% | Add +1.1% | 134,267 | $3.4M |
| Royal Bank of Canada | 0.00% | Reduce -70.5% | 124,529 | $3.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.9% | 114,247 | $2.9M |
| United Capital Financial Advisors, LLC | 0.02% | Add +14.3% | 108,728 | $2.8M |
| HighTower Advisors, LLC | 0.00% | Add +1.4% | 105,033 | $2.7M |
| Raymond James Financial Inc. | 0.00% | Add +7.4% | 80,546 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +0.1% | 58,292 | $1.5M |
| Mariner, LLC | 0.00% | New | 55,149 | $1.4M |
| Citadel Advisors | 0.00% | Add +35.0% | 54,886 | $1.4M |
| Reliant Wealth Planning | 0.37% | No change | 52,382 | $1.3M |
| Bell Investment Advisors, Inc | 0.19% | New | 51,498 | $1.3M |
| Bank of America Corp. | 0.00% | Add +20.5% | 50,182 | $1.3M |
| Petros Family Wealth, LLC | 0.69% | Add +8.5% | 44,648 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.05% | Add +115.5% | 43,166 | $1.1M |
| LPL Financial LLC | 0.00% | Add +11.3% | 38,362 | $974K |
| Arax Advisory Partners | 0.01% | New | 34,635 | $879K |
| Goldman Sachs Group Inc. | 0.00% | No change | 31,825 | $808K |
| L2 Asset Management, LLC | 0.07% | Add +4.6% | 26,125 | $663K |
| Jane Street Group, LLC | 0.00% | Add +8.2% | 23,805 | $604K |
| Krilogy Financial LLC | 0.02% | Add +20.9% | 21,275 | $540K |
| Equitable Holdings, Inc. | 0.00% | Add +0.2% | 20,802 | $528K |
| Wells Fargo & Company | 0.00% | Reduce -5.9% | 20,796 | $528K |
| MML Investors Services, LLC | 0.00% | Add +21.8% | 19,060 | $484K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +83.0% | 18,941 | $481K |
| Apella Capital, LLC | 0.01% | No change | 14,397 | $362K |
| Single Point Partners, LLC | 0.06% | New | 13,044 | $331K |
| Dearborn Partners LLC | 0.02% | Add +28.1% | 11,682 | $304K |
| Jacobi Capital Management LLC | 0.01% | Add +0.8% | 11,472 | $291K |
| Keeler Thomas Management LLC | 0.10% | Reduce -30.0% | 10,835 | $275K |
| Bank of New York Mellon Corp | 0.00% | New | 10,790 | $274K |
| Old Mission Investment Co LLC | 0.06% | New | 10,405 | $264K |
| Park Avenue Securities LLC | 0.00% | New | 10,095 | $256K |
| IFP Advisors, Inc | 0.00% | Add +99.8% | 9,965 | $253K |
| Signaturefd, LLC | 0.00% | Add +25.1% | 9,809 | $249K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 9,083 | $231K |
| Atria Investments, Inc | 0.00% | New | 8,871 | $225K |
| Waverly Advisors, LLC | 0.00% | No change | 8,551 | $217K |
| Guidance Point Advisors, LLC | 0.05% | Add +3.0% | 8,530 | $217K |
| Bellecapital International Ltd. | 0.02% | New | 5,579 | $142K |
| CNB Bank | 0.05% | Add +5.1% | 5,054 | $128K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 4,000 | $102K |
| Fiduciary Financial Advisors | 0.01% | New | 3,295 | $84K |
| Osaic Holdings, Inc. | 0.00% | Add +54.4% | 2,839 | $72K |
| Fifth Third Bancorp | 0.00% | Add +0.3% | 2,736 | $69K |
| CENTRAL TRUST Co | 0.00% | No change | 1,387 | $35K |
| Hyposwiss Advisors SA | 0.03% | No change | 1,365 | $35K |
| Asset Dedication, LLC | 0.00% | Add +15.2% | 1,195 | $30K |
| CVA Family Office, LLC | 0.00% | No change | 583 | $15K |
| Assetmark, Inc. | 0.00% | New | 204 | $5K |
"% of holder's portfolio" is IBTP's weight in each manager's 13F, not the share of iShares Ibonds Dec 2034 ETF the manager owns.