ISHARES IBONDS DEC 2030 TREA IBTK
$19.48
+0.1% 52w: $18.91 – $19.82
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data18.9119.3719.82
Jun 20, 2025 Jul 2, 2026
Institutional holders
172
+13 QoQ
13F value
$699.1M
+25.2% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns IBTK?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | Bank broker | 3.7M | $73.6M | 0.0% | +18.3% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 2.7M | $52.3M | 0.1% | +46.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.8M | $36.2M | 0.0% | +7.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.3M | $24.9M | 0.0% | +8222.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 1.2M | $24.4M | 0.2% | +33.8% |
| TITLEIST ASSET MANAGEMENT, LLC | Wealth advisor | 1.2M | $24.3M | 1.8% | +6.2% |
| D.A. DAVIDSON & CO. | Wealth advisor | 922.7K | $18.2M | 0.1% | +4.9% |
| Journey Advisory Group, LLC | Wealth advisor | 851.4K | $16.8M | 1.4% | +4.1% |
| CWM, LLC | Wealth advisor | 836.5K | $16.5M | 0.0% | +6.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 811.9K | $16.0M | 0.0% | +10.9% |
| BlackRock, Inc. | Index provider | 763.5K | $15.1M | 0.0% | +138.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 707.8K | $14.0M | 0.0% | -5.5% |
| HM PAYSON & CO | Diversified mechanical | 702.8K | $13.9M | 0.2% | +153.6% |
| UBS Group AG | Bank broker | 692.6K | $13.7M | 0.0% | +18.1% |
| Denver PWM, LLC | Wealth advisor | 694.5K | $13.6M | 4.7% | New |
| AMERIPRISE FINANCIAL INC | Bank broker | 687.4K | $13.6M | 0.0% | +159.9% |
| MKT Advisors LLC | Wealth advisor | 672.3K | $13.2M | 4.4% | +3.0% |
| Wealth Management Strategies, Inc. | Wealth advisor | 665.9K | $13.1M | 5.9% | +3.6% |
| MORGAN STANLEY | Bank broker | 598.2K | $11.8M | 0.0% | +96.7% |
| Probity Advisors, Inc. | Wealth advisor | 548.8K | $10.8M | 1.7% | +12.7% |
| Legacy Private Trust Co. | Wealth advisor | 545.5K | $10.8M | 0.7% | -6.4% |
| BAILARD, INC. | Other | 539.4K | $10.6M | 0.2% | +172.9% |
| Waycross Investment Management Co | Wealth advisor | 521.1K | $10.3M | 9.8% | +2.7% |
| SHELTON WEALTH MANAGEMENT, LLC | Wealth advisor | 515.1K | $10.2M | 4.5% | +17.1% |
| EIGHT 31 FINANCIAL, LLC | Wealth advisor | 503.1K | $9.9M | 6.0% | -1.6% |
| ROYAL BANK OF CANADA | Bank broker | 500.6K | $9.9M | 0.0% | +11.6% |
| NewEdge Advisors, LLC | Diversified mechanical | 500.1K | $9.9M | 0.0% | +6.6% |
| Trust Co | Wealth advisor | 485.8K | $9.6M | 0.9% | +1.4% |
| Heartwood Wealth Advisors LLC | Wealth advisor | 485.7K | $9.6M | 0.8% | New |
| Krilogy Financial LLC | Wealth advisor | 462.1K | $9.1M | 0.3% | +6.3% |
| Snowden Capital Advisors LLC | Diversified mechanical | 449.2K | $8.9M | 0.2% | +0.4% |
| LPL Financial LLC | Bank broker | 392.1K | $7.7M | 0.0% | +57.0% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Other | 353.6K | $7.0M | 0.1% | -3.1% |
| Cetera Investment Advisers | Wealth advisor | 318.6K | $6.3M | 0.0% | +14.3% |
| Stockman Wealth Management, Inc. | Other | 266.0K | $5.2M | 0.6% | +11.9% |
| REBALANCE, LLC | Wealth advisor | 263.4K | $5.2M | 0.3% | +1.4% |
| CENTRAL TRUST Co | Diversified mechanical | 255.7K | $5.0M | 0.1% | -8.4% |
| Baird Financial Group, Inc. | Diversified mechanical | 255.5K | $5.0M | 0.0% | +29.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 251.2K | $5.0M | 0.0% | +77.4% |
| Asset Dedication, LLC | Wealth advisor | 229.6K | $4.5M | 0.3% | +43.1% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Wealth advisor | 218.4K | $4.3M | 0.1% | +48.0% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | Other | 204.7K | $4.0M | 0.2% | +12.3% |
| Janney Montgomery Scott LLC | Diversified mechanical | 188.4K | $3.7M | 0.0% | +62.4% |
| CHATHAM CAPITAL GROUP, INC. | Other | 186.0K | $3.7M | 0.5% | +14.9% |
| Parallel Advisors, LLC | Wealth advisor | 182.0K | $3.6M | 0.1% | +9.4% |
| HOWLAND CAPITAL MANAGEMENT LLC | Other | 175.6K | $3.5M | 0.1% | +8.1% |
| Accretive Wealth Partners, LLC | Wealth advisor | 171.0K | $3.4M | 1.0% | -0.7% |
| HighTower Advisors, LLC | Diversified mechanical | 156.0K | $3.1M | 0.0% | -0.9% |
| BOSTON FAMILY OFFICE LLC | Other | 142.5K | $2.8M | 0.2% | +23.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 137.9K | $2.7M | 0.0% | +22.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.