ISHARES IBONDS DEC 2031 TERM IBTL
$20.12
+0.2% 52w: $19.47 – $20.55
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data19.4720.0120.55
Jun 20, 2025 Jul 2, 2026
Institutional holders
128
+8 QoQ
13F value
$443.8M
+26.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns IBTL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | Bank broker | 3.0M | $60.4M | 0.0% | +20.9% |
| TRUE Private Wealth Advisors | Wealth advisor | 1.9M | $38.0M | 3.6% | -4.0% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Other | 1.2M | $24.5M | 0.4% | +156.1% |
| TITLEIST ASSET MANAGEMENT, LLC | Wealth advisor | 955.1K | $19.5M | 1.5% | +6355.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 857.9K | $17.5M | 0.0% | +112.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 788.9K | $16.1M | 0.0% | +2.0% |
| MORGAN STANLEY | Bank broker | 717.1K | $14.6M | 0.0% | +8.4% |
| Krilogy Financial LLC | Wealth advisor | 705.4K | $14.4M | 0.5% | +4.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 652.5K | $13.3M | 0.0% | +37.4% |
| NewEdge Advisors, LLC | Diversified mechanical | 638.6K | $13.0M | 0.0% | +5.0% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 541.3K | $11.0M | 0.1% | +83.4% |
| Probity Advisors, Inc. | Wealth advisor | 503.1K | $10.3M | 1.6% | +11.3% |
| SHELTON WEALTH MANAGEMENT, LLC | Wealth advisor | 495.8K | $10.1M | 4.5% | New |
| Legacy Private Trust Co. | Wealth advisor | 428.2K | $8.7M | 0.5% | +14.4% |
| Snowden Capital Advisors LLC | Diversified mechanical | 400.4K | $8.2M | 0.2% | +0.7% |
| Headland Capital, LLC | Wealth advisor | 374.9K | $7.6M | 2.2% | +2.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 367.0K | $7.5M | 0.0% | -2.1% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 363.2K | $7.4M | 0.0% | +14.3% |
| HighTower Advisors, LLC | Diversified mechanical | 358.0K | $7.3M | 0.0% | +4.8% |
| FORONJY FINANCIAL LLC | Wealth advisor | 316.5K | $6.5M | 2.7% | +2.6% |
| SPRENG CAPITAL MANAGEMENT, INC. | Wealth advisor | 305.4K | $6.2M | 2.9% | +12.5% |
| ROYAL BANK OF CANADA | Bank broker | 293.3K | $6.0M | 0.0% | -14.6% |
| FAGAN ASSOCIATES, INC. | Other | 272.2K | $5.6M | 0.8% | +0.4% |
| Stockman Wealth Management, Inc. | Other | 252.2K | $5.1M | 0.6% | +15.8% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 232.8K | $4.7M | 0.0% | +6.1% |
| Yoder Wealth Management, Inc. | Wealth advisor | 223.6K | $4.6M | 2.1% | +3.3% |
| UBS Group AG | Bank broker | 210.7K | $4.3M | 0.0% | +5.5% |
| Asset Dedication, LLC | Wealth advisor | 210.5K | $4.3M | 0.3% | +46.8% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | Other | 210.0K | $4.3M | 0.3% | +12.0% |
| Parallel Advisors, LLC | Wealth advisor | 200.7K | $4.1M | 0.1% | +17.8% |
| Whalen Wealth Management Inc. | Quant stat arb | 200.6K | $4.1M | 2.2% | +1.8% |
| Signature Wealth Management Group | Other | 181.5K | $3.7M | 1.4% | New |
| OneDigital Investment Advisors LLC | Wealth advisor | 181.5K | $3.7M | 0.0% | New |
| CENTRAL TRUST Co | Diversified mechanical | 173.5K | $3.5M | 0.1% | +5.0% |
| Accretive Wealth Partners, LLC | Wealth advisor | 165.6K | $3.4M | 1.0% | -1.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 161.6K | $3.3M | 0.0% | +33.8% |
| Janney Montgomery Scott LLC | Diversified mechanical | 149.9K | $3.1M | 0.0% | +67.8% |
| BOSTON FAMILY OFFICE LLC | Other | 123.3K | $2.5M | 0.2% | +17.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 121.3K | $2.5M | 0.0% | +104.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 110.4K | $2.3M | 0.0% | -18.5% |
| D.A. DAVIDSON & CO. | Wealth advisor | 106.5K | $2.2M | 0.0% | +249.7% |
| MOULTON WEALTH MANAGEMENT, INC | Wealth advisor | 106.7K | $2.2M | 1.5% | New |
| LPL Financial LLC | Bank broker | 96.5K | $2.0M | 0.0% | +45.8% |
| HOWLAND CAPITAL MANAGEMENT LLC | Other | 86.3K | $1.8M | 0.1% | +3.5% |
| Cetera Investment Advisers | Wealth advisor | 79.8K | $1.6M | 0.0% | +73.7% |
| Creative Planning | Wealth advisor | 78.5K | $1.6M | 0.0% | +3.0% |
| Tower Research Capital LLC (TRC) | Market maker | 75.9K | $1.5M | 0.0% | -44.6% |
| Private Advisor Group, LLC | Wealth advisor | 72.2K | $1.5M | 0.0% | -0.4% |
| Smartleaf Asset Management LLC | Wealth advisor | 72.2K | $1.5M | 0.1% | -0.1% |
| EIGHT 31 FINANCIAL, LLC | Wealth advisor | 65.2K | $1.3M | 0.8% | +1.5% |
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.