ISHARES IBNDS DEC 2032 TT IBTM
$22.63
+0.1% 52w: $21.84 – $23.15
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data21.8422.5023.15
Jun 20, 2025 Jul 2, 2026
Institutional holders
115
+17 QoQ
13F value
$347.0M
+19.7% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns IBTM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Krilogy Financial LLC | Wealth advisor | 2.4M | $56.1M | 1.8% | -8.5% |
| UBS Group AG | Bank broker | 995.7K | $22.8M | 0.0% | +4.2% |
| Parcion Private Wealth LLC | Wealth advisor | 893.9K | $20.5M | 1.3% | New |
| MORGAN STANLEY | Bank broker | 849.0K | $19.5M | 0.0% | +2.7% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Other | 804.1K | $18.4M | 0.3% | +102.5% |
| Janney Montgomery Scott LLC | Diversified mechanical | 551.4K | $12.6M | 0.0% | +13.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 527.2K | $12.1M | 0.0% | +7.2% |
| D.A. DAVIDSON & CO. | Wealth advisor | 421.8K | $9.7M | 0.1% | +2.9% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 373.7K | $8.6M | 0.0% | +4.2% |
| Snowden Capital Advisors LLC | Diversified mechanical | 369.2K | $8.5M | 0.2% | +1.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 352.8K | $8.1M | 0.0% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 351.1K | $8.1M | 0.0% | +7.3% |
| Legacy Private Trust Co. | Wealth advisor | 340.1K | $7.8M | 0.5% | +12.6% |
| Probity Advisors, Inc. | Wealth advisor | 318.9K | $7.3M | 1.2% | +110.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 304.4K | $7.0M | 0.0% | +22.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 282.8K | $6.5M | 0.0% | -25.3% |
| HighTower Advisors, LLC | Diversified mechanical | 279.9K | $6.4M | 0.0% | +4.4% |
| Atlantic Private Wealth, LLC | Wealth advisor | 234.6K | $5.4M | 3.5% | +6.2% |
| Stockman Wealth Management, Inc. | Other | 200.6K | $4.6M | 0.5% | +35.2% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 199.1K | $4.6M | 0.0% | +6.9% |
| CITADEL ADVISORS LLC | Multistrat pod | 192.9K | $4.4M | 0.0% | +95.6% |
| Asset Dedication, LLC | Wealth advisor | 189.0K | $4.3M | 0.3% | +74.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 188.0K | $4.3M | 0.0% | -0.7% |
| LPL Financial LLC | Bank broker | 182.8K | $4.2M | 0.0% | +8.2% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 167.7K | $3.8M | 0.0% | +2.6% |
| Parallel Advisors, LLC | Wealth advisor | 162.9K | $3.7M | 0.1% | +146.6% |
| NewEdge Advisors, LLC | Diversified mechanical | 160.1K | $3.7M | 0.0% | -7.0% |
| JAMES INVESTMENT RESEARCH, INC. | Other | 155.8K | $3.6M | 0.4% | -3.1% |
| Yoder Wealth Management, Inc. | Wealth advisor | 155.3K | $3.6M | 1.6% | +54.7% |
| Accretive Wealth Partners, LLC | Wealth advisor | 147.8K | $3.4M | 1.0% | -0.5% |
| ROYAL BANK OF CANADA | Bank broker | 145.3K | $3.3M | 0.0% | +1.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 128.2K | $2.9M | 0.0% | +23.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 125.9K | $2.9M | 0.0% | New |
| THOROUGHBRED FINANCIAL SERVICES, LLC | Other | 108.6K | $2.5M | 0.1% | +10.3% |
| CENTRAL TRUST Co | Diversified mechanical | 106.5K | $2.4M | 0.0% | +110.2% |
| Sanctuary Advisors, LLC | Wealth advisor | 96.8K | $2.2M | 0.0% | +4.1% |
| TITLEIST ASSET MANAGEMENT, LLC | Wealth advisor | 91.7K | $2.1M | 0.2% | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 83.5K | $1.9M | 0.0% | Held |
| Tower Research Capital LLC (TRC) | Market maker | 83.1K | $1.9M | 0.0% | +36.2% |
| Cetera Investment Advisers | Wealth advisor | 78.5K | $1.8M | 0.0% | -60.3% |
| BOSTON FAMILY OFFICE LLC | Other | 74.7K | $1.7M | 0.1% | +3.4% |
| CWM, LLC | Wealth advisor | 53.0K | $1.2M | 0.0% | +1.5% |
| JANE STREET GROUP, LLC | Market maker | 52.4K | $1.2M | 0.0% | New |
| FIRST NATIONAL BANK OF OMAHA | Other | 50.4K | $1.2M | 0.0% | -25.2% |
| Private Advisor Group, LLC | Wealth advisor | 49.4K | $1.1M | 0.0% | +3.3% |
| Cushing Capital Partners, LLC | Wealth advisor | 47.1K | $1.1M | 0.8% | +3.6% |
| VERUS CAPITAL PARTNERS, LLC | Other | 46.7K | $1.1M | 0.1% | +46.4% |
| IFP Advisors, Inc | Wealth advisor | 46.1K | $1.1M | 0.0% | +8.0% |
| Visionary Wealth Advisors | Wealth advisor | 45.7K | $1.0M | 0.0% | +1.9% |
| Reliant Wealth Planning | Wealth advisor | 40.8K | $934K | 0.3% | Held |
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.