ISHARES IBONDS DEC 2034 ETF IBTP
$25.27
+0.1% 52w: $24.29 – $25.97
Latest 13F among current holders filed 37 days ago (May 29, 2026)
Price — last 12 months
research preview data24.2925.1325.97
Jun 20, 2025 Jul 2, 2026
Institutional holders
55
+2 QoQ
13F value
$189.3M
+14.9% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns IBTP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Atlantic Union Bankshares Corp | Other | 1.4M | $36.7M | 0.7% | +12.4% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Other | 919.2K | $23.6M | 0.4% | +28.3% |
| SUMMITRY LLC ★2 | Fundamental diversified | 863.4K | $22.1M | 0.8% | +0.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 566.0K | $14.5M | 0.0% | +7.6% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 506.0K | $13.0M | 0.1% | +8.1% |
| ROYAL BANK OF CANADA | Bank broker | 422.5K | $10.8M | 0.0% | +22.0% |
| D.A. DAVIDSON & CO. | Wealth advisor | 384.7K | $9.9M | 0.1% | +2.8% |
| Atlantic Private Wealth, LLC | Wealth advisor | 231.2K | $5.9M | 3.9% | -1.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 193.5K | $5.0M | 0.0% | +11.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 177.6K | $4.6M | 0.0% | New |
| MORGAN STANLEY | Bank broker | 153.0K | $3.9M | 0.0% | -2.7% |
| Probity Advisors, Inc. | Wealth advisor | 146.6K | $3.8M | 0.6% | +32.7% |
| UBS Group AG | Bank broker | 132.8K | $3.4M | 0.0% | +977.1% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 130.2K | $3.3M | 0.0% | +7.7% |
| Accretive Wealth Partners, LLC | Wealth advisor | 128.2K | $3.3M | 0.9% | -0.3% |
| HighTower Advisors, LLC | Diversified mechanical | 103.6K | $2.7M | 0.0% | +0.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 99.4K | $2.5M | 0.0% | New |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 95.2K | $2.4M | 0.0% | +24.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 75.0K | $1.9M | 0.0% | +152.6% |
| Cetera Investment Advisers | Wealth advisor | 58.3K | $1.5M | 0.0% | +3.5% |
| Reliant Wealth Planning | Wealth advisor | 52.4K | $1.3M | 0.4% | Held |
| BANK OF AMERICA CORP /DE/ | Bank broker | 41.6K | $1.1M | 0.0% | +7.3% |
| Petros Family Wealth, LLC | Other | 41.1K | $1.1M | 0.8% | +105.3% |
| CITADEL ADVISORS LLC | Multistrat pod | 40.7K | $1.0M | 0.0% | +41.1% |
| CWM, LLC | Wealth advisor | 38.8K | $995K | 0.0% | 0.0% |
| U.S. Capital Wealth Advisors, LLC | Other | 36.9K | $945K | 0.0% | 0.0% |
| LPL Financial LLC | Bank broker | 34.5K | $883K | 0.0% | -4.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 31.8K | $816K | 0.0% | -5.1% |
| L2 Asset Management, LLC | Other | 25.0K | $640K | 0.1% | +0.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 22.1K | $566K | 0.0% | +159.6% |
| JANE STREET GROUP, LLC | Market maker | 22.0K | $564K | 0.0% | +31.5% |
| Equitable Holdings, Inc. | Wealth advisor | 20.8K | $536K | 0.0% | -0.3% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | Other | 20.0K | $513K | 0.0% | +119.3% |
| Krilogy Financial LLC | Wealth advisor | 17.6K | $451K | 0.0% | -27.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 15.7K | $401K | 0.0% | -7.8% |
| Keeler Thomas Management LLC | Other | 15.5K | $397K | 0.2% | -75.7% |
| Apella Capital, LLC | Wealth advisor | 14.4K | $371K | 0.0% | Held |
| Jacobi Capital Management LLC | Wealth advisor | 11.4K | $292K | 0.0% | +2.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 10.3K | $265K | 0.0% | +4.6% |
| DEARBORN PARTNERS LLC | Other | 9.1K | $238K | 0.0% | +16.9% |
| Waverly Advisors, LLC | Wealth advisor | 8.6K | $219K | 0.0% | Held |
| Guidance Point Advisors, LLC | Wealth advisor | 8.3K | $212K | 0.1% | +6.3% |
| SIGNATUREFD, LLC | Wealth advisor | 7.8K | $201K | 0.0% | Held |
| IFP Advisors, Inc | Wealth advisor | 5.0K | $128K | 0.0% | +4.5% |
| CNB Bank | Other | 4.8K | $123K | 0.1% | -0.5% |
| Physician Wealth Advisors, Inc. | Wealth advisor | 4.0K | $103K | 0.0% | Held |
| FIFTH THIRD BANCORP | Diversified mechanical | 2.7K | $70K | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.8K | $47K | 0.0% | Held |
| Advisory Services Network, LLC | Diversified mechanical | 1.5K | $38K | 0.0% | New |
| CENTRAL TRUST Co | Diversified mechanical | 1.4K | $36K | 0.0% | -15.7% |
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.