13F Insight
DOSSIER · 13F Holders · Q2 2026
IBTK

iShares iBonds Treasury 2030

189 institutions still hold iShares iBonds Treasury 2030 as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436E593·189 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$463M
visible holders
Holders
189
filers reporting
Concentration
13.29%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q2 2026

189 institutions reported IBTK in Q2 2026. WELLS FARGO & COMPANY/MN leads at 13.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
WELLS FARGO & COMPANY/MN
CIK 0000072971
$62M3.1M0.01%Q2 202602
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$56M2.9M0.07%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$40M2.0M0.00%Q2 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$27M1.4M0.01%Q2 202605
TITLEIST ASSET MANAGEMENT, LLC
CIK 0001977759
$27M1.4M1.81%Q2 202606
BlackRock, Inc.
CIK 0002012383
$26M1.4M0.00%Q2 202607
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$26M1.3M0.14%Q2 202608
HM PAYSON & CO
CIK 0000928052
$24M1.2M0.31%Q2 202609
MML INVESTORS SERVICES, LLC
CIK 0000701059
$21M1.1M0.04%Q2 202610
D.A. DAVIDSON & CO.
CIK 0001080107
$20M1.0M0.11%Q2 202611
Journey Advisory Group, LLC
CIK 0001840085
$18M903K1.35%Q2 202612
CWM, LLC
CIK 0001535847
$16M836K0.04%Q1 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$14M709K0.00%Q2 202614
MKT Advisors LLC
CIK 0001906802
$14M712K4.30%Q2 202615
Wealth Management Strategies, Inc.
CIK 0002057285
$13M687K5.24%Q2 202616
Denver PWM, LLC
CIK 0001657980
$13M685K4.35%Q2 202617
UBS Group AG
CIK 0001610520
$13M665K0.00%Q2 202618
Probity Advisors, Inc.
CIK 0001676603
$12M601K1.68%Q2 202619
Legacy Private Trust Co.
CIK 0001352547
$11M577K0.62%Q2 202620
SHELTON WEALTH MANAGEMENT, LLC
CIK 0001903883
$11M554K4.25%Q2 2026
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