13F Insight
DOSSIER · 13F Holders · Q1 2026
IBTK

iShares iBonds Treasury 2030

188 institutions still hold iShares iBonds Treasury 2030 as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436E593·188 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$451M
visible holders
Holders
188
filers reporting
Concentration
16.33%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q1 2026

188 institutions reported IBTK in Q1 2026. WELLS FARGO & COMPANY/MN leads at 16.3% 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
$74M3.7M0.01%Q1 202602
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$52M2.7M0.08%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$36M1.8M0.00%Q1 202604
TITLEIST ASSET MANAGEMENT, LLC
CIK 0001977759
$27M1.4M1.81%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$25M1.3M0.01%Q1 202606
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$24M1.2M0.15%Q1 202607
HM PAYSON & CO
CIK 0000928052
$24M1.2M0.31%Q2 202608
D.A. DAVIDSON & CO.
CIK 0001080107
$20M1.0M0.11%Q2 202609
Journey Advisory Group, LLC
CIK 0001840085
$17M851K1.43%Q1 202610
CWM, LLC
CIK 0001535847
$16M836K0.04%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$16M812K0.00%Q1 202612
BlackRock, Inc.
CIK 0002012383
$15M764K0.00%Q1 202613
MML INVESTORS SERVICES, LLC
CIK 0000701059
$14M708K0.04%Q1 202614
MKT Advisors LLC
CIK 0001906802
$14M712K4.30%Q2 202615
UBS Group AG
CIK 0001610520
$14M693K0.00%Q1 202616
Denver PWM, LLC
CIK 0001657980
$14M695K4.69%Q1 202617
AMERIPRISE FINANCIAL INC
CIK 0000820027
$14M687K0.00%Q1 202618
Wealth Management Strategies, Inc.
CIK 0002057285
$13M666K5.94%Q1 202619
MORGAN STANLEY
CIK 0000895421
$12M598K0.00%Q1 202620
Legacy Private Trust Co.
CIK 0001352547
$11M577K0.62%Q2 2026
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