DOSSIER · 13F Holders · Q1 2026Defensive growthQuality

IBTK

iShares iBonds Dec 2030 Term T

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

CUSIP 46436e593·172 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 0.2%

vs prior quarter

13F value held

$436M

62.0% inst. owned

of float

Holders

172

-86 QoQ

filers reporting

Activity

+88 / −52

+977 added · −785 reduced

this quarter

Concentration

16.89%

WELLS FARGO & COMPANY/MN #1

top holder share

AI Holders Summary · Q1 2026

172 institutions reported IBTK in Q1 2026. WELLS FARGO & COMPANY/MN leads at 16.9% of the visible book. -86 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter

WELLS FARGO & COMPANY/MN

$74M3.7M0.01%Q1 2026 02

MERCER GLOBAL ADVISORS INC /ADV

$52M2.7M0.08%Q1 2026 03

BANK OF AMERICA CORP /DE/

$36M1.8M0.00%Q1 2026 04

ENVESTNET ASSET MANAGEMENT INC

$25M1.3M0.01%Q1 2026 05

UNITED CAPITAL FINANCIAL ADVISORS, LLC

$24M1.2M0.15%Q1 2026 06

TITLEIST ASSET MANAGEMENT, LLC

$24M1.2M1.83%Q1 2026 07

D.A. DAVIDSON & CO.

$18M923K0.11%Q1 2026 08

Journey Advisory Group, LLC

$17M851K1.43%Q1 2026 09

$16M836K0.04%Q1 2026 10

RAYMOND JAMES FINANCIAL INC

$16M812K0.00%Q1 2026 11

BlackRock, Inc.

$15M764K0.00%Q1 2026 12

MML INVESTORS SERVICES, LLC

$14M708K0.04%Q1 2026 13

$14M703K0.20%Q1 2026 14

$14M693K0.00%Q1 2026 15

Denver PWM, LLC

$14M695K4.69%Q1 2026 16

AMERIPRISE FINANCIAL INC

$14M687K0.00%Q1 2026 17

MKT Advisors LLC

$13M672K4.43%Q1 2026 18

Wealth Management Strategies, Inc.

$13M666K5.94%Q1 2026 19

$12M598K0.00%Q1 2026 20

Probity Advisors, Inc.

$11M549K1.71%Q1 2026

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