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

iShares iBonds Treasury 2031

141 institutions still hold iShares iBonds Treasury 2031 as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436E460·141 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$312M
visible holders
Holders
141
filers reporting
Concentration
19.36%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q1 2026

141 institutions reported IBTL in Q1 2026. WELLS FARGO & COMPANY/MN leads at 19.4% 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
$60M3.0M0.01%Q1 202602
TRUE Private Wealth Advisors
CIK 0001667074
$34M1.7M2.94%Q2 202603
CONFLUENCE INVESTMENT MANAGEMENT LLC
CIK 0001442056
$22M1.1M0.35%Q2 202604
TITLEIST ASSET MANAGEMENT, LLC
CIK 0001977759
$20M990K1.35%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$17M858K0.00%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$16M789K0.00%Q1 202607
MORGAN STANLEY
CIK 0000895421
$15M717K0.00%Q1 202608
Krilogy Financial LLC
CIK 0001659047
$14M705K0.46%Q1 202609
AMERIPRISE FINANCIAL INC
CIK 0000820027
$13M652K0.00%Q1 202610
NewEdge Advisors, LLC
CIK 0001633516
$13M639K0.05%Q1 202611
PARK AVENUE SECURITIES LLC
CIK 0001071640
$11M541K0.09%Q1 202612
SHELTON WEALTH MANAGEMENT, LLC
CIK 0001903883
$11M537K4.25%Q2 202613
Probity Advisors, Inc.
CIK 0001676603
$10M503K1.63%Q1 202614
Legacy Private Trust Co.
CIK 0001352547
$9M456K0.51%Q2 202615
Snowden Capital Advisors LLC
CIK 0001903055
$8M400K0.22%Q1 202616
Headland Capital, LLC
CIK 0002056637
$8M375K2.15%Q1 202617
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M367K0.00%Q1 202618
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$7M363K0.05%Q1 202619
HighTower Advisors, LLC
CIK 0001462245
$7M358K0.01%Q1 202620
FORONJY FINANCIAL LLC
CIK 0002040600
$7M338K2.50%Q2 2026
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