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

iShares iBonds Treasury 2031

146 institutions still hold iShares iBonds Treasury 2031 as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436E460·146 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$320M
visible holders
Holders
146
filers reporting
Concentration
16.04%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q2 2026

146 institutions reported IBTL in Q2 2026. WELLS FARGO & COMPANY/MN leads at 16.0% 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
$51M2.5M0.01%Q2 202602
TRUE Private Wealth Advisors
CIK 0001667074
$34M1.7M2.86%Q3 202603
BlackRock, Inc.
CIK 0002012383
$26M1.3M0.00%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$18M914K0.00%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$18M893K0.00%Q2 202606
CONFLUENCE INVESTMENT MANAGEMENT LLC
CIK 0001442056
$16M841K0.27%Q3 202607
Krilogy Financial LLC
CIK 0001659047
$16M815K0.43%Q3 202608
MORGAN STANLEY
CIK 0000895421
$15M731K0.00%Q2 202609
NewEdge Advisors, LLC
CIK 0001633516
$14M677K0.04%Q2 202610
AMERIPRISE FINANCIAL INC
CIK 0000820027
$13M656K0.00%Q2 202611
Probity Advisors, Inc.
CIK 0001676603
$11M559K1.61%Q2 202612
SHELTON WEALTH MANAGEMENT, LLC
CIK 0001903883
$11M573K4.39%Q3 202613
PARK AVENUE SECURITIES LLC
CIK 0001071640
$11M541K0.09%Q1 202614
TITLEIST ASSET MANAGEMENT, LLC
CIK 0001977759
$11M567K0.71%Q3 202615
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$10M485K0.01%Q2 202616
Heartwood Wealth Advisors LLC
CIK 0001794935
$10M496K0.76%Q3 202617
Legacy Private Trust Co.
CIK 0001352547
$9M467K0.50%Q3 202618
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$9M445K0.00%Q2 202619
Snowden Capital Advisors LLC
CIK 0001903055
$8M407K0.19%Q2 202620
Headland Capital, LLC
CIK 0002056637
$8M405K2.02%Q2 2026
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