DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger

IBTL

iShares iBonds Treasury 2031

128 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 46436E460·128 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 5.9%

vs prior quarter

13F value held

$292M

50.0% inst. owned

of float

Holders

128

+50 QoQ

filers reporting

Activity

+8 / −65

+891 added · −785 reduced

this quarter

Concentration

20.69%

WELLS FARGO & COMPANY/MN #1

top holder share

AI Holders Summary · Q1 2026

128 institutions reported IBTL in Q1 2026. WELLS FARGO & COMPANY/MN leads at 20.7% of the visible book. +50 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

WELLS FARGO & COMPANY/MN

$60M3.0M0.01%Q1 2026 02

TRUE Private Wealth Advisors

$38M1.9M3.62%Q1 2026 03

TITLEIST ASSET MANAGEMENT, LLC

$19M955K1.47%Q1 2026 04

ENVESTNET ASSET MANAGEMENT INC

$17M858K0.00%Q1 2026 05

BANK OF AMERICA CORP /DE/

$16M789K0.00%Q1 2026 06

$15M717K0.00%Q1 2026 07

Krilogy Financial LLC

$14M705K0.46%Q1 2026 08

AMERIPRISE FINANCIAL INC

$13M652K0.00%Q1 2026 09

NewEdge Advisors, LLC

$13M639K0.05%Q1 2026 10

Probity Advisors, Inc.

$10M503K1.63%Q1 2026 11

SHELTON WEALTH MANAGEMENT, LLC

$10M496K4.43%Q1 2026 12

Legacy Private Trust Co.

$9M428K0.54%Q1 2026 13

Snowden Capital Advisors LLC

$8M400K0.22%Q1 2026 14

Headland Capital, LLC

$8M375K2.15%Q1 2026 15

RAYMOND JAMES FINANCIAL INC

$7M367K0.00%Q1 2026 16

UNITED CAPITAL FINANCIAL ADVISORS, LLC

$7M363K0.05%Q1 2026 17

HighTower Advisors, LLC

$7M358K0.01%Q1 2026 18

SPRENG CAPITAL MANAGEMENT, INC.

$6M305K2.94%Q1 2026 19

ROYAL BANK OF CANADA

$6M293K0.00%Q1 2026 20

FAGAN ASSOCIATES, INC.

$6M272K0.77%Q1 2026

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