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Ishares Ibonds DEC 2031 Term (IBTL)

CUSIP: 46436E460 | NYSE | 209 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GBlackRock, Inc.2,409,6466.4%New 5%+ stakeSep 30, 20261,307,693 sh (Jun 30, 2026)
13GBlackRock, Inc.2,409,646
6.4% of class · Sep 30, 2026New 5%+ stake
1,307,693 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

True Private Wealth Advisors1,728,921
2.9% of portfolio›$33.7M
Confluence Investment Management LLC841,069
0.3% of portfolio›$16.4M
Krilogy Financial LLC814,934
0.4% of portfolio›$15.9M
Probity Advisors, Inc.600,504
1.7% of portfolio›$11.7M
Shelton Wealth Management, LLC573,490
4.4% of portfolio›$11.2M
Titleist Asset Management, LLC567,063
0.7% of portfolio›$11.0M
Parallel Advisors, LLC549,996
0.1% of portfolio›$10.7M
Heartwood Wealth Advisors LLC496,439
0.8% of portfolio›$9.7M
Park Avenue Securities LLC477,968
0.0% of portfolio›$9.3K
Legacy Private Trust Co.467,052
0.5% of portfolio›$9.1M
Foronjy Financial LLC346,653
2.4% of portfolio›$6.7M
Fagan Associates, Inc.314,191
0.7% of portfolio›$6.1M
Stockman Wealth Management, Inc.280,375
0.6% of portfolio›$5.5M
Asset Dedication, LLC265,538
0.3% of portfolio›$5.2M
Yoder Wealth Management, Inc.229,314
1.7% of portfolio›$4.5M
Whalen Wealth Management Inc.214,831
1.8% of portfolio›$4.2M
Choreo, LLC209,692
0.0% of portfolio›$4.1M
Central Trust Co203,104
0.1% of portfolio›$4.0M
Community Financial Services Group, LLC189,487
0.6% of portfolio›$3.7M
D.A. Davidson & Co.147,818
0.0% of portfolio›$2.9M
Cliftonlarsonallen Wealth Advisors, LLC132,987
0.0% of portfolio›$2.6M
Howland Capital Management LLC105,140
0.1% of portfolio›$2.0M
Signaturefd, LLC64,891
0.0% of portfolio›$1.3M
Creative Planning54,620
0.0% of portfolio›$1.1M
Moulton Wealth Management, Inc46,875
0.6% of portfolio›$912.0K
Associated Banc-Corp44,095
0.0% of portfolio›$858.5K
Montecito Bank & Trust40,261
0.1% of portfolio›$783.9K
JIM Saulnier & Associates, LLC37,847
0.3% of portfolio›$736.9K
Cambridge Investment Research Advisors, Inc.37,632
0.0% of portfolio›$733
Kestra Advisory Services, LLC34,877
0.0% of portfolio›$679.1K
Leo Wealth, LLC30,995
0.1% of portfolio›$603.5K
Old Port Advisors30,943
0.1% of portfolio›$602.5K
Commonwealth Equity Services, LLC28,413
0.0% of portfolio›$553.2K
Citigroup Inc27,097
0.0% of portfolio›$527.6K
IFP Advisors, Inc27,076
0.0% of portfolio›$527.2K
Compass Ion Advisors, LLC26,181
0.0% of portfolio›$509.7K
Visionary Wealth Advisors24,071
0.0% of portfolio›$468.7K
XY Planning Network, Inc.23,612
0.0% of portfolio›$459.7K
Great Diamond Partners, LLC22,765
0.1% of portfolio›$443.2K
DecisionMap Wealth Management, LLC21,795
0.2% of portfolio›$424.3K
Prosperity Planning, Inc.20,739
0.1% of portfolio›$403.8K
Jacobi Capital Management LLC19,933
0.0% of portfolio›$388.1K
Kestra Investment Management, LLC17,917
0.0% of portfolio›$348.8K
MKT Advisors LLC17,631
0.1% of portfolio›$343.6K
Midland Wealth Advisors, LLC16,466
0.0% of portfolio›$320.6K
Single Point Partners, LLC16,393
0.1% of portfolio›$319.2K
Lido Advisors, LLC15,299
0.0% of portfolio›$297.9K
Smithbridge Asset Management Inc14,700
0.0% of portfolio›$286.2K
Guidance Point Advisors, LLC13,856
0.1% of portfolio›$269.8K
Physician Wealth Advisors, Inc.13,191
0.0% of portfolio›$256.8K
Mlp3, LLC12,892
0.2% of portfolio›$251.0K
Aspen Private Advisors, LLC12,750
0.2% of portfolio›$248.2K
Capital Investment Advisors, LLC12,466
0.0% of portfolio›$242.7K
Koshinski Asset Management, Inc.11,183
0.0% of portfolio›$217.7K
Trust Co8,395
0.0% of portfolio›$163.5K
Key FInancial Inc5,365
0.0% of portfolio›$104.5K
Cherry Tree Wealth Management, LLC5,171
0.0% of portfolio›$100.7K
Phillips Financial Management, LLC4,895
0.0% of portfolio›$95.3K
Fifth Third Bancorp4,288
0.0% of portfolio›$83.5K
Concord Wealth Partners3,754
0.0% of portfolio›$73.1K
US Bancorp \de\2,440
0.0% of portfolio›$47.5K
Private Trust Co NA1,280
0.0% of portfolio›$24.9K
Clayton Financial Group LLC1,251
0.0% of portfolio›$24.4K
Hyposwiss Advisors SA1,160
0.0% of portfolio›$22.6K
Laurel Wealth Advisors LLC1,000
0.0% of portfolio›$19.5K
Pflug Koory, LLC884
0.0% of portfolio›$17.2K
First Premier Bank837
0.0% of portfolio›$16
Farther Finance Advisors, LLC617
0.0% of portfolio›$12.0K
High Note Wealth, LLC534
0.0% of portfolio›$10.4K
NBH Bank280
0.0% of portfolio›$5.5K
Gilpin Wealth Management, LLC142
0.0% of portfolio›$2.8K
First Bancorp, Inc114
0.0% of portfolio›$2.2K
StyleTurnoverLocationFiled
True Private Wealth Advisors
1,728,921$33.7M2.9%ETFMediumSalem, OR2026-10-19
Confluence Investment Management LLC
841,069$16.4M0.3%ValueMediumSt. Louis, MO2026-10-01
Krilogy Financial LLC
814,934$15.9M0.4%GrowthLowSt. Louis, MO2026-10-13
Probity Advisors, Inc.
600,504$11.7M1.7%ETFLowDallas, TX2026-10-23
Shelton Wealth Management, LLC
573,490$11.2M4.4%GrowthMediumFort Worth, TX2026-10-16
Titleist Asset Management, LLC
567,063$11.0M0.7%ETFLowSan Antonio, TX2026-10-08
Parallel Advisors, LLC
549,996$10.7M0.1%IndexLowSan Francisco, CA2026-11-03
Heartwood Wealth Advisors LLC
496,439$9.7M0.8%ETFLowRichmond, VA2026-10-05
Park Avenue Securities LLC
477,968$9.3K0.0%ETFMediumNew York, NY2026-10-26
Legacy Private Trust Co.
467,052$9.1M0.5%ETFLowNeenah, WI2026-10-06
Foronjy Financial LLC
346,653$6.7M2.4%ETFLowLos Osos, CA2026-10-14
Fagan Associates, Inc.
314,191$6.1M0.7%GrowthLowTroy, NY2026-10-13
Stockman Wealth Management, Inc.
280,375$5.5M0.6%CoreLowBillings, MT2026-10-27
Asset Dedication, LLC
265,538$5.2M0.3%ETFLowSan Francisco, CA2026-11-03
Yoder Wealth Management, Inc.
229,314$4.5M1.7%ETFLowWalnut Creek, CA2026-10-13
Whalen Wealth Management Inc.
214,831$4.2M1.8%GrowthHighLas Vegas, NV2026-10-08
Choreo, LLC
209,692$4.1M0.0%IndexLowRockford, IL2026-10-28
Central Trust Co
203,104$4.0M0.1%CoreLowJefferson City, MO2026-11-05
Community Financial Services Group, LLC
189,487$3.7M0.6%GrowthLowNewport, VT2026-10-15
D.A. Davidson & Co.
147,818$2.9M0.0%CoreLowGreat Falls, MT2026-10-28
Cliftonlarsonallen Wealth Advisors, LLC
132,987$2.6M0.0%ETFLowMinneapolis, MN2026-10-14
Howland Capital Management LLC
105,140$2.0M0.1%CoreLowBoston, MA2026-10-22
Signaturefd, LLC
64,891$1.3M0.0%IndexLowAtlanta, GA2026-10-23
Creative Planning
54,620$1.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Moulton Wealth Management, Inc
46,875$912.0K0.6%ETFVery HighSpokane, WA2026-10-13
Associated Banc-Corp
44,095$858.5K0.0%CoreLowGreen Bay, WI2026-10-30
Montecito Bank & Trust
40,261$783.9K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
JIM Saulnier & Associates, LLC
37,847$736.9K0.3%ETFLowFort Collins, CO2026-11-04
Cambridge Investment Research Advisors, Inc.
37,632$7330.0%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
34,877$679.1K0.0%CoreLowAustin, TX2026-11-02
Leo Wealth, LLC
30,995$603.5K0.1%CoreLowHurst, TX2026-10-26
Old Port Advisors
30,943$602.5K0.1%GARPLowPortland, ME2026-10-23
Commonwealth Equity Services, LLC
28,413$553.2K0.0%ETFLowWaltham, MA2026-11-02
Citigroup Inc
27,097$527.6K0.0%CoreMediumNew York, NY2026-11-04
IFP Advisors, Inc
27,076$527.2K0.0%GrowthLowTampa, FL2026-10-16
Compass Ion Advisors, LLC
26,181$509.7K0.0%ETFVery LowConshohocken, PA2026-10-23
Visionary Wealth Advisors
24,071$468.7K0.0%ETFLowO'Fallon, IL2026-11-04
XY Planning Network, Inc.
23,612$459.7K0.0%ETFLowBozeman, MT2026-10-14
Great Diamond Partners, LLC
22,765$443.2K0.1%CoreMediumPortland, ME2026-10-13
DecisionMap Wealth Management, LLC
21,795$424.3K0.2%ETFLowGreat Falls, VA2026-10-29
Prosperity Planning, Inc.
20,739$403.8K0.1%ETFVery LowNorth Kansas City, MO2026-10-09
Jacobi Capital Management LLC
19,933$388.1K0.0%CoreLowPittston, PA2026-11-05
Kestra Investment Management, LLC
17,917$348.8K0.0%ETFMediumAustin, TX2026-11-04
MKT Advisors LLC
17,631$343.6K0.1%ETFLowCarlsbad, CA2026-10-20
Midland Wealth Advisors, LLC
16,466$320.6K0.0%ETFLowEffingham, IL2026-10-26
Single Point Partners, LLC
16,393$319.2K0.1%ETFVery LowBoston, MA2026-10-19
Lido Advisors, LLC
15,299$297.9K0.0%GrowthLowLos Angeles, CA2026-11-04
Smithbridge Asset Management Inc
14,700$286.2K0.0%GrowthLowChadds Ford, PA2026-10-19
Guidance Point Advisors, LLC
13,856$269.8K0.1%ETFVery LowWellesley, MA2026-10-15
Physician Wealth Advisors, Inc.
13,191$256.8K0.0%ETFMediumMidvale, UT2026-10-20
Mlp3, LLC
12,892$251.0K0.2%CoreVery LowLinwood, NJ2026-10-22
Aspen Private Advisors, LLC
12,750$248.2K0.2%ETFN/ASioux Falls, SD2026-10-27
Capital Investment Advisors, LLC
12,466$242.7K0.0%CoreLowAtlanta, GA2026-10-22
Koshinski Asset Management, Inc.
11,183$217.7K0.0%ETFLowDecatur, IL2026-10-29
Trust Co
8,395$163.5K0.0%ETFVery LowManhattan, KS2026-10-09
Key FInancial Inc
5,365$104.5K0.0%ETFLowWest Chester, PA2026-11-02
Cherry Tree Wealth Management, LLC
5,171$100.7K0.0%ETFVery LowMinnetonka, MN2026-10-15
Phillips Financial Management, LLC
4,895$95.3K0.0%ETFVery LowFort Wayne, IN2026-10-19
Fifth Third Bancorp
4,288$83.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Concord Wealth Partners
3,754$73.1K0.0%GrowthLowAbingdon, VA2026-11-02
US Bancorp \de\
2,440$47.5K0.0%IndexLowMinneapolis, MN2026-11-05
Private Trust Co NA
1,280$24.9K0.0%CoreLowCleveland, OH2026-10-20
Clayton Financial Group LLC
1,251$24.4K0.0%ETFLowSt. Louis, MO2026-10-13
Hyposwiss Advisors SA
1,160$22.6K0.0%ETFLowGeneva, Switzerland2026-10-26
Laurel Wealth Advisors LLC
1,000$19.5K0.0%CoreVery LowCharlotte, NC2026-10-27
Pflug Koory, LLC
884$17.2K0.0%CoreVery LowOmaha, NE2026-10-26
First Premier Bank
837$160.0%CoreVery LowSioux Falls, SD2026-10-13
Farther Finance Advisors, LLC
617$12.0K0.0%IndexLowSan Francisco, CA2026-10-08
High Note Wealth, LLC
534$10.4K0.0%ETFVery LowDeephaven, MN2026-10-27
NBH Bank
280$5.5K0.0%CoreN/AGreenwood Village, CO2026-11-05
Gilpin Wealth Management, LLC
142$2.8K0.0%GrowthLowDenver, CO2026-10-09
First Bancorp, Inc
114$2.2K0.0%ValueVery LowDamariscotta, ME2026-10-26