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Ishares Ibonds DEC 2030 Trea (IBTK)

CUSIP: 46436E593 | NYSE | 278 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Financial Advisory Corp1,783,915
4.3% of portfolio›$33.9M
Horizon Advisory Services, Inc.1,081,298
7.8% of portfolio›$20.5M
Titleist Asset Management, LLC1,043,754
1.3% of portfolio›$19.8M
D.A. Davidson & Co.1,042,284
0.1% of portfolio›$19.8M
Commonwealth Equity Services, LLC907,252
0.0% of portfolio›$17.2M
Journey Advisory Group, LLC832,510
1.2% of portfolio›$15.8M
MKT Advisors LLC701,895
4.3% of portfolio›$13.3M
Denver PWM, LLC684,588
4.3% of portfolio›$13.0M
Probity Advisors, Inc.648,157
1.8% of portfolio›$12.3M
Parallel Advisors, LLC592,784
0.2% of portfolio›$11.3M
Shelton Wealth Management, LLC591,232
4.4% of portfolio›$11.2M
Legacy Private Trust Co.571,288
0.6% of portfolio›$10.8M
Waycross Investment Management Co549,582
8.4% of portfolio›$10.4M
Krilogy Financial LLC523,794
0.3% of portfolio›$9.9M
Heartwood Wealth Advisors LLC504,949
0.8% of portfolio›$9.6M
Trust Co471,853
0.8% of portfolio›$9.0M
MBL Wealth, LLC439,761
0.5% of portfolio›$8.4M
Confluence Investment Management LLC310,328
0.1% of portfolio›$5.9M
Rebalance, LLC304,176
0.3% of portfolio›$5.8M
Stockman Wealth Management, Inc.289,883
0.6% of portfolio›$5.5M
Asset Dedication, LLC281,500
0.3% of portfolio›$5.3M
Bailard, Inc.255,957
0.1% of portfolio›$4.9M
Howland Capital Management LLC226,564
0.2% of portfolio›$4.3M
Chatham Capital Group, Inc.203,975
0.5% of portfolio›$3.9M
Cliftonlarsonallen Wealth Advisors, LLC203,205
0.1% of portfolio›$3.9M
Community Financial Services Group, LLC181,132
0.5% of portfolio›$3.4M
Choreo, LLC170,669
0.0% of portfolio›$3.2M
Atria Investments, Inc134,027
0.0% of portfolio›$2.5M
Asset Advisors Investment Management, LLC128,508
0.2% of portfolio›$2.4M
Park Avenue Securities LLC126,502
0.0% of portfolio›$2.4K
Atwood & Palmer Inc124,185
0.1% of portfolio›$2.4M
Hughes Financial Services, LLC123,539
0.3% of portfolio›$2.4M
Signaturefd, LLC117,955
0.0% of portfolio›$2.2M
IFP Advisors, Inc82,278
0.0% of portfolio›$1.6M
Mechanics Bank Trust Department80,000
0.2% of portfolio›$1.5M
Cambridge Investment Research Advisors, Inc.72,154
0.0% of portfolio›$1.4K
Apella Capital, LLC60,996
0.0% of portfolio›$1.2M
Associated Banc-Corp58,709
0.0% of portfolio›$1.1M
Yoder Wealth Management, Inc.58,657
0.4% of portfolio›$1.1M
Kestra Advisory Services, LLC58,538
0.0% of portfolio›$1.1M
Old Port Advisors57,287
0.2% of portfolio›$1.1M
Midwest Professional Planners, Ltd.53,079
0.2% of portfolio›$1.0M
JIM Saulnier & Associates, LLC47,845
0.4% of portfolio›$908.6K
Wealth Enhancement Advisory Services, LLC46,626
0.0% of portfolio›$886.1K
MV Capital Management, Inc.44,353
0.1% of portfolio›$842.3K
Montecito Bank & Trust44,049
0.1% of portfolio›$836.5K
Duncker Streett & Co Inc42,185
0.1% of portfolio›$801.1K
PFG Advisors42,046
0.0% of portfolio›$798.5K
BIP Wealth, LLC36,512
0.0% of portfolio›$693.4K
Foundry Financial Group, Inc.36,284
0.3% of portfolio›$689.0K
Leo Wealth, LLC35,584
0.1% of portfolio›$675.7K
Tableaux LLC33,078
0.3% of portfolio›$628.2K
Keeler Thomas Management LLC32,789
0.2% of portfolio›$622.7K
Lido Advisors, LLC28,449
0.0% of portfolio›$540.2K
Great Diamond Partners, LLC28,174
0.1% of portfolio›$535.0K
Compass Ion Advisors, LLC26,997
0.0% of portfolio›$512.7K
XY Planning Network, Inc.24,132
0.0% of portfolio›$458.3K
DecisionMap Wealth Management, LLC22,488
0.2% of portfolio›$427.0K
Mlp3, LLC21,620
0.4% of portfolio›$410.6K
Capital Investment Advisors, LLC20,629
0.0% of portfolio›$391.7K
Guidance Point Advisors, LLC20,563
0.1% of portfolio›$390.5K
Prosperity Planning, Inc.20,519
0.1% of portfolio›$389.7K
Truist Financial Corp19,865
0.0% of portfolio›$377.2K
Kestra Investment Management, LLC18,624
0.0% of portfolio›$353.7K
Trinity Wealth Management, LLC17,732
0.1% of portfolio›$336.7K
Midland Wealth Advisors, LLC17,381
0.0% of portfolio›$330.1K
Single Point Partners, LLC16,943
0.1% of portfolio›$321.7K
Visionary Wealth Advisors16,133
0.0% of portfolio›$306.4K
Spectrum Asset Management, Inc. (NB )15,984
0.1% of portfolio›$303.5K
KOM Wealth Management Group, LLC15,699
0.1% of portfolio›$298.1K
Prime Capital Investment Advisors, LLC15,630
0.0% of portfolio›$296.8K
Opus Capital Group, LLC15,330
0.0% of portfolio›$291
Smithbridge Asset Management Inc15,000
0.0% of portfolio›$284.9K
James Investment Research, Inc.14,350
0.0% of portfolio›$272.5K
Barrett & Company, Inc.14,181
0.1% of portfolio›$269.3K
KFG Wealth Management, LLC13,818
0.0% of portfolio›$262.4K
Schmidt P J Investment Management Inc13,471
0.0% of portfolio›$255.8K
Physician Wealth Advisors, Inc.13,007
0.0% of portfolio›$247.0K
Aspen Private Advisors, LLC13,000
0.2% of portfolio›$246.9K
Straight Path Wealth Management11,423
0.0% of portfolio›$216.9K
Hyposwiss Advisors SA11,215
0.2% of portfolio›$212.9K
Meridian Wealth Management, LLC10,580
0.0% of portfolio›$200.9K
United Community Bank8,005
0.0% of portfolio›$152.0K
Fifth Third Bancorp7,445
0.0% of portfolio›$141.4K
Rossmore Private Capital6,500
0.0% of portfolio›$123.4K
Key FInancial Inc5,540
0.0% of portfolio›$105.2K
Phillips Financial Management, LLC5,063
0.0% of portfolio›$96.1K
Cherry Tree Wealth Management, LLC4,963
0.0% of portfolio›$94.3K
Concord Wealth Partners4,024
0.0% of portfolio›$76.4K
US Bancorp \de\3,990
0.0% of portfolio›$75.8K
Laurel Wealth Advisors LLC3,575
0.0% of portfolio›$67.9K
Farther Finance Advisors, LLC2,616
0.0% of portfolio›$49.7K
High Note Wealth, LLC1,508
0.0% of portfolio›$28.6K
Robbins Farley1,046
0.0% of portfolio›$19.9K
Pflug Koory, LLC911
0.0% of portfolio›$17.3K
MB, Levis & Associates, LLC888
0.0% of portfolio›$16.9K
Clayton Financial Group LLC859
0.0% of portfolio›$16.3K
First Premier Bank849
0.0% of portfolio›$16
Pinnacle Bancorp, Inc.756
0.0% of portfolio›$14.4K
Gilpin Wealth Management, LLC430
0.0% of portfolio›$8.2K
Larson Financial Group LLC36
0.0% of portfolio›$684
StyleTurnoverLocationFiled
Financial Advisory Corp
1,783,915$33.9M4.3%ETFVery LowGrand Rapids, MI2026-10-14
Horizon Advisory Services, Inc.
1,081,298$20.5M7.8%ETFMediumWest Henrietta, NY2026-10-29
Titleist Asset Management, LLC
1,043,754$19.8M1.3%ETFLowSan Antonio, TX2026-10-08
D.A. Davidson & Co.
1,042,284$19.8M0.1%CoreLowGreat Falls, MT2026-10-28
Commonwealth Equity Services, LLC
907,252$17.2M0.0%ETFLowWaltham, MA2026-11-02
Journey Advisory Group, LLC
832,510$15.8M1.2%CoreMediumCovington, KY2026-11-04
MKT Advisors LLC
701,895$13.3M4.3%ETFLowCarlsbad, CA2026-10-20
Denver PWM, LLC
684,588$13.0M4.3%ETFLowDenver, CO2026-10-22
Probity Advisors, Inc.
648,157$12.3M1.8%ETFLowDallas, TX2026-10-23
Parallel Advisors, LLC
592,784$11.3M0.2%IndexLowSan Francisco, CA2026-11-03
Shelton Wealth Management, LLC
591,232$11.2M4.4%GrowthMediumFort Worth, TX2026-10-16
Legacy Private Trust Co.
571,288$10.8M0.6%ETFLowNeenah, WI2026-10-06
Waycross Investment Management Co
549,582$10.4M8.4%ETFLowBellingham, WA2026-10-14
Krilogy Financial LLC
523,794$9.9M0.3%GrowthLowSt. Louis, MO2026-10-13
Heartwood Wealth Advisors LLC
504,949$9.6M0.8%ETFLowRichmond, VA2026-10-05
Trust Co
471,853$9.0M0.8%ETFVery LowManhattan, KS2026-10-09
MBL Wealth, LLC
439,761$8.4M0.5%ETFLowCharlotte, NC2026-10-22
Confluence Investment Management LLC
310,328$5.9M0.1%ValueMediumSt. Louis, MO2026-10-01
Rebalance, LLC
304,176$5.8M0.3%ETFVery LowPalo Alto, CA2026-10-22
Stockman Wealth Management, Inc.
289,883$5.5M0.6%CoreLowBillings, MT2026-10-27
Asset Dedication, LLC
281,500$5.3M0.3%ETFLowSan Francisco, CA2026-11-03
Bailard, Inc.
255,957$4.9M0.1%GrowthMediumFoster City, CA2026-10-13
Howland Capital Management LLC
226,564$4.3M0.2%CoreLowBoston, MA2026-10-22
Chatham Capital Group, Inc.
203,975$3.9M0.5%CoreLowSavannah, GA2026-10-16
Cliftonlarsonallen Wealth Advisors, LLC
203,205$3.9M0.1%ETFLowMinneapolis, MN2026-10-14
Community Financial Services Group, LLC
181,132$3.4M0.5%GrowthLowNewport, VT2026-10-15
Choreo, LLC
170,669$3.2M0.0%IndexLowRockford, IL2026-10-28
Atria Investments, Inc
134,027$2.5M0.0%CoreMediumCharlotte, NC2026-10-15
Asset Advisors Investment Management, LLC
128,508$2.4M0.2%CoreLowAugusta, GA2026-10-19
Park Avenue Securities LLC
126,502$2.4K0.0%ETFMediumNew York, NY2026-10-26
Atwood & Palmer Inc
124,185$2.4M0.1%CoreVery LowKansas City, MO2026-10-08
Hughes Financial Services, LLC
123,539$2.4M0.3%ETFLowHerndon, VA2026-10-30
Signaturefd, LLC
117,955$2.2M0.0%IndexLowAtlanta, GA2026-10-23
IFP Advisors, Inc
82,278$1.6M0.0%GrowthLowTampa, FL2026-10-16
Mechanics Bank Trust Department
80,000$1.5M0.2%CoreLowWalnut Creek, CA2026-10-13
Cambridge Investment Research Advisors, Inc.
72,154$1.4K0.0%ETFLowFairfield, IA2026-11-02
Apella Capital, LLC
60,996$1.2M0.0%ETFVery LowWest Hartford, CT2026-10-08
Associated Banc-Corp
58,709$1.1M0.0%CoreLowGreen Bay, WI2026-10-30
Yoder Wealth Management, Inc.
58,657$1.1M0.4%ETFLowWalnut Creek, CA2026-10-13
Kestra Advisory Services, LLC
58,538$1.1M0.0%CoreLowAustin, TX2026-11-02
Old Port Advisors
57,287$1.1M0.2%GARPLowPortland, ME2026-10-23
Midwest Professional Planners, Ltd.
53,079$1.0M0.2%GrowthMediumWausau, WI2026-10-29
JIM Saulnier & Associates, LLC
47,845$908.6K0.4%ETFLowFort Collins, CO2026-11-04
Wealth Enhancement Advisory Services, LLC
46,626$886.1K0.0%CoreLowPlymouth, MN2026-10-13
MV Capital Management, Inc.
44,353$842.3K0.1%ETFLowBethesda, MD2026-10-29
Montecito Bank & Trust
44,049$836.5K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Duncker Streett & Co Inc
42,185$801.1K0.1%GrowthLowSt. Louis, MO2026-10-27
PFG Advisors
42,046$798.5K0.0%ETFMediumPhoenix, AZ2026-10-16
BIP Wealth, LLC
36,512$693.4K0.0%ETFMediumAtlanta, GA2026-10-22
Foundry Financial Group, Inc.
36,284$689.0K0.3%ETFLowLaconia, NH2026-10-28
Leo Wealth, LLC
35,584$675.7K0.1%CoreLowHurst, TX2026-10-26
Tableaux LLC
33,078$628.2K0.3%ETFLowStockbridge, MA2026-10-23
Keeler Thomas Management LLC
32,789$622.7K0.2%CoreHighOrem, UT2026-10-29
Lido Advisors, LLC
28,449$540.2K0.0%GrowthLowLos Angeles, CA2026-11-04
Great Diamond Partners, LLC
28,174$535.0K0.1%CoreMediumPortland, ME2026-10-13
Compass Ion Advisors, LLC
26,997$512.7K0.0%ETFVery LowConshohocken, PA2026-10-23
XY Planning Network, Inc.
24,132$458.3K0.0%ETFLowBozeman, MT2026-10-14
DecisionMap Wealth Management, LLC
22,488$427.0K0.2%ETFLowGreat Falls, VA2026-10-29
Mlp3, LLC
21,620$410.6K0.4%CoreVery LowLinwood, NJ2026-10-22
Capital Investment Advisors, LLC
20,629$391.7K0.0%CoreLowAtlanta, GA2026-10-22
Guidance Point Advisors, LLC
20,563$390.5K0.1%ETFVery LowWellesley, MA2026-10-15
Prosperity Planning, Inc.
20,519$389.7K0.1%ETFVery LowNorth Kansas City, MO2026-10-09
Truist Financial Corp
19,865$377.2K0.0%CoreLowCharlotte, NC2026-10-30
Kestra Investment Management, LLC
18,624$353.7K0.0%ETFMediumAustin, TX2026-11-04
Trinity Wealth Management, LLC
17,732$336.7K0.1%ETFMediumBerwyn, PA2026-10-13
Midland Wealth Advisors, LLC
17,381$330.1K0.0%ETFLowEffingham, IL2026-10-26
Single Point Partners, LLC
16,943$321.7K0.1%ETFVery LowBoston, MA2026-10-19
Visionary Wealth Advisors
16,133$306.4K0.0%ETFLowO'Fallon, IL2026-11-04
Spectrum Asset Management, Inc. (NB )
15,984$303.5K0.1%CoreMediumNewport Beach, CA2026-10-19
KOM Wealth Management Group, LLC
15,699$298.1K0.1%ETFLowAppleton, WI2026-10-15
Prime Capital Investment Advisors, LLC
15,630$296.8K0.0%ETFLowOverland Park, KS2026-10-20
Opus Capital Group, LLC
15,330$2910.0%ETFVery LowCincinnati, OH2026-10-30
Smithbridge Asset Management Inc
15,000$284.9K0.0%GrowthLowChadds Ford, PA2026-10-19
James Investment Research, Inc.
14,350$272.5K0.0%CoreLowAlpha, OH2026-10-22
Barrett & Company, Inc.
14,181$269.3K0.1%ETFLowProvidence, RI2026-10-22
KFG Wealth Management, LLC
13,818$262.4K0.0%ETFMediumGranger, IN2026-10-16
Schmidt P J Investment Management Inc
13,471$255.8K0.0%GrowthVery LowCedarburg, WI2026-11-02
Physician Wealth Advisors, Inc.
13,007$247.0K0.0%ETFMediumMidvale, UT2026-10-20
Aspen Private Advisors, LLC
13,000$246.9K0.2%ETFN/ASioux Falls, SD2026-10-27
Straight Path Wealth Management
11,423$216.9K0.0%ETFLowJenison, MI2026-10-23
Hyposwiss Advisors SA
11,215$212.9K0.2%ETFLowGeneva, Switzerland2026-10-26
Meridian Wealth Management, LLC
10,580$200.9K0.0%GrowthLowLexington, KY2026-11-05
United Community Bank
8,005$152.0K0.0%CoreLowGreenville, SC2026-10-28
Fifth Third Bancorp
7,445$141.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Rossmore Private Capital
6,500$123.4K0.0%CoreLowGlastonbury, CT2026-10-27
Key FInancial Inc
5,540$105.2K0.0%ETFLowWest Chester, PA2026-11-02
Phillips Financial Management, LLC
5,063$96.1K0.0%ETFVery LowFort Wayne, IN2026-10-19
Cherry Tree Wealth Management, LLC
4,963$94.3K0.0%ETFVery LowMinnetonka, MN2026-10-15
Concord Wealth Partners
4,024$76.4K0.0%GrowthLowAbingdon, VA2026-11-02
US Bancorp \de\
3,990$75.8K0.0%IndexLowMinneapolis, MN2026-11-05
Laurel Wealth Advisors LLC
3,575$67.9K0.0%CoreVery LowCharlotte, NC2026-10-27
Farther Finance Advisors, LLC
2,616$49.7K0.0%IndexLowSan Francisco, CA2026-10-08
High Note Wealth, LLC
1,508$28.6K0.0%ETFVery LowDeephaven, MN2026-10-27
Robbins Farley
1,046$19.9K0.0%CoreMediumBedford, NH2026-10-21
Pflug Koory, LLC
911$17.3K0.0%CoreVery LowOmaha, NE2026-10-26
MB, Levis & Associates, LLC
888$16.9K0.0%ETFVery LowCenter Valley, PA2026-10-16
Clayton Financial Group LLC
859$16.3K0.0%ETFLowSt. Louis, MO2026-10-13
First Premier Bank
849$160.0%CoreVery LowSioux Falls, SD2026-10-13
Pinnacle Bancorp, Inc.
756$14.4K0.0%CoreVery LowBeatrice, NE2026-10-21
Gilpin Wealth Management, LLC
430$8.2K0.0%GrowthLowDenver, CO2026-10-09
Larson Financial Group LLC
36$6840.0%GrowthLowSt Louis, MO2026-11-05