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IBTG · iShares iBonds Dec 2026 Term Treasury ETF ETF

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$22.84 +0.01 (+0.02%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 1
Total Value: $5,003,273
Total Shares: 218,579

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026
Top Holder
100.0%
Sep 2023 → Jun 2026 · range 7.1% – 100.0%
+92.7 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 25.9% – 100.0%
+74.0 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 39.4% – 100.0%
+60.6 pts
HHI
10,000
Sep 2023 → Jun 2026 · range 235 – 10,000
Highly concentrated+9,765

Quarterly Activity

vs Mar 31, 2026
New
0
Increased
0
Decreased
0
Sold Out
321
Unchanged
1
Holder count: -321
Institutional value: -99.7%
Shares held: -99.7%

Top New Positions

vs Mar 31, 2026
No new positions this quarter.

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
HM PAYSON & CO 5,908,223 $135,386,929
NorthCoast Asset Management LLC 4,548,891 $104,237,837
BANK OF AMERICA CORP /DE/ 4,153,434 $95,175,938
MORGAN STANLEY 4,079,412 $93,479,725
MERCER GLOBAL ADVISORS INC /ADV 2,523,496 $57,825,910
Filter: New 0 Increased 0 Reduced 0 Sold out 321 Unchanged 1
Showing 1 of 1
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Parkside Financial Bank & Trust IBTG $5,003,273 100.00% 218,579