IBTK · iShares iBonds Dec 2030 Term Treasury ETF ETF

Alerts for IBTK

$19.29 -0.01 (-0.03%) 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 →

Quarter:

Holders: 1

Total Value: $1,682,335

Total Shares: 86,097

Institutional Ownership Trend

24 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026

Top Holder

100.0%

+83.7 pts

Top 5

100.0%

+54.8 pts

Top 10

100.0%

+37.6 pts

HHI

10,000

Highly concentrated+9,368

Quarterly Activity

vs Mar 31, 2026

New

0

Increased

0

Decreased

1

Sold Out

90

Unchanged

0

Holder count: -90

Institutional value: -99.6%

Shares held: -99.6%

Top Buyers

vs Mar 31, 2026

No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds	Open
Mega CITADEL ADVISORS LLC	−48,795	86,097

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
Mega WELLS FARGO & COMPANY/MN	3,731,730	$73,589,715
Large MERCER GLOBAL ADVISORS INC /ADV	2,652,137	$52,300,141
Mega BANK OF AMERICA CORP /DE/	1,833,654	$36,159,655
Mid UNITED CAPITAL FINANCIAL ADVISORS, LLC	1,236,306	$24,379,954
Mid D.A. DAVIDSON & CO.	922,703	$18,195,703

Filter: New 0 Increased 0 Reduced 1 Sold out 90 Unchanged 0

Showing 1 of 1

All Common Calls Puts

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CITADEL ADVISORS LLC IBTK

$1,682,335

100.00%

86,097

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	86,097	$1,682,335	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	5,232	$103,175	0.1%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	1,465,138	$28,892,521	39.3%	Defined
WELLS FARGO CLEARING SERVICES, LLC	2,261,360	$44,594,019	60.6%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	13,890	$273,910	0.8%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	270,166	$5,327,673	14.7%	Defined
MANAGED ACCOUNT ADVISORS LLC	1,549,598	$30,558,072	84.5%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
United Capital Financial Partners, LLC	1,236,306	$24,379,954	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	68,091	$1,342,754	8.4%	Defined
Raymond James Financial Services Advisors, Inc.	726,484	$14,326,264	89.5%	Defined
RAYMOND JAMES TRUST N.A.	17,318	$341,510	2.1%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Fund Advisors	763,514	$15,056,496	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	692,566	$13,657,401	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	687,426	$13,556,040	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	598,187	$11,796,246	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	452,108	$8,915,569	90.3%	Defined
RBC Dominion Securities Inc.	35,571	$701,460	7.1%	Defined
RBC Private Counsel (USA) Inc.	12,939	$255,157	2.6%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	255,467	$5,037,809	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	96,085	$1,894,796	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	54,377	$1,072,314	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	25,224	$497,417	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	15,529	$306,231	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Atlantic Union Bank	8,334	$164,346	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
National Bank Financial Inc.	4,984	$98,284	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	3,360	$66,259	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	2,701	$53,263	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO NESBITT BURNS SECURITIES LTD.	1,911	$37,684	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CONFLUENCE INVESTMENT MANAGEMENT LLC	558	$11,003	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	71	$1,400	100.0%	Defined