IBTM · iShares iBonds Dec 2032 Term Treasury ETF · Holdings ETF

$22.04 -0.02 (-0.09%) At close · Oct 23

Volume · Oct 23 249.14K Avg daily vol (3M) 196.27K

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 →

Recent SEC filings are still being reconciled. Holder totals and changes may be incomplete until processing catches up.

Quarter:

Holders: 28

Total Value: $118,346,853

Total Shares: 5,444,740

Institutional Ownership Trend

17 quarters

Holder Concentration

Across 28 13F filers · Δ vs Jun 30, 2026

Top Holder

46.8%

+29.2 pts

Top 5

85.1%

+46.5 pts

Top 10

95.9%

+42.6 pts

HHI

2,615

Highly concentrated+2,079

Who Holds IBTM

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 107 filers, like-for-like change -1.3%; actively managed books -1.9%; index-like books +8.0%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	52.6%	59	-3.5%	7	9
Adviser	4.3%	2	-23.2%	0	0
Bank	14.9%	10	+5.4%	1	1
Broker-dealer	1.1%	1	-7.3%	0	0
Holding company	6.9%	4	+8.4%	1	0
Unknown	20.2%	31	+3.6%	2	7

Style	Share	Filers	Change	New	Exited
Index-like	6.8%	2	+8.0%	0	0
Concentrated	15.7%	30	+19.5%	3	6
Diversified active	77.6%	75	-3.8%	8	10
Systematic-like	0.0%	0	-100.0%	0	1
Not measured	0.0%	0	—	0	0
Unknown	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	90.8%	91	+7.9%	7	9
Medium turnover	8.8%	11	-40.1%	3	3
High turnover	0.3%	2	-87.5%	0	3
Unknown	0.1%	3	+9.1%	1	2
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	0.1%	4	+23.3%	2	1
Medium horizon	7.7%	11	+22.4%	1	6
Long horizon	91.5%	88	-2.9%	7	8
Unknown	0.7%	4	+2.7%	1	2
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	12.3%	30	+15.5%	3	9
$1B to $10B	38.4%	35	-5.6%	4	4
$10B to $100B	17.4%	23	-3.6%	2	3
$100B or more	31.9%	19	-0.1%	2	1
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	49.3%	52	-1.7%	6	8
Pension and profit sharing plans	0.2%	1	+0.1%	0	0
Banks and thrifts	1.5%	1	+9.0%	0	0
Other investment advisers	0.1%	1	+5.7%	0	0
Diversified	1.5%	4	+8.7%	1	0
Pooled investment vehicles	0.0%	0	-100.0%	0	1
Unknown	47.4%	48	+1.3%	4	8

Private funds	Share	Filers	Change	New	Exited
Hedge funds	0.5%	3	-73.1%	0	1
Private equity funds	0.2%	2	+11.1%	0	0
Real estate funds	0.1%	1	-9.8%	0	0
Other private funds	19.8%	3	+6.9%	0	0
No private funds	32.1%	50	-5.8%	7	8
Unknown	47.4%	48	+1.3%	4	8

Location	Share	Filers	Change	New	Exited
United States	92.1%	102	-1.5%	10	17
Outside the US	7.9%	5	+1.6%	1	0

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 1 holder with no observed 2026-03-31 13F and 4 holders with no observed 2026-06-30 13F.

Conviction and Crowding

107 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

104

97.2% of filers hold it in their top 10

Mar 31, 2026: 113

Holders above 5%

median weight 0.007%

Mar 31, 2026: 0

Crowding

—

shares outstanding is an issuer-wide count, not one listing's

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

shares outstanding is an issuer-wide count, not one listing's

Top 10 holders

53.3%

of 13F shares, Herfindahl 0.054

Active holders

-1.9%

like-for-like share change of active filers

5% stakes on record

0 13D, 0 13G

How long holders have held it value-weighted 9.8 quarters

Under 1 year 12.7% 1 to 3 years 43.8% 3 years or more 43.4% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Fund Ownership of IBTM by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 0 shares.

Fund type	Shares	Funds
Index funds	0	0
Index ETFs	0	0
Active ETFs	352,749	1
Active funds	0	0
Unclassified	0	0
All registered funds	352,749	1

How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Quarterly Activity

vs Jun 30, 2026

New

Increased

Decreased

Sold Out

Unchanged

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -79

Institutional value: -64.9%

Shares held: -63.4%

Top Buyers

vs Jun 30, 2026

Institution	Added	Now Holds
Small Probity Advisors, Inc.	+78,307	512,727
Small Yoder Wealth Management, Inc.	+51,330	268,144
Mid TITLEIST ASSET MANAGEMENT, LLC	+46,246	485,641
Mid IFP Advisors, Inc	+6,977	59,996
Mid Legacy Private Trust Co.	+5,687	381,845

Top Sellers

vs Jun 30, 2026

Institution	Sold	Now Holds
Mid Krilogy Financial LLC	−67,849	2,550,327
Mid CONFLUENCE INVESTMENT MANAGEMENT LLC	−32,816	703,031
Small JAMES INVESTMENT RESEARCH, INC.	−1,939	162,249
Small Cushing Capital Partners, LLC	−1,523	52,409
Mid Brookstone Capital Management	−1,471	14,006

Top New Positions

vs Jun 30, 2026

Institution	Acquired	Value (USD)
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	46,472	$1,010,115
Small XY Planning Network, Inc.	20,965	$455,695
Small MLP3, LLC	11,273	$245,029
Small Clayton Financial Group LLC	5,637	$122,525

Top Sold-Out Positions

vs Jun 30, 2026

Institution	Previously Held	Last Value (USD)	Open
Large MATHER GROUP, LLC.	3,788	$85,968

Filter: New 4 Increased 11 Reduced 7 Sold out 1 Unchanged 6

Holder type: Registered adviser 20 Unknown 8

Showing 28 of 28

All Common Calls Puts

Compact Export CSV

Holder	Value (USD)	% of 13F	Shares	Own %	Change	Type	Filed
Mid Krilogy Financial LLC Registered adviser IBTM	$55,433,907	46.84%	2,550,327	—	-67,849 -2.6%	Shares	2026-10-13
Mid CONFLUENCE INVESTMENT MANAGEMENT LLC Registered adviser IBTM	$15,281,081	12.91%	703,031	—	-32,816 -4.5%	Shares	2026-10-01
Small Probity Advisors, Inc. IBTM	$11,144,634	9.42%	512,727	—	+78,307 +18.0%	Shares	2026-10-23
Mid TITLEIST ASSET MANAGEMENT, LLC Registered adviser IBTM	$10,555,892	8.92%	485,641	—	+46,246 +10.5%	Shares	2026-10-08
Mid Legacy Private Trust Co. IBTM	$8,299,782	7.01%	381,845	—	+5,687 +1.5%	Shares	2026-10-06
Small Yoder Wealth Management, Inc. Registered adviser IBTM	$5,828,377	4.92%	268,144	—	+51,330 +23.7%	Shares	2026-10-13
Small JAMES INVESTMENT RESEARCH, INC. Registered adviser IBTM	$3,526,644	2.98%	162,249	—	-1,939 -1.2%	Shares	2026-10-22
Mid IFP Advisors, Inc Registered adviser IBTM	$1,304,073	1.10%	59,996	—	+6,977 +13.2%	Shares	2026-10-16
Small Cushing Capital Partners, LLC Registered adviser IBTM	$1,139,162	0.96%	52,409	—	-1,523 -2.8%	Shares	2026-10-20
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC IBTM	$1,010,115	0.85%	46,472	—	New	Shares	2026-10-13
Small 4WEALTH ADVISORS, INC. Registered adviser IBTM	$677,445	0.57%	31,167	—	+4,781 +18.1%	Shares	2026-10-13
Small XY Planning Network, Inc. IBTM	$455,695	0.39%	20,965	—	New	Shares	2026-10-14
Small MOULTON WEALTH MANAGEMENT, INC IBTM	$432,350	0.37%	19,891	—	-510 -2.5%	Shares	2026-10-13
Small Great Diamond Partners, LLC Registered adviser IBTM	$347,189	0.29%	15,973	—	+4,121 +34.8%	Shares	2026-10-13
Small Guidance Point Advisors, LLC Registered adviser IBTM	$329,517	0.28%	15,160	—	+39 +0.3%	Shares	2026-10-15
Small Single Point Partners, LLC IBTM	$317,019	0.27%	14,585	—	0 0.0%	Shares	2026-10-19
Mid Brookstone Capital Management Registered adviser IBTM	$304,434	0.26%	14,006	—	-1,471 -9.5%	Shares	2026-10-22
Small Greater Midwest Financial Group, LLC Registered adviser IBTM	$288,175	0.24%	13,258	—	-218 -1.6%	Shares	2026-10-13
Small Old Mission Investment Co LLC Registered adviser IBTM	$259,527	0.22%	11,940	—	+1,455 +13.9%	Shares	2026-10-22
Small Physician Wealth Advisors, Inc. Registered adviser IBTM	$254,941	0.22%	11,729	—	+3,647 +45.1%	Shares	2026-10-20
Small MLP3, LLC Registered adviser IBTM	$245,029	0.21%	11,273	—	New	Shares	2026-10-22
Mid Compass Ion Advisors, LLC Registered adviser IBTM	$243,443	0.21%	11,200	—	0 0.0%	Shares	2026-10-23
Mid SIGNATUREFD, LLC Registered adviser IBTM	$239,313	0.20%	11,010	—	0 0.0%	Shares	2026-10-23
Mid CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Registered adviser IBTM	$218,946	0.19%	10,073	—	0 0.0%	Shares	2026-10-14
Small Clayton Financial Group LLC Registered adviser IBTM	$122,525	0.10%	5,637	—	New	Shares	2026-10-13
Small Cherry Tree Wealth Management, LLC Registered adviser IBTM	$51,405	0.04%	2,365	—	0 0.0%	Shares	2026-10-15
Small Bank of New Hampshire IBTM	$21,736	0.02%	1,000	—	+200 +25.0%	Shares	2026-10-06
Small First PREMIER Bank IBTM	$14,497	0.01%	667	—	0 0.0%	Shares	2026-10-13
Large MATHER GROUP, LLC. Registered adviser IBTM	$85,968	0.07%	3,788	—	Sold Out	Shares	2026-07-27
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