IBTK institutional holders

iShares iBonds Dec 2030 Term Treasury ETF · 186 reporting institutions · $729.7M reported value

Funds that can replace IBTK · IBTK return decomposition

Institutional holdings

Institutions reporting IBTK, largest first
InstitutionReported positionAdvisors at firmReport period
Wells Fargo & Company/mn$61.5M02026-06-30
Mercer Global Advisors Inc /adv$55.9M02026-06-30
Bank of America Corp /de$39.7M02026-06-30
Envestnet Pmc$27M602026-06-30
Titleist Asset Management, LLC$26.8M432026-06-30
Blackrock, Inc.$26.4M02026-06-30
United Capital Financial Advisors, LLC$26.2M1662026-06-30
Hm Payson & Co$23.5M02026-06-30
MML Investors Services, LLC$20.7M5,1202026-06-30
D.A. Davidson & Co.$19.7M6892026-06-30
Journey Advisory Group, LLC$17.6M182026-06-30
Cwm, LLC$16.5M6672026-03-31
Ameriprise Financial Inc$13.9M02026-06-30
Mkt Advisors LLC$13.8M42026-06-30
Wealth Management Strategies, Inc.$13.4M02026-06-30
Denver Pwm, LLC$13.3M72026-06-30
UBS Group AG$13M02026-06-30
Probity Advisors, Inc.$11.7M72026-06-30
Legacy Private Trust Co.$11.3M02026-06-30
Shelton Wealth Management, LLC$10.8M42026-06-30
Newedge Advisors$10.6M6012026-06-30
Bailard, Inc.$10.5M402026-06-30
Waycross Investment Management Co$10.4M42026-06-30
Eight 31 Financial, LLC$10.1M42026-06-30
Royal Bank of Canada$9.7M02026-06-30
Krilogy$9.7M642026-06-30
Heartwood Wealth Advisors LLC$9.6M02026-06-30
Trust Co$9.6M02026-06-30
Morgan Stanley$9.4M23,1852026-06-30
Arax Advisory Partners$9M2322026-06-30
Snowden Capital Advisors LLC$8.9M1222026-06-30
Raymond James Financial Inc$8.3M02026-06-30
Lpl Financial LLC$7.7M23,4582026-06-30
Cetera Investment Advisers$7M10,3702026-06-30
Rebalance, LLC$5.8M92026-06-30
Baird Financial Group, Inc.$5.6M02026-06-30
Investment Management Group$5.4M252026-06-30
Commonwealth Equity Services, LLC$5.3M2,8632026-06-30
Central Trust Co$5.2M02026-06-30
Asset Dedication, LLC$4.9M112026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$4.6M992026-06-30
Accretive Wealth Partners, LLC$4.1M42026-06-30
Chatham Capital Group Inc$3.9M02026-06-30
Howland Capital Management LLC$3.9M112026-06-30
Parallel Advisors, LLC$3.8M752026-06-30
Integrated Wealth Concepts LLC$3.7M4802026-06-30
Northwestern Mutual Wealth Management Co$3.3M02026-06-30
Hightower Advisors, LLC$3.1M1,0462026-06-30
Sanctuary Advisors, LLC$3.1M4012026-06-30
Atria Investments, Inc$2.5M62026-06-30
Hughes Financial Services, LLC$2.2M92026-06-30
Stifel Financial Corp$2.1M02026-06-30
Osaic Holdings, Inc.$2.1M02026-06-30
Signaturefd, LLC$2M492026-06-30
Country Club Bank$1.9M02025-09-30
Edelman Financial Engines$1.9M7222026-06-30
Mechanics Bank Trust Department$1.8M02026-06-30
Valmark Advisers, Inc.$1.7M2952026-06-30
Atwood & Palmer Inc$1.7M72026-06-30
Citadel Advisors LLC$1.7M02026-06-30
Kestra Advisory Services, LLC$1.7M1,4792026-06-30
Ifp Advisors, Inc$1.6M3182026-06-30
Belpointe Asset Management LLC$1.5M1702026-06-30
Leavell Investment Management, Inc.$1.4M252026-06-30
Allworth Financial, LP$1.3M3172026-06-30
Associated Banc-Corp$1.2M02026-06-30
First National Bank of Omaha$1.2M02026-06-30
Wealth Enhancement Advisory Services, LLC$1.2M1,0262026-06-30
Apella Capital, LLC$1.2M1042026-06-30
Old Port Advisors$1.1M112026-06-30
Scs Capital Management LLC$1.1M802026-06-30
U.S. Capital Wealth Advisors, LLC$978.2K02026-03-31
Yoder Wealth Management, Inc.$957.5K22026-06-30
Mv Capital Management, Inc.$846.1K82026-06-30
Jim Saulnier & Associates, LLC$831.1K52026-06-30
Reliant Wealth Planning, LLC$820.6K62026-06-30
Duncker Streett & Co.$816.6K22026-06-30
Montecito Bank & Trust$804.6K02026-06-30
Foundry Financial Group, Inc.$783.9K72026-06-30
Community Financial Services Group, LLC$714.9K02026-06-30
Tableaux Wealth$688.5K52026-06-30
Cary Street Partners Financial LLC$681.6K02026-06-30
Cerity Partners LLC$674.3K7772026-06-30
Bip Wealth, LLC$656.2K622026-06-30
Keeler Thomas Management LLC$638.2K52026-06-30
Atlantic Private Wealth, LLC$602.4K42026-06-30
King Luther Capital Management Corp$578.3K342026-06-30
Aqr Capital Management LLC$572.2K12026-06-30
Heartland Bank & Trust Co$572.1K02026-06-30
Focus Partners Wealth$568.2K1,0482026-06-30
Leo Wealth, LLC$566.1K152026-03-31
Captrust Financial Advisors$534.4K9622026-06-30
Compass Ion Advisors, LLC$527.5K172026-06-30
Modern Wealth Management, LLC$525.1K1612026-06-30
Jane Street Group, LLC$503.8K02026-06-30
Creative Planning$503.6K1,1712026-06-30
Equitable Holdings, Inc.$500.7K02026-06-30
Midwest Professional Planners, Ltd.$499.5K172026-06-30
Harbour Investments, Inc.$490.4K2472026-06-30
Lido Advisors, LLC$484.4K3202026-06-30
Granite Harbor Advisors, Inc.$483.9K102026-06-30
Daybright Advisory Services, Inc.$464.5K192026-06-30
Allsquare Wealth Management LLC$454.4K42025-09-30
Capital Investment Advisors, LLC$453.9K592026-06-30
Decisionmap Wealth Management, LLC$439.4K42026-06-30
Great Diamond Partners, LLC$430.5K82026-06-30
Xy Planning Network, Inc.$418.3K02026-06-30
Cgn Advisors LLC$418.3K362026-06-30
Jacobi Capital Management LLC$415.9K322026-06-30
Guidance Point Advisors, LLC$401.1K52026-06-30
Kestra Investment Management, LLC$363.9K92026-06-30
Trinity Wealth Management, LLC$346.5K42026-06-30
Northstar Group, Inc.$337.4K52026-06-30
Single Point Partners$331.1K112026-06-30
Visionary Wealth Advisors$323.8K462026-06-30
Passive Capital Management, Llc.$316.3K72026-06-30
Financial Advisory Corporation$304.6K92026-06-30
Kom Wealth Management Group, LLC$304K62026-06-30
Prosperity Planning, Inc.$303.2K112026-06-30
Smithbridge Asset Management Inc/de$293.1K62026-06-30
Vestmark Advisory Solutions, Inc.$291K82026-06-30
Element Wealth, LLC$284.5K132026-06-30
Liberty Wealth Management LLC$283K252026-06-30
Principal Securities, Inc.$281.5K1,4632026-06-30
James Investment Research Inc$280.4K82026-06-30
Barrett & Company, Inc.$276.9K42026-06-30
Fullcircle Wealth LLC$274.3K02025-09-30
Physician Wealth Advisors, Inc.$271.4K92026-06-30
Jaffetilchin Investment Partners, LLC$271.1K02026-03-31
Level Four Advisory Services$270.5K1412026-06-30
Spreng Capital Management, Inc.$268.8K32026-06-30
Kfg Wealth Management, LLC$268.4K492026-06-30
Coldstream Capital Management Inc$265.3K1362026-06-30
Schmidt P J Investment Management Inc$263.2K02026-06-30
Mlp3, LLC$258.3K22026-03-31
O'Brien Wealth Partners LLC$252.9K02025-12-31
Hanover Advisors Inc$228.3K22026-06-30
Straight Path Wealth Management$227.8K102026-06-30
Hyposwiss Advisors SA$219.1K12026-06-30
World Investment Advisors$214.7K3592026-06-30
Lbmc Investment Advisors, LLC$197.2K32026-06-30
Creativeone Wealth, LLC$196.1K2212026-06-30
Atlantic Union Bankshares Corp$179.8K02026-06-30
Crews Bank & Trust$175.4K02026-06-30
Mather Group, Llc.$163.1K1102026-06-30
United Community Bank$156.4K02026-06-30
Fifth Third Bancorp$140.5K02026-06-30
Hills Bank & Trust Co$119.5K02026-06-30
Key Financial, Inc.$108.3K82026-06-30
National Bank of Canada /fi$104K02026-06-30
Phillips Financial Management, LLC$98.9K152026-06-30
Lowe Wealth Advisors, LLC$98.1K02025-09-30
Cherry Tree Wealth Management, LLC$97.9K92026-03-31
Fiduciary Financial Advisors$83.9K512026-06-30
Cnb Bank$81.9K02026-06-30
Bogart Wealth, LLC$69.6K242026-06-30
Jpl Wealth Management, LLC$66.1K22026-06-30
US Bancorp$65.7K02026-06-30
Nbh Bank$61.2K02026-06-30
Mcf Advisors LLC$51.1K332026-06-30
Rockefeller Capital Management LP$50.2K3462026-06-30
Bank of Montreal /can$49.9K02026-06-30
TD Capital Management LLC$45K82026-06-30
Comerica Bank$44.4K02025-12-31
Clearstead Trust, LLC$41.7K02026-06-30
High Note Wealth, LLC$29.5K42026-06-30
Longview Financial Advisors LLC$22.4K22026-06-30
Robbins Farley$19.7K42026-06-30
Pflug Koory, LLC$17.8K02026-06-30
Mb, Levis & Associates, LLC$17.2K22026-06-30
Pinnacle Bancorp, Inc.$14.8K02026-06-30
Gilpin Wealth Management, LLC$8.4K42026-06-30
Vanguard Advisers Inc$7.9K2,4692026-06-30
Logan Capital Management Inc$6.7K152026-06-30
Thoroughbred Financial Services, LLC$4.5K342026-06-30
Janney Montgomery Scott LLC$3.8K1,3422026-06-30
Boston Family Office LLC$3.2K82026-06-30
Assetmark, Inc$2.5K2202026-06-30
Park Avenue Securities LLC$2.4K1,9082026-06-30
PNC Financial Services Group, Inc.$1.4K02026-06-30
Larson Financial Group LLC$703672026-06-30
Cambridge Investment Research Advisors, Inc.$4093,9402026-03-31
Opus Capital Group, LLC$30042026-06-30
Financial Connections Group, Inc.$5302026-03-31
Smartleaf Asset Management LLC$2092026-06-30
First Premier Bank$1702026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30