Security record · archived quarter
IBTG
iShares iBonds Dec 2026 Term Treasury ETF · Financial Services · Asset Management - Bonds
41Tracked holders
-1Δ holders
27.18MShares held
$621.69MReported value
+0New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth -2.4% ·
share flow +0.4% ·
net new positions -2.4%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 43 | -3 | 27.42M | $627.60M | +1 | −4 |
| Q1 2026 | 47 | +5 | 28.48M | $652.56M | +6 | −1 |
| Q4 2025 | 41 | -1 | 27.18M | $621.69M | — | −1 |
| Q3 2025 | 6 | +1 | 4.18M | $95.88M | +1 | — |
| Q2 2025 | 3 | 0 | 196.66K | $4.51M | — | — |
| Q1 2025 | 1 | 0 | 57.50K | $1.32M | — | — |
| Q4 2024 | 1 | 0 | 83.44K | $1.90M | — | — |
| Q3 2024 | 1 | 0 | 77.26K | $1.78M | — | — |
| Q2 2024 | 1 | — | 52.80K | $1.20M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.98M | +2.0% | $90.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.98M | +2.0% | $90.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.98M | +2.0% | $90.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 3.97M | — | $90.90M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 3.97M | — | $90.90M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 3.97M | — | $90.90M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mercer Global Advisors Inc /Adv | 2.84M | — | $65.02M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 2.51M | — | $57.46M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 2.51M | — | $57.46M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 2.27M | — | $51.93M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 2.27M | — | $51.93M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 2.27M | — | $51.93M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | LPL Financial LLC | 2.25M | — | $51.47M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 1.59M | — | $36.28M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 789.20K | — | $18.06M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 789.20K | — | $18.06M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 624.75K | — | $14.29M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Focus Partners Wealth | 588.41K | — | $13.46M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cwm, Llc | 562.43K | — | $12.87M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 532.10K | — | $12.17M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 519.26K | — | $11.88M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 519.26K | — | $11.88M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 519.26K | — | $11.88M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 457.33K | — | $10.46M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Stifel Financial Corp | 446.63K | — | $10.22M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mariner, LLC | 406.00K | — | $9.29M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mariner, LLC | 406.00K | — | $9.29M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mariner, LLC | 406.00K | — | $9.29M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Financial Engines Advisors L.L.C. | 396.59K | — | $9.07M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 341.31K | — | $7.81M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 319.18K | — | $7.30M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | BlackRock ✦ (passive) | 277.47K | +65.8% | $6.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Lido Advisors, LLC | 239.56K | — | $5.50M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 208.62K | — | $4.77M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Captrust Financial Advisors | 206.71K | — | $4.73M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 191.62K | — | $4.38M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Wealth Enhancement Advisory… | 188.57K | — | $4.32M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Cetera Investment Advisers | 144.00K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Creative Planning | 85.56K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | TD Waterhouse Canada Inc. | 62.91K | — | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Susquehanna International Group, Llp | 46.27K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Cibc World Market Inc. | 28.66K | — | $655,626 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 25.27K | — | $578,166 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Cerity Partners LLC | 24.09K | — | $551,052 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 20.39K | 0.0% | $466,353 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 12.47K | -6.8% | $285,376 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Rockefeller Capital Management L.P. | 7.28K | — | $166,508 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 3.52K | — | $80,474 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | National Bank Of Canada /Fi/ | 3.47K | — | $79,336 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 3.34K | -50.0% | $76,448 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Fifth Third Bancorp | 2.19K | — | $49,982 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 1.66K | — | $38,052 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Us Bancorp \De\ | 500 | — | $11,438 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $1.70M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 321 holders, 81.44M shares, $1.84B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
Get this via the API