Who owns IBTH?
Institutional ownership of iShares iBonds Dec 2027 Term Treasury ETF from Form 13F, Q2 2026
310 institutional managers reported holding iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Form 13F filings for Q2 2026, with 83,855,313 shares worth $1.9B. The largest reported holder was HM Payson & Co. Managers that filed both quarters added a net 6,445,791 shares (+8.4%). 20 opened new positions and 17 sold out.
- Funds holding
- 310
- Value held
- $1.9B
- New / sold out
- 20 / 17
- Net shares, same filers
- +8.4%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of IBTH
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| HM Payson & Co | $148M | 7.9% | 6,611,440 | Trimmed |
| Bank of America Corp | $96.5M | 5.1% | 4,312,834 | Added |
| Morgan Stanley | $85.5M | 4.6% | 3,823,870 | Added |
| NorthCoast Asset Management LLC | $72.9M | 3.9% | 3,259,854 | Added |
| GLOBALT Investments LLC / GA | $65.8M | 3.5% | 2,943,106 | Trimmed |
| Mercer Global Advisors Inc | $60.1M | 3.2% | 2,688,763 | Added |
| Integrated Wealth Concepts LLC | $54.4M | 2.9% | 2,430,739 | Added |
| NewEdge Advisors, LLC | $45.6M | 2.4% | 2,039,948 | New |
| Envestnet Asset Management Inc | $45.3M | 2.4% | 2,024,159 | Added |
| Wells Fargo & Company | $44.6M | 2.4% | 1,991,715 | Trimmed |
| LPL Financial LLC | $43.0M | 2.3% | 1,921,980 | Added |
| Raymond James Financial Inc | $39.6M | 2.1% | 1,771,083 | Trimmed |
| UBS Group AG | $37.9M | 2.0% | 1,694,910 | Trimmed |
| Brookstone Capital Management | $37.4M | 2.0% | 1,669,909 | Trimmed |
| United Capital Financial Advisors, LLC | $35.1M | 1.9% | 1,569,360 | Added |
| Arax Advisory Partners | $34.9M | 1.9% | 1,559,602 | New |
| Stratos Wealth Advisors, LLC | $34.6M | 1.8% | 1,548,074 | Added |
| Connecticut Wealth Management, LLC | $32.1M | 1.7% | 1,433,973 | Added |
| Financial Advisory Corp | $29.8M | 1.6% | 1,331,948 | Added |
| Focus Partners Wealth | $27.2M | 1.4% | 1,213,988 | Trimmed |
| BlackRock, Inc. | $26.5M | 1.4% | 1,182,623 | Added |
| Stratos Wealth Partners, LTD. | $24.1M | 1.3% | 1,075,530 | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | $21.9M | 1.2% | 980,870 | Added |
| Capital Investment Advisors, LLC | $19.9M | 1.1% | 891,306 | Trimmed |
| Journey Advisory Group, LLC | $19.1M | 1.0% | 853,470 | Trimmed |
Share of 13F holdings is each fund's shares as a share of the 83,855,313 IBTH shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- NewEdge Advisors, LLC New+$45.6M
- Arax Advisory Partners New+$34.9M
- Integrated Wealth Concepts LLC Added+$25.0M
- NorthCoast Asset Management LLC Added+$13.9M
- Bank of America Corp Added+$12.2M
- BlackRock, Inc. Added+$11.4M
- McGuire Investment Group, LLC Added+$9.9M
- Thrivent Financial for Lutherans Added+$8.2M
- Stratos Wealth Advisors, LLC Added+$5.8M
- BIP Wealth, LLC Added+$5.8M
Biggest sellers in Q2 2026
- TRUE Private Wealth Advisors Trimmed-$32.6M
- Wells Fargo & Company Trimmed-$11.2M
- Merit Financial Group, LLC Trimmed-$10.6M
- L2 Asset Management, LLC Trimmed-$6.4M
- Steward Partners Investment Advisory, LLC Trimmed-$4.9M
- Independent Advisor Alliance Trimmed-$4.8M
- Focus Partners Wealth Trimmed-$4.3M
- Eldridge Investment Advisors, Inc. Trimmed-$3.3M
- HM Payson & Co Trimmed-$3.2M
- Raymond James Financial Inc Trimmed-$2.3M
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $246M and sold $102M; 148 added and 68 trimmed.
Questions about IBTH ownership
- Who owns IBTH stock?
- 310 institutional investment managers reported IBTH positions in their Form 13F filings for Q2 2026, holding 83,855,313 shares worth $1.9B in total. HM Payson & Co reported the largest position.
- Are funds buying or selling IBTH?
- In Q2 2026, 20 managers opened new IBTH positions, 148 added, 68 trimmed and 17 sold out. Managers that filed in both quarters added a net 6,445,791 shares.
- How current is this IBTH institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to IBTH by CUSIP. Options are left out. IBTH news and filings · IBTH insider trades · Top funds