Who Owns ISHARES IBONDS (IBTL)? -- Institutional Holders (2026-06-30)

147 institutions reported holding $471.6M of ISHARES IBONDS (IBTL) in SEC 13F filings for 2026-06-30. Largest institutional holders: WELLS FARGO & COMPANY/MN ($51.4M), TRUE Private Wealth Advisors ($34.1M), BlackRock, Inc. ($26.4M), CONFLUENCE INVESTMENT MANAGEMENT LLC ($22.2M), TITLEIST ASSET MANAGEMENT, LLC ($20.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	WELLS FARGO & COMPANY/MN	$51.4M	2.5M	Trimmed
2	TRUE Private Wealth Advisors	$34.1M	1.7M	Trimmed
3	BlackRock, Inc.	$26.4M	1.3M	New
4	CONFLUENCE INVESTMENT MANAGEMENT LLC	$22.2M	1.1M	Trimmed
5	TITLEIST ASSET MANAGEMENT, LLC	$20.0M	990,421	Added
6	BANK OF AMERICA CORP /DE/	$18.4M	913,630	Added
7	ENVESTNET ASSET MANAGEMENT INC	$18.0M	892,700	Added
8	Krilogy Financial LLC	$15.2M	753,026	Added
9	MORGAN STANLEY	$14.8M	730,848	Added
10	NewEdge Advisors, LLC	$13.7M	676,777	Added
11	AMERIPRISE FINANCIAL INC	$13.2M	655,984	Added
12	Probity Advisors, Inc.	$11.3M	558,788	Added
13	SHELTON WEALTH MANAGEMENT, LLC	$10.8M	536,805	Added
14	MERCER GLOBAL ADVISORS INC /ADV	$9.8M	484,813	Added
15	PARK AVENUE SECURITIES LLC	$9.5M	470,144	Trimmed
16	Legacy Private Trust Co.	$9.2M	455,751	Added
17	RAYMOND JAMES FINANCIAL INC	$9.0M	445,255	Added
18	Snowden Capital Advisors LLC	$8.2M	406,659	Added
19	Headland Capital, LLC	$8.2M	405,441	Added
20	HighTower Advisors, LLC	$8.1M	399,026	Added
21	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$8.0M	396,107	Added
22	FORONJY FINANCIAL LLC	$6.8M	337,588	Added
23	SPRENG CAPITAL MANAGEMENT, INC.	$6.4M	314,831	Added
24	FAGAN ASSOCIATES, INC.	$5.6M	277,458	Added
25	Stockman Wealth Management, Inc.	$5.3M	264,766	Added

Source: SEC Form 13F filings · as of 2026-06-30