Who Owns iShares iBonds Treasury 2030 (IBTK)? -- Institutional Holders (2026-03-31)
182 institutions reported holding $690.2M of iShares iBonds Treasury 2030 (IBTK) in SEC 13F filings for 2026-03-31. Largest institutional holders: WELLS FARGO & COMPANY/MN ($73.6M), MERCER GLOBAL ADVISORS INC /ADV ($52.3M), BANK OF AMERICA CORP /DE/ ($36.2M), ENVESTNET ASSET MANAGEMENT INC ($24.9M), UNITED CAPITAL FINANCIAL ADVISORS, LLC ($24.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | WELLS FARGO & COMPANY/MN | $73.6M | 3.7M | Added |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $52.3M | 2.7M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $36.2M | 1.8M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $24.9M | 1.3M | Added |
| 5 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $24.4M | 1.2M | Added |
| 6 | TITLEIST ASSET MANAGEMENT, LLC | $24.3M | 1.2M | Added |
| 7 | D.A. DAVIDSON & CO. | $18.2M | 922,703 | Added |
| 8 | Journey Advisory Group, LLC | $16.8M | 851,413 | Added |
| 9 | CWM, LLC | $16.5M | 836,477 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $16.0M | 811,893 | Added |
| 11 | BlackRock, Inc. | $15.1M | 763,514 | Added |
| 12 | MML INVESTORS SERVICES, LLC | $14.0M | 707,822 | Trimmed |
| 13 | HM PAYSON & CO | $13.9M | 702,754 | Added |
| 14 | UBS Group AG | $13.7M | 692,566 | Added |
| 15 | Denver PWM, LLC | $13.6M | 694,518 | New |
| 16 | AMERIPRISE FINANCIAL INC | $13.6M | 687,426 | Added |
| 17 | MKT Advisors LLC | $13.2M | 672,341 | Added |
| 18 | Wealth Management Strategies, Inc. | $13.1M | 665,885 | Added |
| 19 | MORGAN STANLEY | $11.8M | 598,187 | Added |
| 20 | Probity Advisors, Inc. | $10.8M | 548,764 | Added |
| 21 | Legacy Private Trust Co. | $10.8M | 545,529 | Trimmed |
| 22 | BAILARD, INC. | $10.6M | 539,401 | Added |
| 23 | Waycross Investment Management Co | $10.3M | 521,100 | Added |
| 24 | SHELTON WEALTH MANAGEMENT, LLC | $10.2M | 515,101 | Added |
| 25 | EIGHT 31 FINANCIAL, LLC | $9.9M | 503,072 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31