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

341 institutions reported holding $1.86B of ISHARES IBONDS (IBTG) in SEC 13F filings for 2026-06-30. Largest institutional holders: HM PAYSON & CO ($129.5M), BANK OF AMERICA CORP /DE/ ($98.5M), MORGAN STANLEY ($91.4M), Kovitz Investment Group Partners, LLC ($79.2M), NewEdge Advisors, LLC ($61.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	HM PAYSON & CO	$129.5M	5.7M	Trimmed
2	BANK OF AMERICA CORP /DE/	$98.5M	4.3M	Added
3	MORGAN STANLEY	$91.4M	4.0M	Trimmed
4	Kovitz Investment Group Partners, LLC	$79.2M	3.5M	Trimmed
5	NewEdge Advisors, LLC	$61.8M	2.7M	Added
6	LPL Financial LLC	$57.3M	2.5M	Added
7	MERCER GLOBAL ADVISORS INC /ADV	$55.8M	2.4M	Trimmed
8	WELLS FARGO & COMPANY/MN	$54.8M	2.4M	Added
9	Capital Investment Advisors, LLC	$53.5M	2.3M	Trimmed
10	Connecticut Wealth Management, LLC	$44.1M	1.9M	Added
11	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$43.7M	1.9M	Added
12	Financial Advisory Corp	$36.4M	1.6M	Trimmed
13	Integrated Wealth Concepts LLC	$36.4M	1.6M	Trimmed
14	SUMMITRY LLC	$35.6M	1.6M	Added
15	Arax Advisory Partners	$35.2M	1.5M	New
16	UBS Group AG	$33.8M	1.5M	Trimmed
17	ENVESTNET ASSET MANAGEMENT INC	$32.3M	1.4M	Added
18	RAYMOND JAMES FINANCIAL INC	$31.7M	1.4M	Trimmed
19	Wealthspire Advisors, LLC	$29.2M	1.3M	Added
20	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	$23.4M	1.0M	Trimmed
21	Krilogy Financial LLC	$22.7M	993,197	Added
22	OneAscent Financial Services LLC	$20.9M	911,609	Added
23	Horizon Advisory Services, Inc.	$20.5M	897,318	Added
24	MKT Advisors LLC	$18.5M	809,577	Added
25	Carnegie Investment Counsel	$17.7M	775,246	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30