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

188 institutions reported holding $728.5M of ISHARES IBONDS (IBTK) in SEC 13F filings for 2026-06-30. Largest institutional holders: WELLS FARGO & COMPANY/MN ($61.5M), MERCER GLOBAL ADVISORS INC /ADV ($55.9M), BANK OF AMERICA CORP /DE/ ($39.7M), ENVESTNET ASSET MANAGEMENT INC ($27.0M), TITLEIST ASSET MANAGEMENT, LLC ($26.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	WELLS FARGO & COMPANY/MN	$61.5M	3.1M	Trimmed
2	MERCER GLOBAL ADVISORS INC /ADV	$55.9M	2.9M	Added
3	BANK OF AMERICA CORP /DE/	$39.7M	2.0M	Added
4	ENVESTNET ASSET MANAGEMENT INC	$27.0M	1.4M	Added
5	TITLEIST ASSET MANAGEMENT, LLC	$26.8M	1.4M	Added
6	BlackRock, Inc.	$26.4M	1.4M	Added
7	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$26.2M	1.3M	Added
8	HM PAYSON & CO	$23.5M	1.2M	Added
9	MML INVESTORS SERVICES, LLC	$20.7M	1.1M	Added
10	D.A. DAVIDSON & CO.	$19.7M	1.0M	Added
11	Journey Advisory Group, LLC	$17.6M	902,785	Added
12	AMERIPRISE FINANCIAL INC	$13.9M	709,148	Added
13	MKT Advisors LLC	$13.8M	712,012	Added
14	Wealth Management Strategies, Inc.	$13.4M	686,872	Added
15	Denver PWM, LLC	$13.3M	684,939	Trimmed
16	UBS Group AG	$13.0M	665,373	Trimmed
17	Probity Advisors, Inc.	$11.7M	601,267	Added
18	Legacy Private Trust Co.	$11.3M	577,483	Added
19	SHELTON WEALTH MANAGEMENT, LLC	$10.8M	554,476	Added
20	NewEdge Advisors, LLC	$10.6M	540,886	Added
21	BAILARD, INC.	$10.5M	536,041	Trimmed
22	Waycross Investment Management Co	$10.4M	531,033	Added
23	EIGHT 31 FINANCIAL, LLC	$10.1M	517,756	Added
24	Royal Bank of Canada	$9.7M	496,614	Trimmed
25	Krilogy Financial LLC	$9.7M	495,545	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30