Who Owns ISHARES IBONDS DEC 2034 ETF (IBTP)? -- Institutional Holders (2026-06-30)

65 institutions reported holding $213.5M of ISHARES IBONDS DEC 2034 ETF (IBTP) in SEC 13F filings for 2026-06-30. Largest institutional holders: Atlantic Union Bankshares Corp ($46.9M), CONFLUENCE INVESTMENT MANAGEMENT LLC ($24.5M), SUMMITRY LLC ($22.3M), STIFEL FINANCIAL CORP ($19.9M), BENJAMIN EDWARDS INC ($18.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Atlantic Union Bankshares Corp$46.9M1.8MAdded
2CONFLUENCE INVESTMENT MANAGEMENT LLC$24.5M965,101Added
3SUMMITRY LLC$22.3M878,535Added
4STIFEL FINANCIAL CORP$19.9M784,592Added
5BENJAMIN EDWARDS INC$18.4M723,444Added
6D.A. DAVIDSON & CO.$10.7M421,822Added
7Atlantic Private Wealth, LLC$5.6M222,302Trimmed
8COMMONWEALTH EQUITY SERVICES, LLC$5.3M208,648Added
9MORGAN STANLEY$4.7M183,785Added
10Probity Advisors, Inc.$4.4M174,395Added
11AMERIPRISE FINANCIAL INC$4.4M170,974Trimmed
12Accretive Wealth Partners, LLC$4.1M159,662Added
13MERCER GLOBAL ADVISORS INC /ADV$3.8M148,450Added
14UBS Group AG$3.4M134,267Added
15Royal Bank of Canada$3.2M124,529Trimmed
16ENVESTNET ASSET MANAGEMENT INC$2.9M114,247Added
17UNITED CAPITAL FINANCIAL ADVISORS, LLC$2.8M108,728Added
18HighTower Advisors, LLC$2.7M105,033Added
19RAYMOND JAMES FINANCIAL INC$2.0M80,546Added
20Cetera Investment Advisers$1.5M58,292Added
21Mariner, LLC$1.4M55,149New
22CITADEL ADVISORS LLC$1.4M54,886Added
23Reliant Wealth Planning$1.3M52,382Hold
24Bell Investment Advisors, Inc$1.3M51,498New
25BANK OF AMERICA CORP /DE/$1.3M50,182Added

来源：SEC 13F 申报文件 · 截至 2026-06-30