Who Owns iShares iBonds Treasury 2031 (IBTL)? -- Institutional Holders (2026-06-30)
146 institutions reported holding $472.0M of iShares iBonds Treasury 2031 (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