Who Owns iShares iBonds Dec 2030 Term Treasury ETF (IBTK)?Hedge Fund & Institutional Holders

$19.75+0.01 (+0.03%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.502640000350002e+208T

% of Float Held

—

QoQ Change in Holders

+15 / -6

Price History

$19.00$19.30$19.59$19.89$20.18Aug 24May 25Mar 26

IBTK — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
TITLEIST ASSET MANAGEMENT, LLCNew Position+1.2M+$23.0M
D.A. DAVIDSON & CO.New Position+880K+$17.5M
CWM, LLCNew Position+787K+$15.6M
MKT Advisors LLCNew Position+653K+$13.0M
Wealth Management Strategies, Inc.New Position+643K+$12.8M
Waycross Investment Management CoNew Position+508K+$10.1M
Probity Advisors, Inc.New Position+487K+$9.7M
Krilogy Financial LLCNew Position+435K+$8.6M
CENTRAL TRUST CoNew Position+279K+$5.5M
HM PAYSON & CONew Position+277K+$5.5M
REBALANCE, LLCNew Position+260K+$5.2M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+233K+$4.6M
Stockman Wealth Management, Inc.New Position+218K+$4.3M
BAILARD, INC.New Position+198K+$3.9M
HOWLAND CAPITAL MANAGEMENT LLCNew Position+163K+$3.2M

IBTK — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
RAYMOND JAMES FINANCIAL INCDecreased-210K-$18.7B
ROYAL BANK OF CANADADecreased-104K-$11.0B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-104K-$2.1B
COUNTRY CLUB BANKClosed Position-96K-$1.9B
CITADEL ADVISORS LLCDecreased-34K-$1.8B
Private Advisor Group, LLCClosed Position-87K-$1.7B
EVEXIA WEALTH LLCClosed Position-75K-$1.5B
Integrated Wealth Concepts LLCDecreased-8K-$1.4B
Kestra Advisory Services, LLCDecreased-1K-$1.3B
Richmond Investment Services, LLCDecreased-15K-$937.4M
&PARTNERSClosed Position-44K-$869.4M
NBC SECURITIES, INC.Closed Position-40K-$796.3M
STAR Financial BankDecreased-683-$352.9M
Kestra Investment Management, LLCDecreased-19-$349.8M
KESTRA PRIVATE WEALTH SERVICES, LLCClosed Position-14K-$268.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1TD Capital Management LLC2,269$45.0M0.00%Share
2WELLS FARGO & COMPANY/MN2,055,002$40.0M0.01%Share
3MERCER GLOBAL ADVISORS INC /ADV1,809,084$35.0M0.05%Share
4BANK OF AMERICA CORP /DE/1,449,423$28.0M0.00%Share
5TITLEIST ASSET MANAGEMENT, LLC1,158,487$23.0M1.85%Share
6WELLS FARGO & COMPANY/MN1,099,801$21.0M0.00%Share
7UNITED CAPITAL FINANCIAL ADVISORS, LLC924,228$18.0M0.11%Share
8D.A. DAVIDSON & CO.879,889$17.5M0.11%Share
9Journey Advisory Group, LLC817,511$16.2M1.36%Share
10CWM, LLC786,603$15.6M0.04%Share
11MML INVESTORS SERVICES, LLC748,674$14.0M0.03%Share
12MKT Advisors LLC652,674$13.0M4.42%Share
13Wealth Management Strategies, Inc.642,500$12.8M5.87%Share
14RAYMOND JAMES FINANCIAL INC644,663$12.0M0.00%Share
15UBS Group AG586,581$11.6M0.00%Share
16Legacy Private Trust Co.532,352$10.6M0.62%Share
17EIGHT 31 FINANCIAL, LLC510,993$10.1M5.56%Share
18Waycross Investment Management Co507,574$10.1M8.85%Share
19Probity Advisors, Inc.486,938$9.7M1.55%Share
20Trust Co478,937$9.5M0.89%Share
21NewEdge Advisors, LLC469,189$9.0M0.03%Share
22SHELTON WEALTH MANAGEMENT, LLC439,729$8.7M3.74%Share
23Krilogy Financial LLC434,863$8.6M0.29%Share
24ROYAL BANK OF CANADA403,437$8.0M0.00%Share
25Snowden Capital Advisors LLC447,596$8.0M0.21%Share
26BlackRock, Inc.320,684$6.0M0.00%Share
27MORGAN STANLEY304,167$6.0M0.00%Share
28CENTRAL TRUST Co275,253$5.5M0.11%Share
29REBALANCE, LLC259,748$5.2M0.30%Share
30AMERIPRISE FINANCIAL INC264,514$5.0M0.00%Share
31Cetera Investment Advisers278,812$5.0M0.01%Share
32WEALTH ENHANCEMENT ADVISORY SERVICES, LLC232,862$4.6M0.01%Share
33Stockman Wealth Management, Inc.218,144$4.3M0.54%Share
34BANK OF AMERICA CORP /DE/249,566$4.0M0.00%Share
35LPL Financial LLC249,815$4.0M0.00%Share
36HM PAYSON & CO198,458$3.9M0.06%Share
37BAILARD, INC.197,645$3.9M0.09%Share
38Accretive Wealth Partners, LLC172,186$3.4M1.01%Share
39HOWLAND CAPITAL MANAGEMENT LLC162,516$3.2M0.12%Share
40CHATHAM CAPITAL GROUP, INC.161,930$3.2M0.46%Share
41Asset Dedication, LLC160,490$3.2M0.21%Share
42HighTower Advisors, LLC157,406$3.0M0.00%Share
43Baird Financial Group, Inc.196,727$3.0M0.00%Share
44THOROUGHBRED FINANCIAL SERVICES, LLC182,300$3.0M0.18%Share
45Parallel Advisors, LLC166,406$3.0M0.05%Share
46CLIFTONLARSONALLEN WEALTH ADVISORS, LLC147,579$2.9M0.04%Share
47Belpointe Asset Management LLC136,651$2.7M0.10%Share
48PARK AVENUE SECURITIES LLC122,901$2.4M0.02%Share
49Sanctuary Advisors, LLC122,109$2.4M0.01%Share
50BOSTON FAMILY OFFICE LLC115,375$2.3M0.15%Share

IBTK Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025161$568.3M+74
Q3 202587$276.8B-33
Q2 2025120$324.1B-3
Q1 2025123$295.5B+26
Q4 202497$43.8T+33
Q3 202464$126.0T+5
Q2 202459$117.1T+3
Q1 202456$111.3T—

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As of Q4 2025, 50 institutional investors hold IBTK (iShares iBonds Dec 2030 Term Treasury ETF). The largest holder is TD Capital Management LLC with $45.0M in shares. This quarter, 15 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own IBTK?

As of Q4 2025, 50 institutional investors report holding IBTK (iShares iBonds Dec 2030 Term Treasury ETF) in their 13F filings.

Who is the largest institutional holder of IBTK?

The largest institutional holder of IBTK is TD Capital Management LLC with $45.0M in shares.

Is institutional ownership of IBTK increasing or decreasing?

This quarter, 15 institutions opened new positions in IBTK and 6 closed their positions.