Ishares Trust Ibonds Dec 2030 Term Treasury Etf · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 0.01% | 0.01% | #106 | $61.5M | 3.1M | $73.6M | 3.7M | -582,930-15.62% | Reduce | |
| MERCER GLOBAL ADVISORS INC /ADV | 0.07% | 0.08% | #59 | $55.9M | 2.9M | $52.3M | 2.7M | +209,772+7.91% | Add | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #140 | $39.7M | 2.0M | $36.2M | 1.8M | +196,772+10.73% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | 0.01% | 0.01% | #117 | $27.0M | 1.4M | $24.9M | 1.3M | +120,164+9.51% | Add | |
| TITLEIST ASSET MANAGEMENT, LLC | 1.81% | 1.83% | #7 | $26.8M | 1.4M | $24.3M | 1.2M | +143,744+11.69% | Add | |
| BlackRock, Inc. | <0.01% | <0.01% | #160 | $26.4M | 1.4M | $15.1M | 763,514 | +588,616+77.09% | Add | |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 0.14% | 0.15% | #38 | $26.2M | 1.3M | $24.4M | 1.2M | +105,444+8.53% | Add | |
| HM PAYSON & CO | 0.31% | 0.2% | #20 | $23.5M | 1.2M | $13.9M | 702,754 | +500,974+71.29% | Add | |
| MML INVESTORS SERVICES, LLC | 0.04% | 0.04% | #71 | $20.7M | 1.1M | $14.0M | 707,822 | +350,752+49.55% | Add | |
| D.A. DAVIDSON & CO. | 0.11% | 0.11% | #44 | $19.7M | 1.0M | $18.2M | 922,703 | +87,330+9.46% | Add | |
| Journey Advisory Group, LLC | 1.35% | 1.43% | #9 | $17.6M | 902,785 | $16.8M | 851,413 | +51,372+6.03% | Add | |
| AMERIPRISE FINANCIAL INC | <0.01% | <0.01% | #137 | $13.9M | 709,148 | $13.6M | 687,426 | +21,722+3.16% | Add | |
| MKT Advisors LLC | 4.3% | 4.43% | #5 | $13.8M | 712,012 | $13.2M | 672,341 | +39,671+5.90% | Add | |
| Wealth Management Strategies, Inc. | 5.24% | 5.94% | #3 | $13.4M | 686,872 | $13.1M | 665,885 | +20,987+3.15% | Add | |
| Denver PWM, LLC | 4.35% | 4.69% | #4 | $13.3M | 684,939 | $13.6M | 694,518 | -9,579-1.38% | Reduce | |
| UBS Group AG | <0.01% | <0.01% | #151 | $13.0M | 665,373 | $13.7M | 692,566 | -27,193-3.93% | Reduce | |
| Probity Advisors, Inc. | 1.68% | 1.71% | #8 | $11.7M | 601,267 | $10.8M | 548,764 | +52,503+9.57% | Add | |
| Legacy Private Trust Co. | 0.62% | 0.66% | #13 | $11.3M | 577,483 | $10.8M | 545,529 | +31,954+5.86% | Add | |
| SHELTON WEALTH MANAGEMENT, LLC | 4.25% | 4.44% | #6 | $10.8M | 554,476 | $10.2M | 515,101 | +39,375+7.64% | Add | |
| NewEdge Advisors, LLC | 0.03% | 0.04% | #79 | $10.6M | 540,886 | $9.9M | 500,133 | +40,753+8.15% | Add | |
| BAILARD, INC. | 0.21% | 0.24% | #31 | $10.5M | 536,041 | $10.6M | 539,401 | -3,360-0.62% | Reduce | |
| Waycross Investment Management Co | 7.9% | 9.81% | #1 | $10.4M | 531,033 | $10.3M | 521,100 | +9,933+1.91% | Add | |
| EIGHT 31 FINANCIAL, LLC | 6.02% | 5.99% | #2 | $10.1M | 517,756 | $9.9M | 503,072 | +14,684+2.92% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #152 | $9.7M | 496,614 | $9.9M | 500,618 | -4,004-0.80% | Reduce | |
| Krilogy Financial LLC | 0.29% | 0.29% | #24 | $9.7M | 495,545 | $9.1M | 462,078 | +33,467+7.24% | Add | |
| Heartwood Wealth Advisors LLC | 0.75% | 0.84% | #12 | $9.6M | 493,754 | $9.6M | 485,730 | +8,024+1.65% | Add | |
| Trust Co | 0.86% | 0.9% | #11 | $9.6M | 490,577 | $9.6M | 485,832 | +4,745+0.98% | Add | |
| MORGAN STANLEY | <0.01% | <0.01% | #159 | $9.4M | 483,015 | $2.4M | 121,868 | +361,147+296.34% | Add | |
| Arax Advisory Partners | 0.06% | — | #62 | $9.0M | 459,994 | $0 | 0 | +459,994 | New Buy | |
| Snowden Capital Advisors LLC | 0.21% | 0.24% | #32 | $8.9M | 454,129 | $8.9M | 449,180 | +4,949+1.10% | Add | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #144 | $8.3M | 426,449 | $16.0M | 811,893 | -385,444-47.47% | Reduce | |
| LPL Financial LLC | <0.01% | <0.01% | #150 | $7.7M | 396,135 | $7.7M | 392,095 | +4,040+1.03% | Add | |
| Cetera Investment Advisers | 0.01% | 0.01% | #118 | $7.0M | 356,942 | $6.3M | 318,637 | +38,305+12.02% | Add | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 0.1% | — | #49 | $6.3M | 322,898 | $0 | 0 | +322,898 | New Buy | |
| REBALANCE, LLC | 0.3% | 0.3% | #22 | $5.8M | 297,499 | $5.2M | 263,421 | +34,078+12.94% | Add | |
| Baird Financial Group, Inc. | 0.01% | 0.01% | #108 | $5.6M | 284,901 | $5.0M | 255,467 | +29,434+11.52% | Add | |
| Stockman Wealth Management, Inc. | 0.56% | 0.58% | #14 | $5.4M | 276,786 | $5.2M | 265,985 | +10,801+4.06% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 0.01% | #115 | $5.3M | 272,855 | $5.0M | 251,225 | +21,630+8.61% | Add | |
| CENTRAL TRUST Co | 0.09% | 0.1% | #52 | $5.2M | 265,398 | $5.0M | 255,658 | +9,740+3.81% | Add | |
| Asset Dedication, LLC | 0.31% | 0.32% | #21 | $4.9M | 253,041 | $4.5M | 229,620 | +23,421+10.20% | Add | |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 0.06% | 0.06% | #61 | $4.6M | 234,846 | $4.3M | 218,396 | +16,450+7.53% | Add | |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 0.19% | 0.24% | #35 | $4.5M | 230,021 | $4.0M | 204,719 | +25,302+12.36% | Add | |
| Accretive Wealth Partners, LLC | 1.01% | 0.95% | #10 | $4.1M | 211,769 | $3.4M | 171,028 | +40,741+23.82% | Add | |
| CHATHAM CAPITAL GROUP, INC. | 0.5% | 0.53% | #15 | $3.9M | 198,375 | $3.7M | 185,995 | +12,380+6.66% | Add | |
| HOWLAND CAPITAL MANAGEMENT LLC | 0.14% | 0.14% | #39 | $3.9M | 197,806 | $3.5M | 175,616 | +22,190+12.64% | Add | |
| Parallel Advisors, LLC | 0.06% | 0.06% | #63 | $3.8M | 196,725 | $3.6M | 181,965 | +14,760+8.11% | Add | |
| Janney Montgomery Scott LLC | 0.01% | 0.01% | #111 | $3.8M | 196,484 | $3.7M | 188,443 | +8,041+4.27% | Add | |
| Integrated Wealth Concepts LLC | 0.02% | 0.02% | #95 | $3.7M | 190,234 | $2.0M | 100,422 | +89,812+89.43% | Add | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | <0.01% | <0.01% | #149 | $3.3M | 169,590 | $2.7M | 137,869 | +31,721+23.01% | Add | |
| BOSTON FAMILY OFFICE LLC | 0.2% | 0.19% | #34 | $3.2M | 164,416 | $2.8M | 142,467 | +21,949+15.41% | Add |