Ishares Trust Ibonds Dec 2031 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% | #77 | $51.4M | 2.5M | $60.4M | 3.0M | -414,766-14.02% | Reduce | |
| TRUE Private Wealth Advisors | 2.94% | 3.62% | #2 | $34.1M | 1.7M | $38.0M | 1.9M | -173,607-9.32% | Reduce | |
| BlackRock, Inc. | <0.01% | — | #124 | $26.4M | 1.3M | $0 | 0 | +1.3M | New Buy | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 0.35% | — | #17 | $22.2M | 1.1M | $0 | 0 | +1.1M | New Buy | |
| TITLEIST ASSET MANAGEMENT, LLC | 1.35% | 1.47% | #9 | $20.0M | 990,421 | $19.5M | 955,082 | +35,339+3.70% | Add | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #110 | $18.4M | 913,630 | $16.1M | 788,860 | +124,770+15.82% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #88 | $18.0M | 892,700 | $17.5M | 857,874 | +34,826+4.06% | Add | |
| Krilogy Financial LLC | 0.45% | 0.46% | #16 | $15.2M | 753,026 | $14.4M | 705,440 | +47,586+6.75% | Add | |
| MORGAN STANLEY | <0.01% | <0.01% | #113 | $14.8M | 730,848 | $14.8M | 720,725 | +10,123+1.40% | Add | |
| NewEdge Advisors, LLC | 0.04% | 0.05% | #47 | $13.7M | 676,777 | $13.0M | 638,564 | +38,213+5.98% | Add | |
| AMERIPRISE FINANCIAL INC | <0.01% | <0.01% | #96 | $13.2M | 655,984 | $13.3M | 652,473 | +3,511+0.54% | Add | |
| Probity Advisors, Inc. | 1.61% | 1.63% | #8 | $11.3M | 558,788 | $10.3M | 503,140 | +55,648+11.06% | Add | |
| SHELTON WEALTH MANAGEMENT, LLC | 4.25% | 4.43% | #1 | $10.8M | 536,805 | $10.1M | 495,824 | +40,981+8.27% | Add | |
| MERCER GLOBAL ADVISORS INC /ADV | 0.01% | 0.01% | #71 | $9.8M | 484,813 | $4.7M | 232,834 | +251,979+108.22% | Add | |
| PARK AVENUE SECURITIES LLC | 0.06% | 0.09% | #39 | $9.5M | 470,144 | $11.0M | 541,312 | -71,168-13.15% | Reduce | |
| Legacy Private Trust Co. | 0.51% | 0.54% | #15 | $9.2M | 455,751 | $8.7M | 428,215 | +27,536+6.43% | Add | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #101 | $9.0M | 445,255 | $7.5M | 366,986 | +78,269+21.33% | Add | |
| Snowden Capital Advisors LLC | 0.19% | 0.22% | #22 | $8.2M | 406,659 | $8.2M | 400,392 | +6,267+1.57% | Add | |
| Headland Capital, LLC | 2.02% | 2.15% | #5 | $8.2M | 405,441 | $7.6M | 374,930 | +30,511+8.14% | Add | |
| HighTower Advisors, LLC | 0.01% | 0.01% | #78 | $8.1M | 399,026 | $7.3M | 357,981 | +41,045+11.47% | Add | |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 0.04% | 0.05% | #46 | $8.0M | 396,107 | $7.4M | 363,176 | +32,931+9.07% | Add | |
| FORONJY FINANCIAL LLC | 2.5% | 2.68% | #3 | $6.8M | 337,588 | $6.5M | 316,496 | +21,092+6.66% | Add | |
| SPRENG CAPITAL MANAGEMENT, INC. | 2.31% | 2.94% | #4 | $6.4M | 314,831 | $6.2M | 305,422 | +9,409+3.08% | Add | |
| FAGAN ASSOCIATES, INC. | 0.69% | 0.77% | #12 | $5.6M | 277,458 | $5.6M | 272,203 | +5,255+1.93% | Add | |
| Stockman Wealth Management, Inc. | 0.55% | 0.57% | #14 | $5.3M | 264,766 | $5.1M | 252,186 | +12,580+4.99% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #114 | $5.1M | 253,349 | $6.0M | 293,263 | -39,914-13.61% | Reduce | |
| Asset Dedication, LLC | 0.31% | 0.3% | #18 | $4.9M | 242,011 | $4.3M | 210,507 | +31,504+14.97% | Add | |
| Yoder Wealth Management, Inc. | 1.78% | 2.08% | #7 | $4.6M | 226,174 | $4.6M | 223,634 | +2,540+1.14% | Add | |
| UBS Group AG | <0.01% | <0.01% | #118 | $4.5M | 224,307 | $4.3M | 210,729 | +13,578+6.44% | Add | |
| Parallel Advisors, LLC | 0.07% | 0.07% | #36 | $4.3M | 215,153 | $4.1M | 200,701 | +14,452+7.20% | Add | |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 0.18% | 0.26% | #23 | $4.2M | 209,387 | $4.3M | 209,989 | -602-0.29% | Reduce | |
| Accretive Wealth Partners, LLC | 1.01% | 0.95% | #10 | $4.1M | 205,085 | $3.4M | 165,612 | +39,473+23.83% | Add | |
| Whalen Wealth Management Inc. | 1.83% | 2.19% | #6 | $4.1M | 201,860 | $4.1M | 200,556 | +1,304+0.65% | Add | |
| CENTRAL TRUST Co | 0.07% | 0.07% | #35 | $3.8M | 187,041 | $3.5M | 173,481 | +13,560+7.82% | Add | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #125 | $3.4M | 169,612 | $2.3M | 110,412 | +59,200+53.62% | Add | |
| OneDigital Investment Advisors LLC | 0.03% | 0.04% | #55 | $3.4M | 168,327 | $3.7M | 181,499 | -13,172-7.26% | Reduce | |
| STIFEL FINANCIAL CORP | <0.01% | <0.01% | #97 | $3.2M | 158,390 | $3.3M | 161,562 | -3,172-1.96% | Reduce | |
| Janney Montgomery Scott LLC | 0.01% | 0.01% | #85 | $3.2M | 157,222 | $3.1M | 149,914 | +7,308+4.87% | Add | |
| BOSTON FAMILY OFFICE LLC | 0.17% | 0.17% | #24 | $2.8M | 139,397 | $2.5M | 123,346 | +16,051+13.01% | Add | |
| Integrated Wealth Concepts LLC | 0.01% | 0.01% | #69 | $2.7M | 136,028 | $1.2M | 58,402 | +77,626+132.92% | Add | |
| D.A. DAVIDSON & CO. | 0.01% | 0.01% | #68 | $2.7M | 133,676 | $2.2M | 106,550 | +27,126+25.46% | Add | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | <0.01% | <0.01% | #109 | $2.6M | 127,242 | $2.5M | 121,290 | +5,952+4.91% | Add | |
| LPL Financial LLC | <0.01% | <0.01% | #123 | $1.9M | 92,600 | $2.0M | 96,475 | -3,875-4.02% | Reduce | |
| HOWLAND CAPITAL MANAGEMENT LLC | 0.06% | 0.07% | #38 | $1.7M | 86,561 | $1.8M | 86,261 | +300+0.35% | Add | |
| Valmark Advisers, Inc. | 0.02% | 0.01% | #63 | $1.7M | 83,711 | $1.2M | 57,509 | +26,202+45.56% | Add | |
| Cetera Investment Advisers | <0.01% | <0.01% | #108 | $1.7M | 82,940 | $1.6M | 79,801 | +3,139+3.93% | Add | |
| Smartleaf Asset Management LLC | 0.05% | 0.05% | #43 | $1.5M | 72,236 | $1.5M | 72,236 | 00.00% | Unchanged | |
| EIGHT 31 FINANCIAL, LLC | 0.82% | 0.8% | #11 | $1.4M | 68,555 | $1.3M | 65,178 | +3,377+5.18% | Add | |
| L2 Asset Management, LLC | 0.14% | 0.13% | #27 | $1.3M | 66,158 | $1.3M | 64,688 | +1,470+2.27% | Add | |
| Allworth Financial LP | 0.01% | <0.01% | #86 | $1.2M | 61,664 | $20,746 | 1,017 | +60,647+5,963.32% | Add |