iShares iBonds Dec 2026 Term Treasury ETF (IBTG)

ETF ยท Nasdaq

iShares iBonds Dec 2026 Term Treasury ETF (IBTG) is an exchange-traded fund listed on Nasdaq, where it has traded since February 25, 2020.

Type
Exchange-traded fund
Listed On
Nasdaq
Listed Since
February 25, 2020

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 317 institutions reported holding IBTG, with 81.9 million shares worth $1.9 billion in aggregate. The largest reported holder was HM Payson &, with 5.7 million shares worth $129.5 million. Of the 5 largest holders listed below, 2 added shares and 3 reduced their positions during the quarter.

InstitutionSharesValueQuarter change
HM Payson &5,657,354$129MReduced 4.25%
Bank of America4,303,932$99MAdded 3.62%
Morgan Stanley3,991,582$91MReduced 2.15%
Kovitz Investment Group Partners3,459,551$79MReduced 23.95%
Integrated Wealth Concepts2,826,071$65MAdded 77.11%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is IBTG?

iShares iBonds Dec 2026 Term Treasury ETF (IBTG) is an exchange-traded fund listed on Nasdaq, where it has traded since February 25, 2020.

Who are the largest institutional holders of IBTG?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of IBTG were HM Payson &, Bank of America and Morgan Stanley.

How many institutions own IBTG?

317 institutions reported a position in IBTG for the quarter ended June 30, 2026, worth $1.9 billion in total.

Did institutions buy or sell IBTG last quarter?

Of the 5 largest reported holders, 2 added shares and 3 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for IBTG.

Every reported institutional holder, plus insider and congressional trades in IBTG, on SentiSense.