Who Owns iShares iBonds Dec 2026 Term Treasury ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares iBonds Dec 2026 Term Treasury ETF.
Who crossed 5% of IBTG →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Apella Capital, LLCIBONDS 26 TRM TS645.8K shtrimmed | $14.7M |
| TITLEIST ASSET MANAGEMENT, LLCIBONDS 26 TRM TS386.2K shadded | $8.8M |
| Gradient Investments LLCIBONDS 26 TRM TS253.3K shadded | $5.8M |
| Delta Wealth Advisors LLCIBONDS 26 TRM TS128.7K shtrimmed | $2.9M |
| Trust CoETF60.3K shheld | $1.4M |
| Wealth Enhancement Trust Services, Inc.IBONDS 26 TRM TS60K sh— | $1.4M |
| Horizons Wealth ManagementETF44.4K shtrimmed | $1M |
| Prosperity Planning, Inc.IBONDS 26 TRM TS41.8K shadded | $955.9K |
| Cambridge Financial Group, LLCIBONDS 26 TRM TS30.6K shheld | $700.4K |
| Conrad Siegel Investment Advisors, Inc.IBONDS 26 TRM TS26.8K shadded | $612.4K |
| Farther Finance Advisors, LLCETF25.8K shtrimmed | $590.5K |
| Heartwood Wealth Advisors LLCETF15.5K shheld | $354.4K |
| Decker Wealth Management LLCIBONDS 26 TRM TS14.1K shheld | $321.9K |
| Cooper Financial GroupIBONDS 26 TRM TS10.8K shadded | $246K |
| Bank of New HampshireIBONDS 26 TRM TS492 sh— | $11.3K |
| GILPIN WEALTH MANAGEMENT, LLCIBONDS 26 TRM TS125 shheld | $2.9K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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