Vault-13

ISHARES TR IBTR

IBONDS DEC 2036 · ETP · CUSIP 46438G158

11 institutional holders +8 vs Q1 2026
360,946360.9k shares reported held*
$9.0mreported value*
8 new 1 added 1 reduced 0 sold out net bought ≈ $5.9m (+235.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $24.90.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

051015Q1 26: 3Q2 26: 1111Q1 26Q2 26
Numbers
QuarterHolders
Q1 20263
Q2 202611

Biggest buyers

Sanctuary Advisors, LLC New +64,389+64.4k
Atria Investments, Inc New +64,309+64.3k
INSIGNEO ADVISORY SERVICES, LLC New +29,604+29.6k
CITADEL ADVISORS LLC Added +29,583+29.6k
ROYAL BANK OF CANADA New +26,591+26.6k
Snowden Capital Advisors LLC New +16,925+16.9k
Single Point Partners, LLC New +13,318+13.3k
SIGNATUREFD, LLC New +2,010+2.0k
UBS Group AG New +568+568

Biggest sellers

JANE STREET GROUP, LLC Reduced -11,519-11.5k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: BlackRock Portfolio Management LLC (3.1%, 2026-10-05)

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 64,38964.4k $1.6m $1.6m 0.01% New
2 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 64,30964.3k $1.6m $1.6m 0.02% New
3 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 61,47361.5k $1.5m $1.5m 0.00% Added +29.6k +29,583
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 50,00050.0k $1.2m $1.2m 0.00% Unchanged
5 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 31,75931.8k $790.8k $790.8k 0.00% Reduced -11.5k -11,519
6 INSIGNEO ADVISORY SERVICES, LLC 0.03% of their portfolio MIAMI, FL 29,60429.6k $737.1k $737.1k 0.03% New
7 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 26,59126.6k $662.0k $662.0k 0.00% New
8 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 16,92516.9k $421.4k $421.4k 0.01% New
9 Single Point Partners, LLC 0.06% of their portfolio BOSTON, MA 13,31813.3k $331.6k $331.6k 0.06% New
10 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 2,0102.0k $50.0k $50.0k 0.00% New
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 568568 $14.1k $14.1k 0.00% New