Latest Period
Q2 2026
Security Snapshot
iShares iBonds Dec 2036 Term Treasury ETF - Common Stock (IBTR) Institutional Ownership
CUSIP: 46438G158
13F Institutional Holders and Ownership History from Q1 2026 to Q2 2026
Institutions Reporting
11
Shares (Excl. Options)
360,946
Price
$24.90
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- Security type / class
- Equity / Common Stock
- Symbol
- IBTR
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 360,946
- Total 13F value
- $8,986,973
- Portfolio coverage rank
- 0%
- Share change
- +235,778
- Value change
- +$5,870,464
- Number of holders
- 11
- Shares outstanding
- 450,450
- SEC-reported price per share
- $24.48
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- IBTR - iShares iBonds Dec 2036 Term Treasury ETF - Common Stock is tracked under CUSIP 46438G158.
- 11 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 3 to 11 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $3,133,969 to $8,986,973.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 11 institutions filings for Q2 2026.
Security key
46438G158
Latest holder period
Q2 2026
13F holders
11
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 46438G158:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
IBTR
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 11% | -44% | $1,241,000 | 50,000 | 0% | BlackRock Portfolio Management LLC | 30 Jun 2026 |
As of 30 Jun 2026, 11 institutional investors reported holding 360,946 shares of iShares iBonds Dec 2036 Term Treasury ETF - Common Stock (IBTR). This represents 80% of the company’s total 450,450 outstanding shares.
13F concentration
Top 11 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
80%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Sanctuary Advisors, LLC | 14% | 64,389 | 0.01% | $1,603,196 | |
| Atria Investments, Inc | 14% | 64,309 | 0.02% | $1,601,204 | |
| CITADEL ADVISORS LLC | 14% | 61,473 | +93% | 0% | $1,530,592 |
| BlackRock, Inc. | 11% | 50,000 | 0% | 0% | $1,244,930 |
| JANE STREET GROUP, LLC | 7.1% | 31,759 | -27% | 0% | $790,755 |
| INSIGNEO ADVISORY SERVICES, LLC | 6.6% | 29,604 | 0.03% | $737,098 | |
| ROYAL BANK OF CANADA | 5.9% | 26,591 | 0% | $662,000 | |
| Snowden Capital Advisors LLC | 3.8% | 16,925 | 0.01% | $421,409 | |
| Single Point Partners, LLC | 3% | 13,318 | 0.07% | $331,600 | |
| SIGNATUREFD, LLC | 0.45% | 2,010 | 0% | $50,046 | |
| UBS Group AG | 0.13% | 568 | 0% | $14,143 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
2
Latest
Q2 2026
Rows shown
1-2 of 2