Latest Period
Q2 2026
Security Snapshot
ISHARES IBONDS DEC 2054 TERM TREASURY ETF - Common Stock (IBGK) Institutional Ownership
CUSIP: 46438G620
13F Institutional Holders and Ownership History from Q2 2024 to Q2 2026
Institutions Reporting
6
Shares (Excl. Options)
145,615
Price
$23.36
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- Security type / class
- Equity / Common Stock
- Symbol
- IBGK
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 145,615
- Total 13F value
- $3,402,280
- Portfolio coverage rank
- 0%
- Share change
- +93,362
- Value change
- +$2,181,394
- Number of holders
- 6
- Shares outstanding
- 250,000
- SEC-reported price per share
- $23.36
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
- IBGK - ISHARES IBONDS DEC 2054 TERM TREASURY ETF - Common Stock is tracked under CUSIP 46438G620.
- 6 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 3 to 6 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $1,226,884 to $3,402,280.
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 6 institutions filings for Q2 2026.
Security key
46438G620
Latest holder period
Q2 2026
13F holders
6
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 46438G620:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
IBGK
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 16% | -40% | $922,400 | 40,000 | 0% | BlackRock Portfolio Management LLC | 30 Jun 2026 |
As of 30 Jun 2026, 6 institutional investors reported holding 145,615 shares of ISHARES IBONDS DEC 2054 TERM TREASURY ETF - Common Stock (IBGK). This represents 58% of the company’s total 250,000 outstanding shares.
13F concentration
Top 6 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
58%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 22% | 56,125 | 0% | $1,311,355 | |
| BlackRock, Inc. | 16% | 40,000 | 0% | 0% | $934,596 |
| JANE STREET GROUP, LLC | 13% | 33,220 | 0% | $776,182 | |
| RAYMOND JAMES FINANCIAL INC | 3.9% | 9,729 | -16% | 0% | $227,317 |
| Tower Research Capital LLC (TRC) | 1.6% | 3,932 | +461% | 0% | $91,871 |
| UBS Group AG | 1% | 2,609 | 0% | $60,959 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
9
Latest
Q2 2026
Rows shown
1-9 of 9
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 145,615 | $3,402,280 | +$2,181,394 | $23.36 | 6 |
| 2026 Q1 | 52,253 | $1,226,884 | -$514,465 | $23.48 | 3 |
| 2025 Q4 | 74,044 | $1,747,069 | +$101,028 | $23.60 | 3 |
| 2025 Q3 | 69,396 | $1,675,462 | -$174,338 | $24.14 | 6 |
| 2025 Q2 | 76,624 | $1,830,440 | -$118,631 | $23.89 | 4 |
| 2025 Q1 | 81,590 | $2,010,835 | -$165,045 | $24.65 | 3 |
| 2024 Q4 | 88,287 | $2,102,334 | -$58,723 | $23.81 | 4 |
| 2024 Q3 | 90,753 | $2,430,066 | -$1,504,089 | $26.78 | 2 |
| 2024 Q2 | 150,059 | $3,762,490 | +$3,762,490 | $25.07 | 3 |