§ EQUITY
USDIBTG
ISHARES IBONDS DEC 2026 TERM
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
139 increased/new, 114 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| HM PAYSON & CO | 5.9M | 2.0% | −10% |
| SUMMITRY LLC | 4.6M | n/a | +202% |
| Kovitz Investment Group Partners, LLC | 4.5M | 2.4% | −4% |
| Bank of America Corp | 4.2M | 0.0% | +5% |
| Morgan Stanley | 4.1M | 0.0% | −49% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.5M | 0.1% | −11% |
◇ AC INTELLIGENCE
Top institutional owners for IBTG as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER82.6% · 286 holders
DEALER / BANK15.5% · 31 holders
INCOME / DEFENSIVE0.8% · 1 holder
PASSIVE / INDEX0.8% · 1 holder
QUALITY / COMPOUNDER0.4% · 2 holders
TACTICAL / MACRO0.0% · 1 holder
SYSTEMATIC / QUANT0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for IBTG in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention IBTG yet.