§ EQUITY
USDIBTK
ISHARES IBONDS DEC 2030 TREA
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 2.7M | 0.1% | +47% |
| Bank of America Corp | 1.5M | 0.0% | +7% |
| ENVESTNET ASSET MANAGEMENT INC | 1.3M | 0.0% | +8222% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1.2M | 0.1% | +34% |
| TITLEIST ASSET MANAGEMENT, LLC | 1.2M | 1.8% | +6% |
| D.A. DAVIDSON & CO. | 923K | 0.1% | +5% |
◇ AC INTELLIGENCE
Top institutional owners for IBTK 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
OTHER72.9% · 146 holders
DEALER / BANK22.2% · 23 holders
PASSIVE / INDEX2.2% · 1 holder
QUALITY / COMPOUNDER2.0% · 1 holder
INCOME / DEFENSIVE0.4% · 1 holder
TACTICAL / MACRO0.4% · 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 IBTK in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention IBTK yet.