iShares Ibonds Dec 2035 TTIBTQETF

13F holders, Q2 2026 (June 30)
47holders +3
12new positions
8sold out
1famous investor
$25.09avg. 13F price*

At the end of Q2 2026, 47 institutions reported holding iShares Ibonds Dec 2035 TT (IBTQ) in their 13F filings, up 3 from Q1 2026. 12 opened new positions and 8 sold out. The largest holders were Confluence Investment Management LLC ($26.2M), Stifel Financial Corp. ($25.7M) and Summitry LLC ($25.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Ibonds Dec 2035 TT
CUSIP
46438G422
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2025: 2Q1 2025Q2 2025: 4Q2 2025Q3 2025: 19Q3 2025Q4 2025: 35Q4 2025Q1 2026: 44Q1 2026Q2 2026: 47Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions12$24.0M
Exits8$1.9M

All 13F filers, Q1 2026 → Q2 2026: 3,250,215 shares bought and 179,031 shares sold, net +3,071,184 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 47 holders

Confluence Investment Management LLC 0.41% Add +29.3% 1,044,548 $26.2M
Stifel Financial Corp. 0.02% Add +756.1% 1,023,757 $25.7M
Summitry LLC 0.84% Add +2.1% 1,018,921 $25.6M
Benjamin Edwards Inc. 0.22% Add +867.7% 968,696 $24.3M
Atlantic Union Bankshares Corp 0.33% New 775,439 $19.5M
LPL Financial LLC 0.00% Add +7.9% 298,976 $7.5M
Morgan Stanley 0.00% Reduce -14.8% 200,933 $5.0M
Probity Advisors, Inc. 0.64% Add +28.4% 177,711 $4.5M
Ameriprise Financial Inc. 0.00% Reduce -9.1% 158,478 $4.0M
Accretive Wealth Partners, LLC 0.96% Add +25.3% 157,881 $4.0M
UBS Group AG 0.00% Add +1.1% 136,155 $3.4M
Envestnet Asset Management Inc. 0.00% Add +28.7% 118,518 $3.0M
United Capital Financial Advisors, LLC 0.02% Add +20.4% 108,778 $2.7M
Mariner, LLC 0.00% New 72,516 $1.8M
Atlantic Private Wealth, LLC 0.95% Add +200.1% 62,095 $1.6M
Bell Investment Advisors, Inc 0.21% Reduce -44.8% 58,304 $1.5M
L2 Asset Management, LLC 0.14% Add +2.3% 53,430 $1.3M
Citadel Advisors 0.00% Add +68.5% 48,272 $1.2M
Raymond James Financial Inc. 0.00% Reduce -2.4% 42,294 $1.1M
Cetera Investment Advisers 0.00% Add +3.7% 36,413 $913K
Royal Bank of Canada 0.00% Add +594.2% 35,319 $885K
Mercer Global Advisors Inc. 0.00% New 34,678 $870K
Bank of America Corp. 0.00% Add +209.6% 25,798 $647K
Northwestern Mutual Wealth Management Co. 0.00% Add +70.6% 21,912 $550K
Snowden Capital Advisors LLC 0.01% No change 17,910 $449K
Bank of New York Mellon Corp 0.00% New 14,320 $359K
Commonwealth Equity Services, LLC 0.00% Add +2.6% 14,061 $353K
Reliant Wealth Planning 0.10% Reduce -10.3% 13,818 $347K
Single Point Partners, LLC 0.06% New 13,219 $332K
Atria Investments, Inc 0.00% New 11,917 $299K
Private Advisor Group, LLC 0.00% No change 11,150 $280K
HighTower Advisors, LLC 0.00% Reduce -1.5% 10,402 $261K
Parcion Private Wealth LLC 0.01% New 9,943 $249K
Signaturefd, LLC 0.00% Add +26.9% 9,403 $236K
Vestmark Advisory Solutions, Inc. 0.00% New 9,204 $231K
Hyposwiss Advisors SA 0.21% No change 8,870 $223K
Focus Partners Wealth 0.00% Reduce -32.5% 8,570 $215K
Krilogy Financial LLC 0.01% New 8,367 $210K
CNB Bank 0.06% Add +5.1% 6,049 $152K
Physician Wealth Advisors, Inc. 0.01% No change 4,000 $100K
Mather Group, Llc. 0.00% New 3,438 $86K
Fiduciary Financial Advisors 0.01% New 3,346 $84K
Fifth Third Bancorp 0.00% Add +0.4% 2,771 $70K
Osaic Holdings, Inc. 0.00% New 1,000 $25K
International Assets Investment Management, LLC 0.00% No change 955 $24K
AE Wealth Management LLC 0.00% No change 887 $22K
CENTRAL TRUST Co 0.00% No change 800 $20K

"% of holder's portfolio" is IBTQ's weight in each manager's 13F, not the share of iShares Ibonds Dec 2035 TT the manager owns.