iShares Ibonds Dec 2035 TTIBTQETF
13F holders, Q4 2025 (December 31)35holders +16
17new positions
2sold out
1famous investor
$25.48avg. 13F price*
At the end of Q4 2025, 35 institutions reported holding iShares Ibonds Dec 2035 TT (IBTQ) in their 13F filings, up 16 from Q3 2025. 17 opened new positions and 2 sold out. The largest holders were Summitry LLC ($25.3M), Confluence Investment Management LLC ($21.3M) and Accretive Wealth Partners, LLC ($3.2M). 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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $8.2M |
| Exits | 2 | $641K |
All 13F filers, Q3 2025 → Q4 2025: 441,763 shares bought and 116,948 shares sold, net +324,815 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| Summitry LLC | 1.06% | Add +3.3% | 992,283 | $25.3M |
| Confluence Investment Management LLC | 0.32% | Reduce -5.8% | 834,372 | $21.3M |
| Accretive Wealth Partners, LLC | 0.96% | Add +3.9% | 126,700 | $3.2M |
| Bell Investment Advisors, Inc | 0.42% | New | 104,891 | $2.7M |
| Probity Advisors, Inc. | 0.33% | Add +118.0% | 81,560 | $2.1M |
| Benjamin Edwards Inc. | 0.02% | New | 77,631 | $2.0M |
| United Capital Financial Advisors, LLC | 0.01% | New | 60,782 | $1.5M |
| BlackRock, Inc. | 0.00% | No change | 50,000 | $1.3M |
| L2 Asset Management, LLC | 0.16% | Add +5.6% | 47,968 | $1.2M |
| Raymond James Financial Inc. | 0.00% | Add +19.1% | 38,413 | $979K |
| Stifel Financial Corp. | 0.00% | Reduce -9.3% | 36,757 | $937K |
| Jane Street Group, LLC | 0.00% | Add +81.1% | 27,308 | $696K |
| Cwm, LLC | 0.00% | No change | 16,102 | $410K |
| Reliant Wealth Planning | 0.12% | No change | 15,407 | $393K |
| Focus Partners Wealth | 0.00% | Add +9.8% | 12,893 | $329K |
| UBS Group AG | 0.00% | Add +5243.3% | 12,824 | $327K |
| LPL Financial LLC | 0.00% | New | 12,653 | $322K |
| Commonwealth Equity Services, LLC | 0.00% | New | 12,509 | $319K |
| Private Advisor Group, LLC | 0.00% | New | 11,150 | $284K |
| HighTower Advisors, LLC | 0.00% | New | 10,868 | $277K |
| Citadel Advisors | 0.00% | Reduce -77.2% | 10,236 | $261K |
| Hyposwiss Advisors SA | 0.22% | — | 8,870 | $226K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +53.1% | 8,650 | $220K |
| Signaturefd, LLC | 0.00% | New | 7,410 | $189K |
| Bank of America Corp. | 0.00% | New | 7,192 | $183K |
| CNB Bank | 0.06% | New | 5,785 | $147K |
| Royal Bank of Canada | 0.00% | Reduce -0.1% | 4,794 | $122K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 4,000 | $102K |
| Atlantic Private Wealth, LLC | 0.06% | New | 3,389 | $86K |
| Comerica Bank | 0.00% | Reduce -37.0% | 2,749 | $70K |
| Morgan Stanley | 0.00% | New | 2,530 | $64K |
| CENTRAL TRUST Co | 0.00% | New | 1,046 | $27K |
| International Assets Investment Management, LLC | 0.00% | New | 955 | $24K |
| Sound Income Strategies, LLC | 0.00% | New | 700 | $18K |
| Wells Fargo & Company | 0.00% | New | 29 | $739 |
"% 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.