iShares Ibonds Dec 2035 TTIBTQETF

13F holders, Q1 2026 (March 31)
44holders +9
12new positions
2sold out
1famous investor
$25.31avg. 13F price*

At the end of Q1 2026, 44 institutions reported holding iShares Ibonds Dec 2035 TT (IBTQ) in their 13F filings, up 9 from Q4 2025. 12 opened new positions and 2 sold out. The largest holders were Summitry LLC ($25.3M), Confluence Investment Management LLC ($20.4M) and LPL Financial LLC ($7.0M). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions12$10.0M
Exits2$2.0M

All 13F filers, Q4 2025 → Q1 2026: 1,265,788 shares bought and 105,305 shares sold, net +1,160,483 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 44 holders

Summitry LLC 0.89% Add +0.6% 998,029 $25.3M
Confluence Investment Management LLC 0.32% Reduce -3.2% 807,886 $20.4M
LPL Financial LLC 0.00% Add +2089.4% 277,021 $7.0M
Morgan Stanley 0.00% Add +9215.6% 235,685 $6.0M
Ameriprise Financial Inc. 0.00% New 174,258 $4.4M
Probity Advisors, Inc. 0.55% Add +69.7% 138,420 $3.5M
UBS Group AG 0.00% Add +949.8% 134,630 $3.4M
Accretive Wealth Partners, LLC 0.90% Reduce -0.6% 125,970 $3.2M
Stifel Financial Corp. 0.00% Add +225.3% 119,590 $3.0M
Bell Investment Advisors, Inc 0.42% Add +0.6% 105,554 $2.7M
Benjamin Edwards Inc. 0.03% Add +28.9% 100,099 $2.5M
Envestnet Asset Management Inc. 0.00% New 92,084 $2.3M
United Capital Financial Advisors, LLC 0.01% Add +48.6% 90,328 $2.3M
L2 Asset Management, LLC 0.13% Add +8.9% 52,249 $1.3M
Raymond James Financial Inc. 0.00% Add +12.8% 43,319 $1.1M
Tower Research Capital LLC (TRC) 0.03% New 39,177 $991K
Cetera Investment Advisers 0.00% New 35,101 $888K
Citadel Advisors 0.00% Add +179.8% 28,642 $725K
Atlantic Private Wealth, LLC 0.34% Add +510.5% 20,689 $524K
Snowden Capital Advisors LLC 0.01% New 17,910 $453K
Susquehanna International Group, LLP 0.00% New 17,805 $451K
Cwm, LLC 0.00% No change 16,102 $407K
Reliant Wealth Planning 0.12% No change 15,407 $390K
Flow Traders U.S. LLC 0.01% New 14,811 $375K
Commonwealth Equity Services, LLC 0.00% Add +9.6% 13,706 $347K
Northwestern Mutual Wealth Management Co. 0.00% Add +48.5% 12,842 $325K
Focus Partners Wealth 0.00% Reduce -1.6% 12,690 $321K
Private Advisor Group, LLC 0.00% No change 11,150 $282K
HighTower Advisors, LLC 0.00% Reduce -2.8% 10,564 $267K
Hyposwiss Advisors SA 0.22% No change 8,870 $224K
Bank of America Corp. 0.00% Add +15.9% 8,334 $211K
Signaturefd, LLC 0.00% No change 7,410 $188K
CNB Bank 0.06% Reduce -0.5% 5,757 $146K
Royal Bank of Canada 0.00% Add +6.1% 5,088 $129K
Physician Wealth Advisors, Inc. 0.01% No change 4,000 $101K
Fifth Third Bancorp 0.00% New 2,761 $70K
Advisory Services Network, LLC 0.00% New 1,483 $38K
International Assets Investment Management, LLC 0.00% No change 955 $24K
AE Wealth Management LLC 0.00% New 887 $22K
CENTRAL TRUST Co 0.00% Reduce -23.5% 800 $20K
Sound Income Strategies, LLC 0.00% No change 700 $18K
Root Financial Partners, LLC 0.00% New 273 $7K
Signature Resources Capital Management, LLC 0.00% New 75 $2K
Wells Fargo & Company 0.00% No change 29 $734

"% 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.