IBTQiShares iBonds Dec 2035 Term T
CUSIP 46438G422 · Yahoo Finance ↗ · Google Finance ↗
Ishares Ibonds Dec 2035 Term T (IBTQ) has 2 institutional holders in Filings Flow’s 13F database, together reporting 3.58M shares worth $90M as of Q1 2026. The largest reported holders are Confluence Investment Management LLC, Summitry LLC, and Lpl Financial LLC.
Institutional Holders
2
Q1 2026
Reported Value
$26M
Ticker
IBTQ
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Accretive Wealth Partners, LLC$356M AUM | 0.90% | $3M | 126.0K | Q1 2026OLDER |
| SUMMITRY LLC$2.8B AUM | 0.89% | $25M | 998.0K | Q1 2026OLDER |
| Probity Advisors, Inc.$631M AUM | 0.55% | $4M | 138.4K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.42% | $3M | 105.6K | Q1 2026OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.41% | $26M | 1.04M | Q2 2026 |
| Atlantic Private Wealth, LLC$153M AUM | 0.34% | $523,518 | 20.7K | Q1 2026OLDER |
| Hyposwiss Advisors SA$101M AUM | 0.22% | $224,443 | 8.9K | Q1 2026OLDER |
| L2 Asset Management, LLC$1.1B AUM | 0.13% | $1M | 52.2K | Q1 2026OLDER |
| Reliant Wealth Planning$331M AUM | 0.12% | $389,853 | 15.4K | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.06% | $145,673 | 5.8K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.03% | $991,319 | 39.2K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.03% | $3M | 100.1K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.01% | $101,215 | 4.0K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $2M | 90.3K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $453,187 | 17.9K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $187,500 | 7.4K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 119.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $7M | 277.0K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $24,056 | 955 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $282,135 | 11.2K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $407,439 | 16.1K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $4M | 174.3K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $888,182 | 35.1K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.00% | $1,898 | 75 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $17,633 | 700 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 92.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $3M | 134.6K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $37,526 | 1.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $346,814 | 13.7K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $20,243 | 800 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $321,103 | 12.7K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 43.3K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $6,908 | 273 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $267,306 | 10.6K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $70,045 | 2.7K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $324,949 | 12.8K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $69,863 | 2.8K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $22,444 | 887 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $724,746 | 28.6K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $695,808 | 27.3K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $450,531 | 17.8K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $129,000 | 5.1K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $1M | 50.0K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $210,884 | 8.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $64,464 | 2.5K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $734 | 29 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.