Latest Period
Q2 2026
Security Snapshot
iShares iBonds Dec 2035 Term Treasury ETF - Common Stock (IBTQ) Institutional Ownership
CUSIP: 46438G422
13F Institutional Holders and Ownership History from Q1 2025 to Q2 2026
Institutions Reporting
48
Shares (Excl. Options)
6,868,857
Price
$25.08
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- Security type / class
- Equity / Common Stock
- Symbol
- IBTQ
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 6,868,857
- Total 13F value
- $172,313,006
- Portfolio coverage rank
- 0%
- Share change
- +3,075,819
- Value change
- +$77,137,939
- Number of holders
- 48
- Shares outstanding
- 1,351,351
- SEC-reported price per share
- $24.71
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- IBTQ - iShares iBonds Dec 2035 Term Treasury ETF - Common Stock is tracked under CUSIP 46438G422.
- 48 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 44 to 48 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $96,394,805 to $172,313,006.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 48 institutions filings for Q2 2026.
Security key
46438G422
Latest holder period
Q2 2026
13F holders
48
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 46438G422:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
IBTQ
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 3.7% | -85% | $1,244,500 | 50,000 | 0% | BlackRock Portfolio Management LLC | 31 Jul 2025 |
As of 30 Jun 2026, 48 institutional investors reported holding 6,868,857 shares of iShares iBonds Dec 2035 Term Treasury ETF - Common Stock (IBTQ). This represents 508% of the company’s total 1,351,351 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
496%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 77% | 1,044,548 | +29% | 0.41% | $26,202,487 |
| STIFEL FINANCIAL CORP | 76% | 1,023,757 | +756% | 0.02% | $25,680,964 |
| SUMMITRY LLC | 75% | 1,018,921 | +2.1% | 0.84% | $25,559,625 |
| BENJAMIN EDWARDS INC | 72% | 968,696 | +868% | 0.22% | $24,299,219 |
| Atlantic Union Bankshares Corp | 57% | 775,439 | 0.33% | $19,451,890 | |
| LPL Financial LLC | 22% | 298,976 | +7.9% | 0% | $7,499,812 |
| MORGAN STANLEY | 15% | 200,933 | -15% | 0% | $5,040,404 |
| Probity Advisors, Inc. | 13% | 177,711 | +28% | 0.64% | $4,457,883 |
| AMERIPRISE FINANCIAL INC | 12% | 158,478 | -9.1% | 0% | $3,986,053 |
| Accretive Wealth Partners, LLC | 12% | 157,881 | +25% | 0.96% | $3,960,445 |
| UBS Group AG | 10% | 136,155 | +1.1% | 0% | $3,415,448 |
| ENVESTNET ASSET MANAGEMENT INC | 8.8% | 118,518 | +29% | 0% | $2,973,024 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8% | 108,778 | +20% | 0.02% | $2,727,425 |
| Mariner, LLC | 5.4% | 72,516 | 0% | $1,819,064 | |
| Atlantic Private Wealth, LLC | 4.6% | 62,095 | +200% | 0.95% | $1,557,646 |
| Bell Investment Advisors, Inc | 4.3% | 58,304 | -45% | 0.21% | $1,462,550 |
| L2 Asset Management, LLC | 4% | 53,430 | +2.3% | 0.14% | $1,340,304 |
| CITADEL ADVISORS LLC | 3.6% | 48,272 | +69% | 0% | $1,210,903 |
| RAYMOND JAMES FINANCIAL INC | 3.1% | 42,294 | -2.4% | 0% | $1,060,945 |
| Cetera Investment Advisers | 2.7% | 36,413 | +3.7% | 0% | $913,420 |
| ROYAL BANK OF CANADA | 2.6% | 35,319 | +594% | 0% | $885,000 |
| MERCER GLOBAL ADVISORS INC /ADV | 2.6% | 34,678 | 0% | $869,898 | |
| BANK OF AMERICA CORP /DE/ | 1.9% | 25,798 | +210% | 0% | $647,143 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.6% | 21,912 | +71% | 0% | $549,663 |
| Snowden Capital Advisors LLC | 1.3% | 17,910 | 0% | 0.01% | $449,272 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
6
Latest
Q2 2026
Rows shown
1-6 of 6
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 6,868,857 | $172,313,006 | +$77,137,939 | $25.08 | 48 |
| 2026 Q1 | 3,809,140 | $96,394,805 | +$29,362,682 | $25.30 | 44 |
| 2025 Q4 | 2,651,406 | $67,557,112 | +$8,274,597 | $25.48 | 35 |
| 2025 Q3 | 2,317,721 | $59,172,150 | +$57,055,238 | $25.53 | 19 |
| 2025 Q2 | 82,918 | $2,097,839 | -$407,910 | $25.30 | 4 |
| 2025 Q1 | 99,229 | $2,501,404 | +$2,501,404 | $25.21 | 2 |