| 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 31 Dec 2025, 34 institutional investors reported holding 2,546,515 shares of iShares iBonds Dec 2035 Term Treasury ETF - Common Stock (IBTQ). This represents 188% of the company’s total 1,351,351 outstanding shares.
The largest institutional shareholders of iShares iBonds Dec 2035 Term Treasury ETF - Common Stock (IBTQ) together control 187% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| SUMMITRY LLC | 73% | 992,283 | +3.3% | 1.1% | $25,283,371 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 62% | 834,372 | -5.8% | 0.32% | $21,259,799 |
| Accretive Wealth Partners, LLC | 9.4% | 126,700 | +3.9% | 0.96% | $3,228,316 |
| Probity Advisors, Inc. | 6% | 81,560 | +118% | 0.33% | $2,078,149 |
| BENJAMIN EDWARDS INC | 5.7% | 77,631 | 0.02% | $1,977,790 | |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4.5% | 60,782 | 0.01% | $1,548,721 | |
| BlackRock, Inc. | 3.7% | 50,000 | 0% | 0% | $1,274,000 |
| L2 Asset Management, LLC | 3.5% | 47,968 | +5.6% | 0.16% | $1,222,217 |
| RAYMOND JAMES FINANCIAL INC | 2.8% | 38,413 | +19% | 0% | $978,763 |
| STIFEL FINANCIAL CORP | 2.7% | 36,757 | -9.3% | 0% | $936,567 |
| JANE STREET GROUP, LLC | 2% | 27,308 | +81% | 0% | $695,808 |
| CWM, LLC | 1.2% | 16,102 | 0% | 0% | $410,000 |
| Reliant Wealth Planning | 1.1% | 15,407 | 0% | 0.12% | $392,570 |
| Focus Partners Wealth | 0.95% | 12,893 | +9.8% | 0% | $328,514 |
| UBS Group AG | 0.95% | 12,824 | +5243% | 0% | $326,756 |
| LPL Financial LLC | 0.94% | 12,653 | 0% | $322,398 | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.93% | 12,509 | 0% | $318,730 | |
| Private Advisor Group, LLC | 0.83% | 11,150 | 0% | $284,102 | |
| HighTower Advisors, LLC | 0.8% | 10,868 | 0% | $276,926 | |
| CITADEL ADVISORS LLC | 0.76% | 10,236 | -77% | 0% | $260,813 |
| Hyposwiss Advisors SA | 0.66% | 8,870 | 0% | 0.22% | $226,008 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.64% | 8,650 | +53% | 0% | $220,402 |
| SIGNATUREFD, LLC | 0.55% | 7,410 | 0% | $188,807 | |
| BANK OF AMERICA CORP /DE/ | 0.53% | 7,192 | 0% | $183,252 | |
| CNB Bank | 0.43% | 5,785 | 0.06% | $147,402 |