| 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 Sep 2025, 19 institutional investors reported holding 2,317,721 shares of iShares iBonds Dec 2035 Term Treasury ETF - Common Stock (IBTQ). This represents 172% 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 172% 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 | 71% | 960,594 | 1% | $24,524,062 | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 66% | 886,173 | 0.32% | $22,624,085 | |
| Accretive Wealth Partners, LLC | 9% | 121,970 | 0.95% | $3,113,906 | |
| BlackRock, Inc. | 3.7% | 50,000 | 0% | 0% | $1,276,505 |
| L2 Asset Management, LLC | 3.4% | 45,434 | 0.17% | $1,159,935 | |
| CITADEL ADVISORS LLC | 3.3% | 44,922 | 0% | $1,146,863 | |
| STIFEL FINANCIAL CORP | 3% | 40,506 | 0% | $1,034,121 | |
| Probity Advisors, Inc. | 2.8% | 37,406 | 0.15% | $954,979 | |
| RAYMOND JAMES FINANCIAL INC | 2.4% | 32,247 | +60% | 0% | $823,269 |
| FLOW TRADERS U.S. LLC | 1.7% | 23,613 | 0.02% | $603,000 | |
| CWM, LLC | 1.2% | 16,102 | 0% | $411,000 | |
| Reliant Wealth Planning | 1.1% | 15,407 | 0.13% | $393,342 | |
| JANE STREET GROUP, LLC | 1.1% | 15,078 | 0% | $384,943 | |
| Focus Partners Wealth | 0.87% | 11,737 | +5.7% | 0% | $299,647 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.42% | 5,650 | 0% | $144,245 | |
| ROYAL BANK OF CANADA | 0.36% | 4,801 | 0% | $123,000 | |
| COMERICA BANK | 0.32% | 4,360 | 0% | $111,311 | |
| Advisory Services Network, LLC | 0.11% | 1,481 | 0% | $37,810 | |
| UBS Group AG | 0.02% | 240 | 0% | $6,127 | |
| Capital Analysts, LLC | 0% | 0 | -100% | $0 |