Who owns iShares iBonds Dec 2035 Term Treasury ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IBTQ from SEC Form 13F filings across 47 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 47 institutions disclosed 6.9M shares of iShares iBonds Dec 2035 Term Treasury ETF worth $172.2M — about 272.5% of shares outstanding; the largest disclosed holder is CONFLUENCE INVESTMENT MANAGEMENT LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
47
13F holders
$172.2M
value, 2026 filers
272.5%
of shares outstanding (6.9M sh)
12
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IBTQ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 1.0M | $26.2M | 0.4% | 41.5% | +29.3% |
| 2 | STIFEL FINANCIAL CORP | 1.0M | $25.7M | 0.0% | 40.6% | +756.1% |
| 3 | SUMMITRY LLC | 1.0M | $25.6M | 0.8% | 40.4% | +2.1% |
| 4 | BENJAMIN EDWARDS INC | 968,696 | $24.3M | 0.2% | 38.4% | +867.7% |
| 5 | Atlantic Union Bankshares CorpNEW | 775,439 | $19.5M | 0.3% | 30.8% | new |
| 6 | LPL Financial LLC | 298,976 | $7.5M | 0.0% | 11.9% | +7.9% |
| 7 | MORGAN STANLEY | 200,933 | $5.0M | 0.0% | 8% | -14.7% |
| 8 | Probity Advisors, Inc. | 177,711 | $4.5M | 0.6% | 7.1% | +28.4% |
| 9 | AMERIPRISE FINANCIAL INC | 158,478 | $4.0M | 0.0% | 6.3% | -9.1% |
| 10 | Accretive Wealth Partners, LLC | 157,881 | $4.0M | 1.0% | 6.3% | +25.3% |
| 11 | UBS Group AG | 136,155 | $3.4M | 0.0% | 5.4% | +1.1% |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 118,518 | $3.0M | 0.0% | 4.7% | +28.7% |
| 13 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 108,778 | $2.7M | 0.0% | 4.3% | +20.4% |
| 14 | Mariner, LLCNEW | 72,516 | $1.8M | 0.0% | 2.9% | new |
| 15 | Atlantic Private Wealth, LLC | 62,095 | $1.6M | 1.0% | 2.5% | +200.1% |
| 16 | Bell Investment Advisors, Inc | 58,304 | $1.5M | 0.2% | 2.3% | -44.8% |
| 17 | L2 Asset Management, LLC | 53,430 | $1.3M | 0.1% | 2.1% | +2.3% |
| 18 | CITADEL ADVISORS LLC | 48,272 | $1.2M | 0.0% | 1.9% | +68.5% |
| 19 | RAYMOND JAMES FINANCIAL INC | 42,294 | $1.1M | 0.0% | 1.7% | -2.4% |
| 20 | Cetera Investment Advisers | 36,413 | $913,420 | 0.0% | 1.4% | +3.7% |
| 21 | ROYAL BANK OF CANADA | 35,319 | $885,000 | 0.0% | 1.4% | +594.2% |
| 22 | MERCER GLOBAL ADVISORS INC /ADVNEW | 34,678 | $869,898 | 0.0% | 1.4% | new |
| 23 | BANK OF AMERICA CORP /DE/ | 25,798 | $647,143 | 0.0% | 1% | +209.6% |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21,912 | $549,663 | 0.0% | 0.9% | +70.6% |
| 25 | Snowden Capital Advisors LLC | 17,910 | $449,272 | 0.0% | 0.7% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.