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IBTQ ISHARES TR

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IBONDS DEC 2035 (fund)

19 managers (19 13F filers) reported a position in IBTQ shares at 2025-09-30, 2,317,721 shares in all. 16 filers opened a position and 1 filer sold out during the quarter.

Managers
19
13F filers
19
New
16
Added
2
Reduced
0
Sold out
1
Shares held by filers
2,317,721

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SUMMITRY LLC960,594$24.5M1.04%new13F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC886,173$22.6M0.32%new13F-HRTimeline
Accretive Wealth Partners, LLC121,970$3.11M0.95%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.50,000$1.28M<0.01%013F-HRTimelineGroup
L2 Asset Management, LLC45,434$1.16M0.17%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC44,922$1.15M<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP40,506$1.03M<0.01%new13F-HRTimelineGroup
Probity Advisors, Inc.37,406$955K0.15%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC32,247$823K<0.01%+12,11913F-HRTimelineGroup
FLOW TRADERS U.S. LLC23,613$603K0.02%new13F-HRTimeline
CWM, LLCin group CWM, LLC16,102$411K<0.01%new13F-HRTimelineGroup
Reliant Wealth Planning15,407$393K0.13%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,078$385K<0.01%new13F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth11,737$300K<0.01%+63113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,650$144K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,801$123K<0.01%new13F-HRTimelineGroup
COMERICA BANK4,360$111K<0.01%new13F-HRTimeline
Advisory Services Network, LLC1,481$37.8K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG240$6.13K<0.01%new13F-HRTimelineGroup