Skip to content
Disclosery

IBTQ ISHARES TR

Follow

IBONDS DEC 2035 (fund)

44 managers (44 13F filers) reported a position in IBTQ shares at 2026-03-31, 3,809,140 shares in all. 12 filers opened a position and 2 filers sold out during the quarter.

Managers
44
13F filers
44
New
12
Added
17
Reduced
6
Sold out
2
Shares held by filers
3,809,140

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC998,029$25.3M0.89%+5,74613F-HR/ATimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC807,886$20.4M0.32%-26,48613F-HRTimeline
LPL Financial LLC277,021$7.01M<0.01%+264,36813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY235,685$5.96M<0.01%+233,15513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC174,258$4.42M<0.01%new13F-HR/ATimelineGroup
Probity Advisors, Inc.138,420$3.5M0.55%+56,86013F-HRTimeline
UBS Group AGin group UBS Group AG134,630$3.41M<0.01%+121,80613F-HRTimelineGroup
Accretive Wealth Partners, LLC125,970$3.19M0.9%-73013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP119,590$3.03M<0.01%+82,83313F-HRTimelineGroup
Bell Investment Advisors, Inc105,554$2.67M0.42%+66313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC100,099$2.53M0.03%+22,46813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC92,084$2.33M<0.01%new13F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…90,328$2.28M0.01%+29,54613F-HRTimelineGroup
L2 Asset Management, LLC52,249$1.32M0.13%+4,28113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC43,319$1.1M<0.01%+4,90613F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…39,177$991K0.03%new13F-HRTimelineGroup
Cetera Investment Advisers35,101$888K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,642$725K<0.01%+18,40613F-HRTimelineGroup
Atlantic Private Wealth, LLC20,689$524K0.34%+17,30013F-HRTimeline
Snowden Capital Advisors LLC17,910$453K0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,805$451K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC16,102$407K<0.01%013F-HRTimelineGroup
Reliant Wealth Planning15,407$390K0.12%013F-HRTimeline
FLOW TRADERS U.S. LLC14,811$375K0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,706$347K<0.01%+1,19713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,842$325K<0.01%+4,19213F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth12,690$321K<0.01%-20313F-HRTimelineGroup
Private Advisor Group, LLC11,150$282K<0.01%013F-HRTimeline
HighTower Advisors, LLC10,564$267K<0.01%-30413F-HRTimeline
Hyposwiss Advisors SA8,870$224K0.22%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,334$211K<0.01%+1,14213F-HRTimelineGroup
SIGNATUREFD, LLC7,410$188K<0.01%013F-HRTimeline
CNB Bank5,757$146K0.06%-2813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,088$129K<0.01%+29413F-HRTimelineGroup
Physician Wealth Advisors, Inc.4,000$101K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,761$69.9K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC1,483$37.5K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…955$24.1K<0.01%013F-HRTimeline
AE Wealth Management LLC887$22.4K<0.01%new13F-HRTimeline
CENTRAL TRUST Co800$20.2K<0.01%-24613F-HRTimeline
Sound Income Strategies, LLC700$17.6K<0.01%013F-HRTimeline
Root Financial Partners, LLC273$6.91K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…75$1.9K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN29$734<0.01%013F-HR/ATimelineGroup