ISHARES IBONDS DEC 2035 TT (IBTQ) Institutional Shareholders
ISHARES IBONDS DEC 2035 TT (IBTQ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $170.31M in IBTQ holdings during the latest filing period.
Confluence Investment Management Llc is currently the largest disclosed institutional shareholder of IBTQ tracked by InsiderSet, reporting ownership valued at approximately $26.20M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $25.13M, representing an estimated loss of -4.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed IBTQ value among the investors covered in this analysis. Major shareholders include Confluence Investment Management Llc, Stifel Financial Corp, Summitry Llc, and several other long-term asset managers with concentrated positions in ISHARES IBONDS DEC 2035 TT (IBTQ).
This page ranks the largest institutional IBTQ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
44
Total Reported Value
$170.31M
Largest Holder
Confluence Investment Management Llc
Largest Position
$26.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Confluence Investment Management Llc | 0.41% | 1,044,548 | $26,202,487 | $25,131,825 | -$1,070,662 | -4.09% | |
| Stifel Financial Corp | 0.02% | 1,023,757 | $25,680,964 | $24,631,593 | -$1,049,371 | -4.09% | |
| Summitry Llc | 0.84% | 1,018,921 | $25,559,625 | $24,515,239 | -$1,044,386 | -4.09% | |
| Benjamin Edwards Inc | 0.22% | 968,696 | $24,299,219 | $23,306,826 | -$992,393 | -4.08% | |
| Atlantic Union Bankshares Corp | 0.33% | 775,439 | $19,451,890 | $18,657,062 | -$794,828 | -4.09% | |
| Lpl Financial Llc | 0.00% | 298,976 | $7,499,812 | $7,193,363 | -$306,449 | -4.09% | |
| Morgan Stanley | 0.00% | 200,933 | $5,040,404 | $4,834,448 | -$205,956 | -4.09% | |
| Probity Advisors, Inc. | 0.64% | 177,711 | $4,457,883 | $4,275,727 | -$182,156 | -4.09% | |
| Ameriprise Financial Inc | 0.00% | 158,478 | $3,986,053 | $3,812,981 | -$173,072 | -4.34% | |
| Accretive Wealth Partners, Llc | 0.96% | 157,881 | $3,960,445 | $3,798,617 | -$161,828 | -4.09% | |
| Ubs Group Ag | 0.00% | 136,155 | $3,415,448 | $3,275,889 | -$139,559 | -4.09% | |
| Envestnet Asset Management Inc | 0.00% | 118,518 | $2,973,024 | $2,851,543 | -$121,481 | -4.09% | |
| United Capital Financial Advisors, Llc | 0.02% | 108,778 | $2,727,425 | $2,617,199 | -$110,226 | -4.04% | |
| Mariner, Llc | 0.00% | 72,516 | $1,819,064 | $1,744,735 | -$74,329 | -4.09% | |
| Atlantic Private Wealth, Llc | 0.95% | 62,095 | $1,557,646 | $1,494,006 | -$63,640 | -4.09% | |
| L2 Asset Management, Llc | 0.14% | 53,430 | $1,340,304 | $1,285,526 | -$54,778 | -4.09% | |
| Citadel Advisors Llc | 0.00% | 48,272 | $1,210,903 | $1,161,424 | -$49,479 | -4.09% | |
| Raymond James Financial Inc | 0.00% | 42,294 | $1,060,945 | $1,017,594 | -$43,351 | -4.09% | |
| Cetera Investment Advisers | 0.00% | 36,413 | $913,420 | $876,097 | -$37,323 | -4.09% | |
| Royal Bank Of Canada | 0.00% | 35,319 | $885,000 | $849,775 | -$35,225 | -3.98% | |
| Mercer Global Advisors Inc | 0.00% | 34,678 | $869,898 | $834,353 | -$35,545 | -4.09% | |
| Bank Of America Corp | 0.00% | 25,798 | $647,143 | $620,700 | -$26,443 | -4.09% | |
| Snowden Capital Advisors Llc | 0.01% | 17,910 | $449,272 | $430,915 | -$18,357 | -4.09% | |
| Cwm, Llc | 0.00% | 16,102 | $407,439 | $387,414 | -$20,025 | -4.91% | |
| Bank Of New York Mellon Corp | 0.00% | 14,320 | $359,217 | $344,539 | -$14,678 | -4.09% | |
| Commonwealth Equity Services, Llc | 0.00% | 14,061 | $352,721 | $338,308 | -$14,413 | -4.09% | |
| Reliant Wealth Planning | 0.10% | 13,818 | $346,624 | $332,461 | -$14,163 | -4.09% | |
| Single Point Partners, Llc | 0.06% | 13,219 | $331,599 | $318,049 | -$13,550 | -4.09% | |
| Atria Investments, Inc | 0.00% | 11,917 | $298,938 | $286,723 | -$12,215 | -4.09% | |
| Private Advisor Group, Llc | 0.00% | 11,150 | $279,698 | $268,269 | -$11,429 | -4.09% | |
| Parcion Private Wealth Llc | 0.01% | 9,943 | $249,424 | $239,229 | -$10,195 | -4.09% | |
| Signaturefd, Llc | 0.00% | 9,403 | $235,874 | $226,236 | -$9,638 | -4.09% | |
| Vestmark Advisory Solutions, Inc. | 0.00% | 9,204 | $230,884 | $221,448 | -$9,436 | -4.09% | |
| Hyposwiss Advisors Sa | 0.21% | 8,870 | $222,504 | $213,412 | -$9,092 | -4.09% | |
| Focus Partners Wealth | 0.00% | 8,570 | $214,979 | $206,194 | -$8,785 | -4.09% | |
| Krilogy Financial Llc | 0.01% | 8,367 | $209,887 | $201,310 | -$8,577 | -4.09% | |
| Cnb Bank | 0.06% | 6,049 | $151,739 | $145,539 | -$6,200 | -4.09% | |
| Physician Wealth Advisors, Inc. | 0.01% | 4,000 | $100,340 | $96,240 | -$4,100 | -4.09% | |
| Mather Group, Llc. | 0.00% | 3,438 | $86,242 | $82,718 | -$3,524 | -4.09% | |
| Action Point Financial Planning, Llc | 0.01% | 3,346 | $83,902 | $80,505 | -$3,397 | -4.05% | |
| Fifth Third Bancorp | 0.00% | 2,771 | $69,511 | $66,670 | -$2,841 | -4.09% | |
| Osaic Holdings, Inc. | 0.00% | 1,000 | $25,090 | $24,060 | -$1,030 | -4.11% | |
| International Assets Investment Management, Llc | 0.00% | 955 | $23,822 | $22,977 | -$845 | -3.55% | |
| Central Trust Co | 0.00% | 800 | $20,068 | $19,248 | -$820 | -4.09% |
Frequently asked questions about IBTQ
Who owns the most IBTQ stock?
The largest holders of IBTQ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES IBONDS DEC 2035 TT (IBTQ).
Is IBTQ widely held by superinvestors?
Many widely followed stocks like IBTQ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBTQ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.