IBTQ Institutional Ownership & Shareholders
ISHARES IBONDS DEC 2035 TT (IBTQ) is currently held by 48 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $173.78M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Stifel Financial Corp is currently the largest disclosed institutional shareholder of IBTQ tracked by InsiderSet, reporting ownership valued at approximately $25.68M 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 $24.73M, representing an estimated loss of -3.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed IBTQ value among the investors covered in this analysis. Major shareholders include Stifel Financial Corp, Summitry Llc, Benjamin Edwards Inc, 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
48
Total Reported Value
$173.78M
Largest Holder
Stifel Financial Corp
Largest Position
$25.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
65
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Stifel Financial Corp | 0.02% | 1,023,757 | $25,680,964 | $24,728,850 | -$952,114 | -3.71% | |
| Summitry Llc | 0.84% | 1,018,921 | $25,559,625 | $24,612,037 | -$947,588 | -3.71% | |
| Benjamin Edwards Inc | 0.22% | 968,696 | $24,299,219 | $23,398,852 | -$900,367 | -3.71% | |
| Confluence Investment Management Llc | 0.40% | 1,019,464 | $24,087,397 | $24,625,153 | +$537,756 | +2.23% | |
| Atlantic Union Bankshares Corp | 0.33% | 775,439 | $19,451,890 | $18,730,729 | -$721,161 | -3.71% | |
| Lpl Financial Llc | 0.00% | 298,976 | $7,499,812 | $7,221,765 | -$278,047 | -3.71% | |
| Morgan Stanley | 0.00% | 200,933 | $5,040,404 | $4,853,537 | -$186,867 | -3.71% | |
| Probity Advisors, Inc. | 0.69% | 204,976 | $4,843,075 | $4,951,195 | +$108,120 | +2.23% | |
| Ameriprise Financial Inc | 0.00% | 158,478 | $3,986,053 | $3,828,036 | -$158,017 | -3.96% | |
| Accretive Wealth Partners, Llc | 0.96% | 157,881 | $3,960,445 | $3,813,616 | -$146,829 | -3.71% | |
| Ubs Group Ag | 0.00% | 136,155 | $3,415,448 | $3,288,824 | -$126,624 | -3.71% | |
| Envestnet Asset Management Inc | 0.00% | 118,518 | $2,973,024 | $2,862,802 | -$110,222 | -3.71% | |
| United Capital Financial Advisors, Llc | 0.02% | 108,778 | $2,727,425 | $2,627,533 | -$99,892 | -3.66% | |
| Choreo, Llc | 0.02% | 86,718 | $2,048,939 | $2,094,673 | +$45,734 | +2.23% | |
| Atria Investments, Inc | 0.02% | 77,441 | $1,829,738 | $1,870,587 | +$40,849 | +2.23% | |
| Mariner, Llc | 0.00% | 72,516 | $1,819,064 | $1,751,624 | -$67,440 | -3.71% | |
| Atlantic Private Wealth, Llc | 0.95% | 62,095 | $1,557,646 | $1,499,905 | -$57,741 | -3.71% | |
| Bell Investment Advisors, Inc | 0.20% | 58,917 | $1,392,068 | $1,423,140 | +$31,072 | +2.23% | |
| L2 Asset Management, Llc | 0.14% | 53,430 | $1,340,304 | $1,290,602 | -$49,702 | -3.71% | |
| Citadel Advisors Llc | 0.00% | 48,272 | $1,210,903 | $1,166,010 | -$44,893 | -3.71% | |
| Raymond James Financial Inc | 0.00% | 42,294 | $1,060,945 | $1,021,612 | -$39,333 | -3.71% | |
| Cetera Investment Advisers | 0.00% | 36,413 | $913,420 | $879,556 | -$33,864 | -3.71% | |
| Royal Bank Of Canada | 0.00% | 35,319 | $885,000 | $853,130 | -$31,870 | -3.60% | |
| Mercer Global Advisors Inc | 0.00% | 34,678 | $869,898 | $837,647 | -$32,251 | -3.71% | |
| Bank Of America Corp | 0.00% | 25,798 | $647,143 | $623,151 | -$23,992 | -3.71% | |
| Snowden Capital Advisors Llc | 0.01% | 17,910 | $449,272 | $432,616 | -$16,656 | -3.71% | |
| Kestra Advisory Services, Llc | 0.00% | 18,755 | $443,135 | $453,027 | +$9,892 | +2.23% | |
| Cwm, Llc | 0.00% | 16,102 | $407,439 | $388,944 | -$18,495 | -4.54% | |
| Bank Of New York Mellon Corp | 0.00% | 14,320 | $359,217 | $345,900 | -$13,317 | -3.71% | |
| Reliant Wealth Planning | 0.10% | 13,818 | $346,624 | $333,774 | -$12,850 | -3.71% | |
| Commonwealth Equity Services, Llc | 0.00% | 14,034 | $331,587 | $338,991 | +$7,404 | +2.23% | |
| Single Point Partners, Llc | 0.06% | 13,219 | $312,332 | $319,305 | +$6,973 | +2.23% | |
| Private Advisor Group, Llc | 0.00% | 11,150 | $279,698 | $269,328 | -$10,370 | -3.71% | |
| Vestmark Advisory Solutions, Inc. | 0.00% | 9,204 | $230,884 | $222,323 | -$8,561 | -3.71% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 9,748 | $230,828 | $235,463 | +$4,635 | +2.01% | |
| Signaturefd, Llc | 0.00% | 9,403 | $222,169 | $227,129 | +$4,960 | +2.23% | |
| Focus Partners Wealth | 0.00% | 8,570 | $214,979 | $207,008 | -$7,971 | -3.71% | |
| Hyposwiss Advisors Sa | 0.20% | 8,870 | $209,576 | $214,255 | +$4,679 | +2.23% | |
| Krilogy Financial Llc | 0.01% | 8,841 | $209,226 | $213,554 | +$4,328 | +2.07% | |
| Cnb Bank | 0.06% | 6,049 | $151,739 | $146,114 | -$5,625 | -3.71% | |
| Action Point Financial Planning, Llc | 0.01% | 3,346 | $83,902 | $80,823 | -$3,079 | -3.67% | |
| Fifth Third Bancorp | 0.00% | 2,771 | $69,511 | $66,934 | -$2,577 | -3.71% | |
| Concord Wealth Partners | 0.01% | 2,034 | $48,058 | $49,131 | +$1,073 | +2.23% | |
| Asset Dedication, Llc | 0.00% | 1,134 | $26,794 | $27,392 | +$598 | +2.23% | |
| Osaic Holdings, Inc. | 0.00% | 1,000 | $25,090 | $24,155 | -$935 | -3.73% | |
| Central Trust Co | 0.00% | 800 | $20,068 | $19,324 | -$744 | -3.71% | |
| High Note Wealth, Llc | 0.00% | 384 | $9,073 | $9,276 | +$203 | +2.23% | |
| Key Capital Management, Inc | 0.00% | 35 | $827 | $845 | +$18 | +2.23% |
Frequently asked questions about IBTQ
Who are the largest institutional holders of IBTQ?
The largest institutional holders of IBTQ reported in the latest SEC Form 13F filings include Stifel Financial Corp, Summitry Llc, Benjamin Edwards Inc, Confluence Investment Management Llc, and Atlantic Union Bankshares Corp. InsiderSet ranks institutional holders by their latest reported IBTQ position.
What is IBTQ institutional ownership?
This page tracks IBTQ positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS DEC 2035 TT (IBTQ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBTQ?
InsiderSet currently tracks 48 institutional managers reporting IBTQ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IBTQ shareholders.
How much IBTQ stock do institutions own?
Institutional investment managers disclosed approximately $173.78M in IBTQ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBTQ institutional ownership last updated?
The latest IBTQ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IBTQ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IBTQ position after the reporting date.
Are institutions buying or selling IBTQ?
Institutional buying and selling can be analyzed by comparing IBTQ positions across consecutive 13F reporting periods. InsiderSet's IBTQ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBTQ ownership changes.
How has IBTQ institutional ownership changed over time?
InsiderSet tracks IBTQ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.