IBTQ · iShares iBonds Dec 2035 Term Treasury ETF ETF

Alerts for IBTQ

$24.44 -0.01 (-0.06%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 1

Total Value: $1,210,903

Total Shares: 48,272

Institutional Ownership Trend

5 quarters

Holder Concentration

Across 1 13F filers · Δ vs Dec 31, 2025

Top Holder

100.0%

+37.4 pts

Top 5

100.0%

+18.9 pts

Top 10

100.0%

+8.4 pts

HHI

10,000

Highly concentrated+5,956

Quarterly Activity

vs Dec 31, 2025

New

0

Increased

1

Decreased

0

Sold Out

28

Unchanged

0

Holder count: -28

Institutional value: -97.0%

Shares held: -97.0%

Top Buyers

vs Dec 31, 2025

Institution	Added	Now Holds	Open
Mega CITADEL ADVISORS LLC	+38,036	48,272

Top Sellers

vs Dec 31, 2025

No qualifying movers this quarter.

Top New Positions

vs Dec 31, 2025

No new positions this quarter.

Top Sold-Out Positions

vs Dec 31, 2025

Institution	Previously Held	Last Value (USD)	Open
Mid SUMMITRY LLC	992,283	$25,283,370
Small Bell Investment Advisors, Inc	104,891	$2,672,622
Mid BENJAMIN EDWARDS INC	77,631	$1,978,037
Mid UNITED CAPITAL FINANCIAL ADVISORS, LLC	60,782	$1,548,725
Mega BlackRock, Inc.	50,000	$1,274,000

Filter: New 0 Increased 1 Reduced 0 Sold out 28 Unchanged 0

Showing 1 of 1

All Common Calls Puts

Compact Export CSV

CITADEL ADVISORS LLC IBTQ

$1,210,903

100.00%

48,272

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	48,272	$1,210,903	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BENJAMIN F. EDWARDS & COMPANY, INC.	74,994	$1,910,847	96.6%	Defined
Benjamin F. Edwards Wealth Management, LLC	2,637	$67,190	3.4%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
United Capital Financial Partners, LLC	60,782	$1,548,725	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	18,809	$479,253	49.0%	Defined
Raymond James Financial Services Advisors, Inc.	19,604	$499,509	51.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	36,757	$936,568	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	27,308	$695,807	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	12,824	$326,755	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MANAGED ACCOUNT ADVISORS LLC	7,192	$183,252	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Dominion Securities Inc.	4,375	$111,475	91.3%	Defined
RBC Private Counsel (USA) Inc.	419	$10,676	8.7%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	2,530	$64,464	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO CLEARING SERVICES, LLC	29	$738	100.0%	Defined