IBTP · iShares iBonds Dec 2034 Term Treasury ETF ETF

Alerts for IBTP

$24.80 -0.01 (-0.04%) 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: $1,393,281

Total Shares: 54,886

Institutional Ownership Trend

9 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026

Top Holder

100.0%

+80.6 pts

Top 5

100.0%

+42.0 pts

Top 10

100.0%

+22.9 pts

HHI

10,000

Highly concentrated+9,118

Quarterly Activity

vs Mar 31, 2026

New

0

Increased

1

Decreased

0

Sold Out

54

Unchanged

0

Holder count: -54

Institutional value: -99.3%

Shares held: -99.3%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds	Open
Mega CITADEL ADVISORS LLC	+14,229	54,886

Top Sellers

vs Mar 31, 2026

No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026

No new positions this quarter.

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Mid Atlantic Union Bankshares Corp	1,430,363	$36,660,202
Mid CONFLUENCE INVESTMENT MANAGEMENT LLC	919,178	$23,558,532
Mid SUMMITRY LLC	863,405	$22,129,070
Large STIFEL FINANCIAL CORP	566,032	$14,507,399
Mid BENJAMIN EDWARDS INC	505,968	$12,967,959

Filter: New 0 Increased 1 Reduced 0 Sold out 54 Unchanged 0

Showing 1 of 1

All Common Calls Puts

Compact Export CSV

CITADEL ADVISORS LLC IBTP

$1,393,281

100.00%

54,886

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	54,886	$1,393,281	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
Atlantic Union Bank	1,430,363	$36,660,202	100.0%	Sole

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\	565,417	$14,491,637	99.9%	Defined
Stifel Independent Advisors, LLC	615	$15,762	0.1%	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.	463,187	$11,871,482	91.5%	Defined
Benjamin F. Edwards Wealth Management, LLC	42,781	$1,096,477	8.5%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	347,437	$8,904,810	82.2%	Defined
RBC Dominion Securities Inc.	74,512	$1,909,742	17.6%	Defined
RBC Private Counsel (USA) Inc.	592	$15,172	0.1%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	177,618	$4,552,349	100.0%	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	152,953	$3,920,185	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	132,797	$3,403,587	100.0%	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	95,160	$2,438,950	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	10,109	$259,093	13.5%	Defined
Raymond James Financial Services Advisors, Inc.	64,880	$1,662,874	86.5%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	12,382	$317,350	29.7%	Defined
MANAGED ACCOUNT ADVISORS LLC	29,253	$749,754	70.3%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	31,825	$815,674	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 ADVISORS FINANCIAL NETWORK, LLC	10,617	$272,113	48.1%	Defined
WELLS FARGO CLEARING SERVICES, LLC	11,474	$294,078	51.9%	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	22,008	$564,065	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	20,765	$532,206	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	2,727	$69,893	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	1,839	$47,133	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
CONFLUENCE INVESTMENT MANAGEMENT LLC	1,486	$38,086	100.0%	Sole