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

6 quarters

Holder Concentration

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

Top Holder

100.0%

+73.8 pts

Top 5

100.0%

+34.6 pts

Top 10

100.0%

+18.2 pts

HHI

10,000

Highly concentrated+8,671

Quarterly Activity

vs Mar 31, 2026

New

0

Increased

1

Decreased

0

Sold Out

43

Unchanged

0

Holder count: -43

Institutional value: -98.7%

Shares held: -98.7%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds	Open
Mega CITADEL ADVISORS LLC	+19,630	48,272

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 SUMMITRY LLC	998,029	$25,254,125
Mid CONFLUENCE INVESTMENT MANAGEMENT LLC	807,886	$20,442,747
Mega LPL Financial LLC	277,021	$7,009,739
Mega MORGAN STANLEY	235,685	$5,963,773
Mega AMERIPRISE FINANCIAL INC	174,258	$4,409,424

Filter: New 0 Increased 1 Reduced 0 Sold out 43 Unchanged 0

Showing 1 of 1

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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
MORGAN STANLEY SMITH BARNEY LLC	235,685	$5,963,773	100.0%	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	174,258	$4,409,424	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	134,630	$3,406,677	100.0%	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\	119,508	$3,024,030	99.9%	Defined
Stifel Independent Advisors, LLC	82	$2,074	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.	98,616	$2,495,379	98.5%	Defined
Benjamin F. Edwards Wealth Management, LLC	1,483	$37,525	1.5%	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	90,328	$2,285,659	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	19,063	$482,370	44.0%	Defined
Raymond James Financial Services Advisors, Inc.	24,256	$613,773	56.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
TOWER PRINCIPAL MARKETS LLC	39,177	$991,334	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	17,805	$450,537	100.0%	Other

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	8,334	$210,883	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.	4,669	$118,144	91.8%	Defined
RBC Private Counsel (USA) Inc.	419	$10,602	8.2%	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	2,761	$69,864	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	1,481	$37,475	99.9%	Sole
Held directly	2	$50	0.1%	Sole

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	$733	100.0%	Defined