Who owns IBTQ?
iShares iBonds Dec 2035 Term Treasury ETF · iShares
48 institutions reported holding IBTQ, worth $172.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBTQ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Confluence Investment Management LLC | St. Louis, MO | $26.2M | 1,044,548 | +236,662 shares |
| Stifel Financial Corp. | St. Louis, MO | $25.7M | 1,023,757 | +904,167 shares |
| Summitry LLC | Foster City, CA | $25.6M | 1,018,921 | +20,892 shares |
| Benjamin Edwards Inc. | Clayton, MO | $24.3M | 968,696 | +868,597 shares |
| Atlantic Union Bankshares Corp | Glen Allen, VA | $19.5M | 775,439 | New position |
| LPL Financial LLC | Fort Mill, SC | $7.5M | 298,976 | +21,955 shares |
| Morgan Stanley | New York, NY | $5.0M | 200,933 | −34,752 shares |
| Probity Advisors, Inc. | Dallas, TX | $4.5M | 177,711 | +39,291 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $4.0M | 158,478 | −15,780 shares |
| Accretive Wealth Partners, LLC | Parsippany, NJ | $4.0M | 157,881 | +31,911 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IBTQ?
48 institutional managers reported holding IBTQ in Form 13F filings for June 30, 2026, worth $172.3M in total. The largest reported position was held by Confluence Investment Management LLC, at $26.2M.
Did institutions buy or sell IBTQ last quarter?
Reported 13F value rose 79.5% from March 31, 2026, which includes price moves as well as buying and selling. 13 firms reported a new position and 8 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IBTQ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.