Who Owns iShares iBonds Dec 2035 Term Treasury ETF (IBTQ)?Hedge Fund & Institutional Holders

$25.32-0.04 (-0.14%)Financial ServicesNASDAQ

Institutional Holders

39

as of Q4 2025

Total Institutional Value

$2.6726322528321257e+80T

% of Float Held

QoQ Change in Holders

+15 / -2

Price History

$24.57$24.92$25.28$25.63$25.98Mar 25Sep 25Mar 26

IBTQ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Bell Investment Advisors, IncNew Position+105K+$2.7B
Probity Advisors, Inc.New Position+82K+$2.1M
BENJAMIN EDWARDS INCNew Position+78K+$2.0M
UNITED CAPITAL FINANCIAL ADVISORS, LLCNew Position+61K+$1.0M
CWM, LLCNew Position+16K+$410K
Hyposwiss Advisors SANew Position+9K+$226K
SIGNATUREFD, LLCNew Position+7K+$188K
Physician Wealth Advisors, Inc.New Position+4K+$101K
Atlantic Private Wealth, LLCNew Position+3K+$86K
CENTRAL TRUST CoNew Position+1K+$26K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+955+$24K
Sound Income Strategies, LLCNew Position+700+$17K
LPL Financial LLCNew Position+13K+$0
HighTower Advisors, LLCNew Position+11K+$0
Private Advisor Group, LLCNew Position+11K+$0

IBTQ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CONFLUENCE INVESTMENT MANAGEMENT LLCDecreased-52K-$22.6B
CITADEL ADVISORS LLCDecreased-35K-$1.1B
STIFEL FINANCIAL CORPDecreased-4K-$1.0B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-5K-$144.1M
ROYAL BANK OF CANADADecreased-7-$123.0M
COMERICA BANKDecreased-2K-$111.2M
Advisory Services Network, LLCClosed Position-1K-$37.8M
FLOW TRADERS U.S. LLCClosed Position-24K-$603K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Bell Investment Advisors, Inc104,891$2.7B0.42%Share
2SUMMITRY LLC992,283$25.3M1.05%Share
3CONFLUENCE INVESTMENT MANAGEMENT LLC834,372$21.3M0.32%Share
4Accretive Wealth Partners, LLC126,700$3.2M0.96%Share
5Probity Advisors, Inc.81,560$2.1M0.33%Share
6BENJAMIN EDWARDS INC74,994$1.9M0.02%Share
7L2 Asset Management, LLC47,968$1.0M0.13%Share
8UNITED CAPITAL FINANCIAL ADVISORS, LLC60,782$1.0M0.01%Share
9BlackRock, Inc.50,000$1.0M0.00%Share
10CWM, LLC16,102$410K0.00%Share
11Reliant Wealth Planning15,407$392K0.12%Share
12UBS Group AG12,824$326K0.00%Share
13Hyposwiss Advisors SA8,870$226K0.22%Share
14SIGNATUREFD, LLC7,410$188K0.00%Share
15Physician Wealth Advisors, Inc.4,000$101K0.01%Share
16NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO386$98K0.00%Share
17Atlantic Private Wealth, LLC3,389$86K0.05%Share
18COMERICA BANK2,749$70K0.00%Share
19BENJAMIN EDWARDS INC2,637$67K0.00%Share
20CENTRAL TRUST Co1,046$26K0.00%Share
21INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC955$24K0.00%Share
22Sound Income Strategies, LLC700$17K0.00%Share
23ROYAL BANK OF CANADA419$00.00%Share
24CITADEL ADVISORS LLC10,236$00.00%Share
25JANE STREET GROUP, LLC27,308$00.00%Share
26HighTower Advisors, LLC10,868$00.00%Share
27Private Advisor Group, LLC11,150$00.00%Share
28BANK OF AMERICA CORP /DE/7,192$00.00%Share
29Focus Partners Wealth12,893$00.00%Share
30CNB Bank625$00.00%Share
31MORGAN STANLEY2,530$00.00%Share
32STIFEL FINANCIAL CORP36,757$00.00%Share
33COMMONWEALTH EQUITY SERVICES, LLC12,509$00.00%Share
34RAYMOND JAMES FINANCIAL INC19,604$00.00%Share
35RAYMOND JAMES FINANCIAL INC18,809$00.00%Share
36WELLS FARGO & COMPANY/MN29$00.00%Share
37LPL Financial LLC12,653$00.00%Share
38CNB Bank5,160$00.00%Share
39ROYAL BANK OF CANADA4,375$00.00%Share

IBTQ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202535$2.7B+18
Q3 202517$57.2B+13
Q2 20254$2.1B+2
Q1 20252$2.5B

Similar Stocks by Institutional Ownership

As of Q4 2025, 39 institutional investors hold IBTQ (iShares iBonds Dec 2035 Term Treasury ETF). The largest holder is Bell Investment Advisors, Inc with $2.7B in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own IBTQ?

As of Q4 2025, 39 institutional investors report holding IBTQ (iShares iBonds Dec 2035 Term Treasury ETF) in their 13F filings.

Who is the largest institutional holder of IBTQ?

The largest institutional holder of IBTQ is Bell Investment Advisors, Inc with $2.7B in shares.

Is institutional ownership of IBTQ increasing or decreasing?

This quarter, 15 institutions opened new positions in IBTQ and 2 closed their positions.