Vault-13

ISHARES TR IBTQ

IBONDS DEC 2035 · ETP · CUSIP 46438G422

48 institutional holders +4 vs Q1 2026
6,868,8576.9m shares reported held*
$172.3mreported value*
13 new 21 added 7 reduced 8 sold out net bought ≈ $77.2m (+3.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $25.09.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q1 25: 3Q2 25: 5Q3 25: 19Q4 25: 35Q1 26: 44Q2 26: 4848Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 20253
Q2 20255
Q3 202519
Q4 202535
Q1 202644
Q2 202648

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q2 25: 3 bought or addedQ2 25: 1 cut or sold outQ2 25Q3 25: 18 bought or addedQ3 25: 1 cut or sold outQ3 25Q4 25: 26 bought or addedQ4 25: 7 cut or sold outQ4 25Q1 26: 29 bought or addedQ1 26: 8 cut or sold outQ1 26Q2 26: 34 bought or addedQ2 26: 15 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q2 202531
Q3 2025181
Q4 2025267
Q1 2026298
Q2 20263415

Biggest buyers

STIFEL FINANCIAL CORP Added +904,167+904.2k
BENJAMIN EDWARDS INC Added +868,597+868.6k
Atlantic Union Bankshares Corp New +775,439+775.4k
CONFLUENCE INVESTMENT MANAGEMENT LLC Added +236,662+236.7k
Mariner, LLC New +72,516+72.5k
Atlantic Private Wealth, LLC Added +41,406+41.4k
Probity Advisors, Inc. Added +39,291+39.3k
MERCER GLOBAL ADVISORS INC /ADV New +34,678+34.7k
Accretive Wealth Partners, LLC Added +31,911+31.9k
ROYAL BANK OF CANADA Added +30,231+30.2k

Biggest sellers

Bell Investment Advisors, Inc Reduced -47,250-47.2k
Tower Research Capital LLC (TRC) Sold out -39,177-39.2k
MORGAN STANLEY Reduced -34,752-34.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -17,805-17.8k
AMERIPRISE FINANCIAL INC Reduced -15,780-15.8k
FLOW TRADERS U.S. LLC Sold out -14,811-14.8k
Focus Partners Wealth Reduced -4,120-4.1k
Reliant Wealth Planning Reduced -1,589-1.6k
Advisory Services Network, LLC Sold out -1,483-1.5k
RAYMOND JAMES FINANCIAL INC Reduced -1,025-1.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.41% of their portfolio ST. LOUIS, MO 1,044,5481.0m $26.2m $26.2m 0.41% Added +236.7k +236,662
2 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 1,023,7571.0m $25.7m $25.7m 0.02% Added +904.2k +904,167
3 SUMMITRY LLC 0.84% of their portfolio Foster City, CA 1,018,9211.0m $25.6m $25.6m 0.84% Added +20.9k +20,892
4 BENJAMIN EDWARDS INC 0.22% of their portfolio Clayton, MO 968,696968.7k $24.3m $24.3m 0.22% Added +868.6k +868,597
5 Atlantic Union Bankshares Corp 0.33% of their portfolio GLEN ALLEN, VA 775,439775.4k $19.5m $19.5m 0.33% New
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 298,976299.0k $7.5m $7.5m 0.00% Added +22.0k +21,955
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 200,933200.9k $5.0m $5.0m 0.00% Reduced -34.8k -34,752
8 Probity Advisors, Inc. 0.64% of their portfolio DALLAS, TX 177,711177.7k $4.5m $4.5m 0.64% Added +39.3k +39,291
9 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 158,478158.5k $4.0m $4.0m 0.00% Reduced -15.8k -15,780
10 Accretive Wealth Partners, LLC 0.96% of their portfolio PARSIPPANY, NJ 157,881157.9k $4.0m $4.0m 0.96% Added +31.9k +31,911
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 136,155136.2k $3.4m $3.4m 0.00% Added +1.5k +1,525
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 118,518118.5k $3.0m $3.0m 0.00% Added +26.4k +26,434
13 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 108,778108.8k $2.7m $2.7m 0.02% Added +18.4k +18,450
14 Mariner, LLC 0.00% of their portfolio Overland Park, KS 72,51672.5k $1.8m $1.8m 0.00% New
15 Atlantic Private Wealth, LLC 0.95% of their portfolio CHAPEL HILL, NC 62,09562.1k $1.6m $1.6m 0.95% Added +41.4k +41,406
16 Bell Investment Advisors, Inc 0.21% of their portfolio ORINDA, CA 58,30458.3k $1.5m $1.5m 0.21% Reduced -47.2k -47,250
17 L2 Asset Management, LLC 0.14% of their portfolio Wayland, MA 53,43053.4k $1.3m $1.3m 0.14% Added +1.2k +1,181
18 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 48,27248.3k $1.2m $1.2m 0.00% Added +19.6k +19,630
19 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 42,29442.3k $1.1m $1.1m 0.00% Reduced -1.0k -1,025
20 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 36,41336.4k $913.4k $913.4k 0.00% Added +1.3k +1,312
21 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 35,31935.3k $885.0k $885.0k 0.00% Added +30.2k +30,231
22 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 34,67834.7k $869.9k $869.9k 0.00% New
23 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 25,79825.8k $647.1k $647.1k 0.00% Added +17.5k +17,464
24 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 21,91221.9k $549.7k $549.7k 0.00% Added +9.1k +9,070
25 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 17,91017.9k $449.3k $449.3k 0.01% Unchanged
26 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 14,32014.3k $359.2k $359.2k 0.00% New
27 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 14,06114.1k $352.7k $352.7k 0.00% Added +355 +355
28 Reliant Wealth Planning 0.10% of their portfolio LOUISVILLE, KY 13,81813.8k $346.6k $346.6k 0.10% Reduced -1.6k -1,589
29 Single Point Partners, LLC 0.06% of their portfolio BOSTON, MA 13,21913.2k $331.6k $331.6k 0.06% New
30 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 11,91711.9k $298.9k $298.9k 0.00% New
31 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 11,15011.2k $279.7k $279.7k 0.00% Unchanged
32 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 10,40210.4k $260.9k $260.9k 0.00% Reduced -162 -162
33 Parcion Private Wealth LLC 0.01% of their portfolio BELLEVUE, WA 9,9439.9k $249.4k $249.4k 0.01% New
34 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 9,4039.4k $235.9k $235.9k 0.00% Added +2.0k +1,993
35 Vestmark Advisory Solutions, Inc. 0.00% of their portfolio Wakefield, MA 9,2049.2k $230.9k $230.9k 0.00% New
36 Hyposwiss Advisors SA 0.21% of their portfolio GENEVA, V8 8,8708.9k $222.5k $222.5k 0.21% Unchanged
37 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 8,5708.6k $215.0k $215.0k 0.00% Reduced -4.1k -4,120
38 Krilogy Financial LLC 0.01% of their portfolio ST. LOUIS, MO 8,3678.4k $209.9k $209.9k 0.01% New
39 CNB Bank 0.06% of their portfolio CLEARFIELD, PA 6,0496.0k $151.7k $151.7k 0.06% Added +292 +292
40 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 4,6354.6k $116.3k $116.3k 0.00% New
41 Physician Wealth Advisors, Inc. 0.01% of their portfolio MIDVALE, UT 4,0004.0k $100.3k $100.3k 0.01% Unchanged
42 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 3,4383.4k $86.2k $86.2k 0.00% New
43 FIDUCIARY FINANCIAL ADVISORS 0.01% of their portfolio GRAND RAPIDS, MI 3,3463.3k $83.9k $83.9k 0.01% New
44 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 2,7712.8k $69.5k $69.5k 0.00% Added +10 +10
45 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,0001.0k $25.1k $25.1k 0.00% New
46 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 955955 $23.8k $23.8k 0.00% Unchanged
47 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 887887 $22.2k $22.2k 0.00% Unchanged
48 CENTRAL TRUST Co 0.00% of their portfolio JEFFERSON CITY, MO 800800 $20.1k $20.1k 0.00% Unchanged