Who Owns ISHARES IBONDS DEC 2035 TERM TREASURY ETF (IBTQ)? -- Institutional Holders (2026-06-30)

55 institutions reported holding $172.2M of ISHARES IBONDS DEC 2035 TERM TREASURY ETF (IBTQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONFLUENCE INVESTMENT MANAGEMENT LLC ($26.2M), STIFEL FINANCIAL CORP ($25.7M), SUMMITRY LLC ($25.6M), BENJAMIN EDWARDS INC ($24.3M), Atlantic Union Bankshares Corp ($19.5M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	$26.2M	1.0M	Added
2	STIFEL FINANCIAL CORP	$25.7M	1.0M	Added
3	SUMMITRY LLC	$25.6M	1.0M	Added
4	BENJAMIN EDWARDS INC	$24.3M	968,696	Added
5	Atlantic Union Bankshares Corp	$19.5M	775,439	New
6	LPL Financial LLC	$7.5M	298,976	Added
7	MORGAN STANLEY	$5.0M	200,933	Trimmed
8	Probity Advisors, Inc.	$4.5M	177,711	Added
9	AMERIPRISE FINANCIAL INC	$4.0M	158,478	Trimmed
10	Accretive Wealth Partners, LLC	$4.0M	157,881	Added
11	UBS Group AG	$3.4M	136,155	Added
12	ENVESTNET ASSET MANAGEMENT INC	$3.0M	118,518	Added
13	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$2.7M	108,778	Added
14	Mariner, LLC	$1.8M	72,516	New
15	Atlantic Private Wealth, LLC	$1.6M	62,095	Added
16	Bell Investment Advisors, Inc	$1.5M	58,304	Trimmed
17	L2 Asset Management, LLC	$1.3M	53,430	Added
18	CITADEL ADVISORS LLC	$1.2M	48,272	Added
19	RAYMOND JAMES FINANCIAL INC	$1.1M	42,294	Trimmed
20	Cetera Investment Advisers	$913,420	36,413	Added
21	Royal Bank of Canada	$885,000	35,319	Added
22	MERCER GLOBAL ADVISORS INC /ADV	$869,898	34,678	New
23	BANK OF AMERICA CORP /DE/	$647,143	25,798	Added
24	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$549,663	21,912	Added
25	Snowden Capital Advisors LLC	$449,272	17,910	Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30