Ishares Ibonds DEC 2035 TT (IBTQ)

CUSIP: 46438G422 | NYSE | 68 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

Sort by

Confluence Investment Management LLC1,019,464

0.4% of portfolio$24.1M

LPL Financial LLC324,780

0.0% of portfolio$7.7M

Probity Advisors, Inc.204,976

0.7% of portfolio$4.8M

Accretive Wealth Partners, LLC201,726

1.0% of portfolio$4.8M

Choreo, LLC86,718

0.0% of portfolio$2.0M

Atria Investments, Inc77,441

0.0% of portfolio$1.8M

Bell Investment Advisors, Inc58,917

0.2% of portfolio$1.4M

Kestra Advisory Services, LLC18,755

0.0% of portfolio$443.1K

Bank of New York Mellon Corp14,973

0.0% of portfolio$353.8K

Commonwealth Equity Services, LLC14,034

0.0% of portfolio$331.6K

Single Point Partners, LLC13,219

0.1% of portfolio$312.3K

Wealth Enhancement Advisory Services, LLC9,748

0.0% of portfolio$230.8K

Signaturefd, LLC9,403

0.0% of portfolio$222.2K

Hyposwiss Advisors SA8,870

0.2% of portfolio$209.6K

Krilogy Financial LLC8,841

0.0% of portfolio$209.2K

Fifth Third Bancorp2,772

0.0% of portfolio$65.5K

Concord Wealth Partners2,034

0.0% of portfolio$48.1K

Asset Dedication, LLC1,134

0.0% of portfolio$26.8K

Central Trust Co800

0.0% of portfolio$18.9K

High Note Wealth, LLC384

0.0% of portfolio$9.1K

Key Capital Management, Inc35

0.0% of portfolio$827

				Style	Turnover	Location	Filed
Confluence Investment Management LLC	1,019,464	$24.1M	0.4%	Value	Medium	St. Louis, MO	2026-10-01
LPL Financial LLC	324,780	$7.7M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Probity Advisors, Inc.	204,976	$4.8M	0.7%	ETF	Low	Dallas, TX	2026-10-23
Accretive Wealth Partners, LLC	201,726	$4.8M	1.0%	ETF	Very Low	Parsippany, NJ	2026-11-06
Choreo, LLC	86,718	$2.0M	0.0%	Index	Low	Rockford, IL	2026-10-28
Atria Investments, Inc	77,441	$1.8M	0.0%	Core	Medium	Charlotte, NC	2026-10-15
Bell Investment Advisors, Inc	58,917	$1.4M	0.2%	ETF	Very Low	Orinda, CA	2026-10-29
Kestra Advisory Services, LLC	18,755	$443.1K	0.0%	Core	Low	Austin, TX	2026-11-02
Bank of New York Mellon Corp	14,973	$353.8K	0.0%	Core	Low	New York, NY	2026-11-05
Commonwealth Equity Services, LLC	14,034	$331.6K	0.0%	ETF	Low	Waltham, MA	2026-11-02
Single Point Partners, LLC	13,219	$312.3K	0.1%	ETF	Very Low	Boston, MA	2026-10-19
Wealth Enhancement Advisory Services, LLC	9,748	$230.8K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Signaturefd, LLC	9,403	$222.2K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Hyposwiss Advisors SA	8,870	$209.6K	0.2%	ETF	Low	Geneva, Switzerland	2026-10-26
Krilogy Financial LLC	8,841	$209.2K	0.0%	Growth	Low	St. Louis, MO	2026-10-13
Fifth Third Bancorp	2,772	$65.5K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
Concord Wealth Partners	2,034	$48.1K	0.0%	Growth	Low	Abingdon, VA	2026-11-02
Asset Dedication, LLC	1,134	$26.8K	0.0%	ETF	Low	San Francisco, CA	2026-11-03
Central Trust Co	800	$18.9K	0.0%	Core	Low	Jefferson City, MO	2026-11-05
High Note Wealth, LLC	384	$9.1K	0.0%	ETF	Very Low	Deephaven, MN	2026-10-27
Key Capital Management, Inc	35	$827	0.0%	ETF	Medium	Hendersonville, Tn 37075, TN	2026-11-03