Who owns iShares iBonds Dec 2033 Term Treasury ETF?

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Analyze quarterly positions in iShares iBonds Dec 2033 Term Treasury ETF with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of iShares iBonds Dec 2033 Term Treasury ETF stock

Who bought or sold iShares iBonds Dec 2033 Term Treasury ETF this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
GLOBALT Investments LLC / GA 2.3M $56M -2% Sep 2025
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Federation des caisses Desjardins du Quebec 1.3M $33M 2% Sep 2025
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Union Bankshares 1.1M $26M 14% Sep 2025
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Krilogy Financial 1.1M $26M 20% Sep 2025
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Confluence Investment Management 677k $17M -3% Sep 2025
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Morgan Stanley 609k $15M 100% Jun 2025
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Chatham Capital Group 493k $12M 4% Sep 2025
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Envestnet Asset Management 467k $12M 14% Sep 2025
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Cetera Investment Advisers 391k $9.6M 11% Sep 2025
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Wells Fargo & Company 310k $7.6M 53% Sep 2025
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Headland Capital 295k $7.3M 4% Sep 2025
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UBS Group 235k $5.8M -3% Sep 2025
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HighTower Advisors 185k $4.6M 16% Sep 2025
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Probity Advisors 146k $3.6M 0% Sep 2025
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Accretive Wealth Partners 135k $3.3M 2% Sep 2025
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Branch Banking & Trust Company 131k $3.2M 3% Sep 2025
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Stifel Financial 105k $2.6M 2% Sep 2025
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Mercer Global Advisors 105k $2.6M 100% Sep 2025
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Ameriprise Financial 104k $2.6M 100% Sep 2025
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Snowden Capital Advisors 83k $2.0M 0% Sep 2025
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Fagan Associates 83k $2.0M 3% Sep 2025
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Citadel Advisors 80k $2.0M 161% Sep 2025
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Raymond James Financial 74k $1.8M 26% Sep 2025
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Synovus Financial Corp. 65k $1.6M -9% Sep 2025
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Royal Bank of Canada 64k $1.6M -2% Sep 2025
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United Capital Financial Advisers 63k $1.6M 44% Sep 2025
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Keeler THomas Management 54k $1.3M 0% Sep 2025
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Exchange Capital Management 49k $1.2M 0% Jun 2025
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L2 Asset Management 47k $1.2M 100% Sep 2025
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PFG Advisors 46k $1.1M 20% Sep 2025
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LPL Financial 35k $873k 36% Sep 2025
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Mechanics Bank Trust Department / The Mechanics Bank 33k $814k 0% Sep 2025
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Thoroughbred Financial Services 32k $796k 160% Sep 2025
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Reliant Wealth Planning 32k $775k -33% Sep 2025
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Benjamin Edwards 28k $688k 15% Sep 2025
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Tower Research Capital 28k $680k 100% Sep 2025
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Jane Street 27k $662k 100% Sep 2025
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Commonwealth Equity Services 25k $604k 0% Sep 2025
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Captrust Financial Advisors 24k $582k -4% Sep 2025
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Greater Midwest Financial Group 22k $552k 17% Sep 2025
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CliftonLarsonAllen Wealth Advisors 22k $530k 0% Sep 2025
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CWM 20k $482k 554% Sep 2025
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Visionary Wealth Advisors 20k $481k 31% Sep 2025
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AQR Capital Management 18k $439k 100% Sep 2025
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JPL Wealth Management 17k $430k -6% Sep 2025
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Simplicity Wealth 17k $412k -51% Sep 2025
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Financial Engines Advisors L.L.C 16k $399k 0% Sep 2025
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Cambridge Investment Research Advisors 13k $322k -3% Sep 2025
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Jaffetilchin Investment Partners 11k $276k 1% Sep 2025
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Kestra Advisory Services 11k $270k 0% Sep 2025
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Northwestern Mutual Wealth Management Company 9.7k $239k 2% Sep 2025
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Private Advisor 8.9k $220k 0% Sep 2025
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James Investment Research 8.5k $210k 0% Sep 2025
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Signature 8.3k $206k 0% Sep 2025
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Koesten, Hirschmann & Crabtree 8.1k $214k 100% Sep 2025
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Advisor Group Holdings 7.8k $193k -16% Sep 2025
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CNB Bank 5.9k $147k 100% Sep 2025
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UMA Financial Services 4.2k $103k 0% Sep 2025
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Atlantic Private Wealth 4.0k $98k -2% Sep 2025
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IFP Advisors 3.9k $96k -44% Sep 2025
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Brian McDonald 3.3k $81k 208% Sep 2025
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Asset Dedication 1.8k $44k 39% Sep 2025
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Rockefeller Capital Management 1.3k $33k 100% Sep 2025
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Cherry Tree Wealth Management 1.2k $30k 0% Sep 2025
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Advisory Services Network 1.1k $27k 100% Sep 2025
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Central Trust & Investment 1.1k $27k -6% Sep 2025
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Hanson McClain Advisors 846.00 $21k 0% Sep 2025
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CoreCap Advisors 488.00 $12k 727% Sep 2025
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Logan Capital Management 280.00 $6.9k 5% Sep 2025
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Centricity Wealth Management 210.00 $5.1k 0% Jun 2025
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Hazlett, Burt & Watson 159.00 $4.0k 100% Sep 2025
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Hartland & Co 124.00 $3.1k 100% Sep 2025
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Goss Wealth Management 6.00 $150.000000 0% Sep 2025
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Ronald Blue Trust 4.00 $99.000000 0% Sep 2025
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Who sold out of iShares iBonds Dec 2033 Term Treasury ETF?

Fund or Company Name Date Sold Shares Held Valued At
Equitable Holdings Jun 2025 101k $2.5M
Susquehanna International Jun 2025 49k $1.2M
Flow Traders US Jun 2025 27k $655k
International Assets Investment Management Jun 2025 19k $501k
Goldman Sachs Group Mar 2025 18k $428k
Jacobi Capital Management Jun 2025 15k $362k
Honkamp Krueger Financial Services Jun 2025 8.2k $201k
Parkside Financial Bank & Trust Jun 2025 1.9k $47k
Capital Analysts Jun 2025 1.9k $46k
Jpmorgan Chase & Co Mar 2025 276.00 $6.7k
SCBT Financial Corporation Jun 2025 44.00 $1.1k
National Bank Of Canada /fi/ Jun 2025 34.00 $833.000000