Who owns iShares iBonds Dec 2033 Term Treasury ETF?
- Ticker: IBTO
- CUSIP Number: 46436e148
Tip: Access positions for across all investors
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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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 |
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Federation des caisses Desjardins du Quebec | 1.2M | $30M | 3% | Sep 2024 |
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Golub Group | 1.0M | $25M | 1% | Sep 2024 |
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Union Bankshares | 821k | $21M | -26% | Sep 2024 |
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Krilogy Financial | 749k | $19M | 5% | Sep 2024 |
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Wells Fargo & Company | 403k | $10M | -1% | Sep 2024 |
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Morgan Stanley | 283k | $6.8M | 0% | Jun 2024 |
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Cetera Investment Advisers | 276k | $6.6M | 2% | Jun 2024 |
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Estate Counselors | 155k | $3.9M | 0% | Sep 2024 |
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Goldman Sachs Group | 149k | $3.6M | 32% | Jun 2024 |
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Raymond James & Associates | 112k | $2.8M | 3% | Sep 2024 |
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Probity Advisors | 102k | $2.6M | 14% | Sep 2024 |
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Accretive Wealth Partners | 98k | $2.5M | 2% | Sep 2024 |
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Honkamp Krueger Financial Services | 88k | $2.1M | -38% | Jun 2024 |
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HighTower Advisors | 85k | $2.0M | 100% | Jun 2024 |
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Jane Street | 65k | $1.6M | 100% | Sep 2024 |
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Fagan Associates | 65k | $1.6M | 36% | Sep 2024 |
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Snowden Capital Advisors | 63k | $1.6M | 3% | Sep 2024 |
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Stifel Financial | 62k | $1.5M | 8% | Jun 2024 |
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Royal Bank of Canada | 47k | $1.2M | 22% | Sep 2024 |
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Mechanics Bank Trust Department / The Mechanics Bank | 31k | $766k | 0% | Sep 2024 |
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NovaPoint Capital | 30k | $795k | 100% | Sep 2024 |
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Commonwealth Equity Services | 28k | $701k | 5% | Sep 2024 |
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Envestnet Asset Management | 28k | $700k | 1% | Sep 2024 |
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Advisor Group Holdings | 25k | $615k | 945% | Sep 2024 |
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Kestra Advisory Services | 20k | $489k | 1% | Sep 2024 |
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Sowell Financial Services | 19k | $465k | -10% | Sep 2024 |
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Benjamin Edwards | 18k | $444k | 865% | Sep 2024 |
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Mutual Advisors | 17k | $423k | -17% | Sep 2024 |
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Benjamin F. Edwards & Company | 16k | $394k | 4% | Jun 2024 |
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Citadel Advisors | 16k | $404k | 100% | Sep 2024 |
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Financial Engines Advisors L.L.C | 15k | $363k | 7% | Sep 2024 |
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LPL Financial | 13k | $319k | -30% | Sep 2024 |
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Susquehanna International | 12k | $308k | 100% | Sep 2024 |
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HPM Partners | 10k | $253k | 100% | Sep 2024 |
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Thoroughbred Financial Services | 9.8k | $245k | 100% | Sep 2024 |
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James Investment Research | 9.2k | $230k | 0% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 7.3k | $182k | 64% | Sep 2024 |
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IFP Advisors | 3.1k | $74k | 0% | Jun 2024 |
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Bank of America Corporation | 3.0k | $75k | -61% | Sep 2024 |
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Parallel Advisors | 2.4k | $61k | 100% | Sep 2024 |
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CarsonAllaria Wealth Management | 2.1k | $52k | 100% | Sep 2024 |
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Spectrum Wealth Counsel | 2.0k | $51k | 0% | Sep 2024 |
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Parkside Financial Bank & Trust | 1.9k | $47k | 7% | Sep 2024 |
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Us Bancorp | 1.1k | $28k | -83% | Sep 2024 |
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Hanson McClain Advisors | 846.00 | $21k | 0% | Sep 2024 |
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Cherry Tree Wealth Management | 707.00 | $18k | 0% | Sep 2024 |
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Central Trust & Investment | 345.00 | $8.7k | 0% | Sep 2024 |
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Asset Dedication | 247.00 | $6.2k | 100% | Sep 2024 |
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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 |
---|---|---|---|
Exchange Capital Management | Jun 2024 | 49k | $1.2M |
Old Mission Capital | Mar 2024 | 42k | $1.0M |
CliftonLarsonAllen Wealth Advisors | Jun 2024 | 19k | $449k |