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
Download as csv
Download as Excel
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 | 0% | Dec 2025 |
|
| Union Bankshares | 1.5M | $36M | 10% | Mar 2026 |
|
| Krilogy Financial | 1.1M | $27M | -2% | Mar 2026 |
|
| Confluence Investment Management | 1.1M | $26M | 70% | Mar 2026 |
|
| Morgan Stanley | 989k | $24M | 7% | Mar 2026 |
|
| Chatham Capital Group | 669k | $16M | 30% | Mar 2026 |
|
| Envestnet Asset Management | 603k | $15M | 46% | Mar 2026 |
|
| Cetera Investment Advisers | 403k | $9.8M | 2% | Mar 2026 |
|
| Ameriprise Financial | 339k | $8.3M | 153% | Mar 2026 |
|
| Wells Fargo & Company | 323k | $7.9M | 5% | Mar 2026 |
|
| Headland Capital | 313k | $7.6M | 3% | Mar 2026 |
|
| HighTower Advisors | 267k | $6.5M | 7% | Mar 2026 |
|
| Probity Advisors | 197k | $4.8M | 39% | Mar 2026 |
|
| UBS Group | 178k | $4.4M | 5% | Mar 2026 |
|
| Branch Banking & Trust Company | 156k | $3.8M | 16% | Mar 2026 |
|
| Accretive Wealth Partners | 139k | $3.4M | 0% | Mar 2026 |
|
| Bank of America Corporation | 136k | $3.3M | 100% | Mar 2026 |
|
| Mercer Global Advisors | 136k | $3.3M | 9% | Mar 2026 |
|
| Stifel Financial | 135k | $3.3M | 26% | Mar 2026 |
|
| Royal Bank of Canada | 127k | $3.1M | 100% | Mar 2026 |
|
| United Capital Financial Advisers | 100k | $2.4M | 25% | Mar 2026 |
|
| Fagan Associates | 98k | $2.4M | 11% | Mar 2026 |
|
| Sei Investments | 98k | $2.4M | 100% | Mar 2026 |
|
| Thoroughbred Financial Services | 94k | $2.3M | 33% | Mar 2026 |
|
| Raymond James Financial | 91k | $2.2M | 23% | Dec 2025 |
|
| PFG Advisors | 88k | $2.1M | -16% | Mar 2026 |
|
| Snowden Capital Advisors | 83k | $2.0M | 0% | Dec 2025 |
|
| Janney Montgomery Scott | 65k | $1.6M | 100% | Mar 2026 |
|
| Pinnacle Financial Partners | 64k | $1.6M | 100% | Dec 2025 |
|
| Lido Advisors | 50k | $1.2M | 0% | Mar 2026 |
|
| L2 Asset Management | 50k | $1.2M | 6% | Dec 2025 |
|
| LPL Financial | 46k | $1.1M | 4% | Mar 2026 |
|
| CWM | 35k | $856k | 78% | Dec 2025 |
|
| Mechanics Bank Trust Department / The Mechanics Bank | 33k | $805k | 0% | Mar 2026 |
|
| Reliant Wealth Planning | 31k | $747k | 0% | Mar 2026 |
|
| Benjamin Edwards | 29k | $715k | 1% | Mar 2026 |
|
| Commonwealth Equity Services | 27k | $658k | 5% | Mar 2026 |
|
| Captrust Financial Advisors | 24k | $580k | 0% | Dec 2025 |
|
| Greater Midwest Financial Group | 24k | $574k | 12% | Mar 2026 |
|
| Financial Engines Advisors L.L.C | 22k | $549k | 38% | Dec 2025 |
|
| Visionary Wealth Advisors | 19k | $471k | 0% | Mar 2026 |
|
| Keeler THomas Management | 19k | $454k | -67% | Mar 2026 |
|
| CliftonLarsonAllen Wealth Advisors | 18k | $441k | -11% | Mar 2026 |
|
| AQR Capital Management | 18k | $435k | -6% | Mar 2026 |
|
| JPL Wealth Management | 17k | $424k | 0% | Mar 2026 |
|
| Simplicity Wealth | 17k | $420k | -1% | Mar 2026 |
|
| Kestra Advisory Services | 17k | $409k | 4% | Mar 2026 |
|
| Jacobi Capital Management | 16k | $399k | 2% | Mar 2026 |
|
| Cambridge Investment Research Advisors | 16k | $387k | 13% | Mar 2026 |
|
| Integrated Wealth Concepts | 15k | $358k | 100% | Mar 2026 |
|
| Jim Saulnier & Associates | 14k | $340k | 100% | Mar 2026 |
|
| Northwestern Mutual Wealth Management Company | 14k | $331k | 3% | Mar 2026 |
|
| Leavell Investment Management | 13k | $318k | 100% | Mar 2026 |
|
| Jaffetilchin Investment Partners | 11k | $279k | 1% | Mar 2026 |
|
| Private Advisor | 8.9k | $218k | 0% | Mar 2026 |
|
| James Investment Research | 8.5k | $208k | 0% | Mar 2026 |
|
| Guidance Point Advisors | 8.5k | $208k | 100% | Mar 2026 |
|
| Coldstream Capital Management | 8.4k | $205k | 100% | Mar 2026 |
|
| Signature | 8.3k | $204k | 0% | Mar 2026 |
|
| National Bank Of Canada /fi/ | 8.0k | $197k | 100% | Dec 2025 |
|
| Advisor Group Holdings | 6.3k | $155k | -19% | Dec 2025 |
|
| IFP Advisors | 5.2k | $128k | 5% | Mar 2026 |
|
| UMA Financial Services | 4.2k | $102k | 0% | Mar 2026 |
|
| Atlantic Private Wealth | 3.9k | $95k | -3% | Mar 2026 |
|
| Fifth Third Bancorp | 3.6k | $89k | 100% | Mar 2026 |
|
| CNB Bank | 3.2k | $78k | 0% | Mar 2026 |
|
| Asset Dedication | 2.7k | $66k | 52% | Mar 2026 |
|
| Clayton Financial Group | 2.7k | $66k | -1% | Mar 2026 |
|
| Brian McDonald | 2.1k | $51k | -37% | Dec 2025 |
|
| Noble Wealth Management PBC | 2.0k | $49k | 0% | Mar 2026 |
|
| Cherry Tree Wealth Management | 1.6k | $39k | 0% | Mar 2026 |
|
| Central Trust & Investment | 1.4k | $35k | -16% | Mar 2026 |
|
| Rockefeller Capital Management | 1.4k | $33k | 1% | Mar 2026 |
|
| Hyposwiss Advisors SA | 1.1k | $27k | 100% | Mar 2026 |
|
| Federation des caisses Desjardins du Quebec | 626.00 | $15k | -100% | Mar 2026 |
|
| CoreCap Advisors | 484.00 | $12k | -1% | Mar 2026 |
|
| Aptus Capital Advisors | 414.00 | $10k | 100% | Mar 2026 |
|
| AE Wealth Management | 297.00 | $7.2k | -56% | Mar 2026 |
|
| Root Financial Partners | 283.00 | $6.9k | 100% | Mar 2026 |
|
| Hazlett, Burt & Watson | 162.00 | $4.0k | 1% | Mar 2026 |
|
| Ronald Blue Trust | 145.00 | $3.5k | -91% | Mar 2026 |
|
Who sold out of iShares iBonds Dec 2033 Term Treasury ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Dec 2025 | 50k | $1.2M |
| NovaPoint Capital | Dec 2025 | 49k | $1.3M |
| Citadel Advisors | Dec 2025 | 29k | $708k |
| Tower Research Capital | Sep 2025 | 28k | $680k |
| Walleye Partners | Dec 2025 | 8.6k | $212k |
| Advisory Services Network | Sep 2025 | 1.1k | $27k |
| Hanson McClain Advisors | Sep 2025 | 846.00 | $21k |
| Flagship Harbor Advisors | Dec 2025 | 837.00 | $21k |