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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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 | 2.4M | $57M | -2% | Jun 2026 |
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| Union Bankshares | 1.8M | $44M | 24% | Jun 2026 |
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| Krilogy Financial | 1.2M | $29M | 8% | Jun 2026 |
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| Morgan Stanley | 989k | $24M | 7% | Mar 2026 |
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| Confluence Investment Management | 988k | $24M | -9% | Jun 2026 |
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| Chatham Capital Group | 701k | $17M | 5% | Jun 2026 |
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| Envestnet Asset Management | 655k | $16M | 9% | Jun 2026 |
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| Cetera Investment Advisers | 414k | $10M | 3% | Jun 2026 |
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| Ameriprise Financial | 357k | $8.6M | 5% | Jun 2026 |
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| Headland Capital | 336k | $8.1M | 7% | Jun 2026 |
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| Wells Fargo & Company | 327k | $7.9M | 1% | Jun 2026 |
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| HighTower Advisors | 319k | $7.7M | 19% | Jun 2026 |
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| Probity Advisors | 244k | $5.9M | 24% | Jun 2026 |
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| UBS Group | 180k | $4.3M | 1% | Jun 2026 |
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| Accretive Wealth Partners | 172k | $4.1M | 24% | Jun 2026 |
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| Branch Banking & Trust Company | 169k | $4.1M | 8% | Jun 2026 |
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| Mercer Global Advisors | 156k | $3.8M | 15% | Jun 2026 |
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| Bank of America Corporation | 155k | $3.7M | 14% | Jun 2026 |
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| Royal Bank of Canada | 134k | $3.2M | 6% | Jun 2026 |
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| Stifel Financial | 125k | $3.0M | -8% | Jun 2026 |
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| United Capital Financial Advisers | 115k | $2.8M | 14% | Jun 2026 |
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| Fagan Associates | 98k | $2.4M | 0% | Jun 2026 |
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| Sei Investments | 98k | $2.4M | 0% | Jun 2026 |
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| Thoroughbred Financial Services | 97k | $2.4M | 4% | Jun 2026 |
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| Raymond James Financial | 91k | $2.2M | -2% | Jun 2026 |
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| Snowden Capital Advisors | 85k | $2.1M | 0% | Jun 2026 |
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| MCF Advisors | 78k | $2.0M | 100% | Jun 2026 |
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| Boston Family Office | 70k | $1.7M | 100% | Jun 2026 |
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| Pinnacle Financial Partners | 70k | $1.7M | 10% | Jun 2026 |
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| Janney Montgomery Scott | 69k | $1.7M | 5% | Jun 2026 |
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| Stockman Asset Management | 58k | $1.4M | 100% | Jun 2026 |
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| L2 Asset Management | 55k | $1.3M | 2% | Jun 2026 |
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| LPL Financial | 51k | $1.2M | 11% | Jun 2026 |
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| Lido Advisors | 50k | $1.2M | 0% | Jun 2026 |
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| Jane Street | 38k | $925k | 100% | Jun 2026 |
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| CWM | 35k | $850k | 0% | Mar 2026 |
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| Mechanics Bank Trust Department / The Mechanics Bank | 35k | $839k | 5% | Jun 2026 |
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| Benjamin Edwards | 30k | $729k | 3% | Jun 2026 |
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| Reliant Wealth Planning | 29k | $690k | -7% | Jun 2026 |
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| Commonwealth Equity Services | 27k | $661k | 2% | Jun 2026 |
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| Greater Midwest Financial Group | 24k | $576k | 1% | Jun 2026 |
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| Simplicity Wealth | 21k | $506k | 22% | Jun 2026 |
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| PFG Advisors | 21k | $505k | -76% | Jun 2026 |
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| Financial Engines Advisors L.L.C | 19k | $469k | 2% | Jun 2026 |
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| Kestra Advisory Services | 19k | $460k | 14% | Jun 2026 |
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| Visionary Wealth Advisors | 19k | $456k | -2% | Jun 2026 |
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| CliftonLarsonAllen Wealth Advisors | 18k | $436k | 0% | Jun 2026 |
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| AQR Capital Management | 18k | $430k | 0% | Jun 2026 |
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| JPL Wealth Management | 17k | $412k | -2% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 17k | $407k | 24% | Jun 2026 |
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| Jacobi Capital Management | 17k | $397k | 1% | Jun 2026 |
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| Cambridge Investment Research Advisors | 16k | $385k | 1% | Jun 2026 |
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| Integrated Wealth Concepts | 16k | $380k | 7% | Jun 2026 |
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| Jim Saulnier & Associates | 16k | $375k | 12% | Jun 2026 |
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| Captrust Financial Advisors | 15k | $367k | -36% | Jun 2026 |
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| Leavell Investment Management | 14k | $345k | 9% | Jun 2026 |
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| Single Point Partners | 14k | $331k | 100% | Jun 2026 |
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| Keeler THomas Management | 13k | $311k | -31% | Jun 2026 |
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| Jaffetilchin Investment Partners | 11k | $279k | 1% | Mar 2026 |
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| IFP Advisors | 11k | $253k | 100% | Jun 2026 |
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| Signature | 10k | $251k | 25% | Jun 2026 |
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| Vestmark Advisory Solutions | 9.6k | $231k | 100% | Jun 2026 |
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| Guidance Point Advisors | 9.0k | $216k | 5% | Jun 2026 |
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| Private Advisor | 8.9k | $215k | 0% | Jun 2026 |
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| James Investment Research | 8.5k | $206k | 0% | Jun 2026 |
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| Coldstream Capital Management | 8.4k | $203k | 0% | Jun 2026 |
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| UMA Financial Services | 7.6k | $183k | 82% | Jun 2026 |
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| Asset Dedication | 5.1k | $124k | 88% | Jun 2026 |
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| Advisor Group Holdings | 5.0k | $120k | -3% | Jun 2026 |
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| Harbour Investments | 4.5k | $110k | 100% | Jun 2026 |
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| Fifth Third Bancorp | 3.7k | $88k | 0% | Jun 2026 |
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| Action Point Financial Planning | 3.5k | $84k | 100% | Jun 2026 |
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| CNB Bank | 3.4k | $81k | 5% | Jun 2026 |
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| Atlantic Private Wealth | 3.0k | $73k | -23% | Jun 2026 |
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| Cherry Tree Wealth Management | 1.6k | $39k | 0% | Mar 2026 |
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| Central Trust & Investment | 1.4k | $34k | 0% | Jun 2026 |
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| Rockefeller Capital Management | 1.4k | $33k | 1% | Jun 2026 |
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| Hyposwiss Advisors SA | 1.1k | $27k | 0% | Jun 2026 |
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| Noble Wealth Management PBC | 800.00 | $19k | -60% | Jun 2026 |
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| Federation des caisses Desjardins du Quebec | 626.00 | $15k | 0% | Jun 2026 |
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| CoreCap Advisors | 484.00 | $12k | 0% | Jun 2026 |
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| Logan Capital Management | 280.00 | $6.8k | 100% | Jun 2026 |
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| AE Wealth Management | 245.00 | $5.9k | -18% | Jun 2026 |
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| Assetmark | 214.00 | $5.2k | 100% | Jun 2026 |
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| First PREMIER Bank | 195.00 | $5.0k | 100% | Jun 2026 |
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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 |
|---|---|---|---|
| PFG Private Wealth Management | Mar 2026 | 493k | $13M |
| Tower Research Capital | Mar 2026 | 26k | $626k |
| Susquehanna International | Mar 2026 | 23k | $566k |
| Clayton Financial Group | Mar 2026 | 2.7k | $66k |
| Advisory Services Network | Mar 2026 | 2.0k | $49k |
| Hanson McClain Advisors | Mar 2026 | 846.00 | $21k |
| Aptus Capital Advisors | Mar 2026 | 414.00 | $10k |
| Root Financial Partners | Mar 2026 | 283.00 | $6.9k |