iShares Ibonds Dec 2033 TresIBTOETF
13F holders, Q2 2026 (June 30)84holders
11new positions
10sold out
1famous investor
$24.14avg. 13F price*
At the end of Q2 2026, 84 institutions reported holding iShares Ibonds Dec 2033 Tres (IBTO) in their 13F filings, unchanged from Q1 2026. 11 opened new positions and 10 sold out. The largest holders were GLOBALT Investments LLC / GA ($57.1M), Atlantic Union Bankshares Corp ($43.8M) and Krilogy Financial LLC ($29.1M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Ibonds Dec 2033 Tres
- CUSIP
- 46436E148
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $7.1M |
| Exits | 10 | $14.1M |
All 13F filers, Q1 2026 → Q2 2026: 1,184,860 shares bought and 789,402 shares sold, net +395,458 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| GLOBALT Investments LLC / GA | 1.93% | Reduce -1.9% | 2,365,635 | $57.1M |
| Atlantic Union Bankshares Corp | 0.73% | Add +24.2% | 1,813,486 | $43.8M |
| Krilogy Financial LLC | 0.86% | Add +7.5% | 1,206,508 | $29.1M |
| Morgan Stanley | 0.00% | Add +6.5% | 1,053,283 | $25.4M |
| Confluence Investment Management LLC | 0.37% | Reduce -8.6% | 988,431 | $23.9M |
| Chatham Capital Group, Inc. | 2.16% | Add +4.8% | 701,220 | $16.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.6% | 655,024 | $15.8M |
| Cetera Investment Advisers | 0.01% | Add +2.7% | 414,307 | $10.0M |
| Ameriprise Financial Inc. | 0.00% | Add +5.3% | 357,210 | $8.6M |
| Headland Capital, LLC | 2.00% | Add +7.5% | 335,965 | $8.1M |
| Wells Fargo & Company | 0.00% | Add +1.2% | 327,219 | $7.9M |
| HighTower Advisors, LLC | 0.01% | Add +19.1% | 318,509 | $7.7M |
| Probity Advisors, Inc. | 0.84% | Add +23.8% | 243,911 | $5.9M |
| UBS Group AG | 0.00% | Add +0.6% | 179,532 | $4.3M |
| Accretive Wealth Partners, LLC | 1.01% | Add +23.9% | 171,564 | $4.1M |
| Truist Financial Corp. | 0.00% | Add +7.8% | 168,492 | $4.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +14.9% | 156,446 | $3.8M |
| Bank of America Corp. | 0.00% | Add +13.9% | 155,157 | $3.7M |
| Royal Bank of Canada | 0.00% | Add +5.5% | 134,229 | $3.2M |
| Stifel Financial Corp. | 0.00% | Reduce -7.9% | 124,670 | $3.0M |
| United Capital Financial Advisors, LLC | 0.02% | Add +14.4% | 114,527 | $2.8M |
| Fagan Associates, Inc. | 0.29% | Reduce -0.1% | 97,627 | $2.4M |
| Sei Investments Co. | 0.00% | No change | 97,575 | $2.4M |
| Thoroughbred Financial Services, LLC | 0.11% | Add +4.1% | 97,386 | $2.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.2% | 90,891 | $2.2M |
| Snowden Capital Advisors LLC | 0.05% | Add +0.3% | 85,027 | $2.1M |
| MCF Advisors LLC | 0.07% | New | 77,997 | $2.0M |
| Boston Family Office LLC | 0.10% | New | 70,359 | $1.7M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +9.6% | 69,777 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Add +4.8% | 68,546 | $1.7M |
| Stockman Wealth Management, Inc. | 0.14% | New | 57,551 | $1.4M |
| L2 Asset Management, LLC | 0.14% | Add +2.3% | 55,364 | $1.3M |
| LPL Financial LLC | 0.00% | Add +10.6% | 50,883 | $1.2M |
| Lido Advisors, LLC | 0.00% | No change | 50,214 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 38,323 | $925K |
| Mechanics Bank Trust Department | 0.10% | Add +5.4% | 34,770 | $839K |
| Benjamin Edwards Inc. | 0.01% | Add +3.1% | 30,217 | $729K |
| Reliant Wealth Planning | 0.19% | Reduce -6.7% | 28,589 | $690K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.6% | 27,391 | $661K |
| Greater Midwest Financial Group, LLC | 0.29% | Add +1.3% | 23,856 | $576K |
| Simplicity Wealth,LLC | 0.02% | Add +21.8% | 20,977 | $506K |
| PFG Advisors | 0.03% | Reduce -76.2% | 20,925 | $505K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +2.4% | 19,425 | $469K |
| Kestra Advisory Services, LLC | 0.00% | Add +13.6% | 19,058 | $460K |
| Visionary Wealth Advisors | 0.02% | Reduce -2.1% | 18,896 | $456K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | No change | 18,074 | $436K |
| AQR Capital Management | 0.00% | No change | 17,826 | $430K |
| JPL Wealth Management, LLC | 0.08% | Reduce -1.9% | 17,074 | $412K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +24.2% | 16,862 | $407K |
| Jacobi Capital Management LLC | 0.02% | Add +0.7% | 16,454 | $397K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.5% | 15,942 | $385K |
| Jim Saulnier & Associates, LLC | 0.15% | Add +11.5% | 15,552 | $375K |
| Captrust Financial Advisors | 0.00% | Reduce -36.0% | 15,219 | $367K |
| Leavell Investment Management, Inc. | 0.01% | Add +9.5% | 14,275 | $344K |
| Single Point Partners, LLC | 0.06% | New | 13,718 | $331K |
| Keeler Thomas Management LLC | 0.11% | Reduce -30.7% | 12,895 | $311K |
| Old Mission Investment Co LLC | 0.06% | New | 12,320 | $297K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -21.7% | 11,482 | $277K |
| IFP Advisors, Inc | 0.00% | Add +99.8% | 10,481 | $253K |
| Signaturefd, LLC | 0.00% | Add +24.8% | 10,418 | $251K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 9,552 | $231K |
| Guidance Point Advisors, LLC | 0.05% | Add +5.2% | 8,961 | $216K |
| Private Advisor Group, LLC | 0.00% | No change | 8,920 | $215K |
| James Investment Research, Inc. | 0.02% | No change | 8,525 | $206K |
| Coldstream Capital Management Inc. | 0.00% | No change | 8,420 | $203K |
| Physician Wealth Advisors, Inc. | 0.02% | Add +81.6% | 7,577 | $183K |
| Asset Dedication, LLC | 0.01% | Add +87.9% | 5,117 | $123K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.0% | 4,952 | $120K |
| Harbour Investments, Inc. | 0.00% | New | 4,543 | $110K |
| Fifth Third Bancorp | 0.00% | Add +0.4% | 3,662 | $88K |
| Fiduciary Financial Advisors | 0.01% | New | 3,464 | $84K |
| CNB Bank | 0.03% | Add +5.1% | 3,375 | $81K |
| Atlantic Private Wealth, LLC | 0.04% | Reduce -22.9% | 3,008 | $73K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 1,608 | $39K |
| CENTRAL TRUST Co | 0.00% | No change | 1,427 | $34K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.1% | 1,384 | $33K |
| Hyposwiss Advisors SA | 0.03% | No change | 1,120 | $27K |
| Noble Wealth Management PBC | 0.01% | Reduce -60.0% | 800 | $19K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 626 | $15K |
| CoreCap Advisors, LLC | 0.00% | No change | 484 | $12K |
| Logan Capital Management Inc. | 0.00% | — | 280 | $7K |
| AE Wealth Management LLC | 0.00% | Reduce -17.5% | 245 | $6K |
| Assetmark, Inc. | 0.00% | New | 214 | $5K |
| First PREMIER Bank | 0.00% | New | 195 | $5K |
"% of holder's portfolio" is IBTO's weight in each manager's 13F, not the share of iShares Ibonds Dec 2033 Tres the manager owns.