iShares Ibonds Dec 2033 TresIBTOETF
13F holders, Q1 2024 (March 31)41holders
$24.28avg. 13F price*
At the end of Q1 2024, 41 institutions reported holding iShares Ibonds Dec 2033 Tres (IBTO) in their 13F filings. The largest holders were Federation des caisses Desjardins du Quebec ($27.9M), Atlantic Union Bankshares Corp ($21.1M) and Krilogy Financial LLC ($16.6M).
- Company
- iShares Ibonds Dec 2033 Tres
- CUSIP
- 46436E148
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $11.1M |
| Exits | 6 | $16.3M |
Ownership 41 holders
| Federation des caisses Desjardins du Quebec | 0.20% | Add +2.4% | 1,147,103 | $27.9M |
| Atlantic Union Bankshares Corp | 1.77% | Add +22.6% | 867,072 | $21.1M |
| Krilogy Financial LLC | 1.28% | Add +35.9% | 685,093 | $16.6M |
| UBS Group AG | 0.01% | Add +1076.0% | 622,513 | $15.1M |
| Wells Fargo & Company | 0.00% | Add +28.9% | 396,829 | $9.6M |
| Morgan Stanley | 0.00% | Add +9.3% | 282,639 | $6.9M |
| Cetera Investment Advisers | 0.02% | Add +1993.8% | 270,857 | $6.6M |
| Avantax Planning Partners, Inc. | 0.11% | New | 142,054 | $3.5M |
| Goldman Sachs Group Inc. | 0.00% | No change | 112,469 | $2.7M |
| Raymond James & Associates | 0.00% | New | 101,611 | $2.5M |
| Jane Street Group, LLC | 0.00% | Add +587.2% | 94,540 | $2.3M |
| Accretive Wealth Partners, LLC | 1.00% | Add +7.1% | 95,056 | $2.3M |
| Probity Advisors, Inc. | 0.36% | Add +96.8% | 70,902 | $1.7M |
| Snowden Capital Advisors LLC | 0.05% | Add +3.0% | 64,234 | $1.6M |
| Stifel Financial Corp. | 0.00% | Reduce -3.3% | 57,657 | $1.4M |
| Exchange Capital Management, Inc. | 0.19% | New | 49,151 | $1.2M |
| American National Bank & Trust Co. | 0.28% | — | 48,723 | $1.2M |
| Old Mission Capital LLC | 0.03% | New | 42,301 | $1.0M |
| Royal Bank of Canada | 0.00% | New | 29,789 | $723K |
| Envestnet Asset Management Inc. | 0.00% | New | 24,379 | $592K |
| Fagan Associates, Inc. | 0.10% | New | 22,865 | $555K |
| Mechanics Bank Trust Department | 0.07% | No change | 21,000 | $510K |
| Lincoln National Corp. | 0.01% | New | 19,289 | $469K |
| Commonwealth Equity Services, LLC | 0.00% | Add +23.4% | 17,270 | $420K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +17.7% | 15,807 | $384K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Reduce -18.0% | 15,774 | $383K |
| Kestra Advisory Services, LLC | 0.00% | New | 15,143 | $368K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +55.6% | 13,560 | $329K |
| James Investment Research, Inc. | 0.03% | New | 9,150 | $222K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +294.6% | 4,420 | $107K |
| IFP Advisors, Inc | 0.00% | No change | 3,075 | $75K |
| Osaic Holdings, Inc. | 0.00% | No change | 2,345 | $57K |
| Bank of America Corp. | 0.00% | Add +242.1% | 2,220 | $54K |
| Capital Analysts, LLC | 0.00% | No change | 1,873 | $45K |
| Benjamin Edwards Inc. | 0.01% | Add +71.3% | 1,814 | $44K |
| Parkside Financial Bank & Trust | 0.01% | Add +19.0% | 1,746 | $42K |
| Allworth Financial LP | 0.00% | No change | 846 | $21K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 707 | $17K |
| CENTRAL TRUST Co | 0.00% | New | 345 | $8K |
| NewEdge Advisors, LLC | 0.00% | New | 78 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | New | 25 | $607 |
"% 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.