iShares Ibonds Dec 2033 TresIBTOETF
13F holders, Q2 2024 (June 30)43holders +2
8new positions
5sold out
$24.00avg. 13F price*
At the end of Q2 2024, 43 institutions reported holding iShares Ibonds Dec 2033 Tres (IBTO) in their 13F filings, up 2 from Q1 2024. 8 opened new positions and 5 sold out. The largest holders were Federation des caisses Desjardins du Quebec ($27.7M), Atlantic Union Bankshares Corp ($26.7M) and Summitry LLC ($24.0M).
- Company
- iShares Ibonds Dec 2033 Tres
- CUSIP
- 46436E148
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $31.4M |
| Exits | 5 | $3.8M |
All 13F filers, Q1 2024 → Q2 2024: 1,765,036 shares bought and 262,081 shares sold, net +1,502,955 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Federation des caisses Desjardins du Quebec | 0.15% | Add +0.7% | 1,155,486 | $27.7M |
| Atlantic Union Bankshares Corp | 1.66% | Add +28.3% | 1,112,658 | $26.7M |
| Summitry LLC | 1.24% | New | 999,173 | $24.0M |
| Krilogy Financial LLC | 1.27% | Add +4.6% | 716,530 | $17.2M |
| UBS Group AG | 0.00% | Reduce -7.8% | 573,782 | $13.8M |
| Wells Fargo & Company | 0.00% | Add +2.2% | 405,596 | $9.7M |
| Morgan Stanley | 0.00% | Add +0.3% | 283,369 | $6.8M |
| Cetera Investment Advisers | 0.02% | Add +2.0% | 276,237 | $6.6M |
| Estate Counselors, LLC | 0.41% | New | 154,810 | $3.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +32.4% | 148,940 | $3.6M |
| Raymond James & Associates | 0.00% | Add +6.8% | 108,521 | $2.6M |
| Accretive Wealth Partners, LLC | 0.97% | Add +1.3% | 96,259 | $2.3M |
| Probity Advisors, Inc. | 0.45% | Add +26.2% | 89,502 | $2.1M |
| Avantax Planning Partners, Inc. | 0.07% | Reduce -37.8% | 88,372 | $2.1M |
| HighTower Advisors, LLC | 0.00% | New | 84,923 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +7.7% | 62,068 | $1.5M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -5.3% | 60,799 | $1.5M |
| Exchange Capital Management, Inc. | 0.19% | No change | 49,151 | $1.2M |
| Fagan Associates, Inc. | 0.20% | Add +108.6% | 47,700 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +29.1% | 38,463 | $924K |
| Mechanics Bank Trust Department | 0.10% | Add +45.2% | 30,500 | $732K |
| Envestnet Asset Management Inc. | 0.00% | Add +13.3% | 27,609 | $663K |
| Commonwealth Equity Services, LLC | 0.00% | Add +54.6% | 26,698 | $641K |
| Osaic Holdings, Inc. | 0.00% | Add +905.2% | 23,572 | $566K |
| Mutual Advisors, LLC | 0.02% | New | 21,040 | $513K |
| Sowell Financial Services LLC | 0.02% | New | 20,642 | $495K |
| Kestra Advisory Services, LLC | 0.00% | Add +26.7% | 19,190 | $461K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Add +18.6% | 18,700 | $449K |
| LPL Financial LLC | 0.00% | New | 18,167 | $436K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +4.0% | 16,434 | $394K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.6% | 13,775 | $331K |
| James Investment Research, Inc. | 0.03% | No change | 9,150 | $220K |
| Bank of America Corp. | 0.00% | Add +240.3% | 7,555 | $181K |
| US Bancorp \de | 0.00% | New | 6,300 | $151K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 4,420 | $106K |
| IFP Advisors, Inc | 0.00% | No change | 3,075 | $74K |
| Spectrum Wealth Counsel, LLC | 0.01% | New | 2,041 | $49K |
| Capital Analysts, LLC | 0.00% | No change | 1,873 | $45K |
| Benjamin Edwards Inc. | 0.01% | Add +1.0% | 1,832 | $44K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,746 | $42K |
| Allworth Financial LP | 0.00% | No change | 846 | $20K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 707 | $17K |
| CENTRAL TRUST Co | 0.00% | No change | 345 | $8K |
"% 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.