iShares Ibonds Dec 2033 TresIBTOETF
13F holders, Q3 2024 (September 30)50holders +7
12new positions
4sold out
1famous investor
$25.11avg. 13F price*
At the end of Q3 2024, 50 institutions reported holding iShares Ibonds Dec 2033 Tres (IBTO) in their 13F filings, up 7 from Q2 2024. 12 opened new positions and 4 sold out. The largest holders were Federation des caisses Desjardins du Quebec ($29.9M), Summitry LLC ($25.4M) and Atlantic Union Bankshares Corp ($20.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2033 Tres
- CUSIP
- 46436E148
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $4.0M |
| Exits | 4 | $11.8M |
All 13F filers, Q2 2024 → Q3 2024: 328,867 shares bought and 883,112 shares sold, net −554,245 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Federation des caisses Desjardins du Quebec | 0.15% | Add +3.2% | 1,191,983 | $29.9M |
| Summitry LLC | 1.22% | Add +1.4% | 1,013,526 | $25.4M |
| Atlantic Union Bankshares Corp | 1.20% | Reduce -26.2% | 820,813 | $20.6M |
| Krilogy Financial LLC | 1.29% | Add +4.5% | 748,812 | $18.8M |
| UBS Group AG | 0.00% | Add +0.4% | 575,942 | $14.5M |
| Wells Fargo & Company | 0.00% | Reduce -0.7% | 402,772 | $10.1M |
| Morgan Stanley | 0.00% | Add +3.2% | 292,409 | $7.3M |
| Estate Counselors, LLC | 0.40% | Reduce -0.2% | 154,502 | $3.9M |
| Raymond James & Associates | 0.00% | Add +3.3% | 112,085 | $2.8M |
| Probity Advisors, Inc. | 0.49% | Add +13.5% | 101,614 | $2.6M |
| Accretive Wealth Partners, LLC | 1.03% | Add +1.7% | 97,884 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Add +2.1% | 86,697 | $2.2M |
| Stifel Financial Corp. | 0.00% | Add +5.9% | 65,714 | $1.7M |
| Jane Street Group, LLC | 0.00% | New | 64,972 | $1.6M |
| Fagan Associates, Inc. | 0.27% | Add +35.6% | 64,660 | $1.6M |
| Snowden Capital Advisors LLC | 0.05% | Add +3.3% | 62,794 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +22.1% | 46,974 | $1.2M |
| NovaPoint Capital, LLC | 0.25% | New | 30,114 | $795K |
| Mechanics Bank Trust Department | 0.10% | No change | 30,500 | $766K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.6% | 27,924 | $701K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.0% | 27,881 | $700K |
| Osaic Holdings, Inc. | 0.00% | Add +3.9% | 24,500 | $615K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.4% | 19,461 | $489K |
| Sowell Financial Services LLC | 0.02% | Reduce -10.4% | 18,502 | $465K |
| Benjamin Edwards Inc. | 0.01% | Add +864.9% | 17,676 | $444K |
| Mutual Advisors, LLC | 0.01% | Reduce -17.4% | 17,384 | $423K |
| Citadel Advisors | 0.00% | New | 16,105 | $404K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +5.0% | 14,462 | $363K |
| LPL Financial LLC | 0.00% | Reduce -30.0% | 12,717 | $319K |
| Susquehanna International Group, LLP | 0.00% | New | 12,281 | $308K |
| Bank of America Corp. | 0.00% | Add +44.7% | 10,932 | $274K |
| Jacobi Capital Management LLC | 0.02% | New | 10,641 | $267K |
| Cerity Partners LLC | 0.00% | New | 10,059 | $253K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 9,765 | $245K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -89.0% | 9,711 | $244K |
| James Investment Research, Inc. | 0.03% | No change | 9,150 | $230K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +64.2% | 7,257 | $182K |
| IFP Advisors, Inc | 0.00% | No change | 3,075 | $77K |
| Parallel Advisors, LLC | 0.00% | New | 2,446 | $61K |
| CarsonAllaria Wealth Management, Ltd. | 0.03% | New | 2,078 | $52K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 2,041 | $51K |
| Parkside Financial Bank & Trust | 0.01% | Add +7.3% | 1,874 | $47K |
| Capital Analysts, LLC | 0.00% | No change | 1,873 | $47K |
| US Bancorp \de | 0.00% | Reduce -82.5% | 1,100 | $28K |
| Allworth Financial LP | 0.00% | No change | 846 | $21K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 707 | $18K |
| CENTRAL TRUST Co | 0.00% | No change | 345 | $9K |
| Asset Dedication, LLC | 0.00% | New | 247 | $6K |
| Pin Oak Investment Advisors Inc. | 0.00% | New | 69 | $1K |
| FMR LLC | 0.00% | New | 1 | $25 |
"% 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.