iShares Ibonds Dec 2033 TresIBTOETF
13F holders, Q4 2024 (December 31)57holders +7
13new positions
8sold out
1famous investor
$23.64avg. 13F price*
At the end of Q4 2024, 57 institutions reported holding iShares Ibonds Dec 2033 Tres (IBTO) in their 13F filings, up 7 from Q3 2024. 13 opened new positions and 8 sold out. The largest holders were GLOBALT Investments LLC / GA ($58.4M), Federation des caisses Desjardins du Quebec ($30.2M) and Krilogy Financial LLC ($18.7M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $67.0M |
| Exits | 8 | $26.6M |
All 13F filers, Q3 2024 → Q4 2024: 3,443,911 shares bought and 1,240,767 shares sold, net +2,203,144 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| GLOBALT Investments LLC / GA | 2.24% | New | 2,470,895 | $58.4M |
| Federation des caisses Desjardins du Quebec | 0.15% | Add +7.3% | 1,279,443 | $30.2M |
| Krilogy Financial LLC | 1.25% | Add +5.8% | 792,315 | $18.7M |
| Atlantic Union Bankshares Corp | 0.98% | Reduce -13.4% | 711,093 | $16.8M |
| UBS Group AG | 0.00% | Add +3.9% | 598,564 | $14.1M |
| Wells Fargo & Company | 0.00% | Reduce -3.5% | 388,518 | $9.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +1187.8% | 359,066 | $8.5M |
| Morgan Stanley | 0.00% | Add +0.4% | 293,620 | $6.9M |
| Estate Counselors, LLC | 0.39% | Add +0.0% | 154,556 | $3.7M |
| Truist Financial Corp. | 0.01% | New | 140,091 | $3.3M |
| Probity Advisors, Inc. | 0.57% | Add +23.5% | 125,460 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Add +33.0% | 115,311 | $2.7M |
| Raymond James Financial Inc. | 0.00% | — | 103,139 | $2.4M |
| Accretive Wealth Partners, LLC | 1.00% | Add +1.4% | 99,237 | $2.3M |
| Fagan Associates, Inc. | 0.28% | Add +13.9% | 73,670 | $1.7M |
| Snowden Capital Advisors LLC | 0.05% | Add +12.8% | 70,819 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +2.3% | 67,227 | $1.6M |
| Synovus Financial Corp. | 0.02% | New | 66,986 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +36.1% | 63,955 | $1.5M |
| Exchange Capital Management, Inc. | 0.18% | New | 49,151 | $1.2M |
| NovaPoint Capital, LLC | 0.26% | Add +13.8% | 34,274 | $860K |
| Mechanics Bank Trust Department | 0.10% | Add +8.2% | 33,000 | $780K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.6% | 27,489 | $650K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | New | 26,107 | $617K |
| Citadel Advisors | 0.00% | Add +60.8% | 25,888 | $612K |
| Captrust Financial Advisors | 0.00% | New | 24,708 | $584K |
| Atlantic Private Wealth, LLC | 0.39% | New | 22,135 | $523K |
| Osaic Holdings, Inc. | 0.00% | Reduce -17.5% | 20,215 | $478K |
| Benjamin Edwards Inc. | 0.01% | Add +4.7% | 18,498 | $437K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -7.9% | 17,923 | $424K |
| LPL Financial LLC | 0.00% | Add +40.6% | 17,885 | $423K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.6% | 17,108 | $404K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +8.5% | 15,687 | $371K |
| Jane Street Group, LLC | 0.00% | Reduce -77.8% | 14,390 | $340K |
| Jacobi Capital Management LLC | 0.03% | Add +34.3% | 14,294 | $338K |
| Bank of America Corp. | 0.00% | Add +28.0% | 13,991 | $331K |
| HRT Financial LP | 0.00% | New | 11,287 | $266K |
| Mendota Financial Group, LLC | 0.17% | New | 10,781 | $255K |
| JPL Wealth Management, LLC | 0.07% | — | 10,239 | $242K |
| Thoroughbred Financial Services, LLC | 0.01% | Add +1.4% | 9,902 | $233K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +29.2% | 9,374 | $222K |
| James Investment Research, Inc. | 0.03% | No change | 9,150 | $216K |
| Private Advisor Group, LLC | 0.00% | New | 8,920 | $211K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -11.2% | 8,622 | $204K |
| Physician Wealth Advisors, Inc. | 0.02% | New | 4,173 | $99K |
| IFP Advisors, Inc | 0.00% | No change | 3,075 | $73K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 2,041 | $48K |
| Noble Wealth Management PBC | 0.03% | — | 2,000 | $47K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,874 | $44K |
| Capital Analysts, LLC | 0.00% | No change | 1,873 | $44K |
| Parallel Advisors, LLC | 0.00% | Reduce -39.7% | 1,474 | $35K |
| Allworth Financial LP | 0.00% | No change | 846 | $20K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 707 | $17K |
| Asset Dedication, LLC | 0.00% | Add +164.0% | 652 | $15K |
| CENTRAL TRUST Co | 0.00% | No change | 345 | $8K |
| Logan Capital Management Inc. | 0.00% | New | 267 | $6K |
| Blue Trust, Inc. | 0.00% | New | 4 | $95 |
"% 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.