iShares Ibonds Dec 2033 TresIBTOETF
13F holders, Q1 2025 (March 31)71holders +14
21new positions
7sold out
$24.40avg. 13F price*
At the end of Q1 2025, 71 institutions reported holding iShares Ibonds Dec 2033 Tres (IBTO) in their 13F filings, up 14 from Q4 2024. 21 opened new positions and 7 sold out. The largest holders were GLOBALT Investments LLC / GA ($58.7M), Federation des caisses Desjardins du Quebec ($31.5M) and Krilogy Financial LLC ($20.9M).
- Company
- iShares Ibonds Dec 2033 Tres
- CUSIP
- 46436E148
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $42.7M |
| Exits | 7 | $2.6M |
All 13F filers, Q4 2024 → Q1 2025: 2,088,726 shares bought and 595,749 shares sold, net +1,492,977 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| GLOBALT Investments LLC / GA | 2.40% | Reduce -2.7% | 2,404,102 | $58.7M |
| Federation des caisses Desjardins du Quebec | 0.16% | Add +0.8% | 1,289,380 | $31.5M |
| Krilogy Financial LLC | 1.35% | Add +7.9% | 855,060 | $20.9M |
| Atlantic Union Bankshares Corp | 1.08% | Add +3.1% | 733,299 | $17.9M |
| Confluence Investment Management LLC | 0.25% | New | 700,979 | $17.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.0% | 369,741 | $9.0M |
| UBS Group AG | 0.00% | Reduce -42.3% | 345,505 | $8.4M |
| Cetera Investment Advisers | 0.02% | New | 344,827 | $8.4M |
| Morgan Stanley | 0.00% | Add +14.6% | 336,582 | $8.2M |
| Wells Fargo & Company | 0.00% | Reduce -25.7% | 288,705 | $7.0M |
| Headland Capital, LLC | 2.21% | New | 272,453 | $6.6M |
| Estate Counselors, LLC | 0.40% | Add +2.5% | 158,426 | $3.9M |
| Chatham Capital Group, Inc. | 0.60% | New | 148,535 | $3.6M |
| HighTower Advisors, LLC | 0.00% | Add +28.2% | 147,858 | $3.6M |
| Probity Advisors, Inc. | 0.64% | Add +9.0% | 136,792 | $3.3M |
| Truist Financial Corp. | 0.01% | Reduce -6.0% | 131,673 | $3.2M |
| Accretive Wealth Partners, LLC | 1.08% | Add +26.9% | 125,912 | $3.1M |
| Stifel Financial Corp. | 0.00% | Add +43.5% | 96,450 | $2.4M |
| Snowden Capital Advisors LLC | 0.07% | Add +16.9% | 82,789 | $2.0M |
| Equitable Holdings, Inc. | 0.02% | New | 76,724 | $1.9M |
| Synovus Financial Corp. | 0.02% | Add +14.4% | 76,645 | $1.9M |
| Fagan Associates, Inc. | 0.29% | Reduce -2.0% | 72,170 | $1.8M |
| Royal Bank of Canada | 0.00% | Add +4.4% | 66,754 | $1.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +138.3% | 62,223 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -42.4% | 59,364 | $1.4M |
| Exchange Capital Management, Inc. | 0.19% | No change | 49,151 | $1.2M |
| Keeler Thomas Management LLC | 0.52% | New | 43,270 | $1.1M |
| Mechanics Bank Trust Department | 0.11% | No change | 33,000 | $805K |
| Flow Traders U.S. LLC | 0.03% | New | 30,674 | $748K |
| Osaic Holdings, Inc. | 0.00% | Add +46.7% | 29,649 | $724K |
| Captrust Financial Advisors | 0.00% | No change | 24,708 | $603K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -13.1% | 23,894 | $583K |
| LPL Financial LLC | 0.00% | Add +28.8% | 23,039 | $562K |
| Atlantic Private Wealth, LLC | 0.39% | Reduce -1.3% | 21,840 | $533K |
| Benjamin Edwards Inc. | 0.01% | Add +10.7% | 20,477 | $500K |
| GTS Securities LLC | 0.02% | New | 19,202 | $469K |
| JPL Wealth Management, LLC | 0.13% | Add +82.2% | 18,654 | $455K |
| Greater Midwest Financial Group, LLC | 0.31% | New | 18,028 | $440K |
| Goldman Sachs Group Inc. | 0.00% | New | 17,519 | $427K |
| United Capital Financial Advisors, LLC | 0.00% | New | 17,421 | $425K |
| Simplicity Wealth,LLC | 0.03% | New | 15,820 | $386K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.0% | 15,681 | $383K |
| Jacobi Capital Management LLC | 0.03% | Add +0.1% | 14,301 | $349K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -22.1% | 13,953 | $340K |
| Signaturefd, LLC | 0.01% | New | 13,372 | $326K |
| Jane Street Group, LLC | 0.00% | Reduce -15.9% | 12,105 | $295K |
| Bank of America Corp. | 0.00% | Reduce -15.6% | 11,810 | $288K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 10,961 | $267K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +0.7% | 9,966 | $243K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.5% | 9,517 | $232K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 9,244 | $226K |
| Private Advisor Group, LLC | 0.00% | No change | 8,920 | $218K |
| James Investment Research, Inc. | 0.03% | Reduce -6.8% | 8,525 | $208K |
| Coldstream Capital Management Inc. | 0.00% | New | 7,889 | $192K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 4,173 | $102K |
| IFP Advisors, Inc | 0.00% | Add +26.6% | 3,892 | $95K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 2,041 | $50K |
| Noble Wealth Management PBC | 0.03% | No change | 2,000 | $49K |
| Capital Analysts, LLC | 0.00% | No change | 1,873 | $46K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,874 | $46K |
| Cwm, LLC | 0.00% | New | 1,243 | $30K |
| Comerica Bank | 0.00% | New | 1,089 | $27K |
| Asset Dedication, LLC | 0.00% | Add +38.2% | 901 | $22K |
| Allworth Financial LP | 0.00% | No change | 846 | $21K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 707 | $17K |
| CENTRAL TRUST Co | 0.00% | No change | 345 | $8K |
| JPMorgan Chase & Co. | 0.00% | New | 276 | $7K |
| Logan Capital Management Inc. | 0.00% | No change | 267 | $7K |
| Centricity Wealth Management, LLC | 0.00% | New | 210 | $5K |
| CoreCap Advisors, LLC | 0.00% | New | 12 | $293 |
| Blue Trust, Inc. | 0.00% | No change | 4 | $98 |
"% 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.