iShares Ibonds Dec 2033 TresIBTOETF
13F holders, Q2 2025 (June 30)74holders +3
10new positions
5sold out
1famous investor
$24.51avg. 13F price*
At the end of Q2 2025, 74 institutions reported holding iShares Ibonds Dec 2033 Tres (IBTO) in their 13F filings, up 3 from Q1 2025. 10 opened new positions and 5 sold out. The largest holders were GLOBALT Investments LLC / GA ($56.9M), Federation des caisses Desjardins du Quebec ($32.1M) and Atlantic Union Bankshares Corp ($22.8M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $5.1M |
| Exits | 5 | $4.8M |
All 13F filers, Q1 2025 → Q2 2025: 1,278,514 shares bought and 577,916 shares sold, net +700,598 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| GLOBALT Investments LLC / GA | 2.18% | Reduce -3.4% | 2,322,883 | $56.9M |
| Federation des caisses Desjardins du Quebec | 0.14% | Add +1.6% | 1,310,104 | $32.1M |
| Atlantic Union Bankshares Corp | 0.52% | Add +27.1% | 931,860 | $22.8M |
| Krilogy Financial LLC | 1.24% | Add +2.8% | 878,976 | $21.5M |
| Confluence Investment Management LLC | 0.24% | Reduce -0.9% | 694,671 | $17.0M |
| Morgan Stanley | 0.00% | Add +80.8% | 608,556 | $14.9M |
| Chatham Capital Group, Inc. | 1.77% | Add +219.6% | 474,700 | $11.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.4% | 408,174 | $10.0M |
| Cetera Investment Advisers | 0.01% | Add +1.8% | 351,146 | $8.6M |
| Headland Capital, LLC | 2.11% | Add +4.4% | 284,351 | $7.0M |
| UBS Group AG | 0.00% | Reduce -29.8% | 242,690 | $5.9M |
| Wells Fargo & Company | 0.00% | Reduce -29.8% | 202,569 | $5.0M |
| HighTower Advisors, LLC | 0.00% | Add +7.8% | 159,409 | $3.9M |
| Probity Advisors, Inc. | 0.63% | Add +6.5% | 145,627 | $3.6M |
| Accretive Wealth Partners, LLC | 1.06% | Add +4.7% | 131,795 | $3.2M |
| Truist Financial Corp. | 0.00% | Reduce -3.7% | 126,742 | $3.1M |
| Stifel Financial Corp. | 0.00% | Add +7.2% | 103,368 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Add +32.1% | 101,378 | $2.5M |
| Snowden Capital Advisors LLC | 0.06% | No change | 82,789 | $2.0M |
| Fagan Associates, Inc. | 0.30% | Add +11.3% | 80,355 | $2.0M |
| Synovus Financial Corp. | 0.02% | Reduce -7.1% | 71,224 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -2.7% | 64,962 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.7% | 58,950 | $1.4M |
| Keeler Thomas Management LLC | 0.57% | Add +24.9% | 54,066 | $1.3M |
| Exchange Capital Management, Inc. | 0.18% | No change | 49,151 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 48,786 | $1.2M |
| Reliant Wealth Planning | 0.45% | New | 47,167 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Add +152.7% | 44,024 | $1.1M |
| PFG Advisors | 0.04% | New | 38,536 | $945K |
| Simplicity Wealth,LLC | 0.04% | Add +116.9% | 34,320 | $841K |
| Bank of America Corp. | 0.00% | Add +189.7% | 34,213 | $839K |
| Mechanics Bank Trust Department | 0.12% | No change | 33,000 | $809K |
| Citadel Advisors | 0.00% | New | 30,532 | $748K |
| Flow Traders U.S. LLC | 0.02% | Reduce -12.9% | 26,725 | $655K |
| LPL Financial LLC | 0.00% | Add +13.1% | 26,053 | $639K |
| Captrust Financial Advisors | 0.00% | No change | 24,708 | $606K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.4% | 24,473 | $600K |
| Benjamin Edwards Inc. | 0.01% | Add +18.4% | 24,246 | $594K |
| Goldman Sachs Group Inc. | 0.00% | Add +33.7% | 23,419 | $574K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Reduce -65.5% | 21,500 | $527K |
| International Assets Investment Management, LLC | 0.04% | New | 19,336 | $501K |
| Greater Midwest Financial Group, LLC | 0.36% | Add +5.7% | 19,060 | $467K |
| JPL Wealth Management, LLC | 0.12% | Reduce -0.5% | 18,554 | $455K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +3.2% | 16,188 | $397K |
| Visionary Wealth Advisors | 0.02% | New | 14,883 | $365K |
| Jacobi Capital Management LLC | 0.02% | Add +3.2% | 14,756 | $362K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +46.0% | 13,496 | $331K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +24.7% | 12,430 | $304K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +1.1% | 11,076 | $271K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -21.5% | 10,947 | $268K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.3% | 9,489 | $233K |
| Osaic Holdings, Inc. | 0.00% | Reduce -68.7% | 9,291 | $228K |
| Private Advisor Group, LLC | 0.00% | No change | 8,920 | $219K |
| James Investment Research, Inc. | 0.02% | No change | 8,525 | $209K |
| Signaturefd, LLC | 0.00% | Reduce -37.6% | 8,347 | $205K |
| Avantax Planning Partners, Inc. | 0.01% | New | 8,184 | $201K |
| IFP Advisors, Inc | 0.00% | Add +78.9% | 6,962 | $171K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 4,173 | $102K |
| Atlantic Private Wealth, LLC | 0.07% | Reduce -81.4% | 4,066 | $100K |
| Cwm, LLC | 0.00% | Add +140.7% | 2,992 | $73K |
| Parkside Financial Bank & Trust | 0.01% | Add +2.0% | 1,912 | $47K |
| Capital Analysts, LLC | 0.00% | No change | 1,873 | $46K |
| Asset Dedication, LLC | 0.00% | Add +41.2% | 1,272 | $31K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +70.6% | 1,206 | $30K |
| CENTRAL TRUST Co | 0.00% | Add +239.7% | 1,172 | $29K |
| Comerica Bank | 0.00% | Reduce -1.7% | 1,070 | $26K |
| Allworth Financial LP | 0.00% | No change | 846 | $21K |
| Logan Capital Management Inc. | 0.00% | No change | 267 | $7K |
| Centricity Wealth Management, LLC | 0.00% | No change | 210 | $5K |
| CoreCap Advisors, LLC | 0.00% | Add +391.7% | 59 | $1K |
| SouthState Bank Corp | 0.00% | New | 44 | $1K |
| National Bank of Canada | 0.00% | New | 34 | $833 |
| NewEdge Advisors, LLC | 0.00% | New | 6 | $148 |
| 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.