iShares Ibonds Dec 2033 TresIBTOETF
13F holders, Q3 2025 (September 30)75holders +1
13new positions
11sold out
2famous investors
$24.64avg. 13F price*
At the end of Q3 2025, 75 institutions reported holding iShares Ibonds Dec 2033 Tres (IBTO) in their 13F filings, up 1 from Q2 2025. 13 opened new positions and 11 sold out. The largest holders were GLOBALT Investments LLC / GA ($55.9M), Federation des caisses Desjardins du Quebec ($32.9M) and Atlantic Union Bankshares Corp ($26.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $8.5M |
| Exits | 11 | $6.1M |
All 13F filers, Q2 2025 → Q3 2025: 1,394,420 shares bought and 374,525 shares sold, net +1,019,895 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 75 holders
| GLOBALT Investments LLC / GA | 2.04% | Reduce -2.3% | 2,268,573 | $55.9M |
| Federation des caisses Desjardins du Quebec | 0.13% | Add +2.0% | 1,336,079 | $32.9M |
| Atlantic Union Bankshares Corp | 0.49% | Add +14.1% | 1,063,289 | $26.2M |
| Krilogy Financial LLC | 0.98% | Add +20.5% | 1,059,092 | $26.0M |
| Morgan Stanley | 0.00% | Add +41.9% | 863,678 | $21.3M |
| Confluence Investment Management LLC | 0.24% | Reduce -2.6% | 676,864 | $16.7M |
| Chatham Capital Group, Inc. | 1.75% | Add +3.9% | 493,320 | $12.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.3% | 466,680 | $11.5M |
| Cetera Investment Advisers | 0.01% | Add +11.3% | 390,884 | $9.6M |
| Wells Fargo & Company | 0.00% | Add +52.9% | 309,640 | $7.6M |
| Headland Capital, LLC | 2.04% | Add +3.9% | 295,336 | $7.3M |
| UBS Group AG | 0.00% | Reduce -3.2% | 234,977 | $5.8M |
| HighTower Advisors, LLC | 0.01% | Add +15.9% | 184,807 | $4.6M |
| Probity Advisors, Inc. | 0.58% | Add +0.0% | 145,680 | $3.6M |
| Accretive Wealth Partners, LLC | 1.01% | Add +2.4% | 134,915 | $3.3M |
| Truist Financial Corp. | 0.00% | Add +3.4% | 131,062 | $3.2M |
| Stifel Financial Corp. | 0.00% | Add +1.9% | 105,371 | $2.6M |
| Mercer Global Advisors Inc. | 0.00% | New | 104,586 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | New | 104,347 | $2.6M |
| Snowden Capital Advisors LLC | 0.06% | No change | 82,789 | $2.0M |
| Fagan Associates, Inc. | 0.28% | Add +2.6% | 82,472 | $2.0M |
| Citadel Advisors | 0.00% | Add +160.8% | 79,639 | $2.0M |
| Raymond James Financial Inc. | 0.00% | Add +25.8% | 74,157 | $1.8M |
| Bank of America Corp. | 0.00% | Add +94.4% | 66,504 | $1.6M |
| Synovus Financial Corp. | 0.02% | Reduce -8.7% | 65,061 | $1.6M |
| Royal Bank of Canada | 0.00% | Reduce -2.0% | 63,645 | $1.6M |
| United Capital Financial Advisors, LLC | 0.01% | Add +43.5% | 63,181 | $1.6M |
| Keeler Thomas Management LLC | 0.61% | Reduce -0.1% | 53,984 | $1.3M |
| L2 Asset Management, LLC | 0.17% | New | 46,962 | $1.2M |
| PFG Advisors | 0.05% | Add +19.9% | 46,187 | $1.1M |
| LPL Financial LLC | 0.00% | Add +36.0% | 35,423 | $873K |
| Mechanics Bank Trust Department | 0.11% | No change | 33,000 | $813K |
| Thoroughbred Financial Services, LLC | 0.05% | Add +159.9% | 32,306 | $796K |
| Reliant Wealth Planning | 0.25% | Reduce -33.3% | 31,452 | $775K |
| Benjamin Edwards Inc. | 0.01% | Add +15.1% | 27,895 | $688K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 27,587 | $680K |
| Jane Street Group, LLC | 0.00% | New | 26,849 | $662K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.2% | 24,512 | $604K |
| Captrust Financial Advisors | 0.00% | Reduce -4.5% | 23,599 | $582K |
| Greater Midwest Financial Group, LLC | 0.36% | Add +17.5% | 22,388 | $552K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | No change | 21,500 | $530K |
| Cwm, LLC | 0.00% | Add +554.1% | 19,572 | $482K |
| Visionary Wealth Advisors | 0.02% | Add +31.1% | 19,507 | $481K |
| AQR Capital Management | 0.00% | New | 17,826 | $439K |
| JPL Wealth Management, LLC | 0.10% | Reduce -6.0% | 17,435 | $430K |
| Simplicity Wealth,LLC | 0.02% | Reduce -51.3% | 16,719 | $412K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.1% | 16,202 | $399K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.3% | 13,057 | $322K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +1.0% | 11,190 | $276K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.1% | 10,963 | $270K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.3% | 9,706 | $239K |
| Private Advisor Group, LLC | 0.00% | No change | 8,920 | $220K |
| Koesten, Hirschmann & Crabtree, INC. | 0.10% | New | 8,140 | $214K |
| James Investment Research, Inc. | 0.02% | No change | 8,525 | $210K |
| Signaturefd, LLC | 0.00% | No change | 8,347 | $206K |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.7% | 7,833 | $193K |
| CNB Bank | 0.06% | New | 5,949 | $147K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 4,173 | $103K |
| Atlantic Private Wealth, LLC | 0.06% | Reduce -2.4% | 3,969 | $98K |
| IFP Advisors, Inc | 0.00% | Reduce -44.2% | 3,887 | $96K |
| Comerica Bank | 0.00% | Add +207.9% | 3,295 | $81K |
| Noble Wealth Management PBC | 0.03% | — | 2,000 | $49K |
| Asset Dedication, LLC | 0.00% | Add +39.4% | 1,773 | $44K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,342 | $33K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 1,206 | $30K |
| Advisory Services Network, LLC | 0.00% | New | 1,105 | $27K |
| CENTRAL TRUST Co | 0.00% | Reduce -6.2% | 1,099 | $27K |
| Allworth Financial LP | 0.00% | No change | 846 | $21K |
| CoreCap Advisors, LLC | 0.00% | Add +727.1% | 488 | $12K |
| Bank of Montreal | 0.00% | New | 463 | $11K |
| Logan Capital Management Inc. | 0.00% | Add +4.9% | 280 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 159 | $4K |
| Clearstead Advisors, LLC | 0.00% | New | 124 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 6 | $150 |
| Blue Trust, Inc. | 0.00% | No change | 4 | $99 |
"% 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.