iShares Ibonds Dec 2033 TresIBTOETF
13F holders, Q4 2025 (December 31)78holders +3
7new positions
6sold out
2famous investors
$24.56avg. 13F price*
At the end of Q4 2025, 78 institutions reported holding iShares Ibonds Dec 2033 Tres (IBTO) in their 13F filings, up 3 from Q3 2025. 7 opened new positions and 6 sold out. The largest holders were GLOBALT Investments LLC / GA ($55.6M), Federation des caisses Desjardins du Quebec ($32.6M) and Atlantic Union Bankshares Corp ($32.5M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.2M |
| Exits | 6 | $952K |
All 13F filers, Q3 2025 → Q4 2025: 980,138 shares bought and 271,800 shares sold, net +708,338 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| GLOBALT Investments LLC / GA | 2.03% | Reduce -0.2% | 2,264,703 | $55.6M |
| Federation des caisses Desjardins du Quebec | 0.12% | Reduce -0.5% | 1,328,961 | $32.6M |
| Atlantic Union Bankshares Corp | 0.61% | Add +24.4% | 1,322,916 | $32.5M |
| Krilogy Financial LLC | 0.95% | Add +8.1% | 1,144,458 | $28.1M |
| Morgan Stanley | 0.00% | Add +6.9% | 923,089 | $22.7M |
| Confluence Investment Management LLC | 0.23% | Reduce -5.8% | 637,249 | $15.6M |
| Chatham Capital Group, Inc. | 1.80% | Add +4.5% | 515,320 | $12.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.3% | 413,705 | $10.2M |
| Cetera Investment Advisers | 0.01% | Add +1.3% | 395,943 | $9.7M |
| Wells Fargo & Company | 0.00% | Reduce -0.7% | 307,339 | $7.5M |
| Headland Capital, LLC | 2.08% | Add +2.9% | 303,888 | $7.5M |
| HighTower Advisors, LLC | 0.01% | Add +34.9% | 249,279 | $6.1M |
| UBS Group AG | 0.00% | Reduce -27.4% | 170,528 | $4.2M |
| Probity Advisors, Inc. | 0.56% | Reduce -2.4% | 142,201 | $3.5M |
| Accretive Wealth Partners, LLC | 1.01% | Add +3.0% | 139,030 | $3.4M |
| Truist Financial Corp. | 0.00% | Add +2.5% | 134,355 | $3.3M |
| Ameriprise Financial Inc. | 0.00% | Add +28.3% | 133,841 | $3.3M |
| Royal Bank of Canada | 0.00% | Add +99.8% | 127,153 | $3.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +18.9% | 124,365 | $3.1M |
| Stifel Financial Corp. | 0.00% | Add +2.3% | 107,750 | $2.6M |
| PFG Advisors | 0.12% | Add +126.2% | 104,493 | $2.6M |
| Raymond James Financial Inc. | 0.00% | Add +23.0% | 91,246 | $2.2M |
| Fagan Associates, Inc. | 0.29% | Add +6.5% | 87,867 | $2.2M |
| Snowden Capital Advisors LLC | 0.05% | No change | 82,789 | $2.0M |
| Bank of America Corp. | 0.00% | Add +22.9% | 81,720 | $2.0M |
| United Capital Financial Advisors, LLC | 0.01% | Add +26.8% | 80,085 | $2.0M |
| Thoroughbred Financial Services, LLC | 0.10% | Add +117.8% | 70,348 | $1.7M |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 63,609 | $1.6M |
| Keeler Thomas Management LLC | 0.65% | Add +3.1% | 55,645 | $1.4M |
| NovaPoint Capital, LLC | 0.33% | New | 48,824 | $1.3M |
| Lido Advisors, LLC | 0.00% | New | 50,214 | $1.2M |
| L2 Asset Management, LLC | 0.16% | Add +5.7% | 49,643 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +84.3% | 49,473 | $1.2M |
| LPL Financial LLC | 0.00% | Add +24.9% | 44,249 | $1.1M |
| Cwm, LLC | 0.00% | Add +78.0% | 34,845 | $856K |
| Mechanics Bank Trust Department | 0.11% | No change | 33,000 | $810K |
| Reliant Wealth Planning | 0.24% | Reduce -2.6% | 30,643 | $752K |
| Benjamin Edwards Inc. | 0.01% | Add +3.8% | 28,967 | $711K |
| Citadel Advisors | 0.00% | Reduce -63.8% | 28,851 | $708K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.8% | 25,694 | $631K |
| Captrust Financial Advisors | 0.00% | No change | 23,599 | $579K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +38.0% | 22,358 | $549K |
| Greater Midwest Financial Group, LLC | 0.29% | Reduce -6.2% | 21,012 | $516K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Reduce -5.6% | 20,296 | $498K |
| Visionary Wealth Advisors | 0.02% | Reduce -0.9% | 19,334 | $475K |
| AQR Capital Management | 0.00% | Add +6.0% | 18,897 | $464K |
| Simplicity Wealth,LLC | 0.03% | Add +4.1% | 17,412 | $428K |
| JPL Wealth Management, LLC | 0.10% | Reduce -0.5% | 17,347 | $426K |
| Kestra Advisory Services, LLC | 0.00% | Add +47.2% | 16,142 | $396K |
| Jacobi Capital Management LLC | 0.02% | New | 16,011 | $393K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.5% | 14,037 | $345K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +36.3% | 13,224 | $325K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +1.4% | 11,342 | $279K |
| Private Advisor Group, LLC | 0.00% | No change | 8,920 | $219K |
| Walleye Partners, LLC | 0.24% | — | 8,645 | $212K |
| James Investment Research, Inc. | 0.02% | No change | 8,525 | $209K |
| Signaturefd, LLC | 0.00% | No change | 8,347 | $205K |
| National Bank of Canada | 0.00% | New | 8,025 | $197K |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.5% | 6,306 | $155K |
| IFP Advisors, Inc | 0.00% | Add +28.9% | 5,010 | $123K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 4,173 | $102K |
| Atlantic Private Wealth, LLC | 0.06% | Add +1.1% | 4,013 | $99K |
| CNB Bank | 0.03% | Reduce -45.8% | 3,226 | $79K |
| Clayton Financial Group LLC | 0.03% | New | 2,724 | $67K |
| Comerica Bank | 0.00% | Reduce -37.1% | 2,072 | $51K |
| Noble Wealth Management PBC | 0.02% | No change | 2,000 | $49K |
| Asset Dedication, LLC | 0.00% | Add +1.0% | 1,791 | $44K |
| CENTRAL TRUST Co | 0.00% | Add +54.6% | 1,699 | $42K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +33.3% | 1,608 | $39K |
| Blue Trust, Inc. | 0.00% | Add +38775.0% | 1,555 | $38K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.3% | 1,360 | $33K |
| Hyposwiss Advisors SA | 0.03% | — | 1,120 | $28K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 837 | $21K |
| AE Wealth Management LLC | 0.00% | New | 670 | $16K |
| CoreCap Advisors, LLC | 0.00% | No change | 488 | $12K |
| Bank of Montreal | 0.00% | No change | 463 | $11K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +1.3% | 161 | $4K |
| NewEdge Advisors, LLC | 0.00% | No change | 6 | $152 |
"% 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.