iShares Ibonds Dec 2033 TresIBTOETF
13F holders, Q1 2026 (March 31)84holders +6
15new positions
8sold out
1famous investor
$24.44avg. 13F price*
At the end of Q1 2026, 84 institutions reported holding iShares Ibonds Dec 2033 Tres (IBTO) in their 13F filings, up 6 from Q4 2025. 15 opened new positions and 8 sold out. The largest holders were GLOBALT Investments LLC / GA ($58.8M), Atlantic Union Bankshares Corp ($35.6M) and Krilogy Financial LLC ($27.4M). One famous investor held it 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $19.5M |
| Exits | 8 | $3.6M |
All 13F filers, Q4 2025 → Q1 2026: 2,413,752 shares bought and 1,560,202 shares sold, net +853,550 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| GLOBALT Investments LLC / GA | 2.10% | Add +6.5% | 2,411,272 | $58.8M |
| Atlantic Union Bankshares Corp | 0.68% | Add +10.4% | 1,460,096 | $35.6M |
| Krilogy Financial LLC | 0.88% | Reduce -1.9% | 1,122,281 | $27.4M |
| Confluence Investment Management LLC | 0.41% | Add +69.8% | 1,081,896 | $26.4M |
| Morgan Stanley | 0.00% | Add +7.1% | 988,796 | $24.1M |
| Chatham Capital Group, Inc. | 2.37% | Add +29.8% | 668,895 | $16.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +45.8% | 603,291 | $14.7M |
| PFG Private Wealth Management, LLC | 5.40% | New | 492,749 | $12.7M |
| Cetera Investment Advisers | 0.01% | Add +1.9% | 403,310 | $9.8M |
| Ameriprise Financial Inc. | 0.00% | Add +153.4% | 339,188 | $8.3M |
| Wells Fargo & Company | 0.00% | Add +5.2% | 323,430 | $7.9M |
| Headland Capital, LLC | 2.15% | Add +2.9% | 312,598 | $7.6M |
| HighTower Advisors, LLC | 0.01% | Add +7.3% | 267,449 | $6.5M |
| Probity Advisors, Inc. | 0.76% | Add +38.6% | 197,074 | $4.8M |
| UBS Group AG | 0.00% | Add +4.6% | 178,424 | $4.4M |
| Truist Financial Corp. | 0.01% | Add +16.4% | 156,326 | $3.8M |
| Accretive Wealth Partners, LLC | 0.95% | Reduce -0.4% | 138,531 | $3.4M |
| Bank of America Corp. | 0.00% | Add +66.7% | 136,245 | $3.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +9.4% | 136,120 | $3.3M |
| Stifel Financial Corp. | 0.00% | Add +25.6% | 135,383 | $3.3M |
| Royal Bank of Canada | 0.00% | Add +0.0% | 127,175 | $3.1M |
| United Capital Financial Advisors, LLC | 0.01% | Add +25.0% | 100,103 | $2.4M |
| Fagan Associates, Inc. | 0.33% | Add +11.2% | 97,677 | $2.4M |
| Sei Investments Co. | 0.00% | New | 97,575 | $2.4M |
| Thoroughbred Financial Services, LLC | 0.14% | Add +33.0% | 93,580 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Add +1.8% | 92,912 | $2.3M |
| PFG Advisors | 0.10% | Reduce -16.0% | 87,769 | $2.1M |
| Snowden Capital Advisors LLC | 0.06% | Add +2.5% | 84,819 | $2.1M |
| Janney Montgomery Scott LLC | 0.00% | New | 65,380 | $1.6M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +0.1% | 63,679 | $1.6M |
| L2 Asset Management, LLC | 0.13% | Add +9.0% | 54,099 | $1.3M |
| Lido Advisors, LLC | 0.00% | No change | 50,214 | $1.2M |
| LPL Financial LLC | 0.00% | Add +4.0% | 45,998 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -0.0% | 34,832 | $850K |
| Mechanics Bank Trust Department | 0.11% | No change | 33,000 | $805K |
| Reliant Wealth Planning | 0.23% | No change | 30,643 | $747K |
| Benjamin Edwards Inc. | 0.01% | Add +1.2% | 29,311 | $715K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.0% | 26,971 | $658K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 25,658 | $626K |
| Captrust Financial Advisors | 0.00% | Add +0.7% | 23,769 | $580K |
| Greater Midwest Financial Group, LLC | 0.31% | Add +12.1% | 23,547 | $574K |
| Susquehanna International Group, LLP | 0.00% | New | 23,188 | $566K |
| Visionary Wealth Advisors | 0.02% | Reduce -0.2% | 19,302 | $471K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -15.1% | 18,976 | $463K |
| Keeler Thomas Management LLC | 0.19% | Reduce -66.6% | 18,609 | $454K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Reduce -10.9% | 18,074 | $441K |
| AQR Capital Management | 0.00% | Reduce -5.7% | 17,826 | $435K |
| JPL Wealth Management, LLC | 0.10% | Add +0.3% | 17,403 | $424K |
| Simplicity Wealth,LLC | 0.02% | Reduce -1.1% | 17,227 | $420K |
| Kestra Advisory Services, LLC | 0.00% | Add +4.0% | 16,782 | $409K |
| Jacobi Capital Management LLC | 0.02% | Add +2.0% | 16,340 | $399K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +13.0% | 15,861 | $387K |
| Integrated Wealth Concepts LLC | 0.00% | New | 14,660 | $358K |
| Jim Saulnier & Associates, LLC | 0.17% | New | 13,944 | $340K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.7% | 13,581 | $331K |
| Leavell Investment Management, Inc. | 0.01% | New | 13,040 | $318K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +0.7% | 11,417 | $278K |
| Private Advisor Group, LLC | 0.00% | No change | 8,920 | $218K |
| James Investment Research, Inc. | 0.02% | No change | 8,525 | $208K |
| Guidance Point Advisors, LLC | 0.05% | New | 8,516 | $208K |
| Coldstream Capital Management Inc. | 0.00% | New | 8,420 | $205K |
| Signaturefd, LLC | 0.00% | No change | 8,347 | $204K |
| IFP Advisors, Inc | 0.00% | Add +4.7% | 5,247 | $128K |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.1% | 5,104 | $125K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 4,173 | $102K |
| Atlantic Private Wealth, LLC | 0.06% | Reduce -2.8% | 3,901 | $95K |
| Fifth Third Bancorp | 0.00% | New | 3,649 | $89K |
| CNB Bank | 0.03% | Reduce -0.5% | 3,211 | $78K |
| Asset Dedication, LLC | 0.00% | Add +52.0% | 2,723 | $66K |
| Clayton Financial Group LLC | 0.03% | Reduce -0.5% | 2,710 | $66K |
| Noble Wealth Management PBC | 0.03% | No change | 2,000 | $49K |
| Advisory Services Network, LLC | 0.00% | New | 1,989 | $49K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 1,608 | $39K |
| CENTRAL TRUST Co | 0.00% | Reduce -16.0% | 1,427 | $35K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.7% | 1,369 | $33K |
| Hyposwiss Advisors SA | 0.03% | No change | 1,120 | $27K |
| Allworth Financial LP | 0.00% | New | 846 | $21K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -100.0% | 626 | $15K |
| CoreCap Advisors, LLC | 0.00% | Reduce -0.8% | 484 | $12K |
| Aptus Capital Advisors, LLC | 0.00% | New | 414 | $10K |
| AE Wealth Management LLC | 0.00% | Reduce -55.7% | 297 | $7K |
| Root Financial Partners, LLC | 0.00% | New | 283 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +0.6% | 162 | $4K |
| Blue Trust, Inc. | 0.00% | Reduce -90.7% | 145 | $4K |
"% 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.