IBTO iShares iBonds Dec 2033 Term Treasury ETF
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Institutional owners (13F) 89 filers · $268.0M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 12 (-4 vs prior Q) | 10 (+1 vs prior Q) | 41 (+5 vs prior Q) | 16 (-5 vs prior Q) | +14K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| GLOBALT Investments LLC / GA | $57,086,555 | 2,365,635 | 21.30% | Shares |
| Krilogy Financial LLC | $29,114,980 | 1,206,508 | 10.86% | Shares |
| MORGAN STANLEY | $25,417,380 | 1,053,282 | 9.48% | Shares |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $23,852,424 | 988,431 | 8.90% | Shares |
| CHATHAM CAPITAL GROUP, INC. | $16,921,540 | 701,220 | 6.31% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $15,806,771 | 655,024 | 5.90% | Shares |
| Cetera Investment Advisers | $9,997,877 | 414,307 | 3.73% | Shares |
| AMERIPRISE FINANCIAL INC | $8,612,103 | 357,210 | 3.21% | Shares |
| Headland Capital, LLC | $8,107,384 | 335,965 | 3.03% | Shares |
| HighTower Advisors, LLC | $7,686,139 | 318,509 | 2.87% | Shares |
| Probity Advisors, Inc. | $5,885,974 | 243,911 | 2.20% | Shares |
| UBS Group AG | $4,332,466 | 179,532 | 1.62% | Shares |
| Accretive Wealth Partners, LLC | $4,140,114 | 171,564 | 1.54% | Shares |
| TRUIST FINANCIAL CORP | $4,065,990 | 168,492 | 1.52% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $3,775,288 | 156,446 | 1.41% | Shares |
| STIFEL FINANCIAL CORP | $3,006,409 | 124,584 | 1.12% | Shares |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2,762,334 | 114,527 | 1.03% | Shares |
| FAGAN ASSOCIATES, INC. | $2,355,896 | 97,627 | 0.88% | Shares |
| SEI INVESTMENTS CO | $2,354,641 | 97,575 | 0.88% | Shares |
| Snowden Capital Advisors LLC | $2,051,838 | 85,027 | 0.77% | Shares |
| BANK OF AMERICA CORP /DE/ | $2,016,217 | 83,553 | 0.75% | Shares |
| MCF Advisors LLC | $2,008,030 | 77,997 | 0.75% | Shares |
| ROYAL BANK OF CANADA | $1,645,000 | 68,151 | 0.61% | Shares |
| RAYMOND JAMES FINANCIAL INC | $1,461,144 | 60,549 | 0.55% | Shares |
| Stockman Wealth Management, Inc. | $1,388,798 | 57,551 | 0.52% | Shares |
| L2 Asset Management, LLC | $1,336,024 | 55,364 | 0.50% | Shares |
| LPL Financial LLC | $1,227,898 | 50,883 | 0.46% | Shares |
| Lido Advisors, LLC | $1,211,745 | 50,214 | 0.45% | Shares |
| Exchange Capital Management, Inc. | $1,204,692 | 49,151 | 0.45% | Shares |
| Pinnacle Financial Partners, Inc. | $1,153,225 | 47,789 | 0.43% | Shares |
| JANE STREET GROUP, LLC | $924,795 | 38,323 | 0.35% | Shares |
| CWM, LLC | $849,546 | 34,832 | 0.32% | Shares |
| Mechanics Bank Trust Department | $778,726 | 32,270 | 0.29% | Shares |
| BENJAMIN EDWARDS INC | $729,168 | 30,217 | 0.27% | Shares |
| Reliant Wealth Planning | $689,898 | 28,589 | 0.26% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $661,000 | 27,391 | 0.25% | Shares |
| Greater Midwest Financial Group, LLC | $575,690 | 23,856 | 0.21% | Shares |
| Simplicity Wealth,LLC | $506,216 | 20,977 | 0.19% | Shares |
| PFG Advisors | $504,948 | 20,925 | 0.19% | Shares |
| SYNOVUS FINANCIAL CORP | $480,139 | 19,471 | 0.18% | Shares |
| Financial Engines Advisors L.L.C. | $468,756 | 19,425 | 0.17% | Shares |
| Kestra Advisory Services, LLC | $459,890 | 19,058 | 0.17% | Shares |
| Visionary Wealth Advisors | $455,991 | 18,896 | 0.17% | Shares |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $436,155 | 18,074 | 0.16% | Shares |
| WELLS FARGO & COMPANY/MN | $435,937 | 18,065 | 0.16% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $430,170 | 17,826 | 0.16% | Shares |
| JPL Wealth Management, LLC | $412,027 | 17,074 | 0.15% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $406,907 | 16,862 | 0.15% | Shares |
| Jacobi Capital Management LLC | $397,073 | 16,454 | 0.15% | Shares |
| Integrated Wealth Concepts LLC | $379,645 | 15,733 | 0.14% | Shares |
| JIM SAULNIER & ASSOCIATES, LLC | $375,287 | 15,552 | 0.14% | Shares |
| Atlantic Union Bankshares Corp | $368,972 | 15,290 | 0.14% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $367,259 | 15,219 | 0.14% | Shares |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $344,479 | 14,275 | 0.13% | Shares |
| Single Point Partners, LLC | $331,037 | 13,718 | 0.12% | Shares |
| Keeler Thomas Management LLC | $311,186 | 12,895 | 0.12% | Shares |
| Jaffetilchin Investment Partners, LLC | $278,458 | 11,417 | 0.10% | Shares |
| IFP Advisors, Inc | $252,923 | 10,481 | 0.09% | Shares |
| SIGNATUREFD, LLC | $251,403 | 10,418 | 0.09% | Shares |
| Vestmark Advisory Solutions, Inc. | $230,511 | 9,552 | 0.09% | Shares |
| Guidance Point Advisors, LLC | $216,243 | 8,961 | 0.08% | Shares |
| Private Advisor Group, LLC | $215,254 | 8,920 | 0.08% | Shares |
| JAMES INVESTMENT RESEARCH, INC. | $205,720 | 8,525 | 0.08% | Shares |
| COLDSTREAM CAPITAL MANAGEMENT INC | $203,189 | 8,420 | 0.08% | Shares |
| Physician Wealth Advisors, Inc. | $182,835 | 7,577 | 0.07% | Shares |
| Asset Dedication, LLC | $123,482 | 5,117 | 0.05% | Shares |
| OSAIC HOLDINGS, INC. | $119,507 | 4,952 | 0.04% | Shares |
| HARBOUR INVESTMENTS, INC. | $109,630 | 4,543 | 0.04% | Shares |
| FIFTH THIRD BANCORP | $88,370 | 3,662 | 0.03% | Shares |
| Atlantic Private Wealth, LLC | $72,593 | 3,008 | 0.03% | Shares |
| FIDUCIARY FINANCIAL ADVISORS | $58,425 | 2,421 | 0.02% | Shares |
| COMERICA BANK | $50,878 | 2,072 | 0.02% | Shares |
| Spectrum Wealth Counsel, LLC | $49,801 | 2,041 | 0.02% | Shares |
| Cherry Tree Wealth Management, LLC | $39,219 | 1,608 | 0.01% | Shares |
| CENTRAL TRUST Co | $34,436 | 1,427 | 0.01% | Shares |
| Rockefeller Capital Management L.P. | $33,401 | 1,384 | 0.01% | Shares |
| Hyposwiss Advisors SA | $27,027 | 1,120 | 0.01% | Shares |
| Noble Wealth Management PBC | $19,305 | 800 | 0.01% | Shares |
| Federation des caisses Desjardins du Quebec | $15,107 | 626 | 0.01% | Shares |
| CoreCap Advisors, LLC | $11,680 | 484 | 0.00% | Shares |
| CNB Bank | $8,398 | 348 | 0.00% | Shares |
| LOGAN CAPITAL MANAGEMENT INC | $6,753 | 280 | 0.00% | Shares |
| AE Wealth Management LLC | $5,912 | 245 | 0.00% | Shares |
| ASSETMARK, INC | $5,164 | 214 | 0.00% | Shares |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $2,350 | 97,386 | 0.00% | Shares |
| BOSTON FAMILY OFFICE LLC | $1,698 | 70,359 | 0.00% | Shares |
| Janney Montgomery Scott LLC | $1,654 | 68,546 | 0.00% | Shares |
| Cambridge Investment Research Advisors, Inc. | $385 | 15,942 | 0.00% | Shares |
| First PREMIER Bank | $5 | 195 | 0.00% | Shares |