ISHARES IBONDS DEC 2033 TRES IBTO
$24.04
+0.1% 52w: $23.16 – $24.66
Latest 13F among current holders filed 37 days ago (May 29, 2026)
Price — last 12 months
research preview data23.1623.9124.66
Jun 20, 2025 Jul 2, 2026
Institutional holders
84
+6 QoQ
13F value
$322.5M
+6.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns IBTO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| GLOBALT Investments LLC / GA | Wealth advisor | 2.4M | $58.8M | 2.1% | +6.5% |
| Atlantic Union Bankshares Corp | Other | 1.5M | $35.6M | 0.7% | +10.4% |
| Krilogy Financial LLC | Wealth advisor | 1.1M | $27.4M | 0.9% | -1.9% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Other | 1.1M | $26.4M | 0.4% | +69.8% |
| MORGAN STANLEY | Bank broker | 988.8K | $24.1M | 0.0% | +7.1% |
| CHATHAM CAPITAL GROUP, INC. | Other | 668.9K | $16.3M | 2.4% | +29.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 603.3K | $14.7M | 0.0% | +45.8% |
| PFG Private Wealth Management, LLC | Wealth advisor | 492.7K | $12.7M | 5.4% | New |
| Cetera Investment Advisers | Wealth advisor | 403.3K | $9.8M | 0.0% | +1.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 339.2K | $8.3M | 0.0% | +153.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 323.4K | $7.9M | 0.0% | +5.2% |
| Headland Capital, LLC | Wealth advisor | 312.6K | $7.6M | 2.1% | +2.9% |
| HighTower Advisors, LLC | Diversified mechanical | 267.4K | $6.5M | 0.0% | +7.3% |
| Probity Advisors, Inc. | Wealth advisor | 197.1K | $4.8M | 0.8% | +38.6% |
| UBS Group AG | Bank broker | 178.4K | $4.4M | 0.0% | +4.6% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 156.3K | $3.8M | 0.0% | +16.4% |
| Accretive Wealth Partners, LLC | Wealth advisor | 138.5K | $3.4M | 1.0% | -0.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 136.2K | $3.3M | 0.0% | +66.7% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 136.1K | $3.3M | 0.0% | +9.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 135.4K | $3.3M | 0.0% | +25.6% |
| ROYAL BANK OF CANADA | Bank broker | 127.2K | $3.1M | 0.0% | 0.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 100.1K | $2.4M | 0.0% | +25.0% |
| FAGAN ASSOCIATES, INC. | Other | 97.7K | $2.4M | 0.3% | +11.2% |
| SEI INVESTMENTS CO | Diversified mechanical | 97.6K | $2.4M | 0.0% | New |
| THOROUGHBRED FINANCIAL SERVICES, LLC | Other | 93.6K | $2.3M | 0.1% | +33.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 92.9K | $2.3M | 0.0% | +1.8% |
| PFG Advisors | Wealth advisor | 87.8K | $2.1M | 0.1% | -16.0% |
| Snowden Capital Advisors LLC | Diversified mechanical | 84.8K | $2.1M | 0.1% | +2.5% |
| Janney Montgomery Scott LLC | Diversified mechanical | 65.4K | $1.6M | 0.0% | New |
| Pinnacle Financial Partners, Inc. | Diversified mechanical | 63.7K | $1.6M | 0.0% | +0.1% |
| L2 Asset Management, LLC | Other | 54.1K | $1.3M | 0.1% | +9.0% |
| Lido Advisors, LLC | Wealth advisor | 50.2K | $1.2M | 0.0% | Held |
| LPL Financial LLC | Bank broker | 46.0K | $1.1M | 0.0% | +4.0% |
| CWM, LLC | Wealth advisor | 34.8K | $850K | 0.0% | 0.0% |
| Mechanics Bank Trust Department | Other | 33.0K | $805K | 0.1% | Held |
| Reliant Wealth Planning | Wealth advisor | 30.6K | $747K | 0.2% | Held |
| BENJAMIN EDWARDS INC | Diversified mechanical | 29.3K | $715K | 0.0% | +1.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 27.0K | $658K | 0.0% | +5.0% |
| Tower Research Capital LLC (TRC) | Market maker | 25.7K | $626K | 0.0% | New |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 23.8K | $580K | 0.0% | +0.7% |
| Greater Midwest Financial Group, LLC | Other | 23.5K | $574K | 0.3% | +12.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 23.2K | $566K | 0.0% | New |
| Visionary Wealth Advisors | Wealth advisor | 19.3K | $471K | 0.0% | -0.2% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 19.0K | $463K | 0.0% | -15.1% |
| Keeler Thomas Management LLC | Other | 18.6K | $454K | 0.2% | -66.6% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Wealth advisor | 18.1K | $441K | 0.0% | -10.9% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 17.8K | $435K | 0.0% | -5.7% |
| JPL Wealth Management, LLC | Quant stat arb | 17.4K | $424K | 0.1% | +0.3% |
| Simplicity Wealth,LLC | Wealth advisor | 17.2K | $420K | 0.0% | -1.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 16.8K | $409K | 0.0% | +4.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.