Skip to content
Disclosery

IBTO ISHARES TR

Follow

IBONDS DEC 2033 (fund)

83 managers (83 13F filers) reported a position in IBTO shares at 2026-06-30, 13,546,643 shares in all. 11 filers opened a position and 10 filers sold out during the quarter.

Managers
83
13F filers
83
New
11
Added
45
Reduced
15
Sold out
10
Shares held by filers
13,546,643

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
GLOBALT Investments LLC / GA2,365,635$57.1M1.93%-45,63713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,813,486$43.8M0.73%+353,39013F-HRTimelineGroup
Krilogy Financial LLC1,206,508$29.1M0.86%+84,22713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,053,283$25.4M<0.01%+64,48713F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC988,431$23.9M0.37%-93,46513F-HRTimeline
CHATHAM CAPITAL GROUP, INC.701,220$16.9M2.16%+32,32513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC655,024$15.8M<0.01%+51,73313F-HRTimelineGroup
Cetera Investment Advisers414,307$10M0.01%+10,99713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC357,210$8.61M<0.01%+18,02213F-HRTimelineGroup
Headland Capital, LLC335,965$8.11M2%+23,36713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN327,219$7.9M<0.01%+3,78913F-HRTimelineGroup
HighTower Advisors, LLC318,509$7.69M0.01%+51,06013F-HRTimeline
Probity Advisors, Inc.243,911$5.89M0.84%+46,83713F-HRTimeline
UBS Group AGin group UBS Group AG179,532$4.33M<0.01%+1,10813F-HRTimelineGroup
Accretive Wealth Partners, LLC171,564$4.14M1.01%+33,03313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP168,492$4.07M<0.01%+12,16613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV156,446$3.78M<0.01%+20,32613F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/155,157$3.74M<0.01%+18,91213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA134,229$3.24M<0.01%+7,05413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP124,670$3.01M<0.01%-10,71313F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…114,527$2.76M0.02%+14,42413F-HRTimelineGroup
FAGAN ASSOCIATES, INC.97,627$2.36M0.29%-5013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO97,575$2.35M<0.01%013F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC97,386$2.35M0.11%+3,80613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC90,891$2.19M<0.01%-2,02113F-HRTimelineGroup
Snowden Capital Advisors LLC85,027$2.05M0.05%+20813F-HRTimeline
MCF Advisors LLC77,997$2.01M0.07%new13F-HRTimeline
BOSTON FAMILY OFFICE LLC70,359$1.7M0.1%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …69,777$1.68M0.01%+6,09813F-HRTimelineGroup
Janney Montgomery Scott LLC68,546$1.65M<0.01%+3,16613F-HRTimeline
Stockman Wealth Management, Inc.57,551$1.39M0.14%new13F-HRTimeline
L2 Asset Management, LLC55,364$1.34M0.14%+1,26513F-HRTimeline
LPL Financial LLC50,883$1.23M<0.01%+4,88513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC50,214$1.21M<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC38,323$925K<0.01%new13F-HRTimelineGroup
Mechanics Bank Trust Department34,770$839K0.1%+1,77013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC30,217$729K0.01%+90613F-HRTimelineGroup
Reliant Wealth Planning28,589$690K0.19%-2,05413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC27,391$661K<0.01%+42013F-HRTimeline
Greater Midwest Financial Group, LLC23,856$576K0.29%+30913F-HRTimeline
Simplicity Wealth,LLC20,977$506K0.02%+3,75013F-HRTimeline
PFG Advisors20,925$505K0.03%-66,84413F-HRTimeline
Financial Engines Advisors L.L.C.19,425$469K<0.01%+44913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,058$460K<0.01%+2,27613F-HRTimelineGroup
Visionary Wealth Advisors18,896$456K0.02%-40613F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC18,074$436K0.01%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC17,826$430K<0.01%013F-HRTimelineGroup
JPL Wealth Management, LLC17,074$412K0.08%-32913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…16,862$407K<0.01%+3,28113F-HRTimelineGroup
Jacobi Capital Management LLC16,454$397K0.02%+11413F-HRTimeline
Cambridge Investment Research Advisors,…15,942$385K<0.01%+8113F-HR/ATimeline
Integrated Wealth Concepts LLC15,733$380K<0.01%+1,07313F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC15,552$375K0.15%+1,60813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS15,219$367K<0.01%-8,55013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.14,275$344K0.01%+1,23513F-HRTimeline
Single Point Partners, LLC13,718$331K0.06%new13F-HRTimeline
Keeler Thomas Management LLC12,895$311K0.11%-5,71413F-HRTimeline
Old Mission Investment Co LLC12,320$297K0.06%13F-HRTimeline
IFP Advisors, Inc10,481$253K<0.01%+5,23413F-HRTimeline
SIGNATUREFD, LLC10,418$251K<0.01%+2,07113F-HRTimeline
Vestmark Advisory Solutions, Inc.9,552$231K<0.01%new13F-HRTimeline
Guidance Point Advisors, LLC8,961$216K0.05%+44513F-HRTimeline
Private Advisor Group, LLC8,920$215K<0.01%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.8,525$206K0.02%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC8,420$203K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.7,577$183K0.02%+3,40413F-HRTimeline
Asset Dedication, LLC5,117$123K0.01%+2,39413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,952$120K<0.01%-15213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.4,543$110K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,662$88.4K<0.01%+1313F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS3,464$83.6K0.01%new13F-HRTimeline
CNB Bank3,375$81.4K0.03%+16413F-HRTimeline
Atlantic Private Wealth, LLC3,008$72.6K0.04%-89313F-HRTimeline
CENTRAL TRUST Co1,427$34.4K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,384$33.4K<0.01%+1513F-HRTimelineGroup
Hyposwiss Advisors SA1,120$27K0.03%013F-HRTimeline
Noble Wealth Management PBC800$19.3K0.01%-1,20013F-HRTimeline
Federation des caisses Desjardins du Qu…626$15.1K<0.01%013F-HRTimeline
CoreCap Advisors, LLC484$11.7K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC280$6.75K<0.01%new13F-HRTimeline
AE Wealth Management LLC245$5.91K<0.01%-5213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC214$5.16K<0.01%new13F-HRTimelineGroup
First PREMIER Bank195$5K<0.01%new13F-HRTimeline