IBTO ISHARES TR
FollowIBONDS DEC 2033 (fund)
Filings received so far for Q3 2026: 4 13F filers report a position in IBTO shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 705,787 | $16.2M | 0.27% | -282,644 | 13F-HRTimeline |
| Legacy Private Trust Co. | 290,298 | $6.67M | 0.37% | new | 13F-HRTimeline |
| Noble Wealth Management PBC | 800 | $18.4K | 0.01% | 0 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 484 | $11.1K | <0.01% | 0 | 13F-HRTimeline |