IBTO · iShares iBonds Dec 2033 Term Treasury ETF ETF

$23.61 -0.01 (-0.04%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 61

Total Value: $198,323,363

Total Shares: 8,045,574

Institutional Ownership Trend

10 quarters

Holder Concentration

Across 61 13F filers · Δ vs Jun 30, 2025

Top Holder

16.6%

−5.2 pts

Top 5

59.5%

+1.9 pts

Top 10

77.1%

−0.5 pts

HHI

861

Broadly held−62

Quarterly Activity

vs Jun 30, 2025

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -13

Institutional value: -24.0%

Shares held: -24.4%

Top Buyers

vs Jun 30, 2025

Institution	Added	Now Holds
Mega MORGAN STANLEY	+255,122	863,678
Mid Krilogy Financial LLC	+180,116	1,059,092
Mid Atlantic Union Bankshares Corp	+131,429	1,063,289
Mega WELLS FARGO & COMPANY/MN	+107,071	309,640
Mega ENVESTNET ASSET MANAGEMENT INC	+58,506	466,680

Top Sellers

vs Jun 30, 2025

Institution	Sold	Now Holds
Mid Simplicity Wealth,LLC	−17,601	16,719
Micro Reliant Wealth Planning	−15,715	31,452
Mega UBS Group AG	−7,713	234,977
Mid SYNOVUS FINANCIAL CORP	−6,163	65,061
Mega ROYAL BANK OF CANADA	−1,317	63,645

Top New Positions

vs Jun 30, 2025

Institution	Acquired	Value (USD)
Large MERCER GLOBAL ADVISORS INC /ADV	104,586	$2,578,044
Mega AMERIPRISE FINANCIAL INC	104,347	$2,572,153
Small L2 Asset Management, LLC	46,962	$1,157,613
Mid Tower Research Capital LLC (TRC)	27,587	$680,019
Mega JANE STREET GROUP, LLC	26,849	$661,827

Top Sold-Out Positions

vs Jun 30, 2025

Institution	Previously Held	Last Value (USD)
Small GLOBALT Investments LLC / GA	2,322,883	$56,933,862
Mid CONFLUENCE INVESTMENT MANAGEMENT LLC	694,671	$17,026,386
Small CHATHAM CAPITAL GROUP, INC.	474,700	$11,634,897
Mid Equitable Holdings, Inc.	101,378	$2,484,774
Small Exchange Capital Management, Inc.	49,151	$1,204,691

Filter: New 14 Increased 30 Reduced 11 Sold out 27 Unchanged 6

Showing 61 of 61

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Federation des caisses Desjardins du Quebec IBTO

$32,934,347

16.61%

1,336,079

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Desjardins Securities inc.	1,336,079	$32,934,347	100.0%	Defined

Atlantic Union Bankshares Corp IBTO

$26,210,073

13.22%

1,063,289

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Atlantic Union Bank	1,063,289	$26,210,073	100.0%	Sole

Krilogy Financial LLC IBTO

$26,106,617

13.16%

1,059,092

MORGAN STANLEY IBTO

$21,289,662

10.73%

863,678

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	863,678	$21,289,662	100.0%	Defined

ENVESTNET ASSET MANAGEMENT INC IBTO

$11,503,662

5.80%

466,680

Cetera Investment Advisers IBTO

$9,635,290

4.86%

390,884

WELLS FARGO & COMPANY/MN IBTO

$7,632,625

3.85%

309,640

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	30,924	$762,276	10.0%	Defined
WELLS FARGO CLEARING SERVICES, LLC	278,716	$6,870,349	90.0%	Defined

Headland Capital, LLC IBTO

$7,280,032

3.67%

295,336

UBS Group AG IBTO

$5,792,183

2.92%

234,977

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	234,977	$5,792,183	100.0%	Defined

HighTower Advisors, LLC IBTO

$4,555,492

2.30%

184,807

Probity Advisors, Inc. IBTO

$3,591,012

1.81%

145,680

Accretive Wealth Partners, LLC IBTO

$3,325,654

1.68%

134,915

TRUIST FINANCIAL CORP IBTO

$3,230,678

1.63%

131,062

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Truist Advisory Services, Inc.	131,062	$3,230,678	100.0%	Defined

STIFEL FINANCIAL CORP IBTO

$2,597,394

1.31%

105,371

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	105,289	$2,595,373	99.9%	Defined
Stifel Independent Advisors, LLC	82	$2,021	0.1%	Defined

MERCER GLOBAL ADVISORS INC /ADV IBTO

$2,578,044

1.30%

104,586

AMERIPRISE FINANCIAL INC IBTO

$2,572,153

1.30%

104,347

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	104,347	$2,572,153	100.0%	Defined

Snowden Capital Advisors LLC IBTO

$2,040,748

1.03%

82,789

FAGAN ASSOCIATES, INC. IBTO

$2,032,934

1.03%

82,472

CITADEL ADVISORS LLC IBTO

$1,963,101

0.99%

79,639

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	79,639	$1,963,101	100.0%	Defined

RAYMOND JAMES FINANCIAL INC IBTO

$1,827,969

0.92%

74,157

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	56,529	$1,393,439	76.2%	Defined
Raymond James Financial Services Advisors, Inc.	17,628	$434,530	23.8%	Defined

BANK OF AMERICA CORP /DE/ IBTO

$1,639,322

0.83%

66,504

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	57,138	$1,408,451	85.9%	Defined
MANAGED ACCOUNT ADVISORS LLC	9,366	$230,871	14.1%	Defined

SYNOVUS FINANCIAL CORP IBTO

$1,603,753

0.81%

65,061

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SYNOVUS TRUST CO NA	45,590	$1,123,793	70.1%	Defined
Synovus Securities, Inc.	19,471	$479,960	29.9%	Defined

ROYAL BANK OF CANADA IBTO

$1,568,848

0.79%

63,645

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	50,439	$1,243,321	79.3%	Defined
RBC Dominion Securities Inc.	12,461	$307,163	19.6%	Defined
RBC Private Counsel (USA) Inc.	745	$18,364	1.2%	Defined

UNITED CAPITAL FINANCIAL ADVISORS, LLC IBTO

$1,557,411

0.79%

63,181

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
United Capital Financial Partners, LLC	63,181	$1,557,411	100.0%	Defined

Keeler Thomas Management LLC IBTO

$1,330,705

0.67%

53,984

L2 Asset Management, LLC IBTO

$1,157,613

0.58%

46,962

PFG Advisors IBTO

$1,138,509

0.57%

46,187

LPL Financial LLC IBTO

$873,176

0.44%

35,423

THOROUGHBRED FINANCIAL SERVICES, LLC IBTO

$796,342

0.40%

32,306

Reliant Wealth Planning IBTO

$775,291

0.39%

31,452

Tower Research Capital LLC (TRC) IBTO

$680,019

0.34%

27,587

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TOWER PRINCIPAL MARKETS LLC	27,587	$680,019	100.0%	Defined

JANE STREET GROUP, LLC IBTO

$661,827

0.33%

26,849

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	26,849	$661,827	100.0%	Defined

CAPTRUST FINANCIAL ADVISORS IBTO

$581,715

0.29%

23,599

Greater Midwest Financial Group, LLC IBTO

$551,864

0.28%

22,388

Visionary Wealth Advisors IBTO

$480,847

0.24%

19,507

AQR CAPITAL MANAGEMENT LLC IBTO

$439,410

0.22%

17,826

JPL Wealth Management, LLC IBTO

$429,772

0.22%

17,435

Simplicity Wealth,LLC IBTO

$412,123

0.21%

16,719

Financial Engines Advisors L.L.C. IBTO

$399,379

0.20%

16,202

Cambridge Investment Research Advisors, Inc. IBTO

$321,855

0.16%

13,057

Jaffetilchin Investment Partners, LLC IBTO

$275,833

0.14%

11,190

Kestra Advisory Services, LLC IBTO

$270,237

0.14%

10,963

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO IBTO

$239,252

0.12%

9,706

Private Advisor Group, LLC IBTO

$219,878

0.11%

8,920

JAMES INVESTMENT RESEARCH, INC. IBTO

$210,141

0.11%

8,525

Koesten, Hirschmann & Crabtree, INC. IBTO

$200,651

0.10%

8,140

OSAIC HOLDINGS, INC. IBTO

$193,083

0.10%

7,833

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	7,833	$193,083	100.0%	Defined

CNB Bank IBTO

$146,642

0.07%

5,949

Physician Wealth Advisors, Inc. IBTO

$102,864

0.05%

4,173

Atlantic Private Wealth, LLC IBTO

$97,835

0.05%

3,969

COMERICA BANK IBTO

$81,221

0.04%

3,295

Asset Dedication, LLC IBTO

$43,704

0.02%

1,773

Rockefeller Capital Management L.P. IBTO

$33,080

0.02%

1,342

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	1,342	$33,080	100.0%	Defined

Cherry Tree Wealth Management, LLC IBTO

$29,727

0.01%

1,206

Advisory Services Network, LLC IBTO

$27,238

0.01%

1,105

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CONFLUENCE INVESTMENT MANAGEMENT LLC	1,105	$27,238	100.0%	Sole

CENTRAL TRUST Co IBTO

$27,090

0.01%

1,099

BANK OF MONTREAL /CAN/ IBTO

$11,412

0.01%

463

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO PRIVATE INVESTMENT COUNSEL INC.	463	$11,412	100.0%	Defined

LOGAN CAPITAL MANAGEMENT INC IBTO

$6,902

0.00%

280

HAZLETT, BURT & WATSON, INC. IBTO

$3,919

0.00%

159

Clearstead Advisors, LLC IBTO

$3,056

0.00%

124

NewEdge Advisors, LLC IBTO

$147

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	101,378	$2,484,774	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	48,786	$1,195,744	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Benjamin F. Edwards & Company, Inc.	23,124	$566,769	95.4%	Defined
Benjamin F. Edwards Wealth Management, LLC	1,122	$27,500	4.6%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	23,419	$573,999	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SouthState Bank, National Association	44	$1,078	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
National Bank Financial Inc.	34	$833	100.0%	Defined