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Ishares Ibonds DEC 2033 Tres (IBTO)

CUSIP: 46436E148 | NYSE | 155 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Globalt Investments LLC / GA2,303,753
1.8% of portfolio›$53.0M
Krilogy Financial LLC1,246,338
0.8% of portfolio›$28.7M
Confluence Investment Management LLC705,787
0.3% of portfolio›$16.2M
Chatham Capital Group, Inc.625,920
1.9% of portfolio›$14.4M
Legacy Private Trust Co.290,298
0.4% of portfolio›$6.7M
Probity Advisors, Inc.275,781
0.9% of portfolio›$6.3M
Accretive Wealth Partners, LLC216,393
1.1% of portfolio›$5.0M
Truist Financial Corp169,719
0.0% of portfolio›$3.9M
Choreo, LLC153,925
0.0% of portfolio›$3.5M
Fagan Associates, Inc.125,576
0.3% of portfolio›$2.9M
Stockman Wealth Management, Inc.120,859
0.3% of portfolio›$2.8M
LPL Financial LLC59,630
0.0% of portfolio›$1.4M
J.W. Cole Advisors, Inc.59,557
0.0% of portfolio›$1.5M
Lido Advisors, LLC49,151
0.0% of portfolio›$1.1M
Mechanics Bank Trust Department34,770
0.1% of portfolio›$799.4K
Lanark Financial, Inc.29,620
0.0% of portfolio›$681.0K
Park Avenue Securities LLC26,995
0.0% of portfolio›$621
Greater Midwest Financial Group, LLC25,623
0.3% of portfolio›$589.1K
Commonwealth Equity Services, LLC25,263
0.0% of portfolio›$580.8K
PFG Advisors20,337
0.0% of portfolio›$467.6K
Simplicity Wealth,LLC19,772
0.0% of portfolio›$454.6K
Visionary Wealth Advisors18,259
0.0% of portfolio›$419.8K
Cambridge Investment Research Advisors, Inc.18,043
0.0% of portfolio›$415
Jacobi Capital Management LLC16,573
0.0% of portfolio›$381.0K
Cliftonlarsonallen Wealth Advisors, LLC16,354
0.0% of portfolio›$376.0K
JIM Saulnier & Associates, LLC15,717
0.1% of portfolio›$361.3K
Old Mission Investment Co LLC14,385
0.1% of portfolio›$330.7K
Single Point Partners, LLC13,718
0.1% of portfolio›$315.4K
Associated Banc-Corp13,700
0.0% of portfolio›$315.0K
Asset Dedication, LLC13,512
0.0% of portfolio›$310.6K
Kestra Advisory Services, LLC12,255
0.0% of portfolio›$281.7K
IFP Advisors, Inc11,942
0.0% of portfolio›$274.5K
Keeler Thomas Management LLC11,653
0.1% of portfolio›$267.9K
Physician Wealth Advisors, Inc.11,014
0.0% of portfolio›$253.2K
Signaturefd, LLC10,418
0.0% of portfolio›$239.5K
Wealth Enhancement Advisory Services, LLC9,387
0.0% of portfolio›$216.0K
Guidance Point Advisors, LLC9,003
0.0% of portfolio›$207.0K
Clayton Financial Group LLC2,833
0.0% of portfolio›$65.1K
Fifth Third Bancorp2,613
0.0% of portfolio›$60.1K
Cherry Tree Wealth Management, LLC1,608
0.0% of portfolio›$37.0K
Central Trust Co1,427
0.0% of portfolio›$32.8K
US Bancorp \de\1,175
0.0% of portfolio›$27.0K
Hyposwiss Advisors SA1,120
0.0% of portfolio›$25.7K
Concord Wealth Partners922
0.0% of portfolio›$21.2K
Allworth Financial LP846
0.0% of portfolio›$20.4K
Noble Wealth Management PBC800
0.0% of portfolio›$18.4K
Rossby Financial, LCC736
0.0% of portfolio›$16.9K
CoreCap Advisors, LLC484
0.0% of portfolio›$11.1K
High Note Wealth, LLC452
0.0% of portfolio›$10.4K
First Premier Bank255
0.0% of portfolio›$6
StyleTurnoverLocationFiled
Globalt Investments LLC / GA
2,303,753$53.0M1.8%ETFLowAtlanta, GA2026-10-27
Krilogy Financial LLC
1,246,338$28.7M0.8%GrowthLowSt. Louis, MO2026-10-13
Confluence Investment Management LLC
705,787$16.2M0.3%ValueMediumSt. Louis, MO2026-10-01
Chatham Capital Group, Inc.
625,920$14.4M1.9%CoreLowSavannah, GA2026-10-16
Legacy Private Trust Co.
290,298$6.7M0.4%ETFLowNeenah, WI2026-10-06
Probity Advisors, Inc.
275,781$6.3M0.9%ETFLowDallas, TX2026-10-23
Accretive Wealth Partners, LLC
216,393$5.0M1.1%ETFVery LowParsippany, NJ2026-11-06
Truist Financial Corp
169,719$3.9M0.0%CoreLowCharlotte, NC2026-10-30
Choreo, LLC
153,925$3.5M0.0%IndexLowRockford, IL2026-10-28
Fagan Associates, Inc.
125,576$2.9M0.3%GrowthLowTroy, NY2026-10-13
Stockman Wealth Management, Inc.
120,859$2.8M0.3%CoreLowBillings, MT2026-10-27
LPL Financial LLC
59,630$1.4M0.0%IndexVery LowFort Mill, SC2026-11-06
J.W. Cole Advisors, Inc.
59,557$1.5M0.0%IndexLowTampa, FL2026-11-05
Lido Advisors, LLC
49,151$1.1M0.0%GrowthLowLos Angeles, CA2026-11-04
Mechanics Bank Trust Department
34,770$799.4K0.1%CoreLowWalnut Creek, CA2026-10-13
Lanark Financial, Inc.
29,620$681.0K0.0%CoreMediumBirmingham, AL2026-10-26
Park Avenue Securities LLC
26,995$6210.0%ETFMediumNew York, NY2026-10-26
Greater Midwest Financial Group, LLC
25,623$589.1K0.3%GrowthMediumSt. Paul, MN2026-10-13
Commonwealth Equity Services, LLC
25,263$580.8K0.0%ETFLowWaltham, MA2026-11-02
PFG Advisors
20,337$467.6K0.0%ETFMediumPhoenix, AZ2026-10-16
Simplicity Wealth,LLC
19,772$454.6K0.0%ETFLowSummit, NJ2026-10-23
Visionary Wealth Advisors
18,259$419.8K0.0%ETFLowO'Fallon, IL2026-11-04
Cambridge Investment Research Advisors, Inc.
18,043$4150.0%ETFLowFairfield, IA2026-11-02
Jacobi Capital Management LLC
16,573$381.0K0.0%CoreLowPittston, PA2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
16,354$376.0K0.0%ETFLowMinneapolis, MN2026-10-14
JIM Saulnier & Associates, LLC
15,717$361.3K0.1%ETFLowFort Collins, CO2026-11-04
Old Mission Investment Co LLC
14,385$330.7K0.1%ETFLowTraverse City, MI2026-10-22
Single Point Partners, LLC
13,718$315.4K0.1%ETFVery LowBoston, MA2026-10-19
Associated Banc-Corp
13,700$315.0K0.0%CoreLowGreen Bay, WI2026-10-30
Asset Dedication, LLC
13,512$310.6K0.0%ETFLowSan Francisco, CA2026-11-03
Kestra Advisory Services, LLC
12,255$281.7K0.0%CoreLowAustin, TX2026-11-02
IFP Advisors, Inc
11,942$274.5K0.0%GrowthLowTampa, FL2026-10-16
Keeler Thomas Management LLC
11,653$267.9K0.1%CoreHighOrem, UT2026-10-29
Physician Wealth Advisors, Inc.
11,014$253.2K0.0%ETFMediumMidvale, UT2026-10-20
Signaturefd, LLC
10,418$239.5K0.0%IndexLowAtlanta, GA2026-10-23
Wealth Enhancement Advisory Services, LLC
9,387$216.0K0.0%CoreLowPlymouth, MN2026-10-13
Guidance Point Advisors, LLC
9,003$207.0K0.0%ETFVery LowWellesley, MA2026-10-15
Clayton Financial Group LLC
2,833$65.1K0.0%ETFLowSt. Louis, MO2026-10-13
Fifth Third Bancorp
2,613$60.1K0.0%IndexVery LowCincinnati, OH2026-11-05
Cherry Tree Wealth Management, LLC
1,608$37.0K0.0%ETFVery LowMinnetonka, MN2026-10-15
Central Trust Co
1,427$32.8K0.0%CoreLowJefferson City, MO2026-11-05
US Bancorp \de\
1,175$27.0K0.0%IndexLowMinneapolis, MN2026-11-05
Hyposwiss Advisors SA
1,120$25.7K0.0%ETFLowGeneva, Switzerland2026-10-26
Concord Wealth Partners
922$21.2K0.0%GrowthLowAbingdon, VA2026-11-02
Allworth Financial LP
846$20.4K0.0%IndexLowFolsom, CA2026-11-06
Noble Wealth Management PBC
800$18.4K0.0%YieldMediumGreenwood Village, CO2026-10-01
Rossby Financial, LCC
736$16.9K0.0%ETFMediumMelbourne, FL2026-11-05
CoreCap Advisors, LLC
484$11.1K0.0%ETFMediumSouthfield, MI2026-10-08
High Note Wealth, LLC
452$10.4K0.0%ETFVery LowDeephaven, MN2026-10-27
First Premier Bank
255$60.0%CoreVery LowSioux Falls, SD2026-10-13