Who owns iShares iBonds Dec 2033 Term Treasury ETF?
Institutional ownership of IBTO from SEC Form 13F filings across 53 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
53
13F holders
$192.3M
value, 2026 filers
41.2%
of shares outstanding (8.2M sh)
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of IBTO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Atlantic Union Bankshares Corp | 1.8M | $43.8M | 0.7% | 9.2% | +24.2% |
| 2 | Krilogy Financial LLC | 1.2M | $29.1M | 0.9% | 6.1% | +7.5% |
| 3 | MORGAN STANLEY | 1.1M | $25.4M | 0.0% | 5.3% | +6.5% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 655,024 | $15.8M | 0.0% | 3.3% | +8.6% |
| 5 | Cetera Investment Advisers | 414,307 | $10.0M | 0.0% | 2.1% | +2.7% |
| 6 | AMERIPRISE FINANCIAL INC | 357,210 | $8.6M | 0.0% | 1.8% | +5.3% |
| 7 | WELLS FARGO & COMPANY/MN | 327,219 | $7.9M | 0.0% | 1.7% | +1.2% |
| 8 | HighTower Advisors, LLC | 318,509 | $7.7M | 0.0% | 1.6% | +19.1% |
| 9 | UBS Group AG | 179,532 | $4.3M | 0.0% | 0.9% | +0.6% |
| 10 | TRUIST FINANCIAL CORP | 168,492 | $4.1M | 0.0% | 0.9% | +7.8% |
| 11 | MERCER GLOBAL ADVISORS INC /ADV | 156,446 | $3.8M | 0.0% | 0.8% | +14.9% |
| 12 | BANK OF AMERICA CORP /DE/ | 155,157 | $3.7M | 0.0% | 0.8% | +13.9% |
| 13 | ROYAL BANK OF CANADA | 134,229 | $3.2M | 0.0% | 0.7% | +5.5% |
| 14 | STIFEL FINANCIAL CORP | 124,670 | $3.0M | 0.0% | 0.6% | -7.9% |
| 15 | SEI INVESTMENTS CO | 97,575 | $2.4M | 0.0% | 0.5% | 0.0% |
| 16 | THOROUGHBRED FINANCIAL SERVICES, LLC | 97,386 | $2,350 | 0.1% | 0.5% | +4.1% |
| 17 | RAYMOND JAMES FINANCIAL INC | 90,891 | $2.2M | 0.0% | 0.5% | -2.2% |
| 18 | Snowden Capital Advisors LLC | 85,027 | $2.1M | 0.0% | 0.4% | +0.2% |
| 19 | MCF Advisors LLCNEW | 77,997 | $2.0M | 0.1% | 0.4% | new |
| 20 | Pinnacle Financial Partners, Inc. | 69,777 | $1.7M | 0.0% | 0.4% | +9.6% |
| 21 | Janney Montgomery Scott LLC | 68,546 | $1,654 | 0.0% | 0.3% | +4.8% |
| 22 | LPL Financial LLC | 50,883 | $1.2M | 0.0% | 0.3% | +10.6% |
| 23 | Lido Advisors, LLC | 50,214 | $1.2M | 0.0% | 0.3% | 0.0% |
| 24 | JANE STREET GROUP, LLCNEW | 38,323 | $924,795 | 0.0% | 0.2% | new |
| 25 | Cambridge Investment Research Advisors, Inc. | 31,884 | $770 | 0.0% | 0.2% | +101.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.