Who owns iShares iBonds Dec 2033 Term Treasury ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IBTO from SEC Form 13F filings across 84 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.
As of the 2026-06-30 reporting period, 84 institutions disclosed 13.5M shares of iShares iBonds Dec 2033 Term Treasury ETF worth $327.0M — about 68.4% of shares outstanding; the largest disclosed holder is GLOBALT Investments LLC / GA. Source: SEC Form 13F filings, parsed by EvidInvest.
84
13F holders
$327.0M
value, 2026 filers
68.4%
of shares outstanding (13.5M sh)
12
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 | GLOBALT Investments LLC / GA | 2.4M | $57.1M | 1.9% | 11.9% | -1.9% |
| 2 | Atlantic Union Bankshares Corp | 1.8M | $43.8M | 0.7% | 9.2% | +24.2% |
| 3 | Krilogy Financial LLC | 1.2M | $29.1M | 0.9% | 6.1% | +7.5% |
| 4 | MORGAN STANLEY | 1.1M | $25.4M | 0.0% | 5.3% | +6.5% |
| 5 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 988,431 | $23.9M | 0.4% | 5% | -8.6% |
| 6 | CHATHAM CAPITAL GROUP, INC. | 701,220 | $16.9M | 2.2% | 3.5% | +4.8% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 655,024 | $15.8M | 0.0% | 3.3% | +8.6% |
| 8 | Cetera Investment Advisers | 414,307 | $10.0M | 0.0% | 2.1% | +2.7% |
| 9 | AMERIPRISE FINANCIAL INC | 357,210 | $8.6M | 0.0% | 1.8% | +5.3% |
| 10 | Headland Capital, LLC | 335,965 | $8.1M | 2.0% | 1.7% | +7.5% |
| 11 | WELLS FARGO & COMPANY/MN | 327,219 | $7.9M | 0.0% | 1.7% | +1.2% |
| 12 | HighTower Advisors, LLC | 318,509 | $7.7M | 0.0% | 1.6% | +19.1% |
| 13 | Probity Advisors, Inc. | 243,911 | $5.9M | 0.8% | 1.2% | +23.8% |
| 14 | UBS Group AG | 179,532 | $4.3M | 0.0% | 0.9% | +0.6% |
| 15 | Accretive Wealth Partners, LLC | 171,564 | $4.1M | 1.0% | 0.9% | +23.8% |
| 16 | TRUIST FINANCIAL CORP | 168,492 | $4.1M | 0.0% | 0.9% | +7.8% |
| 17 | MERCER GLOBAL ADVISORS INC /ADV | 156,446 | $3.8M | 0.0% | 0.8% | +14.9% |
| 18 | BANK OF AMERICA CORP /DE/ | 155,157 | $3.7M | 0.0% | 0.8% | +13.9% |
| 19 | ROYAL BANK OF CANADA | 134,229 | $3.2M | 0.0% | 0.7% | +5.5% |
| 20 | STIFEL FINANCIAL CORP | 124,670 | $3.0M | 0.0% | 0.6% | -7.9% |
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 114,527 | $2.8M | 0.0% | 0.6% | +14.4% |
| 22 | FAGAN ASSOCIATES, INC. | 97,627 | $2.4M | 0.3% | 0.5% | -0.1% |
| 23 | SEI INVESTMENTS CO | 97,575 | $2.4M | 0.0% | 0.5% | 0.0% |
| 24 | THOROUGHBRED FINANCIAL SERVICES, LLC | 97,386 | $2.4M | 0.1% | 0.5% | +4.1% |
| 25 | RAYMOND JAMES FINANCIAL INC | 90,891 | $2.2M | 0.0% | 0.5% | -2.2% |
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.