IBTO Institutional Ownership & Shareholders
ISHARES IBONDS DEC 2033 TRES (IBTO) is currently held by 88 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $315.65M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Globalt Investments Llc / Ga is currently the largest disclosed institutional shareholder of IBTO tracked by InsiderSet, reporting ownership valued at approximately $52.96M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $54.16M, representing an estimated gain of +2.26% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed IBTO value among the investors covered in this analysis. Major shareholders include Globalt Investments Llc / Ga, Atlantic Union Bankshares Corp, Krilogy Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES IBONDS DEC 2033 TRES (IBTO).
This page ranks the largest institutional IBTO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
88
Total Reported Value
$315.65M
Largest Holder
Globalt Investments Llc / Ga
Largest Position
$52.96M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
110
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Globalt Investments Llc / Ga | 1.82% | 2,303,753 | $52,963,279 | $54,161,233 | +$1,197,954 | +2.26% | |
| Atlantic Union Bankshares Corp | 0.73% | 1,813,486 | $43,762,318 | $42,635,056 | -$1,127,262 | -2.58% | |
| Krilogy Financial Llc | 0.78% | 1,246,338 | $28,659,558 | $29,301,406 | +$641,848 | +2.24% | |
| Morgan Stanley | 0.00% | 1,053,283 | $25,417,412 | $24,762,683 | -$654,729 | -2.58% | |
| Confluence Investment Management Llc | 0.27% | 705,787 | $16,226,045 | $16,593,052 | +$367,007 | +2.26% | |
| Envestnet Asset Management Inc | 0.00% | 655,024 | $15,806,771 | $15,399,614 | -$407,157 | -2.58% | |
| Chatham Capital Group, Inc. | 1.85% | 625,920 | $14,389,901 | $14,715,379 | +$325,478 | +2.26% | |
| Cetera Investment Advisers | 0.01% | 414,307 | $9,997,877 | $9,740,358 | -$257,519 | -2.58% | |
| Ameriprise Financial Inc | 0.00% | 357,210 | $8,612,103 | $8,398,007 | -$214,096 | -2.49% | |
| Headland Capital, Llc | 2.00% | 335,965 | $8,107,384 | $7,898,537 | -$208,847 | -2.58% | |
| Wells Fargo & Company/Mn | 0.00% | 327,219 | $7,896,318 | $7,692,919 | -$203,399 | -2.58% | |
| Legacy Private Trust Co. | 0.37% | 290,298 | $6,673,951 | $6,824,906 | +$150,955 | +2.26% | |
| Probity Advisors, Inc. | 0.91% | 275,781 | $6,340,199 | $6,483,611 | +$143,412 | +2.26% | |
| Ubs Group Ag | 0.00% | 179,532 | $4,332,466 | $4,220,797 | -$111,669 | -2.58% | |
| Accretive Wealth Partners, Llc | 1.01% | 171,564 | $4,140,114 | $4,033,470 | -$106,644 | -2.58% | |
| Truist Financial Corp | 0.00% | 169,719 | $3,901,830 | $3,990,094 | +$88,264 | +2.26% | |
| Mercer Global Advisors Inc | 0.00% | 156,446 | $3,775,288 | $3,678,045 | -$97,243 | -2.58% | |
| Bank Of America Corp | 0.00% | 155,157 | $3,744,165 | $3,647,741 | -$96,424 | -2.58% | |
| Choreo, Llc | 0.04% | 153,925 | $3,538,744 | $3,618,777 | +$80,033 | +2.26% | |
| Royal Bank Of Canada | 0.00% | 134,229 | $3,239,000 | $3,155,724 | -$83,276 | -2.57% | |
| Stifel Financial Corp | 0.00% | 124,670 | $3,008,484 | $2,930,992 | -$77,492 | -2.58% | |
| Fagan Associates, Inc. | 0.34% | 125,576 | $2,886,989 | $2,952,292 | +$65,303 | +2.26% | |
| Stockman Wealth Management, Inc. | 0.29% | 120,859 | $2,778,549 | $2,841,395 | +$62,846 | +2.26% | |
| United Capital Financial Advisors, Llc | 0.02% | 114,527 | $2,762,334 | $2,692,530 | -$69,804 | -2.53% | |
| Sei Investments Co | 0.00% | 97,575 | $2,354,641 | $2,293,988 | -$60,653 | -2.58% | |
| Thoroughbred Financial Services, Llc | 0.11% | 97,386 | $2,350,000 | $2,289,545 | -$60,455 | -2.57% | |
| Raymond James Financial Inc | 0.00% | 90,891 | $2,193,345 | $2,136,847 | -$56,498 | -2.58% | |
| Snowden Capital Advisors Llc | 0.05% | 85,027 | $2,051,838 | $1,998,985 | -$52,853 | -2.58% | |
| Boston Family Office Llc | 0.10% | 70,359 | $1,698,000 | $1,654,140 | -$43,860 | -2.58% | |
| Pinnacle Financial Partners, Inc. | 0.01% | 69,777 | $1,683,841 | $1,640,457 | -$43,384 | -2.58% | |
| Janney Montgomery Scott Llc | 0.00% | 68,546 | $1,654,000 | $1,611,516 | -$42,484 | -2.57% | |
| L2 Asset Management, Llc | 0.14% | 55,364 | $1,336,024 | $1,301,608 | -$34,416 | -2.58% | |
| Lpl Financial Llc | 0.00% | 50,883 | $1,227,898 | $1,196,259 | -$31,639 | -2.58% | |
| Lido Advisors, Llc | 0.00% | 50,214 | $1,211,745 | $1,180,531 | -$31,214 | -2.58% | |
| Jane Street Group, Llc | 0.00% | 38,323 | $924,795 | $900,974 | -$23,821 | -2.58% | |
| Cwm, Llc | 0.00% | 34,832 | $849,546 | $818,900 | -$30,646 | -3.61% | |
| Mechanics Bank Trust Department | 0.10% | 34,770 | $799,362 | $817,443 | +$18,081 | +2.26% | |
| Benjamin Edwards Inc | 0.01% | 30,217 | $729,168 | $710,402 | -$18,766 | -2.57% | |
| Reliant Wealth Planning | 0.19% | 28,589 | $689,898 | $672,127 | -$17,771 | -2.58% | |
| Nbc Securities, Inc. | 0.05% | 29,620 | $680,964 | $696,366 | +$15,402 | +2.26% | |
| Greater Midwest Financial Group, Llc | 0.28% | 25,623 | $589,078 | $602,397 | +$13,319 | +2.26% | |
| Commonwealth Equity Services, Llc | 0.00% | 25,263 | $580,790 | $593,933 | +$13,143 | +2.26% | |
| Financial Engines Advisors L.L.C. | 0.00% | 19,425 | $468,756 | $456,682 | -$12,074 | -2.58% | |
| Pfg Advisors | 0.02% | 20,337 | $467,550 | $478,123 | +$10,573 | +2.26% | |
| Visionary Wealth Advisors | 0.02% | 18,896 | $455,991 | $444,245 | -$11,746 | -2.58% | |
| Simplicity Wealth,Llc | 0.01% | 19,772 | $454,561 | $464,840 | +$10,279 | +2.26% | |
| Aqr Capital Management Llc | 0.00% | 17,826 | $430,170 | $419,089 | -$11,081 | -2.58% | |
| Jpl Wealth Management, Llc | 0.08% | 17,074 | $412,027 | $401,410 | -$10,617 | -2.58% | |
| Jacobi Capital Management Llc | 0.02% | 16,454 | $397,073 | $386,834 | -$10,239 | -2.58% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.00% | 16,354 | $375,979 | $384,483 | +$8,504 | +2.26% |
Frequently asked questions about IBTO
Who are the largest institutional holders of IBTO?
The largest institutional holders of IBTO reported in the latest SEC Form 13F filings include Globalt Investments Llc / Ga, Atlantic Union Bankshares Corp, Krilogy Financial Llc, Morgan Stanley, and Confluence Investment Management Llc. InsiderSet ranks institutional holders by their latest reported IBTO position.
What is IBTO institutional ownership?
This page tracks IBTO positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS DEC 2033 TRES (IBTO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBTO?
InsiderSet currently tracks 88 institutional managers reporting IBTO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IBTO shareholders.
How much IBTO stock do institutions own?
Institutional investment managers disclosed approximately $315.65M in IBTO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBTO institutional ownership last updated?
The latest IBTO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IBTO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IBTO position after the reporting date.
Are institutions buying or selling IBTO?
Institutional buying and selling can be analyzed by comparing IBTO positions across consecutive 13F reporting periods. InsiderSet's IBTO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBTO ownership changes.
How has IBTO institutional ownership changed over time?
InsiderSet tracks IBTO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.