ISHARES IBONDS DEC 2033 TRES (IBTO) Top Institutional Shareholders
ISHARES IBONDS DEC 2033 TRES (IBTO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $318.18M in IBTO holdings during the latest filing period.
Globalt Investments Llc / Ga is currently the largest disclosed institutional shareholder of IBTO tracked by InsiderSet, reporting ownership valued at approximately $58.81M in its March 31, 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 $57.85M, representing an estimated loss of -1.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% 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
83
Total Reported Value
$318.18M
Largest Holder
Globalt Investments Llc / Ga
Largest Position
$58.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
91
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 | 2.10% | 2,411,272 | $58,810,440 | $57,848,585 | -$961,855 | -1.64% | |
| Atlantic Union Bankshares Corp | 0.68% | 1,460,096 | $35,611,450 | $35,029,017 | -$582,433 | -1.64% | |
| Krilogy Financial Llc | 0.88% | 1,122,281 | $27,355,601 | $26,924,531 | -$431,070 | -1.58% | |
| Confluence Investment Management Llc | 0.41% | 1,081,896 | $26,387,229 | $25,955,659 | -$431,570 | -1.64% | |
| Morgan Stanley | 0.00% | 988,796 | $24,116,555 | $23,722,106 | -$394,449 | -1.64% | |
| Chatham Capital Group, Inc. | 2.37% | 668,895 | $16,314,192 | $16,047,393 | -$266,799 | -1.64% | |
| Envestnet Asset Management Inc | 0.00% | 603,291 | $14,714,159 | $14,473,494 | -$240,665 | -1.64% | |
| Pfg Private Wealth Management, Llc | 5.40% | 492,749 | $12,737,562 | $11,821,492 | -$916,070 | -7.19% | |
| Cetera Investment Advisers | 0.01% | 403,310 | $9,836,641 | $9,675,770 | -$160,871 | -1.64% | |
| Ameriprise Financial Inc | 0.00% | 339,188 | $8,270,194 | $8,137,425 | -$132,769 | -1.61% | |
| Wells Fargo & Company/Mn | 0.00% | 323,430 | $7,888,393 | $7,759,377 | -$129,016 | -1.64% | |
| Headland Capital, Llc | 2.15% | 312,598 | $7,624,198 | $7,499,507 | -$124,691 | -1.64% | |
| Hightower Advisors, Llc | 0.01% | 267,449 | $6,523,034 | $6,416,342 | -$106,692 | -1.64% | |
| Probity Advisors, Inc. | 0.76% | 197,074 | $4,806,600 | $4,727,983 | -$78,617 | -1.64% | |
| Ubs Group Ag | 0.00% | 178,424 | $4,351,761 | $4,280,552 | -$71,209 | -1.64% | |
| Truist Financial Corp | 0.01% | 156,326 | $3,812,763 | $3,750,401 | -$62,362 | -1.64% | |
| Accretive Wealth Partners, Llc | 0.95% | 138,531 | $3,378,743 | $3,323,483 | -$55,260 | -1.64% | |
| Bank Of America Corp | 0.00% | 136,245 | $3,322,942 | $3,268,640 | -$54,302 | -1.63% | |
| Mercer Global Advisors Inc | 0.00% | 136,120 | $3,319,931 | $3,265,641 | -$54,290 | -1.64% | |
| Stifel Financial Corp | 0.00% | 135,383 | $3,301,960 | $3,247,960 | -$54,000 | -1.64% | |
| Royal Bank Of Canada | 0.00% | 127,175 | $3,102,000 | $3,051,043 | -$50,957 | -1.64% | |
| United Capital Financial Advisors, Llc | 0.02% | 100,103 | $2,438,596 | $2,401,561 | -$37,035 | -1.52% | |
| Fagan Associates, Inc. | 0.33% | 97,677 | $2,382,322 | $2,343,359 | -$38,963 | -1.64% | |
| Sei Investments Co | 0.00% | 97,575 | $2,379,835 | $2,340,912 | -$38,923 | -1.64% | |
| Raymond James Financial Inc | 0.00% | 92,912 | $2,266,105 | $2,229,043 | -$37,062 | -1.64% | |
| Pfg Advisors | 0.10% | 87,769 | $2,140,672 | $2,105,657 | -$35,015 | -1.64% | |
| Snowden Capital Advisors Llc | 0.05% | 84,819 | $2,068,718 | $2,034,884 | -$33,834 | -1.64% | |
| Pinnacle Financial Partners, Inc. | 0.01% | 63,679 | $1,553,269 | $1,527,717 | -$25,552 | -1.65% | |
| L2 Asset Management, Llc | 0.13% | 54,099 | $1,319,468 | $1,297,884 | -$21,584 | -1.64% | |
| Lido Advisors, Llc | 0.00% | 50,214 | $1,224,711 | $1,204,679 | -$20,032 | -1.64% | |
| Lpl Financial Llc | 0.00% | 45,998 | $1,121,885 | $1,103,533 | -$18,352 | -1.64% | |
| Cwm, Llc | 0.00% | 34,832 | $849,546 | $835,651 | -$13,895 | -1.64% | |
| Mechanics Bank Trust Department | 0.11% | 33,000 | $804,862 | $791,700 | -$13,162 | -1.64% | |
| Reliant Wealth Planning | 0.23% | 30,643 | $747,377 | $735,153 | -$12,224 | -1.64% | |
| Benjamin Edwards Inc | 0.01% | 29,311 | $714,852 | $703,197 | -$11,655 | -1.63% | |
| Commonwealth Equity Services, Llc | 0.00% | 26,971 | $657,820 | $647,059 | -$10,761 | -1.64% | |
| Tower Research Capital Llc (Trc) | 0.02% | 25,658 | $625,793 | $615,559 | -$10,234 | -1.64% | |
| Captrust Financial Advisors | 0.00% | 23,769 | $579,721 | $570,240 | -$9,481 | -1.64% | |
| Greater Midwest Financial Group, Llc | 0.31% | 23,547 | $574,295 | $564,914 | -$9,381 | -1.63% | |
| Susquehanna International Group, Llp | 0.00% | 23,188 | $565,551 | $556,301 | -$9,250 | -1.64% | |
| Visionary Wealth Advisors | 0.02% | 19,302 | $470,772 | $463,072 | -$7,700 | -1.64% | |
| Financial Engines Advisors L.L.C. | 0.00% | 18,976 | $462,821 | $455,251 | -$7,570 | -1.64% | |
| Keeler Thomas Management Llc | 0.19% | 18,609 | $453,878 | $446,447 | -$7,431 | -1.64% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.01% | 18,074 | $440,822 | $433,612 | -$7,210 | -1.64% | |
| Aqr Capital Management Llc | 0.00% | 17,826 | $434,773 | $427,662 | -$7,111 | -1.64% | |
| Jpl Wealth Management, Llc | 0.10% | 17,403 | $424,448 | $417,514 | -$6,934 | -1.63% | |
| Simplicity Wealth,Llc | 0.02% | 17,227 | $420,153 | $413,291 | -$6,862 | -1.63% | |
| Kestra Advisory Services, Llc | 0.00% | 16,782 | $409,311 | $402,615 | -$6,696 | -1.64% | |
| Jacobi Capital Management Llc | 0.02% | 16,340 | $398,532 | $392,011 | -$6,521 | -1.64% | |
| Integrated Wealth Concepts Llc | 0.00% | 14,660 | $357,550 | $351,707 | -$5,843 | -1.63% |
Frequently asked questions about IBTO
Who owns the most IBTO stock?
The largest holders of IBTO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES IBONDS DEC 2033 TRES (IBTO).
Is IBTO widely held by superinvestors?
Many widely followed stocks like IBTO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBTO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.