IBTO

iShares iBonds Dec 2033 Term Treasury ETF
$24.42-0.09 (-0.35%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.3289611144458103e+262B

Total Value

$3.200028062253302e+183T

% of Float

Price History

$23.32$23.84$24.36$24.88$25.39Jul 24May 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Federation des caisses Desjardins du Quebec1,328,961$32.0M0.12%Share
2Krilogy Financial LLC1,144,458$28.1M0.95%Share
3Atlantic Union Bankshares Corp1,031,575$25.3M0.48%Share
4MORGAN STANLEY923,088$22.0M0.00%Share
5CONFLUENCE INVESTMENT MANAGEMENT LLC637,249$15.6M0.23%Share
6CHATHAM CAPITAL GROUP, INC.515,320$12.7M1.80%Share
7ENVESTNET ASSET MANAGEMENT INC413,705$10.0M0.00%Share
8Cetera Investment Advisers395,943$9.0M0.01%Share
9Headland Capital, LLC303,888$7.5M2.08%Share
10WELLS FARGO & COMPANY/MN288,831$7.0M0.00%Share
11Atlantic Union Bankshares Corp275,732$6.8M0.13%Share
12HighTower Advisors, LLC249,279$6.0M0.01%Share
13UBS Group AG170,528$4.2M0.00%Share
14Probity Advisors, Inc.142,201$3.5M0.56%Share
15Accretive Wealth Partners, LLC139,030$3.4M1.01%Share
16TRUIST FINANCIAL CORP134,355$3.3M0.00%Share
17MERCER GLOBAL ADVISORS INC /ADV124,365$3.0M0.00%Share
18AMERIPRISE FINANCIAL INC133,841$3.0M0.00%Share
19PFG Advisors104,493$2.6M0.12%Share
20FAGAN ASSOCIATES, INC.87,867$2.2M0.29%Share
21Snowden Capital Advisors LLC82,789$2.0M0.05%Share
22STIFEL FINANCIAL CORP107,668$2.0M0.00%Share
23Keeler Thomas Management LLC55,645$1.4M0.65%Share
24NovaPoint Capital, LLC48,824$1.3M0.33%Share
25NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO11,494$1.2M0.00%Share
26RAYMOND JAMES FINANCIAL INC71,116$1.0M0.00%Share
27ROYAL BANK OF CANADA57,698$1.0M0.00%Share
28UNITED CAPITAL FINANCIAL ADVISORS, LLC80,085$1.0M0.01%Share
29Lido Advisors, LLC50,214$1.0M0.00%Share
30L2 Asset Management, LLC49,643$1.0M0.13%Share
31Pinnacle Financial Partners, Inc.42,134$1.0M0.01%Share
32THOROUGHBRED FINANCIAL SERVICES, LLC70,348$1.0M0.06%Share
33JANE STREET GROUP, LLC49,473$1.0M0.00%Share
34ROYAL BANK OF CANADA68,754$1.0M0.00%Share
35LPL Financial LLC44,249$1.0M0.00%Share
36BANK OF AMERICA CORP /DE/67,313$1.0M0.00%Share
37CWM, LLC34,845$856K0.00%Share
38Reliant Wealth Planning30,643$752K0.23%Share
39Mechanics Bank Trust Department30,500$748K0.10%Share
40BENJAMIN EDWARDS INC27,811$682K0.01%Share
41Financial Engines Advisors L.L.C.22,358$549K0.00%Share
42Greater Midwest Financial Group, LLC21,012$515K0.29%Share
43CLIFTONLARSONALLEN WEALTH ADVISORS, LLC20,296$498K0.01%Share
44Visionary Wealth Advisors19,334$474K0.02%Share
45Simplicity Wealth,LLC17,412$427K0.03%Share
46JPL Wealth Management, LLC17,347$425K0.10%Share
47Jacobi Capital Management LLC16,011$393K0.02%Share
48Atlantic Union Bankshares Corp15,609$383K0.01%Share
49Jaffetilchin Investment Partners, LLC11,342$278K0.02%Share
50Walleye Partners, LLC8,645$212K0.24%Share