Who owns IBTO?
Ishares Ibonds Dec 2033 Term Treasury ETF · iShares
83 institutions reported holding IBTO, worth $327.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBTO
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| GLOBALT Investments LLC | Atlanta, GA | $57.1M | 2,365,635 | −45,637 shares |
| Atlantic Union Bankshares Corp | Glen Allen, VA | $43.8M | 1,813,486 | +353,390 shares |
| Krilogy Financial LLC | St. Louis, MO | $29.1M | 1,206,508 | +84,227 shares |
| Morgan Stanley | New York, NY | $25.4M | 1,053,283 | +64,487 shares |
| Confluence Investment Management LLC | St. Louis, MO | $23.9M | 988,431 | −93,465 shares |
| Chatham Capital Group, Inc. | Savannah, GA | $16.9M | 701,220 | +32,325 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $15.8M | 655,024 | +51,733 shares |
| Cetera Investment Advisers | Schaumburg, IL | $10.0M | 414,307 | +10,997 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $8.6M | 357,210 | +18,022 shares |
| Headland Capital, LLC | Mt. Pleasant, SC | $8.1M | 335,965 | +23,367 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IBTO?
83 institutional managers reported holding IBTO in Form 13F filings for June 30, 2026, worth $327.4M in total. The largest reported position was held by GLOBALT Investments LLC, at $57.1M.
Did institutions buy or sell IBTO last quarter?
Reported 13F value rose 1.9% from March 31, 2026, which includes price moves as well as buying and selling. 12 firms reported a new position and 10 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IBTO ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.