Who Owns ISHARES IBONDS DEC 2033 TERM TREASURY ETF (IBTO)? -- Institutional Holders (2026-06-30)

94 institutions reported holding $327.0M of ISHARES IBONDS DEC 2033 TERM TREASURY ETF (IBTO) in SEC 13F filings for 2026-06-30. Largest institutional holders: GLOBALT Investments LLC / GA ($57.1M), Atlantic Union Bankshares Corp ($43.8M), Krilogy Financial LLC ($29.1M), MORGAN STANLEY ($25.4M), CONFLUENCE INVESTMENT MANAGEMENT LLC ($23.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1GLOBALT Investments LLC / GA$57.1M2.4MTrimmed
2Atlantic Union Bankshares Corp$43.8M1.8MAdded
3Krilogy Financial LLC$29.1M1.2MAdded
4MORGAN STANLEY$25.4M1.1MAdded
5CONFLUENCE INVESTMENT MANAGEMENT LLC$23.9M988,431Trimmed
6CHATHAM CAPITAL GROUP, INC.$16.9M701,220Added
7ENVESTNET ASSET MANAGEMENT INC$15.8M655,024Added
8Cetera Investment Advisers$10.0M414,307Added
9AMERIPRISE FINANCIAL INC$8.6M357,210Added
10Headland Capital, LLC$8.1M335,965Added
11WELLS FARGO & COMPANY/MN$7.9M327,219Added
12HighTower Advisors, LLC$7.7M318,509Added
13Probity Advisors, Inc.$5.9M243,911Added
14UBS Group AG$4.3M179,532Added
15Accretive Wealth Partners, LLC$4.1M171,564Added
16TRUIST FINANCIAL CORP$4.1M168,492Added
17MERCER GLOBAL ADVISORS INC /ADV$3.8M156,446Added
18BANK OF AMERICA CORP /DE/$3.7M155,157Added
19Royal Bank of Canada$3.2M134,229Added
20STIFEL FINANCIAL CORP$3.0M124,670Trimmed
21UNITED CAPITAL FINANCIAL ADVISORS, LLC$2.8M114,527Added
22FAGAN ASSOCIATES, INC.$2.4M97,627Trimmed
23SEI INVESTMENTS CO$2.4M97,575Hold
24THOROUGHBRED FINANCIAL SERVICES, LLC$2.4M97,386Added
25RAYMOND JAMES FINANCIAL INC$2.2M90,891Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30