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iShares iBonds Dec 2033 Term Treasury ETF (IBTO) Institutional Ownership

iShares iBonds Dec 2033 Term Treasury ETF logo
$23.92 +0.09 (+0.38%)
As of 08:30 AM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2033 Term Treasury ETF (NASDAQ:IBTO)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$21.19M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$7.67M
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IBTO Institutional Buying and Selling by Quarter

iShares iBonds Dec 2033 Term Treasury ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2026 Confluence Investment Management LLC988,431$23.85M0.4%-8.6%5.286%
4/22/2026Janney Montgomery Scott LLC65,380$1.60M0.0%N/A0.354%
2/12/2026Reliant Wealth Planning30,643$752K0.2%-2.6%0.179%
2/10/2026Thoroughbred Financial Services LLC70,348$1.73M0.1%+117.8%0.410%
2/6/2026GLOBALT Investments LLC GA2,264,703$55.61M2.0%-0.2%13.205%
2/4/2026Atlantic Union Bankshares Corp1,322,916$32.48M0.6%+24.4%7.714%
1/28/2026Headland Capital LLC303,888$7.46M2.1%+2.9%1.825%
1/5/2026 Confluence Investment Management LLC637,249$15.65M0.2%-5.9%3.621%
12/2/2025IFP Advisors Inc3,887$96K0.0%-44.2%0.023%
11/18/2025Reliant Wealth Planning31,452$775K0.3%-33.3%0.190%
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11/17/2025United Capital Financial Advisors LLC63,181$1.56M0.0%+43.5%0.382%
11/17/2025Ameriprise Financial Inc.104,347$2.55M0.0%N/A0.630%
11/10/2025Thoroughbred Financial Services LLC32,306$796K0.0%+159.9%0.195%
11/4/2025Atlantic Union Bankshares Corp1,063,289$26.21M0.5%+14.1%6.425%
10/30/2025CNB Bank5,949$147K0.1%N/A0.036%
10/14/2025GLOBALT Investments LLC GA2,268,573$55.92M2.0%-2.3%13.749%
10/14/2025 Confluence Investment Management LLC676,864$16.69M0.2%-2.6%4.102%
8/13/2025Flow Traders U.S. LLC26,725$655K0.0%-12.9%0.178%
8/6/2025Headland Capital LLC284,351$6.97M2.1%+4.4%1.889%
8/6/2025Atlantic Union Bankshares Corp931,860$22.84M0.5%+27.1%6.192%
7/31/2025GLOBALT Investments LLC GA2,322,883$56.93M2.2%-3.4%15.434%
7/1/2025 Confluence Investment Management LLC694,671$17.03M0.2%-0.9%5.071%
5/14/2025Flow Traders U.S. LLC30,674$748K0.0%N/A0.224%
5/8/2025Headland Capital LLC272,453$6.65M2.2%N/A1.989%
5/7/2025GLOBALT Investments LLC GA2,404,102$58.66M2.4%-2.7%17.548%
5/5/2025Atlantic Union Bankshares Corp733,299$17.89M1.1%+3.1%5.353%
4/24/2025Jaffetilchin Investment Partners LLC10,961$267K0.0%N/A0.080%
4/22/2025Cambridge Investment Research Advisors Inc.9,244$226K0.0%N/A0.067%
4/1/2025Confluence Investment Management LLC700,979$17.10M0.2%N/A5.154%
2/17/2025Captrust Financial Advisors24,708$584K0.0%N/A0.201%
2/11/2025Atlantic Private Wealth LLC22,135$523K0.4%N/A0.180%
2/10/2025GLOBALT Investments LLC GA2,470,895$58.39M2.2%N/A20.089%
2/7/2025Atlantic Union Bankshares Corp711,093$16.80M1.0%-13.4%5.781%
2/5/2025Noble Wealth Management PBC2,000$47K0.0%N/A0.016%
2/4/2025Exchange Capital Management Inc.49,151$1.16M0.2%N/A0.400%
11/14/2024Atlantic Union Bankshares Corp820,813$20.61M1.2%-26.2%9.275%
7/25/2024Atlantic Union Bankshares Corp1,112,658$26.70M1.7%+28.3%13.168%
4/19/2024American National Bank & Trust Co. VA48,723$1.18M0.3%N/A0.701%
4/18/2024Exchange Capital Management Inc.49,151$1.19M0.2%N/A0.707%
4/16/2024Atlantic Union Bankshares Corp867,072$21.06M1.8%+22.6%12.476%
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1/19/2024Atlantic Union Bankshares Corp707,256$17.57M1.6%N/A13.472%


IBTO Institutional Ownership - Frequently Asked Questions

During the previous two years, 18 institutional investors and hedge funds held shares of iShares iBonds Dec 2033 Term Treasury ETF. The most heavily invested institutionals were GLOBALT Investments LLC GA ($55.61M), Atlantic Union Bankshares Corp ($32.48M), Confluence Investment Management LLC ($23.85M), Headland Capital LLC ($7.46M), Ameriprise Financial Inc. ($2.55M), Thoroughbred Financial Services LLC ($1.73M), and Janney Montgomery Scott LLC ($1.60M).Learn more on iShares iBonds Dec 2033 Term Treasury ETF's institutional investors.

Of the 16 institutional investors that purchased iShares iBonds Dec 2033 Term Treasury ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GLOBALT Investments LLC GA ($2.47M), Atlantic Union Bankshares Corp ($857.41K), Confluence Investment Management LLC ($700.98K), Headland Capital LLC ($292.90K), Ameriprise Financial Inc. ($104.35K), Janney Montgomery Scott LLC ($65.38K), and Thoroughbred Financial Services LLC ($57.92K).

Institutional investors have bought a total of 862,818 shares in the last 24 months. This purchase volume represents approximately $21.19M in transactions.

The following institutional investors have sold iShares iBonds Dec 2033 Term Treasury ETF stock in the last 24 months: Confluence Investment Management LLC ($150.89K), GLOBALT Investments LLC GA ($139.40K), Reliant Wealth Planning ($16.52K), Flow Traders U.S. LLC ($3.95K), and IFP Advisors Inc ($3.08K).

Institutional investors have sold a total of 313,834 shares in the last 24 months. This volume of shares sold represents approximately $7.67M in transactions.


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This page (NASDAQ:IBTO) was last updated on 7/14/2026 by MarketBeat.com Staff.
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