iShares Ibonds DEC 2033 Tres ETF (IBTO): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 6, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow IBTO for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 85

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$24.13

-1.1% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of IBTO (all 13F filers)

GLOBALT Investments2.4 MType not verified−46 K
Atlantic Union Bankshares1.8 MType not verified+353 K
Krilogy Financial1.2 MType not verified+84 K
Morgan Stanley1.1 MBank or trading desk+64 K
Confluence Investment Management988 KType not verified−93 K
Chatham Capital Group701 KType not verified+32 K
Envestnet Asset Management655 KWealth adviser+52 K
Cetera Investment Advisers414 KWealth adviser+11 K
Ameriprise Financial357 KWealth adviser+18 K
Headland Capital336 KType not verified+23 K

Filer	Type
GLOBALT Investments	Type not verified	2.4 M	−46 K	$57.1M
Atlantic Union Bankshares	Type not verified	1.8 M	+353 K	$43.8M
Krilogy Financial	Type not verified	1.2 M	+84 K	$29.1M
Morgan Stanley	Bank or trading desk	1.1 M	+64 K	$25.4M
Confluence Investment Management	Type not verified	988 K	−93 K	$23.9M
Chatham Capital Group	Type not verified	701 K	+32 K	$16.9M
Envestnet Asset Management	Wealth adviser	655 K	+52 K	$15.8M
Cetera Investment Advisers	Wealth adviser	414 K	+11 K	$10.0M
Ameriprise Financial	Wealth adviser	357 K	+18 K	$8.6M
Headland Capital	Type not verified	336 K	+23 K	$8.1M

GLOBALT Investments
Shares
2.4 M
Change
−46 K
See more
Type
Type not verified
Value
$57.1M
Atlantic Union Bankshares
Shares
1.8 M
Change
+353 K
See more
Type
Type not verified
Value
$43.8M
Krilogy Financial
Shares
1.2 M
Change
+84 K
See more
Type
Type not verified
Value
$29.1M
Morgan Stanley
Shares
1.1 M
Change
+64 K
See more
Type
Bank or trading desk
Value
$25.4M
Confluence Investment Management
Shares
988 K
Change
−93 K
See more
Type
Type not verified
Value
$23.9M
Chatham Capital Group
Shares
701 K
Change
+32 K
See more
Type
Type not verified
Value
$16.9M
Envestnet Asset Management
Shares
655 K
Change
+52 K
See more
Type
Wealth adviser
Value
$15.8M
Cetera Investment Advisers
Shares
414 K
Change
+11 K
See more
Type
Wealth adviser
Value
$10.0M
Ameriprise Financial
Shares
357 K
Change
+18 K
See more
Type
Wealth adviser
Value
$8.6M
Headland Capital
Shares
336 K
Change
+23 K
See more
Type
Type not verified
Value
$8.1M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗