iShares iBonds Dec 2033 Term Treasury ETF (IBTO)
ETF ยท Nasdaq
iShares iBonds Dec 2033 Term Treasury ETF (IBTO) is an exchange-traded fund listed on Nasdaq, where it has traded since June 27, 2023.
- Type
- Exchange-traded fund
- Listed On
- Nasdaq
- Listed Since
- June 27, 2023
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 82 institutions reported holding IBTO, with 13.2 million shares worth $319.3 million in aggregate. The largest reported holder was Globalt Investments LLC / GA, with 2.4 million shares worth $57.1 million. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Globalt Investments LLC / GA | 2,365,635 | $57M | Reduced 1.89% |
| Atlantic Union Bankshares | 1,813,486 | $44M | Added 24.2% |
| Krilogy Financial | 1,206,508 | $29M | Added 7.5% |
| Morgan Stanley | 1,053,283 | $25M | Added 6.52% |
| Confluence Investment Management | 988,431 | $24M | Reduced 8.64% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is IBTO?
iShares iBonds Dec 2033 Term Treasury ETF (IBTO) is an exchange-traded fund listed on Nasdaq, where it has traded since June 27, 2023.
Who are the largest institutional holders of IBTO?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of IBTO were Globalt Investments LLC / GA, Atlantic Union Bankshares and Krilogy Financial.
How many institutions own IBTO?
82 institutions reported a position in IBTO for the quarter ended June 30, 2026, worth $319.3 million in total.
Did institutions buy or sell IBTO last quarter?
Of the 5 largest reported holders, 3 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for IBTO.
Every reported institutional holder, plus insider and congressional trades in IBTO, on SentiSense.