Who owns iShares iBonds Dec 2033 Term Treasury ETF?
- Ticker: IBTO
- CUSIP Number: 46436e148
Tip: Access positions for across all investors
Analyze quarterly positions in iShares iBonds Dec 2033 Term Treasury ETF with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares iBonds Dec 2033 Term Treasury ETF stock
Who bought or sold iShares iBonds Dec 2033 Term Treasury ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 1.1M | $28M | 100% | Mar 2024 |
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| Union Bankshares | 867k | $21M | 23% | Mar 2024 |
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| Krilogy Financial | 685k | $17M | 36% | Mar 2024 |
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| UBS Group | 623k | $15M | 1076% | Mar 2024 |
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| Wells Fargo & Company | 397k | $9.6M | 29% | Mar 2024 |
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| Morgan Stanley | 283k | $6.9M | 100% | Mar 2024 |
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| Honkamp Krueger Financial Services | 142k | $3.5M | 100% | Mar 2024 |
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| Goldman Sachs Group | 113k | $2.7M | 0% | Mar 2024 |
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| Raymond James & Associates | 102k | $2.5M | 100% | Mar 2024 |
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| Accretive Wealth Partners | 95k | $2.3M | 7% | Mar 2024 |
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| Jane Street | 95k | $2.3M | 587% | Mar 2024 |
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| Probity Advisors | 71k | $1.7M | 97% | Mar 2024 |
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| Snowden Capital Advisors | 64k | $1.6M | 3% | Mar 2024 |
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| Stifel Financial | 58k | $1.4M | -3% | Mar 2024 |
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| Exchange Capital Management | 49k | $1.2M | 100% | Mar 2024 |
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| American National Bank and Trust Company | 49k | $1.2M | 100% | Mar 2024 |
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| Royal Bank of Canada | 30k | $724k | 100% | Mar 2024 |
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| Envestnet Asset Management | 24k | $592k | 100% | Mar 2024 |
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| Fagan Associates | 23k | $555k | 100% | Mar 2024 |
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| Mechanics Bank Trust Department / The Mechanics Bank | 21k | $510k | 0% | Mar 2024 |
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| Lincoln National | 19k | $469k | 100% | Mar 2024 |
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| Commonwealth Equity Services | 17k | $420k | 23% | Mar 2024 |
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| Benjamin F. Edwards & Company | 16k | $384k | 18% | Mar 2024 |
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| CliftonLarsonAllen Wealth Advisors | 16k | $383k | -18% | Mar 2024 |
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| Financial Engines Advisors L.L.C | 14k | $329k | 100% | Mar 2024 |
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| James Investment Research | 9.2k | $222k | 100% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 4.4k | $107k | 100% | Mar 2024 |
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| IFP Advisors | 3.1k | $76k | 100% | Dec 2023 |
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| Advisor Group Holdings | 2.3k | $57k | 0% | Mar 2024 |
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| Capital Analysts | 1.9k | $45k | 0% | Mar 2024 |
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| Benjamin Edwards | 1.8k | $44k | 71% | Mar 2024 |
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| Parkside Financial Bank & Trust | 1.7k | $42k | 19% | Mar 2024 |
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| Hanson McClain Advisors | 846.00 | $21k | 0% | Mar 2024 |
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| Cherry Tree Wealth Management | 707.00 | $17k | 100% | Mar 2024 |
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| Central Trust & Investment | 345.00 | $8.4k | 100% | Mar 2024 |
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| Goss Wealth Management | 78.00 | $1.9k | 100% | Mar 2024 |
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| Pnc Financial Services | 25.00 | $607.000000 | 100% | Mar 2024 |
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Who sold out of iShares iBonds Dec 2033 Term Treasury ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Stratos Wealth Advisors | Dec 2023 | 205k | $5.1M |
| HighTower Advisors | Dec 2023 | 51k | $1.3M |
| BlackRock | Sep 2023 | 50k | $1.2M |
| Fundamentun | Dec 2023 | 13k | $314k |
| Bank of America Corporation | Dec 2023 | 649.00 | $16k |