IBTO Institutional Ownership
iShares iBonds Dec 2033 Term Treasury ETF
1W: -0.5%
1M: -2.8%
3M: -4.7%
YTD: -6.0%
1Y: -6.1%
3Y: +7.2%
$22.92
-0.06 (-0.25%)
Weekly Expected Move ±0.7%
$23
$23
$23
$23
$23
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IBTO
94
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
325M
Total Invested
12
New Positions
44
Increased
26
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (103 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | GLOBALT Investments LLC / GA | 2,365,635 | $54M | -45,637 | -1.9% | 2Q | SEC ↗ |
| 2 | Atlantic Union Bankshares Corp | 1,813,486 | $42M | +353,390 | +24.2% | 11Q | SEC ↗ |
| 3 | Krilogy Financial LLC | 1,206,508 | $28M | +84,227 | +7.5% | 11Q | SEC ↗ |
| 4 | MORGAN STANLEY | 1,053,283 | $24M | +64,487 | +6.5% | 11Q | SEC ↗ |
| 5 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 988,431 | $23M | -93,465 | -8.6% | 6Q | SEC ↗ |
| 6 | CHATHAM CAPITAL GROUP, INC. | 701,220 | $16M | +32,325 | +4.8% | 6Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 655,024 | $15M | +51,733 | +8.6% | 10Q | SEC ↗ |
| 8 | Cetera Investment Advisers | 414,307 | $9M | +10,997 | +2.7% | 6Q | SEC ↗ |
| 9 | AMERIPRISE FINANCIAL INC | 357,210 | $8M | +18,022 | +5.3% | 4Q | SEC ↗ |
| 10 | Headland Capital, LLC | 335,965 | $8M | +23,367 | +7.5% | 6Q | SEC ↗ |
| 11 | WELLS FARGO & COMPANY/MN | 327,219 | $7M | +3,789 | +1.2% | 12Q | SEC ↗ |
| 12 | HighTower Advisors, LLC | 318,509 | $7M | +51,060 | +19.1% | 9Q | SEC ↗ |
| 13 | Probity Advisors, Inc. | 243,911 | $6M | +46,837 | +23.8% | 11Q | SEC ↗ |
| 14 | UBS Group AG | 179,532 | $4M | +1,108 | +0.6% | 12Q | SEC ↗ |
| 15 | Accretive Wealth Partners, LLC | 171,564 | $4M | +33,033 | +23.8% | 11Q | SEC ↗ |
| 16 | TRUIST FINANCIAL CORP | 168,492 | $4M | +12,166 | +7.8% | 7Q | SEC ↗ |
| 17 | MERCER GLOBAL ADVISORS INC /ADV | 156,446 | $4M | +20,326 | +14.9% | 4Q | SEC ↗ |
| 18 | BANK OF AMERICA CORP /DE | 155,157 | $4M | +18,912 | +13.9% | 11Q | SEC ↗ |
| 19 | ROYAL BANK OF CANADA | 134,229 | $3M | +7,054 | +5.5% | 10Q | SEC ↗ |
| 20 | STIFEL FINANCIAL CORP | 124,670 | $3M | -10,713 | -7.9% | 11Q | SEC ↗ |
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 114,527 | $3M | +14,424 | +14.4% | 6Q | SEC ↗ |
| 22 | FAGAN ASSOCIATES, INC. | 97,627 | $2M | -50 | -0.1% | 10Q | SEC ↗ |
| 23 | SEI INVESTMENTS CO | 97,575 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 24 | THOROUGHBRED FINANCIAL SERVICES, LLC | 97,386 | $2M | +3,806 | +4.1% | 8Q | SEC ↗ |
| 25 | RAYMOND JAMES FINANCIAL INC | 90,891 | $2M | -2,021 | -2.2% | 7Q | SEC ↗ |
| 26 | Snowden Capital Advisors LLC | 85,027 | $2M | +208 | +0.2% | 12Q | SEC ↗ |
| 27 | MCF Advisors LLC NEW | 77,997 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 28 | BOSTON FAMILY OFFICE LLC NEW | 70,359 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Pinnacle Financial Partners, Inc. | 69,777 | $2M | +6,098 | +9.6% | 3Q | SEC ↗ |
| 30 | Janney Montgomery Scott LLC | 68,546 | $2M | +3,166 | +4.8% | 2Q | SEC ↗ |
| 31 | Stockman Wealth Management, Inc. NEW | 57,551 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 32 | L2 Asset Management, LLC | 55,364 | $1M | +1,265 | +2.3% | 4Q | SEC ↗ |
| 33 | LPL Financial LLC | 50,883 | $1M | +4,885 | +10.6% | 9Q | SEC ↗ |
| 34 | Lido Advisors, LLC | 50,214 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 35 | JANE STREET GROUP, LLC NEW | 38,323 | $878K | — | +0.0% | 1Q | SEC ↗ |
| 36 | CWM, LLC | 34,832 | $798K | -13 | -0.0% | 5Q | SEC ↗ |
| 37 | Mechanics Bank Trust Department | 34,770 | $797K | +1,770 | +5.4% | 11Q | SEC ↗ |
| 38 | BENJAMIN EDWARDS INC | 30,217 | $693K | +906 | +3.1% | 11Q | SEC ↗ |
| 39 | Reliant Wealth Planning | 28,589 | $655K | -2,054 | -6.7% | 5Q | SEC ↗ |
| 40 | COMMONWEALTH EQUITY SERVICES, LLC | 27,391 | $628K | +420 | +1.6% | 11Q | SEC ↗ |
| 41 | Greater Midwest Financial Group, LLC | 23,856 | $547K | +309 | +1.3% | 6Q | SEC ↗ |
| 42 | Simplicity Wealth,LLC | 20,977 | $481K | +3,750 | +21.8% | 6Q | SEC ↗ |
| 43 | PFG Advisors | 20,925 | $480K | -66,844 | -76.2% | 5Q | SEC ↗ |
| 44 | Financial Engines Advisors L.L.C. | 19,425 | $445K | +449 | +2.4% | 11Q | SEC ↗ |
| 45 | Kestra Advisory Services, LLC | 19,058 | $437K | +2,276 | +13.6% | 10Q | SEC ↗ |
| 46 | Visionary Wealth Advisors | 18,896 | $433K | -406 | -2.1% | 5Q | SEC ↗ |
| 47 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 18,074 | $414K | — | +0.0% | 7Q | SEC ↗ |
| 48 | AQR CAPITAL MANAGEMENT LLC | 17,826 | $409K | — | +0.0% | 4Q | SEC ↗ |
| 49 | JPL Wealth Management, LLC | 17,074 | $391K | -329 | -1.9% | 7Q | SEC ↗ |
| 50 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 16,862 | $386K | +3,281 | +24.2% | 11Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| MCF Advisors LLC | 77,997 | $2M |
| BOSTON FAMILY OFFICE LLC | 70,359 | $2M |
| Stockman Wealth Management, Inc. | 57,551 | $1M |
| JANE STREET GROUP, LLC | 38,323 | $878K |
| Single Point Partners, LLC | 13,718 | $314K |
| Old Mission Investment Co LLC | 12,320 | $282K |
| Vestmark Advisory Solutions, Inc. | 9,552 | $219K |
| HARBOUR INVESTMENTS, INC. | 4,543 | $104K |
| FIDUCIARY FINANCIAL ADVISORS | 3,464 | $79K |
| LOGAN CAPITAL MANAGEMENT INC | 280 | $6K |
| ASSETMARK, INC | 214 | $5K |
| First PREMIER Bank | 195 | $4K |
Sold Out (17)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| PFG Private Wealth Management, LLC | 492,749 | $11M |
| NovaPoint Capital, LLC | 48,824 | $1M |
| CITADEL ADVISORS LLC | 28,851 | $661K |
| Tower Research Capital LLC (TRC) | 25,658 | $588K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 23,188 | $531K |
| Walleye Partners, LLC | 8,645 | $198K |
| NATIONAL BANK OF CANADA /FI | 8,025 | $184K |
| Clayton Financial Group LLC | 2,710 | $62K |
| Advisory Services Network, LLC | 1,989 | $46K |
| Allworth Financial LP | 846 | $19K |
| FLAGSHIP HARBOR ADVISORS, LLC | 837 | $19K |
| BANK OF MONTREAL /CAN | 463 | $11K |
| Aptus Capital Advisors, LLC | 414 | $9K |
| Root Financial Partners, LLC | 283 | $6K |
| HAZLETT, BURT & WATSON, INC. | 162 | $4K |
| Blue Trust, Inc. | 145 | $3K |
| NewEdge Advisors, LLC | 6 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Atlantic Union Bankshares Corp | +353,390 | +24.2% | 1,813,486 |
| Krilogy Financial LLC | +84,227 | +7.5% | 1,206,508 |
| MORGAN STANLEY | +64,487 | +6.5% | 1,053,283 |
| ENVESTNET ASSET MANAGEMENT INC | +51,733 | +8.6% | 655,024 |
| HighTower Advisors, LLC | +51,060 | +19.1% | 318,509 |
| Probity Advisors, Inc. | +46,837 | +23.8% | 243,911 |
| Accretive Wealth Partners, LLC | +33,033 | +23.8% | 171,564 |
| CHATHAM CAPITAL GROUP, INC. | +32,325 | +4.8% | 701,220 |
| Headland Capital, LLC | +23,367 | +7.5% | 335,965 |
| MERCER GLOBAL ADVISORS INC /ADV | +20,326 | +14.9% | 156,446 |
| BANK OF AMERICA CORP /DE | +18,912 | +13.9% | 155,157 |
| AMERIPRISE FINANCIAL INC | +18,022 | +5.3% | 357,210 |
| UNITED CAPITAL FINANCIAL ADVISORS, | +14,424 | +14.4% | 114,527 |
| TRUIST FINANCIAL CORP | +12,166 | +7.8% | 168,492 |
| Cetera Investment Advisers | +10,997 | +2.7% | 414,307 |
| ROYAL BANK OF CANADA | +7,054 | +5.5% | 134,229 |
| Pinnacle Financial Partners, Inc. | +6,098 | +9.6% | 69,777 |
| IFP Advisors, Inc | +5,234 | +99.8% | 10,481 |
| LPL Financial LLC | +4,885 | +10.6% | 50,883 |
| THOROUGHBRED FINANCIAL SERVICES, LL | +3,806 | +4.1% | 97,386 |
Biggest Decreases (17)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LL | -93,465 | -8.6% | 988,431 |
| PFG Advisors | -66,844 | -76.2% | 20,925 |
| GLOBALT Investments LLC / GA | -45,637 | -1.9% | 2,365,635 |
| STIFEL FINANCIAL CORP | -10,713 | -7.9% | 124,670 |
| CAPTRUST FINANCIAL ADVISORS | -8,550 | -36.0% | 15,219 |
| Keeler Thomas Management LLC | -5,714 | -30.7% | 12,895 |
| Integrated Wealth Concepts LLC | -3,178 | -21.7% | 11,482 |
| Reliant Wealth Planning | -2,054 | -6.7% | 28,589 |
| RAYMOND JAMES FINANCIAL INC | -2,021 | -2.2% | 90,891 |
| Noble Wealth Management PBC | -1,200 | -60.0% | 800 |
| Atlantic Private Wealth, LLC | -893 | -22.9% | 3,008 |
| Visionary Wealth Advisors | -406 | -2.1% | 18,896 |
| JPL Wealth Management, LLC | -329 | -1.9% | 17,074 |
| OSAIC HOLDINGS, INC. | -152 | -3.0% | 4,952 |
| AE Wealth Management LLC | -52 | -17.5% | 245 |
| FAGAN ASSOCIATES, INC. | -50 | -0.1% | 97,627 |
| CWM, LLC | -13 | -0.0% | 34,832 |