13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
IBTO

iShares iBonds Dec 2033 Term T

86 institutions still hold iShares iBonds Dec 2033 Term T as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436e148·86 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.1%
vs prior quarter
13F value held
$282M
74.0% inst. owned
of float
Holders
86
-105 QoQ
filers reporting
Activity
+16 / −56
+932 added · −677 reduced
this quarter
Concentration
20.82%
GLOBALT Investments LLC / GA #1
top holder share
AI Holders Summary · Q1 2026

86 institutions reported IBTO in Q1 2026. GLOBALT Investments LLC / GA leads at 20.8% of the visible book. -105 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
GLOBALT Investments LLC / GA
CIK 0002011891
$59M2.4M2.10%Q1 202602
Atlantic Union Bankshares Corp
CIK 0000883948
$36M1.5M0.68%Q1 202603
Krilogy Financial LLC
CIK 0001659047
$27M1.1M0.88%Q1 202604
CONFLUENCE INVESTMENT MANAGEMENT LLC
CIK 0001442056
$26M1.1M0.41%Q1 202605
MORGAN STANLEY
CIK 0000895421
$24M989K0.00%Q1 202606
CHATHAM CAPITAL GROUP, INC.
CIK 0001108969
$16M669K2.37%Q1 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$15M603K0.00%Q1 202608
PFG Private Wealth Management, LLC
CIK 0001799957
$13M493K5.40%Q1 202609
Cetera Investment Advisers
CIK 0001666741
$10M403K0.01%Q1 202610
AMERIPRISE FINANCIAL INC
CIK 0000820027
$8M339K0.00%Q1 202611
WELLS FARGO & COMPANY/MN
CIK 0000072971
$8M323K0.00%Q1 202612
Headland Capital, LLC
CIK 0002056637
$8M313K2.15%Q1 202613
HighTower Advisors, LLC
CIK 0001462245
$7M267K0.01%Q1 202614
Probity Advisors, Inc.
CIK 0001676603
$5M197K0.76%Q1 202615
UBS Group AG
CIK 0001610520
$4M178K0.00%Q1 202616
TRUIST FINANCIAL CORP
CIK 0000092230
$4M156K0.01%Q1 202617
Accretive Wealth Partners, LLC
CIK 0001844444
$3M139K0.95%Q1 202618
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3M136K0.00%Q1 202619
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$3M136K0.00%Q1 202620
STIFEL FINANCIAL CORP
CIK 0000720672
$3M135K0.00%Q1 2026
Page 1 of 5
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