IBTO — Ishares Ibonds Dec 2033 Term Treasury ETF Institutional Holders · Q3 2026
Who owns Ishares Ibonds Dec 2033 Term Treasury ETF (IBTO)? 4 institutions reported holding $22.93M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($16.2M), Legacy Private Trust Co. ($6.7M), Noble Wealth Management PBC ($18,392).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $16.2M | 705,787 | Trimmed |
| 2 | Legacy Private Trust Co. | $6.7M | 290,298 | New |
| 3 | Noble Wealth Management PBC | $18,392 | 800 | Hold |
| 4 | CoreCap Advisors, LLC | $11,127 | 484 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30