ISHARES TR

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IBTO·46436E148·US·etf·Unknown - Unknown

IBONDS DEC 2033

IBTO (ISHARES TR) is held by 35 institutional investors as of Q1 2026. Largest holders: MORGAN STANLEY ($24.1M), ENVESTNET ASSET MANAGEMENT INC ($14.7M), Cetera Investment Advisers ($9.8M). Net institutional sentiment: Bullish.

35

Holders

Avg rating(10 Elite)

$108.6M

Total Value

74% (40)

Fund Consensus

28 buying - 10 selling

Smart Money Verdict

View all

52Mixed MomentumSingle Source

Institutional (13F)52

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how IBTO's score breaks down across 4 SEC sources

Holder Quality

10

★★★★★

Elite

11

★★★★

Strong

13

★★★

Solid

5

★★

Below

1

★

Weak

Held by 35 funds

10 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (35)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	988,796(+7.1%)	$24.1M	0.0%	+1.39%	31
ENVESTNET ASSET MANAGEMENT INC	Increased	603,291(+45.8%)	$14.7M	0.0%	+1.72%	38
Cetera Investment Advisers	Increased	403,310(+1.9%)	$9.8M	0.0%	+1.63%	28
AMERIPRISE FINANCIAL INC	Increased	339,188(+153.4%)	$8.3M	0.0%	-2.64%	44
WELLS FARGO & COMPANY/MN	Increased	323,430(+5.2%)	$7.9M	0.0%	+5.20%	29
HighTower Advisors, LLC	Increased	267,449(+7.3%)	$6.5M	0.0%	+1.91%	29
UBS Group AG	Increased	178,424(+4.6%)	$4.4M	0.0%	+5.91%	28
TRUIST FINANCIAL CORP	Increased	156,326(+16.4%)	$3.8M	0.0%	+3.84%	31
BANK OF AMERICA CORP /DE/	Increased	136,245(+66.7%)	$3.3M	0.0%	-1.54%	39
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	136,120(+9.4%)	$3.3M	0.0%	-1.67%	29
STIFEL FINANCIAL CORP	Increased	135,383(+25.6%)	$3.3M	0.0%	+2.03%	33
ROYAL BANK OF CANADA	Increased	127,175(+0.0%)	$3.1M	0.0%	+1.29%	26
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	100,103(+25.0%)	$2.4M	0.0%	-0.82%	32
SEI INVESTMENTS CO	New	97,575	$2.4M	0.0%	-3.31%	36
RAYMOND JAMES FINANCIAL INC	Increased	92,912(+1.8%)	$2.3M	0.0%	+2.65%	26
Pinnacle Financial Partners, Inc.	Increased	63,679(+0.1%)	$1.6M	0.0%	-2.53%	26
Lido Advisors, LLC	Unchanged	50,214	$1.2M	0.0%	-2.53%	0
LPL Financial LLC	Increased	45,998(+4.0%)	$1.1M	0.0%	+1.75%	26
BENJAMIN EDWARDS INC	Increased	29,311(+1.2%)	$714,852	0.0%	+0.75%	25
COMMONWEALTH EQUITY SERVICES, LLC	Increased	26,971(+5.0%)	$657,820	0.0%	+4.55%	26

Showing 1-20 of 40

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer