ISHARES TR IBONDS DEC 2033 is a security (CUSIP 46436E130) tracked across SEC portfolio filings. 173 institutional managers reported $783.9M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $82K via N-PORT as of 2026-03-31.
Showing 15 of 173 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Capital Investment Advisors, LLC | ATLANTA, GA | $85.0M | 3,299,900 |
| MORGAN STANLEY | NEW YORK, NY | $58.5M | 2,261,500 |
| Summit Financial, LLC | PARSIPPANY, NJ | $52.7M | 2,038,645 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $50.0M | 1,933,176 |
| CAPITAL ADVISORS INC/OK | TULSA, OK | $48.9M | 1,901,100 |
| SIGMA INVESTMENT COUNSELORS INC | NORTHVILLE, MI | $38.1M | 1,478,526 |
| SUMMITRY LLC | Foster City, CA | $26.8M | 1,042,372 |
| MV CAPITAL MANAGEMENT, INC. | BETHESDA, MD | $24.3M | 944,849 |
| Envision Financial Planning, LLC | MEMPHIS, TN | $21.7M | 838,607 |
| US BANCORP \DE\ | MINNEAPOLIS, MN | $20.8M | 804,020 |
| HighTower Advisors, LLC | CHICAGO, IL | $19.0M | 738,622 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $16.7M | 645,507 |
| Arrow Financial Corp | Glens Falls, NY | $15.7M | 610,058 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $14.4M | 556,383 |
| UBS Group AG | Zurich, V8 | $13.8M | 534,158 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| Fundamentals First ETF | Mason Capital Fund Trust | $82K | 130.27% |