Funds holding iShares iBonds Dec 2033 Term C
ISIN US46436E1304 · United States · LEI 529900IOKW3T7OG40Z22
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 82.1K $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Fundamentals First ETF Mason Capital Fund Trust | 3,176 | 82.1K $ | 1.30 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Fundamentals First ETF Mason Capital Fund Trust | 1.30 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 3,176 | +30.7 % |
| 2026Q1 | 1 | 0 | 2,430 | +25.0 % |
| 2025Q4 | 1 | 0 | 1,944 | 0.0 % |
| 2025Q3 | 1 | 0 | 1,944 | 0.0 % |
| 2025Q2 | 1 | 0 | 1,944 | 0.0 % |
| 2025Q1 | 1 | -1 | 1,944 | -99.9 % |
| 2024Q4 | 2 | 0 | 2,563,277 | +120.9 % |
| 2024Q3 | 2 | 0 | 1,160,491 | +188.1 % |
| 2024Q2 | 2 | +1 | 402,797 | +28.1 % |
| 2023Q4 | 1 | 314,331 |
Institutional managers
161 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Capital Investment Advisors, LLC | 3,106,784 | 80.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,261,500 | 58.5M $ | as of Mar 31, 2026 |
| Summit Financial, LLC | 2,038,645 | 52.7M $ | as of Mar 31, 2026 |
| First Interstate Bank | 1,940,344 | 50.2M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,933,176 | 50M $ | as of Mar 31, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | 1,385,129 | 35.8M $ | as of Mar 31, 2026 |
| SUMMITRY LLC | 1,025,195 | 26.5M $ | as of Mar 31, 2026 |
| MV CAPITAL MANAGEMENT, INC. | 937,221 | 24.2M $ | as of Mar 31, 2026 |
| Envision Financial Planning, LLC | 838,607 | 21.7M $ | as of Mar 31, 2026 |
| US BANCORP \DE\ | 804,020 | 20.8M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 668,866 | 17.3M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 645,507 | 16.7M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 623,050 | 16.1M $ | as of Mar 31, 2026 |
| Arrow Financial Corp | 589,794 | 15.2M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 556,383 | 14.4M $ | as of Mar 31, 2026 |
| UBS Group AG | 534,158 | 13.8M $ | as of Mar 31, 2026 |
| Rockefeller Capital Management L.P. | 508,731 | 13.2M $ | as of Mar 31, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | 490,228 | 12.7M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 423,185 | 10.9M $ | as of Mar 31, 2026 |
| INSTRUMENTAL WEALTH, LLC | 416,784 | 10.8M $ | as of Mar 31, 2026 |
| Janney Montgomery Scott LLC | 388,257 | 10K $ | as of Mar 31, 2026 |
| LPL Financial LLC | 362,791 | 9.4M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 333,588 | 8.6M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 332,981 | 8.6M $ | as of Mar 31, 2026 |
| Mariner, LLC | 296,460 | 7.7M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding iShares iBonds Dec 2033 Term C". https://titelia.com/en/stocks/ishares-ibonds-dec-2033-term-c-US46436E1304