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Disclosery

IBDV ISHARES TR

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IBONDS DEC 2030 (fund)

347 managers (349 13F filers) reported a position in IBDV shares at 2026-06-30, 112,903,056 shares in all. 28 filers opened a position and 12 filers sold out during the quarter.

Managers
347
13F filers
349
New
28
Added
208
Reduced
62
Sold out
12
Shares held by filers
112,903,056

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,615,369$210M0.01%+546,77413F-HRTimelineGroup
Aptus Capital Advisors, LLC6,150,150$134M0.98%+108,44713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,081,902$133M0.16%+707,67013F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY4,474,434$97.5M0.01%-263,79013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,375,104$95.4M0.03%+70,54513F-HRTimelineGroup
Capital Investment Advisors, LLC4,264,875$93M1.23%+191,89213F-HRTimeline
CAPITAL ADVISORS INC/OK3,253,303$70.9M1.04%+38,07213F-HRTimeline
UBS Group AGin group UBS Group AG3,026,804$66M0.01%+909,71613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,017,703$65.8M0.01%+88,57813F-HRTimelineGroup
HM PAYSON & CO2,726,515$59.4M0.79%+272,10413F-HRTimeline
HighTower Advisors, LLC2,510,850$54.7M0.05%+153,49213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,504,175$54.6M0.01%-7,54913F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC1,880,024$41M2.54%+133,68013F-HRTimeline
Klingman & Associates, LLC1,715,577$37.4M1.59%+65,21413F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,661,062$36.2M1.76%+17,27913F-HRTimeline
Gratus Wealth Advisors, LLC1,641,321$35.8M4.55%+41,51113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,600,025$34.9M0.12%-380,25913F-HRTimelineGroup
Summit Financial, LLC1,540,468$33.6M0.37%-69,16513F-HRTimeline
LPL Financial LLC1,494,454$32.6M0.01%+456,43313F-HRTimeline
Kathmere Capital Management, LLC1,348,430$29.4M1.56%-152,51213F-HRTimeline
RVW Wealth, LLC1,309,276$28.5M1.88%+103,16613F-HRTimeline
Venture Visionary Partners LLC1,273,692$27.8M0.77%+105,60113F-HRTimeline
NewEdge Advisors, LLC1,219,208$26.6M0.08%+70,43813F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC1,207,452$26.3M1.44%+143,10713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,197,971$26.1M0.03%+31,59113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,090,232$23.8M0.02%+29,94513F-HRTimelineGroup
Advisors Capital Management, LLC1,038,921$22.6M0.24%+59,53713F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,021,727$22.3M0.8%+140,07813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.930,457$20.3M1.8%+10,37913F-HR/ATimeline
EP Wealth Advisors, LLC847,911$18.5M0.07%+134,15113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding822,958$17.9M+147,133Timeline
BlackRock, Inc.in group BlackRock, Inc.779,369$17M<0.01%+126,57213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC762,897$16.6M0.02%+46,40913F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp702,825$15.3M1.37%+17,84713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC682,341$14.9M<0.01%+36,18813F-HRTimelineGroup
First National Trust Co653,441$14.2M0.48%+64,20413F-HRTimeline
Janney Montgomery Scott LLC650,928$14.2M0.03%+109,14113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…644,355$14M0.02%+21,75113F-HRTimelineGroup
Ironwood Financial, llc644,551$13.9M2.18%+88,90013F-HRTimeline
Mariner, LLCin group Mariner, LLC592,613$12.9M0.01%-63,60313F-HRTimelineGroup
PFG Private Wealth Management, LLC569,999$12.4M5.38%-51,04313F-HRTimeline
Probity Advisors, Inc.569,582$12.4M1.78%+50,58013F-HRTimeline
CENTRAL TRUST Co538,604$11.7M0.21%+37,05113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS534,289$11.6M0.02%+48,16113F-HRTimeline
Glenview Trust Co506,320$11M0.15%+25,50813F-HR/ATimeline
LYELL WEALTH MANAGEMENT, LP492,598$10.7M0.66%+24,60013F-HRTimeline
REBALANCE, LLC483,987$10.6M0.55%+5,96613F-HRTimeline
MinichMacGregor Wealth Management, LLC474,157$10.3M1.57%+18,40113F-HRTimeline
Parkway Wealth Management Group, LLC466,293$10.2M1.17%+3,34913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC464,538$10.1M<0.01%+77,77213F-HRTimelineGroup
Snowden Capital Advisors LLC453,691$9.89M0.23%+13,87613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC445,634$9.71M0.09%-14,93513F-HRTimelineGroup
Sanctuary Advisors, LLC445,048$9.7M0.05%+68,42913F-HRTimeline
Cornerstone Planning, LLC439,383$9.58M2.22%+9,24513F-HRTimeline
RWA WEALTH PARTNERS, LLC434,649$9.48M0.09%+1,34413F-HRTimeline
Guidance Point Advisors, LLC431,677$9.41M1.99%+18,55813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp425,145$9.27M0.15%+24,81713F-HRTimelineGroup
Centric Wealth Management418,846$9.12M1.42%013F-HRTimeline
Cambridge Investment Research Advisors,…413,662$9.02M0.02%+19,68313F-HR/ATimeline
Parallel Advisors, LLC406,873$8.87M0.14%+33,27813F-HRTimeline
Peloton Wealth Strategists394,050$8.59M3.18%+19,40013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…390,373$8.51M<0.01%+36,49213F-HRTimelineGroup
EIGHT 31 FINANCIAL, LLC369,661$8.06M4.79%+8,43613F-HRTimeline
Windsor Capital Management, LLC356,462$7.77M2.02%+114,04913F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC348,528$7.6M3.2%+30,89013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC345,712$7.54M0.41%+63,95613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…343,567$7.49M0.06%new13F-HRTimelineGroup
Allworth Financial LP338,443$7.38M0.03%+51,26413F-HRTimeline
Cetera Investment Advisers331,851$7.23M0.01%+115,92913F-HRTimeline
Praetorian Wealth Management, Inc.304,213$6.63M1.14%+6,68113F-HRTimeline
4Thought Financial Group Inc.289,935$6.32M2.97%+51,00013F-HRTimeline
Atria Investments, Inc288,553$6.29M0.06%+38,77913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…281,940$6.14M0.03%+82,42613F-HRTimelineGroup
SHUFRO ROSE & CO LLC274,603$5.99M0.34%+158,89713F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV264,107$5.76M1.31%+8,75813F-HRTimeline
InvesTrust262,812$5.73M2.21%+33,66613F-HRTimeline
Wilkins Miller Wealth Management, LLC256,301$5.59M3.07%-58713F-HRTimeline
Strid Group, LLC256,065$5.58M0.62%+164,37313F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.249,690$5.44M2.71%+50,30013F-HRTimeline
Krilogy Financial LLC246,320$5.37M0.16%-1,84413F-HRTimeline
IFP Advisors, Inc242,424$5.28M0.1%-5,18113F-HRTimeline
HANCOCK WHITNEY CORP240,440$5.24M0.09%+2,18613F-HRTimeline
MEMBERS WEALTH LLC230,622$5.03M2.76%+24,36413F-HRTimeline
SPINNAKER TRUST226,090$4.93M0.24%+92,48313F-HRTimeline
J.W. COLE ADVISORS, INC.218,881$4.77M0.08%+73,69513F-HRTimeline
OneDigital Investment Advisors LLC218,486$4.76M0.04%-30,85313F-HRTimeline
Quantum Financial Advisors, LLC217,650$4.74M0.47%+5,21813F-HRTimeline
Winthrop Partners - WNY, LLC217,320$4.74M2.34%+11,36913F-HRTimeline
Houlihan Financial Resource Group, Ltd.216,089$4.71M1.68%+11,53913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.213,579$4.66M0.05%+43,06713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…202,809$4.39M0.01%+52,28513F-HRTimeline
Chicago Partners Investment Group LLC201,353$4.34M0.09%+2,13713F-HRTimeline
Beacon Pointe Advisors, LLC196,779$4.29M0.02%+11,99313F-HRTimeline
Rossmore Private Capital194,579$4.24M0.34%+5,40513F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC194,222$4.23M0.7%+31,92313F-HRTimeline
Beaumont Asset Management, L.L.C.191,235$4.17M1.62%+79,63213F-HRTimeline
FourThought Financial Partners, LLC185,482$4.04M0.31%+31,29813F-HRTimeline
HAMEL ASSOCIATES, INC.185,294$4.04M1.11%-2,09413F-HRTimeline
Gotham Asset Management, LLC180,543$3.94M0.01%013F-HRTimeline
ROMANO BROTHERS AND COMPANY180,142$3.93M0.39%+6,48413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.179,334$3.91M<0.01%+6,38413F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC177,115$3.86M0.23%+11,49313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP176,186$3.84M<0.01%+21,18213F-HRTimelineGroup
Penobscot Investment Management Company…176,047$3.84M0.26%+18,40013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC175,422$3.82M<0.01%+121,49813F-HRTimelineGroup
MCF Advisors LLC175,014$3.82M0.14%+3,97413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC173,151$3.77M0.05%+60,78813F-HRTimeline
ADIRONDACK TRUST CO173,088$3.77M1.12%+9,23413F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.165,185$3.6M0.21%+36,08313F-HRTimeline
Valmark Advisers, Inc.156,449$3.41M0.04%+34,08813F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co154,851$3.38M0.14%+128,95113F-HRTimelineGroup
Stonebrook Private Inc.153,239$3.34M0.61%+3,11113F-HRTimeline
Commonwealth Financial Services, LLC144,242$3.14M0.42%-326,68813F-HRTimeline
10Elms LLP143,793$3.13M1.33%+55,36813F-HRTimeline
Laurel Wealth Advisors LLC136,250$2.97M0.29%+17,55013F-HRTimeline
KINTRA WEALTH, LLC136,150$2.95M0.15%+14,93413F-HRTimeline
Arcataur Capital Management LLC135,168$2.95M0.73%+1,57013F-HRTimeline
LifePlan Financial, LLC132,284$2.88M2.02%+2,66913F-HRTimeline
Merit Financial Group, LLC129,486$2.82M0.02%+36,26113F-HR/ATimeline
Twin Cities Retirement Group LLC126,316$2.75M2.36%+1,29613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp121,000$2.64M0.06%+12,00713F-HRTimelineGroup
Sowell Financial Services LLC119,616$2.61M0.09%+4,54613F-HRTimeline
CABOT WEALTH MANAGEMENT INC119,446$2.6M0.27%+32,04713F-HRTimeline
AssuredPartners Investment Advisors, LLC117,420$2.56M0.25%+15,04213F-HRTimeline
Roble, Belko & Company, Inc113,743$2.48M0.27%+11,36313F-HRTimeline
Modern Wealth Management, LLC112,734$2.46M0.03%new13F-HRTimeline
Segment Wealth Management, LLC112,335$2.45M0.13%+10,58013F-HRTimeline
INSTRUMENTAL WEALTH, LLC108,765$2.37M1.2%+56513F-HRTimeline
Keeler Thomas Management LLC105,883$2.31M0.82%-7,68013F-HRTimeline
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co105,000$2.29M0.08%new13F-HRTimelineGroup
Meridian Wealth Management, LLC102,957$2.24M0.07%+7,90613F-HRTimeline
Godshalk Welsh Capital Management, Inc.101,850$2.22M1.2%+6,75013F-HRTimeline
Composition Wealth, LLC101,043$2.2M0.03%+9,66413F-HRTimeline
LFA - Lugano Financial Advisors SA96,993$2.11M1.27%+2,50013F-HRTimeline
Wealthstar Advisors, LLC95,023$2.07M1.03%+10,81713F-HRTimeline
Cornell Pochily Investment Advisors, In…88,278$1.92M0.52%-68,88813F-HRTimeline
Resonant Capital Advisors, LLC87,893$1.92M0.09%-93213F-HRTimeline
SONATA CAPITAL GROUP INC86,577$1.89M0.61%+18,13313F-HRTimeline
Breachway Investments LLC86,205$1.88M2.83%+6,57013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD81,888$1.78M0.01%+18,88813F-HRTimelineGroup
HARBOR ADVISORY CORP /MA/81,509$1.78M0.48%+18,46013F-HRTimeline
WRAPMANAGER INC81,177$1.77M0.55%-8,34313F-HRTimeline
BEACON FINANCIAL GROUP75,967$1.66M0.15%-4,22913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC75,517$1.65M0.02%-2,29613F-HRTimeline
Integrated Wealth Concepts LLC75,438$1.64M0.01%+35,28113F-HRTimeline
Crews Bank & Trust75,205$1.64M0.21%-5,31013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC74,273$1.62M0.11%+21,14913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC69,577$1.52M<0.01%-32,83313F-HRTimelineGroup
Chesley Taft & Associates LLC69,000$1.5M0.06%+1,00013F-HRTimeline
Bullock Wealth Management Group69,266$1.5M0.65%13F-HRTimeline
Sightline Wealth Advisors, LLC68,376$1.49M0.55%+38,91613F-HRTimeline
OFS Enterprise LLC65,985$1.44M0.37%013F-HRTimeline
NovaPoint Capital, LLC63,431$1.38M0.29%+3,27413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…62,044$1.35M<0.01%+6,84913F-HRTimelineGroup
Paradigm, Strategies in Wealth Manageme…61,323$1.34M0.81%-1,23913F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC60,425$1.32M0.23%-54613F-HRTimeline
Montecito Bank & Trust57,644$1.26M0.19%+4,63513F-HRTimeline
Jacobi Capital Management LLC57,447$1.25M0.06%+12,08313F-HRTimeline
OLD MISSION CAPITAL LLC54,513$1.19M0.03%-3,97713F-HRTimeline
Great Diamond Partners, LLC54,421$1.19M0.2%+24,42613F-HRTimeline
SAX WEALTH ADVISORS, LLC54,134$1.19M0.05%+1,17413F-HRTimeline
Bank of New Hampshire53,430$1.16M0.24%+10013F-HRTimeline
McGlone Suttner Wealth Management, Inc.53,342$1.16M0.14%+7,98113F-HRTimeline
SUMMITRY LLC53,125$1.16M0.04%+29,67513F-HRTimeline
Jefferson Bridge Capital, LLC52,077$1.14M0.98%+5,23813F-HRTimeline
COWA, LLC51,540$1.12M0.28%-1,52213F-HRTimeline
First Fiduciary Investment Counsel, Inc.51,463$1.12M0.21%+51013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …51,167$1.12M0.01%+6413F-HRTimelineGroup
Archford Capital Strategies, LLC50,947$1.11M0.11%-2,91313F-HRTimeline
Farmers National Bank49,768$1.08M0.23%-9113F-HRTimeline
Farther Finance Advisors, LLC49,758$1.08M0.01%+6,24613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.49,509$1.08M0.04%+10,57413F-HRTimeline
Madden Advisory Services, Inc.47,438$1.03M0.37%+1,70313F-HRTimeline
Gilbert & Cook, Inc.44,817$977K0.11%013F-HRTimeline
Belpointe Asset Management LLC43,293$944K0.03%+1,18913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP43,291$944K0.01%+1,01713F-HRTimelineGroup
LITTLE HOUSE CAPITAL LLC42,798$933K0.21%+1,08313F-HRTimeline
Foundry Financial Group, Inc.42,540$927K0.4%+2,38513F-HRTimeline
MONECO ADVISORS, LLC42,462$926K0.06%-4,06213F-HRTimeline
Gryphon Financial Partners LLC42,108$918K0.08%-1,23813F-HRTimeline
REDW Wealth LLC42,045$917K0.33%-3,31313F-HRTimeline
Conrad Siegel Investment Advisors, Inc.40,689$887K0.14%+7,27213F-HRTimeline
Foundation Wealth Management, LLC40,341$879K0.52%+5,63513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.40,210$877K0.01%+1,52613F-HRTimelineGroup
Granite Harbor Advisors, Inc.39,742$866K0.34%+43113F-HRTimeline
Creative Planningin group Creative Planning39,530$862K<0.01%+3,25813F-HRTimelineGroup
NESTEGG ADVISORS, INC.38,099$831K0.59%-30,32813F-HRTimeline
Reliant Wealth Planning37,677$821K0.23%013F-HRTimeline
DUNCKER STREETT & CO INC37,632$820K0.14%+42313F-HRTimeline
Clearstead Advisors, LLC36,319$792K0.01%+17,41613F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC36,089$787K0.32%-13813F-HRTimeline
First Interstate Bank36,029$785K0.04%013F-HRTimeline
Heartland Bank & Trust Co35,636$777K0.16%+17,96913F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…34,859$760K0.1%+2,38713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp34,028$742K<0.01%+2,58713F-HRTimelineGroup
TFR Capital, LLC.33,610$733K0.21%+8,03613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth33,135$722K<0.01%+1,74313F-HRTimelineGroup
Newman Dignan & Sheerar, Inc.32,879$717K0.14%+2,03113F-HRTimeline
DecisionMap Wealth Management, LLC32,138$701K0.39%-30913F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd31,997$698K0.01%new13F-HRTimelineGroup