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IBDV ISHARES TR

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IBONDS DEC 2030 (fund)

221 managers (221 13F filers) reported a position in IBDV shares at 2025-03-31, 62,109,454 shares in all. 25 filers opened a position and 16 filers sold out during the quarter.

Managers
221
13F filers
221
New
25
Added
136
Reduced
31
Sold out
16
Shares held by filers
62,109,454

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BARTLETT & CO. WEALTH MANAGEMENT LLC2,000$43.4K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank1,390$30.2K0.01%new13F-HRTimelineGroup
AlphaCore Capital LLC1,355$29.4K<0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,328$28.9K<0.01%+213F-HRTimelineGroup
Hemington Wealth Management1,276$27K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,250$27K<0.01%013F-HRTimelineGroup
Sarver Vrooman Wealth Advisors1,224$26.6K0.02%13F-HRTimeline
PRIVATE TRUST CO NA1,170$25.4K<0.01%+213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,024$21.9K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,000$21.7K<0.01%013F-HRTimeline
Byrne Asset Management LLC970$21.1K0.02%new13F-HRTimeline
AdvisorNet Financial, Inc897$19.5K<0.01%+713F-HRTimeline
Blue Trust, Inc.828$18K<0.01%+613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…820$17.8K<0.01%+613F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…812$17.6K<0.01%-47513F-HRTimelineGroup
Rossby Financial, LCC810$17.6K0.01%new13F-HRTimeline
Princeton Global Asset Management LLC805$17.5K<0.01%+54313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/400$8.69K<0.01%new13F-HRTimelineGroup
First PREMIER Bank351$8K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.58$1.26K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.