Skip to content
Disclosery

IBDV ISHARES TR

Follow

IBONDS DEC 2030 (fund)

213 managers (214 13F filers) reported a position in IBDV shares at 2024-12-31, 55,046,237 shares in all. 24 filers opened a position and 9 filers sold out during the quarter.

Managers
213
13F filers
214
New
24
Added
128
Reduced
25
Sold out
9
Shares held by filers
55,046,237

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Aptus Capital Advisors, LLC4,341,723$92.7M1.1%+1,738,33413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,870,919$82.7M0.01%+409,31613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,422,727$73.1M0.02%-881,07513F-HRTimelineGroup
Capital Investment Advisors, LLC2,890,502$61.7M1.26%+267,38213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,660,892$56.8M0.02%13F-HR/ATimelineGroup
CAPITAL ADVISORS INC/OK2,478,139$52.9M1.05%+150,92713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,180,192$46.6M<0.01%+301,94213F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,158,079$46.1M0.01%+147,28713F-HRTimelineGroup
HighTower Advisors, LLC1,855,633$39.6M0.05%+429,03213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,770,354$37.8M0.01%+461,76713F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC1,460,180$31.2M1.83%+95,81313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,174,209$25.1M0.03%-79,19913F-HRTimelineGroup
Klingman & Associates, LLC1,169,191$25M1.54%+189,97013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC1,037,175$22.2M0.51%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG994,299$21.2M<0.01%-7,61613F-HRTimelineGroup
Venture Visionary Partners LLC916,712$19.6M0.83%+44,43913F-HR/ATimeline
Advisors Capital Management, LLC738,334$15.8M0.25%+23,35013F-HRTimeline
Sound View Wealth Advisors Group, LLC687,539$14.7M1.18%+41,15413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.674,793$14.4M1.54%+85,69613F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp667,244$14.3M1.35%+21,99813F-HRTimelineGroup
NewEdge Advisors, LLC631,335$13.5M0.08%-78213F-HRTimeline
Buffington Mohr McNeal625,184$13.4M2.21%+17,57713F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC589,958$12.6M6.31%+8,01013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…577,968$12.3M0.03%-8,05813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC548,801$11.7M<0.01%+212,29313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC524,198$11.2M0.02%+66,23013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC411,131$8.78M0.38%+122,61213F-HRTimeline
Commonwealth Financial Services, LLC410,980$8.78M1.72%+7,94613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC377,194$8.06M0.05%+291,13313F-HRTimelineGroup
Probity Advisors, Inc.377,176$8.06M1.55%+85,73013F-HRTimeline
MinichMacGregor Wealth Management, LLC372,600$7.96M1.65%new13F-HRTimeline
Ironwood Financial, llc355,057$7.58M1.59%+11,33013F-HRTimeline
Janney Montgomery Scott LLC353,581$7.55M0.02%+25,71413F-HRTimeline
LPL Financial LLC346,148$7.39M<0.01%+84,10613F-HRTimeline
RWA WEALTH PARTNERS, LLC343,826$7.34M0.09%+93,99213F-HRTimeline
Centric Wealth Management330,539$7.06M1.91%+190,28113F-HRTimeline
Guidance Point Advisors, LLC317,523$6.78M1.91%+6,56913F-HRTimeline
LYELL WEALTH MANAGEMENT, LP302,673$6.47M0.58%+34,10313F-HRTimeline
NESTEGG ADVISORS, INC.290,205$6.23M6.31%13F-HRTimeline
Keeler Thomas Management LLC284,181$6.07M2.16%-11,50013F-HRTimeline
Cambridge Investment Research Advisors,…277,452$5.93M0.02%+27,84813F-HRTimeline
Wilkins Miller Wealth Management, LLC261,491$5.59M5.84%13F-HRTimeline
Parallel Advisors, LLC249,375$5.33M0.12%+47,90913F-HRTimeline
Sandy Spring Bank244,861$5.23M0.21%+5,99613F-HRTimeline
Signature Wealth Management Group240,544$5.14M2.07%+14,37613F-HRTimeline
Peloton Wealth Strategists237,100$5.06M2.04%+43,20013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC226,011$4.83M0.07%+22,89813F-HRTimelineGroup
4Thought Financial Group Inc.212,728$4.54M2.82%+5,79313F-HRTimeline
Krilogy Financial LLC191,482$4.09M0.27%-1,51213F-HRTimeline
MEMBERS WEALTH LLC184,654$3.94M2.94%13F-HRTimeline
Praetorian Wealth Management, Inc.184,036$3.93M0.96%+19,17413F-HRTimeline
HAMEL ASSOCIATES, INC.179,569$3.84M1.23%+90,05913F-HRTimeline
Sabal Trust CO178,610$3.82M0.22%+39,42113F-HRTimeline
Executive Wealth Management, LLC172,392$3.68M0.29%+46,09313F-HRTimeline
CENTRAL TRUST Co171,312$3.66M0.09%+130,08113F-HRTimeline
MCF Advisors LLC156,689$3.35M0.23%+2,09313F-HRTimeline
WRAPMANAGER INC155,866$3.33M0.85%+75013F-HRTimeline
CGN Advisors LLC152,907$3.27M0.32%+16,16413F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC139,419$2.98M0.97%-10,30813F-HRTimeline
OAK FAMILY ADVISORS, LLC137,605$2.94M1.15%-69,98713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding136,466$2.91M+28,813Timeline
MERCER GLOBAL ADVISORS INC /ADV128,063$2.74M0.01%+49,83713F-HRTimeline
CWM, LLCin group CWM, LLC127,450$2.72M0.01%+4,15413F-HRTimelineGroup
Beacon Pointe Advisors, LLC126,248$2.7M0.03%+12,26213F-HRTimeline
Sanctuary Advisors, LLC124,667$2.68M0.02%+10,74113F-HRTimeline
Houlihan Financial Resource Group, Ltd.122,452$2.62M1.12%+33,45213F-HRTimeline
STAR Financial Bank105,877$2.26M1.63%+21,45513F-HRTimeline
KINTRA WEALTH, LLC104,361$2.23M1.55%+3,94813F-HRTimeline
First National Trust Co97,268$2.08M0.08%+56,65013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…94,879$2.03M<0.01%+34,51513F-HRTimelineGroup
IFP Advisors, Inc94,020$2.01M0.07%+2,72613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.93,765$2M<0.01%+24,43113F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC93,299$1.99M<0.01%+21,33713F-HRTimelineGroup
Quantum Financial Advisors, LLC92,800$1.98M0.3%+6,51313F-HRTimeline
Stonebrook Private Inc.92,664$1.98M0.52%+8,23713F-HRTimeline
Wealthstar Advisors, LLC91,067$1.95M0.85%13F-HRTimeline
Atria Investments, Inc90,817$1.94M0.02%+11,52313F-HRTimeline
INSTRUMENTAL WEALTH, LLC89,374$1.93M1.82%+7,63513F-HRTimeline
Cetera Investment Advisers89,956$1.92M<0.01%+31,70013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC86,848$1.86M<0.01%-50,53213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.82,015$1.75M0.07%+5,96413F-HRTimeline
Greater Midwest Financial Group, LLC81,912$1.75M1.11%+9,77613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP80,626$1.72M<0.01%+3,41213F-HRTimelineGroup
Paradigm, Strategies in Wealth Manageme…78,945$1.69M1.11%-8,65413F-HRTimeline
ADIRONDACK TRUST CO78,938$1.69M0.64%+38,18613F-HRTimeline
Cornerstone Planning, LLC77,827$1.66M0.64%13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC77,731$1.66M0.04%-10,50113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC76,811$1.64M<0.01%013F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp76,394$1.63M0.05%+27,29613F-HRTimelineGroup
FLOW TRADERS U.S. LLC75,969$1.62M0.06%-7,16313F-HRTimeline
Segment Wealth Management, LLC75,945$1.62M0.11%+24,41513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…69,172$1.48M<0.01%+24,38913F-HR/ATimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD68,621$1.46M0.02%+3,40313F-HRTimelineGroup
Glenview Trust Co66,500$1.42M0.03%+33,00013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…66,310$1.42M0.01%+2,29913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC64,040$1.37M<0.01%+25,76313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…62,630$1.34M<0.01%new13F-HRTimelineGroup
CABOT WEALTH MANAGEMENT INC62,598$1.34M0.17%+54213F-HRTimeline
Laurel Wealth Advisors LLC59,550$1.27M0.2%+43,95013F-HRTimeline
Archford Capital Strategies, LLC59,093$1.26M0.19%-86213F-HRTimeline
Cherry Tree Wealth Management, LLC58,045$1.24M0.31%+6,14613F-HRTimeline
Invesco Ltd.in group Invesco Ltd.56,406$1.2M<0.01%-230,56913F-HRTimelineGroup
Chesley Taft & Associates LLC53,100$1.13M0.05%+13,60013F-HRTimeline
Meridian Wealth Management, LLC52,791$1.13M0.05%+19,38713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC51,847$1.11M0.02%+10,37713F-HRTimeline
LITTLE HOUSE CAPITAL LLC51,752$1.11M0.32%-4,10613F-HRTimeline
REDW Wealth LLC49,955$1.07M0.37%-26,05113F-HRTimeline
Valmark Advisers, Inc.49,853$1.06M0.02%new13F-HRTimeline
NovaPoint Capital, LLC47,996$1.03M0.31%+2,77513F-HRTimeline
Penobscot Investment Management Company…46,500$993K0.09%+16,15013F-HRTimeline
BEACON FINANCIAL GROUP45,872$980K0.11%+9,57913F-HRTimeline
Centricity Wealth Management, LLC44,710$955K0.89%13F-HRTimeline
Farmers National Bank42,845$915K0.27%13F-HRTimeline
Leo Wealth, LLC42,818$915K0.08%+31,22813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS42,585$910K<0.01%+2,86013F-HRTimeline
Montecito Bank & Trust40,643$868K0.15%+3,77413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.39,959$854K0.01%+4,45013F-HRTimelineGroup
LifePlan Financial, LLC39,714$848K0.75%new13F-HRTimeline
Private Advisor Group, LLC39,007$833K<0.01%+1,18113F-HRTimeline
Mendota Financial Group, LLC36,930$789K0.51%-8,29313F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC36,596$782K0.06%+14,36813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …34,934$746K0.01%+24,02013F-HRTimelineGroup
MONECO ADVISORS, LLC33,305$711K0.08%+80213F-HR/ATimeline
Bank of New Hampshire32,605$696K0.18%+18,87513F-HRTimeline
Granite Harbor Advisors, Inc.31,337$669K0.37%+5,14713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp30,098$643K<0.01%+5,97213F-HRTimelineGroup
Integrated Wealth Concepts LLC28,437$607K0.01%+86813F-HRTimeline
Gradient Capital Advisors, LLC27,647$591K0.19%+2,51713F-HRTimeline
Spectrum Wealth Counsel, LLC26,413$564K0.07%+12513F-HRTimeline
Dorsey & Whitney Trust CO LLC26,000$555K0.03%013F-HRTimeline
Jacobi Capital Management LLC25,855$552K0.04%+9,51613F-HRTimeline
McGlone Suttner Wealth Management, Inc.24,831$530K0.09%+4,45713F-HRTimeline
MML INVESTORS SERVICES, LLC24,458$522K<0.01%+96613F-HRTimeline
Stokes Family Office, LLC23,845$509K0.05%013F-HRTimeline
Safeguard Financial, LLC23,361$499K0.11%-4,76713F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…23,045$492K0.08%new13F-HRTimeline
First Interstate Bank22,578$482K0.03%new13F-HRTimeline
TD Waterhouse Canada Inc.22,495$480K<0.01%new13F-HRTimeline
Roble, Belko & Company, Inc21,728$464K0.07%+2,81613F-HRTimeline
BCS Wealth Management21,589$461K0.11%013F-HRTimeline
COMERICA BANK21,427$458K<0.01%+2,07313F-HR/ATimeline
Creative Planningin group Creative Planning20,983$448K<0.01%new13F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC20,979$448K0.03%+3,69713F-HRTimeline
Crews Bank & Trust20,620$440K0.07%13F-HRTimeline
LFA - Lugano Financial Advisors SA20,533$439K0.29%-12,96713F-HRTimeline
Newman Dignan & Sheerar, Inc.20,532$439K0.11%+1,21413F-HRTimeline
Mutual Advisors, LLC18,920$404K0.01%+3,92313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP17,758$379K<0.01%+8,58513F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT16,750$358K0.01%+2,75013F-HRTimeline
Snowden Capital Advisors LLC16,366$350K0.01%+41613F-HRTimeline
PFG Private Wealth Management, LLC15,749$336K0.19%013F-HRTimeline
Foundation Wealth Management, LLC15,317$327K0.25%+5,55913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…15,309$327K0.01%13F-HRTimelineGroup
SPINNAKER TRUST15,186$324K0.02%+4,71313F-HRTimeline
4J Wealth Management LLC15,068$322K0.26%+45013F-HRTimeline
Johnson Bixby & Associates, LLC13,766$294K0.04%+21213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,619$291K<0.01%+61513F-HRTimelineGroup
DecisionMap Wealth Management, LLC12,595$269K0.21%13F-HRTimeline
Straight Path Wealth Management12,549$268K0.11%013F-HRTimeline
Provenance Wealth Advisors, LLC12,506$267K0.03%+2,32613F-HRTimeline
Kesler, Norman & Wride, LLC12,088$258K0.06%-6,71713F-HRTimeline
Hurley Capital, LLC12,048$257K0.21%13F-HRTimeline
SCOTIA CAPITAL INC.11,300$241K<0.01%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,108$237K<0.01%new13F-HRTimeline
Yoder Wealth Management, Inc.10,900$233K0.13%013F-HRTimeline
Reliant Wealth Planning10,779$230K0.11%new13F-HRTimeline
Redwood Financial Network Corp10,706$229K0.17%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC10,562$226K0.04%013F-HRTimeline
Summit Wealth Partners, LLC9,803$209K0.04%-1,41913F-HRTimeline
Kades & Cheifetz LLC9,631$206K0.11%new13F-HRTimeline
Syntegra Private Wealth Group, LLC9,423$201K0.02%-14,58913F-HRTimeline
Bullock Wealth Management Group9,172$196K0.11%+5,62213F-HRTimeline
Bradley & Co. Private Wealth Management…8,785$188K0.12%13F-HRTimeline
Bogart Wealth, LLC6,960$149K0.01%+35113F-HRTimeline
Addison Advisors LLC6,925$148K0.04%-48013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.6,850$146K0.08%+1,00013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,044$129K<0.01%+1,22913F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC5,829$125K0.07%new13F-HRTimeline
Trust Co4,618$98.6K0.01%013F-HRTimeline
CVA Family Office, LLC4,565$97.5K0.02%013F-HRTimeline
10Elms LLP4,551$97.2K0.1%13F-HRTimeline
Farther Finance Advisors, LLC4,367$93.3K<0.01%+6613F-HRTimeline
Allworth Financial LP4,330$92.5K<0.01%+3,35213F-HRTimeline
Wells Financial Advisors INC4,200$89.7K0.12%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,104$87.7K<0.01%+1,60113F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC4,049$86.5K0.01%013F-HRTimeline
Creekmur Asset Management LLC3,294$70.4K0.02%013F-HRTimeline
CoreCap Advisors, LLC2,971$63.5K<0.01%new13F-HRTimeline
Element Wealth, LLC2,335$49.9K0.03%013F-HRTimeline
FIRST UNITED BANK & TRUST2,209$47.2K0.02%new13F-HRTimeline
Van Hulzen Asset Management, LLC2,075$44.3K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,000$42.7K<0.01%013F-HRTimeline
2UniFi Bank1,962$41.9K0.03%13F-HRTimeline
Steward Partners Investment Advisory, L…1,479$31.6K<0.01%-1,54313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,429$30.5K<0.01%+3313F-HRTimelineGroup
Global Retirement Partners, LLC1,383$29.5K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,326$28.3K<0.01%+3513F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,287$27.5K<0.01%new13F-HRTimelineGroup
Hemington Wealth Management1,276$27K0.01%+35013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,250$27K<0.01%013F-HRTimelineGroup