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Disclosery

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
Aptus Capital Advisors, LLC4,883,958$106M1.2%+542,23513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,541,535$98.6M0.01%+670,61613F-HRTimelineGroup
Capital Investment Advisors, LLC3,149,939$68.4M1.34%+259,43713F-HRTimeline
CAPITAL ADVISORS INC/OK2,675,727$58.1M1.16%+197,58813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,622,012$57M0.02%-38,88013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,401,511$52.2M0.01%+243,43213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,377,983$51.6M<0.01%+197,79113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,993,904$43.3M0.01%-1,428,82313F-HRTimelineGroup
HighTower Advisors, LLC1,925,231$41.8M0.06%+69,59813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,865,922$40.5M0.04%+1,785,29613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,861,587$40.4M0.01%+91,23313F-HR/ATimelineGroup
SIGMA INVESTMENT COUNSELORS INC1,524,830$33.1M2.03%+64,65013F-HRTimeline
Klingman & Associates, LLC1,312,798$28.5M1.75%+143,60713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,288,957$28M0.39%+1,062,94613F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,207,836$26.2M0.01%+213,53713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,159,235$25.2M0.03%-14,97413F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC1,031,068$22.4M0.49%-6,10713F-HRTimelineGroup
Venture Visionary Partners LLC968,055$21M0.88%+51,34313F-HRTimeline
Advisors Capital Management, LLC785,864$17.1M0.26%+47,53013F-HRTimeline
Sound View Wealth Advisors Group, LLC757,598$16.5M1.35%+70,05913F-HRTimeline
NewEdge Advisors, LLC747,346$16.2M0.1%+116,01113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.733,627$15.9M1.71%+58,83413F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp664,224$14.4M1.61%-3,02013F-HRTimelineGroup
Buffington Mohr McNeal634,284$13.8M2.72%+9,10013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC618,457$13.4M0.02%+94,25913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…604,783$13.1M0.03%+26,81513F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC593,870$12.9M5.99%+3,91213F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC562,248$12.2M0.54%+151,11713F-HRTimeline
PFG Private Wealth Management, LLC479,854$10.4M5.64%+464,10513F-HRTimeline
LPL Financial LLC428,769$9.31M<0.01%+82,62113F-HRTimeline
RWA WEALTH PARTNERS, LLC418,404$9.09M0.11%+74,57813F-HRTimeline
Commonwealth Financial Services, LLC413,334$8.98M1.84%+2,35413F-HRTimeline
Probity Advisors, Inc.403,083$8.75M1.68%+25,90713F-HRTimeline
MinichMacGregor Wealth Management, LLC395,513$8.59M1.92%+22,91313F-HRTimeline
Ironwood Financial, llc377,965$8.21M1.76%+22,90813F-HRTimeline
NESTEGG ADVISORS, INC.374,024$8.12M8.63%+83,81913F-HRTimeline
Janney Montgomery Scott LLC366,024$7.95M0.02%+12,44313F-HRTimeline
Snowden Capital Advisors LLC354,014$7.69M0.25%+337,64813F-HRTimeline
Centric Wealth Management347,119$7.54M1.98%+16,58013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC345,750$7.51M<0.01%-203,05113F-HRTimelineGroup
Cambridge Investment Research Advisors,…326,034$7.08M0.02%+48,58213F-HRTimeline
LYELL WEALTH MANAGEMENT, LP322,208$7M0.65%+19,53513F-HRTimeline
Guidance Point Advisors, LLC319,171$6.93M1.97%+1,64813F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC282,297$6.13M0.09%new13F-HRTimeline
Peloton Wealth Strategists273,500$5.94M2.48%+36,40013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC273,480$5.94M0.04%-103,71413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC259,989$5.65M0.01%+195,94913F-HR/ATimelineGroup
Wilkins Miller Wealth Management, LLC256,721$5.58M4.19%-4,77013F-HRTimeline
Sandy Spring Bank255,389$5.55M0.23%+10,52813F-HRTimeline
Signature Wealth Management Group247,643$5.38M2.1%+7,09913F-HRTimeline
Parallel Advisors, LLC241,456$5.24M0.12%-7,91913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO240,027$5.21M<0.01%+238,59813F-HRTimelineGroup
4Thought Financial Group Inc.237,754$5.16M3.19%+25,02613F-HRTimeline
CENTRAL TRUST Co236,002$5.13M0.13%+64,69013F-HRTimeline
Praetorian Wealth Management, Inc.233,507$5.07M1.24%+49,47113F-HRTimeline
Keeler Thomas Management LLC217,331$4.72M2.31%-66,85013F-HRTimeline
Sabal Trust CO202,843$4.41M0.24%+24,23313F-HRTimeline
Krilogy Financial LLC198,458$4.31M0.28%+6,97613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…187,819$4.08M<0.01%+92,94013F-HRTimelineGroup
MEMBERS WEALTH LLC182,963$3.97M3%-1,69113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV173,595$3.77M0.01%+45,53213F-HRTimeline
Atria Investments, Inc162,397$3.53M0.05%+71,58013F-HRTimeline
MCF Advisors LLC162,334$3.53M0.25%+5,64513F-HRTimeline
WRAPMANAGER INC159,157$3.46M0.91%+3,29113F-HRTimeline
CGN Advisors LLC159,093$3.46M0.34%+6,18613F-HRTimeline
First National Trust Co145,956$3.17M0.13%+48,68813F-HRTimeline
CWM, LLCin group CWM, LLC144,666$3.14M0.01%+17,21613F-HRTimelineGroup
Beacon Pointe Advisors, LLC142,343$3.09M0.03%+16,09513F-HRTimeline
Sanctuary Advisors, LLC133,734$2.9M0.02%+9,06713F-HRTimeline
Glenview Trust Co131,756$2.86M0.06%+65,25613F-HR/ATimeline
Houlihan Financial Resource Group, Ltd.130,289$2.83M1.27%+7,83713F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC125,702$2.73M0.76%-13,71713F-HRTimeline
IFP Advisors, Inc124,394$2.7M0.08%+30,37413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding120,818$2.62M-15,648Timeline
Cetera Investment Advisers116,715$2.54M<0.01%+26,75913F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC112,605$2.45M0.19%new13F-HRTimeline
HAMEL ASSOCIATES, INC.109,105$2.37M0.81%-70,46413F-HRTimeline
Wealthstar Advisors, LLC106,822$2.32M1.06%+15,75513F-HRTimeline
STAR Financial Bank105,966$2.3M1.69%+8913F-HRTimeline
Quantum Financial Advisors, LLC105,139$2.28M0.34%+12,33913F-HRTimeline
Arcataur Capital Management LLC102,820$2.23M0.76%new13F-HRTimeline
Stonebrook Private Inc.98,134$2.13M0.55%+5,47013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC97,627$2.12M<0.01%+10,77913F-HRTimelineGroup
KINTRA WEALTH, LLC93,271$2.03M1.37%-11,09013F-HRTimeline
Mariner, LLCin group Mariner, LLC93,184$2.02M<0.01%-11513F-HRTimelineGroup
ADIRONDACK TRUST CO91,498$1.99M0.78%+12,56013F-HRTimeline
INSTRUMENTAL WEALTH, LLC89,903$1.95M1.77%+52913F-HRTimeline
Segment Wealth Management, LLC82,235$1.79M0.12%+6,29013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…80,444$1.75M<0.01%+11,27213F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp79,936$1.74M0.05%+3,54213F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC78,731$1.71M0.4%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.78,094$1.7M<0.01%-15,67113F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC77,731$1.69M0.04%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC76,811$1.67M<0.01%013F-HRTimelineGroup
Paradigm, Strategies in Wealth Manageme…74,674$1.62M1.09%-4,27113F-HRTimeline
Laurel Wealth Advisors LLC74,450$1.62M0.25%+14,90013F-HRTimeline
Greater Midwest Financial Group, LLC71,768$1.56M1.09%-10,14413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…70,220$1.53M0.01%+3,91013F-HRTimelineGroup
Penobscot Investment Management Company…70,200$1.52M0.14%+23,70013F-HRTimeline
Valmark Advisers, Inc.66,102$1.44M0.02%+16,24913F-HRTimeline
CABOT WEALTH MANAGEMENT INC65,775$1.43M0.18%+3,17713F-HRTimeline
Meridian Wealth Management, LLC65,255$1.42M0.07%+12,46413F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC65,173$1.42M0.1%+28,57713F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD64,068$1.39M0.03%-4,55313F-HRTimelineGroup
Cherry Tree Wealth Management, LLC62,640$1.36M0.33%+4,59513F-HRTimeline
LifePlan Financial, LLC62,077$1.35M1.18%+22,36313F-HRTimeline
Chesley Taft & Associates LLC59,500$1.29M0.06%+6,40013F-HRTimeline
Archford Capital Strategies, LLC57,432$1.25M0.18%-1,66113F-HRTimeline
LFA - Lugano Financial Advisors SA56,773$1.23M0.84%+36,24013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC55,287$1.2M0.02%+3,44013F-HRTimeline
LITTLE HOUSE CAPITAL LLC52,442$1.14M0.31%+69013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp49,537$1.08M<0.01%+19,43913F-HRTimelineGroup
Leo Wealth, LLC49,234$1.07M0.15%+6,41613F-HRTimeline
Beaumont Asset Management, L.L.C.49,150$1.07M0.64%new13F-HRTimeline
REDW Wealth LLC49,014$1.06M0.4%-94113F-HRTimeline
NovaPoint Capital, LLC48,887$1.06M0.33%+89113F-HRTimeline
BEACON FINANCIAL GROUP48,395$1.05M0.11%+2,52313F-HRTimeline
Centricity Wealth Management, LLC45,830$995K0.9%+1,12013F-HRTimeline
Rossmore Private Capital44,850$974K0.12%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS44,397$964K<0.01%+1,81213F-HRTimeline
Farmers National Bank43,724$950K0.27%+87913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP41,571$903K<0.01%+23,81313F-HR/ATimelineGroup
Private Advisor Group, LLC40,993$890K0.01%+1,98613F-HRTimeline
Montecito Bank & Trust40,966$890K0.16%+32313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.40,941$889K0.01%+98213F-HRTimelineGroup
SPINNAKER TRUST40,331$876K0.06%+25,14513F-HRTimeline
Bank of New Hampshire39,655$861K0.23%+7,05013F-HRTimeline
Integrated Wealth Concepts LLC37,004$804K0.01%+8,56713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …36,376$790K0.01%+1,44213F-HRTimelineGroup
MONECO ADVISORS, LLC35,179$764K0.08%+1,87413F-HR/ATimeline
Crews Bank & Trust33,395$725K0.12%+12,77513F-HRTimeline
Jacobi Capital Management LLC30,045$653K0.05%+4,19013F-HRTimeline
Gradient Capital Advisors, LLC29,435$639K0.21%+1,78813F-HRTimeline
Fortis Capital Management LLC29,050$631K0.12%new13F-HRTimeline
Safeguard Financial, LLC27,843$605K0.13%+4,48213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC27,360$594K0.04%+6,38113F-HRTimeline
McGlone Suttner Wealth Management, Inc.26,671$579K0.1%+1,84013F-HRTimeline
Bullock Wealth Management Group26,688$578K0.32%+17,51613F-HRTimeline
Dorsey & Whitney Trust CO LLC26,000$565K0.03%013F-HRTimeline
MML INVESTORS SERVICES, LLC25,369$551K<0.01%+91113F-HRTimeline
Newman Dignan & Sheerar, Inc.24,955$542K0.15%+4,42313F-HR/ATimeline
First Interstate Bank24,467$531K0.03%+1,88913F-HRTimeline
Spectrum Wealth Counsel, LLC24,214$526K0.06%-2,19913F-HRTimeline
Creative Planningin group Creative Planning24,108$524K<0.01%+3,12513F-HRTimelineGroup
Stokes Family Office, LLC23,845$518K0.06%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…23,082$501K0.09%+3713F-HRTimeline
Provenance Wealth Advisors, LLC22,860$497K0.07%+10,35413F-HRTimeline
COMERICA BANK22,848$496K<0.01%+1,42113F-HRTimeline
Roble, Belko & Company, Inc22,803$495K0.08%+1,07513F-HRTimeline
ROMANO BROTHERS AND COMPANY22,648$492K0.06%new13F-HRTimeline
BCS Wealth Management21,589$469K0.12%013F-HRTimeline
Mutual Advisors, LLC20,910$454K0.01%+1,99013F-HRTimeline
Belpointe Asset Management LLC20,275$440K0.02%new13F-HRTimeline
OAK FAMILY ADVISORS, LLC20,229$439K0.18%-117,37613F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…19,367$421K0.01%+4,05813F-HRTimelineGroup
DecisionMap Wealth Management, LLC18,336$398K0.3%+5,74113F-HRTimeline
COWA, LLC17,305$376K0.16%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT16,750$364K0.01%013F-HRTimeline
Foundation Wealth Management, LLC16,244$353K0.28%+92713F-HRTimeline
Advisory Services Network, LLC15,839$344K0.01%new13F-HRTimeline
10Elms LLP15,801$343K0.34%+11,25013F-HRTimeline
SAX WEALTH ADVISORS, LLC15,386$334K0.02%new13F-HRTimeline
4J Wealth Management LLC15,068$327K0.26%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.14,630$318K0.02%new13F-HR/ATimelineGroup
Yoder Wealth Management, Inc.14,400$313K0.18%+3,50013F-HRTimeline
Sightline Wealth Advisors, LLC13,933$303K0.16%new13F-HRTimeline
Johnson Bixby & Associates, LLC13,872$301K0.05%+10613F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC12,811$278K0.05%+2,24913F-HRTimeline
Straight Path Wealth Management12,549$273K0.11%013F-HRTimeline
Redwood Financial Network Corp12,374$269K0.2%+1,66813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,218$265K<0.01%-1,40113F-HRTimelineGroup
Kesler, Norman & Wride, LLC12,088$263K0.05%013F-HRTimeline
Hurley Capital, LLC12,048$262K0.2%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC11,728$255K0.21%new13F-HR/ATimeline
SCOTIA CAPITAL INC.11,300$245K<0.01%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,105$241K<0.01%-313F-HRTimeline
Granite Harbor Advisors, Inc.11,052$240K0.13%-20,28513F-HRTimeline
Reliant Wealth Planning10,779$234K0.11%013F-HRTimeline
Advance Capital Management, Inc.10,622$231K0.01%new13F-HRTimeline
HB Wealth Management, LLC10,459$227K<0.01%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise10,222$222K0.01%13F-HRTimelineGroup
Summit Wealth Partners, LLC9,803$213K0.04%013F-HRTimeline
MGO ONE SEVEN LLC9,510$207K0.01%new13F-HRTimeline
Syntegra Private Wealth Group, LLC9,423$205K0.02%013F-HRTimeline
Bradley & Co. Private Wealth Management…9,253$201K0.14%+46813F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC8,796$191K0.11%+2,96713F-HRTimeline
Addison Advisors LLC8,685$189K0.05%+1,76013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.6,850$149K0.09%013F-HRTimeline
Bogart Wealth, LLC6,051$131K0.01%-90913F-HRTimeline
Trust Co5,788$126K0.01%+1,17013F-HRTimeline
Stone House Investment Management, LLC5,734$125K0.03%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.5,461$119K<0.01%-58313F-HRTimeline
CVA Family Office, LLC4,565$99.2K0.02%013F-HRTimeline
Allworth Financial LP4,330$93.8K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,104$89.1K<0.01%013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC4,049$87.9K0.01%013F-HRTimeline
Farther Finance Advisors, LLC3,810$82.6K<0.01%-55713F-HRTimeline
2UniFi Bank3,396$73.8K0.05%+1,43413F-HRTimeline
Steward Partners Investment Advisory, L…2,924$63.5K<0.01%+1,44513F-HRTimeline
Physician Wealth Advisors, Inc.2,470$53.6K0.01%new13F-HRTimeline