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Disclosery

IBDV ISHARES TR

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IBONDS DEC 2030 (fund)

247 managers (248 13F filers) reported a position in IBDV shares at 2025-06-30, 66,684,232 shares in all. 39 filers opened a position and 7 filers sold out during the quarter.

Managers
247
13F filers
248
New
39
Added
132
Reduced
45
Sold out
7
Shares held by filers
66,684,232

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Aptus Capital Advisors, LLC5,197,575$114M1.13%+313,61713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,681,615$103M0.01%+140,08013F-HRTimelineGroup
Capital Investment Advisors, LLC3,439,530$75.6M1.36%+289,59113F-HR/ATimeline
CAPITAL ADVISORS INC/OK2,813,280$61.8M1.11%+137,55313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,775,216$61M0.14%+2,601,62113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,610,653$57.4M<0.01%+232,67013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,597,444$57.1M0.02%+2,251,69413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,548,211$56M0.01%+146,70013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,136,930$47M0.02%-485,08213F-HRTimelineGroup
HighTower Advisors, LLC1,981,759$43.6M0.05%+56,52813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,963,714$43.2M0.01%+102,12713F-HR/ATimelineGroup
SIGMA INVESTMENT COUNSELORS INC1,565,293$34.4M1.89%+40,46313F-HRTimeline
Klingman & Associates, LLC1,338,959$29.4M1.62%+26,16113F-HRTimeline
UBS Group AGin group UBS Group AG1,220,356$26.8M0.01%+12,52013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,172,073$25.8M0.03%+12,83813F-HRTimelineGroup
Venture Visionary Partners LLC1,123,205$24.7M0.93%+155,15013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,110,775$24.4M0.01%-883,12913F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC1,041,818$22.9M0.45%+10,75013F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC892,440$19.6M1.45%+134,84213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP838,955$18.4M0.02%-1,026,96713F-HRTimelineGroup
Advisors Capital Management, LLC837,621$18.4M0.25%+51,75713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.744,116$16.4M1.68%+10,48913F-HRTimeline
NewEdge Advisors, LLC688,608$15.1M0.08%-58,73813F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp658,115$14.5M1.52%-6,10913F-HRTimelineGroup
EP Wealth Advisors, LLC653,952$14.4M0.09%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC635,948$14M0.02%+17,49113F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC623,340$13.7M0.56%+61,09213F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC603,760$13.3M5.83%+9,89013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…588,294$12.9M0.03%-16,48913F-HR/ATimelineGroup
PFG Private Wealth Management, LLC491,728$10.8M5.57%+11,87413F-HRTimeline
LPL Financial LLC471,593$10.4M<0.01%+42,82413F-HRTimeline
Probity Advisors, Inc.424,368$9.33M1.64%+21,28513F-HRTimeline
RWA WEALTH PARTNERS, LLC419,257$9.22M0.12%+85313F-HRTimeline
NESTEGG ADVISORS, INC.416,429$9.15M8.81%+42,40513F-HRTimeline
Commonwealth Financial Services, LLC409,012$8.99M1.73%-4,32213F-HRTimeline
MinichMacGregor Wealth Management, LLC394,318$8.67M1.85%-1,19513F-HRTimeline
Janney Montgomery Scott LLC385,325$8.47M0.02%+19,30113F-HRTimeline
Ironwood Financial, llc377,965$8.21M1.76%013F-HRTimeline
Centric Wealth Management364,839$8M1.91%+17,72013F-HRTimeline
Cambridge Investment Research Advisors,…356,151$7.83M0.02%+30,11713F-HRTimeline
Snowden Capital Advisors LLC353,408$7.77M0.23%-60613F-HRTimeline
LYELL WEALTH MANAGEMENT, LP333,362$7.33M0.58%+11,15413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC329,697$7.25M0.01%+69,70813F-HRTimelineGroup
Guidance Point Advisors, LLC319,710$7.03M1.81%+53913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC304,611$6.7M0.09%-984,34613F-HRTimelineGroup
Peloton Wealth Strategists289,000$6.35M2.55%+15,50013F-HRTimeline
CENTRAL TRUST Co271,492$5.97M0.14%+35,49013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC267,756$5.89M0.03%-5,72413F-HRTimelineGroup
Parallel Advisors, LLC265,684$5.84M0.12%+24,22813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp260,863$5.73M0.13%new13F-HRTimelineGroup
Signature Wealth Management Group250,078$5.5M2.17%+2,43513F-HRTimeline
Praetorian Wealth Management, Inc.247,334$5.44M1.25%+13,82713F-HRTimeline
Wilkins Miller Wealth Management, LLC245,277$5.39M3.67%-11,44413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…232,043$5.1M<0.01%+44,22413F-HRTimelineGroup
4Thought Financial Group Inc.221,195$4.86M2.58%-16,55913F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC214,281$4.71M0.34%+101,67613F-HRTimeline
HANCOCK WHITNEY CORP212,918$4.68M0.09%new13F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV211,259$4.64M1.42%new13F-HRTimeline
First National Trust Co203,939$4.48M0.17%+57,98313F-HRTimeline
Krilogy Financial LLC202,896$4.46M0.26%+4,43813F-HRTimeline
Keeler Thomas Management LLC201,059$4.42M1.9%-16,27213F-HRTimeline
Glenview Trust Co194,506$4.28M0.07%+62,75013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding173,185$3.81M+52,367Timeline
MCF Advisors LLC166,255$3.65M0.24%+3,92113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC165,551$3.64M<0.01%+67,92413F-HRTimelineGroup
WRAPMANAGER INC160,778$3.53M0.86%+1,62113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…156,676$3.42M0.01%+76,23213F-HRTimeline
CWM, LLCin group CWM, LLC152,270$3.35M0.01%+7,60413F-HRTimelineGroup
Beacon Pointe Advisors, LLC143,778$3.16M0.03%+1,43513F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC140,083$3.08M0.75%+14,38113F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC139,239$3.06M0.21%+74,06613F-HRTimeline
Houlihan Financial Resource Group, Ltd.136,941$3M1.24%+6,65213F-HRTimeline
IFP Advisors, Inc133,846$2.94M0.08%+9,45213F-HRTimeline
Cetera Investment Advisers130,858$2.88M<0.01%+14,14313F-HRTimeline
Windsor Capital Management, LLC118,379$2.6M0.76%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO116,011$2.55M<0.01%-124,01613F-HRTimelineGroup
STAR Financial Bank115,737$2.54M1.61%+9,77113F-HRTimeline
Arcataur Capital Management LLC112,975$2.48M0.78%+10,15513F-HRTimeline
HAMEL ASSOCIATES, INC.112,580$2.47M0.84%+3,47513F-HRTimeline
Quantum Financial Advisors, LLC110,913$2.44M0.33%+5,77413F-HRTimeline
FLOW TRADERS U.S. LLC107,721$2.37M0.09%new13F-HRTimeline
ADIRONDACK TRUST CO105,363$2.31M0.84%+13,86513F-HRTimeline
Rossmore Private Capital100,547$2.21M0.26%+55,69713F-HRTimeline
Stonebrook Private Inc.100,260$2.2M0.52%+2,12613F-HRTimeline
Mariner, LLCin group Mariner, LLC94,718$2.08M<0.01%+1,53413F-HRTimelineGroup
INSTRUMENTAL WEALTH, LLC92,318$2.01M1.6%+2,41513F-HRTimeline
Wealthstar Advisors, LLC90,915$2M0.75%-15,90713F-HRTimeline
Global Retirement Partners, LLC90,600$1.99M0.05%13F-HRTimeline
KINTRA WEALTH, LLC87,937$1.93M1.16%-5,33413F-HRTimeline
LifePlan Financial, LLC86,130$1.89M1.57%+24,05313F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp85,455$1.88M0.05%+5,51913F-HRTimelineGroup
Valmark Advisers, Inc.83,535$1.84M0.03%+17,43313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.82,646$1.82M<0.01%+82,58813F-HRTimelineGroup
Segment Wealth Management, LLC82,170$1.81M0.11%-6513F-HRTimeline
Greater Midwest Financial Group, LLC81,716$1.8M1.37%+9,94813F-HRTimeline
Laurel Wealth Advisors LLC81,250$1.79M0.27%+6,80013F-HR/ATimeline
Penobscot Investment Management Company…78,535$1.73M0.15%+8,33513F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC77,120$1.7M0.37%-1,61113F-HRTimeline
J.W. COLE ADVISORS, INC.76,847$1.69M0.04%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…76,596$1.68M0.01%+6,37613F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC75,583$1.66M0.03%-2,14813F-HRTimeline
Meridian Wealth Management, LLC71,858$1.58M0.07%+6,60313F-HRTimeline
Paradigm, Strategies in Wealth Manageme…71,809$1.58M1.03%-2,86513F-HRTimeline
Leo Wealth, LLC71,008$1.56M0.12%+21,77413F-HRTimeline
Cherry Tree Wealth Management, LLC68,663$1.51M0.35%+6,02313F-HRTimeline
CABOT WEALTH MANAGEMENT INC68,050$1.5M0.18%+2,27513F-HRTimeline
Chesley Taft & Associates LLC62,800$1.38M0.06%+3,30013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD62,746$1.38M0.02%-1,32213F-HRTimelineGroup
LFA - Lugano Financial Advisors SA61,573$1.34M0.8%+4,80013F-HRTimeline
CGN Advisors LLC59,317$1.3M0.12%-99,77613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …57,259$1.26M0.02%+20,88313F-HRTimelineGroup
BEACON FINANCIAL GROUP56,969$1.25M0.13%+8,57413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP56,207$1.23M<0.01%+14,63613F-HRTimelineGroup
Archford Capital Strategies, LLC54,710$1.2M0.15%-2,72213F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC53,757$1.18M0.08%new13F-HRTimeline
Beaumont Asset Management, L.L.C.53,684$1.18M0.63%+4,53413F-HRTimeline
LITTLE HOUSE CAPITAL LLC52,430$1.15M0.29%-1213F-HRTimeline
Centricity Wealth Management, LLC51,865$1.14M0.91%+6,03513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.50,613$1.11M<0.01%-27,48113F-HR/ATimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC49,942$1.1M0.02%-5,34513F-HRTimeline
REDW Wealth LLC49,014$1.08M0.43%013F-HRTimeline
NovaPoint Capital, LLC48,267$1.06M0.33%-62013F-HRTimeline
SPINNAKER TRUST45,303$996K0.06%+4,97213F-HRTimeline
Bank of New Hampshire44,240$972K0.24%+4,58513F-HRTimeline
Farmers National Bank43,778$962K0.25%+5413F-HRTimeline
Crews Bank & Trust42,045$924K0.15%+8,65013F-HRTimeline
Private Advisor Group, LLC41,009$901K<0.01%+1613F-HRTimeline
Granite Harbor Advisors, Inc.40,732$895K0.42%+29,68013F-HRTimeline
Gotham Asset Management, LLC38,987$857K0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC37,303$820K0.01%+29913F-HRTimeline
Belpointe Asset Management LLC35,814$787K0.03%+15,53913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS35,735$785K<0.01%-8,66213F-HRTimeline
MONECO ADVISORS, LLC34,992$769K0.07%-18713F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…34,303$754K0.12%+11,22113F-HRTimeline
First Interstate Bank32,782$721K0.04%+8,31513F-HRTimeline
Bullock Wealth Management Group32,774$717K0.38%+6,08613F-HRTimeline
Merit Financial Group, LLC31,793$699K0.01%new13F-HRTimeline
Jacobi Capital Management LLC31,421$691K0.05%+1,37613F-HRTimeline
ROMANO BROTHERS AND COMPANY31,112$684K0.08%+8,46413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth30,519$671K<0.01%new13F-HRTimelineGroup
Resonant Capital Advisors, LLC29,874$657K0.04%new13F-HRTimeline
Gradient Capital Advisors, LLC29,435$647K0.19%013F-HRTimeline
McGlone Suttner Wealth Management, Inc.28,198$620K0.09%+1,52713F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.28,142$619K0.05%new13F-HRTimeline
COWA, LLC26,738$587K0.22%+9,43313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC26,422$580K0.04%-93813F-HRTimeline
Dorsey & Whitney Trust CO LLC26,000$571K0.03%013F-HRTimeline
DecisionMap Wealth Management, LLC24,974$549K0.38%+6,63813F-HRTimeline
Clearstead Advisors, LLC22,876$541K0.01%new13F-HRTimeline
Stokes Family Office, LLC23,845$524K0.05%013F-HRTimeline
Newman Dignan & Sheerar, Inc.23,757$522K0.12%-1,19813F-HRTimeline
Sightline Wealth Advisors, LLC23,283$512K0.25%+9,35013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP22,971$505K<0.01%+10,75313F-HRTimelineGroup
Roble, Belko & Company, Inc22,803$501K0.07%013F-HRTimeline
COMERICA BANK22,571$496K<0.01%-27713F-HRTimeline
Provenance Wealth Advisors, LLC21,227$467K0.07%-1,63313F-HRTimeline
Mutual Advisors, LLC20,990$460K0.01%+8013F-HRTimeline
Sowell Financial Services LLC20,199$444K0.02%new13F-HRTimeline
10Elms LLP20,051$441K0.42%+4,25013F-HRTimeline
MML INVESTORS SERVICES, LLC19,900$437K<0.01%-5,46913F-HRTimeline
Gryphon Financial Partners LLC19,712$433K0.06%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…19,367$426K0.01%013F-HRTimelineGroup
Fortis Capital Management LLC18,916$416K0.06%-10,13413F-HRTimeline
Foundation Wealth Management, LLC18,785$413K0.29%+2,54113F-HRTimeline
Gilbert Capital Group, Inc.18,192$400K0.33%13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.17,606$387K0.01%-23,33513F-HRTimelineGroup
Advisory Services Network, LLC17,037$373K0.01%+1,19813F-HRTimeline
FourThought Financial Partners, LLC16,868$371K0.04%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC16,612$365K0.02%new13F-HR/ATimeline
RITHOLTZ WEALTH MANAGEMENT15,815$348K0.01%-93513F-HRTimeline
Reliant Wealth Planning15,739$346K0.14%+4,96013F-HRTimeline
4J Wealth Management LLC15,068$331K0.22%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.14,870$327K0.02%+24013F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC14,833$326K0.02%-55313F-HRTimeline
HRT FINANCIAL LP14,486$318K<0.01%new13F-HRTimeline
Yoder Wealth Management, Inc.14,400$317K0.16%013F-HRTimeline
Johnson Bixby & Associates, LLC14,082$310K0.04%+21013F-HRTimeline
Creative Planningin group Creative Planning13,613$299K<0.01%-10,49513F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC13,541$298K<0.01%-63,27013F-HR/ATimelineGroup
SONATA CAPITAL GROUP INC13,200$290K0.12%new13F-HRTimeline
Redwood Financial Network Corp13,141$289K0.2%+76713F-HRTimeline
Advance Capital Management, Inc.13,036$287K0.01%+2,41413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.12,995$286K0.01%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC12,811$282K0.05%013F-HRTimeline
NWAM LLC12,667$278K0.02%new13F-HR/ATimeline
Straight Path Wealth Management12,549$276K0.09%013F-HRTimeline
Allworth Financial LP12,141$267K<0.01%+7,81113F-HRTimeline
Hurley Capital, LLC12,095$266K0.19%+4713F-HRTimeline
Kesler, Norman & Wride, LLC12,088$266K0.05%013F-HRTimeline
Koshinski Asset Management, Inc.12,009$264K0.02%new13F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC11,777$259K0.21%+4913F-HRTimeline
Godshalk Welsh Capital Management, Inc.11,750$258K0.16%new13F-HRTimeline
OAK FAMILY ADVISORS, LLC11,405$251K0.09%-8,82413F-HRTimeline
Addison Advisors LLC11,220$247K0.06%+2,53513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,209$246K<0.01%+10413F-HRTimeline
MGO ONE SEVEN LLC11,050$243K0.01%+1,54013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …10,333$227K0.01%new13F-HRTimelineGroup
Austin Private Wealth, LLC10,241$225K0.02%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise10,222$225K0.01%013F-HRTimelineGroup
Arkadios Wealth Advisors9,979$219K0.01%new13F-HRTimeline