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Disclosery

IBDV ISHARES TR

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IBONDS DEC 2030 (fund)

268 managers (269 13F filers) reported a position in IBDV shares at 2025-09-30, 72,449,704 shares in all. 32 filers opened a position and 9 filers sold out during the quarter.

Managers
268
13F filers
269
New
32
Added
160
Reduced
34
Sold out
9
Shares held by filers
72,449,704

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC5,625,501$125M1.14%+427,92613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,549,328$123M0.01%+867,71313F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV3,857,407$85.4M0.14%+1,082,19113F-HRTimeline
Capital Investment Advisors, LLC3,683,315$81.6M1.34%+243,78513F-HRTimeline
CAPITAL ADVISORS INC/OK2,943,852$65.2M1.09%+130,57213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,909,448$64.4M<0.01%+298,79513F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,846,755$63.1M0.01%+298,54413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,464,795$54.6M0.02%+327,86513F-HRTimelineGroup
HighTower Advisors, LLC2,146,797$47.6M0.05%+165,03813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,081,115$46.1M0.01%+117,40113F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC1,633,897$36.2M1.88%+68,60413F-HRTimeline
Summit Financial, LLC1,552,485$34.4M0.52%new13F-HRTimeline
Klingman & Associates, LLC1,435,980$31.8M1.6%+97,02113F-HRTimeline
UBS Group AGin group UBS Group AG1,398,162$31M0.01%+177,80613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,100,249$24.4M0.03%-71,82413F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC1,057,554$23.4M0.42%+15,73613F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC987,630$21.9M1.5%+95,19013F-HRTimeline
NewEdge Advisors, LLC949,500$21M0.1%+260,89213F-HRTimeline
Advisors Capital Management, LLC894,973$19.8M0.25%+57,35213F-HRTimeline
Vishria Bird Financial Group, LLC877,222$19.4M3.81%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP875,718$19.4M0.02%+36,76313F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.798,071$17.7M1.7%+53,95513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC795,525$17.6M1.17%+741,76813F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC692,153$15.3M0.58%+68,81313F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp644,027$14.3M1.46%-14,08813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC643,107$14.2M0.02%+7,15913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC593,430$13.1M<0.01%-517,34513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…592,263$13.1M0.03%+3,96913F-HRTimelineGroup
Venture Visionary Partners LLC562,398$12.5M0.43%-560,80713F-HRTimeline
LPL Financial LLC511,031$11.3M<0.01%+39,43813F-HRTimeline
Ironwood Financial, llc495,965$11M1.95%+118,00013F-HRTimeline
Probity Advisors, Inc.445,858$9.88M1.6%+21,49013F-HRTimeline
RWA WEALTH PARTNERS, LLC432,233$9.57M0.11%+12,97613F-HRTimeline
Commonwealth Financial Services, LLC421,778$9.34M1.6%+12,76613F-HRTimeline
Janney Montgomery Scott LLC416,868$9.23M0.02%+31,54313F-HRTimeline
NOVEM GROUP406,253$9M1.07%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC404,974$8.97M0.01%+239,42313F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC397,200$8.8M1.72%+2,88213F-HRTimeline
NESTEGG ADVISORS, INC.396,924$8.79M7.81%-19,50513F-HRTimeline
Centric Wealth Management380,058$8.41M1.87%+15,21913F-HRTimeline
LYELL WEALTH MANAGEMENT, LP372,226$8.24M0.61%+38,86413F-HRTimeline
Cambridge Investment Research Advisors,…365,730$8.1M0.02%+9,57913F-HRTimeline
Snowden Capital Advisors LLC356,662$7.9M0.22%+3,25413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC350,432$7.76M0.09%+45,82113F-HRTimelineGroup
EIGHT 31 FINANCIAL, LLC344,137$7.62M4.3%new13F-HRTimeline
Guidance Point Advisors, LLC324,354$7.18M1.73%+4,64413F-HRTimeline
First National Trust Co319,802$7.08M0.24%+115,86313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC307,334$6.81M<0.01%-2,290,11013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO304,382$6.74M<0.01%+188,37113F-HR/ATimelineGroup
Peloton Wealth Strategists296,250$6.56M2.58%+7,25013F-HRTimeline
CENTRAL TRUST Co293,172$6.49M0.14%+21,68013F-HRTimeline
Parallel Advisors, LLC275,562$6.1M0.11%+9,87813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC270,791$6M0.02%+3,03513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…268,380$5.94M<0.01%+36,33713F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp264,703$5.86M0.11%+3,84013F-HRTimelineGroup
Praetorian Wealth Management, Inc.255,510$5.66M1.16%+8,17613F-HRTimeline
Glenview Trust Co252,595$5.59M0.09%+58,08913F-HRTimeline
Signature Wealth Management Group249,270$5.52M2.14%-80813F-HRTimeline
Wilkins Miller Wealth Management, LLC246,080$5.45M3.38%+80313F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV234,919$5.2M1.51%+23,66013F-HRTimeline
Krilogy Financial LLC236,025$5.19M0.19%+33,12913F-HRTimeline
HANCOCK WHITNEY CORP229,680$5.09M0.09%+16,76213F-HRTimeline
4Thought Financial Group Inc.227,892$5.05M2.55%+6,69713F-HRTimeline
Windsor Capital Management, LLC219,519$4.86M1.34%+101,14013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC214,641$4.75M0.3%+36013F-HRTimeline
Keeler Thomas Management LLC202,001$4.47M1.83%+94213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding201,521$4.46M+28,336Timeline
Cetera Investment Advisers200,934$4.45M0.01%+70,07613F-HRTimeline
MEMBERS WEALTH LLC190,624$4.22M2.67%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…169,448$3.75M0.01%+12,77213F-HRTimeline
MCF Advisors LLC167,855$3.72M0.23%+1,60013F-HRTimeline
CWM, LLCin group CWM, LLC162,997$3.61M0.01%+10,72713F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC150,256$3.33M0.21%+11,01713F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC146,348$3.24M0.71%+6,26513F-HRTimeline
Beacon Pointe Advisors, LLC140,770$3.12M0.03%-3,00813F-HRTimeline
Quantum Financial Advisors, LLC133,964$2.97M0.36%+23,05113F-HRTimeline
J.W. COLE ADVISORS, INC.129,924$2.88M0.06%+53,07713F-HRTimeline
IFP Advisors, Inc126,691$2.81M0.07%-7,15513F-HR/ATimeline
Rossmore Private Capital122,393$2.71M0.29%+21,84613F-HRTimeline
LifePlan Financial, LLC119,462$2.65M2.1%+33,33213F-HRTimeline
ADIRONDACK TRUST CO115,681$2.56M0.86%+10,31813F-HRTimeline
Arcataur Capital Management LLC112,975$2.5M0.74%013F-HRTimeline
Leo Wealth, LLC110,260$2.44M0.32%+39,25213F-HRTimeline
HAMEL ASSOCIATES, INC.109,775$2.43M0.75%-2,80513F-HRTimeline
Mariner, LLCin group Mariner, LLC108,528$2.4M<0.01%+13,81013F-HRTimelineGroup
Global Retirement Partners, LLC107,981$2.39M0.05%+17,38113F-HRTimeline
WRAPMANAGER INC107,818$2.39M0.74%-52,96013F-HRTimeline
ROMANO BROTHERS AND COMPANY107,516$2.38M0.27%+76,40413F-HRTimeline
Stonebrook Private Inc.101,667$2.25M0.49%+1,40713F-HRTimeline
INSTRUMENTAL WEALTH, LLC96,911$2.15M1.51%+4,59313F-HRTimeline
Wealthstar Advisors, LLC91,128$2.02M0.8%+21313F-HRTimeline
Laurel Wealth Advisors LLC90,950$2.01M0.28%+9,70013F-HRTimeline
Penobscot Investment Management Company…90,735$2.01M0.15%+12,20013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp90,683$2.01M0.05%+5,22813F-HRTimelineGroup
KINTRA WEALTH, LLC88,666$1.96M1.11%+72913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.87,195$1.93M<0.01%+4,54913F-HRTimelineGroup
Meridian Wealth Management, LLC86,180$1.91M0.07%+14,32213F-HRTimeline
Segment Wealth Management, LLC85,830$1.9M0.11%+3,66013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP85,931$1.9M<0.01%+29,72413F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC82,418$1.83M0.03%+32,47613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…81,590$1.81M0.01%+4,99413F-HRTimelineGroup
Greater Midwest Financial Group, LLC79,713$1.77M1.14%-2,00313F-HRTimeline
Houlihan Financial Resource Group, Ltd.79,050$1.75M1.54%-57,89113F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC76,691$1.7M0.36%-42913F-HRTimeline
Valmark Advisers, Inc.76,521$1.69M0.02%-7,01413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC75,583$1.67M0.02%013F-HRTimeline
LFA - Lugano Financial Advisors SA75,223$1.66M0.88%+13,65013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…74,214$1.64M1.05%+2,40513F-HRTimeline
HM PAYSON & CO72,713$1.61M0.02%new13F-HRTimeline
BEACON FINANCIAL GROUP71,777$1.59M0.16%+14,80813F-HRTimeline
Resonant Capital Advisors, LLC71,291$1.58M0.09%+41,41713F-HRTimeline
CABOT WEALTH MANAGEMENT INC71,142$1.58M0.17%+3,09213F-HRTimeline
Cherry Tree Wealth Management, LLC68,954$1.53M0.34%+29113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.64,885$1.44M<0.01%+14,27213F-HRTimelineGroup
Chesley Taft & Associates LLC64,300$1.42M0.06%+1,50013F-HRTimeline
SPINNAKER TRUST60,504$1.34M0.07%+15,20113F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD55,782$1.23M0.02%-6,96413F-HRTimelineGroup
Archford Capital Strategies, LLC55,499$1.23M0.15%+78913F-HRTimeline
Beaumont Asset Management, L.L.C.55,042$1.22M0.61%+1,35813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …54,373$1.2M0.01%-2,88613F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…54,117$1.2M0.36%new13F-HRTimeline
LITTLE HOUSE CAPITAL LLC53,523$1.19M0.27%+1,09313F-HRTimeline
SAX WEALTH ADVISORS, LLC52,329$1.16M0.06%+37,49613F-HRTimeline
NovaPoint Capital, LLC51,776$1.15M0.28%+3,50913F-HRTimeline
Composition Wealth, LLC51,732$1.15M0.02%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…50,723$1.12M0.03%new13F-HRTimelineGroup
Crews Bank & Trust50,715$1.12M0.16%+8,67013F-HRTimeline
FourThought Financial Partners, LLC49,365$1.09M0.1%+32,49713F-HRTimeline
Merit Financial Group, LLC49,048$1.09M0.01%+17,25513F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC48,648$1.08M<0.01%-281,04913F-HRTimelineGroup
REDW Wealth LLC48,548$1.08M0.41%-46613F-HRTimeline
Farmers National Bank46,532$1.03M0.24%+2,75413F-HRTimeline
Bank of New Hampshire44,965$996K0.23%+72513F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.44,489$985K0.07%+16,34713F-HRTimeline
Integrated Wealth Concepts LLC42,243$936K0.01%+4,94013F-HRTimeline
Private Advisor Group, LLC40,925$906K<0.01%-8413F-HRTimeline
Granite Harbor Advisors, Inc.40,732$902K0.38%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS40,622$900K<0.01%+4,88713F-HRTimeline
CGN Advisors LLC39,333$871K0.07%-19,98413F-HRTimeline
Gotham Asset Management, LLC38,987$864K<0.01%013F-HRTimeline
Godshalk Welsh Capital Management, Inc.38,100$844K0.48%+26,35013F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC37,593$833K0.36%new13F-HRTimeline
Jacobi Capital Management LLC36,594$811K0.05%+5,17313F-HRTimeline
COWA, LLC35,516$787K0.26%+8,77813F-HRTimeline
Bullock Wealth Management Group35,560$787K0.39%+2,78613F-HRTimeline
STAR Financial Bank34,893$773K0.46%-80,84413F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…34,359$761K0.11%+5613F-HRTimeline
SONATA CAPITAL GROUP INC34,036$754K0.28%+20,83613F-HRTimeline
Montecito Bank & Trust33,992$753K0.12%13F-HRTimeline
First Interstate Bank32,782$726K0.04%013F-HRTimeline
MONECO ADVISORS, LLC32,778$726K0.06%-2,21413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.32,585$722K0.01%+14,97913F-HRTimelineGroup
Farther Finance Advisors, LLC31,729$703K0.01%+27,89913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth30,519$676K<0.01%013F-HRTimelineGroup
McGlone Suttner Wealth Management, Inc.30,254$670K0.09%+2,05613F-HRTimeline
Belpointe Asset Management LLC30,213$669K0.03%-5,60113F-HRTimeline
Gradient Capital Advisors, LLC29,435$652K0.17%013F-HRTimeline
Newman Dignan & Sheerar, Inc.28,549$632K0.14%+4,79213F-HRTimeline
Sowell Financial Services LLC27,419$607K0.02%+7,22013F-HRTimeline
DecisionMap Wealth Management, LLC27,019$598K0.38%+2,04513F-HRTimeline
Sightline Wealth Advisors, LLC26,588$589K0.27%+3,30513F-HRTimeline
Roble, Belko & Company, Inc26,402$585K0.08%+3,59913F-HRTimeline
Dorsey & Whitney Trust CO LLC26,000$576K0.03%013F-HRTimeline
10Elms LLP25,941$575K0.52%+5,89013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC25,529$565K0.03%-89313F-HRTimeline
Stokes Family Office, LLC23,845$528K0.05%013F-HRTimeline
Gilbert Capital Group, Inc.23,403$518K0.4%+5,21113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,273$515K<0.01%+30213F-HRTimelineGroup
Allworth Financial LP23,264$515K<0.01%+11,12313F-HRTimeline
Sanctuary Advisors, LLC22,333$495K<0.01%new13F-HR/ATimeline
Foundation Wealth Management, LLC22,178$491K0.31%+3,39313F-HRTimeline
Provenance Wealth Advisors, LLC21,227$470K0.06%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…20,954$464K0.01%+1,58713F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…20,912$463K<0.01%+16,80013F-HRTimelineGroup
Gryphon Financial Partners LLC20,679$458K0.05%+96713F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…20,427$452K<0.01%new13F-HRTimeline
Advisory Services Network, LLC20,187$447K0.01%+3,15013F-HRTimeline
Mutual Advisors, LLC19,710$438K0.01%-1,28013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC19,751$437K<0.01%+6,21013F-HRTimelineGroup
Redwood Financial Network Corp19,426$430K0.27%+6,28513F-HRTimeline
Fortis Capital Management LLC19,333$428K0.06%+41713F-HRTimeline
Oldfather Financial Services, LLC17,815$395K0.12%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.17,265$382K0.02%+2,39513F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.16,865$374K0.02%+3,87013F-HRTimeline
MML INVESTORS SERVICES, LLC16,722$370K<0.01%-3,17813F-HRTimeline
American Trust16,684$370K0.03%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC16,612$368K0.02%013F-HRTimeline
Reliant Wealth Planning16,557$367K0.12%+81813F-HRTimeline
Clearstead Advisors, LLC15,893$352K0.01%-6,98313F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…15,600$346K0.06%+6,25013F-HRTimelineGroup
4J Wealth Management LLC15,068$334K0.2%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise14,669$325K0.01%+4,44713F-HRTimelineGroup
Yoder Wealth Management, Inc.14,400$319K0.15%013F-HRTimeline
Johnson Bixby & Associates, LLC14,244$316K0.04%+16213F-HRTimeline
COMERICA BANK14,007$310K<0.01%-8,56413F-HRTimeline
InvesTrust13,666$303K0.11%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC13,361$296K0.05%+55013F-HRTimeline
Advance Capital Management, Inc.13,147$291K0.01%+11113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC12,845$285K0.02%new13F-HRTimeline
NWAM LLC12,771$284K0.02%+10413F-HR/ATimeline