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Disclosery

IBDV ISHARES TR

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IBONDS DEC 2030 (fund)

335 managers (336 13F filers) reported a position in IBDV shares at 2026-03-31, 106,537,770 shares in all. 38 filers opened a position and 15 filers sold out during the quarter.

Managers
335
13F filers
336
New
38
Added
214
Reduced
45
Sold out
15
Shares held by filers
106,537,770

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,068,595$199M0.01%+927,52313F-HRTimelineGroup
Aptus Capital Advisors, LLC6,041,703$132M1.11%+108,44713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,374,232$118M0.17%-815,36413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,738,224$104M0.01%+1,165,70013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,304,559$94.2M0.03%+755,46613F-HRTimelineGroup
Capital Investment Advisors, LLC4,072,983$89.2M1.3%+160,10213F-HR/ATimeline
CAPITAL ADVISORS INC/OK3,215,231$70.4M1.13%+188,34013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,929,125$64.1M0.01%-103,26813F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,511,724$55M0.01%+169,62213F-HRTimelineGroup
HM PAYSON & CO2,454,411$53.7M0.78%+801,49813F-HRTimeline
HighTower Advisors, LLC2,357,358$51.6M0.05%+64,43313F-HRTimeline
UBS Group AGin group UBS Group AG2,117,088$46.3M0.01%+244,08113F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC1,980,284$43.3M0.17%+1,694,83713F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC1,746,344$38.2M2.6%+267,62913F-HRTimeline
Klingman & Associates, LLC1,650,363$36.1M1.73%+80,61013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,643,783$36M1.9%+19,46513F-HRTimeline
Summit Financial, LLC1,609,633$35.2M0.45%+35,07613F-HRTimeline
Gratus Wealth Advisors, LLC1,599,810$35M5.07%+116,82313F-HRTimeline
Kathmere Capital Management, LLC1,500,942$32.9M2.04%+124,83813F-HRTimeline
RVW Wealth, LLC1,206,110$26.4M2.06%+92,95813F-HRTimeline
Venture Visionary Partners LLC1,168,091$25.6M0.85%+600,04113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,166,380$25.5M0.03%+46,31313F-HRTimelineGroup
NewEdge Advisors, LLC1,148,770$25.1M0.09%+13,99613F-HR/ATimeline
WOODMONT INVESTMENT COUNSEL LLC1,064,345$23.3M1.44%+110,45813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,060,287$23.2M0.02%+102,80413F-HRTimelineGroup
LPL Financial LLC1,038,021$22.7M0.01%+180,53713F-HRTimeline
Advisors Capital Management, LLC979,384$21.4M0.25%+32,32813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.920,078$20.1M1.98%+84,22013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC881,649$19.3M0.76%+74,62513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC716,488$15.7M0.02%+20,61313F-HRTimeline
EP Wealth Advisors, LLC713,760$15.6M0.08%-8,90613F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp684,978$15M1.51%+17,78613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding675,825$14.8M+176,738Timeline
Mariner, LLCin group Mariner, LLC656,216$14.4M0.02%+40,19713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.652,797$14.3M<0.01%+243,58813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC646,153$14.1M<0.01%+46,20013F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…622,604$13.6M0.02%+17,62913F-HRTimelineGroup
PFG Private Wealth Management, LLC621,042$13.6M5.76%+34,61013F-HRTimeline
First National Trust Co589,237$12.9M0.44%+138,76313F-HRTimeline
Ironwood Financial, llc555,651$12.2M2.12%+22,63813F-HRTimeline
Janney Montgomery Scott LLC541,787$11.9M0.03%+90,62313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…523,836$11.5M0.01%new13F-HRTimelineGroup
Probity Advisors, Inc.519,002$11.4M1.8%+53,06513F-HRTimeline
CENTRAL TRUST Co501,553$11M0.22%+65,11613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS486,128$10.6M0.02%+18,76713F-HRTimeline
Glenview Trust Co480,812$10.5M0.17%+158,58313F-HRTimeline
REBALANCE, LLC478,021$10.5M0.61%+18,63313F-HRTimeline
Commonwealth Financial Services, LLC470,930$10.3M1.63%+31,74813F-HRTimeline
LYELL WEALTH MANAGEMENT, LP467,998$10.2M0.75%+15,01113F-HRTimeline
Parkway Wealth Management Group, LLC462,944$10.1M1.28%+44,18113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC460,569$10.1M0.1%+6,41213F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC455,756$9.98M1.76%+29,11813F-HRTimeline
Snowden Capital Advisors LLC439,815$9.63M0.26%+1,82513F-HRTimeline
RWA WEALTH PARTNERS, LLC433,305$9.49M0.1%+39213F-HRTimeline
Cornerstone Planning, LLC430,138$9.43M2.13%+101,73813F-HRTimeline
Centric Wealth Management418,846$9.12M1.82%+24,56113F-HRTimeline
Guidance Point Advisors, LLC413,119$9.04M2.14%+15,50313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp400,328$8.76M0.17%+37,50013F-HRTimelineGroup
Cambridge Investment Research Advisors,…393,979$8.62M0.02%+12,99813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC386,766$8.47M<0.01%+181,93013F-HRTimelineGroup
Sanctuary Advisors, LLC376,619$8.24M0.04%+32,17413F-HRTimeline
Peloton Wealth Strategists374,650$8.2M3.32%+14,80013F-HRTimeline
Parallel Advisors, LLC373,595$8.18M0.15%+20,59013F-HR/ATimeline
EIGHT 31 FINANCIAL, LLC361,225$7.91M4.78%-8,51713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…353,881$7.75M<0.01%+24,46313F-HRTimelineGroup
ARCADIA INVESTMENT ADVISORS LLC317,638$6.95M3.28%+23,95613F-HRTimeline
Praetorian Wealth Management, Inc.297,532$6.51M1.24%+20,53013F-HRTimeline
Allworth Financial LP287,179$6.29M0.03%+17,73513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC281,756$6.17M0.38%+42,41313F-HRTimeline
Wilkins Miller Wealth Management, LLC256,888$5.62M3.4%+4,08013F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV255,349$5.59M1.46%+40413F-HRTimeline
CWM, LLCin group CWM, LLC250,027$5.47M0.01%+43,54113F-HRTimelineGroup
Atria Investments, Inc249,774$5.47M0.06%+16,16813F-HRTimeline
OneDigital Investment Advisors LLC249,339$5.46M0.05%+96413F-HRTimeline
Krilogy Financial LLC248,164$5.44M0.18%+3,22813F-HRTimeline
Signature Wealth Management Group248,077$5.43M2.06%-29813F-HRTimeline
IFP Advisors, Inc247,605$5.42M0.11%+20,09213F-HRTimeline
Windsor Capital Management, LLC242,413$5.31M1.5%+13,89213F-HRTimeline
4Thought Financial Group Inc.238,935$5.23M2.59%-78713F-HRTimeline
HANCOCK WHITNEY CORP238,254$5.22M0.09%+13,36813F-HRTimeline
InvesTrust229,146$5.02M2.11%+177,79213F-HRTimeline
Cetera Investment Advisers215,922$4.73M0.01%-13,92313F-HRTimeline
Quantum Financial Advisors, LLC212,432$4.65M0.52%+51,12413F-HRTimeline
MEMBERS WEALTH LLC206,258$4.53M2.7%+12,37813F-HRTimeline
Winthrop Partners - WNY, LLC205,951$4.51M2.4%+9,08313F-HRTimeline
Houlihan Financial Resource Group, Ltd.204,550$4.48M1.74%+7,20213F-HRTimeline
Chicago Partners Investment Group LLC199,216$4.37M0.1%+187,96013F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.199,390$4.36M2.34%-1,47013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…199,514$4.36M0.03%+81,38913F-HRTimelineGroup
Rossmore Private Capital189,174$4.14M0.37%+11,14113F-HRTimeline
HAMEL ASSOCIATES, INC.187,388$4.1M1.17%+24,43213F-HRTimeline
Beacon Pointe Advisors, LLC184,786$4.04M0.02%+35,17213F-HRTimeline
Gotham Asset Management, LLC180,543$3.95M0.01%+89,36713F-HRTimeline
ROMANO BROTHERS AND COMPANY173,658$3.8M0.43%+17,88113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.172,950$3.79M0.01%+22,52413F-HRTimelineGroup
MCF Advisors LLC171,040$3.74M0.16%+1,05613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.170,512$3.73M0.04%+66,19013F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC165,622$3.63M0.24%+11,22113F-HRTimeline
ADIRONDACK TRUST CO163,854$3.59M1.2%+31,02813F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC162,299$3.55M0.71%+6,51313F-HRTimeline
Penobscot Investment Management Company…157,647$3.45M0.27%+27,20513F-HRTimeline
Cornell Pochily Investment Advisors, In…157,166$3.44M1.01%+75,78413F-HRTimeline
FourThought Financial Partners, LLC154,184$3.38M0.29%+60,25813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP155,004$3.37M<0.01%+34,04713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…150,524$3.29M0.01%-30,88013F-HRTimeline
Stonebrook Private Inc.150,128$3.29M0.7%+5,23113F-HRTimeline
J.W. COLE ADVISORS, INC.145,186$3.18M0.11%+15,68413F-HRTimeline
SPINNAKER TRUST133,607$2.92M0.16%+57,51713F-HRTimeline
Arcataur Capital Management LLC133,598$2.92M0.81%+21,20013F-HRTimeline
LifePlan Financial, LLC129,615$2.84M2.1%+7,25313F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.129,102$2.83M0.18%+19,48713F-HRTimeline
Twin Cities Retirement Group LLC125,020$2.74M2.5%+9,54113F-HRTimeline
Leo Wealth, LLC123,651$2.71M0.2%+12,22713F-HRTimeline
Valmark Advisers, Inc.122,361$2.68M0.03%+17,29813F-HRTimeline
KINTRA WEALTH, LLC121,216$2.65M0.19%+32,29713F-HRTimeline
Laurel Wealth Advisors LLC118,700$2.59M0.26%+17,80013F-HRTimeline
SHUFRO ROSE & CO LLC115,706$2.53M0.17%new13F-HRTimeline
Sowell Financial Services LLC115,070$2.52M0.09%+31,64513F-HRTimeline
Keeler Thomas Management LLC113,563$2.49M1.05%-87,26413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC112,363$2.46M0.04%+30,74513F-HRTimeline
Beaumont Asset Management, L.L.C.111,603$2.44M1.1%+41,47513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp108,993$2.39M0.06%+10,36913F-HRTimelineGroup
INSTRUMENTAL WEALTH, LLC108,200$2.37M1.46%+68213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC102,410$2.24M<0.01%new13F-HRTimelineGroup
Roble, Belko & Company, Inc102,380$2.24M0.28%+75,97813F-HRTimeline
AssuredPartners Investment Advisors, LLC102,378$2.23M0.24%new13F-HRTimeline
Segment Wealth Management, LLC101,755$2.23M0.13%+14,94513F-HRTimeline
Godshalk Welsh Capital Management, Inc.95,100$2.08M1.21%+33,50013F-HRTimeline
Meridian Wealth Management, LLC95,051$2.08M0.07%+3,93113F-HRTimeline
LFA - Lugano Financial Advisors SA94,493$2.05M1.04%+6,73113F-HRTimeline
Merit Financial Group, LLC93,225$2.04M0.02%+28,83813F-HRTimeline
Strid Group, LLC91,692$2.01M0.25%new13F-HRTimeline
Composition Wealth, LLC91,379$2M0.03%+32,46913F-HRTimeline
WRAPMANAGER INC89,520$1.96M0.68%+1,80913F-HRTimeline
Resonant Capital Advisors, LLC88,825$1.94M0.1%+6,85813F-HRTimeline
10Elms LLP88,425$1.94M1.22%+60,78413F-HRTimeline
CABOT WEALTH MANAGEMENT INC87,399$1.91M0.22%+11,58313F-HRTimeline
Wealthstar Advisors, LLC84,206$1.84M1.1%+2,40413F-HRTimeline
Crews Bank & Trust80,515$1.76M0.26%+4,05513F-HRTimeline
BEACON FINANCIAL GROUP80,196$1.76M0.18%+89513F-HRTimeline
Breachway Investments LLC79,635$1.74M1.67%+85013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC77,813$1.7M0.02%+73613F-HRTimeline
Cherry Tree Wealth Management, LLC74,620$1.63M0.35%+1,86013F-HRTimeline
SONATA CAPITAL GROUP INC68,444$1.5M0.55%+12,83313F-HRTimeline
NESTEGG ADVISORS, INC.68,427$1.5M1.32%-142,54613F-HRTimeline
Chesley Taft & Associates LLC68,000$1.49M0.06%013F-HRTimeline
Private Advisor Group, LLC67,990$1.49M0.01%+6,27913F-HRTimeline
OFS Enterprise LLC65,985$1.44M0.42%13F-HRTimeline
HARBOR ADVISORY CORP /MA/63,049$1.38M0.41%+16,16313F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD63,000$1.38M0.02%+13,46013F-HRTimelineGroup
Paradigm, Strategies in Wealth Manageme…62,562$1.37M0.93%-3,29513F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC60,971$1.33M0.28%-9,17613F-HRTimeline
NovaPoint Capital, LLC60,157$1.32M0.33%+1,11013F-HRTimeline
OLD MISSION CAPITAL LLC58,490$1.28M0.03%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…55,195$1.21M<0.01%+27,63313F-HRTimelineGroup
Bullock Wealth Management Group55,246$1.21M0.61%+11,55213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC53,924$1.18M<0.01%new13F-HRTimelineGroup
Archford Capital Strategies, LLC53,860$1.18M0.13%-1,13413F-HRTimeline
SAX WEALTH ADVISORS, LLC52,960$1.17M0.06%013F-HRTimeline
Bank of New Hampshire53,330$1.17M0.27%+3,29513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC53,124$1.16M0.09%+18,49713F-HRTimeline
COWA, LLC53,062$1.16M0.31%+10,66213F-HRTimeline
Montecito Bank & Trust53,009$1.16M0.19%+7,64313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …51,103$1.12M0.01%-2,59013F-HRTimelineGroup
First Fiduciary Investment Counsel, Inc.50,953$1.11M0.22%-64713F-HRTimeline
Farmers National Bank49,859$1.09M0.24%+1,51613F-HRTimeline
Jefferson Bridge Capital, LLC46,839$1.03M1.02%+6,68913F-HRTimeline
MONECO ADVISORS, LLC46,524$1.02M0.08%+8,62813F-HRTimeline
Madden Advisory Services, Inc.45,735$1M0.39%new13F-HRTimeline
Jacobi Capital Management LLC45,364$993K0.06%+4,59813F-HRTimeline
McGlone Suttner Wealth Management, Inc.45,361$993K0.13%+6,90813F-HRTimeline
REDW Wealth LLC45,358$993K0.4%-2,42213F-HRTimeline
Gilbert & Cook, Inc.44,817$981K0.13%-3,39713F-HRTimeline
Farther Finance Advisors, LLC43,512$949K0.01%-1,05813F-HRTimeline
Gryphon Financial Partners LLC43,346$949K0.1%+26,41313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…42,835$938K0.03%-17,58513F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP42,274$925K0.01%new13F-HRTimelineGroup
Belpointe Asset Management LLC42,104$922K0.03%+90913F-HRTimeline
LITTLE HOUSE CAPITAL LLC41,715$913K0.24%-7,00013F-HRTimeline
Integrated Wealth Concepts LLC40,157$879K0.01%-2,36413F-HRTimeline
Foundry Financial Group, Inc.40,155$879K0.44%+2,51213F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…39,450$864K0.07%+23,85013F-HRTimelineGroup
Granite Harbor Advisors, Inc.39,311$861K0.38%+28,25913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.38,684$854K0.01%+16,65613F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.38,935$852K0.03%+15,46513F-HRTimeline
Reliant Wealth Planning37,677$825K0.25%+4,31113F-HRTimeline
DUNCKER STREETT & CO INC37,209$814K0.15%new13F-HRTimeline
Creative Planningin group Creative Planning36,272$794K<0.01%+11,60613F-HRTimelineGroup
BLUE SQUARE ASSET MANAGEMENT, LLC36,227$793K0.38%-90113F-HRTimeline
First Interstate Bank36,029$789K0.04%+3,24713F-HRTimeline
NOVEM GROUP35,974$787K0.09%-390,97513F-HRTimeline
Foundation Wealth Management, LLC34,706$760K0.51%+5,48113F-HRTimeline
Conrad Siegel Investment Advisors, Inc.33,417$731K0.13%+22,51313F-HRTimeline
Gilbert Capital Group, Inc.33,033$723K0.56%+70413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management32,604$714K0.01%-42013F-HRTimelineGroup
Aprio Wealth Management, LLC32,516$712K0.04%new13F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…32,472$711K0.1%-2,29313F-HRTimeline
DecisionMap Wealth Management, LLC32,447$710K0.46%+1,15713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp31,441$688K<0.01%+15,36413F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth31,392$687K<0.01%+87313F-HRTimelineGroup