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Disclosery

IBDW ISHARES TR

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IBONDS DEC 2031 (fund)

289 managers (291 13F filers) reported a position in IBDW shares at 2026-06-30, 93,387,592 shares in all. 25 filers opened a position and 20 filers sold out during the quarter.

Managers
289
13F filers
291
New
25
Added
170
Reduced
47
Sold out
20
Shares held by filers
93,387,592

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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, LLC7,526,023$157M1.15%+132,71913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,468,188$114M0.01%+301,40113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,872,246$102M0.01%-186,58113F-HRTimelineGroup
Capital Investment Advisors, LLC4,032,502$84M1.11%+190,96113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,493,863$72.8M0.02%-72,66413F-HRTimelineGroup
CAPITAL ADVISORS INC/OK3,366,208$70.2M1.03%+49,45813F-HRTimeline
Venture Visionary Partners LLC3,118,072$65M1.81%+264,64513F-HRTimeline
HighTower Advisors, LLC3,053,931$63.6M0.06%+1,280,30213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,330,862$48.6M0.01%+250,54913F-HRTimelineGroup
Sarver Vrooman Wealth Advisors2,220,499$46.1M27.48%+26,31813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,056,315$42.9M0.01%-2,04913F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,974,964$41.2M0.01%+80,33413F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC1,899,841$39.6M1.93%+83,82913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,890,508$39.4M0.05%+980,97913F-HR/ATimeline
Advisors Capital Management, LLC1,859,275$38.7M0.41%+110,01313F-HRTimeline
Klingman & Associates, LLC1,766,564$36.8M1.57%+66,76613F-HRTimeline
SUMMITRY LLC1,659,714$34.6M1.14%+55,09213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,536,466$32M0.01%-71,28513F-HRTimelineGroup
Summit Financial, LLC1,399,981$29.2M0.32%-500,25413F-HRTimeline
Sound View Wealth Advisors Group, LLC1,323,935$27.6M1.71%+141,09113F-HRTimeline
NewEdge Advisors, LLC1,210,400$25.2M0.08%+40,06313F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC1,127,880$23.5M1.28%+191,54513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.919,403$19.2M1.7%+7,28013F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\892,375$18.6M0.02%+1,08013F-HRTimelineGroup
EP Wealth Advisors, LLC868,068$18.1M0.07%+136,93913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.814,335$17M<0.01%+814,27313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC802,813$16.7M0.02%+33,06813F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp741,952$15.5M1.39%+19,19413F-HRTimelineGroup
LPL Financial LLC724,949$15.1M<0.01%+75,16913F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC684,857$14.3M0.51%+164,03113F-HRTimeline
Ironwood Financial, llc660,559$13.6M2.13%+91,14813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…643,295$13.4M0.02%+11,14113F-HRTimelineGroup
Envision Financial Planning, LLC641,798$13.4M4.35%+2,03113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC603,204$12.6M0.04%-93,24113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC583,372$12.2M0.01%-66,20613F-HRTimelineGroup
PFG Private Wealth Management, LLC578,995$12.1M5.23%-50,51213F-HRTimeline
Janney Montgomery Scott LLC578,338$12.1M0.02%+99,71613F-HRTimeline
Probity Advisors, Inc.573,243$11.9M1.71%+48,63913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC532,424$11.1M0.01%+307,72213F-HRTimelineGroup
First National Trust Co520,124$10.8M0.37%+69,97813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP508,581$10.6M0.01%+85,54513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding502,159$10.5M+55,801Timeline
Parkway Wealth Management Group, LLC486,711$10.1M1.17%+3,78013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp463,988$9.67M0.16%+36,39413F-HRTimelineGroup
Cornerstone Planning, LLC458,296$9.55M2.21%+11,74713F-HRTimeline
Windsor Capital Management, LLC433,744$9.04M2.35%+397,38613F-HRTimeline
COWA, LLC433,167$9.03M2.26%+24,52313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…431,279$8.99M<0.01%+24,46513F-HRTimelineGroup
Guidance Point Advisors, LLC431,138$8.99M1.9%+8,99613F-HRTimeline
Glenview Trust Co430,124$8.96M0.12%+36,89713F-HR/ATimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co405,071$8.44M0.36%+340,37913F-HRTimelineGroup
SPRENG CAPITAL MANAGEMENT, INC.391,643$8.16M2.97%+10,44413F-HRTimeline
Snowden Capital Advisors LLC386,984$8.06M0.19%+6,34013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP369,802$7.71M0.47%+20,22513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC355,795$7.41M<0.01%+7,05213F-HRTimelineGroup
Peloton Wealth Strategists343,750$7.16M2.65%+36,40013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…316,874$6.6M0.06%new13F-HRTimelineGroup
Parallel Advisors, LLC313,991$6.54M0.1%+21,87013F-HRTimeline
Praetorian Wealth Management, Inc.306,517$6.39M1.1%+10,27313F-HRTimeline
4Thought Financial Group Inc.301,622$6.29M2.95%+56,93813F-HRTimeline
Cheviot Value Management, LLC298,110$6.21M0.63%-2,02013F-HRTimeline
HANCOCK WHITNEY CORP295,165$6.15M0.1%+3,99213F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV277,060$5.77M1.31%+27,88913F-HRTimeline
Beaumont Asset Management, L.L.C.276,416$5.76M2.24%+19,56513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.268,177$5.59M0.01%+5,54213F-HRTimelineGroup
Krilogy Financial LLC267,705$5.58M0.17%-1,36513F-HRTimeline
ADIRONDACK TRUST CO259,253$5.4M1.61%+14,80913F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.242,115$5.05M2.51%+50,30013F-HRTimeline
Sanctuary Advisors, LLC235,560$4.91M0.02%+43,45713F-HRTimeline
CENTRAL TRUST Co231,504$4.82M0.09%+41,16413F-HRTimeline
Winthrop Partners - WNY, LLC222,319$4.63M2.29%+9,54313F-HRTimeline
Chicago Partners Investment Group LLC210,919$4.34M0.09%+2,47513F-HRTimeline
Wilkins Miller Wealth Management, LLC207,018$4.31M2.37%-4,42313F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC203,531$4.24M0.71%+33,12113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC201,721$4.2M0.05%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC193,491$4.03M0.04%-26,07513F-HRTimelineGroup
Cetera Investment Advisers192,734$4.02M<0.01%+27,72913F-HRTimeline
Houlihan Financial Resource Group, Ltd.186,267$3.88M1.38%+19,32113F-HRTimeline
Clearstead Advisors, LLC185,948$3.88M0.04%-36713F-HRTimeline
OneDigital Investment Advisors LLC185,102$3.86M0.03%-28,45413F-HRTimeline
Rossmore Private Capital171,546$3.58M0.29%+12,17013F-HRTimeline
Quantum Financial Advisors, LLC167,044$3.48M0.34%+9,17213F-HRTimeline
Beacon Pointe Advisors, LLC164,663$3.43M0.02%+10,95913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC163,040$3.4M<0.01%013F-HRTimelineGroup
MCF Advisors LLC155,130$3.23M0.12%+1,65213F-HRTimeline
MEMBERS WEALTH LLC150,935$3.15M1.72%+12,01713F-HRTimeline
Valmark Advisers, Inc.140,059$2.92M0.03%+32,83013F-HRTimeline
Segment Wealth Management, LLC139,435$2.91M0.15%+10,98013F-HRTimeline
IFP Advisors, Inc137,046$2.86M0.05%-2,72713F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC134,439$2.8M0.17%+13,04713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…132,320$2.74M<0.01%+37,25613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.129,141$2.69M0.03%-26913F-HRTimelineGroup
Marathon Mission, Inc.126,006$2.63M1.31%-4,56013F-HRTimeline
Atria Investments, Inc125,871$2.62M0.03%+13,69813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP124,636$2.6M<0.01%+19,54713F-HRTimelineGroup
KINTRA WEALTH, LLC125,217$2.59M0.14%-1,27413F-HRTimeline
Modern Wealth Management, LLC122,246$2.55M0.03%new13F-HRTimeline
Wealthstar Advisors, LLC118,934$2.48M1.23%+17913F-HRTimeline
Commonwealth Financial Services, LLC118,177$2.46M0.33%-342,09613F-HRTimeline
Stonebrook Private Inc.117,475$2.45M0.45%+1,68613F-HRTimeline
HAMEL ASSOCIATES, INC.116,752$2.43M0.67%+11,23713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…115,815$2.41M0.01%+23,49113F-HRTimelineGroup
Cambridge Investment Research Advisors,…111,633$2.33M0.01%+27,42213F-HR/ATimeline
10Elms LLP111,263$2.32M0.98%+44,72913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…108,227$2.26M<0.01%+96,93813F-HRTimelineGroup
LifePlan Financial, LLC107,249$2.24M1.57%+37,54913F-HRTimeline
Archford Capital Strategies, LLC106,653$2.22M0.23%-4,89413F-HRTimeline
Roble, Belko & Company, Inc104,751$2.18M0.24%+48,22013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC101,934$2.12M0.12%-3,19113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC101,818$2.12M0.03%+7,96713F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp100,092$2.09M0.05%+14,48313F-HRTimelineGroup
Laurel Wealth Advisors LLC97,590$2.03M0.2%+19,80013F-HRTimeline
Chesley Taft & Associates LLC97,400$2.03M0.08%+8,90013F-HRTimeline
Belpointe Asset Management LLC94,291$1.97M0.06%+7,67713F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.93,624$1.95M0.11%+5,53013F-HRTimeline
Meridian Wealth Management, LLC91,217$1.9M0.06%+8,42513F-HRTimeline
AssuredPartners Investment Advisors, LLC91,206$1.9M0.18%+25,87713F-HRTimeline
FourThought Financial Partners, LLC89,580$1.87M0.14%+19,28213F-HRTimeline
ROMANO BROTHERS AND COMPANY87,540$1.82M0.18%+10,83213F-HRTimeline
WRAPMANAGER INC84,395$1.76M0.55%-8,24913F-HRTimeline
SPINNAKER TRUST80,939$1.69M0.08%+26,07613F-HRTimeline
Penobscot Investment Management Company…79,070$1.65M0.11%+11,35013F-HRTimeline
J.W. COLE ADVISORS, INC.78,848$1.64M0.03%+3,85313F-HRTimeline
McGlone Suttner Wealth Management, Inc.78,607$1.64M0.19%+5,33813F-HRTimeline
REDW Wealth LLC72,386$1.51M0.54%-3,94413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC71,316$1.49M0.02%-2,46613F-HRTimeline
Bullock Wealth Management Group71,524$1.48M0.64%13F-HRTimeline
BEACON FINANCIAL GROUP71,158$1.48M0.13%-2,89713F-HRTimeline
Resonant Capital Advisors, LLC70,766$1.47M0.07%-5,83913F-HRTimeline
Strid Group, LLC69,836$1.46M0.16%+21,44213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP69,473$1.45M<0.01%+11,28013F-HRTimelineGroup
Godshalk Welsh Capital Management, Inc.68,550$1.43M0.77%+6,50013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC68,538$1.43M0.01%-1,00313F-HRTimelineGroup
Sowell Financial Services LLC68,497$1.43M0.05%+5,86513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth67,289$1.4M<0.01%+34,23613F-HRTimelineGroup
NovaPoint Capital, LLC66,724$1.39M0.29%+1,54013F-HRTimeline
Creative Planningin group Creative Planning66,270$1.38M<0.01%+1,29213F-HRTimelineGroup
Camelot Portfolios, LLC65,034$1.36M0.96%+3,96713F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC63,169$1.32M0.23%-23213F-HRTimeline
Montecito Bank & Trust62,795$1.31M0.2%+5,10313F-HRTimeline
Bank of New Hampshire61,420$1.28M0.27%013F-HRTimeline
Breachway Investments LLC61,265$1.28M1.92%+8,10013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC60,512$1.26M0.31%new13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC60,290$1.26M0.08%+1,98013F-HRTimeline
Integrated Wealth Concepts LLC58,554$1.22M0.01%+27,60213F-HRTimeline
Paradigm, Strategies in Wealth Manageme…57,443$1.2M0.73%-2,62113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …56,904$1.19M0.01%+11,12313F-HRTimelineGroup
Merit Financial Group, LLC54,256$1.13M0.01%+14,29313F-HR/ATimeline
Newman Dignan & Sheerar, Inc.53,698$1.12M0.21%+4,40013F-HRTimeline
Jacobi Capital Management LLC51,976$1.08M0.05%+12,46913F-HRTimeline
Yoder Wealth Management, Inc.49,815$1.04M0.41%+10,30013F-HRTimeline
Jefferson Bridge Capital, LLC47,210$984K0.85%+5,47213F-HRTimeline
Gilbert & Cook, Inc.46,743$974K0.11%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…45,744$953K<0.01%+12,30113F-HRTimelineGroup
Farmers National Bank45,709$953K0.2%+1,05413F-HRTimeline
LITTLE HOUSE CAPITAL LLC44,660$931K0.21%+1,11613F-HRTimeline
Cornell Pochily Investment Advisors, In…44,367$925K0.25%-2,98713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS42,343$882K<0.01%-4,53813F-HRTimeline
HM PAYSON & CO41,419$863K0.01%+12,51913F-HRTimeline
Gradient Capital Advisors, LLC40,801$850K0.2%013F-HRTimeline
SONATA CAPITAL GROUP INC40,662$847K0.27%+24113F-HRTimeline
Great Diamond Partners, LLC38,383$800K0.14%+17,51613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp37,144$774K<0.01%+48213F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.36,852$768K0.03%+6,26713F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS36,336$757K0.08%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.34,097$711K0.3%+1,09513F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…33,186$692K0.09%013F-HRTimeline
InvesTrust32,421$676K0.26%new13F-HRTimeline
Aspen Wealth Management LLC32,055$668K0.11%new13F-HRTimeline
HARBOR ADVISORY CORP /MA/31,273$652K0.17%new13F-HRTimeline
Redwood Financial Network Corp31,215$651K0.36%+1,45913F-HRTimeline
Conrad Siegel Investment Advisors, Inc.31,083$648K0.11%+37513F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…30,911$644K<0.01%013F-HRTimeline
Composition Wealth, LLC30,363$633K0.01%-42113F-HRTimeline
DecisionMap Wealth Management, LLC30,078$627K0.35%-32313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…29,714$619K0.02%-15,08513F-HRTimelineGroup
Stokes Family Office, LLC29,480$614K0.07%+4,75013F-HRTimeline
XML Financial, LLC27,758$578K0.04%+3,11513F-HRTimeline
Farther Finance Advisors, LLC26,952$562K<0.01%+7,36513F-HRTimeline
Summit Wealth Partners, LLC26,517$553K0.08%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC26,240$547K0.04%+20,25913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC26,159$545K0.01%new13F-HRTimeline
Community Financial Services Group, LLC25,258$524K0.08%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC25,000$521K0.03%013F-HRTimeline
SAX WEALTH ADVISORS, LLC24,510$513K0.02%+1,15313F-HRTimeline
Twin Cities Retirement Group LLC23,718$494K0.42%+28213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.23,121$482K0.01%+26913F-HRTimeline
4J Wealth Management LLC23,010$480K0.24%013F-HRTimeline
Advisory Services Network, LLC22,753$474K0.01%+2,52113F-HRTimeline
Ellis Investment Partners, LLC22,575$470K0.07%+38813F-HRTimeline
Van Hulzen Asset Management, LLC22,222$463K0.03%-1,54913F-HRTimeline
Gryphon Financial Partners LLC21,514$448K0.04%-1,14413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding21,660$447KnewTimeline
American Money Management, LLC21,001$438K0.06%013F-HRTimeline
Crews Bank & Trust20,860$435K0.06%-5,13013F-HRTimeline
Greater Midwest Financial Group, LLC20,615$430K0.21%+19813F-HRTimeline
Foundation Wealth Management, LLC20,479$427K0.25%+2,79513F-HRTimeline
Clearstead Trust, LLC20,420$426K0.06%013F-HRTimeline
Princeton Global Asset Management LLC20,412$425K0.06%+9,00413F-HRTimeline
MidFirst Bank20,037$418K0.03%+10,53413F-HRTimeline