Skip to content
Disclosery

IBDW ISHARES TR

Follow

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
Lee Financial Co20,000$417K0.05%013F-HRTimeline
Sterling Investment Advisors, Ltd.19,385$404K0.07%013F-HRTimeline
Mutual Advisors, LLC18,991$396K0.01%+6413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,880$393K<0.01%013F-HRTimelineGroup
Kovack Advisors, Inc.18,698$390K0.02%013F-HRTimeline
First Interstate Bank17,684$369K0.02%013F-HRTimeline
ProVise Management Group, LLC17,617$367K0.02%+3,32713F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC17,508$365K0.02%+4,20113F-HRTimeline
SIMON QUICK ADVISORS, LLC17,387$362K0.01%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management16,955$353K<0.01%+22113F-HRTimelineGroup
RVW Wealth, LLC16,560$345K0.02%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise16,438$343K0.02%+27413F-HRTimelineGroup
Madrid Wealth Management, LLC16,368$341K0.22%013F-HRTimeline
Gilbert Capital Group, Inc.16,144$336K0.24%-1,50613F-HRTimeline
1900 WEALTH MANAGEMENT LLC15,971$333K0.02%new13F-HRTimeline
Passive Capital Management, LLC.15,719$332K0.1%013F-HRTimeline
Hyposwiss Advisors SA15,935$332K0.31%+1,50013F-HRTimeline
Cornerstone Wealth Management, LLC15,546$324K0.01%+4913F-HRTimeline
CGN Advisors LLC15,472$322K0.02%-1,89913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…15,328$319K0.01%013F-HRTimelineGroup
Berkshire Money Management, Inc.14,224$296K0.03%new13F-HRTimeline
DEARBORN PARTNERS LLC14,122$294K0.02%+3,19013F-HR/ATimeline
Accretive Wealth Partners, LLC13,894$290K0.07%013F-HRTimeline
FOCUSED ALPHA, LLC13,823$288K0.07%+21013F-HRTimeline
Betterment LLC13,764$287K<0.01%+2,24813F-HRTimeline
Reliant Wealth Planning13,497$281K0.08%013F-HRTimeline
IHT Wealth Management, LLC13,477$281K0.01%+15813F-HRTimeline
Addison Advisors LLC13,360$278K0.13%-2,91513F-HRTimeline
TFR Capital, LLC.13,172$275K0.08%new13F-HRTimeline
BEACON FINANCIAL PLANNING, INC13,051$272K0.09%+67913F-HRTimeline
Gratus Wealth Advisors, LLC12,693$265K0.03%013F-HRTimeline
Avidian Wealth Enterprises, LLC12,509$261K0.01%+1,79913F-HRTimeline
Kesler, Norman & Wride, LLC12,381$258K0.04%013F-HRTimeline
MinichMacGregor Wealth Management, LLC12,206$254K0.04%013F-HRTimeline
Johnson Bixby & Associates, LLC11,913$248K0.03%+9813F-HRTimeline
LINCOLN CAPITAL CORP11,829$247K0.08%+1,02513F-HRTimeline
Journey Advisory Group, LLC11,800$246K0.02%013F-HRTimeline
Farnam Financial LLC11,665$243K0.18%013F-HRTimeline
Granite Harbor Advisors, Inc.11,544$241K0.1%013F-HRTimeline
Koshinski Asset Management, Inc.11,457$239K0.01%+1,27113F-HRTimeline
NWAM LLC11,309$236K0.01%+12613F-HRTimeline
HANOVER ADVISORS INC11,155$232K0.08%+50813F-HRTimeline
Global Retirement Partners, LLC10,602$221K<0.01%13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,366$216K0.01%+52713F-HRTimeline
MML INVESTORS SERVICES, LLC10,312$215K<0.01%-7113F-HRTimeline
Moors & Cabot, Inc.10,246$214K0.01%new13F-HRTimeline
SCOTIA CAPITAL INC.10,000$208K<0.01%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC9,960$208K0.01%new13F-HRTimelineGroup
CHOREO, LLC9,625$201K<0.01%new13F-HRTimeline
Plancorp, LLC9,708$200K<0.01%+11413F-HRTimeline
Bogart Wealth, LLC9,346$195K0.01%013F-HRTimeline
Trust Co8,211$171K0.02%013F-HRTimeline
BARRETT & COMPANY, INC.7,690$160K0.04%-4513F-HRTimeline
Acropolis Investment Management, LLC6,890$144K0.01%013F-HR/ATimeline
Allworth Financial LP6,424$134K<0.01%+3,65213F-HRTimeline
HARBOUR INVESTMENTS, INC.5,675$118K<0.01%+6713F-HRTimeline
Physician Wealth Advisors, Inc.5,552$116K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,492$114K<0.01%new13F-HRTimelineGroup
PITTENGER & ANDERSON INC5,000$104K<0.01%+2,40013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,946$103K<0.01%-18413F-HRTimelineGroup
Pioneer Family Office, LLC4,741$98.8K0.05%new13F-HRTimeline
Boreal Capital Management LLC0$83.4K0.06%new13F-HRTimelineAmount filed as zero, left out of ratios.
CNB Bank3,930$81.9K0.03%+18713F-HRTimeline
Wilmington Savings Fund Society, FSB3,750$78.2K<0.01%013F-HRTimeline
BALLAST ADVISORS LLC2,886$60.1K0.01%+1,44413F-HRTimeline
TRUST CO OF VERMONT2,435$50.7K<0.01%13F-HRTimeline
Provenance Wealth Advisors, LLC2,433$50.7K<0.01%013F-HRTimeline
SIGNATUREFD, LLC2,400$50K<0.01%new13F-HRTimeline
Larson Financial Group LLC2,027$42.2K<0.01%+2013F-HRTimeline
EASTERN BANK1,950$40.6K<0.01%+1,00013F-HRTimeline
Rossby Financial, LCC1,881$39.2K0.01%+97013F-HRTimeline
Steward Partners Investment Advisory, L…1,877$39.1K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank1,835$38.2K0.01%013F-HRTimelineGroup
Fairway Wealth LLC1,745$36.4K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA1,638$34.1K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,406$29.3K<0.01%+41913F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC1,376$28.7K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,367$28.5K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,320$28K<0.01%013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC1,274$26.6K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,195$24.9K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/725$15.1K<0.01%+813F-HRTimelineGroup
Key Financial Inc680$14.2K<0.01%-10013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC450$9.38K0.01%new13F-HRTimeline
AE Wealth Management LLC302$6.29K<0.01%-15213F-HRTimeline
NBH Bank272$5.67K<0.01%13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC105$2.19K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC54$1.14K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC18$375<0.01%-657,34513F-HRTimeline