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IBDW ISHARES TR

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IBONDS DEC 2031 (fund)

233 managers (234 13F filers) reported a position in IBDW shares at 2025-09-30, 68,725,312 shares in all. 32 filers opened a position and 9 filers sold out during the quarter.

Managers
233
13F filers
234
New
32
Added
136
Reduced
25
Sold out
9
Shares held by filers
68,725,312

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
Mendota Financial Group, LLC9,222$196K0.15%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise7,722$164K0.01%+1,30913F-HRTimelineGroup
Trust Co6,757$143K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.6,735$140K0.05%new13F-HRTimeline
CNB Bank6,101$129K0.05%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.6,013$128K<0.01%+6413F-HRTimeline
Steward Partners Investment Advisory, L…5,779$123K<0.01%+71413F-HRTimeline
Bogart Wealth, LLC5,248$111K<0.01%013F-HRTimeline
Boreal Capital Management LLC0$84.9K0.07%013F-HRTimelineAmount filed as zero, left out of ratios.
Allworth Financial LP3,982$84.5K<0.01%+1,92813F-HRTimeline
Wilmington Savings Fund Society, FSB3,750$79.6K<0.01%new13F-HR/ATimeline
HARBOR INVESTMENT ADVISORY, LLC3,065$65K0.01%+56513F-HRTimeline
Larson Financial Group LLC2,164$45.9K<0.01%+213F-HRTimeline
United Community Bankin group United Community Bank1,885$40K0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,460$31K<0.01%+38713F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,367$29K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,320$28K<0.01%013F-HRTimelineGroup
Bradley & Co. Private Wealth Management…1,312$27.8K0.02%013F-HRTimeline
PRIVATE TRUST CO NA1,290$27.4K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,274$27K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,257$26.7K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,195$25.4K<0.01%013F-HRTimelineGroup
Hemington Wealth Management1,104$23K<0.01%013F-HRTimeline
Rossby Financial, LCC919$19.5K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.865$18.4K<0.01%new13F-HRTimelineGroup
Key Financial Inc780$16.5K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/700$14.9K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC643$13.6K<0.01%new13F-HRTimeline
2UniFi Bank272$5.77K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV249$5.28K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.185$4K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.62$1.32K<0.01%+113F-HRTimelineGroup
Golden State Wealth Management, LLC53$1.12K<0.01%new13F-HRTimeline