Skip to content
Disclosery

IBDW ISHARES TR

Follow

IBONDS DEC 2031 (fund)

260 managers (261 13F filers) reported a position in IBDW shares at 2025-12-31, 80,711,286 shares in all. 28 filers opened a position and 12 filers sold out during the quarter.

Managers
260
13F filers
261
New
28
Added
152
Reduced
38
Sold out
12
Shares held by filers
80,711,286

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Great Diamond Partners, LLC14,457$306K0.06%new13F-HRTimeline
Foundation Wealth Management, LLC14,285$302K0.2%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…14,073$298K0.01%-70613F-HRTimelineGroup
Reliant Wealth Planning13,497$285K0.09%+2,35913F-HRTimeline
Gilbert Capital Group, Inc.12,831$271K0.2%+1,11013F-HRTimeline
Gratus Wealth Advisors, LLC12,693$268K0.04%013F-HRTimeline
Accretive Wealth Partners, LLC12,265$259K0.08%013F-HRTimeline
MinichMacGregor Wealth Management, LLC12,206$258K0.05%013F-HRTimeline
Hyposwiss Advisors SA12,095$256K0.25%13F-HRTimeline
Chicago Partners Investment Group LLC11,928$253K0.01%+14013F-HRTimeline
Kesler, Norman & Wride, LLC11,908$252K0.04%013F-HRTimeline
LINCOLN CAPITAL CORP11,863$251K0.09%-1,67113F-HRTimeline
Journey Advisory Group, LLC11,800$250K0.02%new13F-HRTimeline
Johnson Bixby & Associates, LLC11,725$248K0.03%+1,17713F-HRTimeline
Granite Harbor Advisors, Inc.11,544$244K0.1%-31,08113F-HRTimeline
NWAM LLC11,103$235K0.01%+12213F-HRTimeline
HANOVER ADVISORS INC10,905$231K0.09%new13F-HRTimeline
MML INVESTORS SERVICES, LLC10,691$226K<0.01%-6013F-HRTimeline
Van Hulzen Asset Management, LLC10,462$221K0.02%new13F-HRTimeline
SCOTIA CAPITAL INC.10,000$212K<0.01%013F-HRTimeline
GTS SECURITIES LLC9,909$210K0.01%new13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC9,848$208K0.08%-1313F-HRTimeline
Koshinski Asset Management, Inc.9,775$207K0.01%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,764$206K0.01%+15213F-HRTimeline
DEARBORN PARTNERS LLC9,723$206K0.01%new13F-HRTimeline
STAR Financial Bank9,606$203K0.1%-33913F-HRTimeline
Mendota Financial Group, LLC9,222$195K0.14%013F-HRTimeline
Princeton Global Asset Management LLC8,257$175K0.03%-2,30413F-HRTimeline
Trust Co8,180$173K0.02%+1,42313F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise7,160$151K0.01%-56213F-HRTimelineGroup
Bogart Wealth, LLC6,291$133K0.01%+1,04313F-HRTimeline
Steward Partners Investment Advisory, L…5,779$122K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,567$118K<0.01%-44613F-HRTimeline
Pioneer Family Office, LLC4,741$100K0.07%13F-HRTimeline
MidFirst Bank4,353$92.1K0.01%13F-HRTimeline
FMR LLCin group FMR LLC4,351$92K<0.01%new13F-HRTimelineGroup
Boreal Capital Management LLC0$84.6K0.06%013F-HRTimelineAmount filed as zero, left out of ratios.
CNB Bank3,761$79.5K0.03%-2,34013F-HRTimeline
Wilmington Savings Fund Society, FSB3,750$79.3K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA3,250$68.7K<0.01%new13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC3,065$64.8K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC2,433$51.5K0.01%-10,65913F-HRTimeline
BARRETT & COMPANY, INC.2,190$46.3K0.02%-4,54513F-HRTimeline
Larson Financial Group LLC1,995$42.2K<0.01%-16913F-HRTimeline
Allworth Financial LP1,654$35K<0.01%-2,32813F-HRTimeline
PRIVATE TRUST CO NA1,638$34.6K<0.01%+34813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,320$28K<0.01%013F-HR/ATimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC1,274$26.9K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,195$25.3K<0.01%013F-HRTimelineGroup
MASECO LLP960$20.3K<0.01%new13F-HRTimeline
AE Wealth Management LLC836$17.7K<0.01%+19313F-HRTimeline
Key Financial Inc780$16.5K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/711$15K<0.01%+1113F-HRTimelineGroup
Rossby Financial, LCC538$11.4K<0.01%-38113F-HRTimeline
2UniFi Bank272$5.75K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.188$4K<0.01%+313F-HRTimeline
IFC & Insurance Marketing, Inc.121$3K<0.01%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO126$2.67K<0.01%-318,90313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.62$1.31K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC53$1.14K<0.01%013F-HRTimeline