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Disclosery

IBDW ISHARES TR

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IBONDS DEC 2031 (fund)

288 managers (289 13F filers) reported a position in IBDW shares at 2026-03-31, 87,788,154 shares in all. 41 filers opened a position and 13 filers sold out during the quarter.

Managers
288
13F filers
289
New
41
Added
176
Reduced
35
Sold out
13
Shares held by filers
87,788,154

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
Mutual Advisors, LLC18,927$396K0.01%-1,06913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,880$395K<0.01%new13F-HRTimelineGroup
Kovack Advisors, Inc.18,698$391K0.02%013F-HRTimeline
Foundation Wealth Management, LLC17,684$370K0.25%+3,39913F-HRTimeline
First Interstate Bank17,684$370K0.02%+2,05313F-HRTimeline
Gilbert Capital Group, Inc.17,650$369K0.29%+4,81913F-HRTimeline
SIMON QUICK ADVISORS, LLC17,387$364K0.02%013F-HRTimeline
CGN Advisors LLC17,371$364K0.03%-13,01113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management16,734$350K<0.01%-1,26013F-HRTimelineGroup
RVW Wealth, LLC16,560$347K0.03%-7,12213F-HRTimeline
Madrid Wealth Management, LLC16,368$343K0.26%013F-HR/ATimeline
Addison Advisors LLC16,275$341K0.08%+87513F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise16,164$338K0.01%+9,00413F-HRTimelineGroup
Passive Capital Management, LLC.15,719$329K0.1%013F-HRTimeline
Keeler Thomas Management LLC15,650$328K0.14%-209,12713F-HRTimeline
Cornerstone Wealth Management, LLC15,497$324K0.02%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…15,328$321K0.01%+1,25513F-HRTimelineGroup
Hyposwiss Advisors SA14,435$302K0.3%+2,34013F-HRTimeline
ProVise Management Group, LLC14,290$299K0.02%new13F-HRTimeline
Accretive Wealth Partners, LLC13,894$291K0.08%+1,62913F-HRTimeline
FOCUSED ALPHA, LLC13,613$285K0.09%new13F-HRTimeline
Reliant Wealth Planning13,497$282K0.09%013F-HRTimeline
IHT Wealth Management, LLC13,319$279K0.01%new13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC13,307$279K0.03%new13F-HRTimeline
Gratus Wealth Advisors, LLC12,693$266K0.04%013F-HRTimeline
Kesler, Norman & Wride, LLC12,381$259K0.04%+47313F-HRTimeline
BEACON FINANCIAL PLANNING, INC12,372$259K0.1%new13F-HRTimeline
MinichMacGregor Wealth Management, LLC12,206$255K0.05%013F-HRTimeline
Johnson Bixby & Associates, LLC11,815$247K0.03%+9013F-HRTimeline
Journey Advisory Group, LLC11,800$247K0.02%013F-HRTimeline
Farnam Financial LLC11,665$244K0.2%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC11,556$242K<0.01%new13F-HRTimelineGroup
Granite Harbor Advisors, Inc.11,544$242K0.11%013F-HRTimeline
Betterment LLC11,516$241K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC11,408$239K0.04%+3,15113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,289$236K<0.01%new13F-HRTimelineGroup
NWAM LLC11,183$234K0.01%+8013F-HRTimeline
DEARBORN PARTNERS LLC10,932$229K0.01%+1,20913F-HRTimeline
LINCOLN CAPITAL CORP10,804$226K0.08%-1,05913F-HRTimeline
Avidian Wealth Enterprises, LLC10,710$224K0.01%new13F-HRTimeline
HANOVER ADVISORS INC10,647$223K0.09%-25813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT10,594$222K<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC10,383$217K<0.01%-30813F-HRTimeline
Koshinski Asset Management, Inc.10,186$213K0.01%+41113F-HRTimeline
SCOTIA CAPITAL INC.10,000$209K<0.01%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,839$205K0.01%+7513F-HRTimeline
Plancorp, LLC9,594$201K0.01%new13F-HRTimeline
MidFirst Bank9,503$199K0.02%+5,15013F-HRTimeline
Bogart Wealth, LLC9,346$196K0.01%+3,05513F-HRTimeline
Trust Co8,211$172K0.02%+3113F-HRTimeline
BARRETT & COMPANY, INC.7,735$159K0.05%+5,54513F-HRTimeline
Acropolis Investment Management, LLC6,890$144K0.01%new13F-HRTimeline
Intentional Wealth Strategies, LLC5,998$126K0.12%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,981$125K0.01%+2,91613F-HRTimeline
HARBOUR INVESTMENTS, INC.5,608$117K<0.01%+4113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,130$107K<0.01%+5,00413F-HR/ATimelineGroup
Wilmington Savings Fund Society, FSB3,750$78.5K<0.01%013F-HRTimeline
CNB Bank3,743$78.3K0.03%-1813F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…3,000$62.8K<0.01%new13F-HRTimelineGroup
Allworth Financial LP2,772$58K<0.01%+1,11813F-HRTimeline
Miller Global Investments, LLC2,630$55K0.05%new13F-HRTimeline
PITTENGER & ANDERSON INC2,600$54.4K<0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC2,433$50.9K0.01%013F-HRTimeline
Larson Financial Group LLC2,007$42K<0.01%+1213F-HRTimeline
Cassaday & Co Wealth Management LLC1,952$40.9K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,877$39.3K<0.01%-3,90213F-HRTimeline
United Community Bankin group United Community Bank1,835$38.4K0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA1,638$34.3K<0.01%013F-HRTimeline
BALLAST ADVISORS LLC1,442$30.2K0.01%new13F-HR/ATimeline
Ashton Thomas Private Wealth, LLC1,376$28.8K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,367$28.6K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,320$28K<0.01%013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC1,274$26.7K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,200$25.1K<0.01%-2,05013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,195$25K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC987$20.7K<0.01%-3,36413F-HRTimelineGroup
EASTERN BANK950$19.9K<0.01%new13F-HRTimeline
Rossby Financial, LCC911$19K<0.01%+37313F-HRTimeline
Key Financial Inc780$16.3K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/717$15K<0.01%+613F-HRTimelineGroup
Capital Investment Advisory Services, L…669$14K<0.01%new13F-HRTimeline
AE Wealth Management LLC454$9.5K<0.01%-38213F-HRTimeline
2UniFi Bank272$5.69K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.189$4K<0.01%+113F-HRTimeline
Signature Resources Capital Management,…186$3.89K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC105$2.21K<0.01%13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.62$1.3K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC54$1.14K<0.01%+113F-HRTimeline