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Disclosery

IBDW ISHARES TR

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IBONDS DEC 2031 (fund)

179 managers (180 13F filers) reported a position in IBDW shares at 2024-12-31, 48,354,832 shares in all. 24 filers opened a position and 5 filers sold out during the quarter.

Managers
179
13F filers
180
New
24
Added
108
Reduced
17
Sold out
5
Shares held by filers
48,354,832

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Aptus Capital Advisors, LLC5,312,844$108M1.29%+1,764,38413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,782,762$77M0.02%+154,87413F-HRTimelineGroup
Capital Investment Advisors, LLC2,554,613$52M1.06%+353,54613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,435,696$49.6M<0.01%+266,76313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,410,676$49.1M<0.01%+253,45513F-HR/ATimelineGroup
Venture Visionary Partners LLC2,086,763$42.5M1.8%+146,00413F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,973,030$40.2M0.01%13F-HR/ATimelineGroup
SIGMA INVESTMENT COUNSELORS INC1,483,109$30.2M1.77%+115,08213F-HRTimeline
SUMMITRY LLC1,369,729$27.9M1.37%+751,95413F-HRTimeline
Advisors Capital Management, LLC1,228,959$25M0.39%+596,17913F-HRTimeline
UBS Group AGin group UBS Group AG1,169,143$23.8M0.01%+224,44713F-HRTimelineGroup
Klingman & Associates, LLC1,024,300$20.8M1.28%+250,28013F-HRTimeline
NewEdge Advisors, LLC963,198$19.6M0.12%+40,86413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA957,158$19.5M<0.01%+462,90513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC884,677$18M0.11%+164,76513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC792,563$16.1M<0.01%+458,52213F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp702,409$14.3M1.36%+22,72813F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC696,080$14.2M1.14%+45,02513F-HRTimeline
Envision Financial Planning, LLC681,463$13.9M7.17%+21,07413F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …679,423$13.8M0.71%new13F-HRTimelineGroup
Buffington Mohr McNeal661,768$13.5M2.23%+19,24513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.657,393$13.4M1.43%+102,11913F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC625,181$12.7M6.37%+9,58013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\623,171$12.7M0.02%-15,75013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC613,920$12.5M0.02%+101,12113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…602,184$12.3M0.03%-9,58713F-HRTimelineGroup
HighTower Advisors, LLC564,247$11.5M0.02%+50,46713F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC496,614$10.1M0.14%+2,95813F-HRTimeline
Janney Montgomery Scott LLC354,593$7.22M0.02%+17,44713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC329,848$6.71M<0.01%+76,37513F-HRTimelineGroup
Guidance Point Advisors, LLC326,503$6.64M1.87%+7,20613F-HRTimeline
Snowden Capital Advisors LLC322,442$6.56M0.2%+13,64113F-HRTimeline
Keeler Thomas Management LLC285,479$5.81M2.07%-2,13413F-HRTimeline
LPL Financial LLC281,545$5.73M<0.01%+97,77613F-HRTimeline
Parallel Advisors, LLC254,468$5.18M0.12%+41,43513F-HRTimeline
Sandy Spring Bank254,265$5.17M0.21%+10,49213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC240,483$4.89M<0.01%+133,51113F-HRTimelineGroup
LYELL WEALTH MANAGEMENT, LP236,975$4.82M0.43%+71,17513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding228,870$4.66M+17,899Timeline
4Thought Financial Group Inc.222,607$4.53M2.81%+5,42513F-HRTimeline
Krilogy Financial LLC219,300$4.46M0.3%+8,34713F-HRTimeline
Sabal Trust CO219,229$4.46M0.26%+67,68713F-HRTimeline
Seascape Capital Management198,540$4.04M1.41%+3,30413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC195,761$3.98M0.06%+7,20313F-HRTimelineGroup
Signature Wealth Management Group192,866$3.92M1.58%+27,01213F-HRTimeline
Probity Advisors, Inc.180,843$3.68M0.71%+58,09213F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC175,467$3.57M1.39%+11,16713F-HRTimeline
Executive Wealth Management, LLC174,222$3.55M0.28%+48,20313F-HRTimeline
Peloton Wealth Strategists170,000$3.46M1.4%+22,30013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC165,892$3.38M0.15%+47,39513F-HRTimeline
WRAPMANAGER INC160,004$3.26M0.83%new13F-HRTimeline
CGN Advisors LLC155,644$3.17M0.31%+17,50213F-HRTimeline
Glenview Trust Co149,764$3.05M0.06%new13F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC147,116$2.99M0.98%-10,06013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…142,891$2.91M<0.01%+5,57713F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC141,393$2.88M<0.01%013F-HRTimelineGroup
MCF Advisors LLC138,764$2.82M0.2%+2,11713F-HRTimeline
Ironwood Financial, llc132,644$2.7M0.57%+20,11913F-HRTimeline
First National Trust Co129,422$2.63M0.1%+92,07413F-HRTimeline
Marathon Mission, Inc.121,722$2.48M1.69%+11,99113F-HRTimeline
CWM, LLCin group CWM, LLC119,919$2.44M0.01%+1,74113F-HRTimelineGroup
Clearstead Advisors, LLC119,393$2.43M0.04%new13F-HRTimeline
REDW Wealth LLC114,712$2.33M0.81%-63,93613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.114,496$2.33M0.03%+1,64713F-HRTimelineGroup
Archford Capital Strategies, LLC112,738$2.29M0.35%-1,36013F-HRTimeline
Beacon Pointe Advisors, LLC106,195$2.16M0.02%+10,06413F-HRTimeline
ADIRONDACK TRUST CO100,915$2.05M0.78%+44,97313F-HRTimeline
Stonebrook Private Inc.96,906$1.97M0.52%+8,63013F-HRTimeline
Quantum Financial Advisors, LLC86,268$1.76M0.27%+1,61013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.78,791$1.6M<0.01%+10,04213F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC77,768$1.58M<0.01%+4,69613F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC75,623$1.54M0.03%+2,53513F-HRTimeline
Segment Wealth Management, LLC73,310$1.49M0.1%+36,63513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…70,431$1.43M0.01%+5,91513F-HRTimelineGroup
Cetera Investment Advisers70,032$1.43M<0.01%+28,62713F-HRTimeline
Fortis Capital Management LLC67,994$1.38M0.26%-8,46313F-HRTimeline
Paradigm, Strategies in Wealth Manageme…64,554$1.31M0.87%-11,39613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV64,221$1.31M<0.01%+41,04313F-HRTimeline
McGlone Suttner Wealth Management, Inc.61,125$1.24M0.21%+3,07813F-HRTimeline
J.W. COLE ADVISORS, INC.57,554$1.17M0.05%-10,16513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…54,084$1.1M<0.01%+2,55913F-HR/ATimeline
LITTLE HOUSE CAPITAL LLC52,909$1.08M0.31%-5,77613F-HRTimeline
NovaPoint Capital, LLC51,005$1.04M0.32%+2,22913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC48,532$988K0.02%+8,73913F-HRTimeline
FLOW TRADERS U.S. LLC44,155$899K0.04%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP43,439$884K<0.01%+1,53613F-HRTimelineGroup
STAR Financial Bank42,682$869K0.63%+31,29613F-HRTimeline
Cherry Tree Wealth Management, LLC41,485$844K0.21%+4,99613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS40,672$828K<0.01%-2,11013F-HRTimeline
Creative Planningin group Creative Planning40,662$827K<0.01%new13F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp40,660$827K0.02%+9,18513F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …40,381$822K0.01%+91513F-HRTimelineGroup
Mendota Financial Group, LLC38,621$786K0.51%-8,65413F-HRTimeline
Farmers National Bank37,755$768K0.22%13F-HRTimeline
Camelot Portfolios, LLC37,673$767K0.83%new13F-HRTimeline
Gradient Capital Advisors, LLC37,516$763K0.25%+2,87413F-HRTimeline
Private Advisor Group, LLC37,489$763K<0.01%+15,85013F-HRTimeline
Praetorian Wealth Management, Inc.37,475$763K0.19%new13F-HRTimeline
Bank of New Hampshire37,015$753K0.19%+6,84013F-HRTimeline
BEACON FINANCIAL GROUP36,814$749K0.08%+10,25113F-HRTimeline
MML INVESTORS SERVICES, LLC36,749$748K<0.01%-29713F-HRTimeline
Montecito Bank & Trust36,579$744K0.13%013F-HRTimeline
Penobscot Investment Management Company…36,400$741K0.07%+7,35013F-HRTimeline
Chesley Taft & Associates LLC35,200$716K0.03%+13,20013F-HRTimeline
Mutual Advisors, LLC34,030$693K0.02%-1,00213F-HRTimeline
Granite Harbor Advisors, Inc.32,782$667K0.37%+10,49113F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.31,835$648K0.37%+3,02813F-HRTimeline
IFP Advisors, Inc29,993$610K0.02%+4,23113F-HRTimeline
Summit Wealth Partners, LLC29,622$603K0.12%013F-HRTimeline
COMERICA BANK29,484$600K<0.01%+2,50613F-HR/ATimeline
NAPLES GLOBAL ADVISORS, LLC28,175$573K0.05%new13F-HRTimeline
Wilkins Miller Wealth Management, LLC27,626$562K0.59%13F-HRTimeline
Spectrum Wealth Counsel, LLC27,270$555K0.07%+6613F-HRTimeline
Integrated Wealth Concepts LLC27,175$553K0.01%+41313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management27,039$550K0.01%+43913F-HRTimelineGroup
Centricity Wealth Management, LLC26,290$535K0.5%13F-HRTimeline
Greater Midwest Financial Group, LLC24,809$505K0.32%-3,94013F-HRTimeline
Stokes Family Office, LLC24,730$503K0.05%013F-HRTimeline
Yoder Wealth Management, Inc.23,600$480K0.27%+10,10013F-HRTimeline
Safeguard Financial, LLC23,056$469K0.1%+35913F-HRTimeline
MONECO ADVISORS, LLC22,867$465K0.05%013F-HR/ATimeline
Dorsey & Whitney Trust CO LLC22,000$448K0.02%+4,50013F-HRTimeline
Lee Financial Co20,000$407K0.06%013F-HRTimeline
Jacobi Capital Management LLC19,996$407K0.03%+6,04813F-HRTimeline
Roble, Belko & Company, Inc19,865$404K0.06%+4,87013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC19,661$400K0.03%+8,71613F-HRTimeline
Private Portfolio Partners LLC19,300$393K0.07%+4,00013F-HRTimeline
MEMBERS WEALTH LLC18,252$371K0.28%13F-HRTimeline
KINTRA WEALTH, LLC17,975$366K0.25%+6,86013F-HRTimeline
Newman Dignan & Sheerar, Inc.16,000$326K0.08%+1,22413F-HRTimeline
Cambridge Investment Research Advisors,…15,709$320K<0.01%+95613F-HRTimeline
First Interstate Bank15,631$318K0.02%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.14,800$301K<0.01%+2,79313F-HRTimeline
RVW Wealth, LLC13,680$278K0.03%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.13,646$278K0.02%new13F-HR/ATimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…13,430$273K0.01%13F-HRTimelineGroup
COWA, LLC13,163$268K0.12%new13F-HRTimeline
LINCOLN CAPITAL CORP12,753$260K0.11%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,472$254K<0.01%+6,28713F-HRTimelineGroup
Kesler, Norman & Wride, LLC11,908$242K0.05%013F-HRTimeline
SCOTIA CAPITAL INC.11,900$242K<0.01%013F-HRTimeline
DecisionMap Wealth Management, LLC11,668$237K0.19%13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC11,373$231K0.01%+1,90613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT11,250$229K0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC10,659$217K0.03%013F-HRTimeline
Johnson Bixby & Associates, LLC10,211$208K0.03%+16613F-HRTimeline
Redwood Financial Network Corp10,138$206K0.15%new13F-HRTimeline
PFG Private Wealth Management, LLC8,317$169K0.1%013F-HRTimeline
Addison Advisors LLC8,115$165K0.05%-50013F-HRTimeline
CENTRAL TRUST Co8,110$165K<0.01%+5,34713F-HRTimeline
Bullock Wealth Management Group7,542$153K0.09%+5,85913F-HRTimeline
Princeton Global Asset Management LLC6,642$135K0.03%+8013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,840$119K<0.01%+69413F-HRTimeline
Bogart Wealth, LLC5,248$107K0.01%new13F-HRTimeline
Element Wealth, LLC4,897$99.7K0.05%013F-HRTimeline
Trust Co4,828$98.2K0.01%013F-HRTimeline
Crews Bank & Trust4,500$91.6K0.02%13F-HRTimeline
Farther Finance Advisors, LLC4,432$90.2K<0.01%+9813F-HRTimeline
Laurel Wealth Advisors LLC3,900$79.4K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,500$50.9K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST2,307$46.9K0.02%new13F-HRTimeline
Van Hulzen Asset Management, LLC2,176$44.3K<0.01%new13F-HRTimeline
10Elms LLP2,000$40.7K0.04%13F-HRTimeline
Allworth Financial LP1,427$29.1K<0.01%+40013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,320$27K<0.01%013F-HRTimelineGroup
Bradley & Co. Private Wealth Management…1,312$26.7K0.02%13F-HRTimeline
PRIVATE TRUST CO NA1,290$26.3K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,274$25.9K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,268$25.8K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,248$25.4K<0.01%-2,08213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,195$24.3K<0.01%new13F-HRTimelineGroup
Hemington Wealth Management1,104$22K0.01%+50013F-HRTimeline
Venturi Wealth Management, LLC800$16.3K<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC628$12.8K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC497$10.1K<0.01%new13F-HRTimeline
Noble Wealth Management PBC450$9.16K0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV249$5.07K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.61$1.24K<0.01%+413F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.