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Disclosery

IBDW ISHARES TR

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IBONDS DEC 2031 (fund)

198 managers (198 13F filers) reported a position in IBDW shares at 2025-03-31, 54,643,737 shares in all. 28 filers opened a position and 9 filers sold out during the quarter.

Managers
198
13F filers
198
New
28
Added
115
Reduced
23
Sold out
9
Shares held by filers
54,643,737

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Aptus Capital Advisors, LLC5,976,439$124M1.41%+663,59513F-HRTimeline
Capital Investment Advisors, LLC2,829,379$58.7M1.15%+274,76613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,701,846$56.1M<0.01%+266,15013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,658,519$55.2M<0.01%+247,84313F-HRTimelineGroup
Venture Visionary Partners LLC2,238,947$46.5M1.95%+152,18413F-HRTimeline
Sarver Vrooman Wealth Advisors2,128,732$44.2M29.39%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,875,376$38.9M0.01%-1,907,38613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,866,893$38.7M0.01%-106,13713F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC1,574,129$32.7M2%+91,02013F-HRTimeline
SUMMITRY LLC1,441,348$29.9M1.51%+71,61913F-HRTimeline
Advisors Capital Management, LLC1,328,604$27.6M0.43%+99,64513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,304,453$27.1M0.01%+511,89013F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,293,248$26.8M0.01%+124,10513F-HRTimelineGroup
Klingman & Associates, LLC1,282,281$26.6M1.63%+257,98113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,057,759$21.9M<0.01%+100,60113F-HR/ATimelineGroup
NewEdge Advisors, LLC945,737$19.6M0.12%-17,46113F-HRTimeline
Frisch Financial Group, Inc.791,867$16.4M4.61%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC770,502$16M1.31%+74,42213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC710,685$14.7M0.09%-173,99213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC705,991$14.6M0.02%+92,07113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.703,969$14.6M1.57%+46,57613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\700,018$14.5M0.02%+76,84713F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp699,516$14.5M1.62%-2,89313F-HRTimelineGroup
Envision Financial Planning, LLC697,966$14.5M7.38%+16,50313F-HRTimeline
Buffington Mohr McNeal673,998$14M2.76%+12,23013F-HRTimeline
HighTower Advisors, LLC657,462$13.6M0.02%+93,21513F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …646,620$13.4M0.79%-32,80313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…633,961$13.2M0.03%+31,77713F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC628,699$13M6.06%+3,51813F-HRTimeline
PFG Private Wealth Management, LLC502,812$10.4M5.64%+494,49513F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC490,577$10.2M0.15%-6,03713F-HRTimeline
Commonwealth Financial Services, LLC414,122$8.59M1.76%new13F-HRTimeline
LPL Financial LLC376,251$7.81M<0.01%+94,70613F-HRTimeline
Janney Montgomery Scott LLC366,578$7.61M0.02%+11,98513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC363,599$7.54M<0.01%+33,75113F-HRTimelineGroup
Snowden Capital Advisors LLC354,274$7.35M0.24%+31,83213F-HRTimeline
Guidance Point Advisors, LLC329,569$6.84M1.95%+3,06613F-HRTimeline
Probity Advisors, Inc.293,167$6.08M1.17%+112,32413F-HRTimeline
Sandy Spring Bank271,734$5.64M0.24%+17,46913F-HRTimeline
4Thought Financial Group Inc.250,015$5.19M3.21%+27,40813F-HRTimeline
LYELL WEALTH MANAGEMENT, LP243,975$5.06M0.47%+7,00013F-HRTimeline
Sabal Trust CO241,959$5.02M0.28%+22,73013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC241,900$5.02M0.22%+76,00813F-HRTimeline
Seascape Capital Management239,389$4.97M1.73%+40,84913F-HRTimeline
Parallel Advisors, LLC237,022$4.92M0.11%-17,44613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding232,084$4.82M+3,214Timeline
Cheviot Value Management, LLC231,971$4.78M0.59%new13F-HRTimeline
Keeler Thomas Management LLC226,248$4.69M2.3%-59,23113F-HRTimeline
Krilogy Financial LLC225,523$4.68M0.3%+6,22313F-HRTimeline
Wilkins Miller Wealth Management, LLC220,293$4.57M3.44%+192,66713F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC209,486$4.35M1.7%+34,01913F-HRTimeline
Signature Wealth Management Group206,377$4.28M1.67%+13,51113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC205,149$4.26M0.06%+9,38813F-HRTimelineGroup
Peloton Wealth Strategists199,350$4.14M1.73%+29,35013F-HRTimeline
First National Trust Co176,860$3.67M0.15%+47,43813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…170,101$3.53M<0.01%+27,21013F-HRTimelineGroup
Glenview Trust Co167,136$3.47M0.07%+17,37213F-HR/ATimeline
Ironwood Financial, llc164,739$3.42M0.73%+32,09513F-HRTimeline
WRAPMANAGER INC164,178$3.41M0.9%+4,17413F-HRTimeline
CGN Advisors LLC161,615$3.35M0.33%+5,97113F-HRTimeline
Praetorian Wealth Management, Inc.148,695$3.09M0.75%+111,22013F-HRTimeline
MCF Advisors LLC144,657$3M0.22%+5,89313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC141,393$2.93M<0.01%013F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC132,989$2.76M0.77%-14,12713F-HRTimeline
Clearstead Advisors, LLC132,500$2.75M0.04%+13,10713F-HRTimeline
Beacon Pointe Advisors, LLC127,237$2.64M0.03%+21,04213F-HRTimeline
Marathon Mission, Inc.125,971$2.61M1.83%+4,24913F-HRTimeline
CWM, LLCin group CWM, LLC124,814$2.59M0.01%+4,89513F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.116,806$2.42M0.04%+2,31013F-HRTimelineGroup
Archford Capital Strategies, LLC112,023$2.32M0.34%-71513F-HRTimeline
ADIRONDACK TRUST CO111,414$2.31M0.9%+10,49913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV103,951$2.16M<0.01%+39,73013F-HRTimeline
Stonebrook Private Inc.103,210$2.14M0.56%+6,30413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO97,190$2.02M<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers94,441$1.96M<0.01%+24,40913F-HRTimeline
Quantum Financial Advisors, LLC92,776$1.93M0.29%+6,50813F-HRTimeline
COWA, LLC88,420$1.83M0.78%+75,25713F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC83,217$1.73M0.41%new13F-HRTimeline
Segment Wealth Management, LLC81,130$1.68M0.11%+7,82013F-HRTimeline
Mariner, LLCin group Mariner, LLC80,777$1.68M<0.01%+3,00913F-HRTimelineGroup
REDW Wealth LLC80,271$1.67M0.62%-34,44113F-HRTimeline
STAR Financial Bank78,792$1.63M1.2%+36,11013F-HRTimeline
Camelot Portfolios, LLC77,936$1.62M1%+40,26313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC75,623$1.57M0.03%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…72,994$1.51M0.01%+2,56313F-HRTimelineGroup
Creative Planningin group Creative Planning69,132$1.43M<0.01%+28,47013F-HRTimelineGroup
Paradigm, Strategies in Wealth Manageme…68,246$1.42M0.95%+3,69213F-HRTimeline
McGlone Suttner Wealth Management, Inc.61,890$1.28M0.21%+76513F-HRTimeline
Beaumont Asset Management, L.L.C.57,220$1.19M0.72%new13F-HRTimeline
LITTLE HOUSE CAPITAL LLC54,502$1.13M0.31%+1,59313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC53,892$1.12M0.02%+5,36013F-HRTimeline
Chesley Taft & Associates LLC53,300$1.11M0.05%+18,10013F-HRTimeline
NovaPoint Capital, LLC51,938$1.08M0.33%+93313F-HRTimeline
Cherry Tree Wealth Management, LLC46,244$960K0.23%+4,75913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…45,596$946K<0.01%-8,48813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP44,981$933K<0.01%+1,54213F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp44,249$918K0.03%+3,58913F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …42,802$888K0.01%+2,42113F-HRTimelineGroup
BEACON FINANCIAL GROUP41,582$863K0.09%+4,76813F-HRTimeline
Penobscot Investment Management Company…41,400$859K0.08%+5,00013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS40,746$845K<0.01%+7413F-HRTimeline
Farmers National Bank40,069$831K0.23%+2,31413F-HRTimeline
Bank of New Hampshire39,740$825K0.22%+2,72513F-HRTimeline
Gradient Capital Advisors, LLC39,388$817K0.27%+1,87213F-HRTimeline
IFP Advisors, Inc38,336$795K0.02%+8,34313F-HRTimeline
MML INVESTORS SERVICES, LLC38,094$790K<0.01%+1,34513F-HRTimeline
Private Advisor Group, LLC37,500$778K<0.01%+1113F-HRTimeline
Montecito Bank & Trust36,917$766K0.14%+33813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,000$747K<0.01%-42,79113F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC33,479$695K0.05%+13,81813F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.32,045$665K0.38%+21013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC31,690$658K0.06%+3,51513F-HRTimeline
Fortis Capital Management LLC30,381$630K0.12%-37,61313F-HRTimeline
COMERICA BANK29,810$619K<0.01%+32613F-HRTimeline
Belpointe Asset Management LLC29,783$618K0.03%new13F-HRTimeline
HRT FINANCIAL LP29,782$617K<0.01%new13F-HRTimeline
Summit Wealth Partners, LLC29,622$615K0.12%013F-HRTimeline
Integrated Wealth Concepts LLC28,640$594K0.01%+1,46513F-HRTimeline
MONECO ADVISORS, LLC27,692$575K0.06%+4,82513F-HR/ATimeline
Bullock Wealth Management Group26,829$556K0.31%+19,28713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP26,687$553K<0.01%+14,21513F-HR/ATimelineGroup
Centricity Wealth Management, LLC26,290$546K0.5%013F-HRTimeline
Safeguard Financial, LLC26,184$543K0.12%+3,12813F-HRTimeline
Spectrum Wealth Counsel, LLC25,438$528K0.06%-1,83213F-HRTimeline
Stokes Family Office, LLC24,730$513K0.06%013F-HRTimeline
Cambridge Investment Research Advisors,…23,751$493K<0.01%+8,04213F-HRTimeline
Yoder Wealth Management, Inc.23,600$490K0.28%013F-HRTimeline
Jacobi Capital Management LLC22,925$476K0.04%+2,92913F-HRTimeline
Dorsey & Whitney Trust CO LLC22,000$456K0.03%013F-HRTimeline
Greater Midwest Financial Group, LLC21,494$446K0.31%-3,31513F-HRTimeline
SAX WEALTH ADVISORS, LLC21,042$437K0.03%new13F-HRTimeline
Roble, Belko & Company, Inc20,992$436K0.07%+1,12713F-HRTimeline
Mutual Advisors, LLC20,744$430K0.01%-13,28613F-HRTimeline
Lee Financial Co20,000$415K0.06%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management19,382$402K0.01%-7,65713F-HRTimelineGroup
MEMBERS WEALTH LLC18,252$379K0.29%013F-HRTimeline
KINTRA WEALTH, LLC17,975$373K0.25%013F-HRTimeline
Newman Dignan & Sheerar, Inc.17,973$373K0.1%+1,97313F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.17,800$369K<0.01%+3,00013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,730$347K<0.01%-223,75313F-HRTimelineGroup
DecisionMap Wealth Management, LLC16,634$345K0.26%+4,96613F-HRTimeline
First Interstate Bank15,631$324K0.02%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.15,316$318K0.02%+1,67013F-HR/ATimelineGroup
Passive Capital Management, LLC.15,128$314K0.1%new13F-HRTimeline
LINCOLN CAPITAL CORP14,874$309K0.13%+2,12113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…14,307$297K0.01%+87713F-HRTimelineGroup
CENTRAL TRUST Co14,074$292K0.01%+5,96413F-HRTimeline
RVW Wealth, LLC13,680$284K0.03%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC13,517$280K0.02%+2,14413F-HRTimeline
Advisory Services Network, LLC13,412$278K0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC13,092$272K0.04%+2,43313F-HRTimeline
MinichMacGregor Wealth Management, LLC12,206$253K0.06%new13F-HRTimeline
Kesler, Norman & Wride, LLC11,908$247K0.05%013F-HRTimeline
SCOTIA CAPITAL INC.11,900$247K<0.01%013F-HRTimeline
Redwood Financial Network Corp11,701$243K0.18%+1,56313F-HRTimeline
Crews Bank & Trust11,700$243K0.04%+7,20013F-HRTimeline
Granite Harbor Advisors, Inc.11,544$240K0.13%-21,23813F-HRTimeline
Meridian Wealth Management, LLC11,413$237K0.01%new13F-HRTimeline
Rossmore Private Capital11,367$236K0.03%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT11,250$233K0.01%013F-HRTimeline
Laurel Wealth Advisors LLC10,700$222K0.03%+6,80013F-HRTimeline
MGO ONE SEVEN LLC10,654$221K0.01%new13F-HRTimeline
Valmark Advisers, Inc.10,573$219K<0.01%new13F-HRTimeline
HB Wealth Management, LLC10,517$218K<0.01%new13F-HRTimeline
Sivia Capital Partners, LLC10,300$214K0.1%new13F-HRTimeline
Johnson Bixby & Associates, LLC10,295$214K0.03%+8413F-HRTimeline
Gratus Wealth Advisors, LLC9,708$201K0.03%new13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC9,673$201K0.12%new13F-HRTimeline
Addison Advisors LLC9,520$198K0.05%+1,40513F-HRTimeline
Princeton Global Asset Management LLC7,270$151K0.03%+62813F-HRTimeline
10Elms LLP7,100$147K0.15%+5,10013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise6,413$133K0.01%13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.5,884$122K<0.01%+4413F-HRTimeline
Bogart Wealth, LLC5,248$109K0.01%013F-HRTimeline
Trust Co4,828$100K0.01%013F-HRTimeline
Farther Finance Advisors, LLC4,325$89.6K<0.01%-10713F-HRTimeline
First Horizon Advisors, Inc.3,918$81.3K<0.01%new13F-HRTimeline
Larson Financial Group LLC3,385$70.2K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,500$51.9K0.01%013F-HRTimeline
Allworth Financial LP1,427$29.4K<0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…1,312$27.2K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,320$27K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA1,290$26.8K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,274$26.4K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,268$25.8K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,233$25.6K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,195$24.8K<0.01%013F-HRTimelineGroup
Hemington Wealth Management1,104$22K<0.01%013F-HRTimeline
Byrne Asset Management LLC1,015$21.1K0.02%new13F-HRTimeline
United Community Bankin group United Community Bank965$20K0.01%new13F-HRTimelineGroup
Rossby Financial, LCC919$19K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…788$16.4K<0.01%-46013F-HRTimeline
Noble Wealth Management PBC450$9.34K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/400$8.3K<0.01%new13F-HRTimelineGroup
2UniFi Bank272$5.66K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV249$5.17K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.61$1.27K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.