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Disclosery

IBDW ISHARES TR

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IBONDS DEC 2031 (fund)

213 managers (214 13F filers) reported a position in IBDW shares at 2025-06-30, 57,852,239 shares in all. 29 filers opened a position and 7 filers sold out during the quarter.

Managers
213
13F filers
214
New
29
Added
108
Reduced
43
Sold out
7
Shares held by filers
57,852,239

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Aptus Capital Advisors, LLC6,360,248$134M1.32%+383,80913F-HRTimeline
Capital Investment Advisors, LLC3,132,531$65.9M1.18%+303,15213F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY2,947,392$62M<0.01%+288,87313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,806,470$59M<0.01%+104,62413F-HRTimelineGroup
Venture Visionary Partners LLC2,385,806$50.2M1.89%+146,85913F-HRTimeline
Sarver Vrooman Wealth Advisors2,150,445$45.2M30.07%+21,71313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,870,031$39.3M0.01%-5,34513F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC1,619,642$34.1M1.88%+45,51313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,565,212$32.8M0.01%+260,75913F-HRTimelineGroup
SUMMITRY LLC1,495,548$31.5M1.42%+54,20013F-HRTimeline
Advisors Capital Management, LLC1,454,740$30.6M0.42%+126,13613F-HRTimeline
Klingman & Associates, LLC1,311,440$27.6M1.52%+29,15913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,258,604$26.5M0.01%-608,28913F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,247,720$26.3M0.01%-45,52813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,163,678$24.5M<0.01%+105,91913F-HR/ATimelineGroup
Frisch Financial Group, Inc.901,284$19M4.64%+109,41713F-HRTimeline
Sound View Wealth Advisors Group, LLC885,244$18.6M1.38%+114,74213F-HRTimeline
NewEdge Advisors, LLC874,010$18.4M0.09%-71,72713F-HRTimeline
HighTower Advisors, LLC841,259$17.7M0.02%+183,79713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\809,165$17M0.02%+109,14713F-HRTimelineGroup
Envision Financial Planning, LLC723,823$15.2M7.12%+25,85713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.703,640$14.8M1.52%-32913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC698,994$14.7M0.08%-11,69113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC694,818$14.6M0.02%-11,17313F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp693,211$14.6M1.54%-6,30513F-HRTimelineGroup
EP Wealth Advisors, LLC688,345$14.5M0.1%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC638,727$13.4M5.9%+10,02813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…617,037$13M0.03%-16,92413F-HR/ATimelineGroup
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …584,669$12.3M0.74%-61,95113F-HRTimelineGroup
PFG Private Wealth Management, LLC515,066$10.8M5.58%+12,25413F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC487,502$10.3M0.14%-3,07513F-HRTimeline
LPL Financial LLC434,488$9.14M<0.01%+58,23713F-HRTimeline
Commonwealth Financial Services, LLC405,181$8.52M1.64%-8,94113F-HRTimeline
Janney Montgomery Scott LLC386,395$8.13M0.02%+19,81713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC373,120$7.85M<0.01%+9,52113F-HRTimelineGroup
Probity Advisors, Inc.369,980$7.78M1.37%+76,81313F-HRTimeline
Snowden Capital Advisors LLC354,958$7.47M0.22%+68413F-HRTimeline
Guidance Point Advisors, LLC332,049$6.99M1.79%+2,48013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC303,344$6.38M0.26%+61,44413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC286,371$6.03M0.01%+269,64113F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp281,089$5.91M0.14%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding280,722$5.91M+48,638Timeline
Seascape Capital Management264,599$5.57M1.76%+25,21013F-HRTimeline
Parallel Advisors, LLC255,333$5.37M0.11%+18,31113F-HRTimeline
HANCOCK WHITNEY CORP255,257$5.37M0.1%new13F-HRTimeline
LYELL WEALTH MANAGEMENT, LP253,000$5.32M0.42%+9,02513F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC245,655$5.17M1.78%+36,16913F-HRTimeline
Cheviot Value Management, LLC243,484$5.11M0.59%+11,51313F-HRTimeline
4Thought Financial Group Inc.233,230$4.91M2.61%-16,78513F-HRTimeline
Krilogy Financial LLC229,915$4.84M0.28%+4,39213F-HRTimeline
Keeler Thomas Management LLC222,116$4.67M2.01%-4,13213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC217,558$4.58M0.06%+12,40913F-HRTimelineGroup
Praetorian Wealth Management, Inc.211,570$4.45M1.02%+62,87513F-HRTimeline
Signature Wealth Management Group209,991$4.42M1.74%+3,61413F-HRTimeline
Wilkins Miller Wealth Management, LLC208,691$4.39M2.99%-11,60213F-HRTimeline
First National Trust Co206,178$4.34M0.16%+29,31813F-HRTimeline
Peloton Wealth Strategists199,350$4.19M1.68%013F-HRTimeline
Glenview Trust Co199,136$4.19M0.07%+32,00013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP184,764$3.89M<0.01%+139,78313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…169,110$3.56M<0.01%-99113F-HRTimelineGroup
WRAPMANAGER INC166,029$3.49M0.85%+1,85113F-HRTimeline
Ironwood Financial, llc164,739$3.42M0.73%013F-HRTimeline
MCF Advisors LLC148,706$3.13M0.21%+4,04913F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC148,060$3.12M0.76%+15,07113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC143,708$3.02M<0.01%+2,31513F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO143,481$3.02M<0.01%+46,29113F-HRTimelineGroup
Clearstead Advisors, LLC141,166$2.97M0.04%+8,66613F-HRTimeline
COWA, LLC135,128$2.84M1.08%+46,70813F-HRTimeline
CWM, LLCin group CWM, LLC129,209$2.72M0.01%+4,39513F-HRTimelineGroup
Marathon Mission, Inc.128,160$2.7M1.71%+2,18913F-HRTimeline
Beacon Pointe Advisors, LLC127,537$2.68M0.03%+30013F-HRTimeline
ADIRONDACK TRUST CO120,993$2.54M0.92%+9,57913F-HRTimeline
Cetera Investment Advisers109,874$2.31M<0.01%+15,43313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.109,540$2.3M0.03%-7,26613F-HRTimelineGroup
Archford Capital Strategies, LLC106,932$2.25M0.29%-5,09113F-HRTimeline
Stonebrook Private Inc.105,834$2.23M0.52%+2,62413F-HRTimeline
Quantum Financial Advisors, LLC96,774$2.04M0.28%+3,99813F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC95,815$2.02M0.14%+62,33613F-HRTimeline
STAR Financial Bank89,895$1.89M1.2%+11,10313F-HRTimeline
Segment Wealth Management, LLC86,845$1.83M0.12%+5,71513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV86,286$1.82M<0.01%-17,66513F-HRTimeline
Rossmore Private Capital84,093$1.77M0.21%+72,72613F-HRTimeline
Mariner, LLCin group Mariner, LLC82,540$1.74M<0.01%+1,76313F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC81,800$1.72M0.38%-1,41713F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC81,724$1.72M0.12%new13F-HRTimeline
REDW Wealth LLC80,242$1.69M0.67%-2913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…78,432$1.65M0.01%+5,43813F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC76,603$1.61M0.03%+98013F-HRTimeline
Camelot Portfolios, LLC73,171$1.54M0.92%-4,76513F-HRTimeline
Paradigm, Strategies in Wealth Manageme…66,727$1.4M0.92%-1,51913F-HRTimeline
Chesley Taft & Associates LLC65,000$1.37M0.06%+11,70013F-HRTimeline
McGlone Suttner Wealth Management, Inc.63,192$1.33M0.2%+1,30213F-HRTimeline
Beaumont Asset Management, L.L.C.60,626$1.28M0.68%+3,40613F-HRTimeline
CGN Advisors LLC56,832$1.2M0.11%-104,78313F-HRTimeline
LITTLE HOUSE CAPITAL LLC54,654$1.15M0.29%+15213F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp54,421$1.15M0.03%+10,17213F-HRTimelineGroup
Global Retirement Partners, LLC53,022$1.12M0.03%13F-HRTimeline
NovaPoint Capital, LLC52,470$1.1M0.34%+53213F-HRTimeline
J.W. COLE ADVISORS, INC.49,989$1.05M0.02%new13F-HRTimeline
Cherry Tree Wealth Management, LLC49,719$1.05M0.24%+3,47513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC49,191$1.03M0.02%-4,70113F-HRTimeline
Penobscot Investment Management Company…48,700$1.02M0.09%+7,30013F-HRTimeline
IFP Advisors, Inc48,677$1.02M0.03%+10,34113F-HRTimeline
BEACON FINANCIAL GROUP47,857$1.01M0.1%+6,27513F-HRTimeline
Creative Planningin group Creative Planning47,053$990K<0.01%-22,07913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…47,295$988K<0.01%+1,69913F-HRTimeline
Bank of New Hampshire46,490$978K0.24%+6,75013F-HRTimeline
Belpointe Asset Management LLC45,472$957K0.04%+15,68913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …44,384$934K0.01%+1,58213F-HRTimelineGroup
Granite Harbor Advisors, Inc.42,625$897K0.42%+31,08113F-HRTimeline
Farmers National Bank40,378$850K0.22%+30913F-HRTimeline
Gradient Capital Advisors, LLC39,388$829K0.24%013F-HRTimeline
FLOW TRADERS U.S. LLC37,684$793K0.03%new13F-HRTimeline
Private Advisor Group, LLC35,801$753K<0.01%-1,69913F-HRTimeline
Cambridge Investment Research Advisors,…33,923$714K<0.01%+10,17213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS33,499$705K<0.01%-7,24713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP33,605$705K<0.01%+6,91813F-HRTimelineGroup
BARON SILVER STEVENS FINANCIAL ADVISORS…33,186$698K0.11%new13F-HRTimeline
Leo Wealth, LLC32,649$687K0.05%new13F-HRTimeline
Bullock Wealth Management Group32,789$686K0.36%+5,96013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth32,581$686K<0.01%new13F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.32,287$679K0.35%+24213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC31,690$667K0.06%013F-HRTimeline
Integrated Wealth Concepts LLC30,566$643K0.01%+1,92613F-HRTimeline
COMERICA BANK29,618$623K<0.01%-19213F-HRTimeline
Newman Dignan & Sheerar, Inc.27,761$584K0.13%+9,78813F-HRTimeline
MONECO ADVISORS, LLC27,692$583K0.05%013F-HRTimeline
Centricity Wealth Management, LLC27,260$574K0.46%+97013F-HRTimeline
Summit Wealth Partners, LLC26,517$558K0.11%-3,10513F-HRTimeline
Jacobi Capital Management LLC25,443$535K0.04%+2,51813F-HRTimeline
Merit Financial Group, LLC24,908$524K0.01%new13F-HRTimeline
Stokes Family Office, LLC24,730$520K0.05%013F-HRTimeline
DecisionMap Wealth Management, LLC23,770$500K0.34%+7,13613F-HRTimeline
Yoder Wealth Management, Inc.23,600$497K0.26%013F-HRTimeline
Laurel Wealth Advisors LLC23,400$492K0.07%+12,70013F-HR/ATimeline
Gryphon Financial Partners LLC23,202$488K0.06%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,028$485K<0.01%-12,97213F-HR/ATimelineGroup
Dorsey & Whitney Trust CO LLC22,000$463K0.02%013F-HRTimeline
Roble, Belko & Company, Inc20,992$442K0.06%013F-HRTimeline
American Money Management, LLC21,001$442K0.08%new13F-HRTimeline
MML INVESTORS SERVICES, LLC20,906$440K<0.01%-17,18813F-HRTimeline
Mutual Advisors, LLC20,881$437K0.01%+13713F-HRTimeline
CENTRAL TRUST Co20,142$424K0.01%+6,06813F-HRTimeline
Lee Financial Co20,000$421K0.06%013F-HRTimeline
Greater Midwest Financial Group, LLC19,973$420K0.32%-1,52113F-HRTimeline
Fortis Capital Management LLC19,750$416K0.06%-10,63113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.18,521$390K<0.01%+72113F-HRTimeline
SAX WEALTH ADVISORS, LLC18,082$380K0.02%-2,96013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management18,007$379K<0.01%-1,37513F-HRTimelineGroup
Sowell Financial Services LLC17,453$367K0.01%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC17,387$366K0.02%new13F-HR/ATimeline
Houlihan Financial Resource Group, Ltd.16,550$347K0.14%new13F-HRTimeline
Crews Bank & Trust16,430$346K0.05%+4,73013F-HRTimeline
First Interstate Bank15,631$329K0.02%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.15,567$328K0.02%+25113F-HRTimelineGroup
Addison Advisors LLC15,400$324K0.08%+5,88013F-HRTimeline
Passive Capital Management, LLC.15,128$317K0.1%013F-HRTimeline
KINTRA WEALTH, LLC14,950$315K0.19%-3,02513F-HRTimeline
Advisory Services Network, LLC15,009$314K0.01%+1,59713F-HRTimeline
LINCOLN CAPITAL CORP14,604$307K0.12%-27013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…14,307$301K0.01%013F-HRTimelineGroup
Redwood Financial Network Corp14,085$296K0.2%+2,38413F-HRTimeline
Meridian Wealth Management, LLC13,714$289K0.01%+2,30113F-HRTimeline
RVW Wealth, LLC13,680$288K0.02%013F-HRTimeline
SONATA CAPITAL GROUP INC13,600$286K0.11%new13F-HRTimeline
Provenance Wealth Advisors, LLC13,092$275K0.04%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC12,805$269K0.02%-71213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT12,700$267K0.01%+1,45013F-HRTimeline
Gratus Wealth Advisors, LLC12,693$267K0.04%+2,98513F-HRTimeline
10Elms LLP12,600$265K0.25%+5,50013F-HRTimeline
MGO ONE SEVEN LLC12,287$259K0.01%+1,63313F-HRTimeline
MinichMacGregor Wealth Management, LLC12,206$257K0.05%013F-HRTimeline
Kesler, Norman & Wride, LLC11,908$251K0.04%013F-HRTimeline
Valmark Advisers, Inc.11,808$248K<0.01%+1,23513F-HRTimeline
Journey Advisory Group, LLC11,400$240K0.02%new13F-HRTimeline
Reliant Wealth Planning11,138$234K0.09%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.10,860$228K0.01%new13F-HRTimeline
NWAM LLC10,860$227K0.01%new13F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,527$221K<0.01%new13F-HRTimelineGroup
Princeton Global Asset Management LLC10,491$221K0.04%+3,22113F-HRTimeline
Johnson Bixby & Associates, LLC10,423$219K0.03%+12813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO10,300$217K<0.01%new13F-HRTimelineGroup
SCOTIA CAPITAL INC.10,000$210K<0.01%-1,90013F-HRTimeline
Atria Investments, Inc9,932$209K<0.01%new13F-HRTimeline
Accretive Wealth Partners, LLC9,633$203K0.07%new13F-HRTimeline
4J Wealth Management LLC9,560$201K0.14%new13F-HRTimeline
Trust Co6,757$142K0.02%+1,92913F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise6,413$135K0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.5,949$125K<0.01%+6513F-HRTimeline
Bogart Wealth, LLC5,248$110K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…5,065$107K<0.01%+4,27713F-HRTimeline
Farther Finance Advisors, LLC4,055$85.3K<0.01%-27013F-HRTimeline
Boreal Capital Management LLC0$84.2K0.07%13F-HRTimelineAmount filed as zero, left out of ratios.
First Horizon Advisors, Inc.3,918$82.4K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,500$52.6K<0.01%013F-HRTimeline
Larson Financial Group LLC2,162$45.5K<0.01%-1,22313F-HRTimeline
Allworth Financial LP2,054$43.2K<0.01%+62713F-HRTimeline
United Community Bankin group United Community Bank1,885$39.7K0.01%+92013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,367$28.8K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,320$28K<0.01%013F-HRTimelineGroup