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Disclosery

IBDW ISHARES TR

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IBONDS DEC 2031 (fund)

233 managers (234 13F filers) reported a position in IBDW shares at 2025-09-30, 68,725,312 shares in all. 32 filers opened a position and 9 filers sold out during the quarter.

Managers
233
13F filers
234
New
32
Added
136
Reduced
25
Sold out
9
Shares held by filers
68,725,312

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC6,883,950$146M1.33%+523,70213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,032,653$85.6M0.01%+1,085,26113F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,640,727$77.3M0.01%+834,25713F-HR/ATimelineGroup
Capital Investment Advisors, LLC3,405,101$72.3M1.19%+272,57013F-HRTimeline
CAPITAL ADVISORS INC/OK2,991,693$63.5M1.06%new13F-HRTimeline
Venture Visionary Partners LLC2,466,330$52.3M1.8%+80,52413F-HRTimeline
Sarver Vrooman Wealth Advisors2,179,772$46.3M29.73%+29,32713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,099,734$44.6M0.01%+229,70313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,076,772$44.1M0.01%+511,56013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,888,730$40.1M0.01%+630,12613F-HRTimelineGroup
Summit Financial, LLC1,739,411$36.9M0.56%new13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,690,613$35.9M1.86%+70,97113F-HRTimeline
Advisors Capital Management, LLC1,573,421$33.4M0.41%+118,68113F-HRTimeline
SUMMITRY LLC1,513,532$32.1M1.36%+17,98413F-HRTimeline
UBS Group AGin group UBS Group AG1,427,942$30.3M0.01%+180,22213F-HRTimelineGroup
Klingman & Associates, LLC1,419,923$30.1M1.52%+108,48313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,308,174$27.8M<0.01%+144,49613F-HRTimelineGroup
NewEdge Advisors, LLC1,136,720$24.1M0.11%+262,71013F-HRTimeline
Sound View Wealth Advisors Group, LLC954,062$20.2M1.39%+68,81813F-HRTimeline
Vishria Bird Financial Group, LLC912,481$19.4M3.8%new13F-HRTimeline
HighTower Advisors, LLC870,254$18.5M0.02%+28,99513F-HRTimeline
Envision Financial Planning, LLC845,902$18M7.61%+122,07913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\801,081$17M0.02%-8,08413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC799,964$17M0.02%+105,14613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.752,252$16M1.53%+48,61213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC700,047$14.9M0.06%+1,05313F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp675,702$14.3M1.47%-17,50913F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC640,408$13.6M5.88%+1,68113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…619,809$13.2M0.03%+2,77213F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC605,186$12.8M0.85%new13F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …548,085$11.6M0.79%-36,58413F-HRTimelineGroup
LPL Financial LLC509,755$10.8M<0.01%+75,26713F-HRTimeline
Ironwood Financial, llc493,528$10.5M1.86%+328,78913F-HRTimeline
Probity Advisors, Inc.425,810$9.04M1.46%+55,83013F-HRTimeline
Janney Montgomery Scott LLC417,673$8.86M0.02%+31,27813F-HRTimeline
Commonwealth Financial Services, LLC412,716$8.76M1.5%+7,53513F-HRTimeline
Snowden Capital Advisors LLC359,233$7.62M0.21%+4,27513F-HRTimeline
Guidance Point Advisors, LLC342,874$7.28M1.75%+10,82513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC322,053$6.83M<0.01%-51,06713F-HRTimelineGroup
MOSELEY INVESTMENT MANAGEMENT INC319,446$6.78M2.06%+73,79113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO319,029$6.77M<0.01%+175,54813F-HR/ATimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC316,231$6.71M0.26%+12,88713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp287,383$6.1M0.11%+6,29413F-HRTimelineGroup
LYELL WEALTH MANAGEMENT, LP286,096$6.07M0.45%+33,09613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding275,889$5.85M-4,833Timeline
HANCOCK WHITNEY CORP273,683$5.81M0.11%+18,42613F-HRTimeline
Parallel Advisors, LLC268,716$5.7M0.1%+13,38313F-HRTimeline
Cheviot Value Management, LLC263,245$5.62M0.6%+19,76113F-HRTimeline
Seascape Capital Management260,724$5.53M1.59%-3,87513F-HRTimeline
Krilogy Financial LLC257,290$5.42M0.2%+27,37513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…247,578$5.25M<0.01%+78,46813F-HRTimelineGroup
Glenview Trust Co243,276$5.16M0.08%+44,14013F-HRTimeline
First National Trust Co242,426$5.14M0.18%+36,24813F-HRTimeline
4Thought Financial Group Inc.233,956$4.96M2.51%+72613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC227,368$4.82M0.05%+9,81013F-HRTimelineGroup
Praetorian Wealth Management, Inc.227,351$4.82M0.99%+15,78113F-HRTimeline
Keeler Thomas Management LLC224,986$4.77M1.95%+2,87013F-HRTimeline
Wilkins Miller Wealth Management, LLC218,061$4.63M2.87%+9,37013F-HRTimeline
Signature Wealth Management Group212,241$4.5M1.75%+2,25013F-HRTimeline
Peloton Wealth Strategists201,350$4.27M1.68%+2,00013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP199,252$4.23M<0.01%+14,48813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC187,615$3.98M<0.01%-98,75613F-HRTimelineGroup
COWA, LLC182,047$3.86M1.28%+46,91913F-HRTimeline
Clearstead Advisors, LLC163,977$3.48M0.05%+22,81113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC163,605$3.47M<0.01%+19,89713F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC153,880$3.27M0.72%+5,82013F-HRTimeline
MCF Advisors LLC150,295$3.19M0.2%+1,58913F-HRTimeline
CWM, LLCin group CWM, LLC139,329$2.96M0.01%+10,12013F-HRTimelineGroup
ADIRONDACK TRUST CO134,583$2.85M0.96%+13,59013F-HRTimeline
Cetera Investment Advisers132,059$2.8M<0.01%+22,18513F-HRTimeline
Beacon Pointe Advisors, LLC131,838$2.8M0.02%+4,30113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.131,401$2.78M<0.01%+108,37313F-HRTimelineGroup
Marathon Mission, Inc.128,323$2.72M1.62%+16313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.115,786$2.46M0.03%+6,24613F-HRTimelineGroup
Archford Capital Strategies, LLC111,309$2.36M0.28%+4,37713F-HRTimeline
WRAPMANAGER INC110,908$2.35M0.72%-55,12113F-HRTimeline
Quantum Financial Advisors, LLC109,638$2.33M0.28%+12,86413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV108,652$2.31M<0.01%+22,36613F-HRTimeline
Stonebrook Private Inc.107,154$2.27M0.49%+1,32013F-HRTimeline
Wealthstar Advisors, LLC105,078$2.23M0.88%new13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC103,268$2.19M0.14%+7,45313F-HRTimeline
Rossmore Private Capital96,239$2.04M0.22%+12,14613F-HRTimeline
Segment Wealth Management, LLC90,615$1.92M0.12%+3,77013F-HRTimeline
Mariner, LLCin group Mariner, LLC88,258$1.87M<0.01%+5,71813F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC81,785$1.74M0.11%+6113F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC81,683$1.73M0.37%-11713F-HRTimeline
REDW Wealth LLC80,228$1.7M0.64%-1413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…78,277$1.66M0.01%-15513F-HRTimelineGroup
Chesley Taft & Associates LLC75,700$1.61M0.07%+10,70013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC73,782$1.57M0.02%-2,82113F-HRTimeline
Paradigm, Strategies in Wealth Manageme…70,006$1.49M0.95%+3,27913F-HRTimeline
Beaumont Asset Management, L.L.C.69,941$1.48M0.75%+9,31513F-HRTimeline
J.W. COLE ADVISORS, INC.69,301$1.47M0.03%+19,31213F-HRTimeline
Camelot Portfolios, LLC68,754$1.46M0.87%-4,41713F-HRTimeline
Global Retirement Partners, LLC66,661$1.41M0.03%+13,63913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…64,428$1.37M<0.01%+17,13313F-HRTimeline
McGlone Suttner Wealth Management, Inc.63,614$1.35M0.19%+42213F-HRTimeline
BEACON FINANCIAL GROUP63,462$1.35M0.13%+15,60513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp61,735$1.31M0.03%+7,31413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP57,747$1.22M<0.01%+24,14213F-HRTimelineGroup
NovaPoint Capital, LLC57,465$1.22M0.3%+4,99513F-HRTimeline
LITTLE HOUSE CAPITAL LLC55,713$1.18M0.27%+1,05913F-HRTimeline
Penobscot Investment Management Company…54,750$1.16M0.09%+6,05013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC54,722$1.16M0.02%+5,53113F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…53,047$1.13M0.03%new13F-HRTimelineGroup
Bank of New Hampshire51,640$1.1M0.25%+5,15013F-HRTimeline
Cherry Tree Wealth Management, LLC50,275$1.07M0.23%+55613F-HRTimeline
Creative Planningin group Creative Planning47,004$997K<0.01%-4913F-HRTimelineGroup
Leo Wealth, LLC44,661$948K0.12%+12,01213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …44,471$944K0.01%+8713F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC44,470$944K0.07%+12,78013F-HRTimeline
Farmers National Bank43,341$920K0.22%+2,96313F-HRTimeline
IFP Advisors, Inc42,919$911K0.02%-5,75813F-HR/ATimeline
Granite Harbor Advisors, Inc.42,625$905K0.38%013F-HRTimeline
Newman Dignan & Sheerar, Inc.40,966$869K0.19%+13,20513F-HRTimeline
Gradient Capital Advisors, LLC39,388$836K0.22%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS38,781$823K<0.01%+5,28213F-HRTimeline
Belpointe Asset Management LLC38,671$821K0.03%-6,80113F-HRTimeline
Cambridge Investment Research Advisors,…38,347$814K<0.01%+4,42413F-HRTimeline
Laurel Wealth Advisors LLC36,550$776K0.11%+13,15013F-HRTimeline
Private Advisor Group, LLC35,801$760K<0.01%013F-HRTimeline
Bullock Wealth Management Group35,576$755K0.38%+2,78713F-HRTimeline
MEMBERS WEALTH LLC34,053$722K0.46%13F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…33,186$704K0.1%013F-HRTimeline
CGN Advisors LLC32,815$696K0.06%-24,01713F-HRTimeline
Montecito Bank & Trust32,803$696K0.11%13F-HRTimeline
Resonant Capital Advisors, LLC32,704$694K0.04%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth32,581$691K<0.01%013F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.32,502$690K0.33%+21513F-HRTimeline
Integrated Wealth Concepts LLC31,750$674K0.01%+1,18413F-HRTimeline
Jacobi Capital Management LLC30,185$641K0.04%+4,74213F-HRTimeline
COMERICA BANK29,964$636K<0.01%+34613F-HRTimeline
SONATA CAPITAL GROUP INC29,776$632K0.23%+16,17613F-HRTimeline
Merit Financial Group, LLC28,355$602K0.01%+3,44713F-HR/ATimeline
MONECO ADVISORS, LLC27,692$588K0.05%013F-HRTimeline
Composition Wealth, LLC27,260$578K0.01%new13F-HRTimeline
Summit Wealth Partners, LLC26,517$563K0.1%013F-HRTimeline
NESTEGG ADVISORS, INC.26,380$560K0.5%new13F-HRTimeline
DecisionMap Wealth Management, LLC25,910$550K0.35%+2,14013F-HRTimeline
Dorsey & Whitney Trust CO LLC25,000$530K0.03%+3,00013F-HRTimeline
Stokes Family Office, LLC24,730$525K0.05%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,657$523K<0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co24,218$514K0.01%+4,07613F-HRTimeline
Yoder Wealth Management, Inc.23,600$501K0.24%013F-HRTimeline
Gryphon Financial Partners LLC22,723$482K0.05%-47913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC21,585$458K<0.01%new13F-HRTimelineGroup
Houlihan Financial Resource Group, Ltd.21,375$454K0.4%+4,82513F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…21,347$453K<0.01%new13F-HRTimeline
American Money Management, LLC21,001$446K0.07%013F-HRTimeline
Roble, Belko & Company, Inc20,992$445K0.06%013F-HRTimeline
SAX WEALTH ADVISORS, LLC20,484$435K0.02%+2,40213F-HRTimeline
10Elms LLP20,400$433K0.39%+7,80013F-HRTimeline
Mutual Advisors, LLC19,938$425K0.01%-94313F-HRTimeline
Lee Financial Co20,000$424K0.05%013F-HRTimeline
Fortis Capital Management LLC19,946$423K0.06%+19613F-HRTimeline
Greater Midwest Financial Group, LLC19,848$421K0.27%-12513F-HRTimeline
Sowell Financial Services LLC19,777$420K0.02%+2,32413F-HRTimeline
Redwood Financial Network Corp18,876$401K0.25%+4,79113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.18,067$383K0.02%+2,50013F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.17,725$376K0.02%+6,86513F-HRTimeline
Crews Bank & Trust17,600$373K0.05%+1,17013F-HRTimeline
Valmark Advisers, Inc.17,516$372K<0.01%+5,70813F-HRTimeline
SIMON QUICK ADVISORS, LLC17,387$369K0.02%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management17,204$365K<0.01%-80313F-HRTimelineGroup
Farther Finance Advisors, LLC16,735$355K0.01%+12,68013F-HRTimeline
FourThought Financial Partners, LLC15,997$339K0.03%new13F-HRTimeline
SPINNAKER TRUST15,932$338K0.02%new13F-HRTimeline
ROMANO BROTHERS AND COMPANY15,709$333K0.04%new13F-HRTimeline
First Interstate Bank15,631$332K0.02%013F-HRTimeline
Advisory Services Network, LLC15,574$330K<0.01%+56513F-HRTimeline
Sterling Investment Advisors, Ltd.15,485$329K0.06%new13F-HRTimeline
Addison Advisors LLC15,400$327K0.08%013F-HRTimeline
Meridian Wealth Management, LLC15,315$325K0.01%+1,60113F-HRTimeline
Passive Capital Management, LLC.15,128$321K0.1%013F-HRTimeline
KINTRA WEALTH, LLC14,950$317K0.18%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…14,779$314K0.01%+47213F-HRTimelineGroup
RVW Wealth, LLC14,219$302K0.02%+53913F-HRTimeline
LINCOLN CAPITAL CORP13,534$287K0.1%-1,07013F-HRTimeline
Provenance Wealth Advisors, LLC13,092$278K0.04%013F-HRTimeline
Gratus Wealth Advisors, LLC12,693$269K0.04%013F-HRTimeline
XML Financial, LLC12,347$262K0.02%new13F-HRTimeline
Accretive Wealth Partners, LLC12,265$260K0.08%+2,63213F-HRTimeline
MinichMacGregor Wealth Management, LLC12,206$259K0.05%013F-HRTimeline
Chicago Partners Investment Group LLC11,788$252K0.01%new13F-HRTimeline
Gilbert Capital Group, Inc.11,721$249K0.19%new13F-HRTimeline
Kesler, Norman & Wride, LLC11,908$242K0.05%013F-HRTimeline
Reliant Wealth Planning11,138$236K0.08%013F-HRTimeline
NWAM LLC10,981$234K0.01%+12113F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,788$229K<0.01%+26113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC10,751$228K<0.01%-10,15513F-HRTimeline
Princeton Global Asset Management LLC10,561$224K0.04%+7013F-HRTimeline
Johnson Bixby & Associates, LLC10,548$224K0.03%+12513F-HRTimeline
Atria Investments, Inc10,307$219K<0.01%+37513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO10,300$219K<0.01%013F-HRTimelineGroup
SCOTIA CAPITAL INC.10,000$212K<0.01%013F-HRTimeline
STAR Financial Bank9,945$211K0.12%-79,95013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC9,861$209K0.09%new13F-HRTimeline
Compound Planning, Inc.9,599$204K0.01%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,612$203K0.01%-3,19313F-HRTimeline
4J Wealth Management LLC9,560$203K0.12%013F-HRTimeline