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Disclosery

IBDW ISHARES TR

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IBONDS DEC 2031 (fund)

260 managers (261 13F filers) reported a position in IBDW shares at 2025-12-31, 80,711,286 shares in all. 28 filers opened a position and 12 filers sold out during the quarter.

Managers
260
13F filers
261
New
28
Added
152
Reduced
38
Sold out
12
Shares held by filers
80,711,286

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC7,260,585$154M1.3%+376,63513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,676,640$98.9M0.01%+643,98713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,182,426$88.5M0.01%+541,69913F-HRTimelineGroup
Capital Investment Advisors, LLC3,647,613$77.1M1.18%+242,51213F-HRTimeline
CAPITAL ADVISORS INC/OK3,089,595$65.3M1.05%+97,90213F-HRTimeline
Venture Visionary Partners LLC2,640,751$56.3M1.84%+174,42113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,541,030$53.7M0.02%+652,30013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,283,858$48.3M0.01%+184,12413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,218,379$46.8M0.01%+141,60713F-HRTimelineGroup
Sarver Vrooman Wealth Advisors2,185,522$46.2M29.38%+5,75013F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,949,023$41.2M0.01%+640,84913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,941,124$41.1M0.06%+1,832,47213F-HRTimeline
Summit Financial, LLC1,826,496$38.6M0.57%+87,08513F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,753,685$37.1M1.88%+63,07213F-HRTimeline
UBS Group AGin group UBS Group AG1,665,198$35.2M0.01%+237,25613F-HRTimelineGroup
Advisors Capital Management, LLC1,664,118$35.2M0.41%+90,69713F-HRTimeline
Klingman & Associates, LLC1,580,348$33.4M1.61%+160,42513F-HRTimeline
SUMMITRY LLC1,549,157$32.8M1.37%+35,62513F-HRTimeline
HighTower Advisors, LLC1,211,230$25.6M0.03%+340,97613F-HRTimeline
NewEdge Advisors, LLC1,195,846$25.3M0.09%+59,12613F-HRTimeline
Sound View Wealth Advisors Group, LLC1,119,214$23.7M1.59%+165,15213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC853,136$18M0.02%+53,17213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\848,823$18M0.02%+47,74213F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC813,979$17.2M1.08%+208,79313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.781,212$16.5M1.59%+28,96013F-HRTimeline
EP Wealth Advisors, LLC746,146$15.8M0.08%13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC712,060$15.1M0.06%+12,01313F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp703,778$14.9M1.48%+28,07613F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC650,494$13.8M5.79%+10,08613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…621,344$13.1M0.02%+1,53513F-HR/ATimelineGroup
Envision Financial Planning, LLC611,456$12.9M4.89%-234,44613F-HRTimeline
Mariner, LLCin group Mariner, LLC605,938$12.8M0.02%+517,68013F-HRTimelineGroup
PFG Private Wealth Management, LLC599,772$12.7M5.55%new13F-HRTimeline
LPL Financial LLC599,033$12.7M<0.01%+89,27813F-HRTimeline
Ironwood Financial, llc545,326$11.5M1.96%+51,79813F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …482,724$10.2M0.79%-65,36113F-HRTimelineGroup
Probity Advisors, Inc.476,552$10.1M1.61%+50,74213F-HRTimeline
Janney Montgomery Scott LLC446,278$9.44M0.02%+28,60513F-HRTimeline
Parkway Wealth Management Group, LLC437,705$9.26M1.24%13F-HRTimeline
Commonwealth Financial Services, LLC426,879$9.03M1.49%+14,16313F-HRTimeline
Guidance Point Advisors, LLC407,781$8.62M2%+64,90713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP404,394$8.55M0.01%+393,60613F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC403,267$8.53M0.32%+87,03613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp387,461$8.19M0.15%+100,07813F-HRTimelineGroup
Snowden Capital Advisors LLC368,170$7.79M0.2%+8,93713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding351,957$7.44M+76,068Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…332,282$7.03M<0.01%+84,70413F-HR/ATimelineGroup
LYELL WEALTH MANAGEMENT, LP332,277$7.03M0.51%+46,18113F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC331,601$7.01M2.17%+12,15513F-HRTimeline
First National Trust Co321,951$6.81M0.23%+79,52513F-HRTimeline
Glenview Trust Co302,427$6.4M0.1%+59,15113F-HRTimeline
COWA, LLC311,649$6.18M1.88%+129,60213F-HRTimeline
Parallel Advisors, LLC286,923$6.07M0.11%+18,20713F-HRTimeline
Cheviot Value Management, LLC280,289$5.94M0.58%+17,04413F-HRTimeline
HANCOCK WHITNEY CORP274,748$5.81M0.1%+1,06513F-HRTimeline
Praetorian Wealth Management, Inc.269,037$5.69M1.13%+41,68613F-HRTimeline
Krilogy Financial LLC264,091$5.59M0.19%+6,80113F-HRTimeline
Peloton Wealth Strategists246,350$5.21M2.02%+45,00013F-HRTimeline
4Thought Financial Group Inc.245,470$5.19M2.57%+11,51413F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV236,761$5.01M1.32%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP235,169$4.97M<0.01%+35,91713F-HRTimelineGroup
Keeler Thomas Management LLC224,777$4.75M2.27%-20913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.222,799$4.71M0.01%+91,39813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC217,097$4.59M<0.01%-104,95613F-HRTimelineGroup
Wilkins Miller Wealth Management, LLC216,372$4.58M2.73%-1,68913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC211,196$4.47M0.05%-16,17213F-HRTimelineGroup
OneDigital Investment Advisors LLC211,111$4.46M0.04%new13F-HRTimeline
Signature Wealth Management Group211,111$4.46M1.82%-1,13013F-HRTimeline
Winthrop Partners - WNY, LLC203,249$4.3M2.31%13F-HRTimeline
Beaumont Asset Management, L.L.C.202,120$4.27M2.14%+132,17913F-HRTimeline
Clearstead Advisors, LLC186,202$3.94M0.05%+22,22513F-HRTimeline
CWM, LLCin group CWM, LLC170,077$3.6M0.01%+30,74813F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC164,290$3.47M<0.01%+68513F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC163,647$3.46M0.73%+9,76713F-HRTimeline
Whalen Wealth Management Inc.161,499$3.42M1.83%new13F-HRTimeline
ADIRONDACK TRUST CO155,301$3.28M1.08%+20,71813F-HRTimeline
Sanctuary Advisors, LLC153,111$3.24M0.02%new13F-HRTimeline
MCF Advisors LLC152,429$3.22M0.18%+2,13413F-HRTimeline
Houlihan Financial Resource Group, Ltd.152,175$3.22M1.23%+130,80013F-HRTimeline
Rossmore Private Capital149,058$3.15M0.28%+52,81913F-HRTimeline
Cetera Investment Advisers140,129$2.96M<0.01%+8,07013F-HRTimeline
Beacon Pointe Advisors, LLC132,108$2.79M0.02%+27013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.128,419$2.72M0.03%+12,63313F-HRTimelineGroup
Marathon Mission, Inc.127,639$2.7M1.56%-68413F-HRTimeline
IFP Advisors, Inc122,486$2.59M0.06%+79,56713F-HRTimeline
CENTRAL TRUST Co121,016$2.56M0.05%+96,79813F-HRTimeline
Quantum Financial Advisors, LLC115,552$2.44M0.27%+5,91413F-HRTimeline
Archford Capital Strategies, LLC111,344$2.35M0.27%+3513F-HRTimeline
Stonebrook Private Inc.110,859$2.34M0.49%+3,70513F-HRTimeline
Wealthstar Advisors, LLC109,499$2.32M1.26%+4,42113F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC108,629$2.3M0.15%+5,36113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC105,796$2.24M<0.01%-81,81913F-HRTimelineGroup
Atria Investments, Inc105,593$2.23M0.03%+95,28613F-HRTimeline
Valmark Advisers, Inc.98,140$2.08M0.03%+80,62413F-HRTimeline
Segment Wealth Management, LLC91,635$1.94M0.11%+1,02013F-HRTimeline
WRAPMANAGER INC90,604$1.92M0.65%-20,30413F-HRTimeline
HAMEL ASSOCIATES, INC.84,955$1.8M0.54%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…83,979$1.78M0.01%+5,70213F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC81,867$1.73M0.11%+8213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP81,474$1.72M<0.01%+23,72713F-HRTimelineGroup
Chesley Taft & Associates LLC79,700$1.69M0.07%+4,00013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.79,686$1.69M0.11%new13F-HRTimeline
Belpointe Asset Management LLC79,243$1.68M0.06%+40,57213F-HRTimeline
REDW Wealth LLC78,939$1.67M0.64%-1,28913F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp78,348$1.66M0.04%+16,61313F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC74,733$1.58M0.31%-6,95013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC73,782$1.56M0.02%013F-HRTimeline
Meridian Wealth Management, LLC72,058$1.52M0.05%+56,74313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…71,817$1.52M<0.01%+7,38913F-HRTimeline
BEACON FINANCIAL GROUP71,239$1.51M0.15%+7,77713F-HRTimeline
Global Retirement Partners, LLC70,466$1.49M0.03%+3,80513F-HRTimeline
McGlone Suttner Wealth Management, Inc.69,030$1.46M0.2%+5,41613F-HRTimeline
Cambridge Investment Research Advisors,…67,950$1.44M<0.01%+29,60313F-HRTimeline
J.W. COLE ADVISORS, INC.67,646$1.43M0.03%-1,65513F-HRTimeline
NovaPoint Capital, LLC64,305$1.36M0.35%+6,84013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…63,185$1.34M0.04%+10,13813F-HRTimelineGroup
Paradigm, Strategies in Wealth Manageme…62,609$1.32M0.87%-7,39713F-HRTimeline
Laurel Wealth Advisors LLC62,505$1.32M0.17%+25,95513F-HRTimeline
Penobscot Investment Management Company…60,765$1.29M0.1%+6,01513F-HRTimeline
Camelot Portfolios, LLC58,941$1.25M0.77%-9,81313F-HRTimeline
FLOW TRADERS U.S. LLC56,938$1.2M0.04%new13F-HRTimeline
Bank of New Hampshire53,990$1.14M0.26%+2,35013F-HRTimeline
Walleye Partners, LLC53,940$1.14M1.27%13F-HRTimeline
Cherry Tree Wealth Management, LLC52,736$1.12M0.24%+2,46113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC52,295$1.11M0.08%+7,82513F-HRTimeline
Breachway Investments LLC52,015$1.1M1.16%13F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC51,953$1.1M0.02%-2,76913F-HRTimeline
LITTLE HOUSE CAPITAL LLC50,967$1.08M0.27%-4,74613F-HRTimeline
Newman Dignan & Sheerar, Inc.47,908$1.01M0.21%+6,94213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …47,247$999K0.01%+2,77613F-HRTimelineGroup
Montecito Bank & Trust47,104$996K0.16%+14,30113F-HRTimeline
Gilbert & Cook, Inc.46,743$989K0.12%new13F-HRTimeline
Creative Planningin group Creative Planning46,643$986K<0.01%-36113F-HRTimelineGroup
ROMANO BROTHERS AND COMPANY45,525$963K0.11%+29,81613F-HRTimeline
Leo Wealth, LLC44,735$946K0.07%+7413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS44,604$943K<0.01%+5,82313F-HRTimeline
Bullock Wealth Management Group44,320$937K0.46%+8,74413F-HRTimeline
Farmers National Bank44,065$932K0.21%+72413F-HRTimeline
Integrated Wealth Concepts LLC42,022$889K0.01%+10,27213F-HRTimeline
MEMBERS WEALTH LLC41,879$887K0.56%+7,82613F-HRTimeline
Resonant Capital Advisors, LLC41,023$868K0.05%+8,31913F-HRTimeline
Gradient Capital Advisors, LLC40,801$863K0.22%+1,41313F-HRTimeline
SONATA CAPITAL GROUP INC39,068$826K0.3%+9,29213F-HRTimeline
Sowell Financial Services LLC38,629$817K0.03%+18,85213F-HRTimeline
FourThought Financial Partners, LLC37,861$801K0.07%+21,86413F-HRTimeline
Private Advisor Group, LLC36,285$767K<0.01%+48413F-HRTimeline
Jefferson Bridge Capital, LLC34,781$736K0.74%13F-HRTimeline
Jacobi Capital Management LLC34,711$734K0.04%+4,52613F-HRTimeline
Merit Financial Group, LLC34,425$728K0.01%+6,07013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…33,186$702K0.1%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.32,777$693K0.34%+27513F-HRTimeline
Yoder Wealth Management, Inc.32,715$692K0.32%+9,11513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth32,581$689K<0.01%013F-HRTimelineGroup
MONECO ADVISORS, LLC32,501$687K0.05%+4,80913F-HRTimeline
Composition Wealth, LLC30,782$651K0.01%+3,52213F-HRTimeline
COMERICA BANK30,495$645K<0.01%+53113F-HRTimeline
CGN Advisors LLC30,382$643K0.05%-2,43313F-HRTimeline
DecisionMap Wealth Management, LLC30,372$642K0.4%+4,46213F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…30,036$635K<0.01%+8,68913F-HRTimeline
LifePlan Financial, LLC29,738$629K0.48%new13F-HRTimeline
EVEXIA WEALTH LLC29,178$619K0.17%new13F-HRTimeline
NESTEGG ADVISORS, INC.26,777$566K0.48%+39713F-HRTimeline
Summit Wealth Partners, LLC26,517$561K0.1%013F-HRTimeline
CFO CAPITAL MANAGEMENT LLC26,372$558K0.42%13F-HRTimeline
Crews Bank & Trust25,990$550K0.08%+8,39013F-HRTimeline
Dorsey & Whitney Trust CO LLC25,000$529K0.03%013F-HRTimeline
Stokes Family Office, LLC24,730$523K0.05%013F-HRTimeline
SPINNAKER TRUST24,674$522K0.03%+8,74213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.24,225$512K0.02%+6,15813F-HRTimelineGroup
RVW Wealth, LLC23,682$501K0.04%+9,46313F-HRTimeline
SAX WEALTH ADVISORS, LLC23,357$494K0.02%+2,87313F-HRTimeline
Twin Cities Retirement Group LLC22,881$484K0.47%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…22,681$480K0.01%new13F-HRTimelineGroup
Gryphon Financial Partners LLC22,658$479K0.05%-6513F-HRTimeline
4J Wealth Management LLC22,260$471K0.27%+12,70013F-HRTimeline
10Elms LLP22,200$470K0.43%+1,80013F-HRTimeline
Redwood Financial Network Corp21,461$454K0.29%+2,58513F-HRTimeline
American Money Management, LLC21,001$444K0.07%013F-HRTimeline
Roble, Belko & Company, Inc20,992$444K0.06%013F-HRTimeline
Clearstead Trust, LLC20,420$432K0.07%new13F-HRTimeline
Ellis Investment Partners, LLC20,261$429K0.07%new13F-HRTimeline
Advisory Services Network, LLC20,081$425K0.01%+4,50713F-HRTimeline
Lee Financial Co20,000$423K0.06%013F-HRTimeline
Mutual Advisors, LLC19,996$423K0.01%+5813F-HRTimeline
Greater Midwest Financial Group, LLC19,711$417K0.23%-13713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.19,615$415K0.02%+1,89013F-HRTimeline
Sterling Investment Advisors, Ltd.19,385$410K0.08%+3,90013F-HRTimeline
XML Financial, LLC19,142$405K0.03%+6,79513F-HRTimeline
Godshalk Welsh Capital Management, Inc.19,050$403K0.23%new13F-HRTimeline
Fortis Capital Management LLC18,796$398K0.05%-1,15013F-HRTimeline
Kovack Advisors, Inc.18,698$395K0.02%new13F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management17,994$381K<0.01%+79013F-HRTimelineGroup
Farther Finance Advisors, LLC17,923$379K<0.01%+1,18813F-HRTimeline
SIMON QUICK ADVISORS, LLC17,387$368K0.02%013F-HRTimeline
Madrid Wealth Management, LLC16,368$346K0.28%13F-HRTimeline
Passive Capital Management, LLC.15,719$332K0.1%+59113F-HRTimeline
First Interstate Bank15,631$331K0.02%013F-HRTimeline
Cornerstone Wealth Management, LLC15,497$328K0.02%new13F-HRTimeline
Addison Advisors LLC15,400$326K0.07%013F-HRTimeline
KINTRA WEALTH, LLC14,950$316K0.04%013F-HRTimeline