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Disclosery

IBDW ISHARES TR

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IBONDS DEC 2031 (fund)

288 managers (289 13F filers) reported a position in IBDW shares at 2026-03-31, 87,788,154 shares in all. 41 filers opened a position and 13 filers sold out during the quarter.

Managers
288
13F filers
289
New
41
Added
176
Reduced
35
Sold out
13
Shares held by filers
87,788,154

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC7,393,304$155M1.3%+132,71913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,166,787$108M0.01%+984,36113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,058,827$106M0.01%+382,18713F-HRTimelineGroup
Capital Investment Advisors, LLC3,841,541$80.4M1.18%+193,92813F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,566,527$74.6M0.02%+1,025,49713F-HRTimelineGroup
CAPITAL ADVISORS INC/OK3,316,750$69.4M1.12%+227,15513F-HRTimeline
Venture Visionary Partners LLC2,853,427$59.7M1.99%+212,67613F-HRTimeline
Sarver Vrooman Wealth Advisors2,194,181$45.9M28.29%+8,65913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,080,313$43.5M0.01%-203,54513F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,058,364$43.1M0.01%+109,34113F-HRTimelineGroup
Summit Financial, LLC1,900,235$39.8M0.51%+73,73913F-HRTimeline
UBS Group AGin group UBS Group AG1,894,630$39.7M0.01%+229,43213F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC1,816,012$38M2.01%+62,32713F-HRTimeline
HighTower Advisors, LLC1,773,629$37.1M0.04%+562,39913F-HRTimeline
Advisors Capital Management, LLC1,749,262$36.6M0.43%+85,14413F-HRTimeline
Klingman & Associates, LLC1,699,798$35.6M1.7%+119,45013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,607,751$33.7M0.01%-610,62813F-HR/ATimelineGroup
SUMMITRY LLC1,604,622$33.6M1.18%+55,46513F-HR/ATimeline
Sound View Wealth Advisors Group, LLC1,182,844$24.8M1.68%+63,63013F-HRTimeline
NewEdge Advisors, LLC1,170,337$24.5M0.09%-25,50913F-HR/ATimeline
WOODMONT INVESTMENT COUNSEL LLC936,335$19.6M1.21%+122,35613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.912,123$19.1M1.87%+130,91113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV909,529$19M0.03%-1,031,59513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\891,295$18.7M0.02%+42,47213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC769,745$16.1M0.02%-83,39113F-HRTimeline
EP Wealth Advisors, LLC731,129$15.3M0.08%-15,01713F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp722,758$15.1M1.52%+18,98013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC696,445$14.6M0.06%-15,61513F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC657,363$13.8M5.74%+6,86913F-HRTimeline
LPL Financial LLC649,780$13.6M<0.01%+50,74713F-HRTimeline
Mariner, LLCin group Mariner, LLC649,578$13.6M0.02%+43,64013F-HRTimelineGroup
Envision Financial Planning, LLC639,767$13.4M4.84%+28,31113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…632,154$13.2M0.02%+10,81013F-HRTimelineGroup
PFG Private Wealth Management, LLC629,507$13.2M5.59%+29,73513F-HRTimeline
Ironwood Financial, llc569,411$11.9M2.08%+24,08513F-HRTimeline
Probity Advisors, Inc.524,604$11M1.74%+48,05213F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC520,826$10.9M0.43%+117,55913F-HRTimeline
Parkway Wealth Management Group, LLC482,931$10.1M1.28%+45,22613F-HRTimeline
Janney Montgomery Scott LLC478,622$10M0.02%+32,34413F-HRTimeline
Commonwealth Financial Services, LLC460,273$9.63M1.53%+33,39413F-HRTimeline
First National Trust Co450,146$9.42M0.32%+128,19513F-HRTimeline
Cornerstone Planning, LLC446,549$9.37M2.11%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding446,358$9.34M+94,401Timeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp427,594$8.95M0.17%+40,13313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP423,036$8.85M0.01%+18,64213F-HRTimelineGroup
Guidance Point Advisors, LLC422,142$8.84M2.09%+14,36113F-HRTimeline
COWA, LLC408,644$8.55M2.31%+96,99513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…406,814$8.51M0.01%+74,53213F-HRTimelineGroup
Glenview Trust Co393,227$8.23M0.13%+90,80013F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.381,199$7.98M3.76%new13F-HRTimeline
Snowden Capital Advisors LLC380,644$7.97M0.21%+12,47413F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …364,416$7.63M0.86%-118,30813F-HRTimelineGroup
MOSELEY INVESTMENT MANAGEMENT INC355,021$7.43M2.37%+23,42013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP349,577$7.32M0.54%+17,30013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC348,743$7.3M<0.01%+131,64613F-HRTimelineGroup
Peloton Wealth Strategists307,350$6.43M2.6%+61,00013F-HRTimeline
Cheviot Value Management, LLC300,130$6.28M0.63%+19,84113F-HRTimeline
Praetorian Wealth Management, Inc.296,244$6.21M1.18%+27,20713F-HRTimeline
Parallel Advisors, LLC292,121$6.11M0.11%+5,19813F-HR/ATimeline
HANCOCK WHITNEY CORP291,173$6.09M0.11%+16,42513F-HRTimeline
Krilogy Financial LLC269,070$5.65M0.18%+4,97913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.262,635$5.5M0.01%+39,83613F-HRTimelineGroup
Beaumont Asset Management, L.L.C.256,851$5.38M2.42%+54,73113F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV249,171$5.22M1.36%+12,41013F-HRTimeline
4Thought Financial Group Inc.244,684$5.12M2.53%-78613F-HRTimeline
ADIRONDACK TRUST CO244,444$5.12M1.72%+89,14313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC224,702$4.7M0.01%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC219,566$4.6M0.05%+8,37013F-HRTimelineGroup
OneDigital Investment Advisors LLC213,556$4.47M0.04%+2,44513F-HRTimeline
Winthrop Partners - WNY, LLC212,776$4.45M2.37%+9,52713F-HRTimeline
Wilkins Miller Wealth Management, LLC211,441$4.43M2.68%-4,93113F-HRTimeline
Signature Wealth Management Group210,521$4.41M1.67%-59013F-HRTimeline
Chicago Partners Investment Group LLC208,444$4.38M0.1%+196,51613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.207,543$4.34M0.03%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC193,091$4.04M0.01%+23,01413F-HRTimelineGroup
Sanctuary Advisors, LLC192,103$4.02M0.02%+38,99213F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.191,815$4.01M2.15%new13F-HRTimeline
CENTRAL TRUST Co190,340$3.98M0.08%+69,32413F-HRTimeline
Clearstead Advisors, LLC186,315$3.9M0.04%+11313F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC170,410$3.57M0.71%+6,76313F-HRTimeline
Houlihan Financial Resource Group, Ltd.166,946$3.49M1.36%+14,77113F-HRTimeline
Cetera Investment Advisers165,005$3.45M<0.01%+24,87613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC163,040$3.41M<0.01%-1,25013F-HRTimelineGroup
Rossmore Private Capital159,376$3.34M0.29%+10,31813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC158,223$3.31M<0.01%new13F-HRTimelineGroup
Quantum Financial Advisors, LLC157,872$3.3M0.37%+42,32013F-HRTimeline
Beacon Pointe Advisors, LLC153,704$3.22M0.02%+21,59613F-HRTimeline
MCF Advisors LLC153,478$3.21M0.14%+1,04913F-HRTimeline
IFP Advisors, Inc139,773$2.93M0.06%+17,28713F-HRTimeline
MEMBERS WEALTH LLC138,918$2.92M1.74%+97,03913F-HRTimeline
Marathon Mission, Inc.130,566$2.73M1.59%+2,92713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.129,410$2.71M0.03%+99113F-HRTimelineGroup
Segment Wealth Management, LLC128,455$2.69M0.16%+36,82013F-HRTimeline
KINTRA WEALTH, LLC126,491$2.65M0.19%+111,54113F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC121,392$2.54M0.17%+12,76313F-HRTimeline
Wealthstar Advisors, LLC118,755$2.49M1.48%+9,25613F-HRTimeline
Stonebrook Private Inc.115,789$2.42M0.52%+4,93013F-HRTimeline
Atria Investments, Inc112,173$2.35M0.03%+6,58013F-HRTimeline
Archford Capital Strategies, LLC111,547$2.33M0.27%+20313F-HRTimeline
Valmark Advisers, Inc.107,229$2.24M0.03%+9,08913F-HRTimeline
HAMEL ASSOCIATES, INC.105,515$2.21M0.63%+20,56013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC105,125$2.2M0.13%+23,25813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP105,089$2.18M<0.01%+23,61513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…95,064$1.99M<0.01%+23,24713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC93,851$1.96M0.03%+41,89813F-HRTimeline
WRAPMANAGER INC92,644$1.94M0.67%+2,04013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…92,324$1.93M0.01%+8,34513F-HRTimelineGroup
Chesley Taft & Associates LLC88,500$1.85M0.08%+8,80013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.88,094$1.84M0.12%+8,40813F-HRTimeline
Belpointe Asset Management LLC86,614$1.81M0.07%+7,37113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp85,609$1.79M0.05%+7,26113F-HRTimelineGroup
Cambridge Investment Research Advisors,…84,211$1.76M<0.01%+16,26113F-HRTimeline
Meridian Wealth Management, LLC82,792$1.73M0.06%+10,73413F-HRTimeline
Laurel Wealth Advisors LLC77,790$1.63M0.16%+15,28513F-HRTimeline
ROMANO BROTHERS AND COMPANY76,708$1.61M0.18%+31,18313F-HRTimeline
Resonant Capital Advisors, LLC76,605$1.6M0.08%+35,58213F-HRTimeline
REDW Wealth LLC76,330$1.6M0.64%-2,60913F-HRTimeline
J.W. COLE ADVISORS, INC.74,995$1.57M0.05%+7,34913F-HRTimeline
BEACON FINANCIAL GROUP74,055$1.55M0.15%+2,81613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC73,782$1.54M0.02%013F-HRTimeline
McGlone Suttner Wealth Management, Inc.73,269$1.53M0.2%+4,23913F-HRTimeline
FourThought Financial Partners, LLC70,298$1.47M0.13%+32,43713F-HRTimeline
LifePlan Financial, LLC69,700$1.46M1.08%+39,96213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC69,541$1.46M0.01%new13F-HRTimelineGroup
Penobscot Investment Management Company…67,720$1.42M0.11%+6,95513F-HRTimeline
10Elms LLP66,534$1.39M0.88%+44,33413F-HRTimeline
NovaPoint Capital, LLC65,184$1.36M0.34%+87913F-HRTimeline
AssuredPartners Investment Advisors, LLC65,329$1.36M0.15%new13F-HRTimeline
Creative Planningin group Creative Planning64,978$1.36M<0.01%+18,33513F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co64,692$1.35M0.07%new13F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC63,401$1.33M0.28%-11,33213F-HRTimeline
Sowell Financial Services LLC62,632$1.31M0.05%+24,00313F-HRTimeline
Godshalk Welsh Capital Management, Inc.62,050$1.3M0.75%+43,00013F-HRTimeline
Bank of New Hampshire61,420$1.29M0.29%+7,43013F-HRTimeline
Camelot Portfolios, LLC61,067$1.28M0.96%+2,12613F-HRTimeline
Paradigm, Strategies in Wealth Manageme…60,064$1.26M0.85%-2,54513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC58,310$1.22M0.09%+6,01513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP58,193$1.22M<0.01%-176,97613F-HRTimelineGroup
Montecito Bank & Trust57,692$1.21M0.2%+10,58813F-HRTimeline
Roble, Belko & Company, Inc56,531$1.18M0.15%+35,53913F-HRTimeline
Bullock Wealth Management Group56,399$1.18M0.59%+12,07913F-HRTimeline
SPINNAKER TRUST54,863$1.15M0.06%+30,18913F-HRTimeline
Cherry Tree Wealth Management, LLC54,319$1.14M0.24%+1,58313F-HRTimeline
Breachway Investments LLC53,165$1.11M1.06%+1,15013F-HRTimeline
Newman Dignan & Sheerar, Inc.49,298$1.03M0.22%+1,39013F-HRTimeline
Strid Group, LLC48,394$1.01M0.13%new13F-HRTimeline
Cornell Pochily Investment Advisors, In…47,354$991K0.29%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS46,881$981K<0.01%+2,27713F-HRTimeline
Gilbert & Cook, Inc.46,743$978K0.13%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …45,781$958K0.01%-1,46613F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…44,799$938K0.03%-18,38613F-HRTimelineGroup
Farmers National Bank44,655$935K0.21%+59013F-HRTimeline
LITTLE HOUSE CAPITAL LLC43,544$911K0.24%-7,42313F-HRTimeline
Jefferson Bridge Capital, LLC41,738$874K0.87%+6,95713F-HRTimeline
Gradient Capital Advisors, LLC40,801$854K0.22%013F-HRTimeline
SONATA CAPITAL GROUP INC40,421$846K0.31%+1,35313F-HRTimeline
Merit Financial Group, LLC39,963$836K0.01%+5,53813F-HRTimeline
Yoder Wealth Management, Inc.39,515$827K0.38%+6,80013F-HRTimeline
Jacobi Capital Management LLC39,507$827K0.05%+4,79613F-HRTimeline
Leo Wealth, LLC39,496$827K0.06%-5,23913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,384$824K<0.01%-66,41213F-HRTimelineGroup
MONECO ADVISORS, LLC37,189$778K0.06%+4,68813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp36,662$767K<0.01%new13F-HRTimelineGroup
Windsor Capital Management, LLC36,358$761K0.21%new13F-HRTimeline
Private Advisor Group, LLC36,285$759K<0.01%013F-HRTimeline
EVEXIA WEALTH LLC34,080$716K0.2%+4,90213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…33,443$700K<0.01%new13F-HRTimelineGroup
BARON SILVER STEVENS FINANCIAL ADVISORS…33,186$695K0.1%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth33,053$692K<0.01%+47213F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.33,002$691K0.34%+22513F-HRTimeline
Integrated Wealth Concepts LLC30,952$648K0.01%-11,07013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…30,911$647K<0.01%+87513F-HRTimeline
Composition Wealth, LLC30,784$644K0.01%+213F-HRTimeline
Conrad Siegel Investment Advisors, Inc.30,708$643K0.12%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.30,585$640K0.03%+10,97013F-HRTimeline
DecisionMap Wealth Management, LLC30,401$636K0.41%+2913F-HRTimeline
Redwood Financial Network Corp29,756$623K0.41%+8,29513F-HRTimeline
CFO CAPITAL MANAGEMENT LLC29,283$610K0.5%+2,91113F-HRTimeline
HM PAYSON & CO28,900$605K0.01%new13F-HRTimeline
NESTEGG ADVISORS, INC.26,973$565K0.5%+19613F-HRTimeline
Summit Wealth Partners, LLC26,517$555K0.09%013F-HRTimeline
Crews Bank & Trust25,990$544K0.08%013F-HRTimeline
Dorsey & Whitney Trust CO LLC25,000$523K0.03%013F-HRTimeline
Stokes Family Office, LLC24,730$518K0.05%013F-HRTimeline
XML Financial, LLC24,643$516K0.04%+5,50113F-HRTimeline
Van Hulzen Asset Management, LLC23,771$498K0.04%+13,30913F-HRTimeline
SAX WEALTH ADVISORS, LLC23,357$494K0.02%013F-HRTimeline
Twin Cities Retirement Group LLC23,436$491K0.45%+55513F-HRTimeline
4J Wealth Management LLC23,010$482K0.27%+75013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…22,852$478K0.01%+17113F-HRTimelineGroup
Gryphon Financial Partners LLC22,658$474K0.05%013F-HRTimeline
Ellis Investment Partners, LLC22,187$464K0.08%+1,92613F-HRTimeline
American Money Management, LLC21,001$440K0.07%013F-HRTimeline
Great Diamond Partners, LLC20,867$437K0.08%+6,41013F-HRTimeline
Clearstead Trust, LLC20,420$427K0.07%013F-HRTimeline
Greater Midwest Financial Group, LLC20,417$427K0.23%+70613F-HRTimeline
Advisory Services Network, LLC20,232$423K0.01%+15113F-HRTimeline
Lee Financial Co20,000$419K0.06%013F-HRTimeline
Farther Finance Advisors, LLC19,587$409K<0.01%+1,66413F-HRTimeline
Sterling Investment Advisors, Ltd.19,385$406K0.07%013F-HRTimeline