IBDW ISHARES TR
FollowIBONDS DEC 2031 (fund)
Filings received so far for Q3 2026: 13 13F filers report a position in IBDW shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Venture Visionary Partners LLC | 2,341,903 | $47M | 1.23% | -776,169 | 13F-HRTimeline |
| Sarver Vrooman Wealth Advisors | 2,265,413 | $45.4M | 26.73% | +44,914 | 13F-HRTimeline |
| Marathon Mission, Inc. | 129,200 | $2.59M | 1.31% | +3,194 | 13F-HRTimeline |
| Bullock Wealth Management Group | 75,132 | $1.5M | 0.62% | +3,608 | 13F-HRTimeline |
| Montecito Bank & Trust | 64,595 | $1.3M | 0.2% | +1,800 | 13F-HRTimeline |
| Bank of New Hampshire | 60,470 | $1.21M | 0.26% | -950 | 13F-HRTimeline |
| Weaver Consulting Group | 39,138 | $785K | 0.15% | new | 13F-HRTimeline |
| Conrad Siegel Investment Advisors, Inc. | 33,298 | $668K | 0.11% | +2,215 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 20,517 | $412K | <0.01% | -6,435 | 13F-HRTimeline |
| RVW Wealth, LLC | 16,560 | $332K | 0.02% | 0 | 13F-HRTimeline |
| Trust Co | 8,211 | $165K | 0.01% | 0 | 13F-HRTimeline |
| Acropolis Investment Management, LLC | 6,890 | $138K | 0.01% | 0 | 13F-HRTimeline |
| EASTERN BANK | 1,950 | $39.1K | <0.01% | 0 | 13F-HRTimeline |