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Disclosery

IBDX ISHARES TR

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IBONDS DEC 2032 (fund)

125 managers (125 13F filers) reported a position in IBDX shares at 2024-12-31, 29,142,292 shares in all. 12 filers opened a position and 6 filers sold out during the quarter.

Managers
125
13F filers
125
New
12
Added
74
Reduced
18
Sold out
6
Shares held by filers
29,142,292

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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, LLC3,559,880$87.5M1.04%+1,438,26213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,522,560$62M0.01%+179,92513F-HRTimelineGroup
Capital Investment Advisors, LLC2,280,007$56M1.14%+331,29713F-HRTimeline
First Interstate Bank2,196,108$54M3.27%+28,46713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,042,204$50.2M<0.01%+233,65513F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC1,185,972$29.2M1.71%+109,72313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY942,528$23.2M<0.01%+286,94813F-HR/ATimelineGroup
SUMMITRY LLC813,707$20M0.98%-188,98113F-HRTimeline
UBS Group AGin group UBS Group AG792,995$19.5M<0.01%+124,42113F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.771,047$19M2.02%+147,44613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC756,323$18.6M0.01%13F-HR/ATimelineGroup
Arrow Financial Corpin group Arrow Financial Corp599,943$14.7M1.4%+14,94313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC598,242$14.7M<0.01%+556,33113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\568,938$14M0.02%-12,92813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…495,937$12.2M0.03%-8,91213F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC484,964$11.9M5.97%+9,42213F-HRTimeline
Seneca House Advisors412,486$10.1M4.03%+54,37113F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC411,172$10.1M0.14%+1,80913F-HRTimeline
HighTower Advisors, LLC393,608$9.67M0.01%+4,87513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA357,789$8.79M<0.01%+7,49313F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC299,033$7.35M0.59%new13F-HRTimeline
Janney Montgomery Scott LLC287,576$7.07M0.02%+15,05713F-HRTimeline
Guidance Point Advisors, LLC272,625$6.7M1.88%+5,91713F-HRTimeline
LYELL WEALTH MANAGEMENT, LP213,975$5.26M0.47%+16,50013F-HRTimeline
LPL Financial LLC208,996$5.14M<0.01%-84,60613F-HRTimeline
Parallel Advisors, LLC207,065$5.09M0.12%+34,71313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP203,411$5M0.01%+5,38513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC202,996$4.99M0.01%+24,54313F-HRTimeline
Sandy Spring Bank202,981$4.99M0.2%+9,75113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC201,194$4.95M0.03%+166,89113F-HRTimelineGroup
Marathon Mission, Inc.189,577$4.66M3.17%+17,02613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC182,200$4.48M0.06%+5,98213F-HRTimelineGroup
Krilogy Financial LLC182,153$4.48M0.3%+7,07313F-HRTimeline
Sabal Trust CO176,092$4.33M0.25%+57,54713F-HRTimeline
4Thought Financial Group Inc.166,019$4.08M2.53%+72713F-HRTimeline
Paradigm, Strategies in Wealth Manageme…149,385$3.67M2.42%-4,04813F-HRTimeline
Signature Wealth Management Group146,602$3.6M1.45%+55,39913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.145,378$3.57M0.05%-1,82513F-HRTimelineGroup
Executive Wealth Management, LLC140,441$3.45M0.27%+39,80513F-HRTimeline
RWA WEALTH PARTNERS, LLC133,670$3.29M0.04%+116,66613F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC127,850$3.14M1.03%-3,20313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC127,435$3.13M<0.01%+27,37313F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC126,035$3.1M<0.01%013F-HRTimelineGroup
Probity Advisors, Inc.123,427$3.03M0.58%+22,10913F-HRTimeline
Evergreen Private Wealth LLC119,771$2.94M1.38%+2,70513F-HRTimeline
CGN Advisors LLC107,799$2.65M0.26%+9,92713F-HRTimeline
CWM, LLCin group CWM, LLC96,965$2.38M0.01%+4,42813F-HRTimelineGroup
MCF Advisors LLC96,021$2.36M0.17%+1,45913F-HRTimeline
KINTRA WEALTH, LLC88,431$2.17M1.52%+77,59713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC88,284$2.17M<0.01%+76,86113F-HRTimelineGroup
Archford Capital Strategies, LLC83,732$2.06M0.31%-96713F-HRTimeline
Venture Visionary Partners LLC82,977$2.04M0.09%-18,76113F-HR/ATimeline
Stonebrook Private Inc.80,047$1.97M0.51%+7,16113F-HRTimeline
FLOW TRADERS U.S. LLC68,069$1.67M0.07%+31,83513F-HRTimeline
Quantum Financial Advisors, LLC63,032$1.55M0.24%+1,12313F-HRTimeline
Mariner, LLCin group Mariner, LLC62,607$1.54M<0.01%+3,10913F-HRTimelineGroup
Wilkins Miller Wealth Management, LLC61,687$1.52M1.59%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC61,345$1.51M0.01%+8,28413F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC58,014$1.43M0.03%+8,92913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC50,688$1.25M<0.01%-35,13013F-HRTimelineGroup
REDW Wealth LLC49,186$1.21M0.42%-34,75113F-HRTimeline
Segment Wealth Management, LLC48,940$1.2M0.08%+21,98013F-HRTimeline
LITTLE HOUSE CAPITAL LLC48,722$1.2M0.34%-6913F-HRTimeline
Peloton Wealth Strategists45,000$1.11M0.45%+4,00013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…44,955$1.1M<0.01%+2,11613F-HR/ATimeline
McGlone Suttner Wealth Management, Inc.44,139$1.08M0.18%+1,87613F-HRTimeline
J.W. COLE ADVISORS, INC.42,065$1.03M0.04%-4,44113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV40,619$998K<0.01%+19,30013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.40,412$993K<0.01%+3,30913F-HR/ATimelineGroup
NovaPoint Capital, LLC39,599$973K0.3%+1,97113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC39,221$964K0.02%+5,78413F-HRTimeline
HEADINVEST, LLC37,906$932K0.18%013F-HRTimeline
Cetera Investment Advisers37,293$917K<0.01%+23,65413F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp35,800$880K0.03%+8,10013F-HRTimelineGroup
NewEdge Advisors, LLC35,310$868K0.01%-43,12113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS33,387$821K<0.01%+2,70413F-HRTimeline
MML INVESTORS SERVICES, LLC33,333$819K<0.01%+2,90113F-HRTimeline
Mendota Financial Group, LLC33,003$811K0.53%-5,93413F-HRTimeline
Gradient Capital Advisors, LLC32,536$800K0.26%+2,38213F-HRTimeline
ADIRONDACK TRUST CO31,053$763K0.29%+20,36113F-HRTimeline
Montecito Bank & Trust27,985$688K0.12%013F-HRTimeline
Stokes Family Office, LLC27,330$672K0.07%013F-HRTimeline
Princeton Global Asset Management LLC26,713$657K0.12%+11,51113F-HRTimeline
Farmers National Bank25,699$632K0.18%13F-HRTimeline
BEACON FINANCIAL GROUP22,923$563K0.06%+8,47113F-HRTimeline
Beacon Pointe Advisors, LLC22,515$553K0.01%+2,99813F-HRTimeline
IFP Advisors, Inc21,722$534K0.02%+8,76213F-HRTimeline
Creative Planningin group Creative Planning20,499$504K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…18,840$463K<0.01%+5,43013F-HRTimelineGroup
COMERICA BANK17,637$434K<0.01%-1913F-HR/ATimeline
Mutual Advisors, LLC17,647$433K0.01%+19013F-HRTimeline
Private Advisor Group, LLC17,265$424K<0.01%013F-HRTimeline
Dorsey & Whitney Trust CO LLC16,000$393K0.02%new13F-HRTimeline
Jacobi Capital Management LLC15,540$382K0.03%+4,98013F-HRTimeline
Integrated Wealth Concepts LLC15,518$381K<0.01%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.14,702$361K<0.01%+4,16013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,565$358K<0.01%new13F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.14,068$346K0.04%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…13,102$322K0.01%13F-HRTimelineGroup
Penobscot Investment Management Company…12,250$301K0.03%new13F-HRTimeline
COOPER/HAIMS ADVISORS, LLC10,407$256K0.15%013F-HRTimeline
First National Trust Co10,113$249K0.01%new13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC9,622$237K0.02%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,202$226K<0.01%+59613F-HRTimelineGroup
Addison Advisors LLC8,353$205K0.06%-41513F-HRTimeline
Hendershot Investments Inc.8,156$200K0.03%013F-HRTimeline
Cherry Tree Wealth Management, LLC6,412$158K0.04%+39513F-HRTimeline
Roble, Belko & Company, Inc6,137$151K0.02%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.5,800$143K0.08%+70013F-HRTimeline
CENTRAL TRUST Co3,185$78.3K<0.01%+2,19913F-HRTimeline
Hemington Wealth Management2,395$58K0.01%+72013F-HRTimeline
Element Wealth, LLC2,030$49.9K0.03%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,000$49.2K<0.01%013F-HRTimeline
Trust Co1,979$48.6K0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST1,904$46.8K0.02%new13F-HRTimeline
Van Hulzen Asset Management, LLC1,818$44.7K<0.01%new13F-HRTimeline
Centricity Wealth Management, LLC1,625$39.9K0.04%13F-HRTimeline
Spectrum Wealth Counsel, LLC1,326$32.6K<0.01%013F-HRTimeline
Allworth Financial LP849$20.9K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC689$17K<0.01%new13F-HRTimeline
Venturi Wealth Management, LLC661$16.2K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…379$9.32K<0.01%-1,71513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV206$5.06K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.50$1.23K<0.01%+313F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.