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Disclosery

IBDX ISHARES TR

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IBONDS DEC 2032 (fund)

142 managers (142 13F filers) reported a position in IBDX shares at 2025-03-31, 32,589,105 shares in all. 26 filers opened a position and 10 filers sold out during the quarter.

Managers
142
13F filers
142
New
26
Added
79
Reduced
20
Sold out
10
Shares held by filers
32,589,105

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC4,004,435$100M1.13%+444,55513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,586,766$64.6M0.02%+64,20613F-HRTimelineGroup
Capital Investment Advisors, LLC2,487,441$62.2M1.22%+207,43413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,232,514$55.8M<0.01%+190,31013F-HRTimelineGroup
First Interstate Bank2,030,810$50.7M3.03%-165,29813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,465,493$36.6M<0.01%+522,96513F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC1,274,909$31.9M1.95%+88,93713F-HRTimeline
UBS Group AGin group UBS Group AG866,783$21.7M<0.01%+73,78813F-HRTimelineGroup
SUMMITRY LLC853,783$21.3M1.08%+40,07613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.817,522$20.4M2.19%+46,47513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC681,184$17M0.01%-75,13913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\650,177$16.2M0.02%+81,23913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC636,826$15.9M<0.01%+38,58413F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp597,191$14.9M1.67%-2,75213F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC543,273$13.6M1.11%+244,24013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…515,775$12.9M0.03%+19,83813F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC491,146$12.3M5.7%+6,18213F-HRTimeline
Seneca House Advisors434,634$10.9M4.63%+22,14813F-HRTimeline
PFG Private Wealth Management, LLC434,091$10.8M5.87%new13F-HRTimeline
HighTower Advisors, LLC425,259$10.6M0.01%+31,65113F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC407,434$10.2M0.15%-3,73813F-HRTimeline
Klingman & Associates, LLC393,449$9.83M0.6%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA364,151$9.1M<0.01%+6,36213F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC351,233$8.78M0.01%+148,23713F-HRTimeline
Janney Montgomery Scott LLC298,906$7.47M0.02%+11,33013F-HRTimeline
Guidance Point Advisors, LLC276,152$6.9M1.97%+3,52713F-HRTimeline
LPL Financial LLC237,871$5.94M<0.01%+28,87513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC228,598$5.71M0.01%+177,91013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP217,124$5.43M0.01%+13,71313F-HRTimelineGroup
Sandy Spring Bank216,387$5.41M0.23%+13,40613F-HRTimeline
LYELL WEALTH MANAGEMENT, LP214,875$5.37M0.5%+90013F-HRTimeline
Marathon Mission, Inc.200,983$5.02M3.51%+11,40613F-HRTimeline
Parallel Advisors, LLC200,792$5.02M0.11%-6,27313F-HRTimeline
Sabal Trust CO196,089$4.9M0.27%+19,99713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC193,085$4.83M<0.01%+65,65013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC190,484$4.76M0.07%+8,28413F-HRTimelineGroup
Krilogy Financial LLC188,742$4.72M0.31%+6,58913F-HRTimeline
4Thought Financial Group Inc.169,417$4.23M2.62%+3,39813F-HRTimeline
COWA, LLC167,853$4.19M1.79%new13F-HRTimeline
NewEdge Advisors, LLC167,816$4.19M0.02%+132,50613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC156,386$3.91M0.02%-44,80813F-HRTimelineGroup
Signature Wealth Management Group151,755$3.79M1.48%+5,15313F-HRTimeline
RWA WEALTH PARTNERS, LLC151,247$3.78M0.05%+17,57713F-HRTimeline
Paradigm, Strategies in Wealth Manageme…148,184$3.7M2.5%-1,20113F-HRTimeline
Probity Advisors, Inc.130,997$3.27M0.63%+7,57013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC126,035$3.15M<0.01%013F-HRTimelineGroup
Evergreen Private Wealth LLC121,986$3.05M1.42%+2,21513F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC113,865$2.85M0.79%-13,98513F-HRTimeline
CGN Advisors LLC113,232$2.83M0.28%+5,43313F-HRTimeline
MCF Advisors LLC100,772$2.52M0.18%+4,75113F-HRTimeline
CWM, LLCin group CWM, LLC100,354$2.51M0.01%+3,38913F-HRTimelineGroup
Stonebrook Private Inc.85,636$2.14M0.56%+5,58913F-HRTimeline
Archford Capital Strategies, LLC83,939$2.1M0.31%+20713F-HRTimeline
Venture Visionary Partners LLC82,338$2.06M0.09%-63913F-HRTimeline
KINTRA WEALTH, LLC82,260$2.06M1.39%-6,17113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC74,357$1.86M0.01%+13,01213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC65,560$1.64M<0.01%+2,95313F-HRTimelineGroup
Quantum Financial Advisors, LLC63,553$1.59M0.24%+52113F-HRTimeline
Arcataur Capital Management LLC63,465$1.59M0.54%new13F-HRTimeline
Wilkins Miller Wealth Management, LLC61,823$1.54M1.16%+13613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC58,014$1.45M0.03%013F-HRTimeline
Cetera Investment Advisers56,763$1.42M<0.01%+19,47013F-HRTimeline
Segment Wealth Management, LLC54,960$1.37M0.09%+6,02013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…53,358$1.33M0.01%+44,15613F-HRTimelineGroup
Peloton Wealth Strategists52,500$1.31M0.55%+7,50013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV50,933$1.27M<0.01%+10,31413F-HRTimeline
ADIRONDACK TRUST CO48,007$1.2M0.47%+16,95413F-HRTimeline
LITTLE HOUSE CAPITAL LLC45,299$1.13M0.31%-3,42313F-HRTimeline
McGlone Suttner Wealth Management, Inc.44,691$1.12M0.18%+55213F-HRTimeline
NovaPoint Capital, LLC41,466$1.04M0.32%+1,86713F-HRTimeline
REDW Wealth LLC41,027$1.03M0.38%-8,15913F-HRTimeline
STAR Financial Bank38,654$966K0.71%new13F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC38,013$950K0.02%-1,20813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…37,753$943K<0.01%-7,20213F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp37,050$926K0.03%+1,25013F-HRTimelineGroup
HEADINVEST, LLC36,890$922K0.18%-1,01613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS35,047$876K<0.01%+1,66013F-HRTimeline
MML INVESTORS SERVICES, LLC34,794$870K<0.01%+1,46113F-HRTimeline
FLOW TRADERS U.S. LLC33,209$830K0.03%-34,86013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD32,645$815K0.02%new13F-HRTimelineGroup
Gradient Capital Advisors, LLC32,541$813K0.27%+513F-HRTimeline
Beacon Pointe Advisors, LLC30,801$770K0.01%+8,28613F-HRTimeline
Montecito Bank & Trust28,265$706K0.13%+28013F-HRTimeline
Princeton Global Asset Management LLC28,257$706K0.14%+1,54413F-HRTimeline
IFP Advisors, Inc27,597$690K0.02%+5,87513F-HRTimeline
Farmers National Bank27,587$689K0.19%+1,88813F-HRTimeline
Stokes Family Office, LLC27,330$683K0.08%013F-HRTimeline
BEACON FINANCIAL GROUP25,354$634K0.07%+2,43113F-HRTimeline
Ironwood Financial, llc24,410$610K0.13%new13F-HRTimeline
Keeler Thomas Management LLC23,971$599K0.29%new13F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC21,502$537K0.02%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,973$524K<0.01%+2,13313F-HRTimelineGroup
Mutual Advisors, LLC19,470$485K0.01%+1,82313F-HRTimeline
COMERICA BANK19,353$484K<0.01%+1,71613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,744$444K<0.01%-22,66813F-HRTimelineGroup
Creative Planningin group Creative Planning17,507$437K<0.01%-2,99213F-HRTimelineGroup
Private Advisor Group, LLC17,265$431K<0.01%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.17,217$430K<0.01%+2,51513F-HRTimeline
Jacobi Capital Management LLC17,074$427K0.03%+1,53413F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC16,772$419K0.03%+7,15013F-HRTimeline
Integrated Wealth Concepts LLC16,732$418K<0.01%+1,21413F-HRTimeline
Dorsey & Whitney Trust CO LLC16,000$400K0.02%013F-HRTimeline
Spectrum Wealth Counsel, LLC15,544$388K0.05%+14,21813F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.14,068$352K0.04%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…13,829$346K0.01%+72713F-HRTimelineGroup
Advisory Services Network, LLC13,432$336K0.01%new13F-HRTimeline
First National Trust Co13,153$329K0.01%+3,04013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,825$320K<0.01%-75,45913F-HR/ATimelineGroup
StoneX Group Inc.in group StoneX Group Inc.12,751$319K0.02%new13F-HR/ATimelineGroup
Glenview Trust Co12,134$303K0.01%new13F-HR/ATimeline
Penobscot Investment Management Company…11,600$290K0.03%-65013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC10,407$260K0.14%013F-HRTimeline
MGO ONE SEVEN LLC10,381$259K0.01%new13F-HRTimeline
Arkadios Wealth Advisors9,698$242K0.01%new13F-HRTimeline
Addison Advisors LLC9,663$241K0.07%+1,31013F-HRTimeline
Chesley Taft & Associates LLC9,500$237K0.01%new13F-HRTimeline
Valmark Advisers, Inc.8,777$219K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC8,732$218K0.05%+2,32013F-HRTimeline
Hendershot Investments Inc.8,156$204K0.03%013F-HRTimeline
Roble, Belko & Company, Inc7,113$178K0.03%+97613F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.6,740$168K0.1%+94013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise5,298$132K0.01%13F-HRTimelineGroup
CENTRAL TRUST Co3,191$79.7K<0.01%+613F-HRTimeline
Hemington Wealth Management2,590$64K0.01%+19513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,000$50K<0.01%013F-HRTimeline
Trust Co1,979$49.5K0.01%013F-HRTimeline
Centricity Wealth Management, LLC1,625$40.6K0.04%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,400$34.9K<0.01%new13F-HR/ATimelineGroup
HM PAYSON & CO1,177$29.4K<0.01%new13F-HRTimeline
Sarver Vrooman Wealth Advisors1,050$26.2K0.02%13F-HRTimeline
Bank of New Hampshire1,000$25K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO904$22.6K<0.01%new13F-HRTimelineGroup
10Elms LLP850$21.2K0.02%new13F-HRTimeline
Byrne Asset Management LLC842$21K0.02%new13F-HRTimeline
Allworth Financial LP849$21K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank800$20K0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/350$8.75K<0.01%new13F-HRTimelineGroup
2UniFi Bank226$5.67K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC223$5.57K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV206$5.15K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.50$1.25K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.