Skip to content
Disclosery

IBDX ISHARES TR

Follow

IBONDS DEC 2032 (fund)

157 managers (158 13F filers) reported a position in IBDX shares at 2025-06-30, 34,609,656 shares in all. 26 filers opened a position and 7 filers sold out during the quarter.

Managers
157
13F filers
158
New
26
Added
84
Reduced
28
Sold out
7
Shares held by filers
34,609,656

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Aptus Capital Advisors, LLC4,261,556$108M1.06%+257,12113F-HRTimeline
Capital Investment Advisors, LLC2,752,018$69.6M1.25%+264,57713F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,675,128$67.6M0.01%+88,36213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,252,296$56.9M<0.01%+19,78213F-HRTimelineGroup
First Interstate Bank1,985,980$50.2M2.95%-44,83013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,596,453$40.4M<0.01%+130,96013F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC1,316,078$33.3M1.83%+41,16913F-HRTimeline
SUMMITRY LLC1,053,450$26.6M1.21%+199,66713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.812,405$20.5M2.11%-5,11713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC808,343$20.2M<0.01%+171,51713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\758,407$19.2M0.02%+108,23013F-HRTimelineGroup
UBS Group AGin group UBS Group AG736,785$18.6M<0.01%-129,99813F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC657,139$16.6M1.23%+113,86613F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp591,999$15M1.58%-5,19213F-HRTimelineGroup
Klingman & Associates, LLC514,089$13M0.72%+120,64013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…504,136$12.7M0.03%-11,63913F-HR/ATimelineGroup
MB, LEVIS & ASSOCIATES, LLC503,035$12.7M5.59%+11,88913F-HRTimeline
PFG Private Wealth Management, LLC446,942$11.3M5.82%+12,85113F-HRTimeline
HighTower Advisors, LLC445,324$11.3M0.01%+20,06513F-HRTimeline
Seneca House Advisors421,817$10.7M4.54%-12,81713F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC401,503$10.2M0.14%-5,93113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA349,038$8.83M<0.01%-15,11313F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC345,959$8.75M0.01%-5,27413F-HRTimeline
Janney Montgomery Scott LLC317,816$8.04M0.02%+18,91013F-HRTimeline
COWA, LLC312,775$7.9M3.01%+144,92213F-HRTimeline
Advisors Capital Management, LLC297,883$7.53M0.1%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC283,880$7.18M<0.01%-397,30413F-HRTimelineGroup
Guidance Point Advisors, LLC278,413$7.04M1.81%+2,26113F-HRTimeline
LPL Financial LLC262,135$6.63M<0.01%+24,26413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC247,692$6.26M0.01%+19,09413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC224,932$5.69M<0.01%+31,84713F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp219,947$5.56M0.13%new13F-HRTimelineGroup
Parallel Advisors, LLC218,176$5.52M0.11%+17,38413F-HRTimeline
LYELL WEALTH MANAGEMENT, LP218,025$5.51M0.44%+3,15013F-HRTimeline
Marathon Mission, Inc.205,163$5.19M3.3%+4,18013F-HRTimeline
HANCOCK WHITNEY CORP203,710$5.15M0.1%new13F-HRTimeline
Krilogy Financial LLC192,598$4.87M0.28%+3,85613F-HRTimeline
4Thought Financial Group Inc.192,006$4.85M2.58%+22,58913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC180,505$4.56M0.06%-9,97913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC160,433$4.06M0.02%+4,04713F-HRTimelineGroup
Signature Wealth Management Group155,922$3.94M1.56%+4,16713F-HRTimeline
RWA WEALTH PARTNERS, LLC154,504$3.91M0.05%+3,25713F-HRTimeline
Paradigm, Strategies in Wealth Manageme…143,265$3.62M2.37%-4,91913F-HRTimeline
Probity Advisors, Inc.142,263$3.6M0.63%+11,26613F-HRTimeline
WRAPMANAGER INC137,444$3.48M0.85%new13F-HRTimeline
Frisch Financial Group, Inc.132,456$3.35M0.82%new13F-HRTimeline
Evergreen Private Wealth LLC130,682$3.3M1.38%+8,69613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC126,635$3.2M<0.01%+60013F-HR/ATimelineGroup
PRECEDENT WEALTH PARTNERS, LLC126,582$3.2M0.78%+12,71713F-HRTimeline
NewEdge Advisors, LLC125,946$3.18M0.02%-41,87013F-HRTimeline
MCF Advisors LLC103,927$2.63M0.17%+3,15513F-HRTimeline
CWM, LLCin group CWM, LLC103,231$2.61M0.01%+2,87713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding91,878$2.32M+17,521Timeline
Stonebrook Private Inc.88,004$2.23M0.52%+2,36813F-HRTimeline
Archford Capital Strategies, LLC79,915$2.02M0.26%-4,02413F-HRTimeline
KINTRA WEALTH, LLC75,833$1.92M1.15%-6,42713F-HRTimeline
Arcataur Capital Management LLC73,685$1.86M0.58%+10,22013F-HRTimeline
STAR Financial Bank73,185$1.85M1.17%+34,53113F-HRTimeline
Mariner, LLCin group Mariner, LLC70,106$1.77M<0.01%+4,54613F-HRTimelineGroup
Cetera Investment Advisers68,529$1.73M<0.01%+11,76613F-HRTimeline
Quantum Financial Advisors, LLC66,646$1.69M0.23%+3,09313F-HRTimeline
FLOW TRADERS U.S. LLC62,965$1.59M0.06%+29,75613F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC61,099$1.54M0.1%+44,32713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC58,851$1.49M0.02%+83713F-HRTimeline
Segment Wealth Management, LLC57,210$1.45M0.09%+2,25013F-HRTimeline
Venture Visionary Partners LLC56,824$1.44M0.05%-25,51413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…56,010$1.42M0.01%+2,65213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV55,983$1.42M<0.01%+5,05013F-HRTimeline
Wilkins Miller Wealth Management, LLC55,345$1.4M0.95%-6,47813F-HRTimeline
ADIRONDACK TRUST CO55,257$1.4M0.51%+7,25013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP53,484$1.35M<0.01%-163,64013F-HRTimelineGroup
Peloton Wealth Strategists52,500$1.33M0.53%013F-HRTimeline
LITTLE HOUSE CAPITAL LLC45,234$1.14M0.29%-6513F-HRTimeline
McGlone Suttner Wealth Management, Inc.45,000$1.14M0.17%+30913F-HRTimeline
Reliant Wealth Planning44,557$1.13M0.44%new13F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC43,495$1.1M0.08%new13F-HRTimeline
NovaPoint Capital, LLC41,836$1.06M0.32%+37013F-HRTimeline
REDW Wealth LLC41,744$1.06M0.42%+71713F-HRTimeline
Rossmore Private Capital41,618$1.05M0.12%new13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp40,939$1.04M0.03%+3,88913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…39,199$986K<0.01%+1,44613F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC37,009$936K0.02%-1,00413F-HRTimeline
HEADINVEST, LLC36,890$933K0.2%013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD36,322$917K0.01%+3,67713F-HRTimelineGroup
J.W. COLE ADVISORS, INC.36,041$911K0.02%new13F-HRTimeline
Keeler Thomas Management LLC35,950$909K0.39%+11,97913F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC32,890$832K0.03%+11,38813F-HRTimeline
Gradient Capital Advisors, LLC32,548$823K0.24%+713F-HRTimeline
IFP Advisors, Inc32,288$816K0.02%+4,69113F-HRTimeline
Beacon Pointe Advisors, LLC31,865$806K0.01%+1,06413F-HRTimeline
BEACON FINANCIAL GROUP30,280$766K0.08%+4,92613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS29,042$734K<0.01%-6,00513F-HRTimeline
Chesley Taft & Associates LLC28,800$728K0.03%+19,30013F-HRTimeline
Princeton Global Asset Management LLC28,179$712K0.13%-7813F-HRTimeline
Farmers National Bank28,010$708K0.19%+42313F-HRTimeline
Stokes Family Office, LLC27,330$691K0.07%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…26,958$682K<0.01%+5,98513F-HRTimelineGroup
CGN Advisors LLC26,620$673K0.06%-86,61213F-HRTimeline
Granite Harbor Advisors, Inc.26,567$672K0.32%new13F-HRTimeline
Private Advisor Group, LLC24,329$615K<0.01%+7,06413F-HRTimeline
Ironwood Financial, llc24,410$610K0.13%013F-HRTimeline
MML INVESTORS SERVICES, LLC21,891$554K<0.01%-12,90313F-HRTimeline
Integrated Wealth Concepts LLC20,903$529K0.01%+4,17113F-HRTimeline
Glenview Trust Co20,534$519K0.01%+8,40013F-HRTimeline
Gryphon Financial Partners LLC19,564$495K0.06%new13F-HRTimeline
Mutual Advisors, LLC19,541$493K0.01%+7113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.18,434$466K<0.01%+1,21713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth18,297$463K<0.01%new13F-HRTimelineGroup
Jacobi Capital Management LLC18,233$461K0.03%+1,15913F-HRTimeline
COMERICA BANK17,484$442K<0.01%-1,86913F-HRTimeline
Addison Advisors LLC16,668$421K0.11%+7,00513F-HRTimeline
Belpointe Asset Management LLC16,612$420K0.02%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC16,000$405K0.02%013F-HRTimeline
Advisory Services Network, LLC14,320$361K0.01%+88813F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.14,068$356K0.04%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…13,829$350K0.01%013F-HRTimelineGroup
First National Trust Co13,560$343K0.01%+40713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,889$326K0.02%+13813F-HRTimelineGroup
Cherry Tree Wealth Management, LLC12,273$310K0.07%+3,54113F-HRTimeline
Penobscot Investment Management Company…12,000$303K0.03%+40013F-HRTimeline
SONATA CAPITAL GROUP INC12,000$303K0.12%new13F-HRTimeline
MGO ONE SEVEN LLC11,745$297K0.01%+1,36413F-HRTimeline
Sowell Financial Services LLC10,515$266K0.01%new13F-HRTimeline
COOPER/HAIMS ADVISORS, LLC10,407$263K0.13%013F-HRTimeline
Roble, Belko & Company, Inc10,247$259K0.04%+3,13413F-HRTimeline
Valmark Advisers, Inc.9,767$247K<0.01%+99013F-HRTimeline
NWAM LLC9,528$240K0.01%new13F-HR/ATimeline
Arkadios Wealth Advisors9,315$236K0.01%-38313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,203$233K<0.01%new13F-HRTimelineGroup
Hendershot Investments Inc.8,156$206K0.03%013F-HRTimeline
Koshinski Asset Management, Inc.8,040$203K0.02%new13F-HRTimeline
Accretive Wealth Partners, LLC7,984$202K0.07%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,666$194K<0.01%-10,07813F-HR/ATimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,599$192K<0.01%new13F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.7,315$185K0.1%+57513F-HRTimeline
Sarver Vrooman Wealth Advisors7,288$184K0.12%+6,23813F-HRTimeline
Bank of New Hampshire7,030$178K0.04%+6,03013F-HRTimeline
10Elms LLP6,850$173K0.16%+6,00013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,710$144K<0.01%+4,31013F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise5,298$134K0.01%013F-HRTimelineGroup
Jupiter Wealth Management LLC5,100$130K0.07%new13F-HRTimeline
CENTRAL TRUST Co2,922$73.9K<0.01%-26913F-HRTimeline
Hemington Wealth Management2,590$65K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,000$50.6K<0.01%013F-HRTimeline
Trust Co1,979$50K0.01%013F-HRTimeline
Bullock Wealth Management Group1,837$46.2K0.02%new13F-HRTimeline
Centricity Wealth Management, LLC1,625$41.1K0.03%013F-HRTimeline
United Community Bankin group United Community Bank1,570$39.7K0.01%+77013F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…1,083$27.4K0.01%new13F-HRTimeline
Allworth Financial LP849$21.5K<0.01%013F-HRTimeline
Rossby Financial, LCC496$12.5K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC274$6.93K<0.01%13F-HRTimeline
2UniFi Bank226$5.71K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV206$5.21K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.50$1.26K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$25<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.