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Disclosery

IBDX ISHARES TR

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IBONDS DEC 2032 (fund)

176 managers (177 13F filers) reported a position in IBDX shares at 2025-09-30, 39,728,566 shares in all. 28 filers opened a position and 7 filers sold out during the quarter.

Managers
176
13F filers
177
New
28
Added
99
Reduced
20
Sold out
7
Shares held by filers
39,728,566

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

HolderSharesValue% of portfolioChangeSource
Aptus Capital Advisors, LLC4,612,394$118M1.08%+350,83813F-HRTimeline
Capital Investment Advisors, LLC2,973,967$76.2M1.26%+221,94913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,891,694$74.1M0.02%+216,56613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,216,022$56.8M<0.01%+619,56913F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,096,594$53.7M<0.01%-155,70213F-HR/ATimelineGroup
First Interstate Bank2,010,433$51.5M2.84%+24,45313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,707,594$43.8M0.01%+899,25113F-HRTimelineGroup
Summit Financial, LLC1,441,585$36.9M0.56%new13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,380,127$35.4M1.83%+64,04913F-HRTimeline
Seven Springs Wealth Group, LLC874,546$22.4M5.42%new13F-HRTimeline
UBS Group AGin group UBS Group AG855,517$21.9M<0.01%+118,73213F-HRTimelineGroup
NewEdge Advisors, LLC831,739$21.4M0.1%+705,79313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.826,114$21.2M2.03%+13,70913F-HRTimeline
Sound View Wealth Advisors Group, LLC722,066$18.5M1.27%+64,92713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\713,578$18.3M0.02%-44,82913F-HRTimelineGroup
Klingman & Associates, LLC675,192$17.3M0.87%+161,10313F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp576,976$14.8M1.51%-15,02313F-HRTimelineGroup
HighTower Advisors, LLC541,044$13.9M0.02%+95,72013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…506,927$13M0.03%+2,79113F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC505,918$13M5.61%+2,88313F-HRTimeline
Seneca House Advisors469,690$12M4.86%+47,87313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC426,998$10.9M0.01%+81,03913F-HRTimeline
COWA, LLC420,297$10.8M3.57%+107,52213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA368,766$9.45M<0.01%+19,72813F-HRTimelineGroup
Janney Montgomery Scott LLC344,580$8.83M0.02%+26,76413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC334,731$8.58M<0.01%+50,85113F-HRTimelineGroup
LPL Financial LLC326,925$8.38M<0.01%+64,79013F-HRTimeline
Advisors Capital Management, LLC308,404$7.9M0.1%+10,52113F-HRTimeline
Ironwood Financial, llc307,117$7.87M1.39%+282,70713F-HRTimeline
Guidance Point Advisors, LLC281,959$7.22M1.74%+3,54613F-HRTimeline
Snowden Capital Advisors LLC274,206$7.03M0.19%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp230,946$5.92M0.11%+10,99913F-HRTimelineGroup
LYELL WEALTH MANAGEMENT, LP230,925$5.92M0.44%+12,90013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC228,866$5.86M<0.01%-18,82613F-HRTimelineGroup
Parallel Advisors, LLC227,475$5.83M0.11%+9,29913F-HRTimeline
HANCOCK WHITNEY CORP219,327$5.62M0.1%+15,61713F-HRTimeline
Krilogy Financial LLC213,530$5.43M0.2%+20,93213F-HRTimeline
Marathon Mission, Inc.206,066$5.28M3.15%+90313F-HRTimeline
4Thought Financial Group Inc.196,980$5.05M2.55%+4,97413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC188,681$4.83M0.05%+8,17613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC185,994$4.77M<0.01%-38,93813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC166,871$4.28M0.02%+6,43813F-HRTimelineGroup
Signature Wealth Management Group166,208$4.26M1.65%+10,28613F-HRTimeline
RWA WEALTH PARTNERS, LLC158,451$4.06M0.05%+3,94713F-HRTimeline
Probity Advisors, Inc.145,198$3.72M0.6%+2,93513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC142,591$3.65M<0.01%+15,95613F-HRTimelineGroup
Paradigm, Strategies in Wealth Manageme…142,530$3.65M2.34%-73513F-HRTimeline
Evergreen Private Wealth LLC129,644$3.32M1.35%-1,03813F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC127,890$3.28M0.72%+1,30813F-HRTimeline
CWM, LLCin group CWM, LLC111,601$2.86M0.01%+8,37013F-HRTimelineGroup
MCF Advisors LLC105,044$2.69M0.16%+1,11713F-HRTimeline
WRAPMANAGER INC91,619$2.35M0.72%-45,82513F-HRTimeline
Cetera Investment Advisers89,582$2.3M<0.01%+21,05313F-HRTimeline
Stonebrook Private Inc.88,547$2.27M0.49%+54313F-HRTimeline
Archford Capital Strategies, LLC86,168$2.21M0.26%+6,25313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding81,124$2.08M-10,754Timeline
KINTRA WEALTH, LLC76,557$1.96M1.11%+72413F-HRTimeline
Mariner, LLCin group Mariner, LLC75,797$1.94M<0.01%+5,69113F-HRTimelineGroup
Arcataur Capital Management LLC73,685$1.89M0.55%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV70,338$1.8M<0.01%+14,35513F-HRTimeline
Quantum Financial Advisors, LLC69,002$1.77M0.22%+2,35613F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC65,901$1.69M0.11%+4,80213F-HRTimeline
ADIRONDACK TRUST CO64,428$1.65M0.55%+9,17113F-HRTimeline
Wilkins Miller Wealth Management, LLC63,188$1.62M1%+7,84313F-HRTimeline
Segment Wealth Management, LLC60,010$1.54M0.09%+2,80013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…59,693$1.53M<0.01%new13F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…59,092$1.51M0.01%+3,08213F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD58,614$1.5M0.02%+22,29213F-HRTimelineGroup
Venture Visionary Partners LLC56,824$1.46M0.05%013F-HRTimeline
Peloton Wealth Strategists56,000$1.44M0.56%+3,50013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC54,291$1.39M0.02%-4,56013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…53,273$1.36M<0.01%+14,07413F-HRTimeline
Rossmore Private Capital52,818$1.35M0.15%+11,20013F-HRTimeline
Glenview Trust Co51,086$1.31M0.02%+30,55213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO50,083$1.28M<0.01%new13F-HR/ATimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC49,093$1.26M0.05%+16,20313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC46,642$1.19M0.02%+9,63313F-HRTimeline
LITTLE HOUSE CAPITAL LLC46,254$1.19M0.27%+1,02013F-HRTimeline
McGlone Suttner Wealth Management, Inc.46,052$1.18M0.17%+1,05213F-HRTimeline
Chesley Taft & Associates LLC45,900$1.18M0.05%+17,10013F-HRTimeline
NovaPoint Capital, LLC45,817$1.17M0.29%+3,98113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp45,798$1.17M0.03%+4,85913F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…44,105$1.13M0.03%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC44,048$1.13M<0.01%new13F-HRTimelineGroup
BEACON FINANCIAL GROUP43,516$1.11M0.11%+13,23613F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC43,495$1.11M0.07%013F-HRTimeline
REDW Wealth LLC42,339$1.08M0.41%+59513F-HRTimeline
J.W. COLE ADVISORS, INC.40,029$1.03M0.02%+3,98813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…37,797$968K<0.01%+10,83913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP37,347$957K<0.01%-16,13713F-HRTimelineGroup
Beacon Pointe Advisors, LLC36,896$945K0.01%+5,03113F-HRTimeline
Reliant Wealth Planning36,895$945K0.31%-7,66213F-HRTimeline
HEADINVEST, LLC36,890$945K0.2%013F-HRTimeline
Keeler Thomas Management LLC36,683$940K0.38%+73313F-HRTimeline
IFP Advisors, Inc33,176$850K0.02%+88813F-HR/ATimeline
FLOW TRADERS U.S. LLC32,889$843K0.03%-30,07613F-HRTimeline
Gradient Capital Advisors, LLC32,637$836K0.22%+8913F-HRTimeline
Farmers National Bank30,941$793K0.19%+2,93113F-HRTimeline
Princeton Global Asset Management LLC28,195$722K0.12%+1613F-HRTimeline
SONATA CAPITAL GROUP INC27,849$713K0.26%+15,84913F-HRTimeline
Stokes Family Office, LLC27,330$700K0.07%013F-HRTimeline
Granite Harbor Advisors, Inc.26,567$681K0.29%013F-HRTimeline
Montecito Bank & Trust24,905$638K0.1%13F-HRTimeline
Private Advisor Group, LLC24,329$623K<0.01%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS24,195$620K<0.01%-4,84713F-HRTimeline
Integrated Wealth Concepts LLC22,113$567K0.01%+1,21013F-HRTimeline
Jacobi Capital Management LLC22,113$567K0.03%+3,88013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC19,470$499K<0.01%new13F-HR/ATimelineGroup
Gryphon Financial Partners LLC18,966$486K0.06%-59813F-HRTimeline
Sarver Vrooman Wealth Advisors18,596$476K0.31%+11,30813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth18,297$469K<0.01%013F-HRTimelineGroup
Sterling Investment Advisors, Ltd.18,175$466K0.09%new13F-HRTimeline
First National Trust Co17,872$458K0.02%+4,31213F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…17,741$455K<0.01%new13F-HRTimeline
COMERICA BANK17,428$447K<0.01%-5613F-HRTimeline
Addison Advisors LLC16,668$427K0.1%013F-HRTimeline
Cherry Tree Wealth Management, LLC16,558$424K0.09%+4,28513F-HRTimeline
Belpointe Asset Management LLC16,232$416K0.02%-38013F-HRTimeline
Dorsey & Whitney Trust CO LLC16,000$410K0.02%013F-HRTimeline
Mutual Advisors, LLC15,660$404K0.01%-3,88113F-HRTimeline
Valmark Advisers, Inc.15,025$385K<0.01%+5,25813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.14,959$383K0.02%+2,07013F-HRTimelineGroup
Advisory Services Network, LLC14,384$369K0.01%+6413F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.14,068$360K0.04%013F-HRTimeline
10Elms LLP13,850$355K0.32%+7,00013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…13,829$354K0.01%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,262$314K<0.01%+3,05913F-HRTimelineGroup
Penobscot Investment Management Company…12,000$307K0.02%013F-HRTimeline
NESTEGG ADVISORS, INC.11,977$307K0.27%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,830$302K<0.01%+4,16413F-HRTimelineGroup
XML Financial, LLC11,675$299K0.02%new13F-HRTimeline
MML INVESTORS SERVICES, LLC11,637$298K<0.01%-10,25413F-HRTimeline
Roble, Belko & Company, Inc11,397$292K0.04%+1,15013F-HRTimeline
SAX WEALTH ADVISORS, LLC10,993$282K0.02%new13F-HRTimeline
Sowell Financial Services LLC10,555$270K0.01%+4013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC10,407$267K0.12%013F-HRTimeline
Clearstead Advisors, LLC10,218$262K<0.01%new13F-HRTimeline
NWAM LLC9,636$248K0.01%+10813F-HR/ATimeline
Arkadios Wealth Advisors9,600$246K0.01%+28513F-HRTimeline
Farther Finance Advisors, LLC9,361$240K<0.01%new13F-HRTimeline
Merit Financial Group, LLC9,261$237K<0.01%new13F-HR/ATimeline
Simplicity Wealth,LLC9,225$236K0.01%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.8,495$218K0.1%+1,18013F-HRTimeline
Newman Dignan & Sheerar, Inc.8,464$217K0.05%new13F-HRTimeline
Koshinski Asset Management, Inc.8,201$210K0.01%+16113F-HRTimeline
Hendershot Investments Inc.8,156$209K0.03%013F-HRTimeline
CGN Advisors LLC8,103$208K0.02%-18,51713F-HRTimeline
DecisionMap Wealth Management, LLC8,097$207K0.13%new13F-HRTimeline
Accretive Wealth Partners, LLC7,984$205K0.06%013F-HRTimeline
Bank of New Hampshire7,930$203K0.05%+90013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,599$195K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,940$177K<0.01%+1,23013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,400$138K<0.01%new13F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise5,298$136K0.01%013F-HRTimelineGroup
Jupiter Wealth Management LLC5,100$131K0.06%013F-HRTimeline
CENTRAL TRUST Co4,515$116K<0.01%+1,59313F-HRTimeline
Bullock Wealth Management Group4,198$108K0.05%+2,36113F-HRTimeline
Crews Bank & Trust3,000$76.9K0.01%new13F-HRTimeline
Hemington Wealth Management2,590$66K0.01%013F-HRTimeline
CNB Bank2,570$65.8K0.03%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,000$51.2K<0.01%013F-HRTimeline
Trust Co1,979$50.7K0.01%013F-HRTimeline
United Community Bankin group United Community Bank1,570$40.2K0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,084$27.8K<0.01%new13F-HRTimelineGroup
Allworth Financial LP849$21.8K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.715$18.3K<0.01%new13F-HRTimelineGroup
Key Financial Inc648$16.6K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/575$14.7K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC496$12.7K<0.01%013F-HRTimeline
Global Retirement Partners, LLC274$7.02K<0.01%013F-HRTimeline
2UniFi Bank226$5.79K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC214$5.48K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV206$5.28K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.153$4K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.51$1.31K<0.01%+113F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$26<0.01%013F-HRTimeline