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Disclosery

IBDX ISHARES TR

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IBONDS DEC 2032 (fund)

197 managers (198 13F filers) reported a position in IBDX shares at 2025-12-31, 47,774,991 shares in all. 24 filers opened a position and 13 filers sold out during the quarter.

Managers
197
13F filers
198
New
24
Added
119
Reduced
24
Sold out
13
Shares held by filers
47,774,991

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC6,229,049$159M1.35%+1,616,65513F-HRTimeline
Capital Investment Advisors, LLC3,171,614$81M1.23%+197,64713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,031,262$77.4M0.02%+139,56813F-HRTimelineGroup
CAPITAL ADVISORS INC/OK2,653,529$67.7M1.09%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,603,401$66.5M<0.01%+387,37913F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,321,213$59.3M<0.01%+224,61913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,782,338$45.3M0.01%+74,74413F-HRTimelineGroup
Summit Financial, LLC1,521,738$38.8M0.57%+80,15313F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,446,565$36.9M1.88%+66,43813F-HRTimeline
Seven Springs Wealth Group, LLC1,029,915$26.3M7.51%+155,36913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA990,738$25.3M<0.01%+621,97213F-HRTimelineGroup
UBS Group AGin group UBS Group AG964,547$24.6M<0.01%+109,03013F-HRTimelineGroup
Klingman & Associates, LLC886,734$22.6M1.09%+211,54213F-HRTimeline
NewEdge Advisors, LLC860,213$22M0.08%+28,47413F-HRTimeline
Sound View Wealth Advisors Group, LLC856,087$21.9M1.47%+134,02113F-HRTimeline
HighTower Advisors, LLC833,404$21.3M0.02%+292,36013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.831,287$21.2M2.04%+5,17313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\766,035$19.6M0.02%+52,45713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC601,761$15.4M<0.01%+267,03013F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp599,146$15.3M1.52%+22,17013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC570,010$14.6M0.02%+143,01213F-HRTimeline
COWA, LLC570,722$14.2M4.31%+150,42513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…513,140$13.1M0.02%+6,21313F-HR/ATimelineGroup
MB, LEVIS & ASSOCIATES, LLC512,992$13.1M5.51%+7,07413F-HRTimeline
PFG Private Wealth Management, LLC496,477$12.7M5.55%new13F-HRTimeline
Janney Montgomery Scott LLC370,123$9.45M0.02%+25,54313F-HRTimeline
LPL Financial LLC368,068$9.4M<0.01%+41,14313F-HRTimeline
Parkway Wealth Management Group, LLC363,090$9.27M1.24%13F-HRTimeline
Ironwood Financial, llc355,922$9.08M1.54%+48,80513F-HRTimeline
Advisors Capital Management, LLC317,075$8.09M0.1%+8,67113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp315,958$8.07M0.15%+85,01213F-HRTimelineGroup
Guidance Point Advisors, LLC303,977$7.76M1.8%+22,01813F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC298,135$7.61M0.11%new13F-HRTimeline
Seneca House Advisors292,436$7.47M2.79%-177,25413F-HRTimeline
Snowden Capital Advisors LLC286,641$7.32M0.19%+12,43513F-HRTimeline
LYELL WEALTH MANAGEMENT, LP260,065$6.64M0.48%+29,14013F-HRTimeline
Parallel Advisors, LLC241,801$6.17M0.11%+14,32613F-HRTimeline
HANCOCK WHITNEY CORP221,355$5.65M0.1%+2,02813F-HRTimeline
Krilogy Financial LLC218,421$5.58M0.19%+4,89113F-HRTimeline
4Thought Financial Group Inc.205,895$5.26M2.6%+8,91513F-HRTimeline
Marathon Mission, Inc.205,574$5.25M3.04%-49213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC176,103$4.5M0.02%+9,23213F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC175,495$4.48M0.05%-13,18613F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC167,197$4.27M0.05%+8,74613F-HRTimeline
OneDigital Investment Advisors LLC165,719$4.23M0.04%new13F-HRTimeline
Signature Wealth Management Group165,719$4.23M1.72%-48913F-HRTimeline
Probity Advisors, Inc.143,681$3.67M0.59%-1,51713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC142,591$3.64M<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC136,577$3.49M0.01%+24,97613F-HRTimelineGroup
Evergreen Private Wealth LLC136,152$3.48M1.37%+6,50813F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC134,202$3.43M0.72%+6,31213F-HRTimeline
Paradigm, Strategies in Wealth Manageme…128,201$3.27M2.15%-14,32913F-HRTimeline
MCF Advisors LLC106,498$2.72M0.15%+1,45413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC100,542$2.57M<0.01%-85,45213F-HRTimelineGroup
Cetera Investment Advisers95,527$2.44M<0.01%+5,94513F-HRTimeline
Peloton Wealth Strategists94,500$2.41M0.94%+38,50013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV94,468$2.41M<0.01%+24,13013F-HRTimeline
Glenview Trust Co93,263$2.38M0.04%+42,17713F-HRTimeline
Stonebrook Private Inc.91,110$2.33M0.49%+2,56313F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC89,483$2.28M0.83%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding88,447$2.26M+7,323Timeline
HOWLAND CAPITAL MANAGEMENT LLC88,259$2.25M0.09%+39,16613F-HRTimeline
Archford Capital Strategies, LLC86,556$2.21M0.26%+38813F-HRTimeline
Praetorian Wealth Management, Inc.86,366$2.2M0.44%new13F-HRTimeline
Quantum Financial Advisors, LLC81,510$2.08M0.23%+12,50813F-HRTimeline
FLOW TRADERS U.S. LLC80,549$2.06M0.07%+47,66013F-HRTimeline
Rossmore Private Capital80,282$2.05M0.18%+27,46413F-HRTimeline
ADIRONDACK TRUST CO79,150$2.02M0.66%+14,72213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…77,894$1.99M<0.01%+40,09713F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC76,957$1.96M<0.01%+1,16013F-HRTimelineGroup
First Interstate Bank76,938$1.96M0.11%-1,933,49513F-HRTimeline
KINTRA WEALTH, LLC76,677$1.96M0.27%+12013F-HRTimeline
IFP Advisors, Inc76,177$1.94M0.04%+43,00113F-HRTimeline
WRAPMANAGER INC74,695$1.91M0.64%-16,92413F-HRTimeline
Arcataur Capital Management LLC73,285$1.87M0.54%-40013F-HRTimeline
Centric Wealth Management72,347$1.84M0.39%new13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC69,654$1.78M0.11%+3,75313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.68,164$1.74M<0.01%+56,33413F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD66,410$1.69M0.02%+7,79613F-HRTimelineGroup
Houlihan Financial Resource Group, Ltd.66,100$1.69M0.64%new13F-HRTimeline
Segment Wealth Management, LLC65,850$1.68M0.1%+5,84013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP65,847$1.68M<0.01%+28,50013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…65,560$1.67M0.01%+6,46813F-HRTimelineGroup
Wilkins Miller Wealth Management, LLC64,177$1.64M0.98%+98913F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp60,881$1.55M0.04%+15,08313F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …58,649$1.5M0.02%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…56,584$1.45M<0.01%+3,31113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC54,646$1.4M0.02%+35513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…52,527$1.34M0.04%+8,42213F-HRTimelineGroup
Chesley Taft & Associates LLC52,000$1.33M0.05%+6,10013F-HRTimeline
NovaPoint Capital, LLC51,332$1.31M0.34%+5,51513F-HRTimeline
BEACON FINANCIAL GROUP50,325$1.28M0.13%+6,80913F-HRTimeline
Winthrop Partners - WNY, LLC49,688$1.27M0.68%13F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC49,145$1.25M0.08%+5,65013F-HRTimeline
Venture Visionary Partners LLC47,182$1.2M0.04%-9,64213F-HRTimeline
McGlone Suttner Wealth Management, Inc.46,448$1.19M0.16%+39613F-HRTimeline
J.W. COLE ADVISORS, INC.45,673$1.17M0.03%+5,64413F-HRTimeline
First National Trust Co43,039$1.1M0.04%+25,16713F-HRTimeline
LITTLE HOUSE CAPITAL LLC42,327$1.08M0.27%-3,92713F-HRTimeline
Sanctuary Advisors, LLC41,764$1.07M0.01%new13F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC41,485$1.06M0.02%-5,15713F-HRTimeline
REDW Wealth LLC41,277$1.05M0.4%-1,06213F-HRTimeline
Walleye Partners, LLC40,642$1.04M1.15%13F-HRTimeline
CENTRAL TRUST Co39,347$1M0.02%+34,83213F-HRTimeline
Beacon Pointe Advisors, LLC38,601$985K0.01%+1,70513F-HRTimeline
Keeler Thomas Management LLC37,994$970K0.46%+1,31113F-HRTimeline
Gilbert & Cook, Inc.37,469$957K0.12%new13F-HRTimeline
Reliant Wealth Planning34,422$879K0.27%-2,47313F-HRTimeline
Gradient Capital Advisors, LLC33,824$864K0.22%+1,18713F-HRTimeline
SONATA CAPITAL GROUP INC33,755$862K0.31%+5,90613F-HRTimeline
Montecito Bank & Trust33,400$853K0.14%+8,49513F-HRTimeline
Farmers National Bank31,981$816K0.18%+1,04013F-HRTimeline
Clearstead Advisors, LLC28,052$716K0.01%+17,83413F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…27,868$711K<0.01%+10,12713F-HRTimeline
Stokes Family Office, LLC27,330$698K0.06%013F-HRTimeline
FOCUSED ALPHA, LLC27,198$694K0.2%13F-HRTimeline
HEADINVEST, LLC26,998$689K0.14%-9,89213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS26,957$688K<0.01%+2,76213F-HRTimeline
Princeton Global Asset Management LLC26,342$673K0.11%-1,85313F-HRTimeline
Jacobi Capital Management LLC25,815$659K0.04%+3,70213F-HRTimeline
Sterling Investment Advisors, Ltd.24,575$627K0.12%+6,40013F-HRTimeline
Private Advisor Group, LLC24,526$626K<0.01%+19713F-HRTimeline
CFO CAPITAL MANAGEMENT LLC23,914$611K0.46%13F-HRTimeline
Belpointe Asset Management LLC23,265$594K0.02%+7,03313F-HRTimeline
Integrated Wealth Concepts LLC21,619$552K0.01%-49413F-HRTimeline
Sarver Vrooman Wealth Advisors20,636$527K0.33%+2,04013F-HR/ATimeline
COMERICA BANK19,898$508K<0.01%+2,47013F-HRTimeline
Breachway Investments LLC19,630$501K0.53%13F-HRTimeline
Cherry Tree Wealth Management, LLC19,562$499K0.11%+3,00413F-HRTimeline
Gryphon Financial Partners LLC19,309$493K0.05%+34313F-HRTimeline
Valmark Advisers, Inc.19,244$491K0.01%+4,21913F-HRTimeline
Advisory Services Network, LLC18,941$484K0.01%+4,55713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth18,297$467K<0.01%013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.18,210$465K0.02%+3,25113F-HRTimelineGroup
FourThought Financial Partners, LLC17,476$446K0.04%new13F-HRTimeline
Bullock Wealth Management Group17,003$434K0.21%+12,80513F-HRTimeline
Sowell Financial Services LLC16,805$429K0.02%+6,25013F-HRTimeline
Addison Advisors LLC16,668$426K0.1%013F-HRTimeline
Dorsey & Whitney Trust CO LLC16,000$408K0.02%013F-HRTimeline
XML Financial, LLC15,799$403K0.03%+4,12413F-HRTimeline
SPINNAKER TRUST15,697$401K0.02%new13F-HRTimeline
Mutual Advisors, LLC15,660$400K0.01%013F-HRTimeline
10Elms LLP15,150$387K0.35%+1,30013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…14,221$363K0.01%+39213F-HRTimelineGroup
Cambridge Investment Research Advisors,…14,104$360K<0.01%new13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.14,068$359K0.04%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,458$344K<0.01%+6,51813F-HRTimelineGroup
DecisionMap Wealth Management, LLC13,091$334K0.21%+4,99413F-HRTimeline
Penobscot Investment Management Company…12,325$315K0.02%+32513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,307$314K<0.01%+4513F-HRTimelineGroup
NESTEGG ADVISORS, INC.12,129$310K0.26%+15213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,675$298K0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC11,280$288K<0.01%-35713F-HRTimeline
Redwood Financial Network Corp10,909$279K0.18%new13F-HRTimeline
Merit Financial Group, LLC10,588$270K<0.01%+1,32713F-HRTimeline
COOPER/HAIMS ADVISORS, LLC10,407$266K0.12%013F-HRTimeline
SAX WEALTH ADVISORS, LLC10,378$265K0.01%-61513F-HRTimeline
Daviman Financial, LLC9,829$251K0.15%13F-HRTimeline
NWAM LLC9,742$249K0.01%+10613F-HRTimeline
Journey Advisory Group, LLC9,700$248K0.02%new13F-HRTimeline
Arkadios Wealth Advisors9,600$245K<0.01%013F-HRTimeline
Madrid Wealth Management, LLC9,514$243K0.2%13F-HRTimeline
Farther Finance Advisors, LLC9,469$242K<0.01%+10813F-HRTimeline
Newman Dignan & Sheerar, Inc.9,449$241K0.05%+98513F-HRTimeline
Koshinski Asset Management, Inc.9,116$233K0.01%+91513F-HRTimeline
Great Diamond Partners, LLC8,970$229K0.04%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.8,495$217K0.11%013F-HRTimeline
Hyposwiss Advisors SA8,325$213K0.21%13F-HRTimeline
Hendershot Investments Inc.8,156$208K0.03%013F-HRTimeline
DEARBORN PARTNERS LLC8,055$206K0.01%new13F-HRTimeline
Bank of New Hampshire8,030$205K0.05%+10013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC7,985$204K0.02%new13F-HRTimeline
Accretive Wealth Partners, LLC7,984$204K0.06%013F-HRTimeline
Roble, Belko & Company, Inc7,113$182K0.02%-4,28413F-HRTimeline
Crews Bank & Trust5,755$147K0.02%+2,75513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,400$138K<0.01%013F-HRTimelineGroup
Jupiter Wealth Management LLC5,100$131K0.06%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise4,914$125K<0.01%-38413F-HRTimelineGroup
CNB Bank3,115$79.5K0.03%+54513F-HRTimeline
Laurel Wealth Advisors LLC3,000$76.6K0.01%new13F-HRTimeline
MidFirst Bank2,204$56.3K<0.01%13F-HRTimeline
Bogart Wealth, LLC2,194$56K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,000$51.1K<0.01%013F-HRTimeline
Trust Co1,980$50.5K<0.01%+113F-HRTimeline
Allworth Financial LP849$21.7K<0.01%013F-HRTimeline
MASECO LLP800$20.4K<0.01%new13F-HRTimeline
Key Financial Inc648$16.5K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/584$14.9K<0.01%+913F-HRTimelineGroup
Global Retirement Partners, LLC462$11.8K<0.01%+18813F-HRTimeline
Sound Income Strategies, LLC400$10.2K<0.01%new13F-HRTimeline
Rossby Financial, LCC288$7.35K<0.01%-20813F-HRTimeline
2UniFi Bank226$5.77K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.155$4K<0.01%+213F-HRTimeline
IFC & Insurance Marketing, Inc.109$3K<0.01%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO101$2.58K<0.01%-49,98213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.51$1.3K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$26<0.01%013F-HRTimeline