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Disclosery

IBDX ISHARES TR

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IBONDS DEC 2032 (fund)

220 managers (222 13F filers) reported a position in IBDX shares at 2026-03-31, 51,166,419 shares in all. 32 filers opened a position and 8 filers sold out during the quarter.

Managers
220
13F filers
222
New
32
Added
132
Reduced
30
Sold out
8
Shares held by filers
51,166,419

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC6,342,898$160M1.35%+113,84913F-HRTimeline
Capital Investment Advisors, LLC3,330,175$84.2M1.23%+158,56113F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY2,909,042$73.5M<0.01%+305,64113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,815,335$71.1M0.01%-215,92713F-HR/ATimelineGroup
CAPITAL ADVISORS INC/OK2,790,716$70.5M1.13%+137,18713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,442,506$61.7M<0.01%+121,29313F-HRTimelineGroup
Summit Financial, LLC1,584,574$40M0.51%+62,83613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,511,640$38.2M2.02%+65,07513F-HRTimeline
UBS Group AGin group UBS Group AG1,170,880$29.6M0.01%+206,33313F-HRTimelineGroup
Klingman & Associates, LLC1,081,554$27.3M1.31%+194,82013F-HRTimeline
Seven Springs Wealth Group, LLC1,061,550$26.8M6.2%+31,63513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,017,649$25.7M<0.01%+26,91113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,009,242$25.5M0.01%-773,09613F-HR/ATimelineGroup
Sound View Wealth Advisors Group, LLC905,660$22.9M1.56%+49,57313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\868,522$21.9M0.03%+102,48713F-HRTimelineGroup
HighTower Advisors, LLC854,043$21.6M0.02%+20,63913F-HRTimeline
Advisors Capital Management, LLC840,219$21.2M0.25%+523,14413F-HRTimeline
NewEdge Advisors, LLC829,662$21M0.08%-30,55113F-HR/ATimeline
MV CAPITAL MANAGEMENT, INC.773,344$19.5M1.92%-57,94313F-HRTimeline
COWA, LLC729,002$18.4M4.97%+158,28013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC725,258$18.3M0.01%+123,49713F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp614,512$15.5M1.56%+15,36613F-HRTimelineGroup
PFG Private Wealth Management, LLC549,790$13.9M5.89%+53,31313F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC521,224$13.2M5.5%+8,23213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…519,723$13.1M0.02%+6,58313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC510,121$12.9M0.02%-59,88913F-HRTimeline
LPL Financial LLC509,925$12.9M<0.01%+141,85713F-HRTimeline
Parkway Wealth Management Group, LLC397,851$10.1M1.28%+34,76113F-HRTimeline
Janney Montgomery Scott LLC396,703$10M0.02%+26,58013F-HRTimeline
Ironwood Financial, llc379,700$9.6M1.68%+23,77813F-HRTimeline
Cornerstone Planning, LLC370,140$9.37M2.12%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp348,200$8.8M0.17%+32,24213F-HRTimelineGroup
Guidance Point Advisors, LLC315,676$7.98M1.89%+11,69913F-HRTimeline
Probity Advisors, Inc.304,095$7.68M1.22%+160,41413F-HRTimeline
Snowden Capital Advisors LLC293,424$7.41M0.2%+6,78313F-HRTimeline
LYELL WEALTH MANAGEMENT, LP264,515$6.68M0.49%+4,45013F-HRTimeline
MCF Advisors LLC254,984$6.44M0.28%+148,48613F-HRTimeline
Parallel Advisors, LLC244,230$6.17M0.11%+2,42913F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC241,095$6.09M0.02%+64,99213F-HRTimelineGroup
HANCOCK WHITNEY CORP239,660$6.06M0.11%+18,30513F-HRTimeline
Krilogy Financial LLC220,939$5.6M0.18%+2,51813F-HRTimeline
Marathon Mission, Inc.216,708$5.48M3.19%+11,13413F-HRTimeline
4Thought Financial Group Inc.205,076$5.18M2.56%-81913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…186,427$4.71M0.01%new13F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC185,999$4.7M0.19%+97,74013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC182,445$4.61M<0.01%+81,90313F-HRTimelineGroup
KINTRA WEALTH, LLC178,356$4.51M0.32%+101,67913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC177,791$4.49M0.04%+2,29613F-HRTimelineGroup
OneDigital Investment Advisors LLC171,018$4.32M0.04%+5,29913F-HRTimeline
Signature Wealth Management Group169,983$4.3M1.63%+4,26413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…168,665$4.26M<0.01%+90,77113F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC163,459$4.13M0.05%-3,73813F-HRTimeline
Praetorian Wealth Management, Inc.158,990$4.03M0.77%+72,62413F-HRTimeline
CWM, LLCin group CWM, LLC152,895$3.86M0.01%+16,31813F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC141,341$3.57M<0.01%-1,25013F-HRTimelineGroup
Glenview Trust Co141,063$3.56M0.06%+47,80013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding138,638$3.5M+50,191Timeline
Evergreen Private Wealth LLC137,864$3.48M1.41%+1,71213F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC137,642$3.48M0.7%+3,44013F-HRTimeline
Peloton Wealth Strategists133,500$3.37M1.36%+39,00013F-HRTimeline
ADIRONDACK TRUST CO130,102$3.29M1.1%+50,95213F-HRTimeline
Paradigm, Strategies in Wealth Manageme…120,584$3.05M2.07%-7,61713F-HRTimeline
Seneca House Advisors118,994$3.01M1.19%-173,44213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV118,338$2.99M<0.01%+23,87013F-HRTimeline
Arcataur Capital Management LLC104,125$2.63M0.73%+30,84013F-HRTimeline
Houlihan Financial Resource Group, Ltd.104,050$2.63M1.02%+37,95013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC95,718$2.42M<0.01%new13F-HRTimelineGroup
Stonebrook Private Inc.94,977$2.4M0.51%+3,86713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…91,033$2.3M0.01%+34,44913F-HRTimeline
Segment Wealth Management, LLC87,235$2.2M0.13%+21,38513F-HRTimeline
Rossmore Private Capital86,957$2.2M0.19%+6,67513F-HRTimeline
Archford Capital Strategies, LLC85,063$2.15M0.25%-1,49313F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC84,835$2.14M0.71%-4,64813F-HRTimeline
IFP Advisors, Inc82,803$2.09M0.04%+6,62613F-HRTimeline
CENTRAL TRUST Co81,586$2.06M0.04%+42,23913F-HRTimeline
First National Trust Co78,869$1.99M0.07%+35,83013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC78,490$1.98M0.13%+8,83613F-HRTimeline
Mariner, LLCin group Mariner, LLC78,363$1.98M<0.01%+1,40613F-HRTimelineGroup
WRAPMANAGER INC76,265$1.93M0.67%+1,57013F-HRTimeline
Centric Wealth Management76,618$1.93M0.38%+4,27113F-HRTimeline
Winthrop Partners - WNY, LLC75,048$1.9M1.01%+25,36013F-HRTimeline
Cetera Investment Advisers73,386$1.85M<0.01%-22,14113F-HRTimeline
Roble, Belko & Company, Inc72,379$1.83M0.23%+65,26613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.71,366$1.8M<0.01%+3,20213F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…70,964$1.79M0.01%+5,40413F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp69,537$1.76M0.05%+8,65613F-HRTimelineGroup
Wilkins Miller Wealth Management, LLC67,064$1.69M1.03%+2,88713F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD64,909$1.64M0.02%-1,50113F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC63,143$1.6M0.02%+21,65813F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC59,808$1.51M0.09%+10,66313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …57,368$1.45M0.02%-1,28113F-HRTimelineGroup
Chesley Taft & Associates LLC55,000$1.39M0.06%+3,00013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC54,646$1.38M0.02%013F-HRTimeline
BEACON FINANCIAL GROUP53,380$1.35M0.13%+3,05513F-HRTimeline
NovaPoint Capital, LLC52,254$1.32M0.33%+92213F-HRTimeline
McGlone Suttner Wealth Management, Inc.49,426$1.25M0.17%+2,97813F-HRTimeline
J.W. COLE ADVISORS, INC.49,380$1.25M0.04%+3,70713F-HRTimeline
Venture Visionary Partners LLC47,377$1.2M0.04%+19513F-HRTimeline
10Elms LLP43,024$1.1M0.69%+27,87413F-HRTimeline
Montecito Bank & Trust43,198$1.09M0.18%+9,79813F-HRTimeline
First Interstate Bank42,184$1.07M0.06%-34,75413F-HRTimeline
Sanctuary Advisors, LLC41,724$1.05M0.01%-4013F-HRTimeline
REDW Wealth LLC39,337$994K0.4%-1,94013F-HRTimeline
LITTLE HOUSE CAPITAL LLC39,152$989K0.26%-3,17513F-HRTimeline
Gilbert & Cook, Inc.38,879$982K0.13%+1,41013F-HRTimeline
SONATA CAPITAL GROUP INC38,142$964K0.36%+4,38713F-HRTimeline
Private Advisor Group, LLC37,367$944K<0.01%+12,84113F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…37,245$941K0.03%-15,28213F-HRTimelineGroup
Beacon Pointe Advisors, LLC36,709$928K<0.01%-1,89213F-HRTimeline
Princeton Global Asset Management LLC35,910$907K0.15%+9,56813F-HRTimeline
Reliant Wealth Planning34,422$870K0.26%013F-HRTimeline
Gradient Capital Advisors, LLC34,329$868K0.22%+50513F-HRTimeline
Farmers National Bank33,584$849K0.19%+1,60313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.33,442$845K0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC31,160$787K<0.01%new13F-HRTimelineGroup
Jacobi Capital Management LLC29,764$752K0.04%+3,94913F-HRTimeline
Clearstead Advisors, LLC29,120$736K0.01%+1,06813F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…28,447$719K<0.01%+57913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP28,382$717K<0.01%-37,46513F-HRTimelineGroup
Bullock Wealth Management Group28,397$715K0.36%+11,39413F-HRTimeline
Quantum Financial Advisors, LLC27,953$706K0.08%-53,55713F-HRTimeline
FOCUSED ALPHA, LLC27,653$699K0.22%+45513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding27,579$696KnewTimeline
Stokes Family Office, LLC27,330$691K0.07%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS27,312$690K<0.01%+35513F-HRTimeline
Sterling Investment Advisors, Ltd.25,825$653K0.12%+1,25013F-HRTimeline
DecisionMap Wealth Management, LLC25,171$636K0.41%+12,08013F-HRTimeline
HEADINVEST, LLC25,036$633K0.13%-1,96213F-HRTimeline
Belpointe Asset Management LLC24,774$626K0.02%+1,50913F-HRTimeline
Valmark Advisers, Inc.24,416$617K0.01%+5,17213F-HRTimeline
CFO CAPITAL MANAGEMENT LLC24,331$611K0.5%+41713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…23,695$599K<0.01%new13F-HRTimelineGroup
Breachway Investments LLC23,150$583K0.56%+3,52013F-HRTimeline
HAMEL ASSOCIATES, INC.21,880$553K0.16%new13F-HRTimeline
ROMANO BROTHERS AND COMPANY21,793$551K0.06%new13F-HRTimeline
Creative Planningin group Creative Planning21,538$544K<0.01%new13F-HRTimelineGroup
Sarver Vrooman Wealth Advisors21,462$542K0.33%+82613F-HRTimeline
FourThought Financial Partners, LLC21,011$531K0.05%+3,53513F-HRTimeline
Cherry Tree Wealth Management, LLC20,471$517K0.11%+90913F-HRTimeline
Sowell Financial Services LLC19,724$498K0.02%+2,91913F-HRTimeline
Gryphon Financial Partners LLC19,309$488K0.05%013F-HRTimeline
Advisory Services Network, LLC18,562$469K0.01%-37913F-HRTimeline
XML Financial, LLC18,358$464K0.04%+2,55913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth18,297$462K<0.01%013F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.18,105$458K0.02%new13F-HRTimeline
Cambridge Investment Research Advisors,…17,845$451K<0.01%+3,74113F-HRTimeline
SPINNAKER TRUST17,581$444K0.02%+1,88413F-HRTimeline
Addison Advisors LLC17,223$435K0.1%+55513F-HRTimeline
Van Hulzen Asset Management, LLC16,743$423K0.03%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP16,799$421K<0.01%+3,34113F-HRTimelineGroup
Redwood Financial Network Corp16,492$417K0.27%+5,58313F-HRTimeline
Dorsey & Whitney Trust CO LLC16,000$404K0.02%013F-HRTimeline
Mutual Advisors, LLC15,627$395K0.01%-3313F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…15,215$384K0.01%+99413F-HRTimelineGroup
Daviman Financial, LLC14,085$356K0.21%+4,25613F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.14,068$355K0.04%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise12,884$325K0.01%+7,97013F-HRTimelineGroup
Merit Financial Group, LLC12,833$324K<0.01%+2,24513F-HRTimeline
Great Diamond Partners, LLC12,575$318K0.06%+3,60513F-HRTimeline
Integrated Wealth Concepts LLC12,515$316K<0.01%-9,10413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,477$315K<0.01%+17013F-HRTimelineGroup
Penobscot Investment Management Company…12,325$311K0.02%013F-HRTimeline
NESTEGG ADVISORS, INC.12,205$308K0.27%+7613F-HRTimeline
Bank of New Hampshire12,030$304K0.07%+4,00013F-HRTimeline
AssuredPartners Investment Advisors, LLC12,044$304K0.03%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,767$297K0.01%+9213F-HRTimelineGroup
Koshinski Asset Management, Inc.10,946$277K0.02%+1,83013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co10,537$266K0.01%new13F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC10,378$265K0.01%013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC10,407$263K0.12%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,322$261K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC10,058$254K<0.01%-1,22213F-HRTimeline
CGN Advisors LLC9,984$252K0.02%new13F-HRTimeline
Granite Harbor Advisors, Inc.9,837$249K0.11%new13F-HRTimeline
NWAM LLC9,814$248K0.01%+7213F-HRTimeline
CVA Family Office, LLC9,700$245K0.03%new13F-HRTimeline
Journey Advisory Group, LLC9,700$245K0.02%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC9,540$241K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC9,556$241K<0.01%+8713F-HRTimeline
Madrid Wealth Management, LLC9,514$240K0.18%013F-HR/ATimeline
Newman Dignan & Sheerar, Inc.9,452$239K0.05%+313F-HRTimeline
DEARBORN PARTNERS LLC9,387$237K0.01%+1,33213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,254$234K<0.01%new13F-HRTimelineGroup
Arkadios Wealth Advisors8,797$222K<0.01%-80313F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.8,495$215K0.1%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC8,490$215K0.02%+50513F-HRTimeline
Hyposwiss Advisors SA8,325$210K0.21%013F-HRTimeline
Foundation Wealth Management, LLC8,283$209K0.14%new13F-HRTimeline
Hendershot Investments Inc.8,156$206K0.03%013F-HRTimeline
Accretive Wealth Partners, LLC7,984$202K0.06%013F-HRTimeline
Crews Bank & Trust5,755$145K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,400$136K<0.01%013F-HRTimelineGroup
Jupiter Wealth Management LLC5,100$128K0.05%013F-HRTimeline
Intentional Wealth Strategies, LLC4,932$125K0.12%13F-HRTimeline
Bogart Wealth, LLC4,721$119K<0.01%+2,52713F-HRTimeline
Cassaday & Co Wealth Management LLC3,857$97.5K<0.01%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…3,500$88.4K0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,177$79.8K<0.01%+3,07613F-HR/ATimelineGroup
CNB Bank3,102$78.4K0.03%-1313F-HRTimeline
MidFirst Bank2,604$65.8K0.01%+40013F-HRTimeline