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Disclosery

IBDY ISHARES TR

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IBONDS DEC 2033 (fund)

98 managers (98 13F filers) reported a position in IBDY shares at 2024-12-31, 20,086,354 shares in all. 11 filers opened a position and 9 filers sold out during the quarter.

Managers
98
13F filers
98
New
11
Added
64
Reduced
12
Sold out
9
Shares held by filers
20,086,354

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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, LLC2,800,202$70.3M0.84%+1,298,42213F-HRTimeline
Capital Investment Advisors, LLC2,074,882$52.1M1.06%+323,45613F-HRTimeline
First Interstate Bank2,058,282$51.7M3.13%+34,58813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,242,538$31.2M<0.01%+195,61913F-HRTimelineGroup
SUMMITRY LLC915,771$23M1.13%-535,36413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY758,429$19M<0.01%+128,76413F-HR/ATimelineGroup
MV CAPITAL MANAGEMENT, INC.752,395$18.9M2.02%+163,41913F-HRTimeline
Envision Financial Planning, LLC634,282$15.9M8.23%+18,12113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\587,472$14.7M0.02%-11,09313F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp572,653$14.4M1.36%+25,92313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN498,914$12.5M<0.01%+30,42513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…484,637$12.2M0.03%-7,81513F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC462,939$11.6M5.82%+7,12213F-HRTimeline
INSTRUMENTAL WEALTH, LLC353,696$8.98M8.5%+28,53413F-HRTimeline
UBS Group AGin group UBS Group AG344,498$8.65M<0.01%+54,43613F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC330,664$8.3M0.49%new13F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC311,170$7.81M0.11%+2,54713F-HRTimeline
Janney Montgomery Scott LLC241,036$6.05M0.02%+226,75313F-HRTimeline
Guidance Point Advisors, LLC230,378$5.78M1.63%+9,78813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC223,697$5.61M0.03%+46,52713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC193,167$4.85M<0.01%13F-HR/ATimelineGroup
Parallel Advisors, LLC192,922$4.84M0.11%+37,45513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC184,041$4.62M0.01%-12,37813F-HRTimeline
Sandy Spring Bank178,121$4.47M0.18%+6,89013F-HRTimeline
Krilogy Financial LLC176,568$4.43M0.3%+14,88013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.163,446$4.1M0.49%+34513F-HRTimeline
4Thought Financial Group Inc.161,455$4.05M2.51%+25613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC158,174$3.97M0.06%+4,84713F-HRTimelineGroup
Sabal Trust CO156,401$3.93M0.23%+46,68913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC152,923$3.84M0.02%+136,95113F-HRTimelineGroup
Executive Wealth Management, LLC137,110$3.44M0.27%+38,86913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC124,171$3.12M<0.01%+22,57013F-HRTimelineGroup
Venture Visionary Partners LLC120,608$3.03M0.13%+5,23013F-HR/ATimeline
Probity Advisors, Inc.120,296$3.02M0.58%+21,57313F-HRTimeline
Evergreen Private Wealth LLC116,950$2.94M1.38%+2,50813F-HRTimeline
CWM, LLCin group CWM, LLC114,808$2.88M0.01%+8,91413F-HRTimelineGroup
HighTower Advisors, LLC92,415$2.32M<0.01%+21,10213F-HRTimeline
Seneca House Advisors88,938$2.23M0.89%+9,35213F-HRTimeline
McGlone Suttner Wealth Management, Inc.82,167$2.06M0.34%+2,01613F-HRTimeline
Signature Wealth Management Group80,344$2.02M0.81%new13F-HRTimeline
Stonebrook Private Inc.78,305$1.97M0.51%+7,06713F-HRTimeline
Archford Capital Strategies, LLC75,589$1.9M0.29%+2,25113F-HRTimeline
Mariner, LLCin group Mariner, LLC73,933$1.86M<0.01%+14,83613F-HRTimelineGroup
MCF Advisors LLC67,708$1.7M0.12%+1,01113F-HRTimeline
Wilkins Miller Wealth Management, LLC63,683$1.6M1.67%13F-HRTimeline
Estate Counselors, LLC62,206$1.56M0.17%+2113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC53,119$1.33M0.03%+11,92113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS48,484$1.22M<0.01%+20,59613F-HRTimeline
J.W. COLE ADVISORS, INC.46,197$1.16M0.05%-3,61613F-HRTimeline
LITTLE HOUSE CAPITAL LLC44,914$1.13M0.32%-70213F-HRTimeline
LPL Financial LLC43,013$1.08M<0.01%+9,08313F-HRTimeline
MML INVESTORS SERVICES, LLC42,052$1.06M<0.01%+5,21513F-HRTimeline
Segment Wealth Management, LLC41,840$1.05M0.07%+32,36013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA41,607$1.04M<0.01%+3,36313F-HRTimelineGroup
Paradigm, Strategies in Wealth Manageme…41,016$1.03M0.68%+98913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV37,576$943K<0.01%new13F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC36,116$907K0.02%new13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp32,200$808K0.02%+7,95013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…29,609$743K<0.01%+1,01613F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO27,762$697K<0.01%-45,36213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,442$689K<0.01%-1,13813F-HR/ATimelineGroup
Montecito Bank & Trust27,155$682K0.12%013F-HRTimeline
Mendota Financial Group, LLC24,402$612K0.4%+10,59613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC22,684$569K0.01%013F-HRTimeline
Stokes Family Office, LLC22,250$558K0.06%+2,50013F-HRTimeline
ADIRONDACK TRUST CO20,077$504K0.19%+13,00013F-HRTimeline
CVA Family Office, LLC19,662$494K0.08%013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD19,404$486K0.01%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.19,025$478K<0.01%+3,04613F-HRTimeline
Addison Advisors LLC17,727$445K0.12%+1,22513F-HRTimeline
Farnam Financial LLC15,810$397K0.41%new13F-HRTimeline
Jacobi Capital Management LLC15,140$380K0.03%+4,86213F-HRTimeline
IFP Advisors, Inc14,460$363K0.01%+3,31613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,288$359K<0.01%-49713F-HRTimelineGroup
Beacon Pointe Advisors, LLC13,903$349K<0.01%+1,84313F-HRTimeline
Private Advisor Group, LLC12,558$315K<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,279$283K<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC11,170$280K0.01%-91513F-HRTimeline
Gradient Capital Advisors, LLC10,699$269K0.09%+2,31613F-HRTimeline
MGO ONE SEVEN LLC10,686$268K0.01%+24313F-HRTimeline
Ellis Investment Partners, LLC8,727$219K0.04%+11313F-HRTimeline
Cambridge Investment Research Advisors,…8,718$219K<0.01%new13F-HRTimeline
REDW Wealth LLC8,686$218K0.08%-5,36413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,408$211K<0.01%new13F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC8,360$210K0.01%new13F-HRTimeline
Hendershot Investments Inc.7,953$200K0.03%013F-HRTimeline
COMERICA BANK7,336$184K<0.01%-1213F-HR/ATimeline
Koesten, Hirschmann & Crabtree, INC.5,870$147K0.08%+90013F-HRTimeline
Hemington Wealth Management2,638$66K0.02%+12913F-HRTimeline
Trust Co1,927$48.4K0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST1,855$46.6K0.02%new13F-HRTimeline
CENTRAL TRUST Co1,388$34.8K<0.01%+1113F-HRTimeline
Spectrum Wealth Counsel, LLC1,294$32.5K<0.01%013F-HRTimeline
Bullock Wealth Management Group1,027$25.8K0.02%+1713F-HRTimeline
Cherry Tree Wealth Management, LLC969$24.3K0.01%+47613F-HRTimeline
Knights of Columbus Asset Advisors LLC839$21.1K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.49$1.23K<0.01%+213F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.