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Disclosery

IBDY ISHARES TR

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IBONDS DEC 2033 (fund)

115 managers (115 13F filers) reported a position in IBDY shares at 2025-03-31, 19,755,070 shares in all. 24 filers opened a position and 8 filers sold out during the quarter.

Managers
115
13F filers
115
New
24
Added
67
Reduced
9
Sold out
8
Shares held by filers
19,755,070

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Capital Investment Advisors, LLC2,269,615$58M1.13%+194,73313F-HRTimeline
First Interstate Bank1,909,062$48.8M2.91%-149,22013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,427,392$36.5M<0.01%+184,85413F-HRTimelineGroup
SUMMITRY LLC955,689$24.4M1.23%+39,91813F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC866,769$22.2M1.35%+536,10513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY862,944$22.1M<0.01%+104,51513F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.801,952$20.5M2.2%+49,55713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\683,823$17.5M0.02%+96,35113F-HRTimelineGroup
Envision Financial Planning, LLC650,671$16.6M8.48%+16,38913F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp570,865$14.6M1.63%-1,78813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…505,194$12.9M0.03%+20,55713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN501,874$12.8M<0.01%+2,96013F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC466,650$11.9M5.54%+3,71113F-HRTimeline
PFG Private Wealth Management, LLC400,847$10.2M5.54%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC385,094$9.84M0.01%+201,05313F-HRTimeline
UBS Group AGin group UBS Group AG382,726$9.78M<0.01%+38,22813F-HRTimelineGroup
INSTRUMENTAL WEALTH, LLC355,992$9.06M8.2%+2,29613F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC308,505$7.89M0.11%-2,66513F-HRTimeline
Janney Montgomery Scott LLC282,148$7.21M0.02%+41,11213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC245,714$6.28M<0.01%+52,54713F-HRTimelineGroup
Guidance Point Advisors, LLC233,456$5.97M1.7%+3,07813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC225,569$5.77M0.03%+1,87213F-HRTimelineGroup
Sandy Spring Bank197,294$5.04M0.21%+19,17313F-HRTimeline
Krilogy Financial LLC194,645$4.98M0.32%+18,07713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC177,540$4.54M0.03%+24,61713F-HRTimelineGroup
Sabal Trust CO174,661$4.46M0.25%+18,26013F-HRTimeline
Parallel Advisors, LLC172,033$4.4M0.1%-20,88913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC166,648$4.26M0.06%+8,47413F-HRTimelineGroup
4Thought Financial Group Inc.164,606$4.21M2.6%+3,15113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.156,867$4.01M0.51%-6,57913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC147,341$3.77M<0.01%+23,17013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC136,191$3.48M0.01%new13F-HR/ATimelineGroup
Probity Advisors, Inc.127,563$3.26M0.63%+7,26713F-HRTimeline
Venture Visionary Partners LLC122,810$3.14M0.13%+2,20213F-HRTimeline
CWM, LLCin group CWM, LLC120,143$3.07M0.01%+5,33513F-HRTimelineGroup
Evergreen Private Wealth LLC118,815$3.04M1.42%+1,86513F-HRTimeline
HighTower Advisors, LLC100,116$2.56M<0.01%+7,70113F-HRTimeline
Marathon Mission, Inc.92,303$2.36M1.65%new13F-HRTimeline
Seneca House Advisors89,844$2.3M0.98%+90613F-HRTimeline
Signature Wealth Management Group86,472$2.21M0.86%+6,12813F-HRTimeline
Stonebrook Private Inc.83,872$2.14M0.56%+5,56713F-HRTimeline
McGlone Suttner Wealth Management, Inc.83,092$2.12M0.35%+92513F-HRTimeline
Mariner, LLCin group Mariner, LLC77,322$1.98M<0.01%+3,38913F-HRTimelineGroup
Archford Capital Strategies, LLC77,203$1.97M0.29%+1,61413F-HRTimeline
MCF Advisors LLC72,151$1.84M0.13%+4,44313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC70,056$1.79M<0.01%new13F-HRTimelineGroup
LPL Financial LLC66,453$1.7M<0.01%+23,44013F-HRTimeline
Wilkins Miller Wealth Management, LLC65,550$1.68M1.26%+1,86713F-HRTimeline
Estate Counselors, LLC64,046$1.64M0.17%+1,84013F-HRTimeline
Quantum Financial Advisors, LLC60,663$1.55M0.23%new13F-HRTimeline
LYELL WEALTH MANAGEMENT, LP56,120$1.43M0.13%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC53,119$1.36M0.03%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA52,008$1.33M<0.01%+10,40113F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS48,499$1.24M<0.01%+1513F-HRTimeline
Segment Wealth Management, LLC47,100$1.2M0.08%+5,26013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD47,116$1.2M0.02%+27,71213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…46,317$1.18M<0.01%+16,70813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV45,847$1.17M<0.01%+8,27113F-HRTimeline
MML INVESTORS SERVICES, LLC44,903$1.15M<0.01%+2,85113F-HRTimeline
LITTLE HOUSE CAPITAL LLC43,390$1.11M0.3%-1,52413F-HRTimeline
Paradigm, Strategies in Wealth Manageme…42,672$1.09M0.74%+1,65613F-HRTimeline
FLOW TRADERS U.S. LLC42,415$1.08M0.05%new13F-HRTimeline
NovaPoint Capital, LLC36,218$926K0.29%new13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp33,900$866K0.03%+1,70013F-HRTimelineGroup
ADIRONDACK TRUST CO32,749$837K0.33%+12,67213F-HRTimeline
Montecito Bank & Trust27,429$701K0.12%+27413F-HRTimeline
Stokes Family Office, LLC27,250$697K0.08%+5,00013F-HRTimeline
Keeler Thomas Management LLC26,031$665K0.33%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC22,684$580K0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC22,457$574K0.01%+8,55413F-HRTimeline
Cetera Investment Advisers22,328$571K<0.01%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.21,995$562K<0.01%+2,97013F-HRTimeline
Addison Advisors LLC20,932$535K0.15%+3,20513F-HRTimeline
IFP Advisors, Inc20,204$516K0.02%+5,74413F-HRTimeline
CVA Family Office, LLC19,662$503K0.08%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…18,136$464K0.04%new13F-HRTimeline
Jacobi Capital Management LLC16,615$425K0.03%+1,47513F-HRTimeline
Farnam Financial LLC15,810$404K0.41%013F-HRTimeline
Advisory Services Network, LLC15,419$394K0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,333$366K<0.01%+4513F-HRTimelineGroup
MGO ONE SEVEN LLC13,702$350K0.01%+3,01613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,494$345K<0.01%-13,94813F-HRTimelineGroup
Mutual Advisors, LLC12,956$330K0.01%+1,78613F-HRTimeline
Private Advisor Group, LLC12,558$321K<0.01%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,402$317K0.02%new13F-HR/ATimelineGroup
Glenview Trust Co11,862$303K0.01%new13F-HR/ATimeline
Gradient Capital Advisors, LLC10,699$273K0.09%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,125$259K<0.01%new13F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC9,850$252K0.02%+1,49013F-HRTimeline
Cambridge Investment Research Advisors,…9,493$243K<0.01%+77513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,440$241K<0.01%+1,03213F-HRTimelineGroup
KINTRA WEALTH, LLC9,275$237K0.16%new13F-HRTimeline
Valmark Advisers, Inc.8,580$219K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC8,280$212K0.01%new13F-HRTimeline
First National Trust Co8,219$210K0.01%new13F-HRTimeline
COMERICA BANK8,022$205K<0.01%+68613F-HRTimeline
Caliber Wealth Management, LLC / KS7,974$204K0.03%13F-HRTimeline
Hendershot Investments Inc.7,953$203K0.03%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise7,512$192K0.01%13F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.5,870$150K0.09%013F-HRTimeline
Hemington Wealth Management2,829$72K0.01%+19113F-HRTimeline
Cherry Tree Wealth Management, LLC2,442$62.4K0.02%+1,47313F-HRTimeline
Trust Co1,927$49.3K0.01%013F-HRTimeline
Spectrum Wealth Counsel, LLC1,294$33.1K<0.01%013F-HRTimeline
CENTRAL TRUST Co1,234$31.5K<0.01%-15413F-HRTimeline
Bullock Wealth Management Group1,036$26.4K0.01%+913F-HRTimeline
Knights of Columbus Asset Advisors LLC839$21.4K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO802$20.5K<0.01%-26,96013F-HRTimelineGroup
United Community Bankin group United Community Bank785$20.1K0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC388$9.92K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/350$8.95K<0.01%new13F-HRTimelineGroup
HM PAYSON & CO317$8.1K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.49$1.25K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3$77<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.