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Disclosery

IBDY ISHARES TR

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IBONDS DEC 2033 (fund)

121 managers (122 13F filers) reported a position in IBDY shares at 2025-06-30, 20,797,086 shares in all. 20 filers opened a position and 9 filers sold out during the quarter.

Managers
121
13F filers
122
New
20
Added
61
Reduced
26
Sold out
9
Shares held by filers
20,797,086

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Capital Investment Advisors, LLC2,531,308$65.6M1.18%+261,69313F-HR/ATimeline
First Interstate Bank1,866,918$48.4M2.84%-42,14413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,388,008$36M<0.01%-39,38413F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC1,017,190$26.4M1.45%+150,42113F-HRTimeline
SUMMITRY LLC988,455$25.6M1.16%+32,76613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY959,753$24.9M<0.01%+96,80913F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.793,721$20.6M2.11%-8,23113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\781,335$20.2M0.03%+97,51213F-HRTimelineGroup
Envision Financial Planning, LLC677,596$17.6M8.21%+26,92513F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp566,352$14.7M1.54%-4,51313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…492,919$12.8M0.03%-12,27513F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN486,165$12.6M<0.01%-15,70913F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC474,707$12.3M5.4%+8,05713F-HRTimeline
PFG Private Wealth Management, LLC412,568$10.7M5.5%+11,72113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC376,601$9.76M0.01%-8,49313F-HRTimeline
UBS Group AGin group UBS Group AG371,078$9.61M<0.01%-11,64813F-HRTimelineGroup
INSTRUMENTAL WEALTH, LLC367,159$9.37M7.45%+11,16713F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC307,307$7.96M0.11%-1,19813F-HRTimeline
Janney Montgomery Scott LLC304,136$7.88M0.02%+21,98813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding261,447$6.77M+35,878Timeline
Guidance Point Advisors, LLC243,451$6.31M1.62%+9,99513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC243,387$6.3M<0.01%-2,32713F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp203,241$5.26M0.12%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC190,609$4.94M0.03%+13,06913F-HRTimelineGroup
Parallel Advisors, LLC188,406$4.88M0.1%+16,37313F-HRTimeline
Krilogy Financial LLC184,691$4.78M0.27%-9,95413F-HRTimeline
HANCOCK WHITNEY CORP182,942$4.74M0.09%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC176,136$4.56M0.06%+9,48813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC175,946$4.56M<0.01%+165,82113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA173,201$4.49M<0.01%+121,19313F-HR/ATimelineGroup
4Thought Financial Group Inc.168,539$4.37M2.32%+3,93313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC155,955$4.04M<0.01%+8,61413F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.155,251$4.02M0.48%-1,61613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO146,649$3.8M<0.01%+145,84713F-HRTimelineGroup
Probity Advisors, Inc.140,036$3.63M0.64%+12,47313F-HRTimeline
Evergreen Private Wealth LLC127,066$3.29M1.38%+8,25113F-HRTimeline
CWM, LLCin group CWM, LLC121,389$3.15M0.01%+1,24613F-HRTimelineGroup
HighTower Advisors, LLC120,584$3.12M<0.01%+20,46813F-HRTimeline
Marathon Mission, Inc.98,105$2.54M1.62%+5,80213F-HRTimeline
Seneca House Advisors95,684$2.48M1.05%+5,84013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP90,245$2.34M0.18%+34,12513F-HRTimeline
Signature Wealth Management Group88,337$2.29M0.9%+1,86513F-HRTimeline
Stonebrook Private Inc.85,746$2.22M0.52%+1,87413F-HRTimeline
McGlone Suttner Wealth Management, Inc.83,872$2.17M0.33%+78013F-HRTimeline
Mariner, LLCin group Mariner, LLC79,797$2.07M<0.01%+2,47513F-HRTimelineGroup
MCF Advisors LLC74,904$1.94M0.13%+2,75313F-HRTimeline
Archford Capital Strategies, LLC73,675$1.91M0.24%-3,52813F-HRTimeline
LPL Financial LLC70,973$1.84M<0.01%+4,52013F-HRTimeline
Quantum Financial Advisors, LLC63,626$1.65M0.22%+2,96313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC53,942$1.4M0.02%+82313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV51,346$1.33M<0.01%+5,49913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…50,686$1.31M<0.01%+4,36913F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD47,882$1.24M0.02%+76613F-HRTimelineGroup
Segment Wealth Management, LLC46,715$1.21M0.08%-38513F-HRTimeline
J.W. COLE ADVISORS, INC.45,900$1.19M0.03%new13F-HRTimeline
Reliant Wealth Planning44,507$1.15M0.45%new13F-HRTimeline
LITTLE HOUSE CAPITAL LLC43,419$1.12M0.28%+2913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS43,351$1.12M<0.01%-5,14813F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC42,928$1.11M0.08%+33,07813F-HRTimeline
ADIRONDACK TRUST CO42,027$1.09M0.4%+9,27813F-HRTimeline
Wilkins Miller Wealth Management, LLC41,502$1.08M0.73%-24,04813F-HRTimeline
Paradigm, Strategies in Wealth Manageme…39,904$1.03M0.68%-2,76813F-HRTimeline
Keeler Thomas Management LLC37,488$971K0.42%+11,45713F-HRTimeline
NovaPoint Capital, LLC36,992$958K0.29%+77413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC35,168$911K0.02%new13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp34,770$901K0.03%+87013F-HRTimelineGroup
Frisch Financial Group, Inc.33,899$878K0.21%new13F-HRTimeline
Addison Advisors LLC30,797$798K0.2%+9,86513F-HRTimeline
Stokes Family Office, LLC27,250$706K0.07%013F-HRTimeline
Granite Harbor Advisors, Inc.25,274$655K0.31%new13F-HRTimeline
IFP Advisors, Inc23,156$600K0.02%+2,95213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC22,684$588K0.01%013F-HRTimeline
Cetera Investment Advisers22,328$578K<0.01%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.22,243$576K<0.01%+24813F-HRTimeline
Beacon Pointe Advisors, LLC21,909$568K0.01%-54813F-HRTimeline
MML INVESTORS SERVICES, LLC21,667$561K<0.01%-23,23613F-HRTimeline
CVA Family Office, LLC19,662$509K0.07%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP19,580$507K<0.01%+5,24713F-HRTimelineGroup
Jacobi Capital Management LLC17,747$460K0.03%+1,13213F-HRTimeline
Gryphon Financial Partners LLC17,595$456K0.06%new13F-HRTimeline
Farnam Financial LLC15,810$410K0.37%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC15,310$397K0.03%new13F-HRTimeline
Advisory Services Network, LLC15,283$395K0.01%-13613F-HRTimeline
MGO ONE SEVEN LLC15,044$390K0.01%+1,34213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,877$385K<0.01%+5,43713F-HRTimelineGroup
Venture Visionary Partners LLC14,228$369K0.01%-108,58213F-HRTimeline
Gradient Capital Advisors, LLC13,658$354K0.1%+2,95913F-HRTimeline
Mutual Advisors, LLC13,013$335K0.01%+5713F-HRTimeline
Glenview Trust Co12,862$333K0.01%+1,00013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,608$327K0.02%+20613F-HRTimelineGroup
First National Trust Co12,599$326K0.01%+4,38013F-HRTimeline
Private Advisor Group, LLC12,558$325K<0.01%013F-HRTimeline
FLOW TRADERS U.S. LLC12,501$324K0.01%-29,91413F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC12,301$319K0.08%new13F-HRTimeline
Rossmore Private Capital11,428$296K0.03%new13F-HRTimeline
Accretive Wealth Partners, LLC11,387$295K0.1%new13F-HRTimeline
Cambridge Investment Research Advisors,…10,033$260K<0.01%+54013F-HRTimeline
Valmark Advisers, Inc.8,580$222K<0.01%013F-HRTimeline
Caliber Wealth Management, LLC / KS8,074$209K0.02%+10013F-HRTimeline
Hendershot Investments Inc.7,953$206K0.03%013F-HRTimeline
COMERICA BANK7,871$204K<0.01%-15113F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise7,512$195K0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,402$166K<0.01%-7,09213F-HR/ATimelineGroup
Koesten, Hirschmann & Crabtree, INC.5,870$152K0.08%013F-HRTimeline
Cherry Tree Wealth Management, LLC5,047$131K0.03%+2,60513F-HRTimeline
Jupiter Wealth Management LLC4,600$120K0.06%new13F-HRTimeline
Sound Income Strategies, LLC4,514$117K0.01%-3,76613F-HRTimeline
Hemington Wealth Management2,829$73K0.01%013F-HRTimeline
Trust Co1,927$49.9K0.01%013F-HRTimeline
United Community Bankin group United Community Bank1,535$39.8K0.01%+75013F-HRTimelineGroup
10Elms LLP1,400$36.3K0.03%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,253$32.3K<0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co1,218$31.6K<0.01%-1613F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,063$27.5K0.01%new13F-HRTimeline
Bullock Wealth Management Group1,049$27K0.01%+1313F-HRTimeline
Knights of Columbus Asset Advisors LLC839$21.7K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC425$11K<0.01%new13F-HRTimeline
Avion Wealth91$2K<0.01%new13F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.49$1.27K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$26<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.