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Disclosery

IBDY ISHARES TR

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IBONDS DEC 2033 (fund)

131 managers (132 13F filers) reported a position in IBDY shares at 2025-09-30, 24,568,206 shares in all. 20 filers opened a position and 9 filers sold out during the quarter.

Managers
131
13F filers
132
New
20
Added
74
Reduced
19
Sold out
9
Shares held by filers
24,568,206

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC2,735,984$71.8M1.18%+204,67613F-HRTimeline
First Interstate Bank1,891,800$49.6M2.74%+24,88213F-HRTimeline
Summit Financial, LLC1,854,861$48.7M0.74%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,512,494$39.7M<0.01%+552,74113F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,511,055$39.6M<0.01%+123,04713F-HR/ATimelineGroup
SIGMA INVESTMENT COUNSELORS INC1,167,169$30.6M1.59%+149,97913F-HRTimeline
SUMMITRY LLC998,955$26.2M1.11%+10,50013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.806,357$21.2M2.03%+12,63613F-HRTimeline
Envision Financial Planning, LLC788,095$20.7M8.77%+110,49913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\746,769$19.6M0.02%-34,56613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN683,310$17.9M<0.01%+197,14513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC553,935$14.5M<0.01%+377,98913F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp551,352$14.5M1.48%-15,00013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…494,145$13M0.03%+1,22613F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC477,777$12.5M5.42%+3,07013F-HRTimeline
UBS Group AGin group UBS Group AG404,872$10.6M<0.01%+33,79413F-HRTimelineGroup
INSTRUMENTAL WEALTH, LLC385,717$10.1M7.1%+18,55813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC373,608$9.8M0.01%-2,99313F-HRTimeline
Janney Montgomery Scott LLC333,902$8.76M0.02%+29,76613F-HRTimeline
HighTower Advisors, LLC312,446$8.2M0.01%+191,86213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC263,895$6.92M<0.01%+20,50813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding263,160$6.9M+1,713Timeline
Guidance Point Advisors, LLC250,597$6.57M1.59%+7,14613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA240,349$6.3M<0.01%+67,14813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC222,483$5.84M0.02%+31,87413F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp202,233$5.3M0.1%-1,00813F-HRTimelineGroup
HANCOCK WHITNEY CORP198,726$5.21M0.09%+15,78413F-HRTimeline
Krilogy Financial LLC200,293$5.21M0.2%+15,60213F-HRTimeline
Parallel Advisors, LLC197,867$5.19M0.1%+9,46113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC184,328$4.83M0.05%+8,19213F-HRTimelineGroup
4Thought Financial Group Inc.171,534$4.5M2.27%+2,99513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.150,281$3.94M0.43%-4,97013F-HRTimeline
Probity Advisors, Inc.141,069$3.7M0.6%+1,03313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC137,772$3.61M<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC131,776$3.46M0.01%+10,38713F-HRTimelineGroup
Evergreen Private Wealth LLC125,759$3.3M1.34%-1,30713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC119,317$3.13M<0.01%-36,63813F-HRTimelineGroup
LYELL WEALTH MANAGEMENT, LP118,270$3.1M0.23%+28,02513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO109,702$2.88M<0.01%-36,94713F-HR/ATimelineGroup
Signature Wealth Management Group104,815$2.75M1.07%+16,47813F-HRTimeline
Marathon Mission, Inc.98,927$2.59M1.55%+82213F-HRTimeline
FLOW TRADERS U.S. LLC95,031$2.49M0.1%+82,53013F-HRTimeline
Seneca House Advisors94,114$2.47M1%-1,57013F-HRTimeline
LPL Financial LLC90,745$2.38M<0.01%+19,77213F-HRTimeline
Stonebrook Private Inc.86,814$2.28M0.49%+1,06813F-HRTimeline
McGlone Suttner Wealth Management, Inc.85,568$2.24M0.31%+1,69613F-HRTimeline
Mariner, LLCin group Mariner, LLC85,254$2.24M<0.01%+5,45713F-HRTimelineGroup
Archford Capital Strategies, LLC77,364$2.03M0.24%+3,68913F-HRTimeline
MCF Advisors LLC75,671$1.98M0.12%+76713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV66,596$1.75M<0.01%+15,25013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…64,860$1.7M<0.01%+14,17413F-HRTimeline
Quantum Financial Advisors, LLC64,572$1.69M0.21%+94613F-HRTimeline
J.W. COLE ADVISORS, INC.57,466$1.51M0.03%+11,56613F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD54,783$1.44M0.02%+6,90113F-HRTimelineGroup
Wilkins Miller Wealth Management, LLC54,719$1.43M0.89%+13,21713F-HRTimeline
ADIRONDACK TRUST CO51,765$1.36M0.46%+9,73813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC49,500$1.3M0.02%-4,44213F-HRTimeline
Paradigm, Strategies in Wealth Manageme…48,396$1.27M0.81%+8,49213F-HRTimeline
Cetera Investment Advisers47,947$1.26M<0.01%+25,61913F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC47,243$1.24M0.08%+4,31513F-HRTimeline
Segment Wealth Management, LLC47,215$1.24M0.07%+50013F-HRTimeline
LITTLE HOUSE CAPITAL LLC44,379$1.16M0.27%+96013F-HRTimeline
NovaPoint Capital, LLC41,000$1.08M0.26%+4,00813F-HRTimeline
Keeler Thomas Management LLC39,773$1.04M0.43%+2,28513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS39,060$1.02M<0.01%-4,29113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp38,935$1.02M0.03%+4,16513F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC37,559$985K0.02%+2,39113F-HRTimeline
Reliant Wealth Planning37,010$971K0.31%-7,49713F-HRTimeline
Frisch Financial Group, Inc.32,930$864K0.2%-96913F-HRTimeline
Addison Advisors LLC30,957$812K0.19%+16013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC30,040$788K0.17%+17,73913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC29,019$761K<0.01%new13F-HRTimelineGroup
Stokes Family Office, LLC27,250$715K0.07%013F-HRTimeline
Beacon Pointe Advisors, LLC26,575$697K0.01%+4,66613F-HRTimeline
Granite Harbor Advisors, Inc.25,274$663K0.28%013F-HRTimeline
Montecito Bank & Trust24,167$634K0.1%13F-HRTimeline
IFP Advisors, Inc23,875$626K0.02%+71913F-HR/ATimeline
Forvis Mazars Wealth Advisors, LLC22,684$595K0.01%013F-HRTimeline
CVA Family Office, LLC19,662$516K0.07%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC19,019$499K<0.01%new13F-HR/ATimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…19,336$499K0.04%new13F-HRTimeline
Sterling Investment Advisors, Ltd.18,100$475K0.09%new13F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…17,355$455K<0.01%new13F-HRTimeline
Gryphon Financial Partners LLC17,010$446K0.05%-58513F-HRTimeline
Farnam Financial LLC15,810$415K0.32%013F-HRTimeline
Advisory Services Network, LLC15,460$406K0.01%+17713F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC15,310$402K0.03%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…15,200$399K<0.01%+32313F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.14,630$384K0.02%+2,02213F-HRTimelineGroup
Venture Visionary Partners LLC14,424$378K0.01%+19613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,316$376K<0.01%new13F-HRTimelineGroup
Glenview Trust Co14,104$370K0.01%+1,24213F-HRTimeline
Gradient Capital Advisors, LLC13,658$358K0.1%013F-HRTimeline
First National Trust Co12,904$338K0.01%+30513F-HRTimeline
Valmark Advisers, Inc.12,790$335K<0.01%+4,21013F-HRTimeline
Private Advisor Group, LLC12,558$329K<0.01%013F-HRTimeline
Rossmore Private Capital11,428$300K0.03%013F-HRTimeline
Accretive Wealth Partners, LLC11,387$299K0.09%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,915$286K<0.01%new13F-HRTimelineGroup
NESTEGG ADVISORS, INC.10,494$275K0.24%new13F-HRTimeline
MGO ONE SEVEN LLC10,449$274K0.01%-4,59513F-HRTimeline
Sarver Vrooman Wealth Advisors10,031$263K0.17%new13F-HRTimeline
Cambridge Investment Research Advisors,…10,035$263K<0.01%+213F-HRTimeline
Mutual Advisors, LLC9,688$256K0.01%-3,32513F-HRTimeline
Cherry Tree Wealth Management, LLC8,924$234K0.05%+3,87713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,438$221K<0.01%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,110$213K<0.01%new13F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise7,984$209K0.01%+47213F-HRTimelineGroup
Hendershot Investments Inc.7,953$209K0.03%013F-HRTimeline
COMERICA BANK7,364$193K<0.01%-50713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,162$188K<0.01%+76013F-HRTimelineGroup
10Elms LLP5,250$138K0.12%+3,85013F-HRTimeline
Jupiter Wealth Management LLC4,600$121K0.06%013F-HRTimeline
Sound Income Strategies, LLC4,558$119K0.01%+4413F-HRTimeline
Hemington Wealth Management2,829$74K0.01%013F-HRTimeline
CENTRAL TRUST Co2,760$72.4K<0.01%+1,54213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,521$66K<0.01%+1,26813F-HRTimelineGroup
Trust Co1,927$50.5K0.01%013F-HRTimeline
United Community Bankin group United Community Bank1,535$40.3K0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,430$37.5K<0.01%new13F-HRTimelineGroup
Bullock Wealth Management Group1,006$26.4K0.01%-4313F-HRTimeline
BARRETT & COMPANY, INC.1,000$26.2K0.01%new13F-HRTimeline
Knights of Columbus Asset Advisors LLC839$22K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.700$18.4K<0.01%new13F-HRTimelineGroup
Key Financial Inc564$14.8K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC425$11.1K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.150$4K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC119$3.12K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC68$1.78K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.50$1.31K<0.01%+113F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$26<0.01%013F-HRTimeline