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Disclosery

IBDY ISHARES TR

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IBONDS DEC 2033 (fund)

142 managers (143 13F filers) reported a position in IBDY shares at 2025-12-31, 27,422,808 shares in all. 19 filers opened a position and 11 filers sold out during the quarter.

Managers
142
13F filers
143
New
19
Added
87
Reduced
15
Sold out
11
Shares held by filers
27,422,808

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Capital Investment Advisors, LLC2,929,934$76.6M1.17%+193,95013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,991,654$52.1M<0.01%+479,16013F-HR/ATimelineGroup
Summit Financial, LLC1,952,145$51M0.75%+97,28413F-HRTimeline
First Interstate Bank1,902,432$49.7M2.67%+10,63213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,788,385$46.7M<0.01%+277,33013F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC1,286,574$33.6M1.71%+119,40513F-HRTimeline
SUMMITRY LLC1,022,638$26.7M1.11%+23,68313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.817,300$21.4M2.05%+10,94313F-HRTimeline
Envision Financial Planning, LLC788,791$20.6M7.8%+69613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\766,838$20M0.02%+20,06913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN736,837$19.3M<0.01%+53,52713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC593,668$15.5M<0.01%+39,73313F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp555,895$14.5M1.45%+4,54313F-HRTimelineGroup
HighTower Advisors, LLC539,173$14.1M0.02%+226,72713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…501,711$13.1M0.02%+7,56613F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG499,449$13.1M<0.01%+94,57713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC483,081$12.6M<0.01%+219,18613F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC482,288$12.6M5.31%+4,51113F-HRTimeline
PFG Private Wealth Management, LLC463,084$12.1M5.3%new13F-HRTimeline
INSTRUMENTAL WEALTH, LLC414,016$10.9M6.55%+28,29913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC388,766$10.2M0.01%+15,15813F-HRTimeline
Janney Montgomery Scott LLC359,078$9.39M0.02%+25,17613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding288,381$7.54M+25,221Timeline
Mariner, LLCin group Mariner, LLC288,256$7.54M0.01%+203,00213F-HRTimelineGroup
Guidance Point Advisors, LLC264,961$6.93M1.61%+14,36413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA246,631$6.45M<0.01%+6,28213F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC228,358$5.97M0.02%+5,87513F-HRTimelineGroup
Parallel Advisors, LLC210,833$5.51M0.1%+12,96613F-HRTimeline
HANCOCK WHITNEY CORP205,873$5.38M0.1%+7,14713F-HRTimeline
Krilogy Financial LLC202,110$5.29M0.18%+1,81713F-HRTimeline
4Thought Financial Group Inc.175,251$4.58M2.27%+3,71713F-HRTimeline
LYELL WEALTH MANAGEMENT, LP173,645$4.54M0.33%+55,37513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC171,093$4.47M0.05%-13,23513F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp160,277$4.19M0.08%-41,95613F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.141,350$3.69M0.4%-8,93113F-HRTimeline
Probity Advisors, Inc.140,020$3.66M0.59%-1,04913F-HRTimeline
CWM, LLCin group CWM, LLC137,757$3.6M0.01%+5,98113F-HRTimelineGroup
Evergreen Private Wealth LLC133,371$3.49M1.37%+7,61213F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC122,018$3.19M0.67%+91,97813F-HRTimeline
OneDigital Investment Advisors LLC104,858$2.74M0.03%new13F-HRTimeline
Signature Wealth Management Group104,858$2.74M1.12%+4313F-HRTimeline
LPL Financial LLC103,867$2.72M<0.01%+13,12213F-HRTimeline
Seneca House Advisors98,764$2.58M0.97%+4,65013F-HRTimeline
Marathon Mission, Inc.98,441$2.57M1.49%-48613F-HRTimeline
Stonebrook Private Inc.89,062$2.33M0.49%+2,24813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV88,483$2.31M<0.01%+21,88713F-HRTimeline
McGlone Suttner Wealth Management, Inc.86,911$2.27M0.31%+1,34313F-HRTimeline
Archford Capital Strategies, LLC78,629$2.06M0.24%+1,26513F-HRTimeline
MCF Advisors LLC76,699$2M0.11%+1,02813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC72,457$1.89M<0.01%-46,86013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…67,546$1.77M<0.01%+2,68613F-HRTimeline
FLOW TRADERS U.S. LLC67,343$1.76M0.06%-27,68813F-HRTimeline
J.W. COLE ADVISORS, INC.59,727$1.56M0.04%+2,26113F-HRTimeline
ADIRONDACK TRUST CO59,751$1.56M0.51%+7,98613F-HRTimeline
Wilkins Miller Wealth Management, LLC58,231$1.52M0.91%+3,51213F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp57,100$1.49M0.04%+18,16513F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD53,750$1.4M0.02%-1,03313F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…52,781$1.38M0.01%+37,58113F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC50,761$1.33M0.02%+1,26113F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC50,650$1.32M0.08%+3,40713F-HRTimeline
Cetera Investment Advisers49,627$1.3M<0.01%+1,68013F-HRTimeline
Segment Wealth Management, LLC48,035$1.26M0.07%+82013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…44,287$1.16M0.76%-4,10913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS42,895$1.12M<0.01%+3,83513F-HRTimeline
LITTLE HOUSE CAPITAL LLC41,316$1.08M0.27%-3,06313F-HRTimeline
Keeler Thomas Management LLC41,164$1.08M0.51%+1,39113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC38,101$996K0.02%+54213F-HRTimeline
Reliant Wealth Planning37,010$967K0.3%013F-HRTimeline
Gilbert & Cook, Inc.36,642$958K0.12%new13F-HRTimeline
COWA, LLC33,615$829K0.25%new13F-HRTimeline
Addison Advisors LLC30,957$809K0.18%013F-HRTimeline
Beacon Pointe Advisors, LLC30,294$792K0.01%+3,71913F-HRTimeline
CFO CAPITAL MANAGEMENT LLC28,991$758K0.57%13F-HRTimeline
IFP Advisors, Inc28,590$747K0.02%+4,71513F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…28,270$739K<0.01%+10,91513F-HRTimeline
Walleye Partners, LLC27,970$731K0.81%13F-HRTimeline
Stokes Family Office, LLC27,250$712K0.07%013F-HRTimeline
Montecito Bank & Trust25,598$669K0.11%+1,43113F-HRTimeline
Jacobi Capital Management LLC24,904$651K0.04%new13F-HRTimeline
Clearstead Advisors, LLC24,428$639K0.01%+24,30913F-HRTimeline
Sterling Investment Advisors, Ltd.22,765$595K0.11%+4,66513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC22,684$593K0.01%013F-HRTimeline
NESTEGG ADVISORS, INC.22,116$578K0.49%+11,62213F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC21,370$559K0.03%+6,06013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…19,792$517K0.04%+45613F-HRTimeline
CVA Family Office, LLC19,662$514K0.06%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC19,019$497K<0.01%013F-HRTimelineGroup
Glenview Trust Co18,104$473K0.01%+4,00013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.17,776$465K0.02%+3,14613F-HRTimelineGroup
First National Trust Co17,083$447K0.01%+4,17913F-HRTimeline
Gryphon Financial Partners LLC17,012$445K0.05%+213F-HRTimeline
Valmark Advisers, Inc.16,907$442K0.01%+4,11713F-HRTimeline
Advisory Services Network, LLC16,632$435K0.01%+1,17213F-HRTimeline
Gradient Capital Advisors, LLC16,333$427K0.11%+2,67513F-HRTimeline
Frisch Financial Group, Inc.16,290$426K0.1%-16,64013F-HRTimeline
Farnam Financial LLC15,810$413K0.31%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,562$407K<0.01%+8,40013F-HRTimelineGroup
Venture Visionary Partners LLC14,428$377K0.01%+413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,617$356K<0.01%-69913F-HRTimelineGroup
Private Advisor Group, LLC12,939$338K<0.01%+38113F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC12,710$332K0.01%new13F-HRTimeline
Rossmore Private Capital11,858$310K0.03%+43013F-HRTimeline
XML Financial, LLC11,766$308K0.03%new13F-HRTimeline
Cherry Tree Wealth Management, LLC11,616$304K0.06%+2,69213F-HRTimeline
Accretive Wealth Partners, LLC11,387$298K0.09%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,160$292K0.01%new13F-HRTimelineGroup
Sarver Vrooman Wealth Advisors10,031$262K0.17%013F-HR/ATimeline
MGO ONE SEVEN LLC9,724$254K0.01%-72513F-HRTimeline
Mutual Advisors, LLC9,688$253K0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…9,015$236K<0.01%-1,02013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,439$221K<0.01%+113F-HRTimelineGroup
Ironwood Financial, llc8,244$216K0.04%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.8,140$213K0.1%new13F-HRTimeline
Bullock Wealth Management Group8,112$212K0.1%+7,10613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,071$211K<0.01%new13F-HRTimelineGroup
Hendershot Investments Inc.7,953$208K0.03%013F-HRTimeline
DEARBORN PARTNERS LLC7,883$206K0.01%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC7,689$201K0.01%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise7,635$200K0.01%-34913F-HRTimelineGroup
COMERICA BANK7,364$192K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,362$192K<0.01%+4,84113F-HRTimelineGroup
10Elms LLP5,900$154K0.14%+65013F-HRTimeline
CENTRAL TRUST Co5,674$148K<0.01%+2,91413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,049$132K<0.01%+3,61913F-HR/ATimelineGroup
Roble, Belko & Company, Inc4,786$125K0.02%new13F-HRTimeline
Jupiter Wealth Management LLC4,600$121K0.05%013F-HRTimeline
Sound Income Strategies, LLC4,592$120K0.01%+3413F-HRTimeline
Hyposwiss Advisors SA3,190$83.4K0.08%13F-HRTimeline
CNB Bank3,042$79.5K0.03%new13F-HRTimeline
MidFirst Bank2,151$56.2K<0.01%13F-HRTimeline
Trust Co1,928$50.4K<0.01%+113F-HRTimeline
FMR LLCin group FMR LLC1,293$33.8K<0.01%new13F-HRTimelineGroup
BARRETT & COMPANY, INC.1,000$26.1K0.01%013F-HRTimeline
Knights of Columbus Asset Advisors LLC839$21.9K<0.01%013F-HRTimeline
Bogart Wealth, LLC572$15K<0.01%new13F-HRTimeline
Key Financial Inc564$14.7K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC427$11.2K<0.01%+213F-HRTimeline
Bank of New Hampshire400$10.5K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.315$8.23K<0.01%new13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.152$4K<0.01%+213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.50$1.31K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$26<0.01%013F-HRTimeline