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Disclosery

IBDY ISHARES TR

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IBONDS DEC 2033 (fund)

161 managers (162 13F filers) reported a position in IBDY shares at 2026-03-31, 30,171,326 shares in all. 27 filers opened a position and 8 filers sold out during the quarter.

Managers
161
13F filers
162
New
27
Added
95
Reduced
18
Sold out
8
Shares held by filers
30,171,326

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC3,106,784$80.3M1.17%+176,85013F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY2,261,500$58.5M<0.01%+269,84613F-HRTimelineGroup
Summit Financial, LLC2,038,645$52.7M0.67%+86,50013F-HRTimeline
First Interstate Bank1,940,344$50.2M2.82%+37,91213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,933,176$50M<0.01%+144,79113F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC1,385,129$35.8M1.89%+98,55513F-HRTimeline
SUMMITRY LLC1,025,195$26.5M0.93%+2,55713F-HR/ATimeline
MV CAPITAL MANAGEMENT, INC.937,221$24.2M2.38%+119,92113F-HRTimeline
Envision Financial Planning, LLC838,607$21.7M7.84%+49,81613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\804,020$20.8M0.03%+37,18213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC668,866$17.3M<0.01%+75,19813F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN645,507$16.7M<0.01%-91,33013F-HR/ATimelineGroup
HighTower Advisors, LLC623,050$16.1M0.02%+83,87713F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp589,794$15.2M1.53%+33,89913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC556,383$14.4M<0.01%+73,30213F-HRTimelineGroup
UBS Group AGin group UBS Group AG534,158$13.8M<0.01%+34,70913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…508,731$13.2M0.02%+7,02013F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC490,228$12.7M5.29%+7,94013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC423,185$10.9M0.02%+34,41913F-HRTimeline
INSTRUMENTAL WEALTH, LLC416,784$10.8M6.62%+2,76813F-HRTimeline
Janney Montgomery Scott LLC388,257$10M0.02%+29,17913F-HRTimeline
LPL Financial LLC362,791$9.38M<0.01%+258,92413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding352,434$9.11M+64,053Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC333,588$8.62M0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC296,460$7.66M0.01%+8,20413F-HRTimelineGroup
Guidance Point Advisors, LLC278,279$7.19M1.7%+13,31813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…275,594$7.12M0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA271,146$7.01M<0.01%+24,51513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC234,103$6.05M0.02%+5,74513F-HRTimelineGroup
HANCOCK WHITNEY CORP226,296$5.85M0.1%+20,42313F-HRTimeline
Parallel Advisors, LLC213,017$5.51M0.1%+2,18413F-HR/ATimeline
Krilogy Financial LLC207,771$5.39M0.17%+5,66113F-HRTimeline
Probity Advisors, Inc.189,326$4.89M0.78%+49,30613F-HRTimeline
LYELL WEALTH MANAGEMENT, LP181,445$4.69M0.34%+7,80013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC178,596$4.62M0.05%+7,50313F-HRTimelineGroup
4Thought Financial Group Inc.175,675$4.54M2.25%+42413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp149,627$3.87M0.07%-10,65013F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.137,551$3.56M0.4%-3,79913F-HRTimeline
Evergreen Private Wealth LLC135,299$3.5M1.41%+1,92813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC134,074$3.47M<0.01%+61,61713F-HRTimelineGroup
GTS SECURITIES LLC129,668$3.35M0.12%new13F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC128,541$3.32M0.67%+6,52313F-HRTimeline
CWM, LLCin group CWM, LLC128,222$3.31M0.01%-9,53513F-HRTimelineGroup
ADIRONDACK TRUST CO118,919$3.07M1.03%+59,16813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV113,858$2.94M<0.01%+25,37513F-HRTimeline
OneDigital Investment Advisors LLC105,779$2.73M0.03%+92113F-HRTimeline
Signature Wealth Management Group105,106$2.72M1.03%+24813F-HRTimeline
Marathon Mission, Inc.101,044$2.61M1.52%+2,60313F-HRTimeline
Seneca House Advisors94,840$2.45M0.97%-3,92413F-HRTimeline
Stonebrook Private Inc.93,038$2.41M0.51%+3,97613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…89,743$2.32M0.01%+22,19713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC89,444$2.31M<0.01%new13F-HRTimelineGroup
McGlone Suttner Wealth Management, Inc.89,418$2.31M0.31%+2,50713F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC89,149$2.3M0.09%+76,43913F-HRTimeline
Archford Capital Strategies, LLC77,210$2M0.23%-1,41913F-HRTimeline
MCF Advisors LLC77,210$2M0.09%+51113F-HRTimeline
Segment Wealth Management, LLC70,065$1.81M0.11%+22,03013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp67,913$1.76M0.05%+10,81313F-HRTimelineGroup
COWA, LLC66,790$1.73M0.47%+33,17513F-HRTimeline
J.W. COLE ADVISORS, INC.62,577$1.62M0.05%+2,85013F-HRTimeline
BOSTON FAMILY OFFICE LLC66,187$1.61M0.11%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…61,919$1.6M0.01%+9,13813F-HRTimelineGroup
Wilkins Miller Wealth Management, LLC61,517$1.59M0.96%+3,28613F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC58,803$1.52M0.1%+8,15313F-HRTimeline
Roble, Belko & Company, Inc53,396$1.38M0.18%+48,61013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD50,805$1.31M0.01%-2,94513F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC50,761$1.31M0.02%013F-HRTimeline
NovaPoint Capital, LLC48,982$1.27M0.32%new13F-HRTimeline
Paradigm, Strategies in Wealth Manageme…46,958$1.21M0.82%+2,67113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS43,082$1.11M<0.01%+18713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC39,652$1.03M0.02%+1,55113F-HRTimeline
Cetera Investment Advisers39,192$1.01M<0.01%-10,43513F-HRTimeline
LITTLE HOUSE CAPITAL LLC38,157$986K0.25%-3,15913F-HRTimeline
Gilbert & Cook, Inc.38,018$983K0.13%+1,37613F-HRTimeline
Sound View Wealth Advisors Group, LLC37,215$962K0.07%+29,52613F-HRTimeline
Reliant Wealth Planning37,010$957K0.29%013F-HRTimeline
Clearstead Advisors, LLC33,487$866K0.01%+9,05913F-HRTimeline
First National Trust Co32,984$853K0.03%+15,90113F-HRTimeline
Montecito Bank & Trust31,980$827K0.14%+6,38213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,707$820K<0.01%+16,14513F-HRTimelineGroup
Addison Advisors LLC31,257$808K0.18%+30013F-HRTimeline
Glenview Trust Co31,104$804K0.01%+13,00013F-HRTimeline
CFO CAPITAL MANAGEMENT LLC31,241$803K0.66%+2,25013F-HRTimeline
IFP Advisors, Inc29,648$766K0.02%+1,05813F-HRTimeline
CVA Family Office, LLC29,142$753K0.08%+9,48013F-HRTimeline
Jacobi Capital Management LLC28,763$744K0.04%+3,85913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO28,806$741K<0.01%new13F-HR/ATimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…28,473$736K<0.01%+20313F-HRTimeline
Beacon Pointe Advisors, LLC27,813$719K<0.01%-2,48113F-HRTimeline
Stokes Family Office, LLC27,250$704K0.07%013F-HRTimeline
Sterling Investment Advisors, Ltd.23,740$614K0.11%+97513F-HRTimeline
Gryphon Financial Partners LLC22,816$590K0.06%+5,80413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC22,684$586K0.01%013F-HRTimeline
10Elms LLP22,390$579K0.37%+16,49013F-HRTimeline
NESTEGG ADVISORS, INC.22,023$569K0.5%-9313F-HRTimeline
Valmark Advisers, Inc.21,962$568K0.01%+5,05513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC21,370$552K0.03%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…19,792$510K0.04%013F-HRTimeline
Advisory Services Network, LLC16,898$437K0.01%+26613F-HRTimeline
Creative Planningin group Creative Planning16,809$435K<0.01%new13F-HRTimelineGroup
Ironwood Financial, llc16,707$432K0.08%+8,46313F-HRTimeline
Gradient Capital Advisors, LLC16,333$422K0.11%013F-HRTimeline
Farnam Financial LLC15,810$409K0.34%013F-HRTimeline
Redwood Financial Network Corp14,959$387K0.25%new13F-HRTimeline
Venture Visionary Partners LLC14,145$366K0.01%-28313F-HRTimeline
Private Advisor Group, LLC13,598$352K<0.01%+65913F-HRTimeline
XML Financial, LLC13,291$344K0.03%+1,52513F-HRTimeline
ROMANO BROTHERS AND COMPANY12,694$328K0.04%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.12,235$316K0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,050$311K<0.01%-1,56713F-HRTimelineGroup
Cherry Tree Wealth Management, LLC11,616$300K0.06%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…11,615$300K<0.01%new13F-HRTimelineGroup
Belpointe Asset Management LLC11,521$298K0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,248$291K0.01%+8813F-HRTimelineGroup
Van Hulzen Asset Management, LLC11,234$290K0.02%new13F-HRTimeline
CENTRAL TRUST Co10,487$271K0.01%+4,81313F-HRTimeline
Accretive Wealth Partners, LLC10,387$269K0.08%-1,00013F-HRTimeline
HRT FINANCIAL LP10,258$265K<0.01%new13F-HRTimeline
SPINNAKER TRUST10,083$261K0.01%new13F-HRTimeline
Sarver Vrooman Wealth Advisors10,031$259K0.16%013F-HRTimeline
Rossmore Private Capital9,815$254K0.02%-2,04313F-HRTimeline
MGO ONE SEVEN LLC9,766$252K0.01%+4213F-HRTimeline
Mutual Advisors, LLC9,708$251K0.01%+2013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,497$243K<0.01%+2,13513F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise9,330$241K0.01%+1,69513F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC9,319$241K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…9,262$239K<0.01%+24713F-HRTimeline
DEARBORN PARTNERS LLC9,210$238K0.01%+1,32713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,795$227K<0.01%+35613F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,787$227K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,737$226K<0.01%+3,68813F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.8,140$210K0.1%013F-HRTimeline
Hendershot Investments Inc.7,953$206K0.03%013F-HRTimeline
Bullock Wealth Management Group7,935$204K0.1%-17713F-HRTimeline
Sound Income Strategies, LLC4,614$119K0.01%+2213F-HRTimeline
Jupiter Wealth Management LLC4,600$118K0.05%013F-HRTimeline
Cassaday & Co Wealth Management LLC4,312$111K<0.01%new13F-HRTimeline
Intentional Wealth Strategies, LLC3,216$83.1K0.08%13F-HRTimeline
Hyposwiss Advisors SA3,190$82.5K0.08%013F-HRTimeline
Bogart Wealth, LLC3,040$78.6K<0.01%+2,46813F-HRTimeline
CNB Bank3,027$78.2K0.03%-1513F-HRTimeline
MidFirst Bank2,151$55.6K<0.01%013F-HRTimeline
Trust Co1,936$50K<0.01%+813F-HRTimeline
United Community Bankin group United Community Bank1,485$38.4K0.01%new13F-HRTimelineGroup
BALLAST ADVISORS LLC1,170$30.2K0.01%new13F-HR/ATimeline
FMR LLCin group FMR LLC1,150$29.7K<0.01%-14313F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC1,137$29.4K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.1,000$25.9K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.911$23.6K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC880$22.7K<0.01%13F-HRTimelineGroup
Knights of Columbus Asset Advisors LLC839$21.7K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC800$20.6K<0.01%new13F-HRTimeline
Bank of New Hampshire600$15.5K<0.01%+20013F-HRTimeline
Key Financial Inc564$14.6K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC430$11.1K<0.01%+313F-HRTimeline
AE Wealth Management LLC424$11K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.154$4K<0.01%+213F-HRTimeline
Signature Resources Capital Management,…120$3.1K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.50$1.29K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…6$155<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$26<0.01%013F-HRTimeline