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Disclosery

IBDZ ISHARES TR

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IBONDS DEC 2034 (fund)

53 managers (53 13F filers) reported a position in IBDZ shares at 2024-12-31, 6,745,334 shares in all. 25 filers opened a position and 1 filer sold out during the quarter.

Managers
53
13F filers
53
New
25
Added
23
Reduced
2
Sold out
1
Shares held by filers
6,745,334

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
SUMMITRY LLC1,120,686$28.5M1.4%-309,23313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.846,494$21.5M2.3%+679,63313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/608,719$15.5M<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA573,447$14.6M<0.01%+23,02113F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC486,258$12.4M6.2%+4,48513F-HRTimeline
UBS Group AGin group UBS Group AG233,967$5.95M<0.01%+225,09213F-HRTimelineGroup
Paradigm, Strategies in Wealth Manageme…229,714$5.85M3.85%+43,64513F-HRTimeline
Capital Investment Advisors, LLC220,457$5.61M0.11%+192,14113F-HRTimeline
Guidance Point Advisors, LLC186,758$4.75M1.34%+25,99613F-HRTimeline
Krilogy Financial LLC178,341$4.54M0.3%new13F-HRTimeline
4Thought Financial Group Inc.161,247$4.1M2.55%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC152,472$3.88M0.06%new13F-HRTimelineGroup
Sandy Spring Bank141,398$3.6M0.15%+113,45413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC135,239$3.44M0.02%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\121,780$3.1M<0.01%new13F-HRTimelineGroup
Probity Advisors, Inc.120,838$3.08M0.59%new13F-HRTimeline
Parallel Advisors, LLC118,375$3.01M0.07%+113,85713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC99,355$2.53M0.01%+80,55113F-HRTimelineGroup
J.W. COLE ADVISORS, INC.89,295$2.27M0.09%+25,20213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC87,983$2.24M<0.01%new13F-HRTimelineGroup
Sabal Trust CO86,483$2.2M0.13%+42,52413F-HRTimeline
Stonebrook Private Inc.77,213$1.97M0.51%new13F-HRTimeline
Archford Capital Strategies, LLC75,627$1.92M0.29%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC63,067$1.61M0.03%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC62,226$1.58M<0.01%13F-HR/ATimelineGroup
Arrow Financial Corpin group Arrow Financial Corp57,421$1.46M0.14%+50,33913F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD52,432$1.33M0.02%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC49,697$1.26M<0.01%+24,07913F-HRTimeline
HighTower Advisors, LLC38,353$976K<0.01%+26,56513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,999$865K<0.01%new13F-HRTimelineGroup
Seneca House Advisors33,980$865K0.34%+7,85413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.25,049$637K<0.01%-109,95113F-HRTimelineGroup
OLD MISSION CAPITAL LLC17,948$457K0.01%new13F-HRTimeline
Montecito Bank & Trust16,397$417K0.07%+1,01613F-HRTimeline
McGlone Suttner Wealth Management, Inc.16,328$416K0.07%+1,77613F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC15,445$393K0.01%new13F-HRTimeline
Stokes Family Office, LLC15,000$382K0.04%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,967$381K<0.01%new13F-HRTimeline
Segment Wealth Management, LLC13,175$335K0.02%new13F-HRTimeline
Private Advisor Group, LLC11,069$282K<0.01%013F-HRTimeline
Gradient Capital Advisors, LLC9,923$253K0.08%+2,28813F-HRTimeline
Mutual Advisors, LLC9,816$248K0.01%new13F-HRTimeline
LPL Financial LLC9,339$238K<0.01%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.8,275$211K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,833$174K<0.01%+5,73313F-HR/ATimelineGroup
Koesten, Hirschmann & Crabtree, INC.3,300$84K0.05%+2,90013F-HRTimeline
CVA Family Office, LLC2,564$65.3K0.01%new13F-HRTimeline
Hemington Wealth Management2,148$54K0.01%+8013F-HRTimeline
IFP Advisors, Inc1,786$45.5K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC1,690$43K0.01%+51013F-HRTimeline
CENTRAL TRUST Co961$24.5K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
COMERICA BANK0$00%new13F-HR/ATimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.