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Disclosery

IBDZ ISHARES TR

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IBONDS DEC 2034 (fund)

75 managers (75 13F filers) reported a position in IBDZ shares at 2025-03-31, 8,507,812 shares in all. 22 filers opened a position and 1 filer sold out during the quarter.

Managers
75
13F filers
75
New
22
Added
40
Reduced
4
Sold out
1
Shares held by filers
8,507,812

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
SUMMITRY LLC1,177,788$30.4M1.53%+57,10213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/691,192$17.8M<0.01%+82,47313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA600,993$15.5M<0.01%+27,54613F-HR/ATimelineGroup
MV CAPITAL MANAGEMENT, INC.593,662$15.3M1.64%-252,83213F-HRTimeline
Capital Investment Advisors, LLC541,886$14M0.27%+321,42913F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC488,404$12.6M5.85%+2,14613F-HRTimeline
PFG Private Wealth Management, LLC420,165$10.8M5.86%new13F-HRTimeline
UBS Group AGin group UBS Group AG385,887$9.95M<0.01%+151,92013F-HRTimelineGroup
Paradigm, Strategies in Wealth Manageme…232,921$6.01M4.05%+3,20713F-HRTimeline
Krilogy Financial LLC205,368$5.3M0.34%+27,02713F-HRTimeline
Guidance Point Advisors, LLC197,063$5.08M1.45%+10,30513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC183,791$4.74M0.07%+31,31913F-HRTimelineGroup
Sandy Spring Bank170,318$4.39M0.18%+28,92013F-HRTimeline
4Thought Financial Group Inc.162,405$4.19M2.59%+1,15813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC158,940$4.1M0.02%+23,70113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\158,491$4.09M0.01%+36,71113F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp148,400$3.83M0.43%+90,97913F-HRTimelineGroup
Parallel Advisors, LLC140,283$3.62M0.08%+21,90813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC131,685$3.4M0.02%+32,33013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY129,908$3.35M<0.01%new13F-HRTimelineGroup
Probity Advisors, Inc.129,151$3.33M0.64%+8,31313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC117,948$3.04M<0.01%+55,72213F-HRTimelineGroup
Sabal Trust CO107,280$2.77M0.15%+20,79713F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD104,268$2.68M0.05%+51,83613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC98,895$2.55M<0.01%+10,91213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC96,769$2.5M<0.01%+47,07213F-HRTimeline
Archford Capital Strategies, LLC82,305$2.12M0.31%+6,67813F-HRTimeline
Stonebrook Private Inc.81,559$2.1M0.55%+4,34613F-HRTimeline
OLD MISSION CAPITAL LLC74,897$1.93M0.04%+56,94913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC65,037$1.68M0.04%+1,97013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP60,160$1.55M<0.01%new13F-HRTimelineGroup
Quantum Financial Advisors, LLC53,348$1.38M0.21%new13F-HRTimeline
HighTower Advisors, LLC52,390$1.35M<0.01%+14,03713F-HRTimeline
LITTLE HOUSE CAPITAL LLC40,305$1.04M0.29%new13F-HRTimeline
Seneca House Advisors36,870$951K0.41%+2,89013F-HRTimeline
Keeler Thomas Management LLC34,217$882K0.43%new13F-HRTimeline
Stokes Family Office, LLC27,000$696K0.08%+12,00013F-HRTimeline
FLOW TRADERS U.S. LLC26,730$689K0.03%new13F-HRTimeline
LPL Financial LLC24,509$632K<0.01%+15,17013F-HRTimeline
Advisory Services Network, LLC18,851$486K0.01%new13F-HRTimeline
McGlone Suttner Wealth Management, Inc.18,054$466K0.08%+1,72613F-HRTimeline
Montecito Bank & Trust17,716$457K0.08%+1,31913F-HRTimeline
Segment Wealth Management, LLC16,225$418K0.03%+3,05013F-HRTimeline
Greater Midwest Financial Group, LLC15,523$400K0.28%new13F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC15,445$398K0.01%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,967$386K<0.01%013F-HRTimeline
Mutual Advisors, LLC12,925$331K0.01%+3,10913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,724$328K0.02%new13F-HR/ATimelineGroup
Glenview Trust Co12,109$312K0.01%new13F-HR/ATimeline
Gradient Capital Advisors, LLC11,468$296K0.1%+1,54513F-HRTimeline
Private Advisor Group, LLC11,069$285K<0.01%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.10,554$272K<0.01%+2,27913F-HRTimeline
Sarver Vrooman Wealth Advisors9,196$237K0.16%13F-HRTimeline
Beacon Pointe Advisors, LLC9,041$233K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,691$224K<0.01%-25,30813F-HRTimelineGroup
Valmark Advisers, Inc.8,496$219K<0.01%new13F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC8,245$213K0.05%new13F-HR/ATimeline
Associated Banc-Corpin group Associated Banc-Corp8,075$208K0.01%new13F-HRTimelineGroup
First Interstate Bank7,836$202K0.01%new13F-HRTimeline
IFP Advisors, Inc7,465$192K0.01%+5,67913F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.3,300$85.1K0.05%013F-HRTimeline
CVA Family Office, LLC2,564$66.1K0.01%013F-HRTimeline
Addison Advisors LLC2,415$62.3K0.02%new13F-HRTimeline
CWM, LLCin group CWM, LLC2,354$61K<0.01%new13F-HRTimelineGroup
Hemington Wealth Management2,148$55K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC2,084$53.7K0.01%+39413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,986$51.2K<0.01%-4,84713F-HRTimelineGroup
CENTRAL TRUST Co967$24.9K<0.01%+613F-HRTimeline
United Community Bankin group United Community Bank775$20K0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO768$19.8K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP500$12.9K<0.01%new13F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.49$1.26K<0.01%-25,00013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…39$1.01K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
COMERICA BANK0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.