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Disclosery

IBDZ ISHARES TR

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IBONDS DEC 2034 (fund)

79 managers (80 13F filers) reported a position in IBDZ shares at 2025-06-30, 10,178,489 shares in all. 15 filers opened a position and 7 filers sold out during the quarter.

Managers
79
13F filers
80
New
15
Added
40
Reduced
13
Sold out
7
Shares held by filers
10,178,489

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC1,724,476$45.1M0.81%+1,182,59013F-HR/ATimeline
SUMMITRY LLC1,220,656$31.9M1.44%+42,86813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/692,459$18.1M<0.01%+1,26713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA611,693$16M<0.01%+10,70013F-HR/ATimelineGroup
MV CAPITAL MANAGEMENT, INC.566,737$14.8M1.52%-26,92513F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC496,549$13M5.7%+8,14513F-HRTimeline
PFG Private Wealth Management, LLC433,326$11.3M5.83%+13,16113F-HRTimeline
UBS Group AGin group UBS Group AG301,083$7.87M<0.01%-84,80413F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp240,155$6.28M0.66%+91,75513F-HRTimelineGroup
Paradigm, Strategies in Wealth Manageme…226,502$5.92M3.87%-6,41913F-HRTimeline
Guidance Point Advisors, LLC212,891$5.56M1.43%+15,82813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\186,383$4.87M0.01%+27,89213F-HRTimelineGroup
Krilogy Financial LLC179,980$4.7M0.27%-25,38813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC174,169$4.55M0.06%-9,62213F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC173,662$4.54M0.02%+14,72213F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp170,822$4.46M0.1%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY169,241$4.42M<0.01%+39,33313F-HRTimelineGroup
4Thought Financial Group Inc.165,429$4.32M2.3%+3,02413F-HRTimeline
Parallel Advisors, LLC161,318$4.22M0.08%+21,03513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding154,237$4.03M+22,552Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC145,985$3.81M<0.01%+47,09013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC145,151$3.79M0.01%+48,38213F-HRTimeline
Probity Advisors, Inc.141,238$3.69M0.65%+12,08713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC130,641$3.41M<0.01%+12,69313F-HRTimelineGroup
HANCOCK WHITNEY CORP129,408$3.38M0.06%new13F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD100,175$2.61M0.04%-4,09313F-HRTimelineGroup
J.W. COLE ADVISORS, INC.96,885$2.53M0.05%new13F-HRTimeline
Stonebrook Private Inc.83,449$2.18M0.51%+1,89013F-HRTimeline
Archford Capital Strategies, LLC79,137$2.07M0.26%-3,16813F-HRTimeline
HighTower Advisors, LLC74,175$1.94M<0.01%+21,78513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC65,925$1.72M0.03%+88813F-HRTimeline
Quantum Financial Advisors, LLC53,402$1.4M0.19%+5413F-HRTimeline
Keeler Thomas Management LLC49,875$1.3M0.56%+15,65813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV44,819$1.17M<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC41,057$1.07M<0.01%new13F-HRTimelineGroup
LITTLE HOUSE CAPITAL LLC40,342$1.05M0.26%+3713F-HRTimeline
Seneca House Advisors34,291$896K0.38%-2,57913F-HRTimeline
MCF Advisors LLC32,857$859K0.06%new13F-HRTimeline
LPL Financial LLC31,743$829K<0.01%+7,23413F-HRTimeline
Stokes Family Office, LLC27,000$706K0.07%013F-HRTimeline
Reliant Wealth Planning26,603$695K0.27%new13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC18,844$492K0.03%new13F-HRTimeline
Segment Wealth Management, LLC18,085$473K0.03%+1,86013F-HRTimeline
Advisory Services Network, LLC17,594$457K0.01%-1,25713F-HRTimeline
McGlone Suttner Wealth Management, Inc.16,694$436K0.07%-1,36013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC16,153$422K0.03%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS15,457$404K<0.01%+49013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC15,445$404K0.01%013F-HRTimeline
Greater Midwest Financial Group, LLC15,299$400K0.31%-22413F-HRTimeline
Gradient Capital Advisors, LLC15,159$396K0.12%+3,69113F-HRTimeline
Mutual Advisors, LLC15,027$390K0.01%+2,10213F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC14,600$381K0.03%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.13,478$352K<0.01%+2,92413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,885$337K0.02%+16113F-HRTimelineGroup
Glenview Trust Co12,109$316K0.01%013F-HRTimeline
Private Advisor Group, LLC11,069$289K<0.01%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp10,445$273K0.01%+2,37013F-HRTimelineGroup
IFP Advisors, Inc10,402$272K0.01%+2,93713F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC10,099$264K0.06%+1,85413F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,867$258K<0.01%new13F-HRTimelineGroup
Sarver Vrooman Wealth Advisors9,666$253K0.17%+47013F-HRTimeline
MML INVESTORS SERVICES, LLC9,041$236K<0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC8,954$234K<0.01%-8713F-HRTimeline
Valmark Advisers, Inc.8,496$222K<0.01%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…7,819$204K<0.01%new13F-HRTimelineGroup
Addison Advisors LLC7,390$193K0.05%+4,97513F-HRTimeline
Cherry Tree Wealth Management, LLC3,458$90.4K0.02%+1,37413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,326$86.6K<0.01%+2,82613F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.3,300$86.2K0.04%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,770$72.4K<0.01%+78413F-HR/ATimelineGroup
CVA Family Office, LLC2,564$67K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC2,354$62K<0.01%013F-HRTimelineGroup
Hemington Wealth Management2,148$56K0.01%013F-HRTimeline
United Community Bankin group United Community Bank1,515$39.6K0.01%+74013F-HRTimelineGroup
CENTRAL TRUST Co950$24.8K<0.01%-1713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN52$1.36K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.49$1.28K<0.01%013F-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.