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Disclosery

IBDZ ISHARES TR

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IBONDS DEC 2034 (fund)

94 managers (95 13F filers) reported a position in IBDZ shares at 2025-09-30, 12,332,746 shares in all. 17 filers opened a position and 1 filer sold out during the quarter.

Managers
94
13F filers
95
New
17
Added
53
Reduced
14
Sold out
1
Shares held by filers
12,332,746

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC1,995,931$52.8M0.87%+271,45513F-HRTimeline
SUMMITRY LLC1,234,310$32.7M1.38%+13,65413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY884,474$23.4M<0.01%+715,23313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/770,108$20.4M<0.01%+77,64913F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA661,192$17.5M<0.01%+49,49913F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.540,082$14.3M1.37%-26,65513F-HRTimeline
Summit Financial, LLC522,212$13.8M0.21%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC498,092$13.2M5.71%+1,54313F-HRTimeline
UBS Group AGin group UBS Group AG324,127$8.58M<0.01%+23,04413F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp287,632$7.61M0.78%+47,47713F-HRTimelineGroup
HighTower Advisors, LLC256,720$6.8M0.01%+182,54513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\246,077$6.51M0.01%+59,69413F-HRTimelineGroup
Guidance Point Advisors, LLC238,484$6.31M1.52%+25,59313F-HRTimeline
Paradigm, Strategies in Wealth Manageme…217,915$5.77M3.69%-8,58713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC204,766$5.42M0.02%+31,10413F-HRTimelineGroup
Krilogy Financial LLC196,020$5.15M0.19%+16,04013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC182,207$4.82M0.05%+8,03813F-HRTimelineGroup
Parallel Advisors, LLC177,703$4.7M0.09%+16,38513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding174,433$4.62M+20,196Timeline
4Thought Financial Group Inc.170,739$4.52M2.28%+5,31013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp167,777$4.44M0.08%-3,04513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC165,418$4.38M0.01%+20,26713F-HRTimeline
HANCOCK WHITNEY CORP154,593$4.09M0.07%+25,18513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC142,762$3.78M<0.01%+12,12113F-HRTimelineGroup
Probity Advisors, Inc.142,041$3.76M0.61%+80313F-HRTimeline
J.W. COLE ADVISORS, INC.117,667$3.11M0.06%+20,78213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC109,911$2.91M<0.01%-36,07413F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD98,711$2.61M0.03%-1,46413F-HRTimelineGroup
Marathon Mission, Inc.92,060$2.44M1.45%new13F-HRTimeline
Stonebrook Private Inc.84,384$2.23M0.48%+93513F-HRTimeline
Archford Capital Strategies, LLC81,999$2.17M0.26%+2,86213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO80,741$2.14M<0.01%new13F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV61,872$1.64M<0.01%+17,05313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC59,635$1.58M0.02%-6,29013F-HRTimeline
Quantum Financial Advisors, LLC54,874$1.45M0.18%+1,47213F-HRTimeline
Keeler Thomas Management LLC51,113$1.35M0.55%+1,23813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN49,857$1.32M<0.01%+49,80513F-HRTimelineGroup
FLOW TRADERS U.S. LLC41,896$1.11M0.04%new13F-HRTimeline
LITTLE HOUSE CAPITAL LLC41,811$1.11M0.25%+1,46913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,330$1.07M<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC39,859$1.06M<0.01%-1,19813F-HRTimelineGroup
Seneca House Advisors36,142$957K0.39%+1,85113F-HRTimeline
LPL Financial LLC34,415$911K<0.01%+2,67213F-HRTimeline
MCF Advisors LLC32,857$870K0.05%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC29,926$792K<0.01%+20,05913F-HRTimelineGroup
Stokes Family Office, LLC27,000$715K0.07%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC23,945$634K0.04%+7,79213F-HRTimeline
Montecito Bank & Trust23,244$615K0.1%13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC21,210$561K0.03%+2,36613F-HRTimeline
Segment Wealth Management, LLC20,835$552K0.03%+2,75013F-HRTimeline
Sarver Vrooman Wealth Advisors20,609$546K0.35%+10,94313F-HRTimeline
Reliant Wealth Planning19,050$504K0.16%-7,55313F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp18,758$497K0.01%+8,31313F-HRTimelineGroup
LYELL WEALTH MANAGEMENT, LP17,725$469K0.03%new13F-HRTimeline
Advisory Services Network, LLC17,703$469K0.01%+10913F-HRTimeline
McGlone Suttner Wealth Management, Inc.16,885$447K0.06%+19113F-HRTimeline
Gradient Capital Advisors, LLC16,847$446K0.12%+1,68813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,796$418K<0.01%new13F-HRTimeline
Greater Midwest Financial Group, LLC15,550$412K0.27%+25113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC15,445$409K0.01%013F-HRTimeline
Simplicity Wealth,LLC15,130$400K0.02%new13F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC14,600$386K0.02%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.14,217$376K0.02%+1,33213F-HRTimelineGroup
Cetera Investment Advisers14,024$371K<0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC13,041$345K<0.01%+4,08713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,895$341K<0.01%-2,56213F-HRTimeline
Glenview Trust Co12,609$334K0.01%+50013F-HRTimeline
MML INVESTORS SERVICES, LLC11,773$312K<0.01%+2,73213F-HRTimeline
Valmark Advisers, Inc.11,408$302K<0.01%+2,91213F-HRTimeline
Private Advisor Group, LLC11,069$293K<0.01%013F-HRTimeline
IFP Advisors, Inc10,252$271K0.01%-15013F-HR/ATimeline
SEAVIEW INVESTMENT MANAGERS LLC10,174$269K0.1%+7513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,913$262K<0.01%+6,58713F-HRTimelineGroup
Wilkins Miller Wealth Management, LLC9,087$241K0.15%new13F-HRTimeline
Sterling Investment Advisors, Ltd.8,625$228K0.04%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,614$228K<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC8,384$224K<0.01%-6,64313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,139$215K<0.01%+32013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,790$206K<0.01%new13F-HRTimelineGroup
Addison Advisors LLC7,550$200K0.05%+16013F-HRTimeline
Cherry Tree Wealth Management, LLC3,458$91.5K0.02%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.3,300$87.4K0.04%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,975$78.7K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,566$68K<0.01%+21213F-HRTimelineGroup
CVA Family Office, LLC2,564$67.9K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,225$58.7K<0.01%-54513F-HRTimelineGroup
Hemington Wealth Management2,148$56K0.01%013F-HRTimeline
10Elms LLP1,900$50.3K0.05%new13F-HRTimeline
CNB Bank1,857$49.2K0.02%new13F-HRTimeline
United Community Bankin group United Community Bank1,515$40.1K0.01%013F-HRTimelineGroup
CENTRAL TRUST Co895$23.7K<0.01%-5513F-HRTimeline
COMERICA BANK800$21.2K<0.01%+80013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…722$19.1K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.50$1.32K<0.01%+113F-HRTimelineGroup