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Disclosery

IBDZ ISHARES TR

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IBONDS DEC 2034 (fund)

118 managers (119 13F filers) reported a position in IBDZ shares at 2026-03-31, 24,821,135 shares in all. 19 filers opened a position and 7 filers sold out during the quarter.

Managers
118
13F filers
119
New
19
Added
74
Reduced
15
Sold out
7
Shares held by filers
24,821,135

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, LLC2,491,719$64.9M0.95%+243,01813F-HR/ATimeline
Summit Financial, LLC1,755,367$45.7M0.58%+97,91213F-HRTimeline
Sarver Vrooman Wealth Advisors1,654,974$43.1M26.56%+1,633,90113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,497,665$39M<0.01%+210,89213F-HRTimelineGroup
Aptus Capital Advisors, LLC1,375,000$35.8M0.3%new13F-HRTimeline
SUMMITRY LLC1,266,010$33M1.16%+3,46013F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,213,579$31.6M<0.01%+149,63113F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC1,081,985$28.2M1.49%+428,09713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.730,868$19M1.87%+173,50313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA701,465$18.3M<0.01%+30,79913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN625,178$16.3M<0.01%+429,90313F-HR/ATimelineGroup
PFG Private Wealth Management, LLC532,394$13.9M5.88%+45,95513F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC510,649$13.3M5.55%+6,46313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC504,181$13.1M<0.01%+471,47213F-HR/ATimelineGroup
Seneca House Advisors496,769$12.9M5.14%+211,50013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp441,310$11.5M1.16%+40,43313F-HRTimelineGroup
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …408,741$10.7M1.2%-46,96113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC386,990$10.1M<0.01%+157,99913F-HRTimelineGroup
Parkway Wealth Management Group, LLC384,699$10.1M1.27%+39,24713F-HRTimeline
HighTower Advisors, LLC385,423$10M0.01%+49,21513F-HRTimeline
UBS Group AGin group UBS Group AG369,667$9.63M<0.01%+10,47913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\349,740$9.11M0.01%+39,44213F-HRTimelineGroup
Janney Montgomery Scott LLC343,060$8.94M0.02%+123,99613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC328,810$8.57M0.01%+143,14613F-HRTimeline
NESTEGG ADVISORS, INC.319,564$8.33M7.31%+133,96313F-HRTimeline
Guidance Point Advisors, LLC281,408$7.33M1.74%+23,56713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding274,719$7.16M+53,955Timeline
Lido Advisors, LLCin group Lido Advisors, LLC260,863$6.8M0.03%+49,93413F-HRTimelineGroup
Krilogy Financial LLC204,068$5.34M0.17%+4,67313F-HRTimeline
Parallel Advisors, LLC203,388$5.3M0.1%+3,49313F-HR/ATimeline
Paradigm, Strategies in Wealth Manageme…195,359$5.09M3.45%-21,45413F-HRTimeline
Probity Advisors, Inc.192,357$5.01M0.79%+48,98713F-HRTimeline
HANCOCK WHITNEY CORP191,345$4.99M0.09%+27,65613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC177,771$4.63M0.05%+8,55413F-HRTimelineGroup
4Thought Financial Group Inc.174,091$4.54M2.24%+16813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp131,747$3.43M0.07%-4,45513F-HRTimelineGroup
CWM, LLCin group CWM, LLC130,970$3.41M0.01%+63,77613F-HRTimelineGroup
LYELL WEALTH MANAGEMENT, LP128,835$3.36M0.25%+46,22513F-HRTimeline
J.W. COLE ADVISORS, INC.120,237$3.13M0.11%+1,64413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV118,082$3.08M<0.01%+24,84413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO116,569$3.02M<0.01%+90,23413F-HR/ATimelineGroup
Marathon Mission, Inc.101,809$2.65M1.54%+4,23713F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD98,505$2.57M0.03%-59813F-HRTimelineGroup
Stonebrook Private Inc.92,049$2.4M0.51%+4,84913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…84,814$2.21M<0.01%+64,86913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC84,684$2.21M<0.01%+16,50913F-HRTimelineGroup
Archford Capital Strategies, LLC80,373$2.09M0.24%-1,62213F-HRTimeline
LPL Financial LLC65,261$1.7M<0.01%+14,62313F-HRTimeline
OneDigital Investment Advisors LLC63,237$1.65M0.02%new13F-HRTimeline
Signature Wealth Management Group63,237$1.65M0.63%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…60,084$1.57M<0.01%new13F-HRTimelineGroup
Segment Wealth Management, LLC51,410$1.34M0.08%+30,57513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp51,044$1.33M0.04%+13,07113F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC41,457$1.08M0.01%013F-HRTimeline
MCF Advisors LLC38,523$1M0.04%013F-HRTimeline
Gilbert & Cook, Inc.37,680$982K0.13%+1,40013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC36,664$955K0.06%+9,91113F-HRTimeline
LITTLE HOUSE CAPITAL LLC33,452$872K0.23%-5,89413F-HRTimeline
CFO CAPITAL MANAGEMENT LLC31,610$819K0.67%+2,30013F-HRTimeline
Stokes Family Office, LLC27,000$704K0.07%013F-HRTimeline
Beacon Pointe Advisors, LLC26,643$694K<0.01%+4,52013F-HRTimeline
Montecito Bank & Trust25,041$653K0.11%+37913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,628$590K<0.01%+7,61513F-HRTimelineGroup
Valmark Advisers, Inc.20,875$544K0.01%+5,39213F-HRTimeline
Cetera Investment Advisers20,581$536K<0.01%+4,02313F-HRTimeline
Advisory Services Network, LLC19,896$518K0.01%+28013F-HRTimeline
McGlone Suttner Wealth Management, Inc.19,651$512K0.07%+2,51413F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…19,275$502K<0.01%-11813F-HRTimeline
Reliant Wealth Planning19,050$496K0.15%013F-HRTimeline
First National Trust Co18,995$495K0.02%+9,06713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,005$490K<0.01%+1,87913F-HRTimelineGroup
IFP Advisors, Inc18,197$474K0.01%+18313F-HRTimeline
Gradient Capital Advisors, LLC17,986$469K0.12%013F-HRTimeline
Private Advisor Group, LLC17,304$451K<0.01%+2,72813F-HRTimeline
Creative Planningin group Creative Planning17,194$448K<0.01%new13F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC16,960$442K0.01%+1,51513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC14,600$380K0.02%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…14,196$370K<0.01%+6,78213F-HRTimelineGroup
Greater Midwest Financial Group, LLC13,903$362K0.19%-1,10213F-HRTimeline
Glenview Trust Co13,609$355K0.01%+1,00013F-HRTimeline
XML Financial, LLC13,477$351K0.03%+4,81113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,156$343K<0.01%+26113F-HRTimeline
Quantum Financial Advisors, LLC12,271$320K0.04%-43,05313F-HRTimeline
CVA Family Office, LLC11,949$311K0.03%+9,38513F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.11,550$301K0.15%+52513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…11,195$291K<0.01%+1,94913F-HRTimelineGroup
SEAVIEW INVESTMENT MANAGERS LLC11,006$287K0.1%+2,63213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,763$280K0.01%+8413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC10,480$273K<0.01%-1,18913F-HRTimeline
Keeler Thomas Management LLC10,257$267K0.11%-42,68913F-HRTimeline
Sterling Investment Advisors, Ltd.10,115$264K0.05%013F-HRTimeline
KINTRA WEALTH, LLC10,062$262K0.02%new13F-HRTimeline
Redwood Financial Network Corp9,500$248K0.16%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC9,138$238K<0.01%new13F-HRTimelineGroup
Wilkins Miller Wealth Management, LLC9,100$237K0.14%-7713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,056$236K<0.01%+44213F-HRTimelineGroup
Mutual Advisors, LLC8,411$219K<0.01%+2713F-HRTimeline
ROMANO BROTHERS AND COMPANY8,299$216K0.02%new13F-HRTimeline
Addison Advisors LLC8,125$212K0.05%+57513F-HRTimeline
Belpointe Asset Management LLC7,951$207K0.01%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,853$205K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,565$145K<0.01%+2,68413F-HRTimelineGroup
CNB Bank4,713$123K0.05%-2013F-HRTimeline
Cherry Tree Wealth Management, LLC4,022$105K0.02%-39413F-HRTimeline
Cassaday & Co Wealth Management LLC3,836$100K<0.01%new13F-HRTimeline
10Elms LLP3,550$92.5K0.06%+1,65013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,603$41.7K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank1,465$38.2K0.01%new13F-HRTimelineGroup
BALLAST ADVISORS LLC1,159$30.2K0.01%new13F-HR/ATimeline
Bogart Wealth, LLC1,133$29.5K<0.01%+56713F-HRTimeline
FMR LLCin group FMR LLC1,004$26.2K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…959$25K<0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co898$23.4K<0.01%-4113F-HRTimeline
AE Wealth Management LLC854$22.3K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC400$10.4K<0.01%013F-HRTimeline
Signature Resources Capital Management,…106$2.76K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.50$1.3K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…6$156<0.01%new13F-HRTimeline