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Disclosery

IBHG ISHARES TR

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IBON 2027 TE ETF (fund)

132 managers (133 13F filers) reported a position in IBHG shares at 2026-06-30, 14,285,160 shares in all. 16 filers opened a position and 10 filers sold out during the quarter.

Managers
132
13F filers
133
New
16
Added
63
Reduced
32
Sold out
10
Shares held by filers
14,285,160

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
UBS Group AGin group UBS Group AG1,807,096$39.9M0.01%+1,472,20613F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC1,772,416$39.1M2.12%+155,79813F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp1,491,682$32.9M2.95%new13F-HRTimelineGroup
LPL Financial LLC1,250,152$27.6M0.01%+107,04613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN810,422$17.9M<0.01%+10,73113F-HRTimelineGroup
Federation des caisses Desjardins du Qu…782,170$17.3M0.05%-110,89313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC401,755$8.87M<0.01%+76,39213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY281,072$6.21M<0.01%+63,90013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/259,328$5.73M<0.01%+10,43913F-HRTimelineGroup
Cetera Investment Advisers254,777$5.63M0.01%-8,52313F-HRTimeline
J.W. COLE ADVISORS, INC.213,562$4.72M0.08%-9,05113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding213,082$4.7M+62,072Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…203,427$4.49M0.04%new13F-HRTimelineGroup
Ironwood Financial, llc199,317$4.38M0.69%+33,78813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.196,434$4.34M<0.01%+125,43913F-HRTimelineGroup
Mid-American Wealth Advisory Group, Inc.195,817$4.32M1.56%-13,05113F-HRTimeline
NewEdge Advisors, LLC185,840$4.1M0.01%+18,92013F-HRTimeline
Carr Financial Group Corp150,853$3.33M0.77%+31,00613F-HRTimeline
Straight Path Wealth Management135,333$2.99M0.7%+7,75713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC133,778$2.95M<0.01%+101,11213F-HRTimelineGroup
Commonwealth Financial Services, LLC120,403$2.66M0.36%-267,68313F-HRTimeline
Penobscot Investment Management Company…113,275$2.5M0.17%+23,85013F-HRTimeline
EIGHT 31 FINANCIAL, LLC107,168$2.37M1.41%+2,82613F-HRTimeline
Private Advisor Group, LLC99,809$2.2M0.01%+65,32013F-HRTimeline
Integrated Wealth Concepts LLC91,465$2.02M0.01%+18,32813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA90,363$2M<0.01%-1,70513F-HRTimelineGroup
OLD MISSION CAPITAL LLC86,920$1.92M0.05%-49,38413F-HRTimeline
Cambridge Investment Research Advisors,…84,487$1.86M<0.01%+9,91213F-HR/ATimeline
Foundations Investment Advisors, LLC80,213$1.77M0.02%+25,76113F-HRTimeline
EVEXIA WEALTH LLC80,369$1.76M0.48%-36,51313F-HRTimeline
Advisory Services Network, LLC78,400$1.73M0.02%+48813F-HRTimeline
Walser Wealth Management Company, A Ltd…75,618$1.67M0.69%+25,78013F-HRTimeline
Parallel Advisors, LLC70,375$1.55M0.02%+27,65013F-HRTimeline
Keeler Thomas Management LLC67,454$1.49M0.53%-66,20813F-HRTimeline
Centennial Advisors, LLC61,291$1.35M1.61%+6,36413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC57,324$1.27M<0.01%-25,68513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.55,611$1.23M<0.01%+28,46113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.54,604$1.21M0.01%+9,67313F-HRTimelineGroup
BridgePort Financial Solutions, LLC54,580$1.21M0.31%013F-HRTimeline
Collaborative Fund Advisors, LLC53,208$1.17M0.68%new13F-HRTimeline
IFP Advisors, Inc52,874$1.17M0.02%-1,25713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…48,285$1.07M<0.01%-1,46313F-HRTimelineGroup
FOCUSED ALPHA, LLC47,815$1.06M0.27%+6,19813F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS47,732$1.05M0.11%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…45,251$999K<0.01%+7,94613F-HRTimelineGroup
High Note Wealth, LLC44,173$975K0.17%+17,85713F-HRTimeline
Aspen Wealth Management LLC43,678$964K0.16%+16,87613F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.42,898$947K0.69%+24,27113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC41,747$922K<0.01%-68213F-HRTimeline
COWA, LLC41,195$910K0.23%+2,00013F-HRTimeline
AE Wealth Management LLC39,860$880K<0.01%-1,21813F-HRTimeline
Heartland Bank & Trust Co39,171$865K0.18%+3,54013F-HRTimeline
Bedel Financial Consulting, Inc.39,002$861K0.08%+9,17513F-HRTimeline
BIP Wealth, LLC37,217$822K0.02%+3,07813F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.36,999$817K0.05%new13F-HRTimeline
EP Wealth Advisors, LLC36,938$816K<0.01%-8,45213F-HRTimeline
REBALANCE, LLC36,927$815K0.04%+50613F-HRTimeline
Timber Creek Capital Management LLC35,969$794K0.16%+4,89313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.34,015$751K<0.01%+8,92213F-HRTimelineGroup
WRAPMANAGER INC33,213$733K0.23%-3,94513F-HRTimeline
Guidance Point Advisors, LLC31,377$693K0.15%+6,04213F-HRTimeline
Bullock Wealth Management Group30,606$672K0.29%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC30,000$662K0.05%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.27,043$597K0.01%+1,18913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC27,024$597K<0.01%-4,77313F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC26,899$594K0.07%+63013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP26,580$587K<0.01%+2,70913F-HRTimelineGroup
Belpointe Asset Management LLC25,365$560K0.02%+11,44813F-HRTimeline
Madden Advisory Services, Inc.25,325$559K0.2%+1,00413F-HRTimeline
Rialto Wealth Management, LLC25,131$555K0.11%-6,12713F-HRTimeline
Kastel Capital Advisors, LLC24,869$550K0.35%+10713F-HRTimeline
Csenge Advisory Group24,583$543K0.02%+77413F-HRTimeline
Tempus Wealth Planning, LLC24,374$538K0.11%-15,39813F-HRTimeline
Global Retirement Partners, LLC21,753$480K0.01%13F-HRTimeline
HUB Investment Partners, LLC21,538$476K0.01%new13F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC19,719$434K0.38%+11913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV19,035$420K<0.01%-4,52013F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS18,908$417K<0.01%013F-HRTimeline
HighTower Advisors, LLC18,688$413K<0.01%-378,72613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,408$406K<0.01%-5,22313F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC18,144$400K0.02%+5,73413F-HRTimeline
Beacon Pointe Advisors, LLC18,046$398K<0.01%new13F-HRTimeline
Kurv Investment Management LLC18,032$398K0.31%new13F-HRTimeline
Farther Finance Advisors, LLC17,637$389K<0.01%+12,60213F-HRTimeline
Mayflower Financial Advisors, LLC15,662$346K0.03%013F-HRTimeline
Boreal Capital Management LLC0$340K0.25%new13F-HRTimelineAmount filed as zero, left out of ratios.
Orion Capital Management LLC15,067$333K0.1%+1,06713F-HRTimeline
Windsor Capital Management, LLC14,892$329K0.09%+3,84213F-HRTimeline
BEACON FINANCIAL PLANNING, INC14,346$317K0.11%+5,17813F-HRTimeline
Landing Point Financial Group, LLC14,117$312K0.11%-2,32513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,974$309K<0.01%-386,73613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,970$308K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC13,715$303K0.01%+8,19213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth13,378$295K<0.01%013F-HRTimelineGroup
Pure Financial Advisors, LLC13,106$289K<0.01%-44713F-HRTimeline
TFR Capital, LLC.12,794$282K0.08%-27213F-HRTimeline
TABLEAUX LLC11,666$258K0.11%-1,61213F-HRTimeline
Wick Capital Partners, LLC11,377$251K0.04%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,851$238K<0.01%013F-HRTimeline
Cornerstone Wealth Management, LLC10,487$232K0.01%new13F-HRTimeline
1900 WEALTH MANAGEMENT LLC10,359$229K0.01%013F-HRTimeline
Quantinno Capital Management LP10,349$229K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC10,349$229K<0.01%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,184$225K0.01%+99313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,113$223K<0.01%-2,32913F-HRTimelineGroup
Mutual Advisors, LLC9,983$220K<0.01%+83413F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC9,835$218K0.03%013F-HRTimeline
World Investment Advisors9,799$217K<0.01%-1,20813F-HRTimeline
KPP Advisory Services LLC9,640$213K0.03%+30013F-HRTimeline
HEADINVEST, LLC9,325$206K0.04%-11,37513F-HRTimeline
Waverly Advisors, LLC9,253$204K<0.01%new13F-HRTimeline
Arkadios Wealth Advisors9,250$204K<0.01%013F-HRTimeline
10Elms LLP7,554$167K0.07%+2,29713F-HRTimeline
WORMSER FRERES GESTION7,270$160K0.09%new13F-HRTimeline
Friedenthal Financial7,077$156K0.07%-24213F-HRTimeline
Activest Wealth Management6,740$149K0.03%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,738$148K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,057$134K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,916$64.4K<0.01%+913F-HRTimelineGroup
IFG Advisory, LLC2,492$55K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,463$54.4K<0.01%new13F-HRTimelineGroup
Hurley Capital, LLC2,398$52.9K0.03%+28113F-HRTimeline
CNB Bank2,373$52.4K0.02%+10013F-HRTimeline
Golden State Wealth Management, LLC1,732$38.3K<0.01%+2513F-HRTimeline
NFSG Corp1,580$34.9K<0.01%013F-HRTimeline
Napier Financial, LLC1,546$34.1K0.01%013F-HRTimeline
Blue Trust, Inc.892$19.7K<0.01%+1313F-HRTimeline
Steward Partners Investment Advisory, L…888$19.6K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC800$17.7K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC398$8.79K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.71$1.57K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC41$900<0.01%-98913F-HRTimelineGroup