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Disclosery

IBHG ISHARES TR

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IBON 2027 TE ETF (fund)

75 managers (75 13F filers) reported a position in IBHG shares at 2024-12-31, 5,064,480 shares in all. 19 filers opened a position and 0 filers sold out during the quarter.

Managers
75
13F filers
75
New
19
Added
34
Reduced
6
Sold out
0
Shares held by filers
5,064,480

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…718,842$16M0.01%+508,24913F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC540,414$12M0.95%+193,26413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC381,279$8.48M0.01%+14,84813F-HRTimeline
HighTower Advisors, LLC347,132$7.72M0.01%+13,53213F-HRTimeline
Commonwealth Financial Services, LLC345,347$7.68M1.51%+5,23713F-HRTimeline
Mutual Advisors, LLC264,948$5.95M0.17%+255,40413F-HRTimeline
LPL Financial LLC215,491$4.79M<0.01%-96,09813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/188,311$4.19M<0.01%+44,61613F-HRTimelineGroup
GAMMA Investing LLC183,996$4.09M0.35%+56,86813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC158,121$3.52M<0.01%13F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY145,329$3.23M<0.01%+8,40713F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC130,896$2.91M0.02%+41,86713F-HRTimelineGroup
Straight Path Wealth Management74,739$1.66M0.66%+5,44513F-HRTimeline
Cetera Investment Advisers70,525$1.57M<0.01%+22,77913F-HRTimeline
IFP Advisors, Inc69,965$1.56M0.05%+3,06313F-HRTimeline
BridgePort Financial Solutions, LLC62,736$1.41M0.64%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.63,129$1.4M<0.01%+29,23713F-HR/ATimelineGroup
NewEdge Advisors, LLC57,199$1.27M0.01%+1,54713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.54,357$1.21M0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…50,203$1.12M<0.01%+7,45813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN48,844$1.09M<0.01%+13,06113F-HRTimelineGroup
WRAPMANAGER INC48,269$1.07M0.27%+2,53613F-HRTimeline
Ironwood Financial, llc48,010$1.07M0.22%+7,08813F-HRTimeline
Sightline Wealth Advisors, LLC46,706$1.04M0.56%+5,14113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA46,538$1.03M<0.01%-5,80913F-HRTimelineGroup
Integrated Wealth Concepts LLC45,663$1.02M0.01%-1,19413F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC43,903$976K0.02%+10,69813F-HRTimelineGroup
Robertson Stephens Wealth Management, L…42,610$948K0.03%-2,29813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC37,313$829K0.05%-2,97713F-HRTimeline
HEADINVEST, LLC36,050$802K0.15%+7,95013F-HRTimeline
M3 Advisory Group, LLC33,267$740K0.53%-313F-HRTimeline
REBALANCE, LLC32,481$722K0.05%new13F-HRTimeline
Marble Harbor Investment Counsel, LLC32,435$721K0.08%+4,43513F-HRTimeline
Landing Point Financial Group, LLC30,523$683K0.52%13F-HRTimeline
AE Wealth Management LLC30,250$673K0.01%+7,66513F-HRTimeline
UBS Group AGin group UBS Group AG22,665$504K<0.01%+22,38513F-HRTimelineGroup
Global Retirement Partners, LLC21,346$475K0.01%+1,71013F-HRTimeline
Austin Private Wealth, LLC19,302$429K0.04%+1,04813F-HRTimeline
Consolidated Portfolio Review Corp18,485$411K0.07%+2,13313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.17,849$397K<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.17,406$387K0.02%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS16,591$369K<0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC16,017$356K<0.01%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.13,845$308K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,900$287K<0.01%+90013F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC12,370$275K0.05%new13F-HRTimeline
Windsor Capital Management, LLC12,059$268K0.08%+2,62613F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.11,438$254K0.23%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,851$241K<0.01%+38013F-HR/ATimeline
Heartland Bank & Trust Co10,772$240K0.13%new13F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…10,646$237K0.04%new13F-HRTimeline
Private Advisor Group, LLC10,583$235K<0.01%new13F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.10,303$231K0.21%13F-HRTimeline
Summit Wealth Partners, LLC9,968$222K0.05%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…9,400$211K<0.01%+4113F-HRTimelineGroup
Advisory Services Network, LLC9,231$205K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC8,018$178K0.06%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,356$164K<0.01%+2,12513F-HRTimelineGroup
Orion Capital Management LLC7,340$163K0.07%new13F-HRTimeline
EP Wealth Advisors, LLC4,551$101K<0.01%new13F-HRTimeline
10Elms LLP4,157$92.5K0.1%13F-HRTimeline
Bullock Wealth Management Group2,818$62.7K0.04%+2,15713F-HRTimeline
CWM, LLCin group CWM, LLC2,653$59K<0.01%013F-HRTimelineGroup
Hurley Capital, LLC1,650$36.8K0.03%13F-HRTimeline
NFSG Corp1,580$35.1K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC902$20.1K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.817$18.2K<0.01%new13F-HR/ATimeline
Moisand Fitzgerald Tamayo, LLC800$17.8K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.558$12.4K<0.01%new13F-HRTimeline
Van Hulzen Asset Management, LLC500$11.1K<0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC398$8.85K<0.01%13F-HRTimeline
WHITTIER TRUST CO302$6.71K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC225$5K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC7$156<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.