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Disclosery

IBHG ISHARES TR

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IBON 2027 TE ETF (fund)

79 managers (79 13F filers) reported a position in IBHG shares at 2025-03-31, 7,320,916 shares in all. 10 filers opened a position and 5 filers sold out during the quarter.

Managers
79
13F filers
79
New
10
Added
46
Reduced
10
Sold out
5
Shares held by filers
7,320,916

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LBMC INVESTMENT ADVISORS, LLC857,119$19.1M1.5%+316,70513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…770,783$17.2M0.01%+51,94113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN489,312$10.9M<0.01%+440,46813F-HRTimelineGroup
HighTower Advisors, LLC486,620$10.9M0.01%+139,48813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC389,017$8.69M0.01%+7,73813F-HRTimeline
Keeler Thomas Management LLC371,618$8.3M4.06%new13F-HRTimeline
Commonwealth Financial Services, LLC341,810$7.63M1.56%-3,53713F-HRTimeline
Mutual Advisors, LLC294,361$6.56M0.19%+29,41313F-HRTimeline
LPL Financial LLC280,538$6.26M<0.01%+65,04713F-HRTimeline
GAMMA Investing LLC231,518$5.17M0.39%+47,52213F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/217,312$4.85M<0.01%+29,00113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC170,188$3.8M<0.01%+12,06713F-HRTimelineGroup
NewEdge Advisors, LLC166,888$3.73M0.02%+109,68913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY153,285$3.42M<0.01%+7,95613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC128,934$2.88M0.01%+116,03413F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC101,863$2.27M0.01%-29,03313F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.91,179$2.04M0.01%+36,82213F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.90,340$2.01M1.79%+80,03713F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC79,827$1.78M0.03%+35,92413F-HRTimelineGroup
Straight Path Wealth Management79,491$1.77M0.72%+4,75213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.79,318$1.77M<0.01%+16,18913F-HRTimelineGroup
Advisory Services Network, LLC78,224$1.75M0.03%+68,99313F-HRTimeline
Cetera Investment Advisers74,945$1.67M<0.01%+4,42013F-HRTimeline
UBS Group AGin group UBS Group AG70,940$1.58M<0.01%+48,27513F-HRTimelineGroup
Sightline Wealth Advisors, LLC67,680$1.51M0.8%+20,97413F-HRTimeline
IFP Advisors, Inc66,693$1.49M0.05%-3,27213F-HRTimeline
BridgePort Financial Solutions, LLC62,736$1.4M0.63%013F-HRTimeline
Cambridge Investment Research Advisors,…59,052$1.32M<0.01%+8,84913F-HRTimeline
Integrated Wealth Concepts LLC55,359$1.24M0.01%+9,69613F-HRTimeline
Ironwood Financial, llc54,159$1.21M0.26%+6,14913F-HRTimeline
Orion Porfolio Solutions, LLC51,253$1.14M0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC51,253$1.14M0.01%new13F-HR/ATimeline
WRAPMANAGER INC50,111$1.12M0.29%+1,84213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA47,679$1.06M<0.01%+1,14113F-HR/ATimelineGroup
Landing Point Financial Group, LLC45,812$1.02M0.78%+15,28913F-HRTimeline
REBALANCE, LLC44,709$998K0.07%+12,22813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC37,604$839K0.05%+29113F-HRTimeline
HEADINVEST, LLC37,300$833K0.16%+1,25013F-HRTimeline
AE Wealth Management LLC35,933$802K0.01%+5,68313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.35,697$797K<0.01%+17,84813F-HRTimelineGroup
Sigma Planning Corp33,049$738K0.02%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management27,824$621K0.02%new13F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC25,153$562K0.1%+12,78313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.24,317$543K0.01%new13F-HRTimelineGroup
Consolidated Portfolio Review Corp20,061$448K0.07%+1,57613F-HRTimeline
Marble Harbor Investment Counsel, LLC19,702$440K0.05%-12,73313F-HRTimeline
Austin Private Wealth, LLC18,026$402K0.04%-1,27613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS16,591$370K<0.01%013F-HRTimeline
OLD MISSION CAPITAL LLC15,568$348K0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC15,188$339K<0.01%-82913F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…15,131$338K0.06%+4,48513F-HRTimeline
Heartland Bank & Trust Co14,590$326K0.17%+3,81813F-HRTimeline
Robertson Stephens Wealth Management, L…14,512$324K0.01%-28,09813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.14,508$324K<0.01%+66313F-HRTimelineGroup
Parallel Advisors, LLC14,500$324K0.01%new13F-HRTimeline
Private Advisor Group, LLC13,817$308K<0.01%+3,23413F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.13,522$302K0.24%+2,08413F-HRTimeline
Windsor Capital Management, LLC12,490$279K0.09%+43113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,851$242K<0.01%013F-HRTimeline
Summit Wealth Partners, LLC9,968$223K0.05%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…9,400$211K<0.01%013F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,437$211K<0.01%new13F-HRTimelineGroup
Rialto Wealth Management, LLC8,018$179K0.06%013F-HRTimeline
Hurley Capital, LLC7,741$173K0.13%+6,09113F-HRTimeline
Bullock Wealth Management Group7,499$167K0.09%+4,68113F-HRTimeline
Orion Capital Management LLC7,400$165K0.07%+6013F-HRTimeline
10Elms LLP4,757$106K0.11%+60013F-HRTimeline
EP Wealth Advisors, LLC4,500$100K<0.01%-5113F-HRTimeline
COMERICA BANK4,338$96.8K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,627$58.7K<0.01%-4,72913F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,082$46K<0.01%-57113F-HRTimelineGroup
NFSG Corp1,580$35.3K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC902$20.1K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.826$18.4K<0.01%+913F-HRTimeline
Moisand Fitzgerald Tamayo, LLC800$17.9K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.558$12.5K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC398$8.88K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC225$5.02K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.