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Disclosery

IBHG ISHARES TR

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IBON 2027 TE ETF (fund)

89 managers (89 13F filers) reported a position in IBHG shares at 2025-06-30, 8,412,801 shares in all. 13 filers opened a position and 4 filers sold out during the quarter.

Managers
89
13F filers
89
New
13
Added
39
Reduced
25
Sold out
4
Shares held by filers
8,412,801

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LBMC INVESTMENT ADVISORS, LLC1,165,621$26.3M1.87%+308,50213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.799,946$18M0.03%+720,62813F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…778,916$17.6M0.01%+8,13313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN491,462$11.1M<0.01%+2,15013F-HRTimelineGroup
Keeler Thomas Management LLC429,332$9.68M4.16%+57,71413F-HRTimeline
LPL Financial LLC406,036$9.15M<0.01%+125,49813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC384,009$8.66M0.01%-5,00813F-HRTimeline
HighTower Advisors, LLC359,543$8.1M0.01%-127,07713F-HRTimeline
Commonwealth Financial Services, LLC342,134$7.71M1.48%+32413F-HRTimeline
Mutual Advisors, LLC299,434$6.73M0.17%+5,07313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY239,382$5.4M<0.01%+86,09713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/219,592$4.95M<0.01%+2,28013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC199,177$4.49M<0.01%+28,98913F-HRTimelineGroup
J.W. COLE ADVISORS, INC.187,694$4.23M0.09%new13F-HRTimeline
NewEdge Advisors, LLC132,171$2.98M0.02%-34,71713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.104,281$2.35M0.01%+13,10213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC97,198$2.19M0.01%-4,66513F-HRTimelineGroup
SUMMIT INVESTMENT ADVISORS, INC.97,610$2.19M1.8%+7,27013F-HRTimeline
Straight Path Wealth Management90,923$2.05M0.7%+11,43213F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC87,051$1.96M0.03%+7,22413F-HRTimelineGroup
Advisory Services Network, LLC78,384$1.76M0.03%+16013F-HRTimeline
Cetera Investment Advisers69,941$1.58M<0.01%-5,00413F-HRTimeline
Sightline Wealth Advisors, LLC69,284$1.56M0.75%+1,60413F-HRTimeline
Cambridge Investment Research Advisors,…62,926$1.42M<0.01%+3,87413F-HRTimeline
BridgePort Financial Solutions, LLC61,498$1.39M0.46%-1,23813F-HRTimeline
GAMMA Investing LLC58,339$1.31M0.08%-173,17913F-HRTimeline
Integrated Wealth Concepts LLC56,381$1.27M0.01%+1,02213F-HRTimeline
Orion Porfolio Solutions, LLC54,572$1.23M0.01%+3,31913F-HR/ATimeline
Ironwood Financial, llc54,159$1.21M0.26%013F-HRTimeline
IFP Advisors, Inc51,682$1.16M0.03%-15,01113F-HRTimeline
WRAPMANAGER INC50,879$1.15M0.28%+76813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA50,503$1.14M<0.01%+2,82413F-HR/ATimelineGroup
REBALANCE, LLC45,317$1.02M0.07%+60813F-HRTimeline
Penobscot Investment Management Company…39,150$882K0.08%new13F-HRTimeline
AE Wealth Management LLC37,928$855K0.01%+1,99513F-HRTimeline
HEADINVEST, LLC36,300$818K0.17%-1,00013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.35,536$801K<0.01%-16113F-HRTimelineGroup
Sigma Planning Corp35,007$789K0.02%+1,95813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC34,883$786K0.05%-2,72113F-HRTimeline
UBS Group AGin group UBS Group AG28,072$633K<0.01%-42,86813F-HRTimelineGroup
Hurley Capital, LLC27,990$631K0.44%+20,24913F-HRTimeline
Heartland Bank & Trust Co24,753$558K0.26%+10,16313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.24,690$557K0.01%+37313F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC23,746$535K0.08%-1,40713F-HRTimeline
Austin Private Wealth, LLC23,347$526K0.04%+5,32113F-HRTimeline
Landing Point Financial Group, LLC22,271$502K0.32%-23,54113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,816$492K<0.01%-107,11813F-HRTimelineGroup
Consolidated Portfolio Review Corp21,796$491K0.07%+1,73513F-HRTimeline
Global Retirement Partners, LLC21,557$486K0.01%13F-HRTimeline
Private Advisor Group, LLC19,173$432K<0.01%+5,35613F-HRTimeline
Marble Harbor Investment Counsel, LLC17,730$400K0.04%-1,97213F-HRTimeline
OLD MISSION CAPITAL LLC17,050$384K0.01%+1,48213F-HRTimeline
Boreal Capital Management LLC0$370K0.31%13F-HRTimelineAmount filed as zero, left out of ratios.
Parallel Advisors, LLC15,000$338K0.01%+50013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.14,436$325K<0.01%-7213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,016$293K<0.01%new13F-HRTimelineGroup
BARON SILVER STEVENS FINANCIAL ADVISORS…12,739$287K0.05%-2,39213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,242$276K<0.01%+2,80513F-HRTimelineGroup
LITTLEJOHN FINANCIAL SERVICES, INC.12,239$276K0.21%-1,28313F-HRTimeline
Windsor Capital Management, LLC12,041$271K0.08%-44913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS11,921$269K<0.01%-4,67013F-HRTimeline
TFR Capital, LLC.11,086$250K0.09%new13F-HR/ATimeline
Orion Capital Management LLC11,000$248K0.09%+3,60013F-HRTimeline
TABLEAUX LLC10,979$247K0.14%new13F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,851$243K<0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,662$240K<0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC9,537$215K<0.01%-5,65113F-HRTimeline
Bullock Wealth Management Group9,488$213K0.11%+1,98913F-HRTimeline
Rialto Wealth Management, LLC9,038$204K0.06%+1,02013F-HRTimeline
Tempus Wealth Planning, LLC8,948$202K0.05%new13F-HRTimeline
10Elms LLP4,757$107K0.1%013F-HRTimeline
EP Wealth Advisors, LLC4,500$101K<0.01%013F-HRTimeline
COMERICA BANK4,257$96K<0.01%-8113F-HRTimeline
High Note Wealth, LLC2,750$62K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,085$47K<0.01%-54213F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,840$41K<0.01%-24213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,794$40.4K<0.01%new13F-HRTimelineGroup
NFSG Corp1,580$35.6K0.01%013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.1,120$25.2K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC902$20.3K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…888$20K<0.01%new13F-HRTimeline
Blue Trust, Inc.840$18.9K<0.01%+1413F-HRTimeline
Moisand Fitzgerald Tamayo, LLC800$18K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.570$12.8K<0.01%+1213F-HRTimeline
VSM Wealth Advisory, LLC398$8.97K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC225$5.07K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC65$1.47K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…35$789<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.