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Disclosery

IBHG ISHARES TR

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IBON 2027 TE ETF (fund)

96 managers (96 13F filers) reported a position in IBHG shares at 2025-09-30, 9,541,016 shares in all. 20 filers opened a position and 9 filers sold out during the quarter.

Managers
96
13F filers
96
New
20
Added
48
Reduced
16
Sold out
9
Shares held by filers
9,541,016

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC1,458,696$32.8M2.09%+293,07513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…820,600$18.5M0.01%+41,68413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.741,320$16.7M0.02%-58,62613F-HRTimelineGroup
LPL Financial LLC687,709$15.5M<0.01%+281,67313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN575,642$12.9M<0.01%+84,18013F-HRTimelineGroup
Keeler Thomas Management LLC435,401$9.79M4%+6,06913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC369,401$8.31M0.01%-14,60813F-HRTimeline
HighTower Advisors, LLC368,782$8.29M0.01%+9,23913F-HRTimeline
Commonwealth Financial Services, LLC347,663$7.82M1.34%+5,52913F-HRTimeline
Mutual Advisors, LLC335,264$7.53M0.17%+35,83013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/236,180$5.31M<0.01%+16,58813F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY221,332$4.98M<0.01%-18,05013F-HR/ATimelineGroup
J.W. COLE ADVISORS, INC.220,044$4.95M0.09%+32,35013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC200,833$4.52M<0.01%+1,65613F-HRTimelineGroup
Cetera Investment Advisers191,873$4.32M0.01%+121,93213F-HRTimeline
Hurley Capital, LLC174,628$3.93M2.21%+146,63813F-HRTimeline
NewEdge Advisors, LLC140,502$3.16M0.01%+8,33113F-HRTimeline
Ironwood Financial, llc130,670$2.94M0.52%+76,51113F-HRTimeline
Straight Path Wealth Management107,563$2.42M0.67%+16,64013F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC101,650$2.29M0.03%+14,59913F-HRTimelineGroup
EIGHT 31 FINANCIAL, LLC100,884$2.27M1.28%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC92,787$2.09M0.01%-4,41113F-HRTimelineGroup
Advisory Services Network, LLC79,532$1.79M0.03%+1,14813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA66,312$1.49M<0.01%+15,80913F-HRTimelineGroup
Cambridge Investment Research Advisors,…63,862$1.44M<0.01%+93613F-HRTimeline
Sightline Wealth Advisors, LLC61,778$1.39M0.63%-7,50613F-HRTimeline
Integrated Wealth Concepts LLC57,912$1.3M0.01%+1,53113F-HRTimeline
BridgePort Financial Solutions, LLC56,749$1.28M0.34%-4,74913F-HRTimeline
Penobscot Investment Management Company…55,050$1.24M0.1%+15,90013F-HRTimeline
IFP Advisors, Inc49,974$1.12M0.03%-1,70813F-HR/ATimeline
REBALANCE, LLC48,501$1.09M0.07%+3,18413F-HRTimeline
WRAPMANAGER INC44,663$1M0.31%-6,21613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV43,687$983K<0.01%+33,02513F-HRTimeline
AE Wealth Management LLC42,350$952K0.01%+4,42213F-HRTimeline
HEADINVEST, LLC36,050$811K0.17%-25013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.35,499$798K<0.01%-3713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO34,330$772K<0.01%+32,24513F-HR/ATimelineGroup
Heartland Bank & Trust Co31,641$712K0.29%+6,88813F-HRTimeline
Tempus Wealth Planning, LLC30,815$693K0.16%+21,86713F-HRTimeline
Austin Private Wealth, LLC30,275$681K0.05%+6,92813F-HRTimeline
Federation des caisses Desjardins du Qu…29,802$670K<0.01%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC28,328$637K0.04%-6,55513F-HRTimeline
UBS Group AGin group UBS Group AG26,798$603K<0.01%-1,27413F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.25,980$584K0.01%+1,29013F-HRTimelineGroup
Global Retirement Partners, LLC25,068$564K0.01%+3,51113F-HRTimeline
Landing Point Financial Group, LLC23,413$527K0.27%+1,14213F-HRTimeline
Rialto Wealth Management, LLC23,377$526K0.14%+14,33913F-HRTimeline
Consolidated Portfolio Review Corp23,219$522K0.07%+1,42313F-HRTimeline
Parallel Advisors, LLC23,050$518K0.01%+8,05013F-HRTimeline
Private Advisor Group, LLC21,659$487K<0.01%+2,48613F-HRTimeline
Klaas Financial Asset Advisors, LLC21,306$479K0.07%-2,44013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…20,121$453K0.01%new13F-HRTimelineGroup
Boreal Capital Management LLC0$369K0.3%013F-HRTimelineAmount filed as zero, left out of ratios.
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…15,730$354K<0.01%new13F-HRTimelineGroup
Carr Financial Group Corp15,716$353K0.1%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.15,523$349K<0.01%+1,08713F-HRTimelineGroup
SkyView Investment Advisors, LLC15,321$345K0.04%new13F-HRTimeline
Aspen Wealth Management LLC15,317$344K0.08%new13F-HRTimeline
Orion Capital Management LLC14,000$315K0.11%+3,00013F-HRTimeline
TFR Capital, LLC.13,734$309K0.1%+2,64813F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…13,406$302K0.04%+66713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,306$277K<0.01%+6413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS12,270$276K<0.01%+34913F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.12,239$275K0.2%013F-HRTimeline
Windsor Capital Management, LLC12,126$273K0.08%+8513F-HRTimeline
OLD MISSION CAPITAL LLC11,676$263K0.01%-5,37413F-HRTimeline
TABLEAUX LLC11,658$262K0.1%+67913F-HRTimeline
Guidance Point Advisors, LLC11,218$252K0.06%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,851$243K<0.01%013F-HRTimeline
Bullock Wealth Management Group10,599$238K0.12%+1,11113F-HRTimeline
Quantinno Capital Management LP10,349$233K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC10,349$233K0.01%new13F-HRTimeline
Cyr Financial Inc.10,334$232K0.16%new13F-HRTimeline
Belpointe Asset Management LLC10,224$230K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,477$213K<0.01%new13F-HRTimelineGroup
Madden Advisory Services, Inc.9,215$207K0.08%new13F-HRTimeline
GAMMA Investing LLC7,119$160K0.01%-51,22013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,947$134K<0.01%new13F-HRTimelineGroup
10Elms LLP5,257$118K0.11%+50013F-HRTimeline
COMERICA BANK4,257$95.7K<0.01%013F-HRTimeline
High Note Wealth, LLC3,551$79.9K0.02%+80113F-HRTimeline
CWM, LLCin group CWM, LLC1,840$41K<0.01%013F-HRTimelineGroup
NFSG Corp1,580$35.5K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC902$20.3K<0.01%013F-HRTimelineGroup
CX Institutional901$20K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…888$20K<0.01%013F-HRTimeline
Blue Trust, Inc.853$19.2K<0.01%+1313F-HRTimeline
HAZLETT, BURT & WATSON, INC.778$18K0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC800$18K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.570$12.8K<0.01%013F-HRTimeline
HM PAYSON & CO444$9.99K<0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC398$8.95K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC294$6.61K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC225$5.06K<0.01%013F-HRTimeline
Clearstead Advisors, LLC196$4.4K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC53$1.2K<0.01%-1213F-HRTimelineGroup