Skip to content
Disclosery

IBHG ISHARES TR

Follow

IBON 2027 TE ETF (fund)

117 managers (118 13F filers) reported a position in IBHG shares at 2025-12-31, 11,753,430 shares in all. 23 filers opened a position and 7 filers sold out during the quarter.

Managers
117
13F filers
118
New
23
Added
58
Reduced
14
Sold out
7
Shares held by filers
11,753,430

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LBMC INVESTMENT ADVISORS, LLC1,574,653$35.1M2.16%+115,95713F-HRTimeline
Federation des caisses Desjardins du Qu…921,274$20.6M0.08%+891,47213F-HRTimeline
LPL Financial LLC913,788$20.4M0.01%+226,07913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN821,952$18.3M<0.01%+246,31013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.697,958$15.6M0.02%-43,36213F-HRTimelineGroup
Keeler Thomas Management LLC438,880$9.8M4.67%+3,47913F-HRTimeline
HighTower Advisors, LLC384,740$8.59M0.01%+15,95813F-HRTimeline
Commonwealth Financial Services, LLC362,662$8.09M1.34%+14,99913F-HRTimeline
Mutual Advisors, LLC325,723$7.27M0.16%-9,54113F-HRTimeline
OLD MISSION CAPITAL LLC313,660$7M0.27%+301,98413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC276,642$6.17M<0.01%+75,80913F-HRTimelineGroup
Cetera Investment Advisers260,528$5.81M0.01%+68,65513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA251,674$5.62M<0.01%+185,36213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/249,368$5.57M<0.01%+13,18813F-HRTimelineGroup
J.W. COLE ADVISORS, INC.212,637$4.75M0.12%-7,40713F-HRTimeline
UBS Group AGin group UBS Group AG210,510$4.7M<0.01%+183,71213F-HRTimelineGroup
Mid-American Wealth Advisory Group, Inc.208,868$4.66M1.97%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY192,290$4.29M<0.01%-29,04213F-HR/ATimelineGroup
Hurley Capital, LLC187,650$4.19M2.35%+13,02213F-HRTimeline
Ironwood Financial, llc154,545$3.45M0.59%+23,87513F-HRTimeline
NewEdge Advisors, LLC152,907$3.41M0.01%+12,40513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding124,984$2.79M+23,334Timeline
Straight Path Wealth Management116,749$2.61M0.7%+9,18613F-HRTimeline
EIGHT 31 FINANCIAL, LLC106,201$2.37M1.3%+5,31713F-HRTimeline
EVEXIA WEALTH LLC100,004$2.24M0.62%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC93,186$2.1M0.01%+39913F-HRTimelineGroup
Carr Financial Group Corp87,033$1.94M0.52%+71,31713F-HRTimeline
Penobscot Investment Management Company…83,400$1.86M0.14%+28,35013F-HRTimeline
Advisory Services Network, LLC81,490$1.82M0.03%+1,95813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC76,456$1.71M<0.01%-292,94513F-HRTimeline
Integrated Wealth Concepts LLC72,105$1.61M0.02%+14,19313F-HRTimeline
Cambridge Investment Research Advisors,…66,793$1.49M<0.01%+2,93113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…62,967$1.41M<0.01%-757,63313F-HR/ATimelineGroup
Centennial Advisors, LLC59,862$1.34M1.74%13F-HRTimeline
BridgePort Financial Solutions, LLC56,289$1.26M0.34%-46013F-HRTimeline
Rialto Wealth Management, LLC55,006$1.23M0.29%+31,62913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.53,247$1.19M<0.01%+17,74813F-HRTimelineGroup
IFP Advisors, Inc51,030$1.14M0.03%+1,05613F-HRTimeline
REBALANCE, LLC49,932$1.11M0.07%+1,43113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV44,068$984K<0.01%+38113F-HRTimeline
AE Wealth Management LLC44,043$983K0.01%+1,69313F-HRTimeline
FOCUSED ALPHA, LLC40,141$896K0.26%13F-HRTimeline
EP Wealth Advisors, LLC39,324$878K<0.01%13F-HRTimeline
Tempus Wealth Planning, LLC38,609$862K0.2%+7,79413F-HRTimeline
THREADGILL FINANCIAL, LLC13,421$861K0.35%new13F-HRTimeline
WRAPMANAGER INC36,971$825K0.28%-7,69213F-HRTimeline
Sightline Wealth Advisors, LLC36,106$806K0.34%-25,67213F-HRTimeline
HEADINVEST, LLC36,050$805K0.16%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.34,424$768K0.01%+8,44413F-HRTimelineGroup
Heartland Bank & Trust Co33,434$746K0.32%+1,79313F-HRTimeline
Private Advisor Group, LLC32,187$718K<0.01%+10,52813F-HRTimeline
Parallel Advisors, LLC32,175$718K0.01%+9,12513F-HRTimeline
Timber Creek Capital Management LLC30,894$690K0.16%new13F-HRTimeline
Austin Private Wealth, LLC30,403$679K0.05%+12813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…29,733$664K<0.01%+14,00313F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC25,301$565K0.08%+3,99513F-HRTimeline
Global Retirement Partners, LLC25,230$563K0.01%+16213F-HRTimeline
Kastel Capital Advisors, LLC24,762$553K0.34%13F-HRTimeline
Foundations Investment Advisors, LLC23,465$524K0.01%new13F-HRTimeline
Creative Planningin group Creative Planning23,168$517K<0.01%new13F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…22,871$510K0.01%new13F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC21,659$483K0.03%-6,66913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…21,561$481K0.01%+1,44013F-HRTimelineGroup
Guidance Point Advisors, LLC21,535$481K0.11%+10,31713F-HRTimeline
Landing Point Financial Group, LLC20,811$465K0.23%-2,60213F-HRTimeline
Aspen Wealth Management LLC20,451$456K0.1%+5,13413F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC19,310$429K0.42%13F-HRTimeline
Walser Wealth Management Company, A Ltd…18,555$414K0.22%13F-HRTimeline
COWA, LLC17,650$394K0.12%new13F-HRTimeline
Hobbs Group Advisors, LLC17,173$383K0.12%new13F-HRTimeline
Belpointe Asset Management LLC16,827$376K0.01%+6,60313F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.16,727$373K0.28%+4,48813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS16,470$368K<0.01%+4,20013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management16,413$366K0.01%+10,46613F-HRTimelineGroup
Boreal Capital Management LLC0$366K0.28%013F-HRTimelineAmount filed as zero, left out of ratios.
Bullock Wealth Management Group15,783$352K0.17%+5,18413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.15,754$352K<0.01%+23113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,693$350K<0.01%+3,38713F-HRTimelineGroup
Mayflower Financial Advisors, LLC15,662$350K0.04%new13F-HRTimeline
Orion Capital Management LLC14,000$312K0.11%013F-HRTimeline
TFR Capital, LLC.13,734$307K0.1%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…13,406$299K0.04%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth13,378$299K<0.01%new13F-HRTimelineGroup
Pure Financial Advisors, LLC13,104$292K<0.01%new13F-HRTimeline
Madden Advisory Services, Inc.10,990$245K0.1%+1,77513F-HRTimeline
World Investment Advisors10,930$244K<0.01%new13F-HR/ATimeline
Windsor Capital Management, LLC10,900$243K0.07%-1,22613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,851$242K<0.01%013F-HRTimeline
High Note Wealth, LLC10,713$239K0.05%+7,16213F-HRTimeline
Quantinno Capital Management LP10,349$231K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC10,349$231K0.01%013F-HRTimeline
High Falls Advisors, Inc10,248$229K0.05%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC10,000$223K0.01%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,185$205K0.01%new13F-HRTimelineGroup
TABLEAUX LLC9,092$203K0.14%-2,56613F-HR/ATimeline
LIBERTY WEALTH MANAGEMENT LLC8,976$200K0.03%new13F-HRTimeline
Friedenthal Financial7,424$166K0.09%new13F-HRTimeline
GAMMA Investing LLC7,248$162K0.01%+12913F-HRTimeline
COMERICA BANK6,057$135K<0.01%+1,80013F-HRTimeline
10Elms LLP5,257$117K0.11%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,230$117K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,445$99.2K0.01%new13F-HRTimeline
CNB Bank2,293$51.2K0.02%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,840$41K<0.01%013F-HRTimelineGroup
Avion Wealth1,614$36K0.01%new13F-HRTimeline
NFSG Corp1,580$35.3K0.01%013F-HRTimeline
CX Institutional920$21K<0.01%+1913F-HRTimeline
Steward Partners Investment Advisory, L…888$19.8K<0.01%013F-HRTimeline
Blue Trust, Inc.871$19.4K<0.01%+1813F-HRTimeline
HAZLETT, BURT & WATSON, INC.795$18K0.01%+1713F-HRTimeline
Moisand Fitzgerald Tamayo, LLC800$17.9K<0.01%013F-HRTimeline
HM PAYSON & CO444$9.91K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC398$8.88K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC294$6.56K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC225$5.02K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC74$1.66K<0.01%+2113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.71$1.58K<0.01%-49913F-HRTimeline