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Disclosery

IBHG ISHARES TR

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IBON 2027 TE ETF (fund)

127 managers (128 13F filers) reported a position in IBHG shares at 2026-03-31, 12,086,657 shares in all. 18 filers opened a position and 6 filers sold out during the quarter.

Managers
127
13F filers
128
New
18
Added
60
Reduced
31
Sold out
6
Shares held by filers
12,086,657

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC1,616,618$35.8M2.18%+41,96513F-HRTimeline
LPL Financial LLC1,143,106$25.3M0.01%+229,31813F-HRTimeline
THREADGILL FINANCIAL, LLC962,629$21.3M6.19%+949,20813F-HRTimeline
Federation des caisses Desjardins du Qu…893,063$19.8M0.07%-28,21113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN799,691$17.7M<0.01%-22,26113F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp400,710$8.87M<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC397,414$8.79M0.01%+12,67413F-HRTimeline
Commonwealth Financial Services, LLC388,086$8.59M1.36%+25,42413F-HRTimeline
UBS Group AGin group UBS Group AG334,890$7.41M<0.01%+124,38013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC325,363$7.2M<0.01%+48,72113F-HRTimelineGroup
Cetera Investment Advisers263,300$5.83M0.01%+2,77213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/248,889$5.51M<0.01%-47913F-HRTimelineGroup
J.W. COLE ADVISORS, INC.222,613$4.93M0.17%+9,97613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY217,172$4.81M<0.01%+24,88213F-HRTimelineGroup
Mid-American Wealth Advisory Group, Inc.208,868$4.66M1.97%013F-HRTimeline
NewEdge Advisors, LLC166,920$3.69M0.01%+14,01313F-HR/ATimeline
Ironwood Financial, llc165,529$3.66M0.64%+10,98413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding151,010$3.34M+26,026Timeline
OLD MISSION CAPITAL LLC136,304$3.02M0.07%-177,35613F-HRTimeline
Keeler Thomas Management LLC133,662$2.96M1.25%-305,21813F-HRTimeline
Straight Path Wealth Management127,576$2.82M0.75%+10,82713F-HRTimeline
Carr Financial Group Corp119,847$2.65M0.7%+32,81413F-HRTimeline
EVEXIA WEALTH LLC116,882$2.59M0.71%+16,87813F-HRTimeline
EIGHT 31 FINANCIAL, LLC104,342$2.31M1.39%-1,85913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA92,068$2.04M<0.01%-159,60613F-HRTimelineGroup
Penobscot Investment Management Company…89,425$1.98M0.15%+6,02513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC83,009$1.84M0.01%-10,17713F-HRTimelineGroup
Advisory Services Network, LLC77,912$1.72M0.02%-3,57813F-HRTimeline
Cambridge Investment Research Advisors,…74,575$1.65M<0.01%+7,78213F-HRTimeline
Integrated Wealth Concepts LLC73,137$1.62M0.01%+1,03213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.70,995$1.57M<0.01%+17,74813F-HRTimelineGroup
Centennial Advisors, LLC54,927$1.22M1.55%-4,93513F-HRTimeline
BridgePort Financial Solutions, LLC54,580$1.21M0.34%-1,70913F-HRTimeline
Foundations Investment Advisors, LLC54,452$1.21M0.01%+30,98713F-HRTimeline
IFP Advisors, Inc54,131$1.2M0.02%+3,10113F-HRTimeline
Walser Wealth Management Company, A Ltd…49,838$1.1M0.5%+31,28313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…49,748$1.1M<0.01%-13,21913F-HRTimelineGroup
EP Wealth Advisors, LLC45,390$1M<0.01%+6,06613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.44,931$994K0.01%+10,50713F-HRTimelineGroup
Parallel Advisors, LLC42,725$946K0.02%+10,55013F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC42,429$939K<0.01%-34,02713F-HRTimeline
FOCUSED ALPHA, LLC41,617$921K0.28%+1,47613F-HRTimeline
AE Wealth Management LLC41,078$909K<0.01%-2,96513F-HRTimeline
Tempus Wealth Planning, LLC39,772$880K0.2%+1,16313F-HRTimeline
COWA, LLC39,195$867K0.23%+21,54513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…37,305$825K<0.01%+7,57213F-HRTimelineGroup
WRAPMANAGER INC37,158$822K0.29%+18713F-HRTimeline
REBALANCE, LLC36,421$806K0.05%-13,51113F-HRTimeline
Heartland Bank & Trust Co35,631$789K0.18%+2,19713F-HRTimeline
Private Advisor Group, LLC34,489$763K<0.01%+2,30213F-HRTimeline
BIP Wealth, LLC34,139$755K0.03%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC32,666$723K<0.01%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC31,797$704K<0.01%new13F-HRTimelineGroup
Rialto Wealth Management, LLC31,258$692K0.16%-23,74813F-HRTimeline
Timber Creek Capital Management LLC31,076$688K0.17%+18213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC30,000$664K0.05%+20,00013F-HRTimeline
Bedel Financial Consulting, Inc.29,827$660K0.08%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,150$601K<0.01%-670,80813F-HRTimelineGroup
Aspen Wealth Management LLC26,802$593K0.12%+6,35113F-HRTimeline
High Note Wealth, LLC26,316$582K0.11%+15,60313F-HRTimeline
Klaas Financial Asset Advisors, LLC26,269$581K0.08%+96813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…25,854$572K0.01%+2,98313F-HRTimelineGroup
Guidance Point Advisors, LLC25,335$561K0.13%+3,80013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.25,093$555K<0.01%+9,33913F-HRTimelineGroup
Kastel Capital Advisors, LLC24,762$553K0.34%013F-HRTimeline
Madden Advisory Services, Inc.24,321$538K0.21%+13,33113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP23,871$528K<0.01%+8,17813F-HRTimelineGroup
Csenge Advisory Group23,809$527K0.02%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,631$523K<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV23,555$521K<0.01%-20,51313F-HRTimeline
Bullock Wealth Management Group22,714$499K0.25%+6,93113F-HRTimeline
HEADINVEST, LLC20,700$458K0.09%-15,35013F-HRTimeline
FLOW TRADERS U.S. LLC20,412$452K0.01%new13F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC19,600$435K0.41%+29013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS18,908$418K<0.01%+2,43813F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.18,627$412K0.31%+1,90013F-HRTimeline
Landing Point Financial Group, LLC16,442$364K0.18%-4,36913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…15,751$349K0.01%-5,81013F-HRTimelineGroup
Mayflower Financial Advisors, LLC15,662$347K0.04%013F-HRTimeline
Orion Capital Management LLC14,000$310K0.11%013F-HRTimeline
Belpointe Asset Management LLC13,917$308K0.01%-2,91013F-HRTimeline
Pure Financial Advisors, LLC13,553$300K<0.01%+44913F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…13,406$297K0.04%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth13,378$296K<0.01%013F-HRTimelineGroup
TABLEAUX LLC13,278$294K0.14%+4,18613F-HRTimeline
TFR Capital, LLC.13,066$289K0.09%-66813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,442$275K<0.01%new13F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC12,410$274K0.02%-9,24913F-HRTimeline
Spartan Wealth Advisory Services LLC11,738$260K0.02%13F-HRTimeline
Windsor Capital Management, LLC11,050$245K0.07%+15013F-HRTimeline
World Investment Advisors11,007$244K<0.01%+7713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,851$239K<0.01%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC10,359$229K0.01%new13F-HRTimeline
Quantinno Capital Management LP10,349$229K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC10,349$229K0.01%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC9,835$218K0.03%+85913F-HRTimeline
Intentional Wealth Strategies, LLC9,384$208K0.19%13F-HRTimeline
KPP Advisory Services LLC9,340$207K0.03%new13F-HRTimeline
Arkadios Wealth Advisors9,250$205K<0.01%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,191$203K0.01%+613F-HRTimelineGroup
BEACON FINANCIAL PLANNING, INC9,168$203K0.08%new13F-HRTimeline
Mutual Advisors, LLC9,149$202K<0.01%-316,57413F-HRTimeline
Friedenthal Financial7,319$162K0.08%-10513F-HRTimeline
Activest Wealth Management6,740$149K0.03%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,738$148K0.01%+2,29313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,057$134K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC5,523$122K0.01%-1,72513F-HRTimeline
10Elms LLP5,257$116K0.07%013F-HRTimeline
Farther Finance Advisors, LLC5,035$111K<0.01%+4,74113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,008$66.3K<0.01%-2,22213F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,907$64.3K<0.01%-13,50613F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,750$60.9K<0.01%new13F-HRTimelineGroup
CNB Bank2,273$50.3K0.02%-2013F-HRTimeline
Hurley Capital, LLC2,117$46.9K0.03%-185,53313F-HRTimeline
CWM, LLCin group CWM, LLC1,840$40.7K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC1,707$37.8K<0.01%new13F-HRTimeline
NFSG Corp1,580$35K0.01%013F-HRTimeline
Napier Financial, LLC1,546$34.2K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1,030$22.8K<0.01%+95613F-HRTimelineGroup
CX Institutional929$21K<0.01%+913F-HRTimeline
Steward Partners Investment Advisory, L…888$19.7K<0.01%013F-HRTimeline
Blue Trust, Inc.879$19.5K<0.01%+813F-HRTimeline
HAZLETT, BURT & WATSON, INC.801$18K0.01%+613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC800$17.7K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC398$8.81K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC225$4.98K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.71$1.57K<0.01%013F-HRTimeline