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Disclosery

IBHJ ISHARES TR

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IBON 2030 TE ETF (fund)

51 managers (51 13F filers) reported a position in IBHJ shares at 2026-06-30, 2,832,555 shares in all. 9 filers opened a position and 6 filers sold out during the quarter.

Managers
51
13F filers
51
New
9
Added
24
Reduced
8
Sold out
6
Shares held by filers
2,832,555

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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, LLC1,189,960$31.5M1.71%+256,37313F-HRTimeline
Marathon Mission, Inc.201,259$5.33M2.66%-2,31613F-HRTimeline
Chicago Partners Investment Group LLC200,057$5.25M0.11%+10,55313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.163,931$4.34M<0.01%+103,85513F-HRTimelineGroup
LPL Financial LLC131,069$3.47M<0.01%+35,09713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/98,247$2.6M<0.01%+8,45013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV91,670$2.43M<0.01%+6,51013F-HR/ATimeline
Integrated Wealth Concepts LLC75,088$1.99M0.01%+16,69113F-HRTimeline
Straight Path Wealth Management74,169$1.96M0.46%+21713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY73,573$1.95M<0.01%+4,53413F-HRTimelineGroup
First Western Trust Bank61,154$1.62M0.08%+42,54613F-HRTimeline
Ironwood Financial, llc49,044$1.29M0.2%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC37,615$995K<0.01%+16,61513F-HRTimeline
WRAPMANAGER INC27,776$735K0.23%-3,26713F-HRTimeline
Bullock Wealth Management Group25,829$680K0.3%13F-HRTimeline
FOCUSED ALPHA, LLC24,337$644K0.17%+39613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS21,699$574K<0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,360$539K<0.01%+4,09413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC19,219$509K<0.01%+1,64113F-HRTimelineGroup
MTM FINANCIAL GROUP, LLC18,390$487K0.21%new13F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC17,110$453K<0.01%+3,94513F-HRTimelineGroup
Cetera Investment Advisers16,858$446K<0.01%-5,11713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC16,113$426K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,938$422K<0.01%-46813F-HRTimelineGroup
Segment Wealth Management, LLC13,805$365K0.02%+88013F-HRTimeline
Aspen Wealth Management LLC11,292$299K0.05%013F-HRTimeline
Belpointe Asset Management LLC11,273$298K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11,264$298K<0.01%+73213F-HRTimelineGroup
Stockman Wealth Management, Inc.11,060$293K0.03%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,763$285K<0.01%+4,31713F-HRTimelineGroup
IFP Advisors, Inc10,750$284K0.01%-27613F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…10,005$265K0.01%-3,33013F-HRTimelineGroup
Ellis Investment Partners, LLC9,954$263K0.04%+51013F-HRTimeline
TABLEAUX LLC8,847$234K0.1%-49013F-HRTimeline
1900 WEALTH MANAGEMENT LLC8,694$230K0.01%new13F-HRTimeline
Quad-Cities Investment Group, LLC8,672$230K0.08%new13F-HRTimeline
Guidance Point Advisors, LLC8,091$214K0.05%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,620$202K<0.01%new13F-HRTimelineGroup
Orion Capital Management LLC5,000$132K0.04%+2,00013F-HRTimeline
Parallel Advisors, LLC3,376$89.3K<0.01%013F-HRTimeline
CNB Bank3,304$87.4K0.03%+15413F-HRTimeline
BARRETT & COMPANY, INC.2,740$72.5K0.02%013F-HRTimeline
AE Wealth Management LLC1,658$43.9K<0.01%+1,53813F-HRTimeline
NewEdge Advisors, LLC1,119$29.6K<0.01%+73213F-HRTimeline
High Note Wealth, LLC937$24.8K<0.01%-94013F-HRTimeline
Blue Trust, Inc.755$20K<0.01%+1213F-HRTimeline
Bogart Wealth, LLC563$14.9K<0.01%013F-HRTimeline
HM PAYSON & CO377$9.98K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS86$2.28K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.60$1.59K<0.01%013F-HRTimeline
GAMMA Investing LLC25$662<0.01%013F-HRTimeline