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IBHJ ISHARES TR

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IBON 2030 TE ETF (fund)

22 managers (22 13F filers) reported a position in IBHJ shares at 2024-12-31, 556,432 shares in all. 8 filers opened a position and 1 filer sold out during the quarter.

Managers
22
13F filers
22
New
8
Added
10
Reduced
1
Sold out
1
Shares held by filers
556,432

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Marathon Mission, Inc.164,681$4.29M2.92%+22,33813F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC100,257$2.61M0.21%+86,93713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC53,173$1.38M<0.01%+4,76113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY47,911$1.25M<0.01%+47,33313F-HR/ATimelineGroup
WRAPMANAGER INC41,281$1.07M0.27%+1,32013F-HRTimeline
Straight Path Wealth Management38,520$1M0.4%+4,42813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC29,376$765K<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC25,234$657K0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,355$322K<0.01%13F-HR/ATimelineGroup
LPL Financial LLC11,372$296K<0.01%+1,26913F-HRTimeline
FLOW TRADERS U.S. LLC10,319$269K0.01%+2,69913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,023$209K<0.01%+1,05013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,017$131K<0.01%-15913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,058$79.6K<0.01%+2,23113F-HR/ATimelineGroup
Bullock Wealth Management Group2,278$59.3K0.03%new13F-HRTimeline
IFP Advisors, Inc1,065$27.7K<0.01%new13F-HRTimeline
Van Hulzen Asset Management, LLC902$23.5K<0.01%new13F-HRTimeline
Blue Trust, Inc.687$17.9K<0.01%new13F-HR/ATimeline
HARBOUR INVESTMENTS, INC.473$12.3K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC326$8.49K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG124$3.23K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.