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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 2025-03-31, 838,605 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.

Managers
22
13F filers
22
New
2
Added
14
Reduced
2
Sold out
2
Shares held by filers
838,605

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC237,614$6.2M0.48%+137,35713F-HRTimeline
Marathon Mission, Inc.182,431$4.76M3.33%+17,75013F-HRTimeline
Keeler Thomas Management LLC76,819$2M0.98%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC56,173$1.47M<0.01%+3,00013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY47,911$1.25M<0.01%013F-HRTimelineGroup
Straight Path Wealth Management43,296$1.13M0.46%+4,77613F-HRTimeline
WRAPMANAGER INC42,889$1.12M0.29%+1,60813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC40,472$1.06M<0.01%+11,09613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/37,414$976K<0.01%+29,39113F-HRTimelineGroup
Integrated Wealth Concepts LLC29,256$763K0.01%+4,02213F-HRTimeline
LPL Financial LLC13,346$348K<0.01%+1,97413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,622$329K<0.01%+26713F-HRTimelineGroup
Bullock Wealth Management Group6,618$172K0.1%+4,34013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,324$139K<0.01%+30713F-HR/ATimelineGroup
IFP Advisors, Inc2,662$69.5K<0.01%+1,59713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,197$31.2K<0.01%-1,86113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,000$26.1K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.695$18.1K<0.01%+813F-HRTimeline
HARBOUR INVESTMENTS, INC.473$12.3K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC326$8.51K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG67$1.75K<0.01%-5713F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.