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IBHJ ISHARES TR

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IBON 2030 TE ETF (fund)

24 managers (24 13F filers) reported a position in IBHJ shares at 2025-06-30, 970,310 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
24
13F filers
24
New
3
Added
14
Reduced
1
Sold out
2
Shares held by filers
970,310

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC277,111$7.38M0.53%+39,49713F-HRTimeline
Marathon Mission, Inc.189,489$5.05M3.21%+7,05813F-HRTimeline
Keeler Thomas Management LLC88,732$2.36M1.02%+11,91313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC53,967$1.44M<0.01%-2,20613F-HRTimeline
Straight Path Wealth Management51,509$1.37M0.47%+8,21313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY47,911$1.28M<0.01%013F-HRTimelineGroup
WRAPMANAGER INC43,680$1.16M0.28%+79113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/43,393$1.16M<0.01%+5,97913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC41,580$1.11M<0.01%+1,10813F-HRTimelineGroup
Integrated Wealth Concepts LLC34,803$927K0.01%+5,54713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.30,055$801K<0.01%new13F-HRTimelineGroup
LPL Financial LLC16,305$434K<0.01%+2,95913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,142$403K<0.01%+2,52013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS13,258$353K<0.01%new13F-HRTimeline
Bullock Wealth Management Group8,290$219K0.12%+1,67213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,324$142K<0.01%013F-HR/ATimelineGroup
IFP Advisors, Inc2,662$70.9K<0.01%013F-HRTimeline
Global Retirement Partners, LLC2,000$53.3K<0.01%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,842$49.1K<0.01%+64513F-HR/ATimelineGroup
BARRETT & COMPANY, INC.1,740$46.4K0.02%new13F-HRTimeline
Blue Trust, Inc.707$18.8K<0.01%+1213F-HRTimeline
HARBOUR INVESTMENTS, INC.484$12.9K<0.01%+1113F-HRTimeline
Cherry Tree Wealth Management, LLC326$8.69K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.