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IBHJ ISHARES TR

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IBON 2030 TE ETF (fund)

33 managers (33 13F filers) reported a position in IBHJ shares at 2025-09-30, 1,367,333 shares in all. 10 filers opened a position and 0 filers sold out during the quarter.

Managers
33
13F filers
33
New
10
Added
14
Reduced
3
Sold out
0
Shares held by filers
1,367,333

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC521,450$14M0.89%+244,33913F-HRTimeline
Marathon Mission, Inc.190,875$5.12M3.05%+1,38613F-HRTimeline
Keeler Thomas Management LLC90,823$2.43M0.99%+2,09113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC74,733$2M<0.01%+33,15313F-HRTimelineGroup
Straight Path Wealth Management64,273$1.72M0.48%+12,76413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/63,426$1.7M<0.01%+20,03313F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC54,385$1.46M<0.01%+41813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY49,824$1.34M<0.01%+1,91313F-HR/ATimelineGroup
Integrated Wealth Concepts LLC37,961$1.02M0.01%+3,15813F-HRTimeline
WRAPMANAGER INC37,828$1.01M0.31%-5,85213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.30,036$805K<0.01%-1913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV29,604$706K<0.01%new13F-HRTimeline
LPL Financial LLC21,308$571K<0.01%+5,00313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…17,035$457K0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS13,466$361K<0.01%+20813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,055$350K<0.01%-2,08713F-HRTimelineGroup
Aspen Wealth Management LLC11,105$298K0.07%new13F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC9,765$262K<0.01%new13F-HRTimelineGroup
Bullock Wealth Management Group9,351$250K0.12%+1,06113F-HRTimeline
M3 Advisory Group, LLC7,475$200K0.12%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,324$143K<0.01%013F-HRTimelineGroup
Orion Capital Management LLC3,000$80.4K0.03%new13F-HRTimeline
IFP Advisors, Inc2,662$71.3K<0.01%013F-HR/ATimeline
Global Retirement Partners, LLC2,000$53.6K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,979$52.8K<0.01%+13713F-HRTimelineGroup
BARRETT & COMPANY, INC.1,740$46.6K0.02%013F-HRTimeline
Blue Trust, Inc.719$19.3K<0.01%+1213F-HRTimeline
HAZLETT, BURT & WATSON, INC.659$18K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.484$13K<0.01%013F-HRTimeline
HM PAYSON & CO377$10.1K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC326$8.74K<0.01%013F-HRTimeline
Clearstead Advisors, LLC154$4.13K<0.01%new13F-HRTimeline
Advisory Services Network, LLC131$3.51K<0.01%new13F-HRTimeline