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Disclosery

IBHJ ISHARES TR

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IBON 2030 TE ETF (fund)

49 managers (49 13F filers) reported a position in IBHJ shares at 2026-03-31, 2,242,137 shares in all. 11 filers opened a position and 1 filer sold out during the quarter.

Managers
49
13F filers
49
New
11
Added
22
Reduced
7
Sold out
1
Shares held by filers
2,242,137

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC933,587$24.5M1.49%+123,91813F-HRTimeline
Marathon Mission, Inc.203,575$5.34M3.11%+8,24813F-HRTimeline
Chicago Partners Investment Group LLC189,504$5.03M0.11%new13F-HRTimeline
LPL Financial LLC95,972$2.52M<0.01%+60,03413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/89,797$2.35M<0.01%+22,16013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV85,160$2.23M<0.01%+71,89913F-HRTimeline
Straight Path Wealth Management73,952$1.94M0.52%+2,82613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY69,039$1.81M<0.01%+15,43213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.60,076$1.58M<0.01%+15,02013F-HRTimelineGroup
Integrated Wealth Concepts LLC58,397$1.53M0.01%+8,34013F-HRTimeline
WRAPMANAGER INC31,043$814K0.28%-4513F-HRTimeline
Keeler Thomas Management LLC28,357$744K0.31%-66,18013F-HRTimeline
FOCUSED ALPHA, LLC23,941$628K0.19%+8,76513F-HRTimeline
Cetera Investment Advisers21,975$576K<0.01%+2,79713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS21,699$569K<0.01%+13313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC21,000$551K<0.01%-36,34413F-HRTimeline
Bullock Wealth Management Group20,111$526K0.26%+5,06513F-HRTimeline
First Western Trust Bank18,608$488K0.02%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,578$461K<0.01%+47813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA16,406$430K<0.01%-8513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,266$426K<0.01%-44,14213F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…13,335$350K0.01%-4,92013F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC13,165$345K<0.01%+1,20913F-HRTimelineGroup
Segment Wealth Management, LLC12,925$339K0.02%new13F-HRTimeline
Aspen Wealth Management LLC11,292$296K0.06%013F-HRTimeline
Stockman Wealth Management, Inc.11,060$290K0.03%+3,14013F-HRTimeline
IFP Advisors, Inc11,026$289K0.01%+6,25413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,532$276K<0.01%new13F-HR/ATimelineGroup
THREADGILL FINANCIAL, LLC9,621$252K0.07%new13F-HRTimeline
Ellis Investment Partners, LLC9,444$248K0.04%+1,07913F-HRTimeline
TABLEAUX LLC9,337$245K0.12%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,877$207K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,446$169K<0.01%+3,89913F-HRTimelineGroup
Parallel Advisors, LLC3,376$88.5K<0.01%new13F-HR/ATimeline
CNB Bank3,150$82.6K0.03%-1513F-HRTimeline
Orion Capital Management LLC3,000$78.7K0.03%013F-HRTimeline
BARRETT & COMPANY, INC.2,740$71.8K0.02%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,600$68.2K0.01%new13F-HRTimelineGroup
High Note Wealth, LLC1,877$49.2K0.01%+93713F-HRTimeline
Blue Trust, Inc.743$19.5K<0.01%+813F-HRTimeline
HAZLETT, BURT & WATSON, INC.681$18K0.01%+813F-HRTimeline
Bogart Wealth, LLC563$14.8K<0.01%013F-HRTimeline
NewEdge Advisors, LLC387$10.1K<0.01%013F-HR/ATimeline
HM PAYSON & CO377$9.88K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC326$8.55K<0.01%013F-HRTimeline
AE Wealth Management LLC120$3.15K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.60$1.57K<0.01%013F-HRTimeline
GAMMA Investing LLC25$656<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC9$232<0.01%new13F-HRTimelineGroup