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Disclosery

IBTG ISHARES TR

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IBONDS 26 TRM TS (fund)

313 managers (317 13F filers) reported a position in IBTG shares at 2026-06-30, 82,213,263 shares in all. 22 filers opened a position and 22 filers sold out during the quarter.

Managers
313
13F filers
317
New
22
Added
113
Reduced
115
Sold out
22
Shares held by filers
82,213,263

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
HM PAYSON & CO5,657,354$129M1.72%-250,86913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,303,932$98.5M0.01%+150,49813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,991,582$91.4M<0.01%-87,83013F-HRTimelineGroup
NorthCoast Asset Management LLC3,459,551$79.2M1.75%-1,089,34013F-HRTimeline
Integrated Wealth Concepts LLC2,826,071$64.7M0.32%+1,230,42813F-HRTimeline
NewEdge Advisors, LLC2,698,260$61.8M0.18%+769,37913F-HRTimeline
LPL Financial LLC2,504,018$57.3M0.01%+109,14513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,437,085$55.8M0.07%-86,41113F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,394,076$54.8M0.01%+29,96213F-HRTimelineGroup
Capital Investment Advisors, LLC2,337,874$53.5M0.71%-147,38813F-HRTimeline
Connecticut Wealth Management, LLC1,924,924$44.1M1.63%+125,13013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,908,680$43.7M0.24%+48,70113F-HRTimelineGroup
Financial Advisory Corp1,591,146$36.4M4.83%-11,40213F-HRTimeline
SUMMITRY LLC1,554,803$35.6M1.17%+25,13513F-HRTimeline
Arax Advisory Partners1,538,030$35.2M0.23%new13F-HRTimeline
UBS Group AGin group UBS Group AG1,477,091$33.8M0.01%-129,56513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,411,233$32.3M0.01%+46,19613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,386,313$31.7M0.01%-304,21713F-HRTimelineGroup
Wealthspire Advisors, LLC1,274,142$29.2M0.16%+249,89813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding1,168,305$26.7M-127,836Timeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,020,698$23.4M0.31%-119,75813F-HRTimeline
Krilogy Financial LLC993,197$22.7M0.67%+73,09413F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …911,609$20.9M1%+5,53913F-HRTimelineGroup
Horizon Advisory Services, Inc.897,318$20.5M8.66%+19,04213F-HRTimeline
MKT Advisors LLC809,577$18.5M5.75%+31,92613F-HRTimeline
Carnegie Investment Counsel775,246$17.7M0.36%-66,90113F-HRTimeline
Apella Capital, LLC738,612$16.9M0.24%-38,08213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…730,648$16.7M0.01%+59,26013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.711,891$16.3M0.02%-55,95513F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.703,839$16.1M1.43%+8,22613F-HR/ATimeline
Denver PWM, LLC692,276$15.8M5.18%+23,49213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC635,300$14.5M0.31%+159,10013F-HRTimelineGroup
Scissortail Wealth Management, LLC626,984$14.4M2.76%+13,91113F-HRTimeline
Delta Wealth Advisors LLC583,557$13.4M9.54%-32,36913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.559,719$12.8M0.02%+30,52113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO512,575$11.7M<0.01%+512,02113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA511,804$11.7M<0.01%+18,87113F-HRTimelineGroup
Global Retirement Partners, LLC506,882$11.6M0.18%13F-HRTimeline
Wealth Management Strategies, Inc.495,686$11.3M4.43%-20,13913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP493,201$11.3M0.52%+419,74113F-HRTimeline
Baltimore-Washington Financial Advisors…489,313$11.2M0.42%+3,98313F-HRTimeline
Sanctuary Advisors, LLC485,021$11.1M0.05%+57,36613F-HRTimeline
Asset Advisors Investment Management, L…480,912$11M1.01%-3,29313F-HRTimeline
Beacon Pointe Advisors, LLC456,059$10.4M0.05%+424,38013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP430,268$9.85M0.01%-24,42213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC420,723$9.63M0.01%-52,65413F-HRTimeline
Asset Dedication, LLC401,238$9.18M0.58%+54,31713F-HRTimeline
BIP Wealth, LLC398,667$9.13M0.26%-131,36813F-HRTimeline
Midwest Professional Planners, LTD.393,713$9.01M1.77%+28,89313F-HRTimeline
Janney Montgomery Scott LLC392,166$8.98M0.02%+9,16613F-HRTimeline
Mariner, LLCin group Mariner, LLC390,157$8.93M0.01%+7,13613F-HRTimelineGroup
Financial Engines Advisors L.L.C.380,451$8.71M0.02%-15,25313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC376,752$8.62M0.58%-109,35713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…376,204$8.61M0.21%new13F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding352,157$8.06M-288,002Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC342,593$7.84M<0.01%+316,43713F-HRTimelineGroup
HighTower Advisors, LLC342,428$7.84M0.01%+3,96213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC333,675$7.63M<0.01%+5,29613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…327,147$7.49M0.01%+21,57613F-HRTimelineGroup
REBALANCE, LLC288,882$6.61M0.35%+39,21513F-HRTimeline
Juno Financial Group LLC271,652$6.22M2.21%-93,34213F-HRTimeline
Mesirow Financial Investment Management…264,827$6.06M0.1%-23,89613F-HRTimeline
CENTRAL TRUST Co254,755$5.83M0.11%-12,77813F-HRTimeline
Belpointe Asset Management LLC247,521$5.67M0.19%+19,28513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.228,759$5.24M0.19%-1,06413F-HRTimeline
Trinity Wealth Management, LLC221,872$5.08M1.61%-42,84013F-HRTimeline
MAI Capital Management219,815$5.03M0.02%+4,11913F-HRTimeline
PSI Advisors, LLC209,262$4.79M1.11%-132,60713F-HRTimeline
Archer Investment Corp208,043$4.76M0.91%-7,15513F-HR/ATimeline
Sound View Wealth Advisors Group, LLC201,456$4.61M0.29%-290,41313F-HRTimeline
MML INVESTORS SERVICES, LLC200,009$4.58M0.01%+32,42013F-HRTimeline
Stockman Wealth Management, Inc.186,919$4.28M0.44%-7,52613F-HRTimeline
Accretive Wealth Partners, LLC183,636$4.2M1.02%+30,39213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…178,350$4.08M<0.01%+45,49513F-HRTimelineGroup
Valmark Advisers, Inc.174,475$3.99M0.04%+48,71113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS173,545$3.97M0.01%-26,70413F-HRTimeline
Americana Partners, LLC167,624$3.84M0.09%-11,17413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC166,312$3.81M0.01%-41,42513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC159,163$3.64M<0.01%+4,74513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding156,485$3.58M-14,636Timeline
HOWLAND CAPITAL MANAGEMENT LLC155,612$3.56M0.13%-5,05313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management152,013$3.48M0.03%-13,70913F-HRTimelineGroup
Lantz Financial LLC151,949$3.48M0.64%+16,65613F-HRTimeline
Creative Planningin group Creative Planning151,654$3.47M<0.01%+62,99313F-HRTimelineGroup
BAILARD, INC.148,872$3.41M0.07%-1,457,31213F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC141,116$3.23M0.04%-7,27813F-HRTimelineGroup
LITTLEJOHN FINANCIAL SERVICES, INC.135,073$3.09M2.25%-3,49813F-HRTimeline
Cetera Investment Advisers133,965$3.07M<0.01%-3,93513F-HRTimeline
SIGNATUREFD, LLC133,677$3.06M0.04%-20,56813F-HRTimeline
True Link Financial Advisors, LLC127,979$2.93M0.17%-32,52913F-HR/ATimeline
GTS SECURITIES LLC127,430$2.92M0.06%+107,64213F-HRTimeline
Eldridge Investment Advisors, Inc.122,417$2.79M0.55%-77,88413F-HRTimeline
Allworth Financial LP117,696$2.69M0.01%-98913F-HRTimeline
Atria Investments, Inc117,535$2.69M0.03%+4,92313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…116,619$2.66M<0.01%+8,12313F-HRTimeline
Centennial Advisors, LLC115,612$2.65M3.16%+8,29513F-HRTimeline
Private Advisor Group, LLC114,858$2.63M0.01%-18,19813F-HRTimeline
KOM Wealth Management Group, LLC113,843$2.61M1.57%-48,24213F-HRTimeline
Csenge Advisory Group112,653$2.58M0.1%+27,08913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP108,570$2.49M0.03%+80,09613F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC108,332$2.48M0.18%+2213F-HRTimeline
Crestmont Private Wealth LLC106,221$2.43M0.68%+12,32713F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/93,996$2.15M0.34%+1,39313F-HRTimeline
TFR Capital, LLC.93,643$2.14M0.6%-11,56113F-HRTimeline
Fourth Dimension Wealth, LLC92,919$2.13M0.67%+6,02613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp92,716$2.12M0.05%+3,58413F-HRTimelineGroup
Montecito Bank & Trust90,074$2.06M0.31%+18,32313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC89,775$2.05M0.01%new13F-HRTimelineGroup
Sunbeam Capital Management, LLC89,380$2.05M0.94%+67713F-HRTimeline
Klaas Financial Asset Advisors, LLC89,356$2.05M0.25%+1,33013F-HRTimeline
IFP Advisors, Inc87,293$2M0.04%-52813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.86,586$1.98M0.01%+3,55513F-HRTimelineGroup
Northstar Group, Inc.86,495$1.98M0.25%013F-HRTimeline
D.A. DAVIDSON & CO.85,078$1.95M0.01%-46,50613F-HRTimeline
Compound Planning, Inc.84,816$1.94M0.05%-18,10213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC83,084$1.9M0.01%-8,93513F-HRTimelineGroup
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA81,564$1.87M0.05%-98613F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC80,617$1.84M0.11%-45,64313F-HRTimeline
Hughes Financial Services, LLC80,018$1.83M0.24%-7,87613F-HRTimeline
KFG WEALTH MANAGEMENT, LLC79,889$1.83M0.21%+92813F-HRTimeline
Endowment Wealth Management, Inc.79,434$1.82M0.7%+39913F-HRTimeline
MGO ONE SEVEN LLC75,363$1.73M0.03%+2613F-HRTimeline
Black Swift Group, LLC73,595$1.68M0.24%+44,07513F-HRTimeline
Modera Wealth Management, LLC72,602$1.66M0.02%013F-HRTimeline
Probity Advisors, Inc.71,811$1.64M0.24%-53,01413F-HRTimeline
Cambridge Investment Research Advisors,…69,628$1.59M<0.01%-33,99413F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC68,295$1.56M<0.01%-18,17113F-HRTimelineGroup
Steelhead Wealth Management LLC67,379$1.54M0.62%-21,80613F-HRTimeline
Reliant Wealth Planning64,822$1.48M0.41%+33213F-HRTimeline
Cannon Financial Strategists, Inc.63,514$1.45M0.17%+36113F-HRTimeline
Heartland Bank & Trust Co63,074$1.44M0.3%013F-HRTimeline
Penobscot Investment Management Company…61,500$1.41M0.1%013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC60,957$1.4M0.65%+2,45613F-HRTimeline
Trust Co60,343$1.38M0.12%-44713F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC60,164$1.38M0.25%-11213F-HRTimeline
Avantax Planning Partners, Inc.57,906$1.33M0.03%013F-HRTimeline
Faithward Advisors, LLC56,154$1.29M0.16%-2,71013F-HRTimeline
Summit Wealth Partners, LLC55,813$1.28M0.18%-5,04613F-HRTimeline
Essential Planning, LLC.54,816$1.25M0.35%-91813F-HRTimeline
Compass Ion Advisors, LLC52,270$1.2M0.1%-1,56213F-HRTimeline
SCS Capital Management LLC51,719$1.18M0.01%013F-HRTimeline
Old Port Advisors51,552$1.18M0.23%-15,65713F-HRTimeline
High Note Wealth, LLC49,207$1.13M0.19%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…49,169$1.12M0.07%-1,26013F-HRTimeline
MONTAG A & ASSOCIATES INC48,281$1.11M0.05%-19,80813F-HRTimeline
Rossmore Private Capital48,047$1.1M0.09%-10013F-HRTimeline
Merit Financial Group, LLC47,896$1.1M0.01%-97213F-HR/ATimeline
BARRETT & COMPANY, INC.47,797$1.09M0.31%+6013F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT47,500$1.09M1.17%-23,18013F-HRTimeline
DAVENPORT & Co LLC46,696$1.07M0.01%+33,94413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC44,657$1.02M0.05%-2,73113F-HRTimeline
Great Diamond Partners, LLC44,471$1.02M0.17%+5,61313F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC42,438$969K0.64%-50,68713F-HRTimeline
Madden Advisory Services, Inc.40,142$919K0.33%+97113F-HRTimeline
Element Wealth, LLC38,525$882K0.33%-28613F-HRTimeline
Foundry Financial Group, Inc.36,835$843K0.36%-2,15513F-HRTimeline
Straight Path Wealth Management35,770$819K0.19%-2,05913F-HRTimeline
DUNCKER STREETT & CO INC35,523$813K0.14%+34113F-HRTimeline
Schuylkill Financial LLC34,139$781K0.72%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…33,775$773K<0.01%013F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC33,103$758K0.15%-27013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC32,503$744K0.3%-2,08813F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC32,381$741K0.12%+5,91913F-HRTimeline
CIBC WORLD MARKET INC.31,782$727K<0.01%+3,12713F-HRTimeline
Cambridge Financial Group, LLC30,598$700K0.22%+5,41913F-HRTimeline
Savvy Advisors, Inc.30,065$688K0.01%-4,70513F-HRTimeline
Koss-Olinger Consulting, LLC29,894$684K0.05%+17913F-HRTimeline
Pure Financial Advisors, LLC28,950$663K0.01%+9613F-HRTimeline
BEACON FINANCIAL PLANNING, INC28,766$658K0.22%+24413F-HRTimeline
Farther Finance Advisors, LLC27,865$638K<0.01%+24,31713F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC27,118$621K0.03%new13F-HRTimelineGroup
TABLEAUX LLC26,971$617K0.26%-3,36113F-HRTimeline
Conrad Siegel Investment Advisors, Inc.26,555$608K0.1%-9713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…26,495$606K0.01%-1,12013F-HRTimelineGroup
Churchill Financial Advisors, LLC26,061$597K0.11%+10013F-HRTimeline
Modern Wealth Management, LLC25,420$582K0.01%-54,39213F-HRTimeline
Mraz, Amerine & Associates, Inc.25,125$575K0.08%-1,86013F-HRTimeline
Ellis Investment Partners, LLC24,120$552K0.08%+11313F-HRTimeline
Granite Harbor Advisors, Inc.24,062$551K0.22%-13,05913F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC23,920$548K0.03%013F-HRTimeline
Grant Street Asset Management, Inc.23,722$543K0.09%+22813F-HRTimeline
Lifeworks Advisors, LLC22,927$525K0.05%new13F-HRTimeline
Snowden Capital Advisors LLC22,691$519K0.01%-2,65213F-HRTimeline
Yoder Wealth Management, Inc.22,531$516K0.2%-70013F-HRTimeline
MATHER GROUP, LLC.21,905$501K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC21,681$496K0.01%-2,83213F-HRTimelineGroup
Gilbert & Cook, Inc.21,655$496K0.06%new13F-HRTimeline
Advisory Services Network, LLC21,412$490K0.01%+1,68713F-HRTimeline
CASCADE INVESTMENT GROUP, INC.21,263$487K0.27%-34913F-HRTimeline
Robertson Stephens Wealth Management, L…21,000$481K0.01%013F-HRTimeline
Daybright Advisory Services, Inc.20,668$473K0.11%+26113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC20,610$472K0.01%-98313F-HRTimeline
Simplicity Wealth,LLC20,435$468K0.02%+23413F-HRTimeline
OneDigital Investment Advisors LLC20,397$467K<0.01%-60413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,387$467K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.20,081$460K0.05%+3,36613F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…19,944$457K0.02%+38413F-HRTimeline
Quantinno Capital Management LP19,659$450K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.19,243$440K0.01%-4,32313F-HRTimeline
Visionary Wealth Advisors19,192$439K0.02%+3,80413F-HRTimeline