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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
Chesley Taft & Associates LLC18,600$426K0.02%013F-HRTimeline
Kovack Advisors, Inc.18,599$426K0.02%013F-HRTimeline
Koshinski Asset Management, Inc.18,173$416K0.02%-66013F-HRTimeline
Stonebridge Financial Group, LLC18,084$414K0.03%-8,49513F-HRTimeline
SageView Advisory Group, LLC17,921$410K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…17,426$399K<0.01%-6,46813F-HRTimeline
Independent Advisor Alliance17,356$397K0.01%-157,76313F-HRTimeline
Prime Capital Investment Advisors, LLC17,266$395K<0.01%+1,19413F-HRTimeline
CFS Investment Advisory Services, LLC17,047$389K0.03%-14113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,466$377K0.01%013F-HRTimeline
World Investment Advisors16,413$376K0.01%+2713F-HRTimeline
Prospera Financial Services Inc16,386$375K0.01%-11,25713F-HRTimeline
River Street Advisors LLC16,000$366K0.11%013F-HRTimeline
Heartwood Wealth Advisors LLC15,491$355K0.03%013F-HRTimeline
Opus Capital Group, LLC15,457$354K0.03%013F-HRTimeline
Crews Bank & Trust15,340$351K0.05%-85013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.14,700$336K<0.01%013F-HRTimelineGroup
Towne Trust Company, N.A14,500$332K0.1%-2,10013F-HRTimeline
Alessandra Capital Management, LLC14,500$332K0.23%-1,00013F-HRTimeline
IFG Advisory, LLC14,480$331K0.01%new13F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC14,350$328K0.13%-1,87513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC14,288$327K<0.01%013F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)14,211$325K0.09%-2,16413F-HRTimeline
Decker Wealth Management LLC14,070$322K0.07%013F-HRTimeline
NOVEM GROUP13,944$319K0.03%+13413F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…13,915$319K0.22%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC13,843$317K0.04%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…13,801$316K<0.01%013F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC13,259$304K0.02%+1,10113F-HRTimelineGroup
Autumn Glory Partners, LLC13,243$303K0.09%+4413F-HRTimeline
Washington Trust Advisors, Inc.12,870$295K0.02%-9,19413F-HRTimeline
WORLD EQUITY GROUP, INC.12,588$288K0.06%013F-HRTimeline
MONECO ADVISORS, LLC12,588$288K0.02%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,488$286K0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC12,230$280K0.04%013F-HRTimeline
McLean Asset Management Corp12,019$275K0.04%013F-HRTimeline
Avidian Wealth Enterprises, LLC11,845$271K0.01%+1,53013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co11,827$271K0.01%-2,04113F-HRTimelineGroup
Keeler Thomas Management LLC11,699$268K0.09%-3,61113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,635$266K<0.01%-1,59913F-HRTimelineGroup
BLUE SQUARE ASSET MANAGEMENT, LLC11,391$261K0.11%013F-HRTimeline
Foundations Investment Advisors, LLC11,342$260K<0.01%+48913F-HRTimeline
Unified Investment Management11,323$259K0.24%013F-HRTimeline
Vestmark Advisory Solutions, Inc.11,264$258K<0.01%new13F-HRTimeline
Parallel Advisors, LLC11,144$255K<0.01%-5313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,045$253K0.01%+31513F-HRTimelineGroup
Highland Financial Advisors, LLC11,027$252K0.06%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.11,000$252K0.03%013F-HRTimeline
DAVIS R M INC10,969$251K<0.01%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC10,930$250K<0.01%new13F-HRTimeline
Kastel Capital Advisors, LLC10,899$250K0.16%-6,37313F-HRTimeline
Cooper Financial Group10,650$244K0.02%+1613F-HRTimeline
HANOVER ADVISORS INC10,522$241K0.09%+46913F-HRTimeline
Guidance Point Advisors, LLC10,482$240K0.05%+23313F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC10,420$239K0.03%013F-HRTimeline
Savant Capital, LLC9,987$229K<0.01%013F-HRTimeline
Composition Wealth, LLC9,731$223K<0.01%013F-HRTimeline
DecisionMap Wealth Management, LLC9,593$220K0.12%+32313F-HRTimeline
Mascoma Wealth Management LLC9,544$218K0.04%013F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.9,522$218K0.05%013F-HRTimelineGroup
Berger Financial Group, Inc9,495$217K0.01%013F-HRTimeline
Focus Financial Network, Inc.9,328$214K0.01%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC9,260$212K0.01%013F-HRTimeline
Walser Wealth Management Company, A Ltd…9,179$210K0.09%new13F-HRTimeline
VestGen Advisors, LLC9,009$206K0.01%+2913F-HRTimeline
Wealth Advisory Solutions, LLC8,961$205K0.04%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,947$205K<0.01%new13F-HRTimelineGroup
IHT Wealth Management, LLC8,942$205K<0.01%+3113F-HRTimeline
CENTAURUS FINANCIAL, INC.8,834$202K0.01%-10013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,275$167K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC7,138$163K<0.01%+113F-HRTimeline
Anchor Bay Capital, Inc.7,096$162K0.09%13F-HRTimeline
United Community Bankin group United Community Bank5,715$131K0.04%-22013F-HRTimelineGroup
Prosperity Bancshares Inc5,305$121K0.08%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,305$121K<0.01%+113F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS5,103$117K0.01%new13F-HRTimeline
Black Cypress Capital Management, LLC5,100$117K0.08%013F-HRTimeline
Pinnacle Bancorp, Inc.4,525$104K0.03%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,430$101K<0.01%+15213F-HRTimelineGroup
CNB Bank4,094$93.7K0.04%+16613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,078$93.3K<0.01%013F-HRTimelineGroup
Costello Asset Management, INC3,991$91.4K0.03%+3813F-HRTimeline
Wilmington Savings Fund Society, FSB3,750$85.8K<0.01%013F-HRTimeline
10Elms LLP3,716$85.1K0.04%new13F-HRTimeline
NorthAvenue LLC3,151$72.1K0.05%+1,05313F-HRTimeline
AE Wealth Management LLC3,096$70.9K<0.01%013F-HRTimeline
Bogart Wealth, LLC2,976$68.1K<0.01%013F-HRTimeline
NBH Bank2,679$61.3K0.03%13F-HRTimeline
Longview Financial Advisors LLC2,468$56.5K0.03%new13F-HRTimeline
TD Capital Management LLC2,116$48.4K<0.01%+2013F-HRTimeline
Clearstead Trust, LLC2,009$46K0.01%013F-HRTimeline
MCF Advisors LLC1,713$39.2K<0.01%+43713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,690$38.7K<0.01%+1613F-HRTimelineGroup
Blue Trust, Inc.1,630$37.3K<0.01%new13F-HRTimeline
Key Financial Inc1,535$35.1K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,200$27.5K<0.01%013F-HRTimeline
Balentine LLC1,098$25.1K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,090$24.9K<0.01%013F-HRTimeline
AlphaCore Capital LLC983$22.5K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC893$20.4K<0.01%-3,18313F-HRTimelineGroup
Robbins Farley884$20.2K0.01%013F-HRTimeline
AdvisorNet Financial, Inc826$18.9K<0.01%+713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO800$18.3K<0.01%013F-HRTimelineGroup
First PREMIER Bank759$17K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\500$11.4K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.400$9.13K<0.01%013F-HRTimeline
SFAM, LLC197$4.51K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC125$2.86K<0.01%013F-HRTimeline
EASTERN BANK125$2.86K<0.01%-1,86513F-HRTimeline
Atlantic Private Wealth, LLC109$2.48K<0.01%-242,73013F-HRTimeline
Larson Financial Group LLC51$1.17K<0.01%013F-HRTimeline
First Bancorp, Inc /ME/50$1.15K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC5$114<0.01%013F-HRTimeline