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Disclosery

IBTG ISHARES TR

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IBONDS 26 TRM TS (fund)

245 managers (248 13F filers) reported a position in IBTG shares at 2024-12-31, 56,511,738 shares in all. 36 filers opened a position and 11 filers sold out during the quarter.

Managers
245
13F filers
248
New
36
Added
139
Reduced
33
Sold out
11
Shares held by filers
56,511,738

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Pineridge Advisors LLC9,056$207K0.08%+12313F-HRTimeline
WASHINGTON TRUST Co8,650$197K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC8,468$193K0.1%13F-HRTimeline
Mendota Financial Group, LLC8,420$192K0.12%-1,34513F-HRTimeline
Towne Trust Company, N.A8,050$184K0.06%+5,95013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7,680$175K<0.01%+81213F-HRTimelineGroup
AllSquare Wealth Management LLC6,904$157K0.09%+5,56813F-HRTimeline
Laurel Wealth Advisors LLC6,200$141K0.02%013F-HRTimeline
Spectrum Wealth Counsel, LLC5,007$114K0.01%-5113F-HRTimeline
Wilmington Savings Fund Society, FSB5,000$114K<0.01%new13F-HRTimeline
EASTERN BANK4,907$112K<0.01%-4213F-HRTimeline
AdvisorNet Financial, Inc4,717$108K0.01%-36513F-HRTimeline
Cherry Tree Wealth Management, LLC4,461$102K0.03%+65713F-HRTimeline
Bogart Wealth, LLC3,333$76K<0.01%+10413F-HRTimeline
PRIVATE TRUST CO NA3,293$75.1K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,052$69.6K<0.01%+1,26413F-HRTimeline
AE Wealth Management LLC2,956$67.4K<0.01%new13F-HRTimeline
Centricity Wealth Management, LLC2,800$63.9K0.06%13F-HRTimeline
CoreCap Advisors, LLC2,788$63.6K<0.01%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,043$46.6K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,004$46K<0.01%013F-HRTimelineGroup
TD Capital Management LLC2,001$45.6K<0.01%+2813F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,970$44.9K0.01%-1,04313F-HRTimeline
2UniFi Bank1,846$42.1K0.03%13F-HRTimeline
Parallel Advisors, LLC1,601$36.5K<0.01%-1,06413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,598$36.4K<0.01%+2213F-HRTimelineGroup
Robbins Farley1,414$32.3K0.02%013F-HRTimeline
Hemington Wealth Management1,214$27K0.01%013F-HRTimeline
Costello Asset Management, INC1,139$26K0.02%+1,12113F-HRTimeline
Parkside Financial Bank & Trust1,112$25.4K<0.01%013F-HRTimeline
Balentine LLC1,098$25K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO800$18.2K<0.01%new13F-HRTimelineGroup
First PREMIER Bank759$17K<0.01%+6213F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC725$16.7K<0.01%new13F-HRTimelineGroup
HHM Wealth Advisors, LLC589$13.4K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\500$11.4K<0.01%013F-HRTimelineGroup
Van Hulzen Asset Management, LLC500$11.4K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO277$6.34K<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.200$4.56K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC136$3.1K<0.01%013F-HRTimeline
Nemes Rush Group LLC57$1.29K<0.01%+913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…54$1.23K<0.01%013F-HRTimelineGroup
Aventura Private Wealth, LLC5$114<0.01%13F-HRTimeline
FMR LLCin group FMR LLC1$23<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.