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Disclosery

IBTG ISHARES TR

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IBONDS 26 TRM TS (fund)

262 managers (265 13F filers) reported a position in IBTG shares at 2025-03-31, 63,999,343 shares in all. 31 filers opened a position and 10 filers sold out during the quarter.

Managers
262
13F filers
265
New
31
Added
143
Reduced
54
Sold out
10
Shares held by filers
63,999,343

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MONEY CONCEPTS CAPITAL CORP12,732$292K0.02%013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC12,606$289K0.04%013F-HRTimeline
MONECO ADVISORS, LLC12,588$289K0.03%new13F-HR/ATimeline
JAMES INVESTMENT RESEARCH, INC.12,500$287K0.04%013F-HRTimeline
Cooper Financial Group12,402$285K0.04%new13F-HRTimeline
Autumn Glory Partners, LLC12,381$284K0.14%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED12,322$282K0.03%013F-HR/ATimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co12,196$280K0.02%+1,05813F-HRTimelineGroup
United Community Bankin group United Community Bank11,170$256K0.1%new13F-HRTimelineGroup
IFG Advisory, LLC11,145$256K0.01%+4413F-HRTimeline
Highland Financial Advisors, LLC11,027$253K0.09%013F-HRTimeline
Farther Finance Advisors, LLC11,000$252K0.01%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC10,853$249K0.05%new13F-HRTimeline
Independent Advisor Alliance10,558$242K0.01%-116,80913F-HRTimeline
Mascoma Wealth Management LLC9,988$229K0.06%-3,91913F-HRTimeline
Fourth Dimension Wealth, LLC9,372$215K0.1%+90413F-HRTimeline
Willis Johnson & Associates, Inc.9,180$211K0.02%new13F-HRTimeline
Pineridge Advisors LLC9,116$209K0.08%+6013F-HRTimeline
Rossmore Private Capital8,772$201K0.02%new13F-HRTimeline
Unified Investment Management8,763$201K0.24%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7,610$174K<0.01%-7013F-HRTimelineGroup
AllSquare Wealth Management LLC6,904$158K0.09%013F-HRTimeline
WASHINGTON TRUST Co6,900$158K0.01%-1,75013F-HRTimeline
Cherry Tree Wealth Management, LLC6,536$150K0.04%+2,07513F-HRTimeline
Laurel Wealth Advisors LLC6,200$142K0.02%013F-HRTimeline
Spectrum Wealth Counsel, LLC5,007$115K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB5,000$115K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc4,722$108K0.01%+513F-HRTimeline
EASTERN BANK4,322$99.1K<0.01%-58513F-HRTimeline
NorthRock Partners, LLC4,200$96.3K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC3,500$80.3K0.02%new13F-HRTimeline
Hara Capital LLC3,346$76.8K0.05%new13F-HRTimeline
PRIVATE TRUST CO NA3,293$75.5K0.01%013F-HRTimeline
Bogart Wealth, LLC3,237$74.2K<0.01%-9613F-HRTimeline
2UniFi Bank3,201$73.4K0.05%+1,35513F-HRTimeline
AE Wealth Management LLC2,956$67.8K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC2,800$64.2K0.06%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,185$50.1K<0.01%new13F-HRTimelineGroup
TD Capital Management LLC2,014$46.2K<0.01%+1313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,004$46K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,983$45.5K<0.01%+38513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,659$38.1K<0.01%+1,38213F-HRTimelineGroup
Robbins Farley1,414$32.4K0.02%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,200$27.5K<0.01%new13F-HRTimeline
Lowe Wealth Advisors, LLC1,200$27.5K0.01%new13F-HRTimeline
Costello Asset Management, INC1,179$27K0.01%+4013F-HRTimeline
Hemington Wealth Management1,214$27K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust1,112$25.5K<0.01%013F-HRTimeline
Balentine LLC1,098$25.2K<0.01%013F-HRTimeline
Black Cypress Capital Management, LLC1,094$25.1K0.02%new13F-HRTimeline
Byrne Asset Management LLC915$21K0.02%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO800$18.4K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC755$17.3K<0.01%+75413F-HRTimelineGroup
First PREMIER Bank759$17K<0.01%013F-HRTimeline
Mattson Financial Services, LLC621$14.2K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC589$13.5K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\500$11.5K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP162$3.71K<0.01%new13F-HR/ATimelineGroup
Aptus Capital Advisors, LLC136$3.13K<0.01%013F-HRTimeline
Nemes Rush Group LLC57$1.31K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC5$115<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.