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Disclosery

IBTG ISHARES TR

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IBONDS 26 TRM TS (fund)

279 managers (282 13F filers) reported a position in IBTG shares at 2025-06-30, 69,599,808 shares in all. 29 filers opened a position and 10 filers sold out during the quarter.

Managers
279
13F filers
282
New
29
Added
137
Reduced
71
Sold out
10
Shares held by filers
69,599,808

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MAIRS & POWER INC14,255$327K<0.01%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC14,255$327K0.02%-2,37513F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…13,915$319K0.36%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC13,494$309K0.05%new13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co12,633$290K0.02%+43713F-HRTimelineGroup
MATTERN CAPITAL MANAGEMENT, LLC12,606$289K0.03%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,597$289K<0.01%-1,43713F-HRTimelineGroup
MONECO ADVISORS, LLC12,588$289K0.03%013F-HRTimeline
Cooper Financial Group12,508$287K0.03%+10613F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.12,500$287K0.03%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED12,404$284K0.02%+8213F-HRTimeline
Independent Advisor Alliance12,289$282K0.01%+1,73113F-HRTimeline
COMERICA BANK12,202$280K<0.01%-8,23813F-HRTimeline
4J Wealth Management LLC12,185$279K0.19%-1,07513F-HRTimeline
Autumn Glory Partners, LLC12,109$278K0.13%-27213F-HRTimeline
Visionary Wealth Advisors12,069$277K0.01%new13F-HRTimeline
IFG Advisory, LLC11,213$257K0.01%+6813F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…11,175$256K0.01%new13F-HRTimeline
United Community Bankin group United Community Bank11,170$256K0.09%013F-HRTimelineGroup
Highland Financial Advisors, LLC11,027$253K0.08%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC10,877$249K0.04%+2413F-HRTimeline
Avidian Wealth Enterprises, LLC10,708$246K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,683$245K<0.01%-46,82013F-HRTimelineGroup
Willis Johnson & Associates, Inc.10,374$238K0.02%+1,19413F-HRTimeline
HAMEL ASSOCIATES, INC.10,210$234K0.08%new13F-HRTimeline
Prime Capital Investment Advisors, LLC10,100$232K<0.01%new13F-HRTimeline
Precision Wealth Strategies, LLC10,063$231K0.07%new13F-HRTimeline
Mascoma Wealth Management LLC9,988$229K0.05%013F-HRTimeline
Legacy Private Trust Co.9,778$224K0.01%new13F-HRTimeline
Raab & Moskowitz Asset Management LLC9,488$218K0.05%new13F-HRTimeline
Pineridge Advisors LLC9,210$211K0.08%+9413F-HRTimeline
Advisory Services Network, LLC9,160$210K<0.01%new13F-HRTimeline
Lokken Investment Group LLC9,109$209K0.08%new13F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC9,070$208K0.01%new13F-HRTimeline
DecisionMap Wealth Management, LLC8,890$204K0.14%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,871$203K<0.01%-6,97713F-HR/ATimelineGroup
IHT Wealth Management, LLC8,816$202K0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,800$202K0.01%new13F-HRTimeline
Rossmore Private Capital8,772$201K0.02%013F-HRTimeline
Unified Investment Management8,763$201K0.22%013F-HRTimeline
Costello Asset Management, INC8,097$186K0.07%+6,91813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7,759$178K<0.01%+14913F-HR/ATimelineGroup
Aptus Capital Advisors, LLC7,133$164K<0.01%+6,99713F-HRTimeline
Cherry Tree Wealth Management, LLC7,062$162K0.04%+52613F-HRTimeline
AllSquare Wealth Management LLC6,904$158K0.09%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,548$81.4K<0.01%+1,56513F-HRTimelineGroup
Princeton Global Asset Management LLC3,500$80.3K0.01%013F-HRTimeline
Hara Capital LLC3,346$76.7K0.05%013F-HRTimeline
PRIVATE TRUST CO NA3,293$75.5K0.01%013F-HRTimeline
Bogart Wealth, LLC3,241$74.3K<0.01%+413F-HRTimeline
2UniFi Bank3,201$73.4K0.04%013F-HRTimeline
Black Cypress Capital Management, LLC3,018$69.2K0.06%+1,92413F-HRTimeline
AE Wealth Management LLC2,956$67.8K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC2,800$64.2K0.05%013F-HRTimeline
Wilmington Savings Fund Society, FSB2,500$57.3K<0.01%-2,50013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,185$50.1K<0.01%013F-HRTimelineGroup
TD Capital Management LLC2,034$46.6K<0.01%+2013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,004$46K<0.01%013F-HRTimelineGroup
EASTERN BANK1,990$45.6K<0.01%-2,33213F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,973$45.2K0.02%13F-HRTimeline
Robbins Farley1,368$31.4K0.01%-4613F-HRTimeline
Parkside Financial Bank & Trust1,354$31K<0.01%+24213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,292$29.6K<0.01%-36713F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,200$27.5K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC1,200$27.5K0.01%013F-HRTimeline
Hemington Wealth Management1,214$27K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,150$26.4K<0.01%-9,85013F-HRTimeline
Balentine LLC1,098$25.2K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…890$20.4K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC848$19.4K<0.01%+9313F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO800$18.3K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc794$18.2K<0.01%-3,92813F-HRTimeline
First PREMIER Bank729$17K<0.01%-3013F-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
FSA Wealth Management LLC89$2.04K<0.01%new13F-HRTimeline
Nemes Rush Group LLC58$1.32K<0.01%+113F-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.