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Disclosery

IBTG ISHARES TR

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IBONDS 26 TRM TS (fund)

288 managers (292 13F filers) reported a position in IBTG shares at 2025-09-30, 76,723,053 shares in all. 28 filers opened a position and 15 filers sold out during the quarter.

Managers
288
13F filers
292
New
28
Added
154
Reduced
68
Sold out
15
Shares held by filers
76,723,053

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
STAR Financial Bank15,328$352K0.21%-75,41813F-HRTimeline
EVEXIA WEALTH LLC15,255$350K0.1%+82413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.14,700$337K<0.01%013F-HRTimelineGroup
Berger Financial Group, Inc14,343$329K0.02%-1,94913F-HRTimeline
MAIRS & POWER INC3,150$327K<0.01%-11,10513F-HRTimeline
Opus Capital Group, LLC14,150$325K0.04%new13F-HRTimeline
World Investment Advisors14,028$322K0.01%-1,57813F-HRTimeline
IFG Advisory, LLC13,941$320K0.01%+2,72813F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…13,915$319K0.32%013F-HRTimeline
Rossmore Private Capital13,890$319K0.03%+5,11813F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC13,613$312K0.04%+11913F-HRTimeline
Raab & Moskowitz Asset Management LLC13,559$311K0.07%+4,07113F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co13,542$311K0.02%+90913F-HRTimelineGroup
Flavin Financial Services, Inc.13,394$307K0.22%-160,09113F-HR/ATimeline
FMR LLCin group FMR LLC13,392$307K<0.01%+12,54413F-HRTimelineGroup
Autumn Glory Partners, LLC13,111$301K0.12%+1,00213F-HRTimeline
Cooper Financial Group12,614$289K0.03%+10613F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC12,606$289K0.03%013F-HRTimeline
MONECO ADVISORS, LLC12,588$289K0.02%013F-HRTimeline
4J Wealth Management LLC12,210$280K0.16%+2513F-HRTimeline
McLean Asset Management Corp12,019$275K0.06%new13F-HRTimeline
WORLD EQUITY GROUP, INC.11,932$274K0.06%new13F-HRTimeline
Sigma Planning Corp11,771$270K0.01%-36,77113F-HRTimeline
COMERICA BANK11,713$269K<0.01%-48913F-HRTimeline
Willis Johnson & Associates, Inc.11,587$266K0.02%+1,21313F-HRTimeline
Prime Capital Investment Advisors, LLC11,558$265K<0.01%+1,45813F-HRTimeline
Great Diamond Partners, LLC11,514$264K0.05%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …11,495$264K0.02%new13F-HRTimeline
Legacy Private Trust Co.11,428$262K0.02%+1,65013F-HRTimeline
United Community Bankin group United Community Bank11,170$256K0.08%013F-HRTimelineGroup
HAMEL ASSOCIATES, INC.11,118$255K0.08%+90813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/11,047$253K<0.01%+3,28813F-HRTimelineGroup
Advisory Services Network, LLC11,036$253K<0.01%+1,87613F-HRTimeline
Highland Financial Advisors, LLC11,027$253K0.07%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.11,000$252K0.03%-1,50013F-HRTimeline
Cherry Tree Wealth Management, LLC10,995$252K0.06%+3,93313F-HRTimeline
Cyr Financial Inc.10,906$250K0.17%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC10,902$250K0.04%+2513F-HRTimeline
Avidian Wealth Enterprises, LLC10,708$246K0.01%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC10,137$233K<0.01%-4,88413F-HR/ATimelineGroup
Mascoma Wealth Management LLC9,988$229K0.05%013F-HRTimeline
Guidance Point Advisors, LLC9,501$218K0.05%new13F-HRTimeline
MGO ONE SEVEN LLC9,476$217K0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,391$216K0.01%+59113F-HRTimeline
Pineridge Advisors LLC9,304$214K0.06%+9413F-HRTimeline
Focus Financial Network, Inc.9,228$212K0.01%new13F-HRTimeline
Lokken Investment Group LLC9,109$209K0.07%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC9,070$208K0.01%013F-HRTimeline
DecisionMap Wealth Management, LLC8,890$204K0.13%013F-HRTimeline
IHT Wealth Management, LLC8,848$203K0.01%+3213F-HRTimeline
Farther Finance Advisors, LLC8,837$203K<0.01%+7,68713F-HRTimeline
Unified Investment Management8,763$201K0.2%013F-HRTimeline
CENTAURUS FINANCIAL, INC.7,924$182K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,282$167K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC7,134$164K<0.01%+113F-HRTimeline
AllSquare Wealth Management LLC6,904$158K0.08%013F-HRTimeline
Black Cypress Capital Management, LLC5,018$115K0.09%+2,00013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,078$93.6K<0.01%new13F-HRTimelineGroup
Costello Asset Management, INC3,876$89K0.03%-4,22113F-HRTimeline
Princeton Global Asset Management LLC3,500$80.3K0.01%013F-HRTimeline
Hara Capital LLC3,346$76.8K0.05%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,342$76.7K<0.01%+2,05013F-HR/ATimelineGroup
PRIVATE TRUST CO NA3,293$75.6K0.01%013F-HRTimeline
Bogart Wealth, LLC3,244$74.4K<0.01%+313F-HRTimeline
AE Wealth Management LLC3,116$71.5K<0.01%+16013F-HRTimeline
GPS Wealth Strategies Group, LLC2,939$67.5K0.01%new13F-HRTimeline
2UniFi Bank2,679$61.5K0.03%-52213F-HRTimeline
Wilmington Savings Fund Society, FSB2,500$57.4K<0.01%013F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,185$50.1K<0.01%013F-HRTimelineGroup
TD Capital Management LLC2,055$47.2K<0.01%+2113F-HRTimeline
EASTERN BANK1,990$45.7K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,642$37.7K<0.01%-1,90613F-HRTimelineGroup
MCF Advisors LLC1,254$28.8K<0.01%new13F-HRTimeline
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
Balentine LLC1,098$25.2K<0.01%013F-HRTimeline
Robbins Farley921$21.1K0.01%-44713F-HRTimeline
AdvisorNet Financial, Inc803$18.4K<0.01%+913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO800$18.4K<0.01%013F-HRTimelineGroup
First PREMIER Bank729$17K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management662$15.2K<0.01%new13F-HRTimelineGroup
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
Clearstead Advisors, LLC198$4.56K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.172$4K<0.01%new13F-HRTimeline
FSA Wealth Management LLC89$2.04K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC5$115<0.01%013F-HRTimeline