Skip to content
Disclosery

IBTG ISHARES TR

Follow

IBONDS 26 TRM TS (fund)

308 managers (312 13F filers) reported a position in IBTG shares at 2025-12-31, 85,092,021 shares in all. 33 filers opened a position and 17 filers sold out during the quarter.

Managers
308
13F filers
312
New
33
Added
171
Reduced
64
Sold out
17
Shares held by filers
85,092,021

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Raab & Moskowitz Asset Management LLC18,543$424K0.09%+4,98413F-HRTimeline
Pinnacle Bancorp, Inc.18,202$416K0.12%-7,19413F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…17,908$410K0.02%+1,37513F-HRTimeline
Koshinski Asset Management, Inc.17,601$403K0.03%+44413F-HRTimeline
Kastel Capital Advisors, LLC17,272$395K0.24%13F-HRTimeline
CFS Investment Advisory Services, LLC17,267$395K0.03%+20013F-HRTimeline
Crews Bank & Trust16,890$386K0.06%-1,85013F-HRTimeline
BEACON FINANCIAL PLANNING, INC16,879$386K0.19%+69813F-HRTimeline
Physician Wealth Advisors, Inc.16,715$382K0.05%013F-HRTimeline
Towne Trust Company, N.A16,600$380K0.12%+60013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,513$378K0.01%+7,12213F-HRTimeline
Opus Capital Group, LLC15,457$354K0.04%+1,30713F-HRTimeline
Visionary Wealth Advisors15,414$353K0.02%-44713F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC15,190$347K0.02%+6,12013F-HRTimeline
Prime Capital Investment Advisors, LLC14,898$341K<0.01%+3,34013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.14,877$340K<0.01%+17713F-HRTimelineGroup
IFG Advisory, LLC14,484$331K0.01%+54313F-HRTimeline
Berger Financial Group, Inc14,343$328K0.02%013F-HRTimeline
MAIRS & POWER INC14,255$326K<0.01%+11,10513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC14,240$326K0.03%new13F-HRTimelineGroup
Decker Wealth Management LLC14,070$322K0.07%13F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…13,915$318K0.26%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC13,767$315K0.04%+15413F-HRTimeline
NOVEM GROUP13,722$314K0.04%-3,20713F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co13,710$314K0.02%+16813F-HRTimelineGroup
STAR Financial Bank13,656$312K0.16%-1,67213F-HRTimeline
Autumn Glory Partners, LLC13,170$301K0.11%+5913F-HRTimeline
Willis Johnson & Associates, Inc.12,842$294K0.02%+1,25513F-HRTimeline
Cooper Financial Group12,752$292K0.03%+13813F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC12,606$288K0.03%013F-HRTimeline
WORLD EQUITY GROUP, INC.12,588$288K0.08%+65613F-HRTimeline
MONECO ADVISORS, LLC12,588$288K0.02%013F-HRTimeline
FMR LLCin group FMR LLC12,475$285K<0.01%-91713F-HRTimelineGroup
Princeton Global Asset Management LLC12,430$284K0.05%+8,93013F-HRTimeline
4J Wealth Management LLC12,242$280K0.16%+3213F-HRTimeline
World Investment Advisors12,147$278K<0.01%-1,88113F-HR/ATimeline
McLean Asset Management Corp12,019$275K0.05%013F-HRTimeline
COMERICA BANK11,616$266K<0.01%-9713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …11,502$263K0.02%+713F-HRTimeline
Cherry Tree Wealth Management, LLC11,432$262K0.06%+43713F-HRTimeline
O'Brien Wealth Partners LLC11,055$253K0.03%new13F-HRTimeline
RFP Financial Group LLC11,047$253K0.12%-11,38613F-HRTimeline
Highland Financial Advisors, LLC11,027$252K0.07%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.11,000$252K0.03%013F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC10,925$250K0.11%new13F-HRTimeline
Alessandra Capital Management, LLC10,500$240K0.21%13F-HRTimeline
Avidian Wealth Enterprises, LLC10,315$236K0.01%-39313F-HRTimeline
HANOVER ADVISORS INC10,306$236K0.09%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,987$228K<0.01%-15013F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC9,924$227K0.04%-97813F-HRTimeline
Flavin Financial Services, Inc.9,914$227K0.16%-3,48013F-HRTimeline
Legacy Private Trust Co.9,758$223K0.01%-1,67013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC9,740$223K0.02%-6,76113F-HRTimeline
Guidance Point Advisors, LLC9,728$223K0.05%+22713F-HRTimeline
Mascoma Wealth Management LLC9,544$218K0.05%-44413F-HRTimeline
Focus Financial Network, Inc.9,328$213K0.01%+10013F-HRTimeline
DecisionMap Wealth Management, LLC9,270$212K0.13%+38013F-HRTimeline
Farther Finance Advisors, LLC9,213$211K<0.01%+37613F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC9,125$209K0.09%new13F-HRTimeline
Dakota Wealth Management9,109$208K<0.01%new13F-HR/ATimeline
CGN Advisors LLC9,058$207K0.02%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.8,818$202K0.01%+89413F-HRTimeline
PRIVATE MANAGEMENT GROUP INC8,825$202K0.01%new13F-HRTimeline
VestGen Advisors, LLC8,817$202K0.01%new13F-HRTimeline
Unified Investment Management8,763$200K0.2%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,279$167K<0.01%-313F-HR/ATimelineGroup
Aptus Capital Advisors, LLC7,136$163K<0.01%+213F-HRTimeline
Laurel Wealth Advisors LLC6,200$142K0.02%new13F-HRTimeline
Parallel Advisors, LLC5,929$136K<0.01%new13F-HRTimeline
Prosperity Bancshares Inc5,305$121K0.11%13F-HRTimeline
Black Cypress Capital Management, LLC5,100$117K0.08%+8213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,078$93.3K<0.01%013F-HRTimelineGroup
CNB Bank3,966$90.7K0.04%-16,05613F-HRTimeline
Costello Asset Management, INC3,927$89.8K0.03%+5113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP3,612$82.6K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,469$79.3K<0.01%-7,57813F-HRTimelineGroup
Hara Capital LLC3,346$76.5K0.04%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,342$76.4K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC3,096$70.8K<0.01%-2013F-HRTimeline
Bogart Wealth, LLC2,976$68.1K<0.01%-26813F-HRTimeline
2UniFi Bank2,679$61.3K0.03%013F-HRTimeline
Wilmington Savings Fund Society, FSB2,500$57.2K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,185$50K<0.01%013F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC2,115$48.4K<0.01%new13F-HRTimeline
TD Capital Management LLC2,083$47.6K<0.01%+2813F-HRTimeline
EASTERN BANK1,990$45.5K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,989$45.5K<0.01%new13F-HRTimeline
Clayton Financial Group LLC1,955$44.7K0.02%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,663$38.1K<0.01%+2113F-HRTimelineGroup
NorthAvenue LLC1,381$31.6K0.03%13F-HRTimeline
Clearstead Trust, LLC1,301$29.8K<0.01%new13F-HRTimeline
MCF Advisors LLC1,276$29.2K<0.01%+2213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,200$27.4K<0.01%013F-HRTimeline
Balentine LLC1,098$25.1K<0.01%013F-HRTimeline
AlphaCore Capital LLC983$22.5K<0.01%new13F-HRTimeline
Robbins Farley884$20.2K0.01%-3713F-HRTimeline
AdvisorNet Financial, Inc813$18.6K<0.01%+1013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO800$18.3K<0.01%013F-HRTimelineGroup
First PREMIER Bank759$17K<0.01%+3013F-HRTimeline
HHM Wealth Advisors, LLC589$13.5K<0.01%013F-HRTimeline
SageView Advisory Group, LLC550$12.6K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\500$11.4K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC486$11.1K0.01%-2,45313F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC370$8.46K0.01%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…341$7.8K<0.01%new13F-HRTimelineGroup
SFAM, LLC197$4.51K<0.01%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.174$4K<0.01%+213F-HRTimeline
Aventura Private Wealth, LLC5$114<0.01%013F-HRTimeline