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Disclosery

IBTG ISHARES TR

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IBONDS 26 TRM TS (fund)

320 managers (323 13F filers) reported a position in IBTG shares at 2026-03-31, 83,448,060 shares in all. 35 filers opened a position and 20 filers sold out during the quarter.

Managers
320
13F filers
323
New
35
Added
127
Reduced
106
Sold out
20
Shares held by filers
83,448,060

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Advisory Services Network, LLC19,725$452K0.01%-6713F-HRTimeline
Quantinno Capital Management LP19,659$450K<0.01%new13F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…19,560$448K0.02%+1,65213F-HRTimeline
Koshinski Asset Management, Inc.18,833$432K0.03%+1,23213F-HRTimeline
Chesley Taft & Associates LLC18,600$426K0.02%013F-HRTimeline
Kovack Advisors, Inc.18,599$426K0.02%013F-HRTimeline
Kastel Capital Advisors, LLC17,272$395K0.24%013F-HRTimeline
CFS Investment Advisory Services, LLC17,188$393K0.03%-7913F-HRTimeline
Dorsey & Whitney Trust CO LLC16,815$385K0.02%-6,65013F-HRTimeline
Physician Wealth Advisors, Inc.16,715$383K0.05%013F-HRTimeline
Towne Trust Company, N.A16,600$380K0.12%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,466$377K0.01%-4713F-HR/ATimeline
World Investment Advisors16,386$375K0.01%+4,23913F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)16,375$375K0.12%-2,86813F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC16,225$372K0.16%+7,10013F-HRTimeline
Crews Bank & Trust16,190$371K0.05%-70013F-HRTimeline
Prime Capital Investment Advisors, LLC16,072$368K<0.01%+1,17413F-HRTimeline
River Street Advisors LLC16,000$367K0.12%new13F-HRTimeline
Alessandra Capital Management, LLC15,500$355K0.3%+5,00013F-HRTimeline
Heartwood Wealth Advisors LLC15,491$355K0.03%-692,98213F-HRTimeline
Opus Capital Group, LLC15,457$354K0.04%013F-HRTimeline
Visionary Wealth Advisors15,388$353K0.02%-2613F-HRTimeline
Keeler Thomas Management LLC15,310$351K0.15%-62,39813F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.14,700$337K<0.01%13F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC14,288$327K<0.01%new13F-HRTimeline
MAIRS & POWER INC14,255$327K<0.01%013F-HRTimeline
Decker Wealth Management LLC14,070$322K0.07%013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…13,915$319K0.26%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co13,868$318K0.02%+15813F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC13,843$317K0.04%+7613F-HRTimeline
NOVEM GROUP13,810$316K0.04%+8813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…13,801$316K<0.01%+11,61613F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC13,234$303K<0.01%-1,060,80013F-HRTimelineGroup
Autumn Glory Partners, LLC13,199$302K0.11%+2913F-HRTimeline
Willis Johnson & Associates, Inc.12,925$296K0.02%+8313F-HRTimeline
DAVENPORT & Co LLC12,752$292K<0.01%new13F-HRTimeline
WORLD EQUITY GROUP, INC.12,588$288K0.07%013F-HRTimeline
MONECO ADVISORS, LLC12,588$288K0.02%013F-HRTimeline
MLP3, LLC12,495$286K0.32%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,488$286K0.01%-7,96913F-HRTimelineGroup
HRT FINANCIAL LP12,483$286K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC12,230$280K0.05%-20013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC12,158$279K0.02%-2,08213F-HRTimelineGroup
McLean Asset Management Corp12,019$275K0.05%013F-HRTimeline
Cherry Tree Wealth Management, LLC11,432$262K0.06%013F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC11,391$261K0.12%+46613F-HRTimeline
Unified Investment Management11,323$259K0.27%+2,56013F-HRTimeline
Parallel Advisors, LLC11,197$257K<0.01%+5,26813F-HR/ATimeline
Highland Financial Advisors, LLC11,027$253K0.07%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.11,000$252K0.03%013F-HRTimeline
Foundations Investment Advisors, LLC10,853$249K<0.01%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,730$246K0.01%new13F-HRTimelineGroup
Cooper Financial Group10,634$244K0.02%-2,11813F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC10,420$239K0.03%-2,18613F-HRTimeline
Avidian Wealth Enterprises, LLC10,315$236K0.01%013F-HRTimeline
Guidance Point Advisors, LLC10,249$235K0.06%+52113F-HRTimeline
HANOVER ADVISORS INC10,053$230K0.09%-25313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,987$229K<0.01%013F-HRTimelineGroup
Flavin Financial Services, Inc.9,914$227K0.15%013F-HRTimeline
4J Wealth Management LLC9,737$223K0.13%-2,50513F-HRTimeline
Composition Wealth, LLC9,731$223K<0.01%new13F-HRTimeline
Regal Investment Advisors LLC9,730$223K0.01%-11,61913F-HRTimeline
Mascoma Wealth Management LLC9,544$219K0.05%013F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.9,522$218K0.05%new13F-HRTimelineGroup
Berger Financial Group, Inc9,495$218K0.01%-4,84813F-HRTimeline
Focus Financial Network, Inc.9,328$214K0.01%013F-HRTimeline
DecisionMap Wealth Management, LLC9,270$212K0.14%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC9,260$212K0.02%-48013F-HRTimeline
Dakota Wealth Management9,109$209K<0.01%013F-HR/ATimeline
VestGen Advisors, LLC8,980$205K0.01%+16313F-HRTimeline
CENTAURUS FINANCIAL, INC.8,934$205K0.01%+11613F-HRTimeline
IHT Wealth Management, LLC8,911$204K<0.01%new13F-HRTimeline
TOWER BRIDGE ADVISORS8,750$201K0.02%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,275$167K<0.01%-413F-HRTimelineGroup
Aptus Capital Advisors, LLC7,137$164K<0.01%+113F-HRTimeline
United Community Bankin group United Community Bank5,935$136K0.05%new13F-HRTimelineGroup
Prosperity Bancshares Inc5,305$122K0.1%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,304$122K<0.01%new13F-HRTimelineGroup
Black Cypress Capital Management, LLC5,100$117K0.08%013F-HRTimeline
Pinnacle Bancorp, Inc.4,525$104K0.03%-13,67713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,278$98K<0.01%+80913F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,078$93.4K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC4,076$93.4K<0.01%-8,39913F-HRTimelineGroup
Costello Asset Management, INC3,953$90.6K0.03%+2613F-HRTimeline
CNB Bank3,928$90K0.04%-3813F-HRTimeline
Wilmington Savings Fund Society, FSB3,750$85.9K<0.01%+1,25013F-HRTimeline
Farther Finance Advisors, LLC3,548$81.1K<0.01%-5,66513F-HRTimeline
AE Wealth Management LLC3,096$70.9K<0.01%013F-HRTimeline
Bogart Wealth, LLC2,976$68.2K<0.01%013F-HRTimeline
2UniFi Bank2,679$61.4K0.03%013F-HRTimeline
Cassaday & Co Wealth Management LLC2,195$50.3K<0.01%new13F-HRTimeline
NorthAvenue LLC2,098$48.1K0.04%+71713F-HRTimeline
TD Capital Management LLC2,096$48K<0.01%+1313F-HRTimeline
Clayton Financial Group LLC2,028$46.5K0.02%+7313F-HRTimeline
Clearstead Trust, LLC2,009$46K0.01%+70813F-HRTimeline
EASTERN BANK1,990$45.6K<0.01%013F-HRTimeline
McIlrath & Eck, LLC1,922$44K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,751$40.1K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,674$38.4K<0.01%+1113F-HRTimelineGroup
MCF Advisors LLC1,276$29.2K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,200$27.5K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,137$26.1K<0.01%-2,47513F-HRTimeline
Balentine LLC1,098$25.2K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,090$25K<0.01%new13F-HRTimeline
AlphaCore Capital LLC983$22.5K<0.01%013F-HRTimeline
Robbins Farley884$20.3K0.01%013F-HRTimeline
AdvisorNet Financial, Inc819$18.8K<0.01%+613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO800$18.3K<0.01%013F-HRTimelineGroup
First PREMIER Bank759$17K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC589$13.5K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO554$12.7K<0.01%-2,78813F-HR/ATimelineGroup
Root Financial Partners, LLC553$12.7K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\500$11.5K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.400$9.14K<0.01%-62,51313F-HRTimeline
SFAM, LLC197$4.51K<0.01%013F-HRTimeline
Signature Resources Capital Management,…186$4.26K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.175$4K<0.01%+113F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC125$2.87K<0.01%-24513F-HRTimeline
Larson Financial Group LLC51$1.17K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC5$115<0.01%013F-HRTimeline