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Disclosery

IBTG ISHARES TR

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IBONDS 26 TRM TS (fund)

245 managers (248 13F filers) reported a position in IBTG shares at 2024-12-31, 56,511,738 shares in all. 36 filers opened a position and 11 filers sold out during the quarter.

Managers
245
13F filers
248
New
36
Added
139
Reduced
33
Sold out
11
Shares held by filers
56,511,738

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
HM PAYSON & CO4,012,156$91.5M1.55%+525,99513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,596,267$82M0.01%+138,04413F-HR/ATimelineGroup
Essential Planning, LLC.3,425,586$78.2M0.51%+3,372,97613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth2,936,714$67M0.17%+53,57713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,704,301$61.7M0.01%+605,78913F-HRTimelineGroup
Capital Investment Advisors, LLC2,328,673$53.1M1.08%+50,75113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,200,142$50.2M0.01%+450,16113F-HRTimelineGroup
NewEdge Advisors, LLC2,018,258$46M0.28%+588,14913F-HRTimeline
Financial Advisory Corp1,386,484$31.6M5.52%13F-HRTimeline
Integrated Wealth Concepts LLC1,241,811$28.3M0.33%+332,50713F-HRTimeline
UBS Group AGin group UBS Group AG1,172,256$26.7M0.01%+71,95013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,110,250$25.3M0.01%13F-HR/ATimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC982,328$22.4M0.52%+966,87813F-HRTimelineGroup
LPL Financial LLC905,971$20.7M0.01%+215,95413F-HRTimeline
SUMMITRY LLC845,358$19.3M0.94%new13F-HRTimeline
BAILARD, INC.788,846$18M0.46%-862,81213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…731,659$16.7M0.01%-843,26513F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding727,887$16.6M+72,534Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC661,751$15.1M<0.01%+108,22013F-HRTimelineGroup
Denver PWM, LLC615,501$14M5.43%+41,71813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.597,976$13.6M0.03%+103,09613F-HR/ATimelineGroup
Krilogy Financial LLC596,544$13.6M0.91%+107,26213F-HRTimeline
Trust Co578,334$13.2M1.51%+39,36213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.577,301$13.2M1.41%+10,81313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC527,965$12M0.23%+189,95713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC523,321$11.9M0.02%+23,36813F-HRTimeline
MKT Advisors LLC510,698$11.7M5.08%+111,93313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA476,087$10.9M<0.01%+353,27513F-HRTimelineGroup
Carnegie Investment Counsel460,684$10.5M0.3%+369,81913F-HRTimeline
Baltimore-Washington Financial Advisors…447,902$10.2M0.52%+22,13413F-HRTimeline
Delta Wealth Advisors LLC431,818$9.85M9.28%+418,76113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP431,315$9.84M0.01%+35,24113F-HRTimelineGroup
Steward Partners Investment Advisory, L…402,208$9.17M0.08%-4,74613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV399,590$9.11M0.02%+56,57013F-HRTimeline
Stephens Consulting, LLC398,502$9.09M2.28%+289,50213F-HRTimeline
Stonebridge Financial Group, LLC386,506$8.82M0.97%13F-HRTimeline
HighTower Advisors, LLC377,939$8.62M0.01%+293,55313F-HRTimeline
Sanctuary Advisors, LLC372,303$8.51M0.05%+256,24913F-HRTimeline
Financial Engines Advisors L.L.C.361,623$8.25M0.02%-3,19213F-HRTimeline
Wealth Management Strategies, Inc.351,893$8.03M6.14%13F-HR/ATimeline
Snowden Capital Advisors LLC319,692$7.29M0.23%+27,35913F-HRTimeline
KOM Wealth Management Group, LLC318,849$7.27M5.37%+243,24213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.307,184$7.01M0.01%+225,88613F-HRTimelineGroup
Mesirow Financial Investment Management…299,666$6.84M0.14%-2,77013F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC285,302$6.51M3.56%+68,79213F-HRTimeline
CENTRAL TRUST Co282,526$6.44M0.16%-20,83013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC280,379$6.4M<0.01%+42,91813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC261,867$5.97M0.04%-21,98913F-HRTimelineGroup
D.A. DAVIDSON & CO.237,235$5.41M0.04%+40,61713F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …225,306$5.14M0.44%new13F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.224,549$5.12M0.25%+63,36513F-HRTimeline
Strategic Blueprint, LLC220,882$5.04M0.3%+26,07213F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC217,893$4.97M0.1%+159,77213F-HRTimelineGroup
Janney Montgomery Scott LLC205,662$4.69M0.01%+17,07513F-HRTimeline
BOSTON FAMILY OFFICE LLC191,098$4.36M0.3%+26,97213F-HRTimeline
Old Port Advisors187,473$4.28M1.23%+8,48013F-HRTimeline
Atria Wealth Solutions, Inc.179,525$4.09M0.04%013F-HRTimeline
Asset Advisors Investment Management, L…173,633$3.96M0.41%+21,99013F-HRTimeline
Keeler Thomas Management LLC171,626$3.92M1.4%-5,28313F-HRTimeline
MAI Capital Management171,101$3.9M0.03%new13F-HRTimeline
Global Retirement Partners, LLC167,337$3.82M0.11%+14,94513F-HRTimeline
Mariner, LLCin group Mariner, LLC163,694$3.73M0.01%+4,35913F-HRTimelineGroup
Probity Advisors, Inc.147,388$3.36M0.65%+17,91813F-HRTimeline
MML INVESTORS SERVICES, LLC146,920$3.35M0.01%+6,55613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS144,431$3.29M0.01%+49,71613F-HRTimeline
Orion Porfolio Solutions, LLC143,242$3.29M0.03%new13F-HRTimeline
Orion Portfolio Solutions, LLC143,242$3.29M0.03%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding142,164$3.24M+81,106Timeline
Flavin Financial Services, Inc.140,103$3.2M3.04%13F-HR/ATimeline
COUNTRY CLUB BANK139,452$3.18M0.21%+2,17313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…137,845$3.14M0.01%+16,00013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…137,359$3.13M0.03%+100,17013F-HRTimelineGroup
IFP Advisors, Inc135,828$3.1M0.1%+5,88313F-HRTimeline
Stockman Wealth Management, Inc.130,639$2.98M0.47%+11,95113F-HRTimeline
Independent Advisor Alliance127,367$2.91M0.04%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…126,892$2.89M0.01%+7,03013F-HR/ATimeline
MONTAG A & ASSOCIATES INC126,105$2.88M0.14%+119,02613F-HRTimeline
Midwest Professional Planners, LTD.125,839$2.87M0.86%+51,06113F-HRTimeline
Cornerstone Planning, LLC125,821$2.87M1.1%13F-HRTimeline
Atlantic Private Wealth, LLC125,262$2.86M2.15%+48,10813F-HRTimeline
Cetera Investment Advisers123,518$2.82M0.01%+14,67413F-HRTimeline
Valmark Advisers, Inc.116,972$2.67M0.04%+56,36113F-HRTimeline
Lantz Financial LLC113,901$2.6M0.69%-5,66313F-HRTimeline
Wealthspire Advisors, LLC112,554$2.57M0.03%+10,89513F-HRTimeline
Black Swift Group, LLC111,775$2.55M0.54%new13F-HRTimeline
SCS Capital Management LLC106,013$2.42M0.05%+25613F-HRTimeline
Accretive Wealth Partners, LLC103,412$2.36M1%+96713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC100,376$2.29M0.02%+42,14813F-HRTimelineGroup
Allworth Financial LP97,176$2.22M0.01%+7,71413F-HRTimeline
Cambridge Investment Research Advisors,…95,938$2.19M0.01%+8,57813F-HRTimeline
Atria Investments, Inc93,002$2.12M0.03%new13F-HRTimeline
Portland Global Advisors LLC91,933$2.1M0.27%+12,53213F-HRTimeline
Hughes Financial Services, LLC91,381$2.08M0.43%13F-HRTimeline
Connecticut Wealth Management, LLC89,764$2.05M0.1%+80,76413F-HRTimeline
Wick Capital Partners, LLC87,899$2M0.59%+41,65013F-HR/ATimeline
HOWLAND CAPITAL MANAGEMENT LLC87,847$2M0.09%+41,22713F-HRTimeline
Eldridge Investment Advisors, Inc.87,688$2M0.47%+48,49213F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/85,718$1.96M0.41%+4,28513F-HRTimeline
Creative Planningin group Creative Planning85,430$1.95M<0.01%+14,09313F-HRTimelineGroup
Sunbeam Capital Management, LLC84,113$1.92M1.78%13F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC83,435$1.9M<0.01%+6,17813F-HRTimelineGroup
STAR Financial Bank81,711$1.86M1.34%+4,18113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp75,025$1.71M0.05%+2,37213F-HRTimelineGroup
CWM, LLCin group CWM, LLC74,198$1.69M0.01%+5,64313F-HRTimelineGroup
NorthCoast Asset Management LLC74,167$1.69M0.01%-3,28813F-HR/ATimeline
THOROUGHBRED FINANCIAL SERVICES, LLC70,729$1.61M0.1%+1,83613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC66,558$1.52M<0.01%new13F-HRTimelineGroup
Cannon Financial Strategists, Inc.60,520$1.38M0.24%+82513F-HRTimeline
Reliant Wealth Planning60,114$1.37M0.64%+23,33713F-HRTimeline
Avantax Planning Partners, Inc.60,092$1.37M0.05%new13F-HRTimeline
Summit Wealth Partners, LLC59,443$1.36M0.28%+15,45513F-HRTimeline
Austin Private Wealth, LLC57,076$1.3M0.12%+50413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC55,258$1.26M0.1%+1,53213F-HRTimeline
FULLCIRCLE WEALTH LLC54,564$1.24M0.51%+15,60113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.53,573$1.22M0.01%+29,26313F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…53,490$1.22M0.1%new13F-HRTimeline
Foundry Financial Group, Inc.51,669$1.18M0.73%+1,80713F-HRTimeline
Scissortail Wealth Management, LLC51,538$1.18M0.3%+51,44913F-HRTimeline
PSI Advisors, LLC51,358$1.17M0.35%-12,05513F-HRTimeline
SIGNATUREFD, LLC48,537$1.11M0.02%new13F-HRTimeline
Belpointe Asset Management LLC46,886$1.08M0.06%+13,75113F-HRTimeline
Horizons Wealth Management46,834$1.07M0.83%+2,52113F-HRTimeline
Montecito Bank & Trust46,748$1.07M0.18%-10,20313F-HRTimeline
Dorsey & Whitney Trust CO LLC46,458$1.06M0.06%-3,31513F-HRTimeline
Sigma Planning Corp46,310$1.06M0.03%+1,19413F-HRTimeline
Mill Creek Capital Advisors, LLC45,880$1.05M0.03%013F-HRTimeline
Northstar Group, Inc.45,439$1.04M0.17%+26,00413F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP43,805$999K0.01%new13F-HRTimelineGroup
NOVEM GROUP43,713$997K0.15%13F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC41,665$950K0.82%+67213F-HRTimeline
Private Advisor Group, LLC41,510$947K0.01%+14,07013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC41,425$945K0.03%+9,21513F-HRTimelineGroup
Safeguard Financial, LLC40,777$930K0.2%+9,57613F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC40,637$927K0.69%13F-HRTimeline
BARRETT & COMPANY, INC.37,961$866K0.37%+7,09513F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC37,900$864K0.34%+5,50013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management37,029$845K0.01%+2,89613F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC36,282$828K0.15%new13F-HRTimeline
Granite Harbor Advisors, Inc.36,067$823K0.46%+10,38113F-HRTimeline
Leo Wealth, LLC35,909$819K0.07%-32,75713F-HRTimeline
Conrad Siegel Investment Advisors, Inc.34,518$787K0.21%+1,63613F-HRTimeline
Element Wealth, LLC34,503$787K0.41%+1,51413F-HRTimeline
SHUFRO ROSE & CO LLC32,369$738K0.06%+15513F-HRTimeline
Regal Investment Advisors LLC31,665$722K0.05%+3,13913F-HRTimeline
Vertex Planning Partners, LLC31,621$721K0.16%new13F-HRTimeline
Compass Ion Advisors, LLC30,923$705K0.08%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.30,679$700K<0.01%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC30,012$685K<0.01%-8,09813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC29,735$678K<0.01%-13,93513F-HRTimelineGroup
CIBC WORLD MARKET INC.28,655$654K<0.01%+8,73013F-HRTimeline
Trinity Wealth Management, LLC28,589$652K0.3%+18,29013F-HRTimeline
Beacon Pointe Advisors, LLC28,184$643K0.01%+1,99313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding26,963$615K-1,557Timeline
Savvy Advisors, Inc.25,966$592K0.07%new13F-HRTimeline
DUNCKER STREETT & CO INC25,786$588K0.11%+8,42413F-HRTimeline
EVEXIA WEALTH LLC24,993$569K0.19%+15,88213F-HRTimeline
Modera Wealth Management, LLC24,080$549K0.01%new13F-HRTimeline
Koss-Olinger Consulting, LLC23,466$535K0.05%+41013F-HRTimeline
Madden Advisory Services, Inc.23,077$526K0.24%new13F-HRTimeline
Straight Path Wealth Management22,599$515K0.2%+2,29013F-HRTimeline
Grant Street Asset Management, Inc.22,424$512K0.13%+30513F-HRTimeline
RVW Wealth, LLC21,955$501K0.05%new13F-HRTimeline
Pinnacle Bancorp, Inc.21,025$480K0.16%+1,46513F-HRTimeline
BCS Wealth Management20,607$470K0.12%013F-HRTimeline
Greenfield Savings Bank20,106$459K0.22%+3,03813F-HRTimeline
4J Wealth Management LLC19,818$452K0.37%-7,26713F-HRTimeline
KFG WEALTH MANAGEMENT, LLC19,434$443K0.08%+5,29313F-HRTimeline
Crews Bank & Trust19,325$441K0.07%13F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC19,261$439K0.02%-1,10413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC19,197$438K0.01%-8613F-HRTimelineGroup
Signature Wealth Management Group18,777$428K0.17%+2,75713F-HRTimeline
Chesley Taft & Associates LLC18,600$424K0.02%+7,00013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,347$396K<0.01%+97613F-HRTimelineGroup
Heartland Bank & Trust Co17,233$393K0.21%+5,67713F-HRTimeline
Berger Financial Group, Inc17,082$390K0.03%new13F-HRTimeline
World Investment Advisors17,013$388K0.01%+2813F-HRTimeline
Focused Wealth Management, Inc16,863$385K0.05%+53213F-HRTimeline
Richard P Slaughter Associates Inc16,853$384K0.09%-3,87213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC16,240$370K0.03%013F-HRTimeline
Asset Dedication, LLC16,129$368K0.03%-73,61913F-HRTimeline
BEACON FINANCIAL PLANNING, INC15,878$362K0.21%new13F-HRTimeline
Apella Capital, LLC15,547$355K0.01%+21213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.14,700$335K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.14,425$329K0.06%new13F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)13,956$318K0.14%-813F-HRTimeline
Mascoma Wealth Management LLC13,907$317K0.08%+3,91913F-HRTimeline
CFS Investment Advisory Services, LLC13,840$316K0.03%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP12,732$290K0.02%-4413F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC12,606$288K0.04%-43613F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.12,500$285K0.03%new13F-HRTimeline
Autumn Glory Partners, LLC12,381$282K0.14%-31013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED12,322$281K0.03%new13F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…11,724$267K0.28%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co11,138$254K0.02%+87313F-HRTimelineGroup
IFG Advisory, LLC11,101$253K0.01%new13F-HRTimeline
Highland Financial Advisors, LLC11,027$252K0.09%013F-HRTimeline
Farther Finance Advisors, LLC11,000$251K0.01%-35,99513F-HRTimeline
Yoder Wealth Management, Inc.9,631$220K0.12%-5,80013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC9,268$211K<0.01%013F-HRTimeline
COMERICA BANK9,212$210K<0.01%+8,72713F-HR/ATimeline