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Disclosery

IBTG ISHARES TR

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IBONDS 26 TRM TS (fund)

262 managers (265 13F filers) reported a position in IBTG shares at 2025-03-31, 63,999,343 shares in all. 31 filers opened a position and 10 filers sold out during the quarter.

Managers
262
13F filers
265
New
31
Added
143
Reduced
54
Sold out
10
Shares held by filers
63,999,343

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
HM PAYSON & CO4,713,829$108M1.9%+701,67313F-HRTimeline
NorthCoast Asset Management LLC4,581,588$105M0.53%+4,507,42113F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY3,936,318$90.3M0.01%+340,05113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,245,245$74.4M0.01%+540,94413F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth3,049,401$70M0.18%+112,68713F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,759,339$63.3M0.02%+559,19713F-HRTimelineGroup
Capital Investment Advisors, LLC2,350,987$53.9M1.06%+22,31413F-HRTimeline
NewEdge Advisors, LLC1,850,602$42.5M0.25%-167,65613F-HRTimeline
UBS Group AGin group UBS Group AG1,579,051$36.2M0.01%+406,79513F-HRTimelineGroup
Financial Advisory Corp1,408,404$32.3M5.35%+21,92013F-HRTimeline
SUMMITRY LLC1,399,418$32.1M1.62%+554,06013F-HRTimeline
Integrated Wealth Concepts LLC1,248,141$28.6M0.33%+6,33013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,200,638$27.5M0.01%+90,38813F-HRTimelineGroup
LPL Financial LLC1,084,389$24.9M0.01%+178,41813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC970,857$22.3M0.49%-11,47113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC878,362$20.1M0.01%+216,61113F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding750,236$17.2M+22,349Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…747,310$17.1M0.01%+15,65113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.712,227$16.3M0.04%+114,25113F-HRTimelineGroup
Denver PWM, LLC678,753$15.6M5.6%+63,25213F-HRTimeline
Carnegie Investment Counsel673,027$15.4M0.37%+212,34313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC670,114$15.4M0.29%+142,14913F-HRTimeline
BAILARD, INC.659,607$15.1M0.39%-129,23913F-HRTimeline
Krilogy Financial LLC648,520$14.9M0.96%+51,97613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.598,546$13.7M1.47%+21,24513F-HRTimeline
MKT Advisors LLC533,576$12.2M5.73%+22,87813F-HRTimeline
Delta Wealth Advisors LLC498,838$11.4M10.39%+67,02013F-HRTimeline
Scissortail Wealth Management, LLC484,001$11.1M2.85%+432,46313F-HRTimeline
Baltimore-Washington Financial Advisors…482,608$11.1M0.59%+34,70613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA478,983$11M<0.01%+2,89613F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC476,084$10.9M0.02%-47,23713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP471,133$10.8M0.01%+39,81813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV458,879$10.5M0.02%+59,28913F-HRTimeline
Connecticut Wealth Management, LLC408,173$9.36M0.49%+318,40913F-HRTimeline
Stephens Consulting, LLC402,161$9.23M2.32%+3,65913F-HRTimeline
Steward Partners Investment Advisory, L…397,114$9.11M0.08%-5,09413F-HRTimeline
Wealth Management Strategies, Inc.392,562$9.01M6.02%+40,66913F-HRTimeline
Sanctuary Advisors, LLC385,566$8.84M0.06%+13,26313F-HRTimeline
Financial Engines Advisors L.L.C.382,780$8.78M0.02%+21,15713F-HRTimeline
Stonebridge Financial Group, LLC378,782$8.69M0.92%-7,72413F-HRTimeline
HighTower Advisors, LLC374,243$8.59M0.01%-3,69613F-HRTimeline
Apella Capital, LLC368,024$8.42M0.29%+352,47713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…356,552$8.18M0.07%+219,19313F-HRTimelineGroup
SHELTON WEALTH MANAGEMENT, LLC312,998$7.18M4.11%+27,69613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.309,764$7.11M0.01%+2,58013F-HRTimelineGroup
Mesirow Financial Investment Management…300,243$6.89M0.13%+57713F-HRTimeline
Asset Advisors Investment Management, L…297,349$6.82M0.72%+123,71613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC281,727$6.46M0.75%new13F-HRTimeline
Strategic Blueprint, LLC281,115$6.45M0.35%+60,23313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC278,858$6.4M<0.01%-1,52113F-HRTimelineGroup
CENTRAL TRUST Co275,395$6.32M0.16%-7,13113F-HRTimeline
EIGHT 31 FINANCIAL, LLC260,768$5.98M3.83%new13F-HRTimeline
Janney Montgomery Scott LLC260,511$5.98M0.02%+54,84913F-HRTimeline
KOM Wealth Management Group, LLC255,570$5.86M5.12%-63,27913F-HRTimeline
D.A. DAVIDSON & CO.253,492$5.82M0.05%+16,25713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC252,708$5.8M0.03%-9,15913F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.242,106$5.55M0.27%+17,55713F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …230,311$5.29M0.34%+5,00513F-HRTimelineGroup
Midwest Professional Planners, LTD.218,626$5.02M1.56%+92,78713F-HRTimeline
BOSTON FAMILY OFFICE LLC200,888$4.61M0.33%+9,79013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC193,258$4.43M0.09%-24,63513F-HRTimelineGroup
Eldridge Investment Advisors, Inc.192,246$4.41M1.01%+104,55813F-HRTimeline
Atria Wealth Solutions, Inc.191,491$4.39M0.05%+11,96613F-HRTimeline
Mariner, LLCin group Mariner, LLC182,281$4.18M0.01%+18,58713F-HRTimelineGroup
Flavin Financial Services, Inc.177,369$4.07M3.74%+37,26613F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 3 filers holding174,476$4M+32,312Timeline
MML INVESTORS SERVICES, LLC167,496$3.84M0.01%+20,57613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS166,177$3.81M0.01%+21,74613F-HRTimeline
MAI Capital Management164,455$3.77M0.03%-6,64613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…155,899$3.58M0.01%+29,00713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.153,403$3.52M<0.01%+122,72413F-HRTimelineGroup
Probity Advisors, Inc.153,312$3.52M0.68%+5,92413F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC145,368$3.33M0.15%+57,52113F-HRTimeline
IFP Advisors, Inc144,030$3.3M0.1%+8,20213F-HRTimeline
Stockman Wealth Management, Inc.141,204$3.24M0.48%+10,56513F-HRTimeline
COUNTRY CLUB BANK137,053$3.14M0.21%-2,39913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…137,845$3.14M0.01%013F-HR/ATimelineGroup
Wealthspire Advisors, LLC136,841$3.14M0.02%+24,28713F-HRTimeline
Cetera Investment Advisers133,025$3.05M0.01%+9,50713F-HRTimeline
Accretive Wealth Partners, LLC131,312$3M1.06%+27,90013F-HRTimeline
Atlantic Private Wealth, LLC129,431$2.97M2.19%+4,16913F-HRTimeline
Valmark Advisers, Inc.127,839$2.93M0.04%+10,86713F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.119,458$2.74M2.17%new13F-HRTimeline
Prospera Financial Services Inc114,123$2.62M0.06%new13F-HRTimeline
Lantz Financial LLC114,118$2.62M0.72%+21713F-HRTimeline
Keeler Thomas Management LLC112,306$2.58M1.26%-59,32013F-HRTimeline
Old Port Advisors111,478$2.56M0.76%-75,99513F-HRTimeline
Black Swift Group, LLC104,450$2.4M0.54%-7,32513F-HRTimeline
Cambridge Investment Research Advisors,…101,468$2.33M0.01%+5,53013F-HRTimeline
Portland Global Advisors LLC101,288$2.32M0.29%+9,35513F-HRTimeline
SCS Capital Management LLC100,831$2.31M0.03%-5,18213F-HR/ATimeline
Atria Investments, Inc98,768$2.27M0.03%+5,76613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC97,069$2.23M<0.01%+67,33413F-HR/ATimelineGroup
Allworth Financial LP95,992$2.2M0.01%-1,18413F-HRTimeline
Hughes Financial Services, LLC95,159$2.18M0.43%+3,77813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC93,614$2.15M0.03%-6,76213F-HRTimelineGroup
SIGNATUREFD, LLC90,601$2.08M0.04%+42,06413F-HRTimeline
Creative Planningin group Creative Planning86,975$2M<0.01%+1,54513F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/85,973$1.97M0.41%+25513F-HRTimeline
Sunbeam Capital Management, LLC84,595$1.94M1.85%+48213F-HRTimeline
STAR Financial Bank82,722$1.9M1.39%+1,01113F-HRTimeline
MONTAG A & ASSOCIATES INC81,549$1.87M0.09%-44,55613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC81,181$1.86M0.12%+10,45213F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC80,660$1.85M0.43%new13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp75,864$1.74M0.05%+83913F-HRTimelineGroup
Trust Co74,553$1.71M0.2%-503,78113F-HRTimeline
Klaas Financial Asset Advisors, LLC73,928$1.7M0.29%+37,64613F-HRTimeline
CWM, LLCin group CWM, LLC73,323$1.68M0.01%-87513F-HRTimelineGroup
Essential Planning, LLC.72,407$1.66M0.67%-3,353,17913F-HRTimeline
REBALANCE, LLC69,664$1.6M0.12%new13F-HRTimeline
Northstar Group, Inc.69,030$1.58M0.26%+23,59113F-HRTimeline
TFR Capital, LLC.67,902$1.56M0.65%new13F-HRTimeline
Orion Porfolio Solutions, LLC67,172$1.54M0.02%-76,07013F-HRTimeline
Orion Portfolio Solutions, LLC67,172$1.54M0.02%-76,07013F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…63,280$1.45M0.13%+9,79013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management62,769$1.44M0.02%+25,74013F-HRTimelineGroup
TD Waterhouse Canada Inc.62,388$1.43M0.01%+62,18813F-HRTimeline
Foundry Financial Group, Inc.61,766$1.42M0.87%+10,09713F-HRTimeline
Cannon Financial Strategists, Inc.60,916$1.4M0.24%+39613F-HRTimeline
Avantax Planning Partners, Inc.59,926$1.37M0.05%-16613F-HRTimeline
Summit Wealth Partners, LLC59,474$1.36M0.28%+3113F-HRTimeline
FULLCIRCLE WEALTH LLC59,142$1.36M0.56%+4,57813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.57,860$1.33M0.01%+4,28713F-HRTimelineGroup
Austin Private Wealth, LLC57,716$1.32M0.12%+64013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC57,503$1.32M<0.01%-25,93213F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC55,785$1.28M0.1%+52713F-HRTimeline
Reliant Wealth Planning55,316$1.27M0.58%-4,79813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP54,755$1.26M0.01%+10,95013F-HRTimelineGroup
Montecito Bank & Trust49,748$1.14M0.2%+3,00013F-HRTimeline
Sigma Planning Corp49,325$1.13M0.04%+3,01513F-HRTimeline
PSI Advisors, LLC48,758$1.12M0.36%-2,60013F-HRTimeline
Safeguard Financial, LLC47,532$1.09M0.24%+6,75513F-HRTimeline
Horizons Wealth Management46,599$1.07M0.81%-23513F-HRTimeline
Mill Creek Capital Advisors, LLC45,880$1.05M0.03%013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC45,647$1.05M0.73%+5,01013F-HRTimeline
Leo Wealth, LLC45,547$1.04M0.15%+9,63813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …45,015$1.03M0.02%new13F-HRTimelineGroup
MOSELEY INVESTMENT MANAGEMENT INC45,000$1.03M0.4%+7,10013F-HRTimeline
BARRETT & COMPANY, INC.42,619$978K0.42%+4,65813F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC41,938$962K0.75%+27313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC40,180$922K0.03%-1,24513F-HRTimelineGroup
Compass Ion Advisors, LLC37,293$856K0.1%+6,37013F-HRTimeline
Conrad Siegel Investment Advisors, Inc.35,515$815K0.21%+99713F-HRTimeline
Granite Harbor Advisors, Inc.34,422$790K0.42%-1,64513F-HRTimeline
Element Wealth, LLC34,217$785K0.42%-28613F-HRTimeline
NOVEM GROUP32,741$751K0.11%-10,97213F-HRTimeline
Regal Investment Advisors LLC30,114$691K0.06%-1,55113F-HRTimeline
Trinity Wealth Management, LLC29,310$672K0.31%+72113F-HRTimeline
Richard P Slaughter Associates Inc28,790$660K0.15%+11,93713F-HRTimeline
CIBC WORLD MARKET INC.28,655$657K<0.01%013F-HRTimeline
Modera Wealth Management, LLC28,447$653K0.01%+4,36713F-HRTimeline
Private Advisor Group, LLC27,926$641K<0.01%-13,58413F-HRTimeline
Asset Dedication, LLC27,872$639K0.05%+11,74313F-HRTimeline
Beacon Pointe Advisors, LLC27,650$634K0.01%-53413F-HRTimeline
Belpointe Asset Management LLC27,232$625K0.03%-19,65413F-HRTimeline
Signature Wealth Management Group27,146$623K0.24%+8,36913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…26,963$619K0.02%013F-HRTimelineGroup
Snowden Capital Advisors LLC26,686$612K0.02%-293,00613F-HRTimeline
Savvy Advisors, Inc.26,162$600K0.06%+19613F-HRTimeline
DUNCKER STREETT & CO INC25,786$592K0.12%013F-HRTimeline
RFP Financial Group LLC25,729$590K0.24%new13F-HRTimeline
EVEXIA WEALTH LLC25,753$589K0.21%+76013F-HRTimeline
HRT FINANCIAL LP25,446$583K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.25,396$583K0.19%+4,37113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC24,994$573K0.01%+15,72613F-HRTimeline
Straight Path Wealth Management24,204$555K0.22%+1,60513F-HRTimeline
Koss-Olinger Consulting, LLC24,047$552K0.05%+58113F-HRTimeline
KFG WEALTH MANAGEMENT, LLC23,525$540K0.1%+4,09113F-HRTimeline
Madden Advisory Services, Inc.23,247$533K0.25%+17013F-HRTimeline
BCS Wealth Management22,800$523K0.13%+2,19313F-HRTimeline
Grant Street Asset Management, Inc.22,571$518K0.13%+14713F-HRTimeline
Washington Trust Advisors, Inc.22,310$512K0.05%new13F-HRTimeline
RVW Wealth, LLC22,090$507K0.05%+13513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…21,193$486K<0.01%+21,13913F-HRTimelineGroup
COMERICA BANK20,440$469K<0.01%+11,22813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC20,352$467K<0.01%-9,66013F-HRTimelineGroup
Greenfield Savings Bank19,801$454K0.22%-30513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC19,197$438K0.01%013F-HRTimelineGroup
Chesley Taft & Associates LLC18,600$427K0.02%013F-HRTimeline
Yoder Wealth Management, Inc.18,431$423K0.24%+8,80013F-HRTimeline
Crews Bank & Trust18,425$423K0.07%-90013F-HRTimeline
Focused Wealth Management, Inc18,351$421K0.06%+1,48813F-HRTimeline
CFS Investment Advisory Services, LLC17,560$403K0.04%+3,72013F-HRTimeline
HARBOUR INVESTMENTS, INC.17,265$396K0.01%+14,21313F-HRTimeline
Heartland Bank & Trust Co17,233$395K0.2%013F-HRTimeline
Berger Financial Group, Inc17,082$392K0.03%013F-HRTimeline
Physician Wealth Advisors, Inc.16,715$383K0.07%+2,29013F-HRTimeline
Dorsey & Whitney Trust CO LLC16,630$381K0.02%-29,82813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC16,501$379K0.03%+26113F-HRTimeline
TABLEAUX LLC16,041$368K0.27%new13F-HRTimeline
BEACON FINANCIAL PLANNING, INC15,971$366K0.21%+9313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP15,848$364K<0.01%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC15,585$358K0.02%new13F-HRTimeline
World Investment Advisors15,585$358K0.01%-1,42813F-HRTimeline
Towne Trust Company, N.A15,000$344K0.12%+6,95013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.14,700$337K<0.01%013F-HRTimelineGroup
Spectrum Asset Management, Inc. (NB/CA)14,544$334K0.15%+58813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,034$322K<0.01%-52,52413F-HR/ATimelineGroup
Blake Schutter Theil Wealth Advisors, L…13,915$319K0.36%+2,19113F-HRTimeline
4J Wealth Management LLC13,260$304K0.24%-6,55813F-HRTimeline