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Disclosery

IBTG ISHARES TR

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IBONDS 26 TRM TS (fund)

279 managers (282 13F filers) reported a position in IBTG shares at 2025-06-30, 69,599,808 shares in all. 29 filers opened a position and 10 filers sold out during the quarter.

Managers
279
13F filers
282
New
29
Added
137
Reduced
71
Sold out
10
Shares held by filers
69,599,808

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
NorthCoast Asset Management LLC5,260,457$121M0.52%+678,86913F-HRTimeline
HM PAYSON & CO5,054,564$116M1.84%+340,73513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,805,089$87.3M0.01%-131,22913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,643,624$83.5M0.01%+398,37913F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth3,160,744$72.5M0.16%+111,34313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,889,591$66.3M0.01%+130,25213F-HRTimelineGroup
Capital Investment Advisors, LLC2,336,393$53.6M0.96%-14,59413F-HR/ATimeline
NewEdge Advisors, LLC1,780,749$40.8M0.21%-69,85313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,778,324$40.8M0.01%+577,68613F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,513,861$34.7M0.01%-65,19013F-HRTimelineGroup
SUMMITRY LLC1,455,550$33.4M1.51%+56,13213F-HRTimeline
Financial Advisory Corp1,420,533$32.6M5%+12,12913F-HRTimeline
Integrated Wealth Concepts LLC1,344,636$30.8M0.31%+96,49513F-HRTimeline
LPL Financial LLC1,205,892$27.7M0.01%+121,50313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding1,148,163$26.3M+397,927Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,128,586$25.9M0.01%+250,22413F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC987,956$22.7M0.45%+17,09913F-HRTimelineGroup
Connecticut Wealth Management, LLC835,276$19.2M0.91%+427,10313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…784,753$18M0.01%+37,44313F-HRTimelineGroup
Denver PWM, LLC780,842$17.9M5.58%+102,08913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC747,142$17.1M0.29%+77,02813F-HRTimeline
Carnegie Investment Counsel734,491$16.8M0.34%+61,46413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…674,775$15.5M0.13%+318,22313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.672,561$15.4M0.03%-39,66613F-HR/ATimelineGroup
Krilogy Financial LLC667,853$15.3M0.88%+19,33313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV651,224$14.9M0.03%+192,34513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.590,467$13.5M1.39%-8,07913F-HRTimeline
MKT Advisors LLC550,370$12.6M4.98%+16,79413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC497,407$11.4M0.02%+21,32313F-HRTimeline
Scissortail Wealth Management, LLC493,150$11.3M2.72%+9,14913F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …490,666$11.2M0.8%+260,35513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA482,832$11.1M<0.01%+3,84913F-HR/ATimelineGroup
Delta Wealth Advisors LLC459,748$10.5M8.83%-39,09013F-HRTimeline
Wealth Management Strategies, Inc.459,281$10.5M5.66%+66,71913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP443,443$10.2M0.01%-27,69013F-HRTimelineGroup
Baltimore-Washington Financial Advisors…435,120$9.98M0.46%-47,48813F-HRTimeline
Apella Capital, LLC424,481$9.7M0.26%+56,45713F-HRTimeline
Stephens Consulting, LLC406,623$9.32M2.23%+4,46213F-HRTimeline
Sanctuary Advisors, LLC405,509$9.3M0.06%+19,94313F-HRTimeline
Stonebridge Financial Group, LLC389,673$8.94M0.87%+10,89113F-HRTimeline
HighTower Advisors, LLC372,840$8.55M0.01%-1,40313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.367,389$8.42M0.01%+57,62513F-HRTimelineGroup
Strategic Blueprint, LLC349,880$8.02M0.39%+68,76513F-HRTimeline
Asset Advisors Investment Management, L…346,169$7.94M0.78%+48,82013F-HRTimeline
Financial Engines Advisors L.L.C.340,662$7.81M0.02%-42,11813F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC329,329$7.55M3.81%+16,33113F-HRTimeline
McGuire Investment Group, LLC318,186$7.3M0.93%new13F-HRTimeline
Global Retirement Partners, LLC310,291$7.11M0.18%13F-HRTimeline
Janney Montgomery Scott LLC302,181$6.93M0.02%+41,67013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC300,277$6.89M0.69%+18,55013F-HRTimeline
Mesirow Financial Investment Management…299,583$6.87M0.13%-66013F-HRTimeline
CENTRAL TRUST Co297,191$6.81M0.16%+21,79613F-HRTimeline
Steward Partners Investment Advisory, L…278,439$6.38M0.05%-118,67513F-HRTimeline
EIGHT 31 FINANCIAL, LLC267,196$6.13M4.05%+6,42813F-HRTimeline
Midwest Professional Planners, LTD.262,423$6.02M1.58%+43,79713F-HRTimeline
KOM Wealth Management Group, LLC242,524$5.56M4.41%-13,04613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC241,829$5.55M0.03%-10,87913F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC241,272$5.53M0.41%new13F-HRTimeline
BOSTON FAMILY OFFICE LLC226,379$5.19M0.34%+25,49113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.224,028$5.14M0.23%-18,07813F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC211,555$4.85M1.67%+166,55513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC210,134$4.82M<0.01%-68,72413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC204,722$4.69M0.01%+22,44113F-HRTimelineGroup
D.A. DAVIDSON & CO.202,673$4.65M0.03%-50,81913F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC200,526$4.6M0.08%+7,26813F-HRTimelineGroup
Prospera Financial Services Inc196,416$4.5M0.08%+82,29313F-HRTimeline
Atlantic Private Wealth, LLC194,920$4.47M3%+65,48913F-HRTimeline
Eldridge Investment Advisors, Inc.194,779$4.45M0.93%+2,53313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.185,129$4.25M<0.01%+31,72613F-HRTimelineGroup
Atria Wealth Solutions, Inc.179,051$4.11M0.09%-12,44013F-HRTimeline
MML INVESTORS SERVICES, LLC176,257$4.04M0.01%+8,76113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…176,754$4.04M0.01%+20,85513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS174,584$4M0.01%+8,40713F-HRTimeline
Flavin Financial Services, Inc.173,485$3.98M3.86%-3,88413F-HR/ATimeline
Private Advisor Group, LLC168,532$3.86M0.02%+140,60613F-HRTimeline
REBALANCE, LLC168,144$3.86M0.26%+98,48013F-HRTimeline
MAI Capital Management165,330$3.79M0.03%+87513F-HRTimeline
Probity Advisors, Inc.160,455$3.68M0.65%+7,14313F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC157,661$3.62M0.15%+12,29313F-HRTimeline
SIGNATUREFD, LLC150,437$3.45M0.06%+59,83613F-HRTimeline
Stockman Wealth Management, Inc.149,045$3.42M0.46%+7,84113F-HRTimeline
Belpointe Asset Management LLC144,397$3.31M0.14%+117,16513F-HRTimeline
IFP Advisors, Inc142,224$3.26M0.09%-1,80613F-HRTimeline
Accretive Wealth Partners, LLC140,504$3.22M1.06%+9,19213F-HRTimeline
Valmark Advisers, Inc.138,197$3.17M0.04%+10,35813F-HRTimeline
Wealthspire Advisors, LLC135,573$3.11M0.02%-1,26813F-HRTimeline
Cetera Investment Advisers135,115$3.1M0.01%+2,09013F-HRTimeline
Allworth Financial LP134,975$3.09M0.01%+38,98313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding134,595$3.09M-39,881Timeline
COUNTRY CLUB BANK130,793$3M0.19%-6,26013F-HRTimeline
BAILARD, INC.125,079$2.87M0.07%-534,52813F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.123,820$2.84M2.19%+4,36213F-HRTimeline
Lantz Financial LLC123,672$2.84M0.71%+9,55413F-HRTimeline
Portland Global Advisors LLC110,055$2.52M0.3%+8,76713F-HRTimeline
Black Swift Group, LLC103,300$2.37M0.48%-1,15013F-HRTimeline
Atria Investments, Inc102,247$2.34M0.03%+3,47913F-HRTimeline
SCS Capital Management LLC101,026$2.32M0.03%+19513F-HRTimeline
Cambridge Investment Research Advisors,…100,762$2.31M0.01%-70613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC98,676$2.26M0.02%+5,06213F-HRTimelineGroup
Hughes Financial Services, LLC98,370$2.25M0.39%+3,21113F-HRTimeline
Old Port Advisors97,730$2.24M0.61%-13,74813F-HRTimeline
True Link Financial Advisors, LLC91,181$2.09M0.14%new13F-HRTimeline
STAR Financial Bank90,746$2.08M1.32%+8,02413F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/90,433$2.07M0.41%+4,46013F-HRTimeline
Creative Planningin group Creative Planning88,250$2.02M<0.01%+1,27513F-HRTimelineGroup
Sunbeam Capital Management, LLC85,359$1.96M1.48%+76413F-HRTimeline
TFR Capital, LLC.84,346$1.93M0.7%+16,44413F-HR/ATimeline
Northstar Group, Inc.83,796$1.92M0.3%+14,76613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp82,291$1.89M0.05%+6,42713F-HRTimelineGroup
CWM, LLCin group CWM, LLC81,885$1.88M0.01%+8,56213F-HRTimelineGroup
Keeler Thomas Management LLC81,332$1.86M0.8%-30,97413F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC79,505$1.82M0.4%-1,15513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC73,042$1.67M0.12%-8,13913F-HRTimeline
MONTAG A & ASSOCIATES INC68,965$1.58M0.08%-12,58413F-HRTimeline
Klaas Financial Asset Advisors, LLC68,621$1.57M0.25%-5,30713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management67,021$1.54M0.02%+4,25213F-HRTimelineGroup
Trust Co66,734$1.53M0.17%-7,81913F-HRTimeline
Austin Private Wealth, LLC65,507$1.5M0.12%+7,79113F-HRTimeline
Orion Porfolio Solutions, LLC65,467$1.5M0.01%-1,70513F-HR/ATimeline
Summit Wealth Partners, LLC63,898$1.47M0.28%+4,42413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…63,280$1.45M0.12%013F-HRTimeline
TD Waterhouse Canada Inc.62,388$1.42M0.01%013F-HRTimeline
Essential Planning, LLC.61,646$1.41M0.53%-10,76113F-HRTimeline
Cannon Financial Strategists, Inc.61,519$1.41M0.22%+60313F-HRTimeline
FULLCIRCLE WEALTH LLC58,474$1.34M0.5%-66813F-HRTimeline
Avantax Planning Partners, Inc.57,909$1.33M0.04%-2,01713F-HRTimeline
Reliant Wealth Planning57,728$1.32M0.52%+2,41213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP56,664$1.3M0.01%+1,90913F-HRTimelineGroup
Foundry Financial Group, Inc.54,175$1.24M0.71%-7,59113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC53,680$1.23M0.03%+13,50013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.50,853$1.17M0.01%-7,00713F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC48,994$1.12M0.08%-6,79113F-HRTimeline
Sigma Planning Corp48,542$1.11M0.03%-78313F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC47,261$1.08M0.69%+1,61413F-HRTimeline
Horizons Wealth Management46,552$1.07M0.77%-4713F-HRTimeline
Mill Creek Capital Advisors, LLC45,880$1.05M0.02%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …45,174$1.04M0.01%+15913F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC45,039$1.03M0.7%+3,10113F-HRTimeline
Compass Ion Advisors, LLC44,938$1.03M0.11%+7,64513F-HRTimeline
Merit Financial Group, LLC44,010$1.01M0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.42,625$977K0.37%+613F-HRTimeline
Fourth Dimension Wealth, LLC41,276$946K0.4%+31,90413F-HRTimeline
Element Wealth, LLC38,488$883K0.41%+4,27113F-HRTimeline
Richard P Slaughter Associates Inc35,425$812K0.17%+6,63513F-HRTimeline
Granite Harbor Advisors, Inc.35,339$810K0.38%+91713F-HRTimeline
NOVEM GROUP34,838$799K0.1%+2,09713F-HRTimeline
Leo Wealth, LLC33,458$767K0.06%-12,08913F-HRTimeline
Trinity Wealth Management, LLC31,880$731K0.29%+2,57013F-HRTimeline
Asset Dedication, LLC30,938$709K0.05%+3,06613F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…28,712$658K0.02%+1,74913F-HRTimelineGroup
CIBC WORLD MARKET INC.28,655$657K<0.01%013F-HRTimeline
RFP Financial Group LLC28,632$657K0.27%+2,90313F-HRTimeline
Modera Wealth Management, LLC28,447$652K0.01%013F-HRTimeline
Savvy Advisors, Inc.27,057$620K0.04%+89513F-HRTimeline
Beacon Pointe Advisors, LLC26,849$616K0.01%-80113F-HRTimeline
Signature Wealth Management Group26,797$614K0.24%-34913F-HRTimeline
Snowden Capital Advisors LLC26,686$612K0.02%013F-HRTimeline
Regal Investment Advisors LLC26,385$605K0.05%-3,72913F-HRTimeline
DUNCKER STREETT & CO INC25,786$591K0.11%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP25,471$584K0.04%+12,73913F-HRTimeline
Pinnacle Bancorp, Inc.25,396$582K0.18%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC24,994$573K0.01%013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC24,756$568K0.09%+1,23113F-HRTimeline
Straight Path Wealth Management24,674$566K0.19%+47013F-HRTimeline
Pure Financial Advisors, LLC24,669$566K0.01%new13F-HRTimeline
Madden Advisory Services, Inc.24,392$559K0.24%+1,14513F-HRTimeline
Koss-Olinger Consulting, LLC24,382$559K0.05%+33513F-HRTimeline
High Note Wealth, LLC24,334$558K0.13%new13F-HRTimeline
Grant Street Asset Management, Inc.22,804$523K0.12%+23313F-HRTimeline
Washington Trust Advisors, Inc.22,377$513K0.04%+6713F-HRTimeline
RVW Wealth, LLC22,257$510K0.04%+16713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…21,193$486K<0.01%013F-HRTimelineGroup
Conrad Siegel Investment Advisors, Inc.21,160$485K0.11%-14,35513F-HRTimeline
TABLEAUX LLC21,154$485K0.28%+5,11313F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC20,278$465K<0.01%-7413F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20,083$461K0.01%+88613F-HRTimelineGroup
Crews Bank & Trust20,050$460K0.07%+1,62513F-HRTimeline
Greenfield Savings Bank19,595$449K0.2%-20613F-HRTimeline
Focused Wealth Management, Inc19,047$437K0.05%+69613F-HRTimeline
HARBOUR INVESTMENTS, INC.18,809$431K0.01%+1,54413F-HRTimeline
Heartland Bank & Trust Co18,650$428K0.2%+1,41713F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)18,648$428K0.19%+4,10413F-HRTimeline
Chesley Taft & Associates LLC18,600$426K0.02%013F-HRTimeline
Yoder Wealth Management, Inc.18,431$423K0.22%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,901$410K<0.01%-119,94413F-HR/ATimelineGroup
CFS Investment Advisory Services, LLC17,536$402K0.03%-2413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,922$388K<0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.16,715$383K0.06%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC16,501$378K0.03%013F-HRTimeline
Koshinski Asset Management, Inc.16,432$377K0.03%new13F-HRTimeline
Berger Financial Group, Inc16,292$374K0.02%-79013F-HRTimeline
BEACON FINANCIAL PLANNING, INC16,075$369K0.21%+10413F-HRTimeline
Penobscot Investment Management Company…16,000$367K0.03%new13F-HRTimeline
FLOW TRADERS U.S. LLC15,664$359K0.01%+7913F-HRTimeline
World Investment Advisors15,606$358K0.01%+2113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC15,021$344K<0.01%new13F-HR/ATimelineGroup
Towne Trust Company, N.A15,000$344K0.12%013F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.14,700$337K<0.01%013F-HRTimelineGroup
Modern Wealth Management, LLC14,638$336K0.01%new13F-HR/ATimeline
EVEXIA WEALTH LLC14,431$330K0.1%-11,32213F-HRTimeline