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Disclosery

IBTG ISHARES TR

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IBONDS 26 TRM TS (fund)

288 managers (292 13F filers) reported a position in IBTG shares at 2025-09-30, 76,723,053 shares in all. 28 filers opened a position and 15 filers sold out during the quarter.

Managers
288
13F filers
292
New
28
Added
154
Reduced
68
Sold out
15
Shares held by filers
76,723,053

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
HM PAYSON & CO5,513,732$127M1.82%+459,16813F-HRTimeline
NorthCoast Asset Management LLC4,993,207$115M0.45%-267,25013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,895,823$89.4M0.01%+90,73413F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,570,781$81.9M0.01%-72,84313F-HR/ATimelineGroup
Focus Partners Wealthgroup of 2 filers holding3,117,282$71.5M-43,462Timeline
BAILARD, INC.3,095,899$71.1M1.54%+2,970,82013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,396,398$55M0.01%-493,19313F-HRTimelineGroup
Capital Investment Advisors, LLC2,375,050$54.5M0.9%+38,65713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding2,151,538$49.4M+1,003,375Timeline
NewEdge Advisors, LLC1,904,405$43.7M0.2%+123,65613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,622,030$37.2M0.01%-156,29413F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,503,187$34.5M0.01%-10,67413F-HRTimelineGroup
LPL Financial LLC1,498,921$34.4M0.01%+293,02913F-HRTimeline
Financial Advisory Corp1,486,879$34.1M5.02%+66,34613F-HRTimeline
SUMMITRY LLC1,478,184$33.9M1.43%+22,63413F-HRTimeline
Integrated Wealth Concepts LLC1,419,927$32.6M0.29%+75,29113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,331,030$30.5M0.22%+656,25513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,257,685$28.9M0.05%+606,46113F-HRTimeline
Connecticut Wealth Management, LLC1,039,566$23.9M1.06%+204,29013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,020,998$23.4M0.37%+273,85613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC1,005,894$23.1M0.41%+17,93813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC998,650$22.9M0.01%-129,93613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…823,662$18.9M0.01%+38,90913F-HRTimelineGroup
Krilogy Financial LLC809,444$18.5M0.7%+141,59113F-HRTimeline
Carnegie Investment Counsel793,149$18.2M0.34%+58,65813F-HRTimeline
Denver PWM, LLC780,983$17.9M5.58%+14113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.694,294$15.9M0.02%+21,73313F-HRTimelineGroup
Heartwood Wealth Advisors LLC693,415$15.9M1.49%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.594,883$13.7M1.31%+4,41613F-HRTimeline
MKT Advisors LLC556,032$12.7M4.74%+5,66213F-HRTimeline
Scissortail Wealth Management, LLC498,827$11.4M2.5%+5,67713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA497,993$11.4M<0.01%+15,16113F-HRTimelineGroup
Wealth Management Strategies, Inc.491,741$11.3M5.59%+32,46013F-HRTimeline
Delta Wealth Advisors LLC482,462$11.1M8.66%+22,71413F-HRTimeline
Apella Capital, LLC477,386$10.9M0.24%+52,90513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC472,307$10.8M0.01%-25,10013F-HRTimeline
Asset Advisors Investment Management, L…442,901$10.2M0.96%+96,73213F-HRTimeline
Strategic Blueprint, LLC435,922$10M0.44%+86,04213F-HRTimeline
Baltimore-Washington Financial Advisors…430,507$9.88M0.42%-4,61313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP421,584$9.68M0.01%-21,85913F-HRTimelineGroup
Global Retirement Partners, LLC413,920$9.5M0.21%+103,62913F-HRTimeline
Sanctuary Advisors, LLC406,713$9.33M0.05%+1,20413F-HR/ATimeline
Stephens Consulting, LLC391,408$8.98M3.1%-15,21513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.389,194$8.93M0.01%+21,80513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC387,057$8.88M0.01%+182,33513F-HRTimelineGroup
HighTower Advisors, LLC369,209$8.47M0.01%-3,63113F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC366,533$8.41M2.56%+154,97813F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC354,835$8.14M3.79%+25,50613F-HRTimeline
McGuire Investment Group, LLC350,888$8.05M0.91%+32,70213F-HRTimeline
Financial Engines Advisors L.L.C.333,618$7.66M0.01%-7,04413F-HRTimeline
Janney Montgomery Scott LLC328,967$7.55M0.02%+26,78613F-HRTimeline
CENTRAL TRUST Co326,533$7.49M0.16%+29,34213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC323,767$7.43M0.65%+23,49013F-HRTimeline
Mesirow Financial Investment Management…297,561$6.83M0.12%-2,02213F-HRTimeline
Steward Partners Investment Advisory, L…294,063$6.75M0.04%+15,62413F-HRTimeline
Midwest Professional Planners, LTD.293,258$6.73M1.64%+30,83513F-HRTimeline
Sound View Wealth Advisors Group, LLC291,746$6.7M0.46%+50,47413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC286,564$6.56M<0.01%+76,43013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…248,828$5.71M0.01%+230,92713F-HRTimelineGroup
KOM Wealth Management Group, LLC247,495$5.68M4.29%+4,97113F-HRTimeline
Eldridge Investment Advisors, Inc.241,835$5.53M1.26%+47,05613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC239,414$5.49M0.02%-2,41513F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC238,581$5.47M0.35%+12,20213F-HRTimeline
Atlantic Private Wealth, LLC238,147$5.47M3.53%+43,22713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.231,842$5.32M0.22%+7,81413F-HRTimeline
Prospera Financial Services Inc217,747$5M0.09%+21,33113F-HRTimeline
D.A. DAVIDSON & CO.212,852$4.88M0.03%+10,17913F-HRTimeline
REBALANCE, LLC204,324$4.69M0.28%+36,18013F-HRTimeline
Americana Partners, LLC193,109$4.43M0.13%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC180,750$4.15M0.07%-19,77613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC178,712$4.1M0.01%+2,45513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…178,851$4.1M0.01%+2,09713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS175,000$4.02M0.01%+41613F-HRTimeline
Private Advisor Group, LLC170,870$3.92M0.02%+2,33813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.167,368$3.84M<0.01%-17,76113F-HRTimelineGroup
MAI Capital Management166,730$3.83M0.02%+1,40013F-HRTimeline
Probity Advisors, Inc.166,306$3.82M0.62%+5,85113F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC164,988$3.79M0.14%+7,32713F-HRTimeline
Stockman Wealth Management, Inc.156,529$3.59M0.45%+7,48413F-HRTimeline
SIGNATUREFD, LLC149,508$3.43M0.05%-92913F-HRTimeline
Accretive Wealth Partners, LLC143,482$3.29M1%+2,97813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding143,304$3.29M+8,709Timeline
Cetera Investment Advisers141,917$3.26M<0.01%+6,80213F-HRTimeline
Wealthspire Advisors, LLC140,136$3.22M0.02%+4,56313F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.134,486$3.09M2.25%+10,66613F-HRTimeline
Allworth Financial LP127,948$2.94M0.01%-7,02713F-HRTimeline
Valmark Advisers, Inc.124,706$2.86M0.04%-13,49113F-HRTimeline
Lantz Financial LLC123,455$2.83M0.63%-21713F-HRTimeline
COUNTRY CLUB BANK118,578$2.72M0.16%-12,21513F-HRTimeline
Portland Global Advisors LLC117,607$2.7M0.3%+7,55213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC110,972$2.55M0.02%+12,29613F-HRTimelineGroup
Atria Investments, Inc103,752$2.38M0.03%+1,50513F-HRTimeline
Hughes Financial Services, LLC102,460$2.35M0.37%+4,09013F-HRTimeline
SCS Capital Management LLC101,223$2.32M0.03%+19713F-HRTimeline
CWM, LLCin group CWM, LLC97,783$2.24M0.01%+15,89813F-HRTimelineGroup
Cambridge Investment Research Advisors,…96,665$2.22M0.01%-4,09713F-HRTimeline
TFR Capital, LLC.93,706$2.15M0.72%+9,36013F-HRTimeline
IFP Advisors, Inc92,657$2.13M0.06%-49,56713F-HR/ATimeline
GOULD ASSET MANAGEMENT LLC /CA/91,733$2.11M0.39%+1,30013F-HRTimeline
Wealth Watch Advisors, INC91,640$2.1M0.87%new13F-HRTimeline
Old Port Advisors90,200$2.07M0.52%-7,53013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp89,440$2.05M0.05%+7,14913F-HRTimelineGroup
Sunbeam Capital Management, LLC87,148$2M1.24%+1,78913F-HRTimeline
Northstar Group, Inc.84,896$1.95M0.28%+1,10013F-HRTimeline
Keeler Thomas Management LLC80,308$1.84M0.75%-1,02413F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC79,276$1.82M0.39%-22913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management75,925$1.74M0.02%+8,90413F-HRTimelineGroup
MONTAG A & ASSOCIATES INC75,485$1.73M0.08%+6,52013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC74,253$1.7M<0.01%+63,57013F-HRTimelineGroup
Montecito Bank & Trust70,165$1.61M0.25%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC69,243$1.59M0.1%+20,24913F-HRTimeline
Creative Planningin group Creative Planning68,841$1.58M<0.01%-19,40913F-HRTimelineGroup
True Link Financial Advisors, LLC66,863$1.53M0.1%-24,31813F-HRTimeline
Foundry Financial Group, Inc.66,511$1.53M0.8%+12,33613F-HRTimeline
Stonebridge Financial Group, LLC66,425$1.52M0.13%-323,24813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC65,653$1.51M0.09%-7,38913F-HRTimeline
Asset Dedication, LLC64,509$1.48M0.1%+33,57113F-HRTimeline
Trust Co64,265$1.47M0.15%-2,46913F-HRTimeline
Reliant Wealth Planning63,964$1.47M0.48%+6,23613F-HRTimeline
Summit Wealth Partners, LLC63,948$1.47M0.26%+5013F-HRTimeline
Heartland Bank & Trust Co63,074$1.45M0.6%+44,42413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…63,280$1.45M0.12%013F-HRTimeline
Klaas Financial Asset Advisors, LLC62,544$1.44M0.22%-6,07713F-HRTimeline
TD Waterhouse Canada Inc.62,388$1.43M0.01%013F-HRTimeline
Cannon Financial Strategists, Inc.62,075$1.42M0.2%+55613F-HRTimeline
Austin Private Wealth, LLC61,999$1.42M0.11%-3,50813F-HRTimeline
Avantax Planning Partners, Inc.57,909$1.33M0.04%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…57,495$1.32M0.04%new13F-HRTimelineGroup
Essential Planning, LLC.57,110$1.31M0.45%-4,53613F-HRTimeline
Black Swift Group, LLC56,245$1.29M0.23%-47,05513F-HRTimeline
FULLCIRCLE WEALTH LLC55,070$1.26M0.44%-3,40413F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP54,755$1.26M0.01%-1,90913F-HR/ATimelineGroup
Modera Wealth Management, LLC52,910$1.21M0.01%+24,46313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC52,230$1.2M0.03%-1,45013F-HRTimelineGroup
PSI Advisors, LLC48,708$1.12M0.29%new13F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC47,667$1.09M0.62%+40613F-HRTimeline
Horizons Wealth Management47,471$1.09M0.75%+91913F-HRTimeline
Belpointe Asset Management LLC47,289$1.09M0.04%-97,10813F-HRTimeline
Merit Financial Group, LLC46,285$1.06M0.01%+2,27513F-HR/ATimeline
MONEY CONCEPTS CAPITAL CORP46,186$1.06M0.07%+20,71513F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC46,163$1.06M0.59%+1,12413F-HRTimeline
Compass Ion Advisors, LLC45,924$1.05M0.1%+98613F-HRTimeline
Mill Creek Capital Advisors, LLC45,880$1.05M0.02%013F-HRTimeline
Modern Wealth Management, LLC44,242$1.02M0.02%+29,60413F-HRTimeline
Fourth Dimension Wealth, LLC43,583$1M0.38%+2,30713F-HRTimeline
BARRETT & COMPANY, INC.42,755$981K0.34%+13013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.39,983$918K0.01%-10,87013F-HRTimelineGroup
Element Wealth, LLC37,788$867K0.38%-70013F-HRTimeline
High Note Wealth, LLC36,836$845K0.17%+12,50213F-HRTimeline
Granite Harbor Advisors, Inc.35,839$823K0.35%+50013F-HRTimeline
Trinity Wealth Management, LLC35,392$812K0.3%+3,51213F-HRTimeline
KFG WEALTH MANAGEMENT, LLC34,807$799K0.12%+10,05113F-HRTimeline
CIBC WORLD MARKET INC.28,655$658K<0.01%013F-HRTimeline
Snowden Capital Advisors LLC28,435$653K0.02%+1,74913F-HRTimeline
Beacon Pointe Advisors, LLC28,249$648K0.01%+1,40013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…27,833$639K0.02%-87913F-HRTimelineGroup
Savvy Advisors, Inc.27,828$639K0.03%+77113F-HRTimeline
Pure Financial Advisors, LLC27,329$627K0.01%+2,66013F-HRTimeline
Straight Path Wealth Management27,185$624K0.17%+2,51113F-HRTimeline
Madden Advisory Services, Inc.26,090$599K0.23%+1,69813F-HRTimeline
Pinnacle Bancorp, Inc.25,396$583K0.17%013F-HRTimeline
Koss-Olinger Consulting, LLC24,382$559K0.05%013F-HRTimeline
DUNCKER STREETT & CO INC24,342$559K0.1%-1,44413F-HRTimeline
Dorsey & Whitney Trust CO LLC23,465$539K0.03%+9,21013F-HRTimeline
GTS SECURITIES LLC23,221$533K0.02%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC23,078$530K0.01%-1,91613F-HRTimeline
Grant Street Asset Management, Inc.23,039$529K0.11%+23513F-HRTimeline
HARBOUR INVESTMENTS, INC.22,667$520K0.01%+3,85813F-HRTimeline
RVW Wealth, LLC22,461$515K0.04%+20413F-HRTimeline
RFP Financial Group LLC22,433$515K0.21%-6,19913F-HRTimeline
Regal Investment Advisors LLC22,294$512K0.03%-4,09113F-HRTimeline
TABLEAUX LLC22,095$507K0.2%+94113F-HRTimeline
Yoder Wealth Management, Inc.21,831$501K0.24%+3,40013F-HRTimeline
Conrad Siegel Investment Advisors, Inc.21,362$490K0.1%+20213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…21,193$486K<0.01%013F-HRTimelineGroup
Signature Wealth Management Group21,001$482K0.19%-5,79613F-HRTimeline
Robertson Stephens Wealth Management, L…21,000$482K0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.20,805$477K0.04%-1,57213F-HRTimeline
Greenfield Savings Bank20,730$476K0.2%+1,13513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,387$468K<0.01%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC20,278$465K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20,052$460K0.01%-3113F-HRTimelineGroup
CNB Bank20,022$460K0.19%new13F-HRTimeline
Independent Advisor Alliance19,993$459K0.01%+7,70413F-HRTimeline
Focused Wealth Management, Inc19,710$452K0.05%+66313F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)18,983$436K0.15%+33513F-HRTimeline
Csenge Advisory Group18,878$433K0.02%new13F-HRTimeline
Crews Bank & Trust18,740$430K0.06%-1,31013F-HRTimeline
Chesley Taft & Associates LLC18,600$427K0.02%013F-HRTimeline
Penobscot Investment Management Company…17,500$402K0.03%+1,50013F-HRTimeline
Koshinski Asset Management, Inc.17,157$394K0.03%+72513F-HRTimeline
CFS Investment Advisory Services, LLC17,067$392K0.03%-46913F-HRTimeline
NOVEM GROUP16,929$389K0.05%-17,90913F-HRTimeline
Physician Wealth Advisors, Inc.16,715$384K0.05%013F-HRTimeline
Leo Wealth, LLC16,701$383K0.05%-16,75713F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…16,533$379K0.02%+5,35813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC16,501$379K0.03%013F-HRTimeline
BEACON FINANCIAL PLANNING, INC16,181$371K0.19%+10613F-HRTimeline
Towne Trust Company, N.A16,000$367K0.12%+1,00013F-HRTimeline
Visionary Wealth Advisors15,861$364K0.02%+3,79213F-HRTimeline