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Disclosery

IBTG ISHARES TR

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IBONDS 26 TRM TS (fund)

308 managers (312 13F filers) reported a position in IBTG shares at 2025-12-31, 85,092,021 shares in all. 33 filers opened a position and 17 filers sold out during the quarter.

Managers
308
13F filers
312
New
33
Added
171
Reduced
64
Sold out
17
Shares held by filers
85,092,021

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 & CO6,558,915$150M2.12%+1,045,18313F-HRTimeline
NorthCoast Asset Management LLC4,714,898$108M2.39%-278,30913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,975,244$90.9M0.01%+79,42113F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,973,966$90.9M0.01%+403,18513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,842,417$65M0.1%+1,584,73213F-HRTimeline
BAILARD, INC.2,824,210$64.6M1.43%-271,68913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,511,781$57.5M0.01%+115,38313F-HRTimelineGroup
Capital Investment Advisors, LLC2,488,875$56.9M0.87%+113,82513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,270,001$51.9M0.02%+647,97113F-HRTimelineGroup
LPL Financial LLC2,249,853$51.5M0.01%+750,93213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding2,129,141$48.7M-22,397Timeline
NewEdge Advisors, LLC1,817,907$41.6M0.15%-86,49813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,686,300$38.6M0.23%+355,27013F-HRTimelineGroup
Financial Advisory Corp1,624,264$37.2M5.4%+137,38513F-HRTimeline
UBS Group AGgroup of 2 filers holding1,589,342$36.4M+86,155Timeline
SUMMITRY LLC1,522,715$34.8M1.45%+44,53113F-HRTimeline
Integrated Wealth Concepts LLC1,467,977$33.6M0.4%+48,05013F-HRTimeline
Connecticut Wealth Management, LLC1,327,463$30.4M1.32%+287,89713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC1,074,034$24.6M0.43%+68,14013F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,059,220$24.2M0.37%+38,22213F-HRTimeline
Carnegie Investment Counsel877,139$20.1M0.37%+83,99013F-HRTimeline
Krilogy Financial LLC867,383$19.9M0.68%+57,93913F-HRTimeline
Horizon Advisory Services, Inc.860,483$19.7M9.96%new13F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC822,855$18.8M5.82%+456,32213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.789,197$18.1M0.03%+94,90313F-HRTimelineGroup
Denver PWM, LLC780,983$17.9M5.98%013F-HRTimeline
Apella Capital, LLC766,927$17.5M0.35%+289,54113F-HRTimeline
MKT Advisors LLC755,316$17.3M5.9%+199,28413F-HRTimeline
Heartwood Wealth Advisors LLC708,473$16.2M1.49%+15,05813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.659,601$15.1M1.45%+64,71813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…624,750$14.3M0.01%-198,91213F-HR/ATimelineGroup
Focus Partners Wealthgroup of 2 filers holding588,408$13.5M-2,528,874Timeline
CWM, LLCin group CWM, LLC562,434$12.9M0.03%+464,65113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC532,095$12.2M0.02%+59,78813F-HRTimeline
Scissortail Wealth Management, LLC526,067$12M2.74%+27,24013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA519,265$11.9M<0.01%+21,27213F-HRTimelineGroup
Wealth Management Strategies, Inc.518,098$11.9M5.46%+26,35713F-HRTimeline
Sound View Wealth Advisors Group, LLC494,443$11.3M0.76%+202,69713F-HRTimeline
Delta Wealth Advisors LLC492,638$11.3M9.43%+10,17613F-HRTimeline
Asset Advisors Investment Management, L…474,139$10.8M1%+31,23813F-HRTimeline
BIP Wealth, LLC461,910$10.6M0.37%new13F-HRTimeline
Global Retirement Partners, LLC461,906$10.6M0.19%+47,98613F-HRTimeline
Juno Financial Group LLC460,294$10.5M4.21%13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.457,326$10.5M0.02%+68,13213F-HRTimelineGroup
Baltimore-Washington Financial Advisors…451,747$10.3M0.43%+21,24013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC448,425$10.3M0.25%+396,19513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP446,629$10.2M0.01%+25,04513F-HRTimelineGroup
Sanctuary Advisors, LLC419,785$9.6M0.05%+13,07213F-HRTimeline
Cornerstone Planning, LLC407,892$9.34M2.17%13F-HRTimeline
Mariner, LLCin group Mariner, LLC405,997$9.29M0.01%+18,94013F-HRTimelineGroup
Stephens Consulting, LLC397,664$9.1M2.94%+6,25613F-HRTimeline
Financial Engines Advisors L.L.C.396,586$9.07M0.02%+62,96813F-HRTimeline
Janney Montgomery Scott LLC396,356$9.07M0.02%+67,38913F-HRTimeline
McGuire Investment Group, LLC390,806$8.94M0.96%+39,91813F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC376,011$8.6M3.75%+21,17613F-HRTimeline
HighTower Advisors, LLC341,310$7.81M0.01%-27,89913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC334,631$7.65M0.62%+10,86413F-HRTimeline
Midwest Professional Planners, LTD.323,594$7.4M1.75%+30,33613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…320,738$7.33M0.01%+71,91013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC319,181$7.3M<0.01%+32,61713F-HRTimelineGroup
PSI Advisors, LLC312,794$7.16M1.8%+264,08613F-HRTimeline
Eldridge Investment Advisors, Inc.308,953$7.07M1.56%+67,11813F-HRTimeline
CENTRAL TRUST Co292,852$6.7M0.13%-33,68113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.277,468$6.35M<0.01%+110,10013F-HRTimelineGroup
Asset Dedication, LLC271,240$6.2M0.41%+206,73113F-HRTimeline
Trinity Wealth Management, LLC258,390$5.91M2.18%+222,99813F-HRTimeline
REBALANCE, LLC258,063$5.9M0.35%+53,73913F-HRTimeline
Atlantic Private Wealth, LLC255,888$5.85M3.74%+17,74113F-HRTimeline
KOM Wealth Management Group, LLC244,141$5.58M3.95%-3,35413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.241,706$5.53M0.23%+9,86413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC239,564$5.5M0.02%+15013F-HRTimelineGroup
Prospera Financial Services Inc225,918$5.17M0.08%+8,17113F-HRTimeline
BOSTON FAMILY OFFICE LLC220,514$5.04M0.32%-18,06713F-HRTimeline
Parkside Financial Bank & Trust218,579$5M0.37%new13F-HRTimeline
Archer Investment Corp213,686$4.89M1.1%new13F-HRTimeline
Probity Advisors, Inc.209,102$4.78M0.77%+42,79613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC208,615$4.77M<0.01%-790,03513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS206,708$4.73M0.01%+31,70813F-HRTimeline
Americana Partners, LLC192,574$4.41M0.12%-53513F-HRTimeline
MML INVESTORS SERVICES, LLC191,620$4.38M0.01%+12,90813F-HRTimeline
D.A. DAVIDSON & CO.190,610$4.36M0.03%-22,24213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…188,574$4.32M0.01%+9,72313F-HRTimeline
Private Advisor Group, LLC175,123$4.01M0.02%+4,25313F-HRTimeline
Stockman Wealth Management, Inc.174,836$4M0.47%+18,30713F-HR/ATimeline
Belpointe Asset Management LLC174,769$4M0.14%+127,48013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC171,021$3.91M0.06%-9,72913F-HRTimelineGroup
MAI Capital Management170,497$3.9M0.02%+3,76713F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC167,255$3.83M0.15%+2,26713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding166,028$3.8M+22,724Timeline
SIGNATUREFD, LLC160,879$3.68M0.06%+11,37113F-HRTimeline
Wealthspire Advisors, LLC156,047$3.57M0.03%+15,91113F-HRTimeline
Accretive Wealth Partners, LLC148,230$3.39M1.01%+4,74813F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.144,853$3.31M2.44%+10,36713F-HRTimeline
Cetera Investment Advisers144,000$3.29M<0.01%+2,08313F-HRTimeline
Portland Global Advisors LLC139,045$3.18M0.34%+21,43813F-HRTimeline
Mesirow Financial Investment Management…136,441$3.12M0.06%-161,12013F-HRTimeline
True Link Financial Advisors, LLC136,340$3.12M0.19%+69,47713F-HRTimeline
Valmark Advisers, Inc.126,958$2.9M0.04%+2,25213F-HRTimeline
Allworth Financial LP118,987$2.72M0.01%-8,96113F-HRTimeline
Lantz Financial LLC117,566$2.69M0.57%-5,88913F-HRTimeline
Centennial Advisors, LLC117,251$2.68M3.48%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC111,356$2.55M0.02%+38413F-HRTimelineGroup
Atria Investments, Inc109,429$2.5M0.03%+5,67713F-HRTimeline
Compound Planning, Inc.107,006$2.45M0.07%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…103,952$2.38M0.51%new13F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA103,768$2.37M0.07%new13F-HRTimelineGroup
Hughes Financial Services, LLC102,266$2.34M0.37%-19413F-HRTimeline
IFP Advisors, Inc102,035$2.33M0.05%+9,37813F-HRTimeline
TFR Capital, LLC.100,335$2.3M0.76%+6,62913F-HRTimeline
Cambridge Investment Research Advisors,…100,278$2.29M0.01%+3,61313F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp92,886$2.12M0.05%+3,44613F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/92,573$2.12M0.38%+84013F-HRTimeline
Mill Creek Capital Advisors, LLC89,775$2.05M0.04%+43,89513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management89,432$2.05M0.02%+13,50713F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC88,291$2.02M0.13%+19,04813F-HRTimeline
Sunbeam Capital Management, LLC88,191$2.02M1.2%+1,04313F-HRTimeline
Creative Planningin group Creative Planning85,563$1.96M<0.01%+16,72213F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC85,525$1.96M0.28%+22,98113F-HRTimeline
Northstar Group, Inc.84,695$1.94M0.26%-20113F-HRTimeline
Old Port Advisors82,229$1.88M0.46%-7,97113F-HRTimeline
Fourth Dimension Wealth, LLC81,834$1.87M0.68%+38,25113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.78,240$1.79M0.01%+38,25713F-HRTimelineGroup
Keeler Thomas Management LLC77,708$1.78M0.85%-2,60013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…77,677$1.78M0.04%+20,18213F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC73,629$1.68M0.33%-5,64713F-HRTimeline
MONTAG A & ASSOCIATES INC73,277$1.68M0.08%-2,20813F-HRTimeline
Montecito Bank & Trust73,200$1.67M0.27%+3,03513F-HRTimeline
KFG WEALTH MANAGEMENT, LLC71,535$1.64M0.22%+36,72813F-HRTimeline
Modera Wealth Management, LLC70,392$1.61M0.02%+17,48213F-HRTimeline
MGO ONE SEVEN LLC68,236$1.56M0.03%+58,76013F-HRTimeline
Modern Wealth Management, LLC67,918$1.55M0.03%+23,67613F-HRTimeline
Reliant Wealth Planning66,151$1.51M0.47%+2,18713F-HRTimeline
Summit Wealth Partners, LLC64,013$1.46M0.27%+6513F-HRTimeline
Endowment Wealth Management, Inc.63,636$1.46M0.67%new13F-HRTimeline
Heartland Bank & Trust Co63,074$1.44M0.61%013F-HRTimeline
TD Waterhouse Canada Inc.62,913$1.44M0.01%+52513F-HRTimeline
Trust Co62,886$1.44M0.13%-1,37913F-HRTimeline
Cannon Financial Strategists, Inc.62,798$1.44M0.2%+72313F-HRTimeline
Penobscot Investment Management Company…62,500$1.43M0.11%+45,00013F-HRTimeline
Austin Private Wealth, LLC62,239$1.42M0.11%+24013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP61,967$1.42M0.08%+15,78113F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC60,883$1.39M0.76%+13,21613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…60,111$1.38M0.09%-3,16913F-HRTimeline
Avantax Planning Partners, Inc.57,906$1.32M0.04%-313F-HRTimeline
Essential Planning, LLC.56,142$1.28M0.41%-96813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC53,610$1.23M0.07%-12,04313F-HRTimeline
Horizons Wealth Management52,772$1.21M0.8%+5,30113F-HRTimeline
Merit Financial Group, LLC48,603$1.11M0.01%+2,31813F-HRTimeline
Foundry Financial Group, Inc.48,104$1.1M0.55%-18,40713F-HRTimeline
BARRETT & COMPANY, INC.47,836$1.09M0.36%+5,08113F-HRTimeline
High Note Wealth, LLC46,371$1.06M0.21%+9,53513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…46,269$1.06M<0.01%new13F-HRTimelineGroup
Compass Ion Advisors, LLC45,924$1.05M0.1%013F-HRTimeline
Rossmore Private Capital45,356$1.04M0.09%+31,46613F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC45,089$1.03M0.53%-1,07413F-HRTimeline
Steward Partners Investment Advisory, L…44,515$1.02M0.01%-249,54813F-HRTimeline
Straight Path Wealth Management39,788$910K0.25%+12,60313F-HRTimeline
Black Swift Group, LLC39,670$907K0.15%-16,57513F-HRTimeline
Granite Harbor Advisors, Inc.37,646$861K0.36%+1,80713F-HRTimeline
Element Wealth, LLC37,215$851K0.35%-57313F-HRTimeline
Stonebridge Financial Group, LLC34,571$791K0.07%-31,85413F-HRTimeline
SCS Capital Management LLC34,233$783K0.01%-66,99013F-HRTimeline
Savvy Advisors, Inc.30,105$689K0.02%+2,27713F-HRTimeline
Beacon Pointe Advisors, LLC29,812$682K<0.01%+1,56313F-HRTimeline
Koss-Olinger Consulting, LLC29,656$678K0.05%+5,27413F-HRTimeline
CIBC WORLD MARKET INC.28,655$656K<0.01%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP28,605$654K<0.01%-26,15013F-HRTimelineGroup
Snowden Capital Advisors LLC28,456$651K0.02%+2113F-HRTimeline
Pure Financial Advisors, LLC27,714$634K0.01%+38513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…27,615$632K0.02%-21813F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC27,449$628K0.01%+4,37113F-HRTimeline
Csenge Advisory Group27,337$625K0.03%+8,45913F-HRTimeline
Conrad Siegel Investment Advisors, Inc.26,425$604K0.11%+5,06313F-HRTimeline
Madden Advisory Services, Inc.25,767$589K0.24%-32313F-HRTimeline
Churchill Financial Advisors, LLC25,445$582K0.18%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…25,275$578K<0.01%+4,08213F-HRTimelineGroup
DUNCKER STREETT & CO INC24,342$557K0.1%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC24,090$551K<0.01%+3,81213F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC23,465$537K0.03%013F-HRTimeline
Grant Street Asset Management, Inc.23,344$534K0.11%+30513F-HRTimeline
Yoder Wealth Management, Inc.23,231$531K0.24%+1,40013F-HRTimeline
TABLEAUX LLC21,965$523K0.37%-13013F-HR/ATimeline
Leo Wealth, LLC22,171$507K0.04%+5,47013F-HRTimeline
Washington Trust Advisors, Inc.22,064$505K0.04%+1,25913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC21,876$500K0.01%+1,82413F-HRTimelineGroup
Regal Investment Advisors LLC21,349$488K0.03%-94513F-HRTimeline
HARBOUR INVESTMENTS, INC.21,232$486K0.01%-1,43513F-HRTimeline
OneDigital Investment Advisors LLC21,001$480K<0.01%new13F-HRTimeline
Signature Wealth Management Group21,001$480K0.2%013F-HRTimeline
Robertson Stephens Wealth Management, L…21,000$480K0.01%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…20,457$468K0.02%new13F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,387$466K<0.01%013F-HRTimelineGroup
Daybright Advisory Services, Inc.20,276$464K0.12%13F-HRTimeline
Focused Wealth Management, Inc20,095$460K0.05%+38513F-HRTimeline
Simplicity Wealth,LLC20,084$459K0.03%new13F-HRTimeline
Advisory Services Network, LLC19,792$453K0.01%+8,75613F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)19,243$440K0.15%+26013F-HRTimeline
Great Diamond Partners, LLC18,809$430K0.08%+7,29513F-HRTimeline
Chesley Taft & Associates LLC18,600$425K0.02%013F-HRTimeline
Kovack Advisors, Inc.18,599$425K0.02%new13F-HR/ATimeline