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Disclosery

IBTG ISHARES TR

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IBONDS 26 TRM TS (fund)

320 managers (323 13F filers) reported a position in IBTG shares at 2026-03-31, 83,448,060 shares in all. 35 filers opened a position and 20 filers sold out during the quarter.

Managers
320
13F filers
323
New
35
Added
127
Reduced
106
Sold out
20
Shares held by filers
83,448,060

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 & CO5,908,223$135M1.95%-650,69213F-HRTimeline
NorthCoast Asset Management LLC4,548,891$104M2.42%-166,00713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,153,434$95.2M0.01%+179,46813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,079,412$93.5M0.01%+104,16813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,523,496$57.8M0.09%-318,92113F-HRTimeline
Capital Investment Advisors, LLC2,485,262$56.9M0.83%-3,61313F-HR/ATimeline
LPL Financial LLC2,394,873$54.9M0.01%+145,02013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,364,114$54.2M0.01%-147,66713F-HR/ATimelineGroup
NewEdge Advisors, LLC1,928,881$44.2M0.16%+110,97413F-HR/ATimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,859,979$42.6M0.26%+173,67913F-HRTimelineGroup
Connecticut Wealth Management, LLC1,799,794$41.2M1.73%+472,33113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,690,530$38.7M0.01%-579,47113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,606,656$36.8M+17,314Timeline
BAILARD, INC.1,606,184$36.8M0.85%-1,218,02613F-HRTimeline
Financial Advisory Corp1,602,548$36.7M5.1%-21,71613F-HRTimeline
Integrated Wealth Concepts LLC1,595,643$36.6M0.29%+127,66613F-HRTimeline
SUMMITRY LLC1,529,668$35.1M1.24%+6,95313F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,365,037$31.3M0.01%+1,156,42213F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding1,296,141$29.7M-833,000Timeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,140,456$26.1M0.38%+81,23613F-HRTimeline
Wealthspire Advisors, LLC1,024,244$23.5M0.18%+868,19713F-HRTimeline
Krilogy Financial LLC920,103$21M0.68%+52,72013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …906,070$20.8M1.12%new13F-HRTimelineGroup
Horizon Advisory Services, Inc.878,276$20.1M10.31%+17,79313F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC842,161$19.3M6.15%+19,30613F-HRTimeline
Carnegie Investment Counsel842,147$19.3M0.38%-34,99213F-HRTimeline
Apella Capital, LLC776,694$17.8M0.26%+9,76713F-HRTimeline
MKT Advisors LLC777,651$17.8M5.96%+22,33513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.767,846$17.6M0.03%-21,35113F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.695,613$15.9M1.56%+36,01213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…671,388$15.4M0.01%+46,63813F-HRTimelineGroup
CWM, LLCin group CWM, LLC669,629$15.3M0.04%+107,19513F-HRTimelineGroup
Denver PWM, LLC668,784$15.3M5.26%-112,19913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.660,616$15.1M<0.01%+383,14813F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth640,159$14.7M0.02%+51,75113F-HRTimelineGroup
Delta Wealth Advisors LLC615,926$14.1M10.74%+123,28813F-HRTimeline
Scissortail Wealth Management, LLC613,073$14M2.82%+87,00613F-HRTimeline
BIP Wealth, LLC530,035$12.1M0.49%+68,12513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.529,198$12.1M0.02%+71,87213F-HRTimelineGroup
Wealth Management Strategies, Inc.515,825$11.8M5.35%-2,27313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA492,933$11.3M<0.01%-26,33213F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC491,869$11.3M0.77%-2,57413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC486,109$11.1M0.84%+151,47813F-HRTimeline
Baltimore-Washington Financial Advisors…485,330$11.1M0.48%+33,58313F-HRTimeline
Asset Advisors Investment Management, L…484,205$11.1M1.06%+10,06613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC476,200$10.9M0.25%+27,77513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC473,377$10.8M0.02%-58,71813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP454,690$10.4M0.01%+8,06113F-HRTimelineGroup
Sanctuary Advisors, LLC427,655$9.8M0.05%+7,87013F-HRTimeline
Financial Engines Advisors L.L.C.395,704$9.07M0.02%-88213F-HRTimeline
Mariner, LLCin group Mariner, LLC383,021$8.78M0.01%-22,97613F-HRTimelineGroup
Janney Montgomery Scott LLC383,000$8.78M0.02%-13,35613F-HRTimeline
McGuire Investment Group, LLC382,176$8.76M0.99%-8,63013F-HRTimeline
Juno Financial Group LLC364,994$8.36M3.28%-95,30013F-HRTimeline
Midwest Professional Planners, LTD.364,820$8.36M1.97%+41,22613F-HRTimeline
Asset Dedication, LLC346,921$7.95M0.56%+75,68113F-HRTimeline
PSI Advisors, LLC341,869$7.83M1.88%+29,07513F-HRTimeline
HighTower Advisors, LLC338,466$7.76M0.01%-2,84413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC328,379$7.52M<0.01%+9,19813F-HR/ATimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…305,571$7M0.01%-15,16713F-HRTimelineGroup
Mesirow Financial Investment Management…288,723$6.62M0.11%+152,28213F-HRTimeline
CENTRAL TRUST Co267,533$6.13M0.12%-25,31913F-HRTimeline
Trinity Wealth Management, LLC264,712$6.07M2.23%+6,32213F-HRTimeline
REBALANCE, LLC249,667$5.72M0.33%-8,39613F-HRTimeline
Atlantic Private Wealth, LLC242,839$5.56M3.64%-13,04913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.229,823$5.27M0.22%-11,88313F-HRTimeline
Belpointe Asset Management LLC228,236$5.23M0.19%+53,46713F-HRTimeline
Parkside Financial Bank & Trust218,579$5.01M0.38%013F-HRTimeline
MAI Capital Management215,696$4.94M0.03%+45,19913F-HRTimeline
Archer Investment Corp215,198$4.93M1.05%+1,51213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC207,737$4.76M0.02%-31,82713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS200,249$4.59M0.01%-6,45913F-HRTimeline
Eldridge Investment Advisors, Inc.200,301$4.57M1%-108,65213F-HRTimeline
Stockman Wealth Management, Inc.194,445$4.46M0.49%+19,60913F-HRTimeline
Americana Partners, LLC178,798$4.1M0.11%-13,77613F-HRTimeline
Independent Advisor Alliance175,119$4.01M0.04%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding171,121$3.92M+5,093Timeline
MML INVESTORS SERVICES, LLC167,589$3.84M0.01%-24,03113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management165,722$3.8M0.04%+76,29013F-HRTimelineGroup
KOM Wealth Management Group, LLC162,085$3.71M2.53%-82,05613F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC160,665$3.68M0.15%-6,59013F-HRTimeline
True Link Financial Advisors, LLC160,508$3.68M0.23%+24,16813F-HR/ATimeline
Portland Global Advisors LLC157,733$3.61M0.39%+18,68813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC154,418$3.54M<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC154,245$3.53M0.05%-6,63413F-HRTimeline
Accretive Wealth Partners, LLC153,244$3.51M0.99%+5,01413F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC148,394$3.4M0.05%-22,62713F-HRTimelineGroup
LITTLEJOHN FINANCIAL SERVICES, INC.138,571$3.18M2.39%-6,28213F-HRTimeline
Cetera Investment Advisers137,900$3.16M<0.01%-6,10013F-HRTimeline
Lantz Financial LLC135,293$3.1M0.64%+17,72713F-HRTimeline
Private Advisor Group, LLC133,056$3.05M0.01%-42,06713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…132,855$3.04M<0.01%+86,58613F-HRTimelineGroup
D.A. DAVIDSON & CO.131,584$3.02M0.02%-59,02613F-HRTimeline
BOSTON FAMILY OFFICE LLC126,260$2.89M0.19%-94,25413F-HRTimeline
Valmark Advisers, Inc.125,764$2.88M0.03%-1,19413F-HRTimeline
Probity Advisors, Inc.124,825$2.86M0.45%-84,27713F-HRTimeline
Allworth Financial LP118,685$2.72M0.01%-30213F-HRTimeline
Atria Investments, Inc112,612$2.58M0.03%+3,18313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC108,310$2.48M0.18%+20,01913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…108,496$2.48M0.01%-80,07813F-HRTimeline
Centennial Advisors, LLC107,317$2.46M3.13%-9,93413F-HRTimeline
TFR Capital, LLC.105,204$2.41M0.74%+4,86913F-HRTimeline
Cambridge Investment Research Advisors,…103,622$2.38M0.01%+3,34413F-HRTimeline
Compound Planning, Inc.102,918$2.36M0.07%-4,08813F-HRTimeline
Crestmont Private Wealth LLC93,894$2.15M0.68%new13F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC93,125$2.13M1.45%new13F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/92,603$2.12M0.37%+3013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC92,019$2.11M0.02%-19,33713F-HRTimelineGroup
Mill Creek Capital Advisors, LLC89,775$2.06M0.04%013F-HRTimeline
Steelhead Wealth Management LLC89,185$2.04M1.04%13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp89,132$2.04M0.05%-3,75413F-HRTimelineGroup
Sunbeam Capital Management, LLC88,703$2.03M1.16%+51213F-HRTimeline
Creative Planningin group Creative Planning88,661$2.03M<0.01%+3,09813F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC88,026$2.02M0.28%+2,50113F-HRTimeline
Hughes Financial Services, LLC87,894$2.01M0.31%-14,37213F-HRTimeline
IFP Advisors, Inc87,821$2.01M0.04%-14,21413F-HRTimeline
Fourth Dimension Wealth, LLC86,893$1.99M0.76%+5,05913F-HRTimeline
Northstar Group, Inc.86,495$1.98M0.28%+1,80013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC86,466$1.98M<0.01%+62,37613F-HRTimelineGroup
Csenge Advisory Group85,564$1.96M0.09%+58,22713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.83,031$1.9M0.01%+4,79113F-HRTimelineGroup
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA82,550$1.89M0.06%-21,21813F-HRTimelineGroup
Modern Wealth Management, LLC79,812$1.82M0.03%+11,89413F-HRTimeline
Endowment Wealth Management, Inc.79,035$1.81M0.8%+15,39913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC78,961$1.81M0.23%+7,42613F-HRTimeline
MGO ONE SEVEN LLC75,337$1.73M0.03%+7,10113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP73,460$1.68M0.09%+11,49313F-HRTimeline
Modera Wealth Management, LLC72,602$1.66M0.02%+2,21013F-HRTimeline
Montecito Bank & Trust71,751$1.64M0.27%-1,44913F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT70,680$1.62M2.05%13F-HRTimeline
MONTAG A & ASSOCIATES INC68,089$1.56M0.07%-5,18813F-HRTimeline
Old Port Advisors67,209$1.54M0.36%-15,02013F-HRTimeline
Reliant Wealth Planning64,490$1.48M0.45%-1,66113F-HRTimeline
Cannon Financial Strategists, Inc.63,153$1.45M0.19%+35513F-HRTimeline
Heartland Bank & Trust Co63,074$1.45M0.33%013F-HRTimeline
Penobscot Investment Management Company…61,500$1.41M0.11%-1,00013F-HRTimeline
Summit Wealth Partners, LLC60,859$1.39M0.22%-3,15413F-HRTimeline
Trust Co60,790$1.39M0.13%-2,09613F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC60,276$1.38M0.29%-13,35313F-HRTimeline
Faithward Advisors, LLC58,864$1.35M0.19%new13F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC58,501$1.34M0.7%-2,38213F-HRTimeline
Avantax Planning Partners, Inc.57,906$1.33M0.04%013F-HRTimeline
Essential Planning, LLC.55,734$1.28M0.41%-40813F-HRTimeline
Compass Ion Advisors, LLC53,832$1.23M0.12%+7,90813F-HRTimeline
Horizons Wealth Management52,493$1.2M0.8%-27913F-HRTimeline
SCS Capital Management LLC51,719$1.19M0.01%+17,48613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…50,429$1.15M0.08%-9,68213F-HRTimeline
High Note Wealth, LLC49,207$1.13M0.22%+2,83613F-HRTimeline
Merit Financial Group, LLC48,868$1.12M0.01%+26513F-HRTimeline
Rossmore Private Capital48,147$1.1M0.1%+2,79113F-HRTimeline
BARRETT & COMPANY, INC.47,737$1.09M0.38%-9913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC47,388$1.08M0.06%-6,22213F-HRTimeline
Madden Advisory Services, Inc.39,171$898K0.35%+13,40413F-HRTimeline
Foundry Financial Group, Inc.38,990$893K0.44%-9,11413F-HRTimeline
Great Diamond Partners, LLC38,858$890K0.17%+20,04913F-HRTimeline
Element Wealth, LLC38,811$889K0.37%+1,59613F-HRTimeline
Straight Path Wealth Management37,829$867K0.23%-1,95913F-HRTimeline
Granite Harbor Advisors, Inc.37,121$851K0.37%-52513F-HRTimeline
DUNCKER STREETT & CO INC35,182$806K0.15%+10,84013F-HRTimeline
Savvy Advisors, Inc.34,770$797K0.02%+4,66513F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC34,591$793K0.39%-10,49813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…33,775$774K<0.01%+8,50013F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC33,373$765K0.17%+14,83013F-HRTimeline
Beacon Pointe Advisors, LLC31,679$726K<0.01%+1,86713F-HRTimeline
TABLEAUX LLC30,332$695K0.34%+8,36713F-HRTimeline
Koss-Olinger Consulting, LLC29,715$681K0.06%+5913F-HRTimeline
Black Swift Group, LLC29,520$676K0.12%-10,15013F-HRTimeline
Pure Financial Advisors, LLC28,854$661K0.01%+1,14013F-HRTimeline
CIBC WORLD MARKET INC.28,655$657K<0.01%013F-HRTimeline
BEACON FINANCIAL PLANNING, INC28,522$654K0.25%+11,64313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP28,474$652K0.01%new13F-HRTimeline
Prospera Financial Services Inc27,643$633K0.01%-198,27513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…27,615$633K0.02%013F-HRTimelineGroup
Mraz, Amerine & Associates, Inc.26,985$618K0.09%new13F-HRTimeline
Conrad Siegel Investment Advisors, Inc.26,652$611K0.11%+22713F-HRTimeline
Stonebridge Financial Group, LLC26,579$609K0.05%-7,99213F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC26,462$606K0.1%+16,53813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,156$599K<0.01%new13F-HRTimelineGroup
Churchill Financial Advisors, LLC25,961$595K0.13%+51613F-HRTimeline
Snowden Capital Advisors LLC25,343$581K0.02%-3,11313F-HRTimeline
Cambridge Financial Group, LLC25,179$577K0.2%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC24,513$562K0.01%+2,63713F-HRTimelineGroup
Ellis Investment Partners, LLC24,007$550K0.1%new13F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC23,920$548K0.03%+8,73013F-HRTimeline
Steward Partners Investment Advisory, L…23,894$548K<0.01%-20,62113F-HRTimeline
HARBOUR INVESTMENTS, INC.23,566$540K0.01%+2,33413F-HRTimeline
Grant Street Asset Management, Inc.23,494$538K0.1%+15013F-HRTimeline
Yoder Wealth Management, Inc.23,231$532K0.24%013F-HRTimeline
Washington Trust Advisors, Inc.22,064$506K0.04%013F-HRTimeline
CASCADE INVESTMENT GROUP, INC.21,612$495K0.33%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC21,593$495K0.01%-5,85613F-HRTimeline
OneDigital Investment Advisors LLC21,001$481K<0.01%013F-HRTimeline
Signature Wealth Management Group21,001$481K0.18%013F-HRTimeline
Robertson Stephens Wealth Management, L…21,000$481K0.01%013F-HRTimeline
Daybright Advisory Services, Inc.20,407$468K0.13%+13113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,387$467K<0.01%013F-HRTimelineGroup
Leo Wealth, LLC20,335$466K0.03%-1,83613F-HRTimeline
Simplicity Wealth,LLC20,201$463K0.03%+11713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,861$455K<0.01%new13F-HRTimelineGroup
GTS SECURITIES LLC19,788$453K0.02%new13F-HRTimeline