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Disclosery

IBTH ISHARES TR

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IBONDS 27 TRM TS (fund)

311 managers (314 13F filers) reported a position in IBTH shares at 2026-06-30, 82,986,464 shares in all. 20 filers opened a position and 17 filers sold out during the quarter.

Managers
311
13F filers
314
New
20
Added
151
Reduced
72
Sold out
17
Shares held by filers
82,986,464

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
HM PAYSON & CO6,611,440$148M1.96%-145,27113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,312,834$96.5M0.01%+545,19613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,823,870$85.5M<0.01%+115,86813F-HRTimelineGroup
NorthCoast Asset Management LLC3,259,854$72.9M1.62%+622,40713F-HRTimeline
GLOBALT Investments LLC / GA2,943,106$65.8M2.22%-55,27113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,688,763$60.1M0.07%+221,10213F-HR/ATimeline
Stratos Wealth Partners, LTD.group of 2 filers holding2,623,604$58.7M+288,224Timeline
NewEdge Advisors, LLC2,039,948$45.6M0.14%+298,00813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,024,159$45.3M0.01%+123,08913F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,991,715$44.6M0.01%-499,32013F-HRTimelineGroup
LPL Financial LLC1,921,980$43M0.01%+110,83413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,771,083$39.6M0.01%-103,50113F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,694,910$37.9M0.01%-4,71713F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management1,669,909$37.4M0.38%-50,12413F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,569,360$35.1M0.19%+88,15713F-HRTimelineGroup
Arax Advisory Partners1,559,602$34.9M0.23%new13F-HRTimeline
Connecticut Wealth Management, LLC1,433,973$32.1M1.19%+193,76813F-HRTimeline
Integrated Wealth Concepts LLC1,383,002$30.9M0.2%+69,45913F-HR/ATimeline
Financial Advisory Corp1,331,948$29.8M3.95%+126,27113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth1,213,988$27.2M0.03%-191,28813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,182,623$26.5M<0.01%+509,10513F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC980,870$21.9M0.29%+39,11513F-HRTimeline
Capital Investment Advisors, LLC891,306$19.9M0.26%-9,25213F-HRTimeline
Journey Advisory Group, LLC853,470$19.1M1.46%-18,63513F-HRTimeline
Carnegie Investment Counsel840,789$18.8M0.38%+106,23813F-HRTimeline
Fulton Bank, N.A.839,816$18.8M0.57%+207,45113F-HRTimeline
MKT Advisors LLC840,464$18.8M5.83%+36,33113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …828,598$18.5M0.89%+15,59413F-HRTimelineGroup
Denver PWM, LLC820,926$18.4M6%+48,22713F-HRTimeline
Asset Advisors Investment Management, L…749,601$16.8M1.54%+3,88013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC732,064$16.4M1.1%+45,71913F-HRTimeline
Merit Financial Group, LLC712,385$15.9M0.1%-475,26013F-HR/ATimeline
BIP Wealth, LLC666,092$14.9M0.42%+257,79313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.639,970$14.3M0.02%+24,97613F-HRTimelineGroup
Krilogy Financial LLC627,252$14M0.42%+40,22713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA608,435$13.6M<0.01%+12,64413F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.603,080$13.5M1.2%-2,22613F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…586,420$13.1M0.01%+49,73813F-HRTimelineGroup
Wealth Management Strategies, Inc.564,719$12.6M4.94%+27,50113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…559,196$12.5M0.02%+367,00613F-HRTimelineGroup
Sanctuary Advisors, LLC500,585$11.2M0.05%+71,54013F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC486,876$10.9M4.31%+30,48613F-HRTimeline
McGuire Investment Group, LLC451,068$10.1M0.88%+440,64613F-HRTimeline
Apella Capital, LLC440,843$9.84M0.14%+30,12113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.423,295$9.47M0.01%+31,78513F-HRTimelineGroup
CHATHAM CAPITAL GROUP, INC.410,436$9.18M1.17%-8,35013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC401,407$8.98M0.01%+27,32713F-HRTimeline
Delta Wealth Advisors LLC376,171$8.41M6.01%+3,25113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.375,375$8.4M0.68%+25,43613F-HRTimelineGroup
EIGHT 31 FINANCIAL, LLC363,748$8.14M4.84%+8,09213F-HRTimeline
Northstar Group, Inc.347,587$7.78M1%+24,10813F-HRTimeline
Financial Engines Advisors L.L.C.335,892$7.51M0.01%-6,34713F-HRTimeline
Global Retirement Partners, LLC333,212$7.45M0.11%13F-HRTimeline
Janney Montgomery Scott LLC329,160$7.36M0.01%+5,34913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC325,758$7.28M<0.01%+35,15313F-HRTimelineGroup
Flavin Financial Services, Inc.322,566$7.22M4.11%+93513F-HRTimeline
Midwest Professional Planners, LTD.313,050$7M1.37%+48,36113F-HRTimeline
REBALANCE, LLC299,656$6.7M0.35%+29,01013F-HRTimeline
FAGAN ASSOCIATES, INC.299,077$6.69M0.82%-1,47513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP284,746$6.37M0.01%+9,85013F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC281,963$6.31M0.38%+9,23013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.259,828$5.81M0.21%+22,26113F-HRTimeline
Asset Dedication, LLC259,757$5.81M0.37%+17,90313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP241,746$5.41M0.01%+16,99213F-HRTimelineGroup
Stockman Wealth Management, Inc.234,473$5.25M0.54%+6,31313F-HRTimeline
Belpointe Asset Management LLC227,308$5.08M0.17%-53913F-HRTimeline
D.A. DAVIDSON & CO.224,438$5.02M0.03%+40,95813F-HRTimeline
TRUE Private Wealth Advisors222,052$4.97M0.43%-1,455,97113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS202,090$4.52M0.01%+5,99013F-HRTimeline
Parkside Financial Bank & Trust200,311$4.48M0.31%013F-HRTimeline
Atlantic Private Wealth, LLC197,699$4.42M2.71%-11,71413F-HRTimeline
Accretive Wealth Partners, LLC195,308$4.37M1.06%+34,61313F-HRTimeline
Cetera Investment Advisers187,968$4.2M<0.01%-1,24013F-HRTimeline
CENTRAL TRUST Co179,261$4.01M0.07%-10,45113F-HRTimeline
Valmark Advisers, Inc.176,939$3.96M0.04%+49,92813F-HRTimeline
Portland Global Advisors LLC173,463$3.88M0.37%+12,79513F-HRTimeline
Legacy Private Trust Co.170,928$3.82M0.21%-28,58713F-HRTimeline
HighTower Advisors, LLC166,071$3.72M<0.01%+30,30013F-HRTimeline
SIGNATUREFD, LLC158,606$3.55M0.05%-10,30713F-HRTimeline
Lantz Financial LLC153,534$3.43M0.63%+20,86713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…152,629$3.41M0.01%-6,90213F-HRTimeline
Ashton Thomas Private Wealth, LLC149,193$3.34M0.07%+2,00213F-HRTimeline
Old Port Advisors147,267$3.29M0.65%-71,83113F-HRTimeline
Allworth Financial LP147,253$3.29M0.01%+11,26813F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC141,960$3.18M0.11%+25,00013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC141,398$3.16M0.02%-3,56013F-HRTimelineGroup
Cornerstone Planning, LLC140,835$3.15M0.73%+2,64113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC139,414$3.12M0.04%-7,19513F-HRTimelineGroup
MAI Capital Management135,043$3.02M0.01%-2,29213F-HRTimeline
Hobbs Group Advisors, LLC134,164$3M0.79%new13F-HRTimeline
Wealthspire Advisors, LLC133,738$2.99M0.02%+4,27713F-HRTimeline
Parallel Advisors, LLC133,053$2.98M0.05%+9,71213F-HRTimeline
SCS Capital Management LLC129,201$2.89M0.03%-1,34213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO121,375$2.72M<0.01%013F-HRTimelineGroup
Atria Investments, Inc119,908$2.68M0.03%+5,19913F-HRTimeline
Centennial Advisors, LLC118,022$2.64M3.15%+8,76913F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …112,937$2.53M0.02%+5,63813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding110,870$2.48M+1,506Timeline
Mechanics Bank Trust Department103,000$2.3M0.29%-3,00013F-HRTimeline
Hughes Financial Services, LLC102,916$2.3M0.31%+2,68013F-HRTimeline
KOM Wealth Management Group, LLC102,696$2.3M1.39%+16,95013F-HRTimeline
TFR Capital, LLC.102,404$2.29M0.64%-1,11113F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS100,519$2.25M1.06%new13F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC98,664$2.21M0.89%+69913F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/96,560$2.16M0.34%+1,76013F-HRTimeline
Creative Planningin group Creative Planning94,283$2.11M<0.01%+24,15613F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC93,358$2.09M0.1%-2,06913F-HRTimeline
Penobscot Investment Management Company…92,000$2.06M0.14%013F-HRTimeline
Montecito Bank & Trust90,935$2.03M0.3%+22,80813F-HRTimeline
Cambridge Investment Research Advisors,…90,429$2.02M<0.01%-35,51013F-HR/ATimeline
IFP Advisors, Inc88,883$1.99M0.04%-52113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp86,818$1.94M0.05%+1,88513F-HRTimelineGroup
Probity Advisors, Inc.85,596$1.91M0.27%-65,96613F-HRTimeline
EVEXIA WEALTH LLC83,507$1.86M0.5%+46,94513F-HRTimeline
Modera Wealth Management, LLC76,908$1.72M0.02%013F-HRTimeline
Steelhead Wealth Management LLC76,204$1.7M0.69%-15,40713F-HRTimeline
Scissortail Wealth Management, LLC75,463$1.69M0.32%+2,01513F-HRTimeline
Foundry Financial Group, Inc.75,426$1.69M0.73%+93913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC73,356$1.64M0.19%+2,52413F-HRTimeline
MGO ONE SEVEN LLC70,896$1.59M0.03%+2,24213F-HRTimeline
Klaas Financial Asset Advisors, LLC68,473$1.53M0.19%+1,24313F-HRTimeline
Reliant Wealth Planning67,387$1.51M0.41%+69113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.66,031$1.48M0.01%+3,08613F-HRTimelineGroup
Cannon Financial Strategists, Inc.64,967$1.45M0.17%+38413F-HRTimeline
Compass Ion Advisors, LLC64,355$1.44M0.12%013F-HRTimeline
MML INVESTORS SERVICES, LLC63,566$1.42M<0.01%+12,46213F-HRTimeline
Heartland Bank & Trust Co63,532$1.42M0.29%013F-HRTimeline
Avantax Planning Partners, Inc.59,884$1.34M0.03%-613F-HRTimeline
Great Diamond Partners, LLC58,293$1.3M0.22%+16,33313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC57,304$1.28M<0.01%-16,43913F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC55,200$1.23M0.03%-48,45013F-HRTimelineGroup
SUMMITPOINT CAPITAL MANAGEMENT54,718$1.22M1.32%-22,48413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC53,788$1.21M<0.01%+2,10413F-HRTimelineGroup
NewSquare Capital LLC52,080$1.17M0.09%new13F-HRTimeline
Eldridge Investment Advisors, Inc.51,319$1.14M0.23%-146,95513F-HRTimeline
Fourth Dimension Wealth, LLC50,833$1.14M0.36%+3,34613F-HRTimeline
SkyView Investment Advisors, LLC50,000$1.12M0.88%013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC48,669$1.09M0.51%+1,67513F-HRTimeline
DAVENPORT & Co LLC48,226$1.08M0.01%+35,26513F-HRTimeline
BARRETT & COMPANY, INC.46,370$1.04M0.29%+13713F-HRTimeline
Summit Wealth Partners, LLC45,912$1.03M0.15%-1213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC45,757$1.02M<0.01%new13F-HRTimelineGroup
Straight Path Wealth Management44,058$986K0.23%+70813F-HRTimeline
Rossmore Private Capital43,425$971K0.08%+2,23513F-HRTimeline
Beacon Pointe Advisors, LLC43,383$970K<0.01%+13,87513F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC43,462$969K0.64%-51,61713F-HRTimeline
4J Wealth Management LLC42,483$950K0.47%+6,33213F-HRTimeline
Mariner, LLCin group Mariner, LLC42,204$944K<0.01%-9,89713F-HRTimelineGroup
WOODLEY FARRA MANION PORTFOLIO MANAGEME…40,209$899K0.04%+6,09313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC40,050$896K0.06%013F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC39,325$880K0.35%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC39,161$876K0.01%+17813F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC38,682$865K0.06%+4413F-HRTimeline
Ellis Investment Partners, LLC37,690$843K0.13%new13F-HRTimeline
Farther Finance Advisors, LLC36,559$818K0.01%+16,47513F-HRTimeline
DUNCKER STREETT & CO INC36,446$815K0.14%+34013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP36,332$813K0.01%+13,75413F-HRTimeline
Simplicity Wealth,LLC36,175$809K0.03%+10,72213F-HRTimeline
Chris Bulman Inc34,877$780K0.28%-3,18113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC32,284$722K0.01%-2,34813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC31,891$713K0.01%+90613F-HRTimelineGroup
Element Wealth, LLC31,617$707K0.27%+5813F-HRTimeline
L2 Asset Management, LLC31,516$705K0.07%-284,87613F-HRTimeline
Wick Capital Partners, LLC31,494$705K0.11%-89213F-HRTimeline
CIBC WORLD MARKET INC.31,212$698K<0.01%-15613F-HRTimeline
Mesirow Financial Investment Management…31,087$695K0.01%-2,25713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/30,761$688K<0.01%+6,81713F-HRTimelineGroup
Physician Wealth Advisors, Inc.29,856$668K0.08%+22,96413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC29,035$650K<0.01%013F-HRTimeline
Savvy Advisors, Inc.28,976$648K0.01%-1,75313F-HRTimeline
Koss-Olinger Consulting, LLC28,802$644K0.05%+17813F-HRTimeline
Steward Partners Investment Advisory, L…28,503$638K<0.01%-218,68513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP28,215$631K0.03%+4,73413F-HRTimeline
HARBOUR INVESTMENTS, INC.28,124$629K0.01%+26213F-HRTimeline
Pure Financial Advisors, LLC27,980$626K0.01%+1,35413F-HRTimeline
Granite Harbor Advisors, Inc.27,921$625K0.25%-12,93413F-HRTimeline
Pinnacle Bancorp, Inc.27,865$623K0.16%013F-HRTimeline
Snowden Capital Advisors LLC27,801$622K0.01%-4,40213F-HRTimeline
Independent Advisor Alliance27,777$621K0.01%-214,44913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…27,342$612K0.01%-3,48613F-HRTimelineGroup
Blake Schutter Theil Wealth Advisors, L…27,039$605K0.41%013F-HRTimeline
Conrad Siegel Investment Advisors, Inc.27,022$604K0.1%+13513F-HRTimeline
Basepoint Wealth LLC26,992$604K0.35%+9,14013F-HRTimeline
TABLEAUX LLC26,674$597K0.25%-3,27213F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC26,400$591K0.03%013F-HRTimeline
Essential Planning, LLC.25,888$579K0.16%+12913F-HRTimeline
Madden Advisory Services, Inc.25,654$574K0.21%+99113F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)25,605$573K0.16%-2,38513F-HRTimeline
PSI Advisors, LLC25,590$572K0.13%-9,00013F-HRTimeline
Modern Wealth Management, LLC25,569$572K0.01%-55,34413F-HRTimeline
Focused Wealth Management, Inc24,992$559K0.05%+1,66813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…24,246$542K<0.01%013F-HRTimelineGroup
Cambridge Financial Group, LLC23,712$530K0.17%013F-HRTimeline
Stonebridge Financial Group, LLC23,457$525K0.04%+19013F-HRTimeline
World Investment Advisors22,991$516K0.01%+3113F-HRTimeline
Chesley Taft & Associates LLC23,000$515K0.02%013F-HRTimeline
National Philanthropic Trust22,261$498K0.01%013F-HRTimeline
Raab & Moskowitz Asset Management LLC22,244$498K0.1%-1,89813F-HRTimeline
Advisory Services Network, LLC22,198$497K0.01%+4,16213F-HRTimeline
BEACON FINANCIAL PLANNING, INC22,106$495K0.17%+12713F-HRTimeline