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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
Avidian Wealth Enterprises, LLC22,100$494K0.01%+1,56313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC22,060$493K<0.01%013F-HRTimelineGroup
Gilbert & Cook, Inc.22,025$493K0.06%013F-HRTimeline
Daybright Advisory Services, Inc.21,082$472K0.11%+26013F-HRTimeline
Jacobi Capital Management LLC20,088$449K0.02%+12813F-HRTimeline
Black Maple Capital Management LP20,000$447K0.3%013F-HRTimeline
Walleye Partners, LLC19,793$443K0.5%+18513F-HRTimeline
Churchill Financial Advisors, LLC19,686$440K0.08%+13413F-HRTimeline
Foundations Investment Advisors, LLC19,568$438K<0.01%+53113F-HRTimeline
Visionary Wealth Advisors19,139$428K0.02%+3,88313F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA18,681$418K0.01%013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC17,605$394K<0.01%+1,23613F-HRTimeline
CFS Investment Advisory Services, LLC17,128$382K0.03%-10813F-HRTimeline
NOTTINGHAM ADVISORS, INC.17,000$380K0.05%013F-HRTimeline
OneDigital Investment Advisors LLC16,503$369K<0.01%-1,00813F-HRTimeline
Black Swift Group, LLC16,475$369K0.05%+10013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE16,400$367K0.05%013F-HRTimeline
High Note Wealth, LLC16,206$363K0.06%013F-HRTimeline
Autumn Glory Partners, LLC16,203$362K0.1%+2,72813F-HRTimeline
DecisionMap Wealth Management, LLC16,111$360K0.2%+4,31213F-HRTimeline
SageView Advisory Group, LLC15,866$355K0.01%+5,23113F-HRTimeline
Opus Capital Group, LLC15,782$353K0.03%013F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC15,771$353K0.02%new13F-HRTimelineGroup
Crews Bank & Trust15,340$343K0.04%013F-HRTimeline
TRUST POINT INC.15,281$342K0.03%new13F-HRTimeline
Trinity Wealth Management, LLC15,152$339K0.11%013F-HRTimeline
Yoder Wealth Management, Inc.14,600$327K0.13%013F-HRTimeline
Towne Trust Company, N.A14,570$326K0.1%+1,00013F-HRTimeline
KPP Advisory Services LLC14,240$319K0.04%-33513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC14,150$317K0.04%013F-HRTimeline
Keeler Thomas Management LLC13,635$305K0.11%-4,50413F-HRTimeline
Prospera Financial Services Inc13,590$304K<0.01%+65913F-HRTimeline
Alessandra Capital Management, LLC13,500$302K0.21%013F-HRTimeline
MONECO ADVISORS, LLC12,942$290K0.02%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC12,812$287K0.05%+3,60913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,751$285K0.01%+413F-HRTimelineGroup
Alamar Capital Management, LLC12,700$284K0.14%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co12,446$278K0.01%+7613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,346$276K<0.01%+1013F-HRTimelineGroup
WASHINGTON TRUST Co12,294$275K0.01%013F-HRTimeline
CGN Advisors LLC12,260$274K0.02%-42713F-HRTimeline
XY Planning Network, Inc.12,260$274K0.03%new13F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC11,593$259K0.11%013F-HRTimeline
Vestmark Advisory Solutions, Inc.11,515$258K<0.01%new13F-HRTimeline
WORLD EQUITY GROUP, INC.11,505$257K0.06%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…11,500$257K<0.01%013F-HRTimelineGroup
DAVIS R M INC11,497$257K<0.01%new13F-HRTimeline
Atwater Malick LLC11,480$257K0.06%+54013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.11,374$254K0.01%+1,01813F-HRTimeline
Highland Financial Advisors, LLC11,306$253K0.06%013F-HRTimeline
Commonwealth Financial Services, LLC11,187$250K0.03%new13F-HRTimeline
Decker Wealth Management LLC11,174$250K0.05%013F-HRTimeline
Old Mission Investment Co LLC11,139$249K0.05%013F-HRTimeline
Mascoma Wealth Management LLC11,028$247K0.05%013F-HRTimeline
Resonant Capital Advisors, LLC11,009$246K0.01%-47413F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC10,923$244K0.14%-5,06313F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC10,913$244K0.04%+2013F-HRTimeline
Guidance Point Advisors, LLC10,699$239K0.05%+24113F-HRTimeline
IFG Advisory, LLC10,536$236K0.01%new13F-HRTimeline
Trust Co10,193$228K0.02%013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC10,100$226K0.03%013F-HRTimeline
Carmel Capital Partners, LLC10,000$224K0.07%013F-HRTimeline
Community Financial Services Group, LLC9,932$221K0.03%new13F-HRTimeline
Cherry Tree Wealth Management, LLC9,875$221K0.04%013F-HRTimeline
Composition Wealth, LLC9,262$207K<0.01%013F-HRTimeline
Waverly Advisors, LLC9,252$207K<0.01%-1,50013F-HRTimeline
Berger Financial Group, Inc9,223$206K0.01%013F-HRTimeline
Talon Private Wealth, LLC9,131$204K0.02%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,245$184K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,282$163K<0.01%013F-HRTimelineGroup
Black Cypress Capital Management, LLC6,500$145K0.1%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS6,237$140K0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC5,638$126K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,191$116K<0.01%+1,16213F-HRTimelineGroup
Wilmington Savings Fund Society, FSB5,000$112K<0.01%013F-HRTimeline
Key Financial Inc4,835$108K0.02%new13F-HRTimeline
Hara Capital LLC4,215$94.3K0.05%-76213F-HRTimeline
CNB Bank4,174$93.4K0.04%+17113F-HRTimeline
Costello Asset Management, INC3,979$89K0.03%+3713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,555$79.5K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,328$74.4K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC3,067$68.6K<0.01%-24813F-HRTimeline
AE Wealth Management LLC2,892$64.7K<0.01%-10513F-HRTimeline
Aptus Capital Advisors, LLC2,825$63.2K<0.01%-53413F-HRTimeline
NBH Bank2,747$61.5K0.03%13F-HRTimeline
Longview Financial Advisors LLC2,522$56.4K0.03%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,371$53K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.2,288$51.2K<0.01%+1,63513F-HRTimeline
MCF Advisors LLC2,239$50.1K<0.01%+93813F-HRTimeline
TD Capital Management LLC2,155$48.2K<0.01%+2013F-HRTimeline
Clearstead Trust, LLC2,045$45.7K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,729$38.7K<0.01%+1613F-HRTimelineGroup
Princeton Global Asset Management LLC1,335$29.9K<0.01%013F-HRTimeline
Balentine LLC1,124$25.1K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,057$23.6K0.01%013F-HRTimelineGroup
Anchor Bay Capital, Inc.979$21.9K0.01%13F-HRTimeline
CoreCap Advisors, LLC973$21.8K<0.01%+1013F-HRTimeline
Robbins Farley904$20.2K0.01%013F-HRTimeline
First PREMIER Bank773$17K<0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC714$16K<0.01%13F-HRTimeline
OAKWORTH CAPITAL, INC.699$15.6K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp486$10.9K<0.01%new13F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources456$10.2K<0.01%013F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC377$8.43K0.01%013F-HRTimeline
Hyposwiss Advisors SA300$6.71K0.01%013F-HRTimeline
First Bancorp, Inc /ME/281$6.29K<0.01%new13F-HRTimeline
Larson Financial Group LLC53$1.19K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC34$769<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.26$581<0.01%-2413F-HRTimeline
Aventura Private Wealth, LLC5$112<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2$45<0.01%+113F-HRTimelineGroup