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Disclosery

IBTH ISHARES TR

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IBONDS 27 TRM TS (fund)

240 managers (242 13F filers) reported a position in IBTH shares at 2025-03-31, 51,619,066 shares in all. 28 filers opened a position and 10 filers sold out during the quarter.

Managers
240
13F filers
242
New
28
Added
136
Reduced
38
Sold out
10
Shares held by filers
51,619,066

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Berger Financial Group, Inc9,466$212K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,145$205K0.02%013F-HRTimeline
Rossmore Private Capital9,014$202K0.02%new13F-HRTimeline
Hara Capital LLC7,876$177K0.12%-19,68513F-HRTimeline
Physician Wealth Advisors, Inc.6,892$155K0.03%+2,35013F-HRTimeline
Spectrum Wealth Counsel, LLC5,137$115K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC5,101$114K0.03%+67313F-HRTimeline
PRIVATE TRUST CO NA3,366$75.5K0.01%013F-HRTimeline
Bogart Wealth, LLC3,306$74.1K<0.01%+213F-HRTimeline
2UniFi Bank3,282$73.5K0.05%+1,38813F-HRTimeline
TD Capital Management LLC2,054$46K<0.01%+1313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,057$46K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,778$39.9K<0.01%new13F-HRTimeline
Robbins Farley1,444$32.4K0.02%013F-HRTimeline
Lowe Wealth Advisors, LLC1,300$29.1K0.01%new13F-HRTimeline
Hemington Wealth Management1,249$28K<0.01%013F-HRTimeline
EASTERN BANK1,150$25.8K<0.01%013F-HRTimeline
Balentine LLC1,124$25.2K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,057$23.7K0.01%013F-HRTimelineGroup
NorthRock Partners, LLC956$21.4K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…862$19.3K0.01%013F-HRTimeline
Laurel Wealth Advisors LLC850$19.1K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\800$17.9K<0.01%013F-HRTimelineGroup
First PREMIER Bank780$17K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.700$15.7K<0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.699$15.7K<0.01%013F-HRTimeline
AE Wealth Management LLC655$14.7K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV614$13.8K<0.01%+12613F-HRTimeline
HHM Wealth Advisors, LLC601$13.5K<0.01%013F-HRTimeline
Blue Trust, Inc.553$12.4K<0.01%+113F-HRTimeline
FMR LLCin group FMR LLC546$12.2K<0.01%+54413F-HRTimelineGroup
Stephens Consulting, LLC334$7.49K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC294$6.58K<0.01%-27613F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC279$6.26K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP192$4.31K<0.01%new13F-HR/ATimelineGroup
Aptus Capital Advisors, LLC141$3.17K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.63$1.41K<0.01%-5713F-HRTimeline
Nemes Rush Group LLC60$1.35K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC5$112<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.