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Disclosery

IBTH ISHARES TR

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IBONDS 27 TRM TS (fund)

255 managers (258 13F filers) reported a position in IBTH shares at 2025-06-30, 55,673,115 shares in all. 31 filers opened a position and 15 filers sold out during the quarter.

Managers
255
13F filers
258
New
31
Added
131
Reduced
51
Sold out
15
Shares held by filers
55,673,115

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Prime Capital Investment Advisors, LLC10,311$232K<0.01%new13F-HRTimeline
Precision Wealth Strategies, LLC10,176$229K0.07%new13F-HRTimeline
Trust Co10,164$229K0.03%-1,11013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC9,930$223K0.02%new13F-HRTimeline
Costello Asset Management, INC9,552$215K0.08%-4,06013F-HRTimeline
Berger Financial Group, Inc9,466$213K0.01%013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC9,439$212K0.07%new13F-HRTimeline
Lokken Investment Group LLC9,335$210K0.08%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,290$209K0.01%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,220$207K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,145$206K0.02%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,074$204K<0.01%-7,17213F-HR/ATimelineGroup
BEESE FULMER INVESTMENT MANAGEMENT, INC.9,064$204K0.02%new13F-HRTimeline
Rossmore Private Capital9,014$203K0.02%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC8,965$202K0.01%-4,58213F-HRTimeline
Hara Capital LLC7,876$177K0.11%013F-HRTimeline
Physician Wealth Advisors, Inc.6,892$155K0.02%013F-HRTimeline
Cherry Tree Wealth Management, LLC5,638$127K0.03%+53713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,555$80K0.01%+1,77713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,437$77.3K<0.01%-13,48613F-HRTimelineGroup
PRIVATE TRUST CO NA3,366$75.7K0.01%013F-HRTimeline
Bogart Wealth, LLC3,308$74.4K<0.01%+213F-HRTimeline
2UniFi Bank3,282$73.8K0.04%013F-HRTimeline
Aptus Capital Advisors, LLC2,820$63.4K<0.01%+2,67913F-HRTimeline
TD Capital Management LLC2,075$46.7K<0.01%+2113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,057$46K<0.01%013F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…1,778$40K0.01%+91613F-HRTimeline
Robbins Farley1,397$31.4K0.01%-4713F-HRTimeline
Lowe Wealth Advisors, LLC1,300$29.2K0.01%013F-HRTimeline
Hemington Wealth Management1,249$28K<0.01%013F-HRTimeline
EASTERN BANK1,150$25.9K<0.01%013F-HRTimeline
Balentine LLC1,124$25.3K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,057$23.8K0.01%013F-HRTimelineGroup
Blue Trust, Inc.879$19.8K<0.01%+32613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\800$18K<0.01%013F-HRTimelineGroup
First PREMIER Bank745$17K<0.01%-3513F-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
Parkside Financial Bank & Trust691$15.5K<0.01%new13F-HRTimeline
AE Wealth Management LLC655$14.7K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC631$14.2K<0.01%new13F-HRTimelineGroup
HHM Wealth Advisors, LLC601$13.5K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT570$12.8K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV488$11K<0.01%-12613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources456$10.3K<0.01%new13F-HRTimelineGroup
High Note Wealth, LLC400$9K<0.01%new13F-HRTimeline
Stephens Consulting, LLC334$7.51K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC279$6.28K<0.01%013F-HRTimeline
CoreCap Advisors, LLC118$2.65K<0.01%new13F-HRTimeline
FSA Wealth Management LLC92$2.07K<0.01%new13F-HRTimeline
Nemes Rush Group LLC61$1.37K<0.01%+113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp55$1.24K<0.01%new13F-HRTimelineGroup
Strategic Wealth Partners, Ltd.36$810<0.01%13F-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.