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Disclosery

IBTH ISHARES TR

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IBONDS 27 TRM TS (fund)

272 managers (275 13F filers) reported a position in IBTH shares at 2025-09-30, 59,618,076 shares in all. 34 filers opened a position and 17 filers sold out during the quarter.

Managers
272
13F filers
275
New
34
Added
138
Reduced
56
Sold out
17
Shares held by filers
59,618,076

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
HAMEL ASSOCIATES, INC.11,597$261K0.08%+1,12813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …11,594$261K0.02%+56013F-HRTimeline
DecisionMap Wealth Management, LLC11,563$260K0.17%013F-HRTimeline
Mascoma Wealth Management LLC11,484$259K0.06%013F-HRTimeline
Resonant Capital Advisors, LLC11,483$259K0.02%013F-HRTimeline
Highland Financial Advisors, LLC11,306$255K0.07%013F-HRTimeline
CNB Bank11,216$253K0.11%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,157$251K<0.01%+1,93713F-HRTimelineGroup
Avidian Wealth Enterprises, LLC10,970$247K0.01%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC10,551$238K0.04%+2013F-HRTimeline
WORLD EQUITY GROUP, INC.10,393$234K0.05%new13F-HRTimeline
Madden Advisory Services, Inc.10,217$230K0.09%new13F-HRTimeline
Trust Co10,164$229K0.02%013F-HRTimeline
Cyr Financial Inc.10,149$229K0.16%new13F-HRTimeline
IFG Advisory, LLC10,136$228K0.01%new13F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.10,104$228K0.02%+1,04013F-HRTimeline
Connecticut Wealth Management, LLC10,073$227K0.01%-2,77213F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC9,930$224K0.01%013F-HRTimeline
Guidance Point Advisors, LLC9,690$218K0.05%new13F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC9,439$213K0.06%013F-HRTimeline
Cherry Tree Wealth Management, LLC9,430$212K0.05%+3,79213F-HRTimeline
Lokken Investment Group LLC9,335$210K0.07%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,303$210K0.01%+1313F-HRTimeline
Berger Financial Group, Inc9,223$208K0.01%-24313F-HRTimeline
Raab & Moskowitz Asset Management LLC9,218$208K0.05%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC9,188$207K0.01%+22313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,145$205K0.02%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,052$204K<0.01%-134,95313F-HRTimelineGroup
Rossmore Private Capital9,014$203K0.02%013F-HRTimeline
Hara Capital LLC7,399$167K0.1%-47713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,000$158K<0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.6,892$155K0.02%013F-HRTimeline
MONTAG A & ASSOCIATES INC5,638$127K0.01%-7,22713F-HRTimeline
Advisory Services Network, LLC4,901$110K<0.01%new13F-HRTimeline
Costello Asset Management, INC4,658$105K0.04%-4,89413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,029$90.7K<0.01%new13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC3,555$80.1K0.01%013F-HRTimeline
High Note Wealth, LLC3,483$78.4K0.02%+3,08313F-HRTimeline
PRIVATE TRUST CO NA3,366$75.8K0.01%013F-HRTimeline
Bogart Wealth, LLC3,310$74.5K<0.01%+213F-HRTimeline
Aptus Capital Advisors, LLC2,821$63.5K<0.01%+113F-HRTimeline
2UniFi Bank2,747$61.9K0.03%-53513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,371$53.4K<0.01%+1,57113F-HRTimelineGroup
TD Capital Management LLC2,095$47.2K<0.01%+2013F-HRTimeline
Black Cypress Capital Management, LLC2,000$45K0.03%new13F-HRTimeline
FMR LLCin group FMR LLC1,955$44K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,681$37.9K<0.01%-1,75613F-HRTimelineGroup
Robbins Farley1,397$31.5K0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC1,300$29.3K0.01%013F-HRTimeline
MCF Advisors LLC1,279$28.8K<0.01%new13F-HRTimeline
Hemington Wealth Management1,249$28K<0.01%013F-HRTimeline
EASTERN BANK1,150$25.9K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,125$25.3K<0.01%new13F-HRTimelineGroup
Balentine LLC1,124$25.3K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,057$23.8K0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC986$22.2K<0.01%+86813F-HRTimeline
Annis Gardner Whiting Capital Advisors,…862$19.4K<0.01%-91613F-HRTimeline
HAZLETT, BURT & WATSON, INC.777$18K0.01%new13F-HRTimeline
First PREMIER Bank745$17K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.700$15.8K<0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.699$15.7K<0.01%013F-HRTimeline
AE Wealth Management LLC655$14.8K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC601$13.5K<0.01%013F-HRTimeline
Blue Trust, Inc.563$12.7K<0.01%-31613F-HRTimeline
Farther Finance Advisors, LLC481$10.8K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources456$10.3K<0.01%013F-HRTimelineGroup
Stephens Consulting, LLC334$7.52K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC305$6.87K<0.01%+2613F-HRTimeline
GPS Wealth Strategies Group, LLC274$6.17K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC111$2.5K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.36$811<0.01%013F-HRTimeline
Aventura Private Wealth, LLC5$113<0.01%013F-HRTimeline