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Disclosery

IBTH ISHARES TR

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IBONDS 27 TRM TS (fund)

297 managers (300 13F filers) reported a position in IBTH shares at 2025-12-31, 72,283,374 shares in all. 41 filers opened a position and 18 filers sold out during the quarter.

Managers
297
13F filers
300
New
41
Added
171
Reduced
38
Sold out
18
Shares held by filers
72,283,374

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Private Advisor Group, LLC16,105$362K<0.01%-69013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC15,986$359K0.3%+28413F-HRTimeline
Opus Capital Group, LLC15,782$355K0.04%+1,33213F-HRTimeline
Prime Capital Investment Advisors, LLC15,784$355K<0.01%+3,98713F-HRTimeline
Towne Trust Company, N.A15,570$350K0.11%+2,96013F-HRTimeline
BCS Wealth Management15,374$345K0.03%new13F-HRTimeline
Crews Bank & Trust15,340$345K0.05%-1,28513F-HRTimeline
STAR Financial Bank15,313$344K0.18%-59613F-HRTimeline
Visionary Wealth Advisors15,283$343K0.02%-14513F-HRTimeline
Trinity Wealth Management, LLC15,152$340K0.13%+8413F-HRTimeline
Yoder Wealth Management, Inc.14,600$328K0.15%013F-HRTimeline
Raab & Moskowitz Asset Management LLC14,259$320K0.07%+5,04113F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC14,077$316K0.04%+15313F-HRTimeline
KPP Advisory Services LLC13,575$305K0.04%013F-HRTimeline
Autumn Glory Partners, LLC13,447$302K0.11%+5813F-HRTimeline
High Note Wealth, LLC13,318$299K0.06%+9,83513F-HRTimeline
MONECO ADVISORS, LLC12,942$291K0.02%013F-HRTimeline
VISTA INVESTMENT MANAGEMENT12,747$286K0.09%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,744$286K0.01%new13F-HRTimelineGroup
Alamar Capital Management, LLC12,700$285K0.16%new13F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC12,320$277K0.03%013F-HRTimeline
WASHINGTON TRUST Co12,294$276K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,245$275K<0.01%+21113F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co12,190$274K0.02%+16713F-HRTimelineGroup
COMERICA BANK11,923$268K<0.01%-83013F-HRTimeline
DecisionMap Wealth Management, LLC11,799$265K0.16%+23613F-HRTimeline
Resonant Capital Advisors, LLC11,483$258K0.01%013F-HRTimeline
RFP Financial Group LLC11,470$258K0.12%-12,20113F-HRTimeline
Foundations Investment Advisors, LLC11,462$258K<0.01%new13F-HRTimeline
Highland Financial Advisors, LLC11,306$254K0.07%013F-HRTimeline
O'Brien Wealth Partners LLC11,269$253K0.03%new13F-HRTimeline
Waverly Advisors, LLC11,265$253K<0.01%new13F-HRTimeline
Decker Wealth Management LLC11,174$251K0.06%13F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC11,120$250K0.11%new13F-HRTimeline
WORLD EQUITY GROUP, INC.11,061$249K0.07%+66813F-HRTimeline
Mascoma Wealth Management LLC11,028$248K0.05%-45613F-HRTimeline
Avidian Wealth Enterprises, LLC10,570$238K0.01%-40013F-HRTimeline
CGN Advisors LLC10,501$236K0.02%new13F-HRTimeline
IFG Advisory, LLC10,434$234K0.01%+29813F-HRTimeline
Cooper Financial Group10,325$232K0.02%new13F-HRTimeline
Madden Advisory Services, Inc.10,279$231K0.09%+6213F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.10,256$230K0.01%+15213F-HRTimeline
Farther Finance Advisors, LLC10,254$230K<0.01%+9,77313F-HRTimeline
Trust Co10,164$228K0.02%013F-HRTimeline
MLP3, LLC10,139$228K0.25%13F-HRTimeline
Carmel Capital Partners, LLC10,000$225K0.08%new13F-HRTimeline
Alessandra Capital Management, LLC10,000$225K0.2%13F-HRTimeline
Guidance Point Advisors, LLC9,924$223K0.05%+23413F-HRTimeline
Cherry Tree Wealth Management, LLC9,875$222K0.05%+44513F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC9,739$219K0.07%+30013F-HRTimeline
McGuire Investment Group, LLC9,651$217K0.02%new13F-HRTimeline
Dakota Wealth Management9,335$210K<0.01%new13F-HR/ATimeline
Berger Financial Group, Inc9,223$207K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,145$205K0.01%013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC8,981$202K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,000$157K<0.01%013F-HR/ATimelineGroup
Physician Wealth Advisors, Inc.6,892$155K0.02%013F-HRTimeline
SageView Advisory Group, LLC6,630$149K0.01%new13F-HRTimeline
Hara Capital LLC5,697$128K0.07%-1,70213F-HRTimeline
MONTAG A & ASSOCIATES INC5,638$127K0.01%013F-HRTimeline
Costello Asset Management, INC4,717$106K0.04%+5913F-HRTimeline
CNB Bank4,043$90.8K0.04%-7,17313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,029$90.5K<0.01%013F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP3,704$83.2K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,555$79.9K0.01%013F-HRTimeline
Bogart Wealth, LLC3,314$74.5K<0.01%+413F-HRTimeline
Black Cypress Capital Management, LLC3,300$74.2K0.05%+1,30013F-HRTimeline
Aptus Capital Advisors, LLC2,823$63.4K<0.01%+213F-HRTimeline
2UniFi Bank2,747$61.7K0.03%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,371$53.3K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.2,371$53.3K<0.01%+1,80813F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,191$49.2K<0.01%new13F-HRTimeline
TD Capital Management LLC2,122$47.7K<0.01%+2713F-HRTimeline
AE Wealth Management LLC1,978$44.4K<0.01%+1,32313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,703$38.3K<0.01%+2213F-HRTimelineGroup
Robbins Farley1,397$31.4K0.01%013F-HRTimeline
Laurel Wealth Advisors LLC1,350$30.3K<0.01%new13F-HRTimeline
Clearstead Trust, LLC1,324$29.8K<0.01%new13F-HRTimeline
MCF Advisors LLC1,301$29.2K<0.01%+2213F-HRTimeline
EASTERN BANK1,150$25.8K<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
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,000$22.5K<0.01%new13F-HRTimelineGroup
Clayton Financial Group LLC997$22.4K0.01%new13F-HRTimeline
CoreCap Advisors, LLC986$22.2K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…862$19.4K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.787$18K0.01%+1013F-HRTimeline
First PREMIER Bank773$17K<0.01%+2813F-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
HHM Wealth Advisors, LLC601$13.5K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources456$10.2K<0.01%013F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC377$8.47K0.01%13F-HRTimeline
Stephens Consulting, LLC334$7.5K<0.01%013F-HRTimeline
Hyposwiss Advisors SA300$6.74K0.01%13F-HRTimeline
Key Capital Management, INC104$2.34K<0.01%13F-HRTimeline
Aventura Private Wealth, LLC5$112<0.01%013F-HRTimeline