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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 2026-03-31, 79,863,681 shares in all. 32 filers opened a position and 14 filers sold out during the quarter.

Managers
311
13F filers
314
New
32
Added
160
Reduced
68
Sold out
14
Shares held by filers
79,863,681

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Walleye Partners, LLC19,608$440K0.54%+11713F-HRTimeline
Churchill Financial Advisors, LLC19,552$439K0.09%new13F-HRTimeline
Foundations Investment Advisors, LLC19,037$427K0.01%+7,57513F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA18,681$419K0.01%013F-HRTimelineGroup
Keeler Thomas Management LLC18,139$407K0.17%-29,86613F-HRTimeline
Advisory Services Network, LLC18,036$405K0.01%+1,20813F-HRTimeline
Basepoint Wealth LLC17,852$400K0.23%new13F-HRTimeline
OneDigital Investment Advisors LLC17,511$393K<0.01%013F-HRTimeline
Signature Wealth Management Group17,511$393K0.15%013F-HRTimeline
CFS Investment Advisory Services, LLC17,236$387K0.03%+1213F-HRTimeline
NOTTINGHAM ADVISORS, INC.17,000$381K0.05%new13F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE16,400$368K0.05%-16,40013F-HRTimeline
Black Swift Group, LLC16,375$367K0.06%+23013F-HRTimeline
Prime Capital Investment Advisors, LLC16,369$367K<0.01%+58513F-HRTimeline
High Note Wealth, LLC16,206$364K0.07%+2,88813F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC15,986$359K0.27%013F-HRTimeline
Opus Capital Group, LLC15,782$354K0.04%013F-HRTimeline
Private Advisor Group, LLC15,658$351K<0.01%-44713F-HRTimeline
Crews Bank & Trust15,340$344K0.05%013F-HRTimeline
Visionary Wealth Advisors15,256$342K0.02%-2713F-HRTimeline
Trinity Wealth Management, LLC15,152$340K0.12%013F-HRTimeline
MLP3, LLC14,881$334K0.37%+4,74213F-HRTimeline
Yoder Wealth Management, Inc.14,600$327K0.15%013F-HRTimeline
KPP Advisory Services LLC14,575$327K0.05%+1,00013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,541$326K<0.01%-17,43013F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC14,150$317K0.04%+7313F-HRTimeline
Towne Trust Company, N.A13,570$304K0.1%-2,00013F-HRTimeline
Alessandra Capital Management, LLC13,500$303K0.26%+3,50013F-HRTimeline
Autumn Glory Partners, LLC13,475$302K0.11%+2813F-HRTimeline
TOWER BRIDGE ADVISORS13,375$300K0.03%new13F-HRTimeline
FLOW TRADERS U.S. LLC13,060$293K0.01%new13F-HRTimeline
DAVENPORT & Co LLC12,961$291K<0.01%new13F-HRTimeline
MONECO ADVISORS, LLC12,942$290K0.02%013F-HRTimeline
Prospera Financial Services Inc12,931$290K<0.01%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,747$286K0.01%+313F-HRTimelineGroup
Alamar Capital Management, LLC12,700$285K0.17%013F-HRTimeline
CGN Advisors LLC12,687$285K0.02%+2,18613F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co12,370$277K0.01%+18013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,336$277K<0.01%+9113F-HRTimelineGroup
WASHINGTON TRUST Co12,294$276K0.01%013F-HRTimeline
DecisionMap Wealth Management, LLC11,799$265K0.17%013F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC11,593$260K0.12%+47313F-HRTimeline
WORLD EQUITY GROUP, INC.11,505$258K0.07%+44413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…11,500$258K<0.01%+10,50013F-HRTimelineGroup
Resonant Capital Advisors, LLC11,483$258K0.01%013F-HRTimeline
Highland Financial Advisors, LLC11,306$254K0.07%013F-HRTimeline
Decker Wealth Management LLC11,174$251K0.06%013F-HRTimeline
Old Mission Investment Co LLC11,139$250K0.06%new13F-HRTimeline
Mascoma Wealth Management LLC11,028$247K0.05%013F-HRTimeline
Atwater Malick LLC10,940$245K0.07%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC10,893$244K0.04%new13F-HRTimeline
Waverly Advisors, LLC10,752$241K<0.01%-51313F-HRTimeline
SageView Advisory Group, LLC10,635$239K0.01%+4,00513F-HRTimeline
Guidance Point Advisors, LLC10,458$235K0.06%+53413F-HRTimeline
McGuire Investment Group, LLC10,422$234K0.03%+77113F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.10,356$232K0.01%+10013F-HRTimeline
Trust Co10,193$229K0.02%+2913F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC10,100$227K0.03%-2,22013F-HRTimeline
Carmel Capital Partners, LLC10,000$224K0.08%013F-HRTimeline
Cherry Tree Wealth Management, LLC9,875$222K0.05%013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC9,739$218K0.07%013F-HRTimeline
Dakota Wealth Management9,335$209K<0.01%013F-HR/ATimeline
Composition Wealth, LLC9,262$208K<0.01%new13F-HRTimeline
Berger Financial Group, Inc9,223$207K0.01%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC9,203$206K0.04%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,245$184K0.01%-90013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,282$163K<0.01%+28213F-HRTimelineGroup
Physician Wealth Advisors, Inc.6,892$155K0.02%013F-HRTimeline
Black Cypress Capital Management, LLC6,500$146K0.1%+3,20013F-HRTimeline
MONTAG A & ASSOCIATES INC5,638$126K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB5,000$112K<0.01%new13F-HRTimeline
Hara Capital LLC4,977$112K0.06%-72013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,029$90.4K<0.01%013F-HRTimelineGroup
CNB Bank4,003$89.8K0.04%-4013F-HRTimeline
Costello Asset Management, INC3,942$88.4K0.03%-77513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,555$79.7K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC3,359$75.3K<0.01%+53613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,328$74.6K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC3,315$74.4K<0.01%+113F-HRTimeline
AE Wealth Management LLC2,997$67.2K<0.01%+1,01913F-HRTimeline
2UniFi Bank2,747$61.6K0.03%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2,646$59.4K0.01%-1,05813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,371$53.2K<0.01%013F-HRTimelineGroup
Cassaday & Co Wealth Management LLC2,263$50.8K<0.01%new13F-HRTimeline
TD Capital Management LLC2,135$47.9K<0.01%+1313F-HRTimeline
Clearstead Trust, LLC2,045$45.9K0.01%+72113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,713$38.4K<0.01%+1013F-HRTimelineGroup
Princeton Global Asset Management LLC1,335$29.9K<0.01%new13F-HRTimeline
MCF Advisors LLC1,301$29.2K<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
Clayton Financial Group LLC1,036$23.2K0.01%+3913F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,000$22.4K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC963$21.6K<0.01%-2313F-HRTimeline
Robbins Farley904$20.3K0.01%-49313F-HRTimeline
Annis Gardner Whiting Capital Advisors,…862$19.3K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.791$18K0.01%+413F-HRTimeline
First PREMIER Bank773$17K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.699$15.7K<0.01%013F-HRTimeline
Blue Trust, Inc.653$14.6K<0.01%-1,71813F-HRTimeline
HHM Wealth Advisors, LLC601$13.5K<0.01%013F-HRTimeline
Root Financial Partners, LLC568$12.7K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources456$10.2K<0.01%013F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC377$8.46K0.01%013F-HRTimeline
Hyposwiss Advisors SA300$6.73K0.01%013F-HRTimeline
Larson Financial Group LLC53$1.19K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.50$1.12K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC34$771<0.01%new13F-HRTimelineGroup
Aventura Private Wealth, LLC5$112<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1$22<0.01%new13F-HR/ATimelineGroup