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Disclosery

IBTH ISHARES TR

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IBONDS 27 TRM TS (fund)

225 managers (227 13F filers) reported a position in IBTH shares at 2024-12-31, 43,682,641 shares in all. 35 filers opened a position and 9 filers sold out during the quarter.

Managers
225
13F filers
227
New
35
Added
124
Reduced
27
Sold out
9
Shares held by filers
43,682,641

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
HM PAYSON & CO4,930,765$109M1.86%+4,380,18513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,456,318$76.7M0.01%+225,37813F-HR/ATimelineGroup
GLOBALT Investments LLC / GA3,006,910$66.7M2.56%-47,87613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,406,974$53.4M<0.01%+806,31813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,511,971$33.6M0.01%+265,17613F-HRTimelineGroup
NewEdge Advisors, LLC1,483,193$32.9M0.2%+116,33713F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC1,417,941$31.5M0.44%+61,97013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,034,370$23M0.01%+166,53813F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.991,408$22M0.31%+196,29913F-HRTimelineGroup
Integrated Wealth Concepts LLC915,265$20.3M0.24%+103,34413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC915,065$20.3M0.01%13F-HR/ATimelineGroup
Essential Planning, LLC.867,746$19.3M0.13%+854,48013F-HRTimeline
UBS Group AGin group UBS Group AG844,535$18.7M<0.01%+290,13613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…715,438$15.9M0.01%+146,52213F-HRTimelineGroup
Capital Investment Advisors, LLC687,869$15.3M0.31%+143,93513F-HRTimeline
Journey Advisory Group, LLC671,357$14.8M1.77%013F-HRTimeline
Denver PWM, LLC617,803$13.7M5.31%+50,35113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…591,169$13.1M0.03%+434,48413F-HR/ATimeline
LPL Financial LLC575,805$12.8M0.01%+163,73213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC561,606$12.5M0.02%+15,58613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.526,495$11.7M1.25%+23,97613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.524,979$11.7M0.03%+131,00313F-HR/ATimelineGroup
MKT Advisors LLC524,021$11.6M5.07%+149,89113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA522,691$11.6M<0.01%+358,15913F-HRTimelineGroup
CHATHAM CAPITAL GROUP, INC.472,210$10.5M1.72%+1,33513F-HRTimeline
Legacy Private Trust Co.464,280$10.3M0.67%+44,42713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV422,172$9.37M0.02%+59,62813F-HRTimeline
Krilogy Financial LLC416,387$9.24M0.62%+223,98913F-HRTimeline
Steward Partners Investment Advisory, L…383,226$8.51M0.08%-4,15513F-HRTimeline
Wealth Management Strategies, Inc.351,174$7.79M5.96%13F-HR/ATimeline
Financial Engines Advisors L.L.C.338,470$7.51M0.02%+38,04913F-HRTimeline
FAGAN ASSOCIATES, INC.330,684$7.34M1.17%+8,56513F-HRTimeline
Probity Advisors, Inc.318,771$7.08M1.36%+49,54313F-HRTimeline
Snowden Capital Advisors LLC303,963$6.75M0.21%+26,18613F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC292,855$6.5M3.56%+71,75613F-HRTimeline
Old Port Advisors282,727$6.28M1.8%+19,76513F-HRTimeline
MBL Wealth, LLC280,946$6.24M0.63%+11,51713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC263,530$5.85M0.11%+159,32313F-HRTimeline
CENTRAL TRUST Co261,915$5.81M0.14%+56,11713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP250,429$5.56M0.01%+27,75813F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth200,751$4.46M0.01%+11,48813F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP197,212$4.38M0.01%+6,52013F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …196,022$4.35M0.37%new13F-HRTimelineGroup
Asset Advisors Investment Management, L…187,690$4.17M0.44%+99,74013F-HRTimeline
BOSTON FAMILY OFFICE LLC180,267$4M0.27%+79,42313F-HRTimeline
Cetera Investment Advisers177,667$3.94M0.01%+31,97313F-HRTimeline
Janney Montgomery Scott LLC171,891$3.81M0.01%+13,60713F-HRTimeline
Stockman Wealth Management, Inc.162,533$3.61M0.56%+12,40913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS160,866$3.57M0.01%+85,70413F-HRTimeline
Retireful, LLC151,230$3.36M1.89%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC149,847$3.33M<0.01%+20,41313F-HRTimelineGroup
Northstar Group, Inc.136,456$3.03M0.51%+95,00613F-HRTimeline
IFP Advisors, Inc133,475$2.96M0.1%-17913F-HRTimeline
Cornerstone Planning, LLC128,718$2.86M1.09%13F-HRTimeline
Independent Advisor Alliance128,159$2.84M0.04%new13F-HRTimeline
1858 WEALTH MANAGEMENT, LLC128,150$2.84M2.25%+2,17113F-HRTimeline
Strategic Blueprint, LLC121,400$2.69M0.16%+18,82913F-HRTimeline
SYNOVUS FINANCIAL CORP113,215$2.51M0.03%-44,45213F-HRTimeline
Sanctuary Advisors, LLC111,782$2.49M0.02%+4,47913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.111,854$2.48M<0.01%+42,13613F-HRTimelineGroup
MAI Capital Management110,785$2.46M0.02%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.109,151$2.42M0.12%+17,04313F-HRTimeline
SCS Capital Management LLC108,381$2.41M0.05%+25413F-HRTimeline
Allworth Financial LP107,994$2.4M0.01%+13,32913F-HRTimeline
Accretive Wealth Partners, LLC106,796$2.37M1.01%+1,38813F-HRTimeline
D.A. DAVIDSON & CO.106,332$2.36M0.02%+12,38413F-HRTimeline
Lantz Financial LLC99,012$2.2M0.59%+10,92613F-HRTimeline
Portland Global Advisors LLC96,425$2.14M0.27%new13F-HRTimeline
Atria Investments, Inc95,130$2.11M0.03%new13F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/90,135$2M0.42%new13F-HRTimeline
Hughes Financial Services, LLC89,056$1.98M0.41%13F-HRTimeline
HighTower Advisors, LLC86,095$1.91M<0.01%+24,64613F-HRTimeline
Cambridge Investment Research Advisors,…84,120$1.87M0.01%+5,21313F-HRTimeline
STAR Financial Bank83,693$1.86M1.34%+4,28413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC78,766$1.75M0.02%-70,34113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…78,541$1.74M0.01%+37,86913F-HRTimelineGroup
Leo Wealth, LLC77,459$1.72M0.15%+10,72313F-HRTimeline
Mechanics Bank Trust Department76,000$1.69M0.22%+4,50013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC71,635$1.59M<0.01%+47,98213F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC71,373$1.58M0.1%+13,02113F-HRTimeline
Valmark Advisers, Inc.70,779$1.57M0.02%+15,51513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…67,550$1.5M<0.01%+19,16913F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp66,729$1.48M0.04%+1,92913F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC63,597$1.41M1.22%+24,04813F-HRTimeline
Cannon Financial Strategists, Inc.62,022$1.38M0.24%+82313F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC61,495$1.36M0.06%+35,92013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC61,347$1.36M0.03%new13F-HRTimelineGroup
Reliant Wealth Planning60,994$1.35M0.64%+19,98613F-HRTimeline
Foundry Financial Group, Inc.60,568$1.34M0.83%+1,34813F-HRTimeline
Wealthspire Advisors, LLC58,189$1.29M0.01%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding57,486$1.28M+14,821Timeline
EVEXIA WEALTH LLC57,241$1.27M0.43%new13F-HRTimeline
CWM, LLCin group CWM, LLC54,230$1.2M<0.01%+12,04713F-HRTimelineGroup
Midwest Professional Planners, LTD.53,320$1.18M0.35%+17,63513F-HRTimeline
Creative Planningin group Creative Planning52,412$1.16M<0.01%+19,70313F-HRTimelineGroup
SIGNATUREFD, LLC52,295$1.16M0.02%+50,80613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC48,514$1.08M0.01%-15,78313F-HRTimelineGroup
Montecito Bank & Trust48,104$1.07M0.18%-10,53513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…46,044$1.02M<0.01%+7,69713F-HRTimelineGroup
Austin Private Wealth, LLC44,851$996K0.09%+56313F-HRTimeline
FULLCIRCLE WEALTH LLC43,263$960K0.39%+19,59413F-HRTimeline
Orion Porfolio Solutions, LLC42,069$936K0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC42,069$936K0.01%new13F-HRTimeline
4J Wealth Management LLC42,091$934K0.76%-5,41913F-HRTimeline
Atlantic Private Wealth, LLC41,615$924K0.7%-1,16413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC40,050$889K0.06%013F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC39,248$871K0.04%013F-HRTimeline
Horizons Wealth Management39,212$870K0.67%+29,23613F-HRTimeline
Asset Dedication, LLC38,460$854K0.07%-76,42513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC37,508$833K0.02%-7,86513F-HRTimelineGroup
Granite Harbor Advisors, Inc.37,151$825K0.46%+10,99413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding36,318$806K-7,894Timeline
Element Wealth, LLC35,631$791K0.41%+1,57813F-HRTimeline
Consolidated Portfolio Review Corp34,730$771K0.12%+5,83613F-HRTimeline
Sigma Planning Corp34,327$762K0.02%-11213F-HRTimeline
Conrad Siegel Investment Advisors, Inc.32,738$727K0.2%+1,60913F-HRTimeline
Altus Wealth Group LLC32,317$717K0.32%-1,11713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.31,485$699K<0.01%new13F-HRTimelineGroup
CIBC WORLD MARKET INC.31,390$697K<0.01%new13F-HRTimeline
Compass Ion Advisors, LLC30,699$681K0.08%013F-HRTimeline
AllSquare Wealth Management LLC30,651$680K0.39%+2,77313F-HRTimeline
Summit Wealth Partners, LLC29,225$649K0.13%013F-HRTimeline
Mesirow Financial Investment Management…29,159$647K0.01%-34113F-HRTimeline
BARRETT & COMPANY, INC.29,013$644K0.27%+7,20013F-HRTimeline
Hara Capital LLC27,561$612K0.39%+15,93913F-HR/ATimeline
DUNCKER STREETT & CO INC26,588$590K0.11%+8,83213F-HRTimeline
Safeguard Financial, LLC25,861$574K0.12%+5,59013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.25,453$565K0.01%+11,00813F-HRTimelineGroup
SHUFRO ROSE & CO LLC24,963$554K0.04%-16,14513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC24,851$552K<0.01%new13F-HRTimelineGroup
KOM Wealth Management Group, LLC24,821$551K0.41%new13F-HRTimeline
Modera Wealth Management, LLC24,576$546K0.01%+13,53413F-HRTimeline
Private Advisor Group, LLC24,026$533K<0.01%+5,51813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC23,334$518K0.01%+78213F-HRTimelineGroup
Cambridge Financial Group, LLC23,167$514K0.22%013F-HRTimeline
Straight Path Wealth Management22,940$509K0.2%+2,29913F-HRTimeline
NorthCoast Asset Management LLC22,748$505K<0.01%-24,00813F-HR/ATimeline
Koss-Olinger Consulting, LLC22,447$498K0.04%+66213F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…21,771$483K0.51%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC20,936$465K<0.01%-9,06813F-HRTimelineGroup
Spectrum Asset Management, Inc. (NB/CA)20,726$460K0.21%+4213F-HRTimeline
COUNTRY CLUB BANK20,271$450K0.03%-86513F-HRTimeline
Signature Wealth Management Group19,230$427K0.17%+2,81413F-HRTimeline
Pinnacle Bancorp, Inc.19,110$424K0.14%+1,35013F-HRTimeline
Financial Advisory Corp18,622$413K0.07%13F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC18,405$409K0.31%13F-HRTimeline
Stonebridge Financial Group, LLC18,338$407K0.04%13F-HRTimeline
Heartland Bank & Trust Co17,655$392K0.21%+5,81313F-HRTimeline
Crews Bank & Trust17,625$391K0.07%13F-HRTimeline
Beacon Pointe Advisors, LLC17,113$380K<0.01%+2,25613F-HRTimeline
WASHINGTON TRUST Co16,594$368K0.01%013F-HRTimeline
Focused Wealth Management, Inc16,558$368K0.05%+2,66713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC16,533$367K0.01%013F-HRTimeline
Jacobi Capital Management LLC15,954$354K0.03%+4,00613F-HRTimeline
Apella Capital, LLC15,931$354K0.01%+21213F-HRTimeline
MML INVESTORS SERVICES, LLC15,903$353K<0.01%+18313F-HRTimeline
Savvy Advisors, Inc.15,647$347K0.04%new13F-HRTimeline
Trinity Wealth Management, LLC14,866$330K0.15%+3,82513F-HRTimeline
CFS Investment Advisory Services, LLC14,001$311K0.03%013F-HRTimeline
Costello Asset Management, INC13,914$309K0.2%+7,29213F-HRTimeline
NOVEM GROUP13,853$307K0.05%13F-HRTimeline
KPP Advisory Services LLC13,800$306K0.07%+1,00013F-HRTimeline
Resonant Capital Advisors, LLC13,600$302K0.02%-65413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,234$294K0.01%+8413F-HRTimelineGroup
Global Retirement Partners, LLC12,928$287K0.01%+13313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC12,896$286K0.02%new13F-HRTimeline
Greenfield Savings Bank12,848$285K0.14%new13F-HRTimeline
Autumn Glory Partners, LLC12,648$281K0.14%-31613F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC11,951$265K0.03%+49013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …11,891$264K0.02%-13413F-HR/ATimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…11,741$261K0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC11,691$260K0.01%new13F-HRTimeline
Eldridge Investment Advisors, Inc.11,479$255K0.06%new13F-HRTimeline
Mascoma Wealth Management LLC11,484$255K0.06%013F-HRTimeline
Highland Financial Advisors, LLC11,306$251K0.09%013F-HRTimeline
Trust Co11,274$250K0.03%+2,50913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC10,687$237K0.04%+73113F-HRTimeline
Mendota Financial Group, LLC10,374$230K0.15%-18,62713F-HRTimeline
BCS Wealth Management10,062$223K0.06%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co9,900$220K0.02%+78413F-HRTimelineGroup
Berger Financial Group, Inc9,466$210K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/9,388$208K<0.01%+37413F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,145$203K0.02%new13F-HRTimeline
Towne Trust Company, N.A7,300$162K0.06%+4,32013F-HRTimeline
Spectrum Wealth Counsel, LLC5,137$114K0.01%-5213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,588$102K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.4,542$101K0.02%new13F-HRTimeline
Cherry Tree Wealth Management, LLC4,428$98.3K0.02%+1413F-HRTimeline
PRIVATE TRUST CO NA3,366$74.7K0.01%013F-HRTimeline
Bogart Wealth, LLC3,304$73.3K<0.01%+313F-HRTimeline
COMERICA BANK2,901$64.4K<0.01%-7313F-HR/ATimeline
PSI Advisors, LLC2,740$60.8K0.02%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,121$47.1K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,057$46K<0.01%013F-HRTimelineGroup
TD Capital Management LLC2,041$45.3K<0.01%+2813F-HRTimeline
2UniFi Bank1,894$42K0.03%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,637$36.3K<0.01%+2213F-HRTimelineGroup
Parallel Advisors, LLC1,632$36.2K<0.01%-1,08413F-HRTimeline
Robbins Farley1,444$32.1K0.02%013F-HRTimeline
Hemington Wealth Management1,249$27K0.01%013F-HRTimeline