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Disclosery

IBTH ISHARES TR

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IBONDS 27 TRM TS (fund)

240 managers (242 13F filers) reported a position in IBTH shares at 2025-03-31, 51,619,066 shares in all. 28 filers opened a position and 10 filers sold out during the quarter.

Managers
240
13F filers
242
New
28
Added
136
Reduced
38
Sold out
10
Shares held by filers
51,619,066

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
HM PAYSON & CO5,459,782$122M2.15%+529,01713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,672,900$82.3M0.01%+216,58213F-HRTimelineGroup
GLOBALT Investments LLC / GA2,946,255$66.1M2.7%-60,65513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,687,653$60.3M0.01%+280,67913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,973,530$44.2M0.01%+461,55913F-HRTimelineGroup
SUMMITRY LLC1,406,269$31.5M1.59%new13F-HRTimeline
TRUE Private Wealth Advisors1,396,111$31.3M3.8%new13F-HRTimeline
NewEdge Advisors, LLC1,297,469$29.1M0.17%-185,72413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,175,116$26.3M0.01%+140,74613F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,081,916$24.3M0.01%+237,38113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.1,039,593$23.3M0.35%+48,18513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC981,795$22M0.01%+66,73013F-HRTimelineGroup
Integrated Wealth Concepts LLC909,949$20.4M0.24%-5,31613F-HRTimeline
Financial Advisory Corp776,867$17.4M2.88%+758,24513F-HRTimeline
Journey Advisory Group, LLC770,900$17.3M1.41%+99,54313F-HRTimeline
LPL Financial LLC768,897$17.2M0.01%+193,09213F-HRTimeline
Capital Investment Advisors, LLC731,728$16.4M0.32%+43,85913F-HRTimeline
Denver PWM, LLC684,449$15.3M5.52%+66,64613F-HRTimeline
NorthCoast Asset Management LLC645,451$14.5M0.07%+622,70313F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…625,540$14M0.01%-89,89813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA622,512$14M<0.01%+99,82113F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC605,855$13.6M0.02%+44,24913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…596,976$13.4M0.03%+5,80713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.589,546$13.2M1.42%+63,05113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.560,106$12.6M0.03%+35,12713F-HRTimelineGroup
MKT Advisors LLC542,599$12.2M5.71%+18,57813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV486,744$10.9M0.03%+64,57213F-HRTimeline
CHATHAM CAPITAL GROUP, INC.484,346$10.9M1.81%+12,13613F-HRTimeline
Legacy Private Trust Co.484,172$10.9M0.75%+19,89213F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC470,464$10.5M0.15%-947,47713F-HRTimeline
Krilogy Financial LLC456,469$10.2M0.66%+40,08213F-HRTimeline
Wealth Management Strategies, Inc.392,313$8.8M5.88%+41,13913F-HRTimeline
Steward Partners Investment Advisory, L…382,020$8.56M0.08%-1,20613F-HRTimeline
Financial Engines Advisors L.L.C.374,772$8.4M0.02%+36,30213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC373,267$8.37M0.16%+109,73713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC339,809$7.62M0.88%new13F-HRTimeline
Snowden Capital Advisors LLC333,411$7.48M0.24%+29,44813F-HRTimeline
Asset Advisors Investment Management, L…323,895$7.26M0.76%+136,20513F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC321,577$7.21M4.12%+28,72213F-HRTimeline
Obsidian Personal Planning Solutions LLC314,176$7.09M3.17%new13F-HRTimeline
FAGAN ASSOCIATES, INC.309,204$6.93M1.16%-21,48013F-HRTimeline
CENTRAL TRUST Co308,872$6.92M0.17%+46,95713F-HRTimeline
Old Port Advisors294,032$6.59M1.96%+11,30513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…292,263$6.55M0.06%+213,72213F-HRTimelineGroup
MBL Wealth, LLC276,797$6.21M0.63%-4,14913F-HRTimeline
Probity Advisors, Inc.275,553$6.18M1.19%-43,21813F-HRTimeline
EIGHT 31 FINANCIAL, LLC267,993$6.01M3.85%new13F-HRTimeline
Janney Montgomery Scott LLC235,276$5.28M0.01%+63,38513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth231,589$5.19M0.01%+30,83813F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC225,294$5.05M<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP224,676$5.04M0.01%-25,75313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC212,017$4.75M0.01%+140,38213F-HR/ATimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …204,886$4.6M0.3%+8,86413F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC194,215$4.35M0.31%+13,94813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP186,018$4.17M0.01%-11,19413F-HRTimelineGroup
Cetera Investment Advisers185,105$4.15M0.01%+7,43813F-HRTimeline
Northstar Group, Inc.182,270$4.09M0.66%+45,81413F-HRTimeline
Stockman Wealth Management, Inc.175,367$3.93M0.58%+12,83413F-HRTimeline
Strategic Blueprint, LLC174,800$3.92M0.21%+53,40013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS163,563$3.67M0.01%+2,69713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.157,429$3.53M<0.01%+125,94413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC154,129$3.46M<0.01%+4,28213F-HRTimelineGroup
FLOW TRADERS U.S. LLC144,647$3.24M0.14%new13F-HRTimeline
IFP Advisors, Inc142,793$3.2M0.1%+9,31813F-HRTimeline
Accretive Wealth Partners, LLC135,587$3.04M1.07%+28,79113F-HRTimeline
1858 WEALTH MANAGEMENT, LLC130,069$2.92M2.47%+1,91913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…129,266$2.9M<0.01%+61,71613F-HRTimelineGroup
SYNOVUS FINANCIAL CORP125,797$2.82M0.04%+12,58213F-HRTimeline
D.A. DAVIDSON & CO.122,458$2.75M0.02%+16,12613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.118,792$2.66M0.01%+6,93813F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.115,514$2.59M0.13%+6,36313F-HRTimeline
Sanctuary Advisors, LLC113,462$2.54M0.02%+1,68013F-HRTimeline
MAI Capital Management110,200$2.47M0.02%-58513F-HRTimeline
Allworth Financial LP109,640$2.46M0.01%+1,64613F-HRTimeline
Mechanics Bank Trust Department108,750$2.44M0.33%+32,75013F-HRTimeline
Parallel Advisors, LLC108,114$2.42M0.05%+106,48213F-HRTimeline
Portland Global Advisors LLC106,655$2.39M0.3%+10,23013F-HRTimeline
SCS Capital Management LLC103,078$2.31M0.03%-5,30313F-HR/ATimeline
Atria Investments, Inc101,081$2.27M0.03%+5,95113F-HRTimeline
Lantz Financial LLC100,217$2.25M0.61%+1,20513F-HRTimeline
Cambridge Investment Research Advisors,…99,915$2.24M0.01%+15,79513F-HRTimeline
SIGNATUREFD, LLC99,179$2.22M0.04%+46,88413F-HRTimeline
Leo Wealth, LLC97,742$2.19M0.32%+20,28313F-HRTimeline
Apella Capital, LLC97,116$2.18M0.07%+81,18513F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC96,951$2.17M0.1%+35,45613F-HRTimeline
Hughes Financial Services, LLC93,513$2.09M0.41%+4,45713F-HRTimeline
Wealthspire Advisors, LLC92,956$2.08M0.01%+34,76713F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/90,135$2.02M0.42%013F-HRTimeline
Midwest Professional Planners, LTD.88,356$1.98M0.62%+35,03613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC87,836$1.97M0.02%+9,07013F-HRTimelineGroup
STAR Financial Bank84,747$1.9M1.39%+1,05413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding84,526$1.9M+27,040Timeline
Valmark Advisers, Inc.84,271$1.89M0.03%+13,49213F-HRTimeline
HighTower Advisors, LLC83,557$1.87M<0.01%-2,53813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC82,448$1.85M0.12%+11,07513F-HRTimeline
HRT FINANCIAL LP71,962$1.61M0.01%new13F-HRTimeline
TFR Capital, LLC.71,307$1.6M0.67%new13F-HRTimeline
REBALANCE, LLC71,140$1.59M0.12%new13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp69,719$1.56M0.05%+2,99013F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC68,898$1.54M1.2%+5,30113F-HRTimeline
Foundry Financial Group, Inc.65,797$1.48M0.91%+5,22913F-HRTimeline
Cannon Financial Strategists, Inc.62,368$1.4M0.24%+34613F-HRTimeline
CWM, LLCin group CWM, LLC59,013$1.32M0.01%+4,78313F-HRTimelineGroup
EVEXIA WEALTH LLC58,855$1.32M0.48%+1,61413F-HRTimeline
Atlantic Private Wealth, LLC57,634$1.29M0.96%+16,01913F-HRTimeline
Scissortail Wealth Management, LLC57,237$1.28M0.33%new13F-HRTimeline
Reliant Wealth Planning53,285$1.19M0.54%-7,70913F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC52,429$1.18M0.02%-8,91813F-HRTimelineGroup
Asset Dedication, LLC50,997$1.14M0.09%+12,53713F-HRTimeline
Montecito Bank & Trust50,104$1.12M0.2%+2,00013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC47,338$1.06M0.01%-1,17613F-HRTimelineGroup
Austin Private Wealth, LLC46,754$1.05M0.09%+1,90313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…46,044$1.02M<0.01%013F-HR/ATimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …45,254$1.01M0.02%new13F-HRTimelineGroup
Creative Planningin group Creative Planning44,303$993K<0.01%-8,10913F-HRTimelineGroup
Sigma Planning Corp43,665$979K0.03%+9,33813F-HRTimeline
4J Wealth Management LLC42,157$945K0.75%+6613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC40,318$904K0.07%+26813F-HRTimeline
Horizons Wealth Management40,248$902K0.68%+1,03613F-HRTimeline
FULLCIRCLE WEALTH LLC39,472$889K0.37%-3,79113F-HRTimeline
Consolidated Portfolio Review Corp39,273$880K0.14%+4,54313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC37,716$846K0.02%+20813F-HRTimelineGroup
Granite Harbor Advisors, Inc.37,151$833K0.44%013F-HRTimeline
Conrad Siegel Investment Advisors, Inc.36,159$811K0.21%+3,42113F-HRTimeline
KOM Wealth Management Group, LLC35,640$799K0.7%+10,81913F-HRTimeline
Element Wealth, LLC35,631$799K0.43%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…35,470$795K0.03%-84813F-HRTimelineGroup
Keeler Thomas Management LLC35,321$792K0.39%new13F-HRTimeline
Compass Ion Advisors, LLC34,982$784K0.09%+4,28313F-HRTimeline
BARRETT & COMPANY, INC.33,613$754K0.32%+4,60013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC32,645$732K0.02%+16,11213F-HRTimeline
Wick Capital Partners, LLC31,845$714K0.21%new13F-HRTimeline
AllSquare Wealth Management LLC31,726$711K0.42%+1,07513F-HRTimeline
Essential Planning, LLC.31,660$710K0.29%-836,08613F-HRTimeline
CIBC WORLD MARKET INC.31,390$704K<0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.30,539$685K0.01%+5,08613F-HRTimelineGroup
RIVERCHASE WEALTH MANAGEMENT, LLC29,857$669K0.47%+11,45213F-HRTimeline
Summit Wealth Partners, LLC29,225$655K0.13%013F-HRTimeline
Mesirow Financial Investment Management…29,022$651K0.01%-13713F-HRTimeline
Modera Wealth Management, LLC28,155$631K0.01%+3,57913F-HRTimeline
Pinnacle Bancorp, Inc.27,197$610K0.2%+8,08713F-HRTimeline
DUNCKER STREETT & CO INC26,588$596K0.12%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…26,439$593K<0.01%+21,85113F-HRTimelineGroup
RFP Financial Group LLC26,347$591K0.24%new13F-HRTimeline
Beacon Pointe Advisors, LLC25,694$576K0.01%+8,58113F-HRTimeline
Safeguard Financial, LLC25,199$565K0.12%-66213F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…24,021$539K0.61%+2,25013F-HRTimeline
Signature Wealth Management Group23,863$535K0.21%+4,63313F-HRTimeline
Cambridge Financial Group, LLC23,389$524K0.22%+22213F-HRTimeline
Koss-Olinger Consulting, LLC23,010$516K0.04%+56313F-HRTimeline
Simplicity Wealth,LLC22,642$508K0.04%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC21,877$490K0.01%-1,45713F-HRTimelineGroup
Spectrum Asset Management, Inc. (NB/CA)21,662$486K0.22%+93613F-HRTimeline
Straight Path Wealth Management21,467$481K0.19%-1,47313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC20,944$470K<0.01%+813F-HRTimelineGroup
Stonebridge Financial Group, LLC20,598$462K0.05%+2,26013F-HRTimeline
Focused Wealth Management, Inc19,739$443K0.06%+3,18113F-HRTimeline
COUNTRY CLUB BANK19,162$430K0.03%-1,10913F-HRTimeline
MML INVESTORS SERVICES, LLC18,176$408K<0.01%+2,27313F-HRTimeline
Private Advisor Group, LLC18,148$407K<0.01%-5,87813F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…18,114$406K0.02%+6,37313F-HRTimeline
CFS Investment Advisory Services, LLC17,806$399K0.04%+3,80513F-HRTimeline
Heartland Bank & Trust Co17,655$396K0.2%013F-HRTimeline
Eldridge Investment Advisors, Inc.17,057$382K0.09%+5,57813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/16,923$379K<0.01%+15,28613F-HRTimelineGroup
Crews Bank & Trust16,825$377K0.06%-80013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,789$376K<0.01%-8,06213F-HR/ATimelineGroup
TABLEAUX LLC16,338$366K0.26%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP16,246$364K<0.01%new13F-HRTimelineGroup
Jacobi Capital Management LLC15,963$358K0.03%+913F-HRTimeline
Savvy Advisors, Inc.15,685$352K0.04%+3813F-HRTimeline
Chesley Taft & Associates LLC15,600$350K0.02%new13F-HRTimeline
Trinity Wealth Management, LLC14,866$333K0.15%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC14,457$324K0.25%new13F-HRTimeline
PSI Advisors, LLC14,040$315K0.1%+11,30013F-HRTimeline
KPP Advisory Services LLC13,800$309K0.06%013F-HRTimeline
HARBOUR INVESTMENTS, INC.13,768$309K0.01%+12,64313F-HRTimeline
Costello Asset Management, INC13,612$305K0.12%-30213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC13,547$304K0.02%+65113F-HRTimeline
KFG WEALTH MANAGEMENT, LLC13,195$296K0.05%+2,50813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,234$294K0.01%013F-HRTimelineGroup
MONECO ADVISORS, LLC12,942$290K0.03%new13F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/12,936$290K<0.01%+3,54813F-HRTimelineGroup
MONTAG A & ASSOCIATES INC12,865$288K0.01%+1,17413F-HRTimeline
Greenfield Savings Bank12,712$285K0.14%-13613F-HRTimeline
Autumn Glory Partners, LLC12,648$284K0.14%013F-HRTimeline
WASHINGTON TRUST Co12,294$276K0.01%-4,30013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC12,030$270K0.03%+7913F-HRTimeline
Mascoma Wealth Management LLC11,484$257K0.06%013F-HRTimeline
Resonant Capital Advisors, LLC11,483$257K0.02%-2,11713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …11,503$257K0.02%-38813F-HRTimeline
Mariner, LLCin group Mariner, LLC11,390$255K<0.01%new13F-HRTimelineGroup
Highland Financial Advisors, LLC11,306$253K0.09%013F-HRTimeline
Trust Co11,274$253K0.03%013F-HRTimeline
COMERICA BANK11,239$252K<0.01%+8,33813F-HRTimeline
Independent Advisor Alliance10,836$243K0.01%-117,32313F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co10,741$241K0.02%+84113F-HRTimelineGroup
Towne Trust Company, N.A10,550$237K0.08%+3,25013F-HRTimeline
BCS Wealth Management10,062$226K0.06%013F-HRTimeline
GTS SECURITIES LLC10,074$226K0.01%new13F-HRTimeline