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Disclosery

IBTH ISHARES TR

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IBONDS 27 TRM TS (fund)

255 managers (258 13F filers) reported a position in IBTH shares at 2025-06-30, 55,673,115 shares in all. 31 filers opened a position and 15 filers sold out during the quarter.

Managers
255
13F filers
258
New
31
Added
131
Reduced
51
Sold out
15
Shares held by filers
55,673,115

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
HM PAYSON & CO6,259,236$141M2.23%+799,45413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,467,375$78M0.01%+779,72213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,458,097$77.8M0.01%-214,80313F-HRTimelineGroup
GLOBALT Investments LLC / GA2,883,167$64.8M2.48%-63,08813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,023,190$45.5M0.01%+49,66013F-HRTimelineGroup
TRUE Private Wealth Advisors1,979,633$44.5M5%+583,52213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,456,004$32.7M0.01%+280,88813F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth1,223,237$27.5M0.06%+991,64813F-HRTimelineGroup
NewEdge Advisors, LLC1,210,609$27.2M0.14%-86,86013F-HRTimeline
LPL Financial LLC1,196,483$26.9M0.01%+427,58613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,114,208$25.1M0.01%+132,41313F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,098,351$24.7M0.01%+16,43513F-HRTimelineGroup
Integrated Wealth Concepts LLC1,007,320$22.7M0.23%+97,37113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding998,324$22.5M-41,269Timeline
Financial Advisory Corp782,545$17.6M2.7%+5,67813F-HRTimeline
Journey Advisory Group, LLC782,504$17.6M1.37%+11,60413F-HRTimeline
Capital Investment Advisors, LLC748,226$16.8M0.3%+16,49813F-HR/ATimeline
Denver PWM, LLC743,351$16.7M5.21%+58,90213F-HRTimeline
NorthCoast Asset Management LLC694,099$15.6M0.07%+48,64813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV644,028$14.5M0.03%+157,28413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…623,275$14M0.01%-2,26513F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.604,366$13.6M1.4%+14,82013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC603,607$13.6M0.02%-2,24813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…595,846$13.3M0.02%-1,13013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.564,728$12.7M0.02%+4,62213F-HR/ATimelineGroup
MKT Advisors LLC560,719$12.6M4.97%+18,12013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA535,727$12M<0.01%-86,78513F-HR/ATimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…495,885$11.2M0.09%+203,62213F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …489,138$11M0.78%+284,25213F-HRTimelineGroup
Legacy Private Trust Co.485,458$10.9M0.71%+1,28613F-HRTimeline
CHATHAM CAPITAL GROUP, INC.483,379$10.9M1.66%-96713F-HRTimeline
Asset Advisors Investment Management, L…468,057$10.5M1.04%+144,16213F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC467,115$10.5M0.15%-3,34913F-HRTimeline
Krilogy Financial LLC460,867$10.4M0.59%+4,39813F-HRTimeline
Wealth Management Strategies, Inc.457,678$10.3M5.53%+65,36513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC446,695$10M0.17%+73,42813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC364,074$8.19M0.81%+24,26513F-HRTimeline
Obsidian Personal Planning Solutions LLC361,985$8.14M3.29%+47,80913F-HRTimeline
Steward Partners Investment Advisory, L…346,068$7.78M0.06%-35,95213F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC336,748$7.57M3.82%+15,17113F-HRTimeline
Snowden Capital Advisors LLC333,908$7.51M0.22%+49713F-HRTimeline
Financial Engines Advisors L.L.C.327,520$7.37M0.01%-47,25213F-HRTimeline
CENTRAL TRUST Co324,827$7.31M0.17%+15,95513F-HRTimeline
Old Port Advisors306,158$6.89M1.88%+12,12613F-HRTimeline
FAGAN ASSOCIATES, INC.301,984$6.79M1.05%-7,22013F-HRTimeline
Janney Montgomery Scott LLC289,147$6.5M0.02%+53,87113F-HRTimeline
EIGHT 31 FINANCIAL, LLC272,652$6.13M4.05%+4,65913F-HRTimeline
Northstar Group, Inc.268,398$6.04M0.93%+86,12813F-HRTimeline
MBL Wealth, LLC252,122$5.67M0.54%-24,67513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP237,998$5.35M0.01%+13,32213F-HRTimelineGroup
Probity Advisors, Inc.234,722$5.28M0.93%-40,83113F-HRTimeline
Strategic Blueprint, LLC225,012$5.06M0.25%+50,21213F-HRTimeline
BOSTON FAMILY OFFICE LLC221,879$4.99M0.33%+27,66413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.188,755$4.25M<0.01%+31,32613F-HRTimelineGroup
Stockman Wealth Management, Inc.185,876$4.18M0.57%+10,50913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.178,831$4.02M0.01%+60,03913F-HRTimelineGroup
Cetera Investment Advisers177,646$4M0.01%-7,45913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS177,282$3.99M0.01%+13,71913F-HRTimeline
Apella Capital, LLC175,439$3.92M0.11%+78,32313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP173,082$3.89M0.01%-12,93613F-HRTimelineGroup
REBALANCE, LLC171,673$3.86M0.26%+100,53313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC161,425$3.63M<0.01%+7,29613F-HRTimelineGroup
Allworth Financial LP153,422$3.45M0.02%+43,78213F-HRTimeline
D.A. DAVIDSON & CO.153,300$3.45M0.02%+30,84213F-HRTimeline
Atlantic Private Wealth, LLC150,645$3.39M2.27%+93,01113F-HRTimeline
SIGNATUREFD, LLC150,338$3.38M0.06%+51,15913F-HRTimeline
IFP Advisors, Inc145,937$3.28M0.09%+3,14413F-HRTimeline
Accretive Wealth Partners, LLC144,978$3.26M1.07%+9,39113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC144,005$3.24M<0.01%-81,28913F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.140,820$3.17M0.14%+25,30613F-HRTimeline
Retireful, LLC133,060$2.99M2.06%new13F-HRTimeline
Midwest Professional Planners, LTD.132,541$2.98M0.78%+44,18513F-HRTimeline
Parallel Advisors, LLC121,750$2.74M0.05%+13,63613F-HRTimeline
Sanctuary Advisors, LLC119,140$2.68M0.02%+5,67813F-HRTimeline
Lantz Financial LLC117,662$2.65M0.66%+17,44513F-HRTimeline
SYNOVUS FINANCIAL CORP116,825$2.63M0.03%-8,97213F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC114,338$2.57M0.1%+17,38713F-HRTimeline
Portland Global Advisors LLC114,149$2.57M0.3%+7,49413F-HRTimeline
MAI Capital Management109,052$2.45M0.02%-1,14813F-HRTimeline
Mechanics Bank Trust Department107,500$2.42M0.35%-1,25013F-HRTimeline
Cambridge Investment Research Advisors,…105,012$2.36M0.01%+5,09713F-HRTimeline
Atria Investments, Inc104,496$2.35M0.03%+3,41513F-HRTimeline
SCS Capital Management LLC103,274$2.32M0.03%+19613F-HRTimeline
Leo Wealth, LLC97,110$2.18M0.17%-63213F-HRTimeline
Wealthspire Advisors, LLC96,821$2.18M0.01%+3,86513F-HRTimeline
Hughes Financial Services, LLC96,333$2.16M0.37%+2,82013F-HRTimeline
Valmark Advisers, Inc.94,912$2.13M0.03%+10,64113F-HRTimeline
STAR Financial Bank93,867$2.11M1.34%+9,12013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/93,285$2.1M0.41%+3,15013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC89,591$2.02M0.02%+1,75513F-HRTimelineGroup
HighTower Advisors, LLC88,270$1.99M<0.01%+4,71313F-HRTimeline
TFR Capital, LLC.88,052$1.98M0.72%+16,74513F-HR/ATimeline
JIM SAULNIER & ASSOCIATES, LLC87,976$1.98M1.35%+19,07813F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp84,305$1.9M0.05%+14,58613F-HRTimelineGroup
Carmel Capital Partners, LLC81,500$1.83M0.64%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding75,687$1.7M-8,839Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC67,374$1.51M0.11%-15,07413F-HRTimeline
CWM, LLCin group CWM, LLC65,529$1.47M0.01%+6,51613F-HRTimelineGroup
Cannon Financial Strategists, Inc.62,973$1.42M0.22%+60513F-HRTimeline
Mariner, LLCin group Mariner, LLC61,134$1.37M<0.01%+49,74413F-HRTimelineGroup
Foundry Financial Group, Inc.59,461$1.34M0.76%-6,33613F-HRTimeline
Reliant Wealth Planning59,077$1.33M0.52%+5,79213F-HRTimeline
KOM Wealth Management Group, LLC58,481$1.32M1.04%+22,84113F-HRTimeline
Scissortail Wealth Management, LLC57,500$1.29M0.31%+26313F-HRTimeline
Austin Private Wealth, LLC54,445$1.22M0.1%+7,69113F-HRTimeline
Asset Dedication, LLC53,683$1.21M0.09%+2,68613F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC52,487$1.18M0.02%+5813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC51,169$1.15M<0.01%+32,99313F-HRTimeline
Simplicity Wealth,LLC48,772$1.1M0.05%+26,13013F-HRTimeline
Keeler Thomas Management LLC47,388$1.07M0.46%+12,06713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …45,344$1.02M0.01%+9013F-HRTimelineGroup
Creative Planningin group Creative Planning44,303$996K<0.01%013F-HRTimelineGroup
Sigma Planning Corp44,256$995K0.03%+59113F-HRTimeline
Compass Ion Advisors, LLC43,434$977K0.11%+8,45213F-HRTimeline
Consolidated Portfolio Review Corp42,547$957K0.13%+3,27413F-HRTimeline
Horizons Wealth Management42,259$950K0.69%+2,01113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC40,318$907K0.07%013F-HRTimeline
Element Wealth, LLC39,326$884K0.41%+3,69513F-HRTimeline
Modera Wealth Management, LLC38,982$877K0.01%+10,82713F-HRTimeline
4J Wealth Management LLC38,183$859K0.58%-3,97413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC38,040$856K0.02%+32413F-HRTimelineGroup
Granite Harbor Advisors, Inc.37,893$852K0.4%+74213F-HRTimeline
FULLCIRCLE WEALTH LLC37,683$845K0.32%-1,78913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…34,096$767K0.02%-1,37413F-HRTimelineGroup
Summit Wealth Partners, LLC33,695$758K0.14%+4,47013F-HRTimeline
BARRETT & COMPANY, INC.33,613$756K0.28%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC32,645$734K0.01%013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC31,929$718K0.46%+2,07213F-HRTimeline
Essential Planning, LLC.31,797$715K0.27%+13713F-HRTimeline
AllSquare Wealth Management LLC31,726$714K0.4%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.31,628$711K0.01%+1,08913F-HRTimelineGroup
CIBC WORLD MARKET INC.31,390$706K<0.01%013F-HRTimeline
RFP Financial Group LLC29,350$660K0.27%+3,00313F-HRTimeline
Wick Capital Partners, LLC144,309$657K0.17%+112,46413F-HRTimeline
Mesirow Financial Investment Management…29,022$653K0.01%013F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)27,636$622K0.27%+5,97413F-HRTimeline
Beacon Pointe Advisors, LLC27,596$621K0.01%+1,90213F-HRTimeline
Pinnacle Bancorp, Inc.27,197$612K0.19%013F-HRTimeline
DUNCKER STREETT & CO INC26,588$598K0.11%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…26,439$595K<0.01%013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC26,116$587K0.01%+4,23913F-HRTimelineGroup
Cambridge Financial Group, LLC24,035$541K0.2%+64613F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…24,021$540K0.61%013F-HRTimeline
EVEXIA WEALTH LLC23,820$534K0.17%-35,03513F-HRTimeline
Signature Wealth Management Group23,461$528K0.21%-40213F-HRTimeline
Koss-Olinger Consulting, LLC23,218$522K0.04%+20813F-HRTimeline
Merit Financial Group, LLC22,789$513K0.01%new13F-HRTimeline
Straight Path Wealth Management22,776$512K0.17%+1,30913F-HRTimeline
TABLEAUX LLC21,749$489K0.28%+5,41113F-HR/ATimeline
Belpointe Asset Management LLC21,422$482K0.02%new13F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…20,956$471K0.02%+2,84213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC20,853$469K<0.01%-9113F-HRTimelineGroup
Focused Wealth Management, Inc20,718$466K0.06%+97913F-HRTimeline
Stonebridge Financial Group, LLC20,631$464K0.05%+3313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,271$456K<0.01%+3,48213F-HRTimelineGroup
Heartland Bank & Trust Co19,101$430K0.2%+1,44613F-HRTimeline
Chesley Taft & Associates LLC19,000$427K0.02%+3,40013F-HRTimeline
COUNTRY CLUB BANK18,236$410K0.03%-92613F-HRTimeline
HARBOUR INVESTMENTS, INC.18,056$406K0.01%+4,28813F-HRTimeline
Boreal Capital Management LLC0$405K0.33%13F-HRTimelineAmount filed as zero, left out of ratios.
Crews Bank & Trust17,960$404K0.06%+1,13513F-HRTimeline
Eldridge Investment Advisors, Inc.17,915$402K0.08%+85813F-HRTimeline
Private Advisor Group, LLC17,844$401K<0.01%-30413F-HRTimeline
Savvy Advisors, Inc.17,689$398K0.03%+2,00413F-HRTimeline
CFS Investment Advisory Services, LLC17,514$394K0.03%-29213F-HRTimeline
Jacobi Capital Management LLC17,007$382K0.03%+1,04413F-HRTimeline
Conrad Siegel Investment Advisors, Inc.16,275$366K0.08%-19,88413F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC15,702$353K0.28%+1,24513F-HRTimeline
Modern Wealth Management, LLC15,514$349K0.01%new13F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO15,264$343K<0.01%new13F-HRTimelineGroup
Trinity Wealth Management, LLC14,866$334K0.13%013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC14,353$323K0.05%+1,15813F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC13,806$311K0.05%new13F-HRTimeline
KPP Advisory Services LLC13,800$310K0.05%013F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…13,777$310K<0.01%-32,26713F-HR/ATimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/13,472$303K<0.01%+53613F-HR/ATimelineGroup
Global Retirement Partners, LLC13,095$294K0.01%13F-HRTimeline
MONECO ADVISORS, LLC12,942$291K0.03%013F-HRTimeline
MONTAG A & ASSOCIATES INC12,865$289K0.01%013F-HRTimeline
Connecticut Wealth Management, LLC12,845$289K0.01%new13F-HRTimeline
Towne Trust Company, N.A12,610$284K0.1%+2,06013F-HR/ATimeline
Independent Advisor Alliance12,538$282K0.01%+1,70213F-HRTimeline
Black Maple Capital Management LP12,500$281K0.19%new13F-HRTimeline
Autumn Glory Partners, LLC12,369$278K0.13%-27913F-HRTimeline
WASHINGTON TRUST Co12,294$276K0.01%013F-HRTimeline
Greenfield Savings Bank12,232$275K0.12%-48013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,034$271K0.01%-1,20013F-HRTimelineGroup
MATTERN CAPITAL MANAGEMENT, LLC12,030$271K0.03%013F-HRTimeline
DecisionMap Wealth Management, LLC11,563$260K0.18%new13F-HRTimeline
Visionary Wealth Advisors11,538$259K0.01%new13F-HRTimeline
Mascoma Wealth Management LLC11,484$258K0.06%013F-HRTimeline
Resonant Capital Advisors, LLC11,483$258K0.02%013F-HRTimeline
Highland Financial Advisors, LLC11,306$254K0.08%013F-HRTimeline
COMERICA BANK11,226$252K<0.01%-1313F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co11,136$250K0.02%+39513F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …11,034$248K0.02%-46913F-HR/ATimeline
Avidian Wealth Enterprises, LLC10,970$247K0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC10,845$244K0.01%-133,80213F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC10,531$237K0.04%new13F-HRTimeline
HAMEL ASSOCIATES, INC.10,469$235K0.08%new13F-HRTimeline