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Disclosery

IBTH ISHARES TR

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IBONDS 27 TRM TS (fund)

272 managers (275 13F filers) reported a position in IBTH shares at 2025-09-30, 59,618,076 shares in all. 34 filers opened a position and 17 filers sold out during the quarter.

Managers
272
13F filers
275
New
34
Added
138
Reduced
56
Sold out
17
Shares held by filers
59,618,076

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 & CO6,799,561$153M2.2%+540,32513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,509,262$79M<0.01%+51,16513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,386,794$76.3M0.01%-80,58113F-HR/ATimelineGroup
GLOBALT Investments LLC / GA2,833,044$63.8M2.33%-50,12313F-HRTimeline
TRUE Private Wealth Advisors1,975,228$44.5M4.54%-4,40513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,970,063$44.4M0.01%-53,12713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,365,564$30.8M0.01%-90,44013F-HRTimelineGroup
NewEdge Advisors, LLC1,246,518$28.1M0.13%+35,90913F-HRTimeline
LPL Financial LLC1,243,382$28M0.01%+46,89913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth1,229,287$27.7M0.04%+6,05013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,216,832$27.4M0.01%+102,62413F-HRTimelineGroup
Obsidian Personal Planning Solutions LLC1,178,521$26.5M9.21%+816,53613F-HRTimeline
NorthCoast Asset Management LLC1,132,878$25.5M0.1%+438,77913F-HRTimeline
UBS Group AGin group UBS Group AG1,130,343$25.5M<0.01%+31,99213F-HRTimelineGroup
Integrated Wealth Concepts LLC1,089,080$24.5M0.22%+81,76013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,064,986$24M0.04%+420,95813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding1,045,142$23.5M+46,818Timeline
Journey Advisory Group, LLC819,597$18.5M1.37%+37,09313F-HRTimeline
Financial Advisory Corp812,850$18.3M2.7%+30,30513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…803,412$18.1M0.13%+307,52713F-HRTimelineGroup
Capital Investment Advisors, LLC767,795$17.3M0.28%+19,56913F-HRTimeline
Denver PWM, LLC743,411$16.7M5.21%+6013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…701,876$15.8M0.01%+78,60113F-HRTimelineGroup
Asset Advisors Investment Management, L…654,283$14.7M1.39%+186,22613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.624,823$14.1M1.35%+20,45713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC617,825$13.9M0.22%+171,13013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC576,849$13M0.02%-26,75813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.569,497$12.8M0.02%+4,76913F-HRTimelineGroup
MKT Advisors LLC570,279$12.8M4.77%+9,56013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA554,179$12.5M<0.01%+18,45213F-HRTimelineGroup
Krilogy Financial LLC527,769$11.8M0.44%+66,90213F-HRTimeline
Legacy Private Trust Co.510,106$11.5M0.69%+24,64813F-HRTimeline
Wealth Management Strategies, Inc.484,367$10.9M5.4%+26,68913F-HRTimeline
CHATHAM CAPITAL GROUP, INC.479,846$10.8M1.55%-3,53313F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC456,205$10.3M0.15%-10,91013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC412,770$9.3M0.82%+48,69613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…373,031$8.38M0.01%-222,81513F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC362,348$8.16M3.8%+25,60013F-HRTimeline
Steward Partners Investment Advisory, L…356,115$8.02M0.05%+10,04713F-HRTimeline
EIGHT 31 FINANCIAL, LLC339,612$7.65M4.31%+66,96013F-HRTimeline
CENTRAL TRUST Co328,802$7.4M0.15%+3,97513F-HRTimeline
Old Port Advisors320,724$7.22M1.82%+14,56613F-HRTimeline
Janney Montgomery Scott LLC315,183$7.1M0.02%+26,03613F-HRTimeline
Financial Engines Advisors L.L.C.309,481$6.97M0.01%-18,03913F-HRTimeline
FAGAN ASSOCIATES, INC.303,467$6.83M0.94%+1,48313F-HRTimeline
Strategic Blueprint, LLC298,946$6.73M0.29%+73,93413F-HRTimeline
Northstar Group, Inc.294,898$6.64M0.97%+26,50013F-HRTimeline
Flavin Financial Services, Inc.258,896$5.83M4.14%new13F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP258,528$5.82M0.01%+20,53013F-HRTimelineGroup
Global Retirement Partners, LLC255,003$5.74M0.13%+241,90813F-HRTimeline
MBL Wealth, LLC250,511$5.64M0.49%-1,61113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC248,385$5.58M<0.01%+86,96013F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC235,875$5.31M0.34%+13,99613F-HRTimeline
Probity Advisors, Inc.219,174$4.94M0.8%-15,54813F-HRTimeline
Apella Capital, LLC217,257$4.9M0.11%+41,81813F-HRTimeline
REBALANCE, LLC208,127$4.69M0.28%+36,45413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.199,367$4.49M0.24%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.198,437$4.47M0.01%+19,60613F-HRTimelineGroup
Stockman Wealth Management, Inc.193,074$4.35M0.54%+7,19813F-HRTimeline
Cetera Investment Advisers186,399$4.2M<0.01%+8,75313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP179,069$4.03M0.01%+5,98713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS175,710$3.96M0.01%-1,57213F-HRTimeline
SIGNATUREFD, LLC172,601$3.89M0.06%+22,26313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.170,639$3.84M<0.01%-18,11613F-HRTimelineGroup
Atlantic Private Wealth, LLC169,097$3.81M2.46%+18,45213F-HRTimeline
Midwest Professional Planners, LTD.168,768$3.8M0.93%+36,22713F-HRTimeline
D.A. DAVIDSON & CO.167,661$3.78M0.02%+14,36113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.156,169$3.52M0.15%+15,34913F-HRTimeline
TABLEAUX LLC149,192$3.36M1.34%+127,44313F-HRTimeline
Accretive Wealth Partners, LLC148,116$3.34M1.02%+3,13813F-HRTimeline
Allworth Financial LP143,987$3.24M0.01%-9,43513F-HRTimeline
Parallel Advisors, LLC133,336$3M0.06%+11,58613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…122,056$2.75M0.01%+108,27913F-HRTimelineGroup
Portland Global Advisors LLC121,014$2.73M0.3%+6,86513F-HRTimeline
Lantz Financial LLC120,428$2.71M0.6%+2,76613F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC117,379$2.64M0.1%+3,04113F-HRTimeline
Sanctuary Advisors, LLC114,493$2.58M0.01%-4,64713F-HR/ATimeline
MAI Capital Management112,019$2.52M0.02%+2,96713F-HRTimeline
Wealthspire Advisors, LLC111,216$2.5M0.01%+14,39513F-HRTimeline
SYNOVUS FINANCIAL CORP106,992$2.41M0.03%-9,83313F-HRTimeline
Mechanics Bank Trust Department106,000$2.39M0.34%-1,50013F-HRTimeline
Atria Investments, Inc105,771$2.38M0.03%+1,27513F-HRTimeline
Cambridge Investment Research Advisors,…104,618$2.36M0.01%-39413F-HRTimeline
SCS Capital Management LLC103,468$2.33M0.03%+19413F-HRTimeline
HighTower Advisors, LLC101,933$2.3M<0.01%+13,66313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC101,854$2.29M0.02%+12,26313F-HRTimelineGroup
Hughes Financial Services, LLC100,476$2.26M0.36%+4,14313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC98,683$2.22M0.14%+31,30913F-HRTimeline
TFR Capital, LLC.96,479$2.17M0.73%+8,42713F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC96,140$2.17M1.21%+8,16413F-HRTimeline
Leo Wealth, LLC95,401$2.15M0.28%-1,70913F-HRTimeline
IFP Advisors, Inc95,054$2.14M0.06%-50,88313F-HR/ATimeline
GOULD ASSET MANAGEMENT LLC /CA/94,610$2.13M0.4%+1,32513F-HRTimeline
Asset Dedication, LLC92,154$2.08M0.14%+38,47113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp88,098$1.98M0.05%+3,79313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding85,910$1.93M+10,223Timeline
CWM, LLCin group CWM, LLC85,274$1.92M0.01%+19,74513F-HRTimelineGroup
Valmark Advisers, Inc.81,874$1.84M0.02%-13,03813F-HRTimeline
Eldridge Investment Advisors, Inc.81,993$1.84M0.42%+64,07813F-HRTimeline
Mariner, LLCin group Mariner, LLC79,709$1.8M<0.01%+18,57513F-HRTimelineGroup
Foundry Financial Group, Inc.71,869$1.62M0.85%+12,40813F-HRTimeline
Montecito Bank & Trust65,530$1.48M0.23%13F-HRTimeline
Modera Wealth Management, LLC63,942$1.44M0.02%+24,96013F-HRTimeline
Heartland Bank & Trust Co63,532$1.43M0.59%+44,43113F-HRTimeline
Cannon Financial Strategists, Inc.63,523$1.43M0.2%+55013F-HRTimeline
Reliant Wealth Planning61,083$1.38M0.45%+2,00613F-HRTimeline
KOM Wealth Management Group, LLC60,662$1.37M1.03%+2,18113F-HRTimeline
Scissortail Wealth Management, LLC58,228$1.31M0.29%+72813F-HRTimeline
MML INVESTORS SERVICES, LLC55,409$1.25M<0.01%+4,24013F-HRTimeline
Austin Private Wealth, LLC50,890$1.15M0.09%-3,55513F-HRTimeline
SkyView Investment Advisors, LLC50,000$1.13M0.14%new13F-HRTimeline
Creative Planningin group Creative Planning47,525$1.07M<0.01%+3,22213F-HRTimelineGroup
Keeler Thomas Management LLC47,492$1.07M0.44%+10413F-HRTimeline
Modern Wealth Management, LLC45,668$1.03M0.02%+30,15413F-HRTimeline
Consolidated Portfolio Review Corp45,267$1.02M0.13%+2,72013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC44,886$1.01M0.02%-7,60113F-HRTimelineGroup
Horizons Wealth Management44,815$1.01M0.69%+2,55613F-HRTimeline
Compass Ion Advisors, LLC43,434$978K0.09%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC40,318$908K0.06%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC39,683$894K<0.01%new13F-HRTimelineGroup
Element Wealth, LLC39,326$886K0.39%013F-HRTimeline
Granite Harbor Advisors, Inc.38,403$865K0.36%+51013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC38,362$864K0.02%+32213F-HRTimelineGroup
BARRETT & COMPANY, INC.38,038$857K0.29%+4,42513F-HRTimeline
4J Wealth Management LLC37,420$843K0.5%-76313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.35,837$807K0.01%+4,20913F-HRTimelineGroup
RIVERCHASE WEALTH MANAGEMENT, LLC35,520$800K0.45%+3,59113F-HRTimeline
FULLCIRCLE WEALTH LLC34,261$769K0.27%-3,42213F-HRTimeline
Summit Wealth Partners, LLC33,695$759K0.14%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC33,102$745K<0.01%+12,83113F-HRTimelineGroup
Carnegie Investment Counsel32,454$731K0.01%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…32,303$727K0.02%-1,79313F-HRTimelineGroup
AllSquare Wealth Management LLC32,251$726K0.38%+52513F-HRTimeline
CIBC WORLD MARKET INC.31,090$700K<0.01%-30013F-HRTimeline
Snowden Capital Advisors LLC31,051$699K0.02%-302,85713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC30,705$691K0.01%-1,94013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC29,383$662K0.01%+3,26713F-HRTimelineGroup
Mesirow Financial Investment Management…28,844$650K0.01%-17813F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)28,052$632K0.22%+41613F-HRTimeline
PSI Advisors, LLC27,740$625K0.16%new13F-HRTimeline
Pinnacle Bancorp, Inc.27,197$612K0.18%013F-HRTimeline
Essential Planning, LLC.27,156$612K0.21%-4,64113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…26,439$595K<0.01%013F-HRTimelineGroup
Straight Path Wealth Management25,976$585K0.16%+3,20013F-HRTimeline
Belpointe Asset Management LLC25,799$581K0.02%+4,37713F-HRTimeline
Wick Capital Partners, LLC25,689$579K0.14%-118,62013F-HRTimeline
Beacon Pointe Advisors, LLC25,575$576K<0.01%-2,02113F-HRTimeline
EVEXIA WEALTH LLC25,205$567K0.17%+1,38513F-HRTimeline
DUNCKER STREETT & CO INC25,090$565K0.1%-1,49813F-HRTimeline
Simplicity Wealth,LLC24,787$558K0.03%-23,98513F-HRTimeline
HARBOUR INVESTMENTS, INC.24,236$546K0.01%+6,18013F-HRTimeline
Cambridge Financial Group, LLC24,035$541K0.17%013F-HRTimeline
RFP Financial Group LLC23,671$533K0.22%-5,67913F-HRTimeline
Koss-Olinger Consulting, LLC23,218$522K0.04%013F-HRTimeline
L2 Asset Management, LLC23,069$520K0.08%new13F-HRTimeline
Merit Financial Group, LLC22,950$517K<0.01%+16113F-HR/ATimeline
Blake Schutter Theil Wealth Advisors, L…22,586$509K0.5%-1,43513F-HRTimeline
National Philanthropic Trust22,261$501K0.01%new13F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…21,932$494K0.02%+97613F-HRTimeline
Focused Wealth Management, Inc21,833$492K0.05%+1,11513F-HRTimeline
KFG WEALTH MANAGEMENT, LLC21,663$488K0.07%+7,31013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC20,853$470K<0.01%013F-HRTimelineGroup
Stonebridge Financial Group, LLC20,664$465K0.04%+3313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,628$465K<0.01%new13F-HRTimelineGroup
Independent Advisor Alliance20,626$464K0.01%+8,08813F-HRTimeline
Black Maple Capital Management LP20,000$450K0.33%+7,50013F-HRTimeline
Chesley Taft & Associates LLC19,000$428K0.02%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,390$414K<0.01%new13F-HRTimelineGroup
Savvy Advisors, Inc.18,312$412K0.02%+62313F-HRTimeline
COUNTRY CLUB BANK18,236$410K0.02%013F-HRTimeline
Boreal Capital Management LLC0$405K0.33%013F-HRTimelineAmount filed as zero, left out of ratios.
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/17,825$401K<0.01%+4,35313F-HRTimelineGroup
Signature Wealth Management Group17,511$394K0.15%-5,95013F-HRTimeline
Jacobi Capital Management LLC17,111$385K0.02%+10413F-HRTimeline
CFS Investment Advisory Services, LLC17,035$384K0.03%-47913F-HRTimeline
Black Swift Group, LLC16,820$379K0.07%new13F-HRTimeline
Private Advisor Group, LLC16,795$378K<0.01%-1,04913F-HRTimeline
Crews Bank & Trust16,625$374K0.05%-1,33513F-HRTimeline
Conrad Siegel Investment Advisors, Inc.16,422$370K0.08%+14713F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE16,400$369K0.05%new13F-HRTimeline
STAR Financial Bank15,909$358K0.21%-77,95813F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC15,702$354K0.29%013F-HRTimeline
Visionary Wealth Advisors15,428$347K0.02%+3,89013F-HRTimeline
Great Diamond Partners, LLC15,253$343K0.07%new13F-HRTimeline
Trinity Wealth Management, LLC15,068$339K0.13%+20213F-HRTimeline
Yoder Wealth Management, Inc.14,600$329K0.16%new13F-HRTimeline
Opus Capital Group, LLC14,450$325K0.04%new13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC13,924$314K0.04%+11813F-HRTimeline
KPP Advisory Services LLC13,575$306K0.05%-22513F-HRTimeline
Autumn Glory Partners, LLC13,389$302K0.12%+1,02013F-HRTimeline
Greenfield Savings Bank13,103$295K0.12%+87113F-HRTimeline
MONECO ADVISORS, LLC12,942$291K0.02%013F-HRTimeline
COMERICA BANK12,753$287K<0.01%+1,52713F-HRTimeline
Towne Trust Company, N.A12,610$284K0.09%013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC12,320$277K0.03%+29013F-HRTimeline
WASHINGTON TRUST Co12,294$277K0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,088$272K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,034$271K<0.01%013F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co12,023$271K0.02%+88713F-HRTimelineGroup
Prime Capital Investment Advisors, LLC11,797$266K<0.01%+1,48613F-HRTimeline