Skip to content
Disclosery

IBTH ISHARES TR

Follow

IBONDS 27 TRM TS (fund)

297 managers (300 13F filers) reported a position in IBTH shares at 2025-12-31, 72,283,374 shares in all. 41 filers opened a position and 18 filers sold out during the quarter.

Managers
297
13F filers
300
New
41
Added
171
Reduced
38
Sold out
18
Shares held by filers
72,283,374

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 & CO7,429,326$167M2.35%+629,76513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,603,315$81M<0.01%+94,05313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,522,571$79.2M0.01%+135,77713F-HRTimelineGroup
GLOBALT Investments LLC / GA2,829,992$63.6M2.32%-3,05213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,515,703$56.5M0.01%+545,64013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,277,770$51.2M0.08%+1,212,78413F-HRTimeline
TRUE Private Wealth Advisors1,949,885$43.8M4.39%-25,34313F-HRTimeline
NorthCoast Asset Management LLC1,940,729$43.6M0.97%+807,85113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding1,820,045$40.9M+774,903Timeline
LPL Financial LLC1,747,077$39.3M0.01%+503,69513F-HRTimeline
NewEdge Advisors, LLC1,744,511$39.2M0.14%+497,99313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,734,435$39M0.01%+517,60313F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management1,701,726$38.2M0.44%+1,690,56913F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth1,409,886$31.7M0.04%+180,59913F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,282,633$28.8M0.01%+152,29013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,234,952$27.7M0.17%+431,54013F-HRTimelineGroup
Merit Financial Group, LLC1,169,742$26.3M0.21%+1,146,79213F-HRTimeline
Integrated Wealth Concepts LLC1,150,990$25.9M0.31%+61,91013F-HRTimeline
Financial Advisory Corp960,093$21.6M3.14%+147,24313F-HRTimeline
Capital Investment Advisors, LLC910,518$20.5M0.31%+142,72313F-HRTimeline
Journey Advisory Group, LLC849,836$19.1M1.61%+30,23913F-HRTimeline
MKT Advisors LLC781,080$17.6M5.99%+210,80113F-HRTimeline
Denver PWM, LLC743,411$16.7M5.58%013F-HRTimeline
Asset Advisors Investment Management, L…710,265$16M1.47%+55,98213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC690,823$15.5M0.23%+72,99813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.659,422$14.8M1.42%+34,59913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC638,020$14.3M<0.01%-727,54413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA612,826$13.8M<0.01%+58,64713F-HRTimelineGroup
Carnegie Investment Counsel609,295$13.7M0.25%+576,84113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.601,401$13.5M0.02%+31,90413F-HRTimelineGroup
Krilogy Financial LLC556,492$12.5M0.43%+28,72313F-HRTimeline
CWM, LLCin group CWM, LLC541,954$12.2M0.03%+456,68013F-HRTimelineGroup
Wealth Management Strategies, Inc.515,014$11.6M5.33%+30,64713F-HRTimeline
CHATHAM CAPITAL GROUP, INC.461,672$10.4M1.48%-18,17413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…453,175$10.2M0.01%-248,70113F-HR/ATimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC431,286$9.69M0.15%-24,91913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC425,446$9.56M0.77%+12,67613F-HRTimeline
Apella Capital, LLC394,615$8.87M0.18%+177,35813F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC386,888$8.69M3.79%+24,54013F-HRTimeline
Sanctuary Advisors, LLC381,590$8.57M0.05%+267,09713F-HRTimeline
Fulton Bank, N.A.365,050$8.2M0.28%new13F-HRTimeline
EIGHT 31 FINANCIAL, LLC364,303$8.19M4.49%+24,69113F-HRTimeline
Delta Wealth Advisors LLC346,594$7.79M6.52%new13F-HRTimeline
Janney Montgomery Scott LLC342,942$7.71M0.02%+27,75913F-HRTimeline
Financial Engines Advisors L.L.C.340,197$7.64M0.01%+30,71613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC338,030$7.6M0.06%+236,17613F-HRTimelineGroup
Old Port Advisors327,909$7.37M1.82%+7,18513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC323,082$7.26M0.01%-253,76713F-HRTimeline
Global Retirement Partners, LLC322,051$7.24M0.13%+67,04813F-HRTimeline
Flavin Financial Services, Inc.316,153$7.1M4.87%+57,25713F-HRTimeline
BIP Wealth, LLC313,730$7.05M0.25%new13F-HRTimeline
Northstar Group, Inc.312,259$7.02M0.96%+17,36113F-HRTimeline
FAGAN ASSOCIATES, INC.304,967$6.85M0.91%+1,50013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP291,949$6.56M0.01%+33,42113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.282,888$6.36M<0.01%+112,24913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…277,747$6.25M0.01%-95,28413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC273,877$6.15M<0.01%+25,49213F-HRTimelineGroup
REBALANCE, LLC267,135$6M0.35%+59,00813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.266,274$5.98M0.01%+67,83713F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC259,199$5.82M0.37%+23,32413F-HRTimeline
MBL Wealth, LLC253,303$5.69M0.46%+2,79213F-HRTimeline
CENTRAL TRUST Co252,747$5.68M0.11%-76,05513F-HRTimeline
Steward Partners Investment Advisory, L…243,139$5.46M0.03%-112,97613F-HRTimeline
Probity Advisors, Inc.240,754$5.41M0.87%+21,58013F-HRTimeline
Legacy Private Trust Co.234,571$5.27M0.31%-275,53513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.217,937$4.9M0.29%+18,57013F-HRTimelineGroup
Connecticut Wealth Management, LLC210,168$4.72M0.21%+200,09513F-HRTimeline
Stockman Wealth Management, Inc.210,068$4.72M0.55%+16,99413F-HR/ATimeline
Midwest Professional Planners, LTD.205,211$4.61M1.09%+36,44313F-HRTimeline
Parkside Financial Bank & Trust200,311$4.5M0.34%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…199,024$4.47M0.01%+76,96813F-HRTimelineGroup
Asset Dedication, LLC198,025$4.45M0.29%+105,87113F-HRTimeline
Atlantic Private Wealth, LLC195,805$4.4M2.81%+26,70813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.195,122$4.38M0.18%+38,95313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS190,908$4.29M0.01%+15,19813F-HRTimeline
Cetera Investment Advisers185,751$4.17M<0.01%-64813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP181,790$4.08M0.01%+2,72113F-HRTimelineGroup
D.A. DAVIDSON & CO.173,426$3.9M0.02%+5,76513F-HRTimeline
SIGNATUREFD, LLC171,068$3.84M0.06%-1,53313F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC168,583$3.79M0.06%+123,69713F-HRTimelineGroup
Accretive Wealth Partners, LLC153,156$3.44M1.02%+5,04013F-HRTimeline
Ashton Thomas Private Wealth, LLC144,504$3.25M0.08%new13F-HRTimeline
Portland Global Advisors LLC142,114$3.19M0.34%+21,10013F-HRTimeline
Allworth Financial LP136,312$3.06M0.01%-7,67513F-HRTimeline
Parallel Advisors, LLC135,871$3.05M0.06%+2,53513F-HRTimeline
Belpointe Asset Management LLC134,514$3.02M0.11%+108,71513F-HRTimeline
HighTower Advisors, LLC133,147$2.99M<0.01%+31,21413F-HRTimeline
Wealthspire Advisors, LLC124,187$2.79M0.02%+12,97113F-HRTimeline
Valmark Advisers, Inc.123,848$2.78M0.03%+41,97413F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC118,970$2.67M0.1%+1,59113F-HRTimeline
Centennial Advisors, LLC118,772$2.67M3.47%13F-HRTimeline
MAI Capital Management117,341$2.64M0.02%+5,32213F-HRTimeline
Lantz Financial LLC116,801$2.62M0.55%-3,62713F-HRTimeline
Eldridge Investment Advisors, Inc.112,809$2.53M0.56%+30,81613F-HRTimeline
TABLEAUX LLC109,891$2.53M1.79%-39,30113F-HR/ATimeline
SCS Capital Management LLC112,622$2.53M0.03%+9,15413F-HRTimeline
Atria Investments, Inc111,622$2.51M0.03%+5,85113F-HRTimeline
Cambridge Investment Research Advisors,…110,768$2.49M0.01%+6,15013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …106,943$2.4M0.02%13F-HR/ATimelineGroup
Mechanics Bank Trust Department106,000$2.38M0.31%013F-HRTimeline
TFR Capital, LLC.103,701$2.33M0.77%+7,22213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding103,261$2.32M+17,351Timeline
Investor's Fiduciary Advisor Network, L…102,317$2.3M0.49%new13F-HRTimeline
Hughes Financial Services, LLC100,285$2.25M0.35%-19113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC99,574$2.24M0.13%+89113F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC97,378$2.19M1.13%+1,23813F-HRTimeline
Leo Wealth, LLC96,127$2.16M0.16%+72613F-HRTimeline
IFP Advisors, Inc95,353$2.14M0.05%+29913F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/94,780$2.13M0.38%+17013F-HRTimeline
Penobscot Investment Management Company…93,800$2.11M0.16%new13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp89,817$2.02M0.05%+1,71913F-HRTimelineGroup
Modera Wealth Management, LLC83,538$1.88M0.02%+19,59613F-HRTimeline
Foundry Financial Group, Inc.79,467$1.79M0.89%+7,59813F-HRTimeline
Mariner, LLCin group Mariner, LLC78,985$1.77M<0.01%-72413F-HRTimelineGroup
KOM Wealth Management Group, LLC75,523$1.7M1.2%+14,86113F-HRTimeline
Montecito Bank & Trust69,805$1.57M0.25%+4,27513F-HRTimeline
Modern Wealth Management, LLC69,775$1.57M0.03%+24,10713F-HRTimeline
Reliant Wealth Planning66,207$1.49M0.46%+5,12413F-HRTimeline
Klaas Financial Asset Advisors, LLC65,313$1.47M0.21%new13F-HRTimeline
Cannon Financial Strategists, Inc.64,242$1.44M0.2%+71913F-HRTimeline
Heartland Bank & Trust Co63,532$1.43M0.6%013F-HRTimeline
Scissortail Wealth Management, LLC62,783$1.41M0.32%+4,55513F-HRTimeline
MML INVESTORS SERVICES, LLC61,448$1.38M<0.01%+6,03913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC60,066$1.35M0.18%+38,40313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.59,609$1.34M0.01%+23,77213F-HRTimelineGroup
MGO ONE SEVEN LLC58,167$1.31M0.03%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC53,125$1.19M0.03%new13F-HRTimelineGroup
Creative Planningin group Creative Planning51,404$1.16M<0.01%+3,87913F-HRTimelineGroup
Austin Private Wealth, LLC51,173$1.15M0.09%+28313F-HRTimeline
SkyView Investment Advisors, LLC50,000$1.12M0.14%013F-HRTimeline
Keeler Thomas Management LLC48,005$1.08M0.51%+51313F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC46,510$1.05M0.57%+10,99013F-HRTimeline
Horizons Wealth Management46,266$1.04M0.69%+1,45113F-HRTimeline
Summit Wealth Partners, LLC45,938$1.03M0.19%+12,24313F-HRTimeline
Mill Creek Capital Advisors, LLC44,695$1M0.02%new13F-HRTimeline
Fourth Dimension Wealth, LLC44,639$1M0.37%new13F-HRTimeline
Straight Path Wealth Management43,655$981K0.26%+17,67913F-HRTimeline
Compass Ion Advisors, LLC43,434$976K0.09%013F-HRTimeline
BARRETT & COMPANY, INC.42,583$957K0.32%+4,54513F-HRTimeline
Chris Bulman Inc42,363$952K0.42%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC41,985$945K<0.01%+2,30213F-HRTimelineGroup
Granite Harbor Advisors, Inc.40,244$904K0.38%+1,84113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC40,050$900K0.07%-26813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC38,783$871K0.02%+42113F-HRTimelineGroup
4J Wealth Management LLC36,491$820K0.47%-92913F-HRTimeline
Rossmore Private Capital35,189$791K0.07%+26,17513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC35,160$790K0.01%+4,45513F-HRTimeline
Wick Capital Partners, LLC34,719$780K0.14%+9,03013F-HR/ATimeline
PSI Advisors, LLC34,590$777K0.2%+6,85013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE32,800$737K0.06%+16,40013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC31,971$718K<0.01%+22,91913F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC31,759$714K0.01%+2,37613F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…31,725$713K0.02%-57813F-HRTimelineGroup
Snowden Capital Advisors LLC31,519$708K0.02%+46813F-HRTimeline
CIBC WORLD MARKET INC.31,324$704K<0.01%+23413F-HRTimeline
EVEXIA WEALTH LLC31,102$699K0.2%+5,89713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…30,597$688K<0.01%+4,15813F-HRTimelineGroup
Element Wealth, LLC30,281$680K0.28%-9,04513F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…30,095$676K0.03%+8,16313F-HRTimeline
Koss-Olinger Consulting, LLC28,567$642K0.05%+5,34913F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)28,508$641K0.21%+45613F-HRTimeline
Pinnacle Bancorp, Inc.27,197$611K0.18%013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…27,039$608K0.5%+4,45313F-HRTimeline
Beacon Pointe Advisors, LLC27,033$607K<0.01%+1,45813F-HRTimeline
Gilbert & Cook, Inc.26,700$600K0.08%new13F-HRTimeline
Conrad Siegel Investment Advisors, Inc.26,646$599K0.11%+10,22413F-HRTimeline
Essential Planning, LLC.26,143$587K0.19%-1,01313F-HRTimeline
Mesirow Financial Investment Management…26,002$584K0.01%-2,84213F-HRTimeline
L2 Asset Management, LLC25,916$582K0.08%+2,84713F-HRTimeline
Simplicity Wealth,LLC25,473$572K0.03%+68613F-HRTimeline
Pure Financial Advisors, LLC25,357$570K0.01%new13F-HRTimeline
Savvy Advisors, Inc.25,120$564K0.02%+6,80813F-HRTimeline
DUNCKER STREETT & CO INC25,090$564K0.1%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/23,455$527K<0.01%+5,63013F-HRTimelineGroup
Cambridge Financial Group, LLC23,712$527K0.18%-32313F-HRTimeline
Stonebridge Financial Group, LLC23,267$523K0.04%+2,60313F-HRTimeline
HARBOUR INVESTMENTS, INC.22,934$515K0.01%-1,30213F-HRTimeline
Focused Wealth Management, Inc22,572$507K0.05%+73913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC22,370$503K<0.01%+1,51713F-HRTimelineGroup
Great Diamond Partners, LLC22,356$502K0.1%+7,10313F-HRTimeline
National Philanthropic Trust22,261$500K<0.01%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC22,060$496K<0.01%+1,43213F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP20,806$468K0.03%+11,50313F-HRTimeline
Daybright Advisory Services, Inc.20,697$465K0.12%13F-HRTimeline
GTS SECURITIES LLC20,033$450K0.02%new13F-HRTimeline
Black Maple Capital Management LP20,000$449K0.34%013F-HRTimeline
Jacobi Capital Management LLC19,706$443K0.03%+2,59513F-HRTimeline
Walleye Partners, LLC19,491$438K0.49%13F-HRTimeline
Chesley Taft & Associates LLC19,000$427K0.02%013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA18,681$420K0.01%new13F-HRTimelineGroup
World Investment Advisors18,628$419K0.01%new13F-HR/ATimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC18,589$418K0.03%+9,40113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…18,550$417K0.01%new13F-HRTimelineGroup
Independent Advisor Alliance18,199$409K0.01%-2,42713F-HRTimeline
OneDigital Investment Advisors LLC17,511$393K<0.01%new13F-HRTimeline
Signature Wealth Management Group17,511$393K0.16%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC17,510$393K0.02%+7,58013F-HRTimeline
CFS Investment Advisory Services, LLC17,224$387K0.03%+18913F-HRTimeline
Advisory Services Network, LLC16,828$378K0.01%+11,92713F-HRTimeline
Black Swift Group, LLC16,145$363K0.06%-67513F-HRTimeline