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Disclosery

IBTH ISHARES TR

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IBONDS 27 TRM TS (fund)

311 managers (314 13F filers) reported a position in IBTH shares at 2026-03-31, 79,863,681 shares in all. 32 filers opened a position and 14 filers sold out during the quarter.

Managers
311
13F filers
314
New
32
Added
160
Reduced
68
Sold out
14
Shares held by filers
79,863,681

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 & CO6,756,711$152M2.19%-672,61513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,767,638$84.5M0.01%+245,06713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,708,002$83.2M0.01%+104,68713F-HRTimelineGroup
GLOBALT Investments LLC / GA2,998,377$67.3M2.4%+168,38513F-HRTimeline
NorthCoast Asset Management LLC2,637,447$59.2M1.37%+696,71813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,491,035$55.9M0.01%-24,66813F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,467,661$55.3M0.08%+189,89113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding2,335,380$52.4M+515,335Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,901,070$42.6M0.01%+1,263,05013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,874,584$42M0.01%+140,14913F-HRTimelineGroup
LPL Financial LLC1,811,146$40.6M0.01%+64,06913F-HRTimeline
NewEdge Advisors, LLC1,741,940$39.1M0.14%-2,57113F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management1,720,033$38.6M0.44%+18,30713F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,699,627$38.1M0.01%+416,99413F-HRTimelineGroup
TRUE Private Wealth Advisors1,678,023$37.6M3.59%-271,86213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,481,203$33.2M0.2%+246,25113F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth1,405,276$31.5M0.04%-4,61013F-HRTimelineGroup
Integrated Wealth Concepts LLC1,313,543$29.5M0.23%+162,55313F-HRTimeline
Connecticut Wealth Management, LLC1,240,205$27.8M1.17%+1,030,03713F-HRTimeline
Financial Advisory Corp1,205,677$27M3.76%+245,58413F-HRTimeline
Merit Financial Group, LLC1,187,645$26.6M0.2%+17,90313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC941,755$21.1M0.31%+250,93213F-HRTimeline
Capital Investment Advisors, LLC900,558$20.2M0.3%-9,96013F-HR/ATimeline
Journey Advisory Group, LLC872,105$19.6M1.68%+22,26913F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …813,004$18.2M0.99%new13F-HRTimelineGroup
MKT Advisors LLC804,133$18M6.03%+23,05313F-HRTimeline
Denver PWM, LLC772,699$17.3M5.95%+29,28813F-HRTimeline
Asset Advisors Investment Management, L…745,721$16.7M1.59%+35,45613F-HRTimeline
Carnegie Investment Counsel734,551$16.5M0.32%+125,25613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC686,345$15.4M1.16%+260,89913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.673,518$15.1M<0.01%+390,63013F-HRTimelineGroup
Fulton Bank, N.A.632,365$14.2M0.5%+267,31513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.614,994$13.8M0.02%+13,59313F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.605,306$13.6M1.33%-54,11613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA595,791$13.4M<0.01%-17,03513F-HRTimelineGroup
Krilogy Financial LLC587,025$13.2M0.42%+30,53313F-HRTimeline
CWM, LLCin group CWM, LLC562,325$12.6M0.03%+20,37113F-HRTimelineGroup
Wealth Management Strategies, Inc.537,218$12M5.45%+22,20413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…536,682$12M0.01%+83,50713F-HRTimelineGroup
SHELTON WEALTH MANAGEMENT, LLC456,390$10.2M4.51%+69,50213F-HRTimeline
Sanctuary Advisors, LLC429,045$9.62M0.05%+47,45513F-HRTimeline
CHATHAM CAPITAL GROUP, INC.418,786$9.39M1.36%-42,88613F-HRTimeline
Apella Capital, LLC410,722$9.21M0.14%+16,10713F-HRTimeline
BIP Wealth, LLC408,299$9.16M0.37%+94,56913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.391,510$8.78M0.01%+125,23613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC374,080$8.39M0.01%+50,99813F-HRTimeline
Delta Wealth Advisors LLC372,920$8.36M6.37%+26,32613F-HRTimeline
EIGHT 31 FINANCIAL, LLC355,656$7.98M4.82%-8,64713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.349,939$7.85M0.71%+132,00213F-HRTimelineGroup
Financial Engines Advisors L.L.C.342,239$7.68M0.02%+2,04213F-HRTimeline
L2 Asset Management, LLC316,392$7.3M0.69%+290,47613F-HRTimeline
Janney Montgomery Scott LLC323,811$7.26M0.02%-19,13113F-HRTimeline
Northstar Group, Inc.323,479$7.26M1.03%+11,22013F-HRTimeline
Flavin Financial Services, Inc.321,631$7.21M4.85%+5,47813F-HRTimeline
FAGAN ASSOCIATES, INC.300,552$6.74M0.94%-4,41513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC290,605$6.52M<0.01%+16,72813F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP274,896$6.17M0.01%-17,05313F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC272,733$6.12M0.41%+13,53413F-HRTimeline
REBALANCE, LLC270,646$6.07M0.35%+3,51113F-HRTimeline
Midwest Professional Planners, LTD.264,689$5.94M1.4%+59,47813F-HRTimeline
Steward Partners Investment Advisory, L…247,188$5.54M0.03%+4,04913F-HRTimeline
Independent Advisor Alliance242,226$5.43M0.06%+224,02713F-HRTimeline
Asset Dedication, LLC241,854$5.42M0.38%+43,82913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.237,567$5.33M0.22%+42,44513F-HRTimeline
Stockman Wealth Management, Inc.228,160$5.12M0.56%+18,09213F-HRTimeline
Belpointe Asset Management LLC227,847$5.11M0.19%+93,33313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP224,754$5.04M0.01%+42,96413F-HRTimelineGroup
Old Port Advisors219,098$4.91M1.13%-108,81113F-HRTimeline
Atlantic Private Wealth, LLC209,413$4.7M3.07%+13,60813F-HRTimeline
Parkside Financial Bank & Trust200,311$4.49M0.35%013F-HRTimeline
Legacy Private Trust Co.199,515$4.48M0.28%-35,05613F-HRTimeline
Eldridge Investment Advisors, Inc.198,274$4.43M0.97%+85,46513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS196,100$4.4M0.01%+5,19213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…192,190$4.31M0.01%-6,83413F-HRTimelineGroup
CENTRAL TRUST Co189,712$4.26M0.08%-63,03513F-HRTimeline
Cetera Investment Advisers189,208$4.24M<0.01%+3,45713F-HRTimeline
D.A. DAVIDSON & CO.183,480$4.12M0.02%+10,05413F-HRTimeline
SIGNATUREFD, LLC168,913$3.79M0.06%-2,15513F-HRTimeline
Accretive Wealth Partners, LLC160,695$3.6M1.02%+7,53913F-HRTimeline
Portland Global Advisors LLC160,668$3.6M0.38%+18,55413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…159,531$3.57M0.01%-118,21613F-HRTimeline
Probity Advisors, Inc.151,562$3.4M0.54%-89,19213F-HRTimeline
Ashton Thomas Private Wealth, LLC147,191$3.3M0.08%+2,68713F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC146,609$3.29M0.05%-21,97413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC144,958$3.25M0.03%-193,07213F-HRTimelineGroup
Cornerstone Planning, LLC138,194$3.11M0.7%new13F-HRTimeline
MAI Capital Management137,335$3.08M0.02%+19,99413F-HRTimeline
Allworth Financial LP135,985$3.05M0.01%-32713F-HRTimeline
HighTower Advisors, LLC135,771$3.05M<0.01%+2,62413F-HRTimeline
Lantz Financial LLC132,667$2.98M0.62%+15,86613F-HRTimeline
SCS Capital Management LLC130,543$2.93M0.03%+17,92113F-HRTimeline
Wealthspire Advisors, LLC129,461$2.9M0.02%+5,27413F-HRTimeline
Valmark Advisers, Inc.127,011$2.85M0.03%+3,16313F-HRTimeline
Cambridge Investment Research Advisors,…125,939$2.83M0.01%+15,17113F-HRTimeline
Parallel Advisors, LLC123,341$2.77M0.05%-12,53013F-HR/ATimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO121,375$2.72M<0.01%new13F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC116,960$2.62M0.1%-2,01013F-HRTimeline
Atria Investments, Inc114,709$2.57M0.03%+3,08713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding109,364$2.45M+6,103Timeline
Centennial Advisors, LLC109,253$2.45M3.12%-9,51913F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …107,299$2.41M0.02%+35613F-HRTimelineGroup
Mechanics Bank Trust Department106,000$2.38M0.33%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC103,650$2.32M0.05%+50,52513F-HRTimelineGroup
TFR Capital, LLC.103,515$2.32M0.71%-18613F-HRTimeline
Hughes Financial Services, LLC100,236$2.25M0.35%-4913F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC97,965$2.2M1.07%+58713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC95,427$2.14M0.13%-4,14713F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC95,079$2.13M1.45%new13F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/94,800$2.13M0.37%+2013F-HRTimeline
Penobscot Investment Management Company…92,000$2.06M0.16%-1,80013F-HRTimeline
Steelhead Wealth Management LLC91,611$2.05M1.04%13F-HRTimeline
IFP Advisors, Inc89,404$2.01M0.04%-5,94913F-HRTimeline
KOM Wealth Management Group, LLC85,746$1.92M1.31%+10,22313F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp84,933$1.91M0.05%-4,88413F-HRTimelineGroup
Leo Wealth, LLC83,036$1.86M0.14%-13,09113F-HRTimeline
Modern Wealth Management, LLC80,913$1.81M0.03%+11,13813F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT77,202$1.73M2.2%13F-HRTimeline
Modera Wealth Management, LLC76,908$1.73M0.02%-6,63013F-HRTimeline
Foundry Financial Group, Inc.74,487$1.67M0.83%-4,98013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC73,743$1.65M<0.01%+51,37313F-HRTimelineGroup
Scissortail Wealth Management, LLC73,448$1.65M0.33%+10,66513F-HRTimeline
KFG WEALTH MANAGEMENT, LLC70,832$1.59M0.21%+10,76613F-HRTimeline
Creative Planningin group Creative Planning70,127$1.57M<0.01%+18,72313F-HRTimelineGroup
MGO ONE SEVEN LLC68,654$1.54M0.03%+10,48713F-HRTimeline
Montecito Bank & Trust68,127$1.53M0.25%-1,67813F-HRTimeline
Klaas Financial Asset Advisors, LLC67,230$1.51M0.21%+1,91713F-HRTimeline
Reliant Wealth Planning66,696$1.5M0.45%+48913F-HRTimeline
Cannon Financial Strategists, Inc.64,583$1.45M0.19%+34113F-HRTimeline
Compass Ion Advisors, LLC64,355$1.44M0.14%+20,92113F-HRTimeline
Heartland Bank & Trust Co63,532$1.43M0.32%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.62,945$1.41M0.01%+3,33613F-HRTimelineGroup
GTS SECURITIES LLC59,940$1.34M0.05%+39,90713F-HRTimeline
Avantax Planning Partners, Inc.59,890$1.34M0.04%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC52,101$1.17M<0.01%-26,88413F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC51,684$1.16M<0.01%+9,69913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC51,104$1.15M<0.01%-10,34413F-HRTimeline
SkyView Investment Advisors, LLC50,000$1.12M0.15%013F-HRTimeline
Fourth Dimension Wealth, LLC47,487$1.07M0.4%+2,84813F-HRTimeline
Horizons Wealth Management47,322$1.06M0.71%+1,05613F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC46,994$1.05M0.55%+48413F-HRTimeline
BARRETT & COMPANY, INC.46,233$1.04M0.36%+3,65013F-HRTimeline
Summit Wealth Partners, LLC45,924$1.03M0.16%-1413F-HRTimeline
Mill Creek Capital Advisors, LLC44,695$1M0.02%013F-HRTimeline
Straight Path Wealth Management43,350$972K0.26%-30513F-HRTimeline
Great Diamond Partners, LLC41,960$941K0.18%+19,60413F-HRTimeline
Rossmore Private Capital41,190$924K0.08%+6,00113F-HRTimeline
Granite Harbor Advisors, Inc.40,855$916K0.4%+61113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC40,050$898K0.07%013F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC39,325$882K0.39%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC38,983$874K0.01%+20013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC38,638$867K0.06%+20,04913F-HRTimeline
Chris Bulman Inc38,058$854K0.37%-4,30513F-HRTimeline
EVEXIA WEALTH LLC36,562$819K0.23%+5,46013F-HRTimeline
4J Wealth Management LLC36,151$811K0.46%-34013F-HRTimeline
DUNCKER STREETT & CO INC36,106$810K0.15%+11,01613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC34,632$777K0.01%-52813F-HRTimeline
PSI Advisors, LLC34,590$776K0.19%013F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…34,116$765K0.04%+4,02113F-HRTimeline
Mesirow Financial Investment Management…33,344$748K0.01%+7,34213F-HRTimeline
Wick Capital Partners, LLC32,386$726K0.13%-2,33313F-HRTimeline
Snowden Capital Advisors LLC32,203$722K0.02%+68413F-HRTimeline
Element Wealth, LLC31,559$708K0.29%+1,27813F-HRTimeline
CIBC WORLD MARKET INC.31,368$704K<0.01%+4413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC30,985$695K0.01%-77413F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…30,828$691K0.02%-89713F-HRTimelineGroup
Savvy Advisors, Inc.30,729$689K0.02%+5,60913F-HRTimeline
TABLEAUX LLC29,946$672K0.33%-79,94513F-HRTimeline
Beacon Pointe Advisors, LLC29,508$662K<0.01%+2,47513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC29,035$651K0.01%new13F-HRTimeline
Koss-Olinger Consulting, LLC28,624$642K0.05%+5713F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)27,990$628K0.2%-51813F-HRTimeline
Pinnacle Bancorp, Inc.27,865$625K0.18%+66813F-HRTimeline
HARBOUR INVESTMENTS, INC.27,862$625K0.01%+4,92813F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…27,039$606K0.49%013F-HRTimeline
Conrad Siegel Investment Advisors, Inc.26,887$603K0.11%+24113F-HRTimeline
Pure Financial Advisors, LLC26,626$597K0.01%+1,26913F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC26,400$592K0.04%+8,89013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,177$587K<0.01%new13F-HRTimelineGroup
Essential Planning, LLC.25,759$578K0.18%-38413F-HRTimeline
Simplicity Wealth,LLC25,453$571K0.03%-2013F-HRTimeline
Madden Advisory Services, Inc.24,663$553K0.22%+14,38413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…24,246$544K<0.01%-6,35113F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC24,142$542K0.12%+9,88313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/23,944$537K<0.01%+48913F-HRTimelineGroup
Cambridge Financial Group, LLC23,712$532K0.18%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP23,481$527K0.03%+2,67513F-HRTimeline
Focused Wealth Management, Inc23,324$523K0.05%+75213F-HRTimeline
Stonebridge Financial Group, LLC23,267$522K0.04%013F-HRTimeline
Chesley Taft & Associates LLC23,000$516K0.02%+4,00013F-HRTimeline
World Investment Advisors22,960$515K0.01%+4,33213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP22,578$506K0.01%new13F-HRTimeline
National Philanthropic Trust22,261$499K0.01%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC22,060$495K<0.01%013F-HRTimelineGroup
Gilbert & Cook, Inc.22,025$494K0.06%-4,67513F-HRTimeline
BEACON FINANCIAL PLANNING, INC21,979$493K0.19%new13F-HRTimeline
Daybright Advisory Services, Inc.20,822$467K0.13%+12513F-HRTimeline
Avidian Wealth Enterprises, LLC20,537$461K0.01%+9,96713F-HRTimeline
Farther Finance Advisors, LLC20,084$449K<0.01%+9,83013F-HRTimeline
Black Maple Capital Management LP20,000$449K0.34%013F-HRTimeline
Jacobi Capital Management LLC19,960$448K0.03%+25413F-HRTimeline