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Disclosery

IBTI ISHARES TR

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IBONDS 28 TRM TS (fund)

253 managers (256 13F filers) reported a position in IBTI shares at 2026-06-30, 66,596,503 shares in all. 23 filers opened a position and 14 filers sold out during the quarter.

Managers
253
13F filers
256
New
23
Added
146
Reduced
46
Sold out
14
Shares held by filers
66,596,503

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Stratos Wealth Partners, LTD.group of 2 filers holding3,808,936$84.3M+2,765,393Timeline
MORGAN STANLEYin group MORGAN STANLEY3,471,206$76.9M<0.01%+52,48913F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth3,426,968$75.9M0.08%+5,52313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,057,130$67.7M<0.01%+330,79413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,638,111$58.4M0.07%+232,60013F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,914,158$42.4M0.01%-1,125,01013F-HRTimelineGroup
Arax Advisory Partners1,889,290$41.8M0.28%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,822,459$40.3M0.01%-125,16213F-HRTimelineGroup
Integrated Wealth Concepts LLC1,679,990$37.2M0.18%+870,04213F-HRTimeline
BAILARD, INC.1,439,724$31.9M0.65%+77,77113F-HRTimeline
UBS Group AGin group UBS Group AG1,381,039$30.6M<0.01%-29,33613F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management1,373,314$30.4M0.31%+18,39813F-HRTimelineGroup
Financial Advisory Corp1,347,199$29.8M3.95%+112,58113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,340,234$29.7M0.01%+69,85713F-HRTimelineGroup
Heartwood Wealth Advisors LLC1,306,170$28.9M2.25%+14,27913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,264,630$28M0.15%+82,99613F-HRTimelineGroup
Asset Advisors Investment Management, L…1,215,509$26.9M2.47%+2,26413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,194,096$26.4M<0.01%+516,56113F-HRTimelineGroup
HM PAYSON & CO1,184,748$26.2M0.35%+136,88713F-HRTimeline
LPL Financial LLC1,110,186$24.6M0.01%+69,19513F-HRTimeline
ATWOOD & PALMER INC959,379$21.2M1.13%+15,96913F-HRTimeline
Horizon Advisory Services, Inc.922,765$20.4M8.62%+21,54413F-HRTimeline
Journey Advisory Group, LLC878,742$19.5M1.49%+8,32213F-HRTimeline
MKT Advisors LLC841,610$18.6M5.77%+38,79713F-HRTimeline
Baltimore-Washington Financial Advisors…829,783$18.4M0.69%+38,05713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC804,732$17.8M<0.01%+1,88213F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …775,624$17.2M0.82%+19,86413F-HRTimelineGroup
Denver PWM, LLC734,257$16.2M5.31%+68,67013F-HRTimeline
Krilogy Financial LLC642,965$14.2M0.42%+44,04913F-HRTimeline
Legacy Private Trust Co.580,762$12.9M0.72%+32,67313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP557,388$12.3M0.01%+2,48713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC547,014$12.1M0.02%-28,04013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA541,584$12M<0.01%-399,09213F-HRTimelineGroup
Scissortail Wealth Management, LLC526,299$11.7M2.24%+8,10613F-HRTimeline
Trust Co511,055$11.3M1.02%+2,09113F-HRTimeline
Wealth Management Strategies, Inc.506,332$11.2M4.38%+30,75313F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC490,978$10.9M4.3%+32,54613F-HRTimeline
BIP Wealth, LLC488,074$10.8M0.31%+258,12013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC467,062$10.3M0.14%+79,24113F-HRTimeline
Carmel Capital Partners, LLC453,564$10M3.32%+162,47913F-HRTimeline
EIGHT 31 FINANCIAL, LLC428,466$9.49M5.64%+11,29313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.424,248$9.39M0.83%+6,39213F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…399,155$8.84M<0.01%+74,84813F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC398,119$8.81M0.59%-160,72613F-HRTimeline
NewEdge Advisors, LLC392,340$8.69M0.03%+42,34413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.391,165$8.66M0.01%+6,12813F-HRTimelineGroup
Snowden Capital Advisors LLC378,862$8.39M0.2%-3,53813F-HRTimeline
D.A. DAVIDSON & CO.349,431$7.74M0.04%+39,75813F-HRTimeline
Northstar Group, Inc.348,639$7.72M0.99%+25,34113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.313,944$6.95M0.01%+28,91413F-HRTimelineGroup
CENTRAL TRUST Co302,583$6.7M0.12%+18,04713F-HRTimeline
Financial Engines Advisors L.L.C.300,782$6.66M0.01%-5,35213F-HRTimeline
REBALANCE, LLC297,936$6.6M0.35%+29,57713F-HRTimeline
Janney Montgomery Scott LLC294,724$6.53M0.01%+7,51113F-HRTimeline
BOSTON FAMILY OFFICE LLC289,372$6.41M0.39%+23,38813F-HRTimeline
Old Port Advisors269,246$5.96M1.18%+116,23913F-HRTimeline
Asset Dedication, LLC249,289$5.52M0.35%+40,92113F-HRTimeline
Stockman Wealth Management, Inc.230,063$5.09M0.53%+6,93313F-HRTimeline
FCA CORP /TX228,370$5.06M1.25%+4,07413F-HRTimeline
Apella Capital, LLC217,581$4.8M0.07%+22,88013F-HRTimeline
Global Retirement Partners, LLC213,171$4.72M0.07%13F-HRTimeline
IFP Advisors, Inc210,382$4.66M0.08%+23,16313F-HRTimeline
OAK FAMILY ADVISORS, LLC199,346$4.41M1.27%-74,73213F-HRTimeline
Accretive Wealth Partners, LLC198,458$4.39M1.07%+35,97913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.191,149$4.23M0.15%+13,13813F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC183,617$4.07M0.98%-28,49513F-HRTimeline
SIGNATUREFD, LLC179,960$3.98M0.05%+6,98613F-HRTimeline
Portland Global Advisors LLC175,459$3.88M0.37%+13,29713F-HRTimeline
Belpointe Asset Management LLC174,270$3.86M0.13%+13,47713F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC165,757$3.67M0.13%+26,07013F-HRTimeline
Atlantic Private Wealth, LLC165,243$3.66M2.24%+164,18713F-HRTimeline
Sanctuary Advisors, LLC157,821$3.49M0.02%+27,44413F-HRTimeline
Lantz Financial LLC156,113$3.46M0.63%+21,31713F-HRTimeline
Midwest Professional Planners, LTD.155,906$3.45M0.68%+37,07313F-HRTimeline
Parallel Advisors, LLC154,073$3.41M0.05%+11,17013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC151,702$3.36M0.16%-9,57513F-HRTimeline
CHATHAM CAPITAL GROUP, INC.149,365$3.31M0.42%+1,40013F-HRTimeline
Ashton Thomas Private Wealth, LLC149,209$3.3M0.07%+1,98313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…139,429$3.09M0.01%+12,27713F-HRTimelineGroup
Cornerstone Planning, LLC139,140$3.08M0.71%+2,79113F-HRTimeline
Probity Advisors, Inc.138,205$3.06M0.44%-119,53313F-HRTimeline
Allworth Financial LP137,666$3.05M0.01%+1,80413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC133,775$2.96M0.02%+21,05413F-HRTimelineGroup
SCS Capital Management LLC129,890$2.88M0.03%-1,58213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…126,255$2.79M<0.01%+23,33513F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC125,153$2.77M1.11%-1,55613F-HRTimeline
Cetera Investment Advisers121,723$2.69M<0.01%-1,91413F-HRTimeline
Atria Investments, Inc120,644$2.67M0.03%+5,42413F-HRTimeline
Capital Investment Advisors, LLC119,829$2.65M0.03%+3,31413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS114,451$2.53M<0.01%+6,12513F-HRTimeline
Astra Wealth Partners LLC113,992$2.52M1.41%new13F-HRTimeline
Penobscot Investment Management Company…106,465$2.36M0.16%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC106,150$2.35M0.16%013F-HRTimeline
Valmark Advisers, Inc.105,712$2.34M0.02%+26,18513F-HRTimeline
Hughes Financial Services, LLC103,191$2.28M0.3%+3,22113F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/96,460$2.14M0.34%+2,13013F-HRTimeline
Reliant Wealth Planning96,139$2.13M0.59%+3,86113F-HRTimeline
Essential Planning, LLC.91,472$2.03M0.57%-77413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding91,437$2.02M+6,694Timeline
TFR Capital, LLC.89,777$1.99M0.56%-2,76913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP88,526$1.96M<0.01%-1,63913F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp87,512$1.94M0.05%+4,96513F-HRTimelineGroup
Montecito Bank & Trust82,195$1.82M0.27%+22,82313F-HRTimeline
MML INVESTORS SERVICES, LLC82,059$1.82M<0.01%+16,63013F-HRTimeline
Foundry Financial Group, Inc.76,878$1.7M0.74%+75613F-HRTimeline
KFG WEALTH MANAGEMENT, LLC67,035$1.48M0.17%+1,69613F-HRTimeline
Delta Wealth Advisors LLC66,767$1.48M1.06%+13,27713F-HRTimeline
Basepoint Wealth LLC66,663$1.48M0.84%+43,78813F-HRTimeline
Creative Planningin group Creative Planning66,533$1.47M<0.01%+27,49113F-HRTimelineGroup
KOM Wealth Management Group, LLC64,247$1.42M0.86%+13,23313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC64,165$1.42M<0.01%-19,05813F-HRTimelineGroup
Cambridge Investment Research Advisors,…60,405$1.34M<0.01%-49,97613F-HR/ATimeline
PFG Advisors60,134$1.33M0.07%new13F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT58,837$1.3M1.4%-20,38113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC58,166$1.29M0.02%-1,02213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC57,366$1.27M<0.01%+7,03713F-HRTimelineGroup
MGO ONE SEVEN LLC54,482$1.21M0.02%+9,02213F-HRTimeline
Great Diamond Partners, LLC52,537$1.16M0.2%+16,04513F-HRTimeline
NewSquare Capital LLC52,397$1.16M0.09%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC51,775$1.15M<0.01%-9,00013F-HRTimelineGroup
Compass Ion Advisors, LLC49,723$1.1M0.09%013F-HRTimeline
Matthew Goff Investment Advisor, LLC47,960$1.06M0.18%new13F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…44,558$987K0.05%+18,09713F-HRTimeline
Atwater Malick LLC40,896$905K0.2%+13,95213F-HRTimeline
Mariner, LLCin group Mariner, LLC40,203$890K<0.01%-9,50513F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC39,385$872K0.01%+1,33613F-HRTimelineGroup
BARRETT & COMPANY, INC.38,629$855K0.24%+10,51913F-HRTimeline
DUNCKER STREETT & CO INC36,707$813K0.14%+34113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC33,512$747K<0.01%+7,40513F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC33,384$739K0.04%+8613F-HRTimeline
Wealthspire Advisors, LLC33,170$734K<0.01%+45213F-HRTimeline
Merit Financial Group, LLC32,889$728K<0.01%+6,38213F-HR/ATimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…32,616$722K0.02%-5,21613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.32,364$717K0.01%+30013F-HRTimeline
Straight Path Wealth Management32,322$716K0.17%+85313F-HRTimeline
HighTower Advisors, LLC31,819$704K<0.01%+2,34613F-HRTimeline
Mendota Financial Group, LLC31,198$691K0.43%+28913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/30,982$686K<0.01%+6,49813F-HRTimelineGroup
CIBC WORLD MARKET INC.30,911$684K<0.01%-14913F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC29,788$660K0.31%+3,61413F-HRTimeline
Koss-Olinger Consulting, LLC29,001$642K0.05%+18013F-HRTimeline
Wealth Advisory Solutions, LLC28,552$632K0.13%+4,90913F-HRTimeline
Granite Harbor Advisors, Inc.28,199$624K0.25%-13,06513F-HRTimeline
Modera Wealth Management, LLC27,964$619K0.01%013F-HRTimeline
Independent Advisor Alliance27,935$618K0.01%-210,02313F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…27,635$612K0.41%013F-HRTimeline
Black Maple Capital Management LP27,250$603K0.4%+4,00013F-HRTimeline
Modern Wealth Management, LLC26,845$594K0.01%-54,44713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP26,773$593K0.01%+12,74613F-HRTimeline
Element Wealth, LLC26,691$591K0.22%-24713F-HRTimeline
Beacon Pointe Advisors, LLC26,621$589K<0.01%+3,96013F-HRTimeline
TABLEAUX LLC25,131$556K0.23%-3,39413F-HRTimeline
Chris Bulman Inc24,939$552K0.2%-3,18813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC24,865$551K<0.01%+5,50013F-HRTimelineGroup
Grant Street Asset Management, Inc.24,467$542K0.09%+22713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…24,065$533K<0.01%+19,15013F-HRTimelineGroup
Keeler Thomas Management LLC23,517$521K0.18%-5,13713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC23,155$513K<0.01%013F-HRTimeline
Gilbert & Cook, Inc.22,110$490K0.06%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,225$470K<0.01%+79013F-HRTimelineGroup
Daybright Advisory Services, Inc.21,237$469K0.11%+26213F-HRTimeline
Madden Advisory Services, Inc.20,662$457K0.16%+99813F-HRTimeline
Strategic Financial Concepts, LLC20,262$449K0.13%013F-HRTimeline
Avidian Wealth Enterprises, LLC19,975$442K0.01%+1,58113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC19,274$427K0.01%-1,17213F-HRTimelineGroup
Heartland Bank & Trust Co19,209$425K0.09%013F-HRTimeline
Jacobi Capital Management LLC18,837$417K0.02%+11413F-HRTimeline
BEACON FINANCIAL PLANNING, INC18,077$400K0.14%+10813F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE18,000$399K0.05%013F-HRTimeline
Prime Capital Investment Advisors, LLC17,839$395K<0.01%+1,27913F-HRTimeline
Walleye Partners, LLC17,423$386K0.44%+16213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,409$385K0.01%-54,57913F-HRTimelineGroup
Advisory Services Network, LLC17,240$382K<0.01%+3,96013F-HRTimeline
Autumn Glory Partners, LLC16,478$365K0.1%+2,76113F-HRTimeline
DecisionMap Wealth Management, LLC16,249$360K0.2%+4,26813F-HRTimeline
Pinnacle Bancorp, Inc.16,163$358K0.09%013F-HRTimeline
OneDigital Investment Advisors LLC16,073$356K<0.01%-84213F-HRTimeline
Opus Capital Group, LLC15,830$350K0.03%013F-HRTimeline
Crews Bank & Trust15,775$349K0.05%013F-HRTimeline
Summit Wealth Partners, LLC15,443$342K0.05%013F-HRTimeline
Trinity Wealth Management, LLC15,387$341K0.11%013F-HRTimeline
Steward Partners Investment Advisory, L…15,136$335K<0.01%-531,68213F-HRTimeline
Single Point Partners, LLC14,996$332K0.06%new13F-HRTimeline
High Note Wealth, LLC14,961$331K0.06%013F-HRTimeline
Community Financial Services Group, LLC14,992$331K0.05%new13F-HRTimeline
Towne Trust Company, N.A14,695$325K0.1%+2,29513F-HRTimeline
Yoder Wealth Management, Inc.14,470$320K0.13%+1,40013F-HRTimeline
CFS Investment Advisory Services, LLC14,333$317K0.02%013F-HRTimeline
KPP Advisory Services LLC14,240$315K0.04%-33513F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)14,094$312K0.09%-59813F-HRTimeline
Old Mission Investment Co LLC13,696$303K0.06%13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC13,452$298K0.05%-87213F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC13,378$296K0.17%+20613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,817$284K0.01%+413F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC12,746$282K0.06%-48913F-HRTimeline
Physician Wealth Advisors, Inc.12,739$282K0.03%+5,75413F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC12,656$282K0.04%013F-HRTimeline
MAI Capital Management12,710$281K<0.01%-7,12113F-HRTimeline
McGuire Investment Group, LLC12,704$281K0.02%new13F-HRTimeline
Alamar Capital Management, LLC12,700$281K0.14%013F-HRTimeline