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Disclosery

IBTI ISHARES TR

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IBONDS 28 TRM TS (fund)

166 managers (167 13F filers) reported a position in IBTI shares at 2024-12-31, 32,405,439 shares in all. 31 filers opened a position and 11 filers sold out during the quarter.

Managers
166
13F filers
167
New
31
Added
93
Reduced
19
Sold out
11
Shares held by filers
32,405,439

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY3,233,787$70.8M<0.01%+3,060,65113F-HR/ATimelineGroup
Focus Partners Wealthin group Focus Partners Wealth2,054,210$45M0.12%+111,48413F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,985,841$43.5M0.01%+349,89413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,759,845$38.5M<0.01%+1,055,81913F-HRTimelineGroup
NewEdge Advisors, LLC1,572,636$34.4M0.21%+541,90013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,317,442$28.9M0.01%13F-HR/ATimelineGroup
ATWOOD & PALMER INC1,083,810$23.7M1.63%+73,90613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.948,981$20.8M0.29%+169,65613F-HRTimelineGroup
Horizon Advisory Services, Inc.804,081$17.6M10.08%+23,41913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP738,507$16.2M0.02%-286,41413F-HRTimelineGroup
UBS Group AGin group UBS Group AG676,724$14.8M<0.01%+236,24613F-HRTimelineGroup
Denver PWM, LLC620,067$13.6M5.26%+177,22913F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC610,084$13.4M0.19%-71,98213F-HRTimeline
Journey Advisory Group, LLC605,120$13.2M1.58%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC591,437$13M0.19%-218,21113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC572,936$12.5M0.02%+8,11113F-HRTimeline
Baltimore-Washington Financial Advisors…537,362$11.8M0.6%+335,02313F-HRTimeline
Essential Planning, LLC.500,007$11M0.07%new13F-HRTimeline
MKT Advisors LLC487,460$10.7M4.65%+111,25113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV482,618$10.6M0.03%+64,75013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC471,153$10.3M<0.01%+101,39213F-HRTimelineGroup
Trust Co468,141$10.3M1.17%+37,99313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA453,624$9.94M<0.01%-247,54013F-HRTimelineGroup
Legacy Private Trust Co.452,318$9.91M0.65%+44,80313F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC380,302$8.33M3.25%+15,38213F-HRTimeline
LPL Financial LLC361,796$7.92M<0.01%+66,22913F-HRTimeline
Probity Advisors, Inc.344,974$7.56M1.45%+72,91313F-HRTimeline
Snowden Capital Advisors LLC333,096$7.3M0.23%+38,30613F-HRTimeline
Scissortail Wealth Management, LLC332,479$7.28M1.86%+332,05713F-HRTimeline
Wealth Management Strategies, Inc.317,678$6.96M5.32%13F-HR/ATimeline
Pineridge Advisors LLC301,527$6.6M2.5%-26,70213F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC296,543$6.5M3.56%+73,82813F-HRTimeline
Steward Partners Investment Advisory, L…294,427$6.45M0.06%-36013F-HRTimeline
CENTRAL TRUST Co237,446$5.2M0.13%+51,10213F-HRTimeline
D.A. DAVIDSON & CO.228,435$5M0.04%+20,78413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC228,248$5M0.36%-40,85013F-HRTimeline
Carmel Capital Partners, LLC222,608$4.88M1.97%+59,75813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC220,849$4.84M0.05%+123,59813F-HRTimelineGroup
IFP Advisors, Inc209,899$4.6M0.15%+79,28813F-HRTimeline
FCA CORP /TX197,307$4.32M1.35%+5,03113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC195,858$4.29M<0.01%-49,14513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…174,224$3.82M<0.01%+40,52413F-HRTimelineGroup
Financial Engines Advisors L.L.C.154,767$3.39M0.01%+17,04713F-HRTimeline
Stockman Wealth Management, Inc.150,180$3.29M0.52%+14,03113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.142,057$3.11M0.33%+33,60413F-HRTimeline
Northstar Group, Inc.140,955$3.09M0.52%+91,09013F-HRTimeline
Global Retirement Partners, LLC138,815$3.04M0.09%+2013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.132,376$2.9M0.01%+47,04013F-HR/ATimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC126,019$2.76M0.17%+11,04413F-HRTimeline
Cornerstone Planning, LLC120,926$2.65M1.01%13F-HRTimeline
Integrated Wealth Concepts LLC114,901$2.52M0.03%+41,75613F-HRTimeline
Krilogy Financial LLC114,861$2.52M0.17%+87,71613F-HRTimeline
Sanctuary Advisors, LLC109,704$2.41M0.02%+3,88313F-HRTimeline
SCS Capital Management LLC109,239$2.39M0.05%+24513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP108,542$2.38M<0.01%-38,51513F-HRTimelineGroup
Accretive Wealth Partners, LLC108,180$2.37M1.01%+1,36813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC108,069$2.37M0.05%+16,98013F-HRTimeline
Atria Investments, Inc104,993$2.3M0.03%+89,57913F-HRTimeline
Cetera Investment Advisers104,853$2.3M<0.01%+20,93313F-HRTimeline
Janney Montgomery Scott LLC104,117$2.28M0.01%+10,52713F-HRTimeline
Allworth Financial LP95,851$2.1M0.01%+15,81013F-HRTimeline
BOSTON FAMILY OFFICE LLC89,192$1.95M0.13%+13,63313F-HRTimeline
Leo Wealth, LLC88,260$1.93M0.17%+56,39313F-HRTimeline
STAR Financial Bank84,429$1.85M1.33%+4,33113F-HRTimeline
Reliant Wealth Planning80,568$1.76M0.83%+12,07913F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC71,016$1.56M1.34%+20,88813F-HRTimeline
Valmark Advisers, Inc.70,807$1.55M0.02%+42,26513F-HRTimeline
Federation des caisses Desjardins du Qu…68,021$1.49M0.01%-32,63913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…65,373$1.43M0.01%+31,25413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.62,908$1.38M<0.01%+38,44813F-HRTimelineGroup
Asset Advisors Investment Management, L…62,555$1.37M0.14%new13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp59,128$1.3M0.04%+2,72413F-HRTimelineGroup
Foundry Financial Group, Inc.57,528$1.26M0.78%+5,22613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.57,046$1.25M0.06%+18,02813F-HRTimeline
SIGNATUREFD, LLC51,269$1.12M0.02%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS51,163$1.12M<0.01%+32,09713F-HRTimeline
HighTower Advisors, LLC41,372$906K<0.01%+4,12513F-HRTimeline
Capital Investment Advisors, LLC40,419$885K0.02%+31,05013F-HRTimeline
Strategic Blueprint, LLC40,252$882K0.05%+74513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding39,593$867K+5,106Timeline
BlackRock, Inc.in group BlackRock, Inc.39,336$862K<0.01%new13F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC37,949$831K0.04%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding37,869$829K-5,423Timeline
Granite Harbor Advisors, Inc.37,547$822K0.45%+11,20313F-HRTimeline
Consolidated Portfolio Review Corp37,302$817K0.13%new13F-HRTimeline
Cambridge Investment Research Advisors,…36,883$808K<0.01%+2,43413F-HRTimeline
Austin Private Wealth, LLC35,958$788K0.07%+1,13513F-HRTimeline
CWM, LLCin group CWM, LLC31,672$694K<0.01%+2,69613F-HRTimelineGroup
Compass Ion Advisors, LLC28,472$624K0.07%013F-HRTimeline
DUNCKER STREETT & CO INC26,855$588K0.11%+8,95713F-HRTimeline
Grant Street Asset Management, Inc.23,179$508K0.13%+29513F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…21,914$480K0.51%new13F-HRTimeline
Straight Path Wealth Management21,228$465K0.18%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC21,057$461K<0.01%+1,91413F-HRTimelineGroup
EVEXIA WEALTH LLC18,905$414K0.14%new13F-HRTimeline
Midwest Professional Planners, LTD.18,582$407K0.12%new13F-HRTimeline
Creative Planningin group Creative Planning18,316$401K<0.01%new13F-HRTimelineGroup
MAI Capital Management18,242$400K<0.01%new13F-HRTimeline
Independent Advisor Alliance18,034$395K0.01%new13F-HRTimeline
Signature Wealth Management Group17,972$394K0.16%+3,62213F-HRTimeline
Heartland Bank & Trust Co17,835$391K0.21%+5,87113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,407$382K<0.01%+2,73413F-HRTimelineGroup
Koss-Olinger Consulting, LLC17,400$381K0.03%new13F-HRTimeline
Apella Capital, LLC16,072$352K0.01%+20413F-HRTimeline
Jacobi Capital Management LLC16,052$352K0.03%+4,04013F-HRTimeline
Trinity Wealth Management, LLC15,078$330K0.15%+4,00113F-HRTimeline
BARRETT & COMPANY, INC.14,865$326K0.14%+5,20913F-HRTimeline
Hara Capital LLC14,300$313K0.2%-4,90313F-HR/ATimeline
MML INVESTORS SERVICES, LLC14,227$312K<0.01%+19913F-HRTimeline
Pinnacle Bancorp, Inc.14,127$309K0.1%+4,12713F-HRTimeline
KPP Advisory Services LLC13,800$302K0.07%+1,00013F-HRTimeline
Montecito Bank & Trust13,794$302K0.05%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,413$294K0.01%+9113F-HRTimelineGroup
FULLCIRCLE WEALTH LLC13,319$292K0.12%new13F-HRTimeline
Crews Bank & Trust13,205$289K0.05%13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,117$287K<0.01%+1,31713F-HRTimelineGroup
CFS Investment Advisory Services, LLC13,027$285K0.03%+20513F-HRTimeline
Autumn Glory Partners, LLC12,888$282K0.14%+13513F-HRTimeline
Strategic Financial Concepts, LLC12,350$271K0.05%013F-HR/ATimeline
C2P Capital Advisory Group, LLC d.b.a. …12,030$264K0.02%-13413F-HR/ATimeline
Highland Financial Advisors, LLC11,430$250K0.09%013F-HRTimeline
Cambridge Financial Group, LLC11,068$242K0.1%013F-HRTimeline
Yoder Wealth Management, Inc.10,970$240K0.13%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC10,524$231K0.02%new13F-HRTimeline
Mendota Financial Group, LLC10,484$230K0.15%-14,34413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/10,195$223K<0.01%+49813F-HRTimelineGroup
PRIVATE TRUST CO NA10,039$220K0.02%+4,38513F-HRTimeline
Safeguard Financial, LLC9,892$217K0.05%new13F-HRTimeline
BCS Wealth Management9,827$215K0.05%013F-HRTimeline
Berger Financial Group, Inc9,601$210K0.01%new13F-HRTimeline
Element Wealth, LLC9,395$206K0.11%+2,50113F-HRTimeline
WASHINGTON TRUST Co7,600$166K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.6,230$136K0.02%new13F-HRTimeline
Asset Dedication, LLC6,154$135K0.01%-83,59413F-HRTimeline
Spectrum Wealth Counsel, LLC5,195$114K0.01%-5213F-HRTimeline
MONTAG A & ASSOCIATES INC4,504$98.7K<0.01%new13F-HRTimeline
COMERICA BANK4,451$97.5K<0.01%+3,66913F-HR/ATimeline
Bogart Wealth, LLC3,354$73.5K<0.01%+313F-HRTimeline
Stonebridge Financial Group, LLC3,255$71.3K0.01%13F-HRTimeline
First PREMIER Bank3,091$68K0.02%+9413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,050$66.8K<0.01%+30013F-HRTimelineGroup
TD Waterhouse Canada Inc.2,746$60.1K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC2,331$51.1K0.01%+1413F-HRTimeline
HM PAYSON & CO2,259$49.5K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC2,255$49.4K0.03%+92513F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,150$47.1K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,080$46K<0.01%013F-HRTimelineGroup
2UniFi Bank1,913$41.9K0.03%13F-HRTimeline
PSI Advisors, LLC1,900$41.6K0.01%new13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,825$40K0.01%new13F-HRTimeline
Robbins Farley1,824$40K0.02%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,653$36.2K<0.01%+2113F-HRTimelineGroup
Parallel Advisors, LLC1,640$35.9K<0.01%-1,09113F-HRTimeline
Laurel Wealth Advisors LLC1,450$31.8K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,210$26.5K<0.01%013F-HRTimeline
Towne Trust Company, N.A1,150$25.2K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,134$24.8K<0.01%new13F-HRTimeline
Horizons Wealth Management1,054$23.1K0.02%new13F-HRTimeline
EASTERN BANK950$20.8K<0.01%-313F-HRTimeline
Venturi Wealth Management, LLC751$16.4K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC576$12.6K<0.01%-1,64413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO238$5.21K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV189$4.14K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…63$1.38K<0.01%013F-HRTimelineGroup
Costello Asset Management, INC20$444<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.