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Disclosery

IBTI ISHARES TR

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IBONDS 28 TRM TS (fund)

186 managers (187 13F filers) reported a position in IBTI shares at 2025-03-31, 36,885,560 shares in all. 29 filers opened a position and 7 filers sold out during the quarter.

Managers
186
13F filers
187
New
29
Added
107
Reduced
22
Sold out
7
Shares held by filers
36,885,560

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY3,431,630$76.4M0.01%+197,84313F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth2,464,221$54.8M0.14%+410,01113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,419,563$53.8M0.01%+433,72213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,065,116$45.9M<0.01%+305,27113F-HRTimelineGroup
NewEdge Advisors, LLC1,495,732$33.3M0.2%-76,90413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,209,605$26.9M0.01%-107,83713F-HRTimelineGroup
ATWOOD & PALMER INC1,133,823$25.2M1.75%+50,01313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.996,970$22.2M0.34%+47,98913F-HRTimelineGroup
Horizon Advisory Services, Inc.826,003$18.4M10.4%+21,92213F-HRTimeline
UBS Group AGin group UBS Group AG784,529$17.5M<0.01%+107,80513F-HRTimelineGroup
Journey Advisory Group, LLC778,448$17.3M1.42%+173,32813F-HRTimeline
Financial Advisory Corp741,664$16.5M2.73%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC691,944$15.4M<0.01%+220,79113F-HRTimelineGroup
Denver PWM, LLC689,290$15.3M5.52%+69,22313F-HRTimeline
Baltimore-Washington Financial Advisors…600,982$13.4M0.71%+63,62013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC589,810$13.1M0.02%+16,87413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV528,120$11.8M0.03%+45,50213F-HRTimeline
LPL Financial LLC505,230$11.2M<0.01%+143,43413F-HRTimeline
MKT Advisors LLC499,428$11.1M5.22%+11,96813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA496,891$11.1M<0.01%+43,26713F-HR/ATimelineGroup
Trust Co490,343$10.9M1.3%+22,20213F-HRTimeline
Legacy Private Trust Co.479,088$10.7M0.73%+26,77013F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC438,690$9.76M0.14%-171,39413F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC435,577$9.69M3.79%+55,27513F-HRTimeline
Scissortail Wealth Management, LLC412,458$9.18M2.36%+79,97913F-HRTimeline
EIGHT 31 FINANCIAL, LLC367,283$8.17M5.23%new13F-HRTimeline
Probity Advisors, Inc.366,861$8.16M1.57%+21,88713F-HRTimeline
Snowden Capital Advisors LLC362,714$8.07M0.26%+29,61813F-HRTimeline
Wealth Management Strategies, Inc.353,920$7.87M5.27%+36,24213F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC325,923$7.25M4.15%+29,38013F-HRTimeline
Steward Partners Investment Advisory, L…301,898$6.72M0.06%+7,47113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…283,067$6.3M0.05%+217,69413F-HRTimelineGroup
Pineridge Advisors LLC281,959$6.27M2.45%-19,56813F-HRTimeline
Asset Advisors Investment Management, L…280,181$6.23M0.65%+217,62613F-HRTimeline
CENTRAL TRUST Co277,006$6.16M0.15%+39,56013F-HRTimeline
Financial Engines Advisors L.L.C.264,848$5.89M0.01%+110,08113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC255,389$5.68M0.66%new13F-HRTimeline
D.A. DAVIDSON & CO.253,169$5.63M0.05%+24,73413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.252,269$5.62M0.01%+119,89313F-HRTimelineGroup
Carmel Capital Partners, LLC247,149$5.5M2.16%+24,54113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC231,159$5.15M<0.01%+35,30113F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC226,738$5.04M0.06%+5,88913F-HRTimelineGroup
Integrated Wealth Concepts LLC225,675$5.02M0.06%+110,77413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC219,177$4.88M0.35%-9,07113F-HRTimeline
IFP Advisors, Inc216,764$4.82M0.15%+6,86513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.210,142$4.68M0.5%+68,08513F-HRTimeline
FCA CORP /TX198,253$4.41M1.41%+94613F-HRTimeline
Northstar Group, Inc.190,405$4.24M0.69%+49,45013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC176,515$3.93M0.07%+68,44613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.166,680$3.71M<0.01%+127,34413F-HRTimelineGroup
Stockman Wealth Management, Inc.164,217$3.65M0.54%+14,03713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC158,370$3.52M<0.01%new13F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…157,473$3.5M<0.01%-16,75113F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC153,113$3.41M0.21%+27,09413F-HRTimeline
Janney Montgomery Scott LLC146,982$3.27M0.01%+42,86513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP142,439$3.17M<0.01%-596,06813F-HRTimelineGroup
Accretive Wealth Partners, LLC137,232$3.06M1.08%+29,05213F-HRTimeline
Krilogy Financial LLC133,282$2.97M0.19%+18,42113F-HRTimeline
BOSTON FAMILY OFFICE LLC132,495$2.95M0.21%+43,30313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC125,467$2.79M<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers117,309$2.61M0.01%+12,45613F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC114,663$2.55M0.11%+76,71413F-HRTimeline
Sanctuary Advisors, LLC112,226$2.5M0.02%+2,52213F-HRTimeline
Parallel Advisors, LLC109,425$2.43M0.06%+107,78513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC108,360$2.41M<0.01%new13F-HR/ATimelineGroup
Leo Wealth, LLC106,657$2.37M0.34%+18,39713F-HRTimeline
SCS Capital Management LLC103,883$2.31M0.03%-5,35613F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP103,408$2.3M<0.01%-5,13413F-HRTimelineGroup
Atria Investments, Inc98,793$2.2M0.03%-6,20013F-HRTimeline
Allworth Financial LP97,875$2.18M0.01%+2,02413F-HRTimeline
SIGNATUREFD, LLC91,703$2.04M0.04%+40,43413F-HRTimeline
Hughes Financial Services, LLC91,410$2.03M0.4%new13F-HRTimeline
HRT FINANCIAL LP88,083$1.96M0.01%new13F-HRTimeline
STAR Financial Bank85,623$1.91M1.39%+1,19413F-HRTimeline
Reliant Wealth Planning80,238$1.79M0.81%-33013F-HRTimeline
Valmark Advisers, Inc.77,220$1.72M0.03%+6,41313F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC72,651$1.62M1.26%+1,63513F-HRTimeline
Apella Capital, LLC71,313$1.58M0.05%+55,24113F-HRTimeline
Federation des caisses Desjardins du Qu…69,172$1.54M0.01%+1,15113F-HRTimeline
Foundry Financial Group, Inc.68,729$1.53M0.94%+11,20113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.66,390$1.48M<0.01%+3,48213F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.63,374$1.41M0.07%+6,32813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding62,164$1.38M+22,571Timeline
Associated Banc-Corpin group Associated Banc-Corp59,290$1.32M0.04%+16213F-HRTimelineGroup
REBALANCE, LLC57,745$1.28M0.09%new13F-HRTimeline
Strategic Blueprint, LLC56,306$1.25M0.07%+16,05413F-HRTimeline
Sigma Planning Corp53,436$1.19M0.04%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS51,380$1.14M<0.01%+21713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…44,442$989K<0.01%new13F-HRTimelineGroup
Capital Investment Advisors, LLC43,662$971K0.02%+3,24313F-HRTimeline
Midwest Professional Planners, LTD.42,665$949K0.3%+24,08313F-HRTimeline
Keeler Thomas Management LLC41,160$916K0.45%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…40,656$905K0.03%+2,78713F-HRTimelineGroup
Consolidated Portfolio Review Corp40,066$891K0.14%+2,76413F-HRTimeline
CWM, LLCin group CWM, LLC38,866$865K<0.01%+7,19413F-HRTimelineGroup
Montecito Bank & Trust38,664$860K0.15%+24,87013F-HRTimeline
Cambridge Investment Research Advisors,…38,377$854K<0.01%+1,49413F-HRTimeline
Granite Harbor Advisors, Inc.37,547$835K0.44%013F-HRTimeline
Austin Private Wealth, LLC35,967$800K0.07%+913F-HRTimeline
GTS SECURITIES LLC34,122$759K0.03%new13F-HRTimeline
FULLCIRCLE WEALTH LLC28,942$647K0.27%+15,62313F-HRTimeline
Compass Ion Advisors, LLC28,472$634K0.07%013F-HRTimeline
DUNCKER STREETT & CO INC26,855$598K0.12%013F-HRTimeline
RFP Financial Group LLC26,704$594K0.24%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC25,451$566K0.01%new13F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…24,191$538K0.61%+2,27713F-HRTimeline
Grant Street Asset Management, Inc.23,328$519K0.13%+14913F-HRTimeline
Signature Wealth Management Group23,266$518K0.2%+5,29413F-HRTimeline
Koss-Olinger Consulting, LLC22,829$508K0.04%+5,42913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC21,150$471K<0.01%+9313F-HRTimelineGroup
Straight Path Wealth Management20,994$467K0.19%-23413F-HRTimeline
Creative Planningin group Creative Planning20,936$466K<0.01%+2,62013F-HRTimelineGroup
Wealth Advisory Solutions, LLC20,088$447K0.12%new13F-HRTimeline
BARRETT & COMPANY, INC.19,465$433K0.19%+4,60013F-HRTimeline
EVEXIA WEALTH LLC19,287$428K0.16%+38213F-HRTimeline
MAI Capital Management18,360$408K<0.01%+11813F-HRTimeline
Heartland Bank & Trust Co17,835$397K0.2%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,407$382K<0.01%013F-HR/ATimelineGroup
CFS Investment Advisory Services, LLC16,939$377K0.03%+3,91213F-HRTimeline
Jacobi Capital Management LLC16,061$357K0.03%+913F-HRTimeline
Pinnacle Bancorp, Inc.15,492$345K0.11%+1,36513F-HRTimeline
Trinity Wealth Management, LLC15,078$335K0.15%013F-HRTimeline
Crews Bank & Trust14,275$318K0.05%+1,07013F-HRTimeline
MML INVESTORS SERVICES, LLC13,951$310K<0.01%-27613F-HRTimeline
KPP Advisory Services LLC13,800$307K0.06%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,413$294K0.01%013F-HRTimelineGroup
HighTower Advisors, LLC13,144$292K<0.01%-28,22813F-HRTimeline
Autumn Glory Partners, LLC12,888$287K0.14%013F-HRTimeline
TABLEAUX LLC12,850$286K0.21%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.12,560$279K0.01%+11,42613F-HRTimeline
Strategic Financial Concepts, LLC12,525$279K0.05%+17513F-HRTimeline
Essential Planning, LLC.12,344$275K0.11%-487,66313F-HRTimeline
Cambridge Financial Group, LLC11,704$260K0.11%+63613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/11,639$259K<0.01%+1,44413F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …11,637$258K0.02%-39313F-HRTimeline
United Community Bankin group United Community Bank11,520$256K0.1%new13F-HRTimelineGroup
Highland Financial Advisors, LLC11,430$254K0.09%013F-HRTimeline
Element Wealth, LLC10,995$245K0.13%+1,60013F-HRTimeline
Yoder Wealth Management, Inc.10,970$244K0.14%013F-HRTimeline
Independent Advisor Alliance10,923$243K0.01%-7,11113F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC10,551$235K0.02%+2713F-HRTimeline
Physician Wealth Advisors, Inc.10,362$231K0.04%+4,13213F-HRTimeline
Safeguard Financial, LLC9,910$220K0.05%+1813F-HRTimeline
BCS Wealth Management9,827$219K0.06%013F-HRTimeline
Summit Wealth Partners, LLC9,771$217K0.04%new13F-HRTimeline
Berger Financial Group, Inc9,601$214K0.01%013F-HRTimeline
4J Wealth Management LLC9,533$212K0.17%new13F-HRTimeline
Asset Dedication, LLC9,266$206K0.02%+3,11213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,259$206K<0.01%new13F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC9,023$201K0.04%new13F-HRTimeline
DecisionMap Wealth Management, LLC9,002$200K0.15%new13F-HRTimeline
Hara Capital LLC7,150$159K0.11%-7,15013F-HRTimeline
PRIVATE TRUST CO NA6,225$139K0.01%-3,81413F-HRTimeline
Lowe Wealth Advisors, LLC5,345$119K0.05%new13F-HRTimeline
COMERICA BANK5,212$116K<0.01%+76113F-HRTimeline
Spectrum Wealth Counsel, LLC5,195$116K0.01%013F-HRTimeline
WASHINGTON TRUST Co5,100$113K<0.01%-2,50013F-HRTimeline
Cherry Tree Wealth Management, LLC4,022$89.5K0.02%+1,69113F-HRTimeline
Bogart Wealth, LLC3,355$74.7K<0.01%+113F-HRTimeline
2UniFi Bank3,314$73.5K0.05%+1,40113F-HRTimeline
Stonebridge Financial Group, LLC3,255$72.4K0.01%013F-HRTimeline
First PREMIER Bank3,091$69K0.02%013F-HRTimeline
AllSquare Wealth Management LLC3,073$68.4K0.04%+81813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,050$67.9K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,496$55.5K<0.01%+1,28613F-HRTimeline
HM PAYSON & CO2,259$50.3K<0.01%013F-HRTimeline
Towne Trust Company, N.A2,100$46.7K0.02%+95013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,080$46K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,063$45.9K<0.01%+41013F-HRTimelineGroup
Mascoma Wealth Management LLC1,985$44.2K0.01%new13F-HRTimeline
PSI Advisors, LLC1,900$42.3K0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,825$40.6K0.01%013F-HRTimeline
Robbins Farley1,824$40.6K0.02%013F-HRTimeline
Laurel Wealth Advisors LLC1,450$32.3K0.01%013F-HRTimeline
Horizons Wealth Management1,054$23.5K0.02%013F-HRTimeline
EASTERN BANK950$21.1K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC551$12.3K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO500$11.1K<0.01%+26213F-HRTimelineGroup
Farther Finance Advisors, LLC298$6.62K<0.01%-27813F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC289$6.43K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV189$4.21K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…63$1.4K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC49$1.08K<0.01%new13F-HRTimeline
Costello Asset Management, INC20$454<0.01%013F-HRTimeline
Hemington Wealth Management36$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.