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Disclosery

IBTI ISHARES TR

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IBONDS 28 TRM TS (fund)

190 managers (192 13F filers) reported a position in IBTI shares at 2025-06-30, 39,267,217 shares in all. 18 filers opened a position and 11 filers sold out during the quarter.

Managers
190
13F filers
192
New
18
Added
112
Reduced
33
Sold out
11
Shares held by filers
39,267,217

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY3,279,644$73.3M<0.01%-151,98613F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth2,671,393$59.7M0.13%+207,17213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,470,514$55.2M0.01%+50,95113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,263,583$50.6M<0.01%+198,46713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,359,691$30.4M0.01%+150,08613F-HRTimelineGroup
NewEdge Advisors, LLC1,266,678$28.3M0.15%-229,05413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC983,561$22M0.01%+291,61713F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.920,066$20.6M0.28%-76,90413F-HRTimelineGroup
ATWOOD & PALMER INC907,555$20.3M1.27%-226,26813F-HRTimeline
Horizon Advisory Services, Inc.841,186$18.8M10.1%+15,18313F-HRTimeline
UBS Group AGin group UBS Group AG802,629$17.9M<0.01%+18,10013F-HRTimelineGroup
Journey Advisory Group, LLC791,883$17.7M1.38%+13,43513F-HRTimeline
Financial Advisory Corp767,440$17.2M2.63%+25,77613F-HRTimeline
Denver PWM, LLC750,016$16.8M5.23%+60,72613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV677,243$15.1M0.03%+149,12313F-HRTimeline
Baltimore-Washington Financial Advisors…633,631$14.2M0.66%+32,64913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC597,469$13.4M0.02%+7,65913F-HRTimeline
Asset Advisors Investment Management, L…566,440$12.7M1.25%+286,25913F-HRTimeline
LPL Financial LLC544,355$12.2M<0.01%+39,12513F-HRTimeline
MKT Advisors LLC517,987$11.5M4.56%+18,55913F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC515,238$11.5M3.97%+79,66113F-HRTimeline
Legacy Private Trust Co.488,906$10.9M0.71%+9,81813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…486,873$10.9M0.09%+203,80613F-HRTimelineGroup
Trust Co472,918$10.6M1.19%-17,42513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA465,046$10.4M<0.01%-31,84513F-HR/ATimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC436,479$9.76M0.14%-2,21113F-HRTimeline
Steward Partners Investment Advisory, L…435,921$9.75M0.08%+134,02313F-HRTimeline
Scissortail Wealth Management, LLC422,078$9.44M2.27%+9,62013F-HRTimeline
Wealth Management Strategies, Inc.409,877$9.16M4.93%+55,95713F-HRTimeline
Probity Advisors, Inc.384,268$8.59M1.51%+17,40713F-HRTimeline
Snowden Capital Advisors LLC362,669$8.11M0.24%-4513F-HRTimeline
EIGHT 31 FINANCIAL, LLC346,647$7.75M5.12%-20,63613F-HRTimeline
Integrated Wealth Concepts LLC340,157$7.61M0.08%+114,48213F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC339,810$7.6M3.83%+13,88713F-HRTimeline
CENTRAL TRUST Co292,634$6.54M0.15%+15,62813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC292,439$6.54M0.65%+37,05013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.274,200$6.13M0.01%+21,93113F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC268,521$6M<0.01%+110,15113F-HRTimelineGroup
Pineridge Advisors LLC264,183$5.91M2.14%-17,77613F-HRTimeline
D.A. DAVIDSON & CO.260,580$5.83M0.04%+7,41113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.251,720$5.63M0.58%+41,57813F-HRTimeline
Carmel Capital Partners, LLC250,233$5.6M1.96%+3,08413F-HRTimeline
Northstar Group, Inc.244,218$5.46M0.84%+53,81313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC230,265$5.15M0.05%+3,52713F-HRTimelineGroup
IFP Advisors, Inc227,324$5.08M0.14%+10,56013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC217,421$4.86M<0.01%-13,73813F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC205,773$4.6M0.08%+29,25813F-HRTimeline
FCA CORP /TX205,412$4.59M1.38%+7,15913F-HRTimeline
Financial Engines Advisors L.L.C.204,350$4.57M0.01%-60,49813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.189,726$4.24M<0.01%+23,04613F-HRTimelineGroup
Janney Montgomery Scott LLC187,490$4.19M0.01%+40,50813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…184,355$4.12M<0.01%+26,88213F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC180,163$4.03M0.27%+47,66813F-HRTimeline
Stockman Wealth Management, Inc.174,695$3.91M0.53%+10,47813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP153,765$3.44M<0.01%+11,32613F-HRTimelineGroup
REBALANCE, LLC151,843$3.4M0.23%+94,09813F-HRTimeline
SIGNATUREFD, LLC150,110$3.36M0.06%+58,40713F-HRTimeline
Accretive Wealth Partners, LLC146,699$3.28M1.08%+9,46713F-HRTimeline
Allworth Financial LP145,592$3.26M0.02%+47,71713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC132,000$2.95M0.21%-21,11313F-HRTimeline
Retireful, LLC131,807$2.95M2.03%new13F-HRTimeline
Krilogy Financial LLC127,113$2.84M0.16%-6,16913F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC124,988$2.79M0.11%+10,32513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.124,018$2.77M<0.01%+57,62813F-HRTimelineGroup
Strategic Blueprint, LLC123,858$2.77M0.14%+67,55213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC123,550$2.76M0.21%-95,62713F-HRTimeline
Parallel Advisors, LLC122,891$2.75M0.05%+13,46613F-HRTimeline
Cetera Investment Advisers116,601$2.61M<0.01%-70813F-HRTimeline
Sanctuary Advisors, LLC116,291$2.6M0.02%+4,06513F-HRTimeline
Leo Wealth, LLC104,929$2.35M0.18%-1,72813F-HRTimeline
SCS Capital Management LLC104,079$2.33M0.03%+19613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP99,653$2.23M<0.01%-3,75513F-HRTimelineGroup
Atria Investments, Inc99,009$2.21M0.03%+21613F-HRTimeline
STAR Financial Bank94,839$2.12M1.34%+9,21613F-HRTimeline
Hughes Financial Services, LLC94,995$2.12M0.36%+3,58513F-HRTimeline
Reliant Wealth Planning90,992$2.03M0.79%+10,75413F-HRTimeline
Apella Capital, LLC90,433$2.01M0.05%+19,12013F-HRTimeline
Valmark Advisers, Inc.88,970$1.99M0.03%+11,75013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.87,123$1.95M0.09%+23,74913F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC83,044$1.86M1.27%+10,39313F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp74,568$1.67M0.05%+15,27813F-HRTimelineGroup
Federation des caisses Desjardins du Qu…69,763$1.56M0.01%+59113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding64,409$1.44M+2,245Timeline
HM PAYSON & CO63,389$1.42M0.02%+61,13013F-HRTimeline
Foundry Financial Group, Inc.62,039$1.39M0.79%-6,69013F-HRTimeline
Global Retirement Partners, LLC61,953$1.39M0.03%13F-HRTimeline
Keeler Thomas Management LLC58,987$1.32M0.57%+17,82713F-HRTimeline
Sigma Planning Corp55,618$1.24M0.04%+2,18213F-HRTimeline
MML INVESTORS SERVICES, LLC54,525$1.22M<0.01%+40,57413F-HRTimeline
Capital Investment Advisors, LLC52,356$1.17M0.02%+8,69413F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS51,720$1.16M<0.01%+34013F-HRTimeline
Midwest Professional Planners, LTD.50,617$1.13M0.3%+7,95213F-HRTimeline
CWM, LLCin group CWM, LLC43,588$975K<0.01%+4,72213F-HRTimelineGroup
Consolidated Portfolio Review Corp42,875$959K0.13%+2,80913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…41,917$937K0.03%+1,26113F-HRTimelineGroup
Cambridge Investment Research Advisors,…41,558$929K<0.01%+3,18113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,866$914K<0.01%-84,60113F-HRTimelineGroup
Austin Private Wealth, LLC40,506$906K0.07%+4,53913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC40,461$905K<0.01%-67,89913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC40,000$894K<0.01%new13F-HRTimelineGroup
Granite Harbor Advisors, Inc.38,294$856K0.4%+74713F-HRTimeline
Compass Ion Advisors, LLC37,064$829K0.09%+8,59213F-HRTimeline
RFP Financial Group LLC29,674$664K0.27%+2,97013F-HRTimeline
FULLCIRCLE WEALTH LLC28,942$646K0.24%013F-HRTimeline
DUNCKER STREETT & CO INC26,855$600K0.11%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC25,451$569K0.01%013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…24,191$541K0.61%013F-HRTimeline
Grant Street Asset Management, Inc.23,562$527K0.12%+23413F-HRTimeline
Signature Wealth Management Group22,943$513K0.2%-32313F-HRTimeline
Koss-Olinger Consulting, LLC22,903$512K0.04%+7413F-HRTimeline
Straight Path Wealth Management22,260$498K0.17%+1,26613F-HRTimeline
EVEXIA WEALTH LLC22,183$493K0.16%+2,89613F-HRTimeline
Belpointe Asset Management LLC21,610$483K0.02%new13F-HRTimeline
BARRETT & COMPANY, INC.21,503$481K0.18%+2,03813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC21,057$471K<0.01%-9313F-HRTimelineGroup
Creative Planningin group Creative Planning20,936$468K<0.01%013F-HRTimelineGroup
Wealth Advisory Solutions, LLC20,716$463K0.12%+62813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC18,914$423K0.01%+5,50113F-HRTimelineGroup
MAI Capital Management18,544$415K<0.01%+18413F-HRTimeline
TABLEAUX LLC18,144$406K0.23%+5,29413F-HR/ATimeline
Heartland Bank & Trust Co17,835$399K0.19%013F-HRTimeline
Jacobi Capital Management LLC17,107$383K0.03%+1,04613F-HRTimeline
CFS Investment Advisory Services, LLC17,004$380K0.03%+6513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC16,480$368K0.03%+5,92913F-HRTimeline
HighTower Advisors, LLC15,850$354K<0.01%+2,70613F-HRTimeline
Pinnacle Bancorp, Inc.15,492$346K0.11%013F-HRTimeline
Trinity Wealth Management, LLC15,078$337K0.13%013F-HRTimeline
HARBOUR INVESTMENTS, INC.14,856$332K0.01%+2,29613F-HRTimeline
Crews Bank & Trust14,725$329K0.05%+45013F-HRTimeline
Element Wealth, LLC14,720$329K0.15%+3,72513F-HRTimeline
Summit Wealth Partners, LLC14,275$319K0.06%+4,50413F-HRTimeline
KPP Advisory Services LLC13,800$309K0.05%013F-HR/ATimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC13,058$292K0.05%new13F-HRTimeline
Autumn Glory Partners, LLC12,918$289K0.14%+3013F-HRTimeline
Strategic Financial Concepts, LLC12,525$280K0.04%013F-HRTimeline
Essential Planning, LLC.12,421$278K0.1%+7713F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC12,358$276K0.04%new13F-HRTimeline
Wealthspire Advisors, LLC12,315$275K<0.01%new13F-HRTimeline
Modera Wealth Management, LLC12,298$275K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/12,268$274K<0.01%+62913F-HR/ATimelineGroup
Asset Dedication, LLC12,142$271K0.02%+2,87613F-HRTimeline
Connecticut Wealth Management, LLC11,862$265K0.01%new13F-HRTimeline
Cambridge Financial Group, LLC11,704$262K0.1%013F-HRTimeline
DecisionMap Wealth Management, LLC11,672$261K0.18%+2,67013F-HRTimeline
United Community Bankin group United Community Bank11,520$258K0.09%013F-HRTimelineGroup
Highland Financial Advisors, LLC11,430$256K0.08%013F-HRTimeline
Exchange Capital Management, Inc.11,179$250K0.04%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …11,161$250K0.02%-47613F-HR/ATimeline
Prime Capital Investment Advisors, LLC11,105$248K<0.01%new13F-HRTimeline
Yoder Wealth Management, Inc.10,970$245K0.13%013F-HRTimeline
Merit Financial Group, LLC10,922$244K<0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,736$240K<0.01%+1,47713F-HRTimelineGroup
HAMEL ASSOCIATES, INC.10,590$237K0.08%new13F-HRTimeline
Independent Advisor Alliance10,552$236K0.01%-37113F-HRTimeline
Precision Wealth Strategies, LLC10,432$233K0.08%new13F-HRTimeline
Physician Wealth Advisors, Inc.10,396$232K0.04%+3413F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…10,205$228K0.01%new13F-HRTimeline
Black Maple Capital Management LP10,000$224K0.15%new13F-HRTimeline
Berger Financial Group, Inc9,601$215K0.01%013F-HRTimeline
4J Wealth Management LLC9,561$214K0.14%+2813F-HRTimeline
KFG WEALTH MANAGEMENT, LLC9,299$208K0.03%+27613F-HRTimeline
COMERICA BANK5,197$116K<0.01%-1513F-HRTimeline
Hara Capital LLC4,925$110K0.07%-2,22513F-HRTimeline
Cherry Tree Wealth Management, LLC4,563$102K0.02%+54113F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co4,529$101K0.01%new13F-HRTimelineGroup
Lowe Wealth Advisors, LLC4,218$94.3K0.04%-1,12713F-HRTimeline
Bogart Wealth, LLC3,358$75.1K<0.01%+313F-HRTimeline
2UniFi Bank3,314$74.1K0.04%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,294$73.7K<0.01%+1,23113F-HRTimelineGroup
AllSquare Wealth Management LLC3,207$71.7K0.04%+13413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,050$68.2K<0.01%013F-HRTimelineGroup
First PREMIER Bank3,050$68K0.02%-4113F-HRTimeline
BLAIR WILLIAM & CO/IL2,286$51.1K<0.01%-21013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,080$47K<0.01%013F-HRTimelineGroup
Towne Trust Company, N.A2,100$47K0.02%013F-HR/ATimeline
Mascoma Wealth Management LLC1,985$44.4K0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,825$40.8K0.01%013F-HRTimeline
Robbins Farley1,746$39K0.02%-7813F-HRTimeline
Horizons Wealth Management1,549$34.6K0.03%+49513F-HRTimeline
PRIVATE TRUST CO NA1,162$26K<0.01%-5,06313F-HRTimeline
FMR LLCin group FMR LLC1,105$24.7K<0.01%+55413F-HRTimelineGroup
EASTERN BANK950$21.2K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.449$10K<0.01%new13F-HRTimelineGroup
LOGAN CAPITAL MANAGEMENT INC289$6.46K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV189$4.23K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…63$1.41K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC49$1.1K<0.01%013F-HRTimeline
Costello Asset Management, INC21$460<0.01%+113F-HRTimeline
Hemington Wealth Management36$00%013F-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.