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Disclosery

IBTI ISHARES TR

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IBONDS 28 TRM TS (fund)

201 managers (203 13F filers) reported a position in IBTI shares at 2025-09-30, 41,640,413 shares in all. 21 filers opened a position and 9 filers sold out during the quarter.

Managers
201
13F filers
203
New
21
Added
119
Reduced
36
Sold out
9
Shares held by filers
41,640,413

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY3,322,904$74.4M<0.01%+43,26013F-HR/ATimelineGroup
Focus Partners Wealthin group Focus Partners Wealth3,011,899$67.4M0.11%+340,50613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,390,426$53.5M0.01%-80,08813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,372,140$53.1M<0.01%+108,55713F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,508,963$33.8M0.01%+149,27213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,057,748$23.7M0.04%+380,50513F-HRTimeline
Asset Advisors Investment Management, L…1,051,344$23.5M2.23%+484,90413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.962,692$21.5M0.25%+42,62613F-HRTimelineGroup
ATWOOD & PALMER INC903,291$20.2M1.19%-4,26413F-HRTimeline
UBS Group AGin group UBS Group AG893,932$20M<0.01%+91,30313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC875,334$19.6M0.01%-108,22713F-HRTimelineGroup
Horizon Advisory Services, Inc.855,901$19.2M9.8%+14,71513F-HRTimeline
Financial Advisory Corp818,740$18.3M2.7%+51,30013F-HRTimeline
Journey Advisory Group, LLC818,071$18.3M1.36%+26,18813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…797,841$17.9M0.13%+310,96813F-HRTimelineGroup
Denver PWM, LLC750,016$16.8M5.23%013F-HRTimeline
Baltimore-Washington Financial Advisors…669,810$15M0.64%+36,17913F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC651,411$14.6M4.44%+136,17313F-HRTimeline
LPL Financial LLC608,093$13.6M<0.01%+63,73813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC567,125$12.7M0.02%-30,34413F-HRTimeline
MKT Advisors LLC526,323$11.8M4.38%+8,33613F-HRTimeline
Trust Co505,967$11.3M1.16%+33,04913F-HRTimeline
Legacy Private Trust Co.504,836$11.3M0.68%+15,93013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA503,637$11.3M<0.01%+38,59113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP501,462$11.2M0.01%+347,69713F-HRTimelineGroup
Probity Advisors, Inc.477,285$10.7M1.73%+93,01713F-HRTimeline
Steward Partners Investment Advisory, L…451,246$10.1M0.06%+15,32513F-HRTimeline
Integrated Wealth Concepts LLC437,722$9.8M0.09%+97,56513F-HRTimeline
Wealth Management Strategies, Inc.434,019$9.72M4.81%+24,14213F-HRTimeline
Scissortail Wealth Management, LLC428,929$9.6M2.09%+6,85113F-HRTimeline
EIGHT 31 FINANCIAL, LLC404,376$9.05M5.1%+57,72913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC371,121$8.29M<0.01%+153,70013F-HRTimelineGroup
Snowden Capital Advisors LLC369,067$8.26M0.23%+6,39813F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC365,038$8.17M3.81%+25,22813F-HRTimeline
NewEdge Advisors, LLC323,363$7.24M0.03%-943,31513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.308,662$6.92M0.01%+34,46213F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC298,705$6.69M0.59%+6,26613F-HRTimeline
CENTRAL TRUST Co297,888$6.67M0.14%+5,25413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC279,196$6.25M0.1%+73,42313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.278,332$6.23M0.6%+26,61213F-HRTimeline
D.A. DAVIDSON & CO.278,232$6.23M0.04%+17,65213F-HRTimeline
Northstar Group, Inc.269,855$6.04M0.88%+25,63713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC240,088$5.37M0.04%+9,82313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…237,140$5.31M<0.01%+52,78513F-HRTimelineGroup
Pineridge Advisors LLC236,634$5.3M1.51%-27,54913F-HRTimeline
Strategic Blueprint, LLC236,232$5.29M0.23%+112,37413F-HRTimeline
BOSTON FAMILY OFFICE LLC214,224$4.79M0.31%+34,06113F-HRTimeline
Janney Montgomery Scott LLC213,538$4.78M0.01%+26,04813F-HRTimeline
FCA CORP /TX208,649$4.67M1.3%+3,23713F-HRTimeline
Carmel Capital Partners, LLC188,185$4.21M1.78%-62,04813F-HRTimeline
Financial Engines Advisors L.L.C.184,474$4.13M0.01%-19,87613F-HRTimeline
Stockman Wealth Management, Inc.183,335$4.1M0.51%+8,64013F-HRTimeline
REBALANCE, LLC179,134$4.01M0.24%+27,29113F-HRTimeline
SIGNATUREFD, LLC177,601$3.98M0.06%+27,49113F-HRTimeline
IFP Advisors, Inc176,642$3.95M0.1%-50,68213F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.171,631$3.84M<0.01%-18,09513F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC161,909$3.62M0.22%+29,90913F-HRTimeline
Global Retirement Partners, LLC160,373$3.59M0.08%+98,42013F-HRTimeline
Accretive Wealth Partners, LLC150,393$3.37M1.03%+3,69413F-HRTimeline
Allworth Financial LP142,450$3.19M0.01%-3,14213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.138,167$3.09M<0.01%+14,14913F-HRTimelineGroup
Parallel Advisors, LLC134,327$3.01M0.06%+11,43613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC133,127$2.98M<0.01%+92,26113F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC125,556$2.81M0.11%+56813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC124,256$2.78M<0.01%-144,26513F-HRTimelineGroup
Cetera Investment Advisers119,935$2.68M<0.01%+3,33413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC118,550$2.65M0.19%-5,00013F-HRTimeline
Krilogy Financial LLC118,023$2.63M0.1%-9,09013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…115,611$2.59M<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC113,545$2.54M0.01%-2,74613F-HR/ATimeline
Apella Capital, LLC111,538$2.51M0.06%+21,10513F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC107,032$2.4M1.34%+23,98813F-HRTimeline
Atria Investments, Inc106,774$2.39M0.03%+7,76513F-HRTimeline
SCS Capital Management LLC104,274$2.33M0.03%+19513F-HRTimeline
Leo Wealth, LLC102,584$2.3M0.3%-2,34513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.102,097$2.29M0.1%+14,97413F-HRTimeline
Hughes Financial Services, LLC99,147$2.22M0.35%+4,15213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP97,095$2.17M<0.01%-2,55813F-HRTimelineGroup
Reliant Wealth Planning90,992$2.04M0.66%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding83,272$1.86M+18,863Timeline
Associated Banc-Corpin group Associated Banc-Corp80,639$1.81M0.05%+6,07113F-HRTimelineGroup
HM PAYSON & CO79,238$1.77M0.03%+15,84913F-HRTimeline
Foundry Financial Group, Inc.74,557$1.67M0.88%+12,51813F-HRTimeline
Valmark Advisers, Inc.71,872$1.61M0.02%-17,09813F-HRTimeline
Federation des caisses Desjardins du Qu…70,587$1.58M0.01%+82413F-HRTimeline
MML INVESTORS SERVICES, LLC67,253$1.51M<0.01%+12,72813F-HRTimeline
CWM, LLCin group CWM, LLC62,517$1.4M<0.01%+18,92913F-HRTimelineGroup
Midwest Professional Planners, LTD.60,579$1.36M0.33%+9,96213F-HRTimeline
Keeler Thomas Management LLC60,404$1.35M0.55%+1,41713F-HRTimeline
CHATHAM CAPITAL GROUP, INC.59,650$1.34M0.19%new13F-HRTimeline
Montecito Bank & Trust57,596$1.29M0.2%13F-HRTimeline
Capital Investment Advisors, LLC52,814$1.18M0.02%+45813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS52,437$1.17M<0.01%+71713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…48,390$1.08M<0.01%new13F-HRTimelineGroup
Asset Dedication, LLC46,646$1.04M0.07%+34,50413F-HRTimeline
Consolidated Portfolio Review Corp45,343$1.02M0.13%+2,46813F-HRTimeline
Cambridge Investment Research Advisors,…42,377$949K<0.01%+81913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…41,243$923K0.02%-67413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC40,000$895K<0.01%013F-HRTimelineGroup
Granite Harbor Advisors, Inc.38,807$869K0.37%+51313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…37,300$835K0.02%new13F-HRTimelineGroup
Compass Ion Advisors, LLC37,110$831K0.08%+4613F-HRTimeline
Austin Private Wealth, LLC34,861$780K0.06%-5,64513F-HRTimeline
Mendota Financial Group, LLC30,342$679K0.51%new13F-HRTimeline
FULLCIRCLE WEALTH LLC28,488$637K0.22%-45413F-HRTimeline
Belpointe Asset Management LLC25,973$581K0.02%+4,36313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC25,735$576K0.01%+28413F-HRTimeline
DUNCKER STREETT & CO INC25,288$566K0.1%-1,56713F-HRTimeline
Straight Path Wealth Management24,643$552K0.15%+2,38313F-HRTimeline
RFP Financial Group LLC24,027$538K0.22%-5,64713F-HRTimeline
BARRETT & COMPANY, INC.23,928$536K0.18%+2,42513F-HRTimeline
Grant Street Asset Management, Inc.23,796$533K0.11%+23413F-HRTimeline
EVEXIA WEALTH LLC23,447$526K0.16%+1,26413F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…23,076$517K0.51%-1,11513F-HRTimeline
Koss-Olinger Consulting, LLC22,903$512K0.04%013F-HRTimeline
Creative Planningin group Creative Planning22,797$510K<0.01%+1,86113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.22,593$506K0.01%+7,73713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC21,939$491K<0.01%+88213F-HRTimelineGroup
Wealth Advisory Solutions, LLC21,630$484K0.12%+91413F-HRTimeline
Modera Wealth Management, LLC21,247$476K0.01%+8,94913F-HRTimeline
Black Maple Capital Management LP20,000$448K0.32%+10,00013F-HRTimeline
TABLEAUX LLC19,528$437K0.17%+1,38413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC19,365$433K<0.01%new13F-HRTimelineGroup
Heartland Bank & Trust Co19,209$430K0.18%+1,37413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC18,980$425K0.01%+6613F-HRTimelineGroup
MAI Capital Management18,728$419K<0.01%+18413F-HRTimeline
Penobscot Investment Management Company…18,290$409K0.03%new13F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE18,000$403K0.06%new13F-HRTimeline
Independent Advisor Alliance17,292$387K0.01%+6,74013F-HRTimeline
Jacobi Capital Management LLC17,211$385K0.02%+10413F-HRTimeline
HighTower Advisors, LLC17,102$383K<0.01%+1,25213F-HRTimeline
Signature Wealth Management Group16,915$379K0.15%-6,02813F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC16,569$371K0.02%+8913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/16,499$369K<0.01%+4,23113F-HRTimelineGroup
Crews Bank & Trust16,475$369K0.05%+1,75013F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…16,339$366K0.02%+6,13413F-HRTimeline
STAR Financial Bank16,053$359K0.21%-78,78613F-HRTimeline
Pinnacle Bancorp, Inc.15,492$347K0.1%013F-HRTimeline
Summit Wealth Partners, LLC15,443$346K0.06%+1,16813F-HRTimeline
Trinity Wealth Management, LLC15,078$338K0.13%013F-HRTimeline
Element Wealth, LLC14,720$330K0.14%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,653$328K<0.01%+3,91713F-HRTimelineGroup
Opus Capital Group, LLC14,500$325K0.04%new13F-HRTimeline
CFS Investment Advisory Services, LLC13,885$312K0.02%-3,11913F-HRTimeline
Autumn Glory Partners, LLC13,632$305K0.13%+71413F-HRTimeline
KPP Advisory Services LLC13,575$304K0.05%-22513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC13,081$293K0.05%+2313F-HRTimeline
Wealthspire Advisors, LLC13,003$291K<0.01%+68813F-HRTimeline
Prime Capital Investment Advisors, LLC12,599$282K<0.01%+1,49413F-HRTimeline
Strategic Financial Concepts, LLC12,525$280K0.04%013F-HRTimeline
Essential Planning, LLC.12,499$280K0.1%+7813F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC12,461$279K0.04%+10313F-HRTimeline
Cambridge Financial Group, LLC11,704$262K0.08%013F-HRTimeline
DecisionMap Wealth Management, LLC11,672$261K0.17%013F-HRTimeline
Cyr Financial Inc.11,645$261K0.18%new13F-HRTimeline
Merit Financial Group, LLC11,628$260K<0.01%+70613F-HR/ATimeline
United Community Bankin group United Community Bank11,520$258K0.08%013F-HRTimelineGroup
Highland Financial Advisors, LLC11,430$256K0.07%013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC11,387$255K0.04%+2,08813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …11,265$252K0.01%+10413F-HRTimeline
HAMEL ASSOCIATES, INC.11,048$247K0.08%+45813F-HRTimeline
Yoder Wealth Management, Inc.10,970$246K0.12%013F-HRTimeline
Great Diamond Partners, LLC10,823$242K0.05%new13F-HRTimeline
Physician Wealth Advisors, Inc.10,429$233K0.03%+3313F-HRTimeline
Guidance Point Advisors, LLC9,781$219K0.05%new13F-HRTimeline
Berger Financial Group, Inc9,601$215K0.01%013F-HRTimeline
Old Mission Investment Co LLC9,271$208K0.05%new13F-HRTimeline
Beacon Pointe Advisors, LLC9,099$204K<0.01%new13F-HRTimeline
Connecticut Wealth Management, LLC9,090$203K0.01%-2,77213F-HRTimeline
Towne Trust Company, N.A5,600$125K0.04%+3,50013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co4,971$111K0.01%+44213F-HRTimelineGroup
COMERICA BANK4,466$100K<0.01%-73113F-HRTimeline
Lowe Wealth Advisors, LLC4,218$94.4K0.03%013F-HRTimeline
Cherry Tree Wealth Management, LLC4,117$92.2K0.02%-44613F-HRTimeline
Bogart Wealth, LLC3,360$75.2K<0.01%+213F-HRTimeline
Horizons Wealth Management3,331$74.6K0.05%+1,78213F-HRTimeline
AllSquare Wealth Management LLC3,207$71.8K0.04%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,050$68.3K<0.01%013F-HRTimelineGroup
First PREMIER Bank3,050$68K0.02%013F-HRTimeline
2UniFi Bank2,773$62.1K0.03%-54113F-HRTimeline
Hara Capital LLC2,643$59.2K0.03%-2,28213F-HRTimeline
Mascoma Wealth Management LLC1,985$44.4K0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,825$40.9K0.01%013F-HRTimeline
Robbins Farley1,746$39.1K0.02%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,697$38K<0.01%-1,59713F-HRTimelineGroup
High Note Wealth, LLC1,311$29.3K0.01%new13F-HRTimeline
MCF Advisors LLC1,286$28.8K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA1,162$26K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,117$25K<0.01%+1213F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,095$24.5K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,082$24.2K<0.01%-1,20413F-HRTimeline
EASTERN BANK950$21.3K<0.01%013F-HRTimeline
CNB Bank904$20.2K0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.782$18K0.01%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC306$6.85K<0.01%+1713F-HRTimeline
GPS Wealth Strategies Group, LLC276$6.18K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV189$4.23K<0.01%013F-HRTimeline
Clearstead Advisors, LLC153$3.42K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…63$1.41K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC50$1.11K<0.01%+113F-HRTimeline