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Disclosery

IBTI ISHARES TR

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IBONDS 28 TRM TS (fund)

231 managers (233 13F filers) reported a position in IBTI shares at 2025-12-31, 51,162,422 shares in all. 45 filers opened a position and 14 filers sold out during the quarter.

Managers
231
13F filers
233
New
45
Added
139
Reduced
22
Sold out
14
Shares held by filers
51,162,422

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY3,451,070$77.2M<0.01%+128,16613F-HR/ATimelineGroup
Focus Partners Wealthin group Focus Partners Wealth3,227,073$72.2M0.08%+215,17413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,851,656$63.8M0.01%+461,23013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,653,032$59.3M<0.01%+280,89213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,271,602$50.8M0.08%+1,213,85413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,861,166$41.6M0.01%+352,20313F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management1,369,553$30.6M0.35%new13F-HRTimelineGroup
Asset Advisors Investment Management, L…1,152,610$25.8M2.38%+101,26613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,044,411$23.4M0.14%+246,57013F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,022,578$22.9M<0.01%+128,64613F-HRTimelineGroup
Financial Advisory Corp981,842$22M3.19%+163,10213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.976,973$21.9M0.25%+14,28113F-HRTimelineGroup
ATWOOD & PALMER INC924,092$20.7M1.17%+20,80113F-HRTimeline
Horizon Advisory Services, Inc.881,455$19.7M9.98%+25,55413F-HRTimeline
LPL Financial LLC852,664$19.1M0.01%+244,57113F-HRTimeline
Journey Advisory Group, LLC845,879$18.9M1.59%+27,80813F-HRTimeline
MKT Advisors LLC784,305$17.6M5.99%+257,98213F-HRTimeline
Denver PWM, LLC750,016$16.8M5.6%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA749,229$16.8M<0.01%+245,59213F-HRTimelineGroup
Baltimore-Washington Financial Advisors…716,024$16M0.67%+46,21413F-HRTimeline
CWM, LLCin group CWM, LLC705,553$15.8M0.04%+643,03613F-HRTimelineGroup
MOSELEY INVESTMENT MANAGEMENT INC704,196$15.7M4.87%+52,78513F-HRTimeline
HM PAYSON & CO618,956$13.8M0.2%+539,71813F-HRTimeline
Integrated Wealth Concepts LLC588,449$13.2M0.16%+150,72713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC586,790$13.1M0.02%+19,66513F-HRTimeline
Krilogy Financial LLC572,813$12.8M0.44%+454,79013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP556,658$12.4M0.01%+55,19613F-HRTimelineGroup
Legacy Private Trust Co.548,297$12.3M0.72%+43,46113F-HRTimeline
Steward Partners Investment Advisory, L…536,840$12M0.07%+85,59413F-HRTimeline
Trust Co503,715$11.3M1.06%-2,25213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC484,384$10.8M<0.01%+113,26313F-HRTimelineGroup
Wealth Management Strategies, Inc.456,598$10.2M4.7%+22,57913F-HRTimeline
Scissortail Wealth Management, LLC451,382$10.1M2.3%+22,45313F-HRTimeline
EIGHT 31 FINANCIAL, LLC424,922$9.5M5.21%+20,54613F-HRTimeline
Probity Advisors, Inc.421,498$9.43M1.51%-55,78713F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC389,577$8.71M3.8%+24,53913F-HRTimeline
Snowden Capital Advisors LLC384,789$8.61M0.22%+15,72213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.348,507$7.8M0.01%+39,84513F-HRTimelineGroup
NewEdge Advisors, LLC335,732$7.51M0.03%+12,36913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC310,219$6.94M0.1%+31,02313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC300,987$6.73M0.54%+2,28213F-HRTimeline
Northstar Group, Inc.300,873$6.73M0.92%+31,01813F-HRTimeline
Financial Engines Advisors L.L.C.298,827$6.68M0.01%+114,35313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.297,073$6.64M0.64%+18,74113F-HRTimeline
D.A. DAVIDSON & CO.293,510$6.56M0.04%+15,27813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.284,556$6.36M<0.01%+112,92513F-HRTimelineGroup
CENTRAL TRUST Co273,809$6.12M0.12%-24,07913F-HRTimeline
Carmel Capital Partners, LLC269,864$6.04M2.12%+81,67913F-HRTimeline
REBALANCE, LLC264,893$5.92M0.35%+85,75913F-HRTimeline
BOSTON FAMILY OFFICE LLC251,654$5.63M0.36%+37,43013F-HRTimeline
Janney Montgomery Scott LLC240,445$5.38M0.01%+26,90713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…238,378$5.33M<0.01%+1,23813F-HR/ATimelineGroup
BIP Wealth, LLC238,127$5.33M0.19%new13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC235,073$5.26M1.51%new13F-HRTimeline
FCA CORP /TX219,760$4.91M1.39%+11,11113F-HRTimeline
Global Retirement Partners, LLC212,267$4.75M0.08%+51,89413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.206,163$4.61M0.01%+67,99613F-HRTimelineGroup
Stockman Wealth Management, Inc.200,242$4.48M0.52%+16,90713F-HR/ATimeline
IFP Advisors, Inc184,730$4.13M0.09%+8,08813F-HRTimeline
SIGNATUREFD, LLC177,601$3.97M0.06%013F-HRTimeline
Apella Capital, LLC169,013$3.78M0.07%+57,47513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC158,622$3.55M0.21%-3,28713F-HRTimeline
Asset Dedication, LLC157,804$3.53M0.23%+111,15813F-HRTimeline
Accretive Wealth Partners, LLC154,708$3.46M1.03%+4,31513F-HRTimeline
CHATHAM CAPITAL GROUP, INC.144,600$3.23M0.46%+84,95013F-HRTimeline
Ashton Thomas Private Wealth, LLC144,539$3.23M0.08%new13F-HRTimeline
Portland Global Advisors LLC141,011$3.15M0.34%new13F-HRTimeline
Parallel Advisors, LLC139,512$3.12M0.06%+5,18513F-HRTimeline
Belpointe Asset Management LLC139,419$3.12M0.11%+113,44613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.139,411$3.12M0.13%+37,31413F-HRTimeline
Allworth Financial LP135,502$3.03M0.01%-6,94813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…132,066$2.96M<0.01%new13F-HRTimeline
Cetera Investment Advisers131,470$2.94M<0.01%+11,53513F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC125,822$2.81M0.11%+26613F-HRTimeline
Sanctuary Advisors, LLC125,709$2.81M0.02%+12,16413F-HRTimeline
Lantz Financial LLC119,081$2.66M0.56%new13F-HRTimeline
Capital Investment Advisors, LLC117,782$2.63M0.04%+64,96813F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC115,801$2.59M1.34%+8,76913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC115,550$2.58M0.2%-3,00013F-HRTimeline
SCS Capital Management LLC113,467$2.54M0.03%+9,19313F-HRTimeline
Atria Investments, Inc111,841$2.5M0.03%+5,06713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…109,686$2.45M<0.01%+61,29613F-HRTimelineGroup
Penobscot Investment Management Company…108,290$2.42M0.18%+90,00013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC106,918$2.39M0.02%-133,17013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS104,509$2.34M<0.01%+52,07213F-HRTimeline
Leo Wealth, LLC103,861$2.32M0.17%+1,27713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…103,375$2.31M0.06%+66,07513F-HRTimelineGroup
Hughes Financial Services, LLC98,744$2.21M0.35%-40313F-HRTimeline
Essential Planning, LLC.95,604$2.14M0.68%+83,10513F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/94,005$2.1M0.37%new13F-HRTimeline
Reliant Wealth Planning91,608$2.05M0.64%+61613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC90,807$2.03M<0.01%-784,52713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding88,279$1.97M+5,007Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP88,271$1.97M<0.01%-8,82413F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp85,024$1.9M0.05%+4,38513F-HRTimelineGroup
Midwest Professional Planners, LTD.81,889$1.83M0.43%+21,31013F-HRTimeline
Valmark Advisers, Inc.80,904$1.81M0.02%+9,03213F-HRTimeline
Foundry Financial Group, Inc.79,144$1.77M0.89%+4,58713F-HRTimeline
MML INVESTORS SERVICES, LLC77,480$1.73M<0.01%+10,22713F-HRTimeline
Modern Wealth Management, LLC68,981$1.54M0.03%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…63,547$1.42M<0.01%-52,06413F-HRTimelineGroup
Keeler Thomas Management LLC61,025$1.36M0.65%+62113F-HRTimeline
Montecito Bank & Trust60,966$1.36M0.22%+3,37013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC58,463$1.31M0.17%+47,07613F-HRTimeline
Delta Wealth Advisors LLC53,830$1.2M1.01%new13F-HRTimeline
Horizons Wealth Management50,686$1.13M0.75%+47,35513F-HRTimeline
Mariner, LLCin group Mariner, LLC49,505$1.11M<0.01%+9,50513F-HRTimelineGroup
Cambridge Investment Research Advisors,…47,596$1.06M<0.01%+5,21913F-HRTimeline
Granite Harbor Advisors, Inc.40,656$909K0.38%+1,84913F-HRTimeline
Compass Ion Advisors, LLC39,842$891K0.08%+2,73213F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC39,776$890K0.01%new13F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…38,834$869K0.02%-2,40913F-HRTimelineGroup
SMITHBRIDGE ASSET MANAGEMENT INC/DE36,000$805K0.07%+18,00013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC35,420$792K<0.01%-88,83613F-HR/ATimelineGroup
Austin Private Wealth, LLC35,008$783K0.06%+14713F-HRTimeline
Chris Bulman Inc32,306$723K0.32%new13F-HRTimeline
Straight Path Wealth Management32,122$718K0.19%+7,47913F-HRTimeline
CIBC WORLD MARKET INC.30,825$690K<0.01%new13F-HRTimeline
HighTower Advisors, LLC30,784$688K<0.01%+13,68213F-HRTimeline
Mendota Financial Group, LLC30,725$687K0.5%+38313F-HRTimeline
Koss-Olinger Consulting, LLC28,767$643K0.05%+5,86413F-HRTimeline
KOM Wealth Management Group, LLC28,191$630K0.45%new13F-HRTimeline
Modera Wealth Management, LLC27,964$625K0.01%+6,71713F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…27,635$618K0.51%+4,55913F-HRTimeline
HARBOUR INVESTMENTS, INC.27,477$615K0.01%+4,88413F-HRTimeline
BARRETT & COMPANY, INC.27,110$606K0.2%+3,18213F-HRTimeline
Gilbert & Cook, Inc.26,806$600K0.08%new13F-HRTimeline
Merit Financial Group, LLC26,392$590K<0.01%+14,76413F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC26,174$585K0.32%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC25,902$579K<0.01%+3,96313F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC25,735$576K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC25,288$566K0.1%013F-HRTimeline
Element Wealth, LLC25,233$564K0.23%+10,51313F-HRTimeline
Creative Planningin group Creative Planning25,003$559K<0.01%+2,20613F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC24,293$543K0.03%+7,72413F-HRTimeline
Grant Street Asset Management, Inc.24,096$539K0.11%+30013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/23,595$528K<0.01%+7,09613F-HRTimelineGroup
MAI Capital Management23,182$518K<0.01%+4,45413F-HRTimeline
Wealth Advisory Solutions, LLC21,967$491K0.11%+33713F-HRTimeline
EVEXIA WEALTH LLC21,785$488K0.14%-1,66213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20,938$468K0.01%+1,95813F-HRTimelineGroup
Daybright Advisory Services, Inc.20,851$466K0.12%13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC20,453$458K<0.01%new13F-HRTimelineGroup
TABLEAUX LLC20,150$451K0.32%+62213F-HR/ATimeline
Black Maple Capital Management LP20,000$447K0.33%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC19,365$433K<0.01%013F-HRTimelineGroup
Beacon Pointe Advisors, LLC19,240$430K<0.01%+10,14113F-HRTimeline
Heartland Bank & Trust Co19,209$430K0.18%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.18,935$423K<0.01%+4,28213F-HRTimelineGroup
Jacobi Capital Management LLC18,475$413K0.02%+1,26413F-HRTimeline
Independent Advisor Alliance18,291$409K0.01%+99913F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…17,785$398K0.02%+1,44613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,712$396K0.01%new13F-HRTimelineGroup
Great Diamond Partners, LLC17,627$394K0.08%+6,80413F-HRTimeline
Walleye Partners, LLC17,159$384K0.43%13F-HRTimeline
OneDigital Investment Advisors LLC16,915$378K<0.01%new13F-HRTimeline
Signature Wealth Management Group16,915$378K0.15%013F-HRTimeline
TFR Capital, LLC.16,369$366K0.12%new13F-HRTimeline
Wealthspire Advisors, LLC16,189$362K<0.01%+3,18613F-HRTimeline
Prime Capital Investment Advisors, LLC15,971$357K<0.01%+3,37213F-HRTimeline
Opus Capital Group, LLC15,830$354K0.04%+1,33013F-HRTimeline
MGO ONE SEVEN LLC15,775$353K0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.15,492$346K0.1%013F-HRTimeline
STAR Financial Bank15,451$346K0.18%-60213F-HRTimeline
Summit Wealth Partners, LLC15,443$345K0.06%013F-HRTimeline
Trinity Wealth Management, LLC15,387$344K0.13%+30913F-HRTimeline
Crews Bank & Trust15,100$338K0.05%-1,37513F-HRTimeline
CFS Investment Advisory Services, LLC14,309$320K0.02%+42413F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)13,803$309K0.1%new13F-HRTimeline
Autumn Glory Partners, LLC13,689$306K0.11%+5713F-HRTimeline
KPP Advisory Services LLC13,575$304K0.04%013F-HRTimeline
Old Port Advisors13,501$302K0.07%new13F-HRTimeline
Yoder Wealth Management, Inc.13,070$292K0.13%+2,10013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,810$287K0.01%new13F-HRTimelineGroup
Alamar Capital Management, LLC12,700$284K0.16%new13F-HRTimeline
Savvy Advisors, Inc.12,621$282K0.01%new13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC12,593$282K0.04%+13213F-HRTimeline
High Note Wealth, LLC12,061$270K0.05%+10,75013F-HRTimeline
Advisory Services Network, LLC12,023$269K<0.01%new13F-HRTimeline
DecisionMap Wealth Management, LLC11,981$268K0.17%+30913F-HRTimeline
RFP Financial Group LLC11,663$261K0.12%-12,36413F-HRTimeline
Foundations Investment Advisors, LLC11,530$258K<0.01%new13F-HRTimeline
Highland Financial Advisors, LLC11,430$256K0.07%013F-HRTimeline
Cambridge Financial Group, LLC11,498$255K0.09%-20613F-HRTimeline
O'Brien Wealth Partners LLC11,324$253K0.03%new13F-HRTimeline
Towne Trust Company, N.A11,300$253K0.08%+5,70013F-HRTimeline
Connecticut Wealth Management, LLC11,262$252K0.01%+2,17213F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC11,178$250K0.04%-1,90313F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC11,173$250K0.11%new13F-HRTimeline
HANOVER ADVISORS INC10,569$236K0.09%new13F-HRTimeline
Physician Wealth Advisors, Inc.10,473$234K0.03%+4413F-HRTimeline
Old Mission Investment Co LLC10,331$231K0.06%+1,06013F-HRTimeline
Guidance Point Advisors, LLC10,018$224K0.05%+23713F-HRTimeline
FLOW TRADERS U.S. LLC9,942$222K0.01%new13F-HRTimeline
Raab & Moskowitz Asset Management LLC9,733$218K0.05%new13F-HRTimeline
Conrad Siegel Investment Advisors, Inc.9,577$214K0.04%new13F-HRTimeline
Cyr Financial Inc.9,485$212K0.13%-2,16013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC9,013$202K0.01%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC8,345$187K0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC6,040$135K0.03%+1,92313F-HRTimeline