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Disclosery

IBTI ISHARES TR

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IBONDS 28 TRM TS (fund)

248 managers (251 13F filers) reported a position in IBTI shares at 2026-03-31, 61,558,076 shares in all. 32 filers opened a position and 11 filers sold out during the quarter.

Managers
248
13F filers
251
New
32
Added
144
Reduced
44
Sold out
11
Shares held by filers
61,558,076

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Focus Partners Wealthin group Focus Partners Wealth3,421,445$76.2M0.08%+194,37213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,418,717$76.2M<0.01%-32,35313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,039,168$67.7M0.01%+187,51213F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,726,336$60.8M<0.01%+73,30413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,405,511$53.6M0.08%+133,90913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,947,621$43.4M0.01%+86,45513F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,410,375$31.4M0.01%+387,79713F-HRTimelineGroup
BAILARD, INC.1,361,953$30.3M0.7%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,354,916$30.2M0.35%-14,63713F-HRTimelineGroup
Heartwood Wealth Advisors LLC1,291,891$28.8M2.51%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,270,377$28.3M0.01%+1,179,57013F-HRTimelineGroup
Financial Advisory Corp1,234,618$27.5M3.82%+252,77613F-HRTimeline
Asset Advisors Investment Management, L…1,213,245$27M2.58%+60,63513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,181,634$26.3M0.16%+137,22313F-HRTimelineGroup
HM PAYSON & CO1,047,861$23.3M0.34%+428,90513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding1,043,543$23.3M+66,570Timeline
LPL Financial LLC1,040,991$23.2M0.01%+188,32713F-HRTimeline
ATWOOD & PALMER INC943,410$21M1.19%+19,31813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA940,676$21M<0.01%+191,44713F-HRTimelineGroup
Horizon Advisory Services, Inc.901,221$20.1M10.29%+19,76613F-HRTimeline
Journey Advisory Group, LLC870,420$19.4M1.66%+24,54113F-HRTimeline
Integrated Wealth Concepts LLC809,948$18M0.14%+221,49913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC802,850$17.9M<0.01%+318,46613F-HR/ATimelineGroup
MKT Advisors LLC802,813$17.8M5.98%+18,50813F-HRTimeline
Baltimore-Washington Financial Advisors…791,726$17.6M0.76%+75,70213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …755,760$16.8M0.91%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC750,303$16.7M0.04%+44,75013F-HRTimelineGroup
MOSELEY INVESTMENT MANAGEMENT INC720,119$16M5.12%+15,92313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.677,535$15.1M<0.01%+392,97913F-HRTimelineGroup
Denver PWM, LLC665,587$14.8M5.08%-84,42913F-HRTimeline
Krilogy Financial LLC598,916$13.3M0.43%+26,10313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC575,054$12.8M0.02%-11,73613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC558,845$12.5M0.94%+257,85813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP554,901$12.4M0.01%-1,75713F-HRTimelineGroup
Legacy Private Trust Co.548,089$12.2M0.75%-20813F-HRTimeline
Steward Partners Investment Advisory, L…546,818$12.2M0.06%+9,97813F-HRTimeline
Scissortail Wealth Management, LLC518,193$11.5M2.32%+66,81113F-HRTimeline
Trust Co508,964$11.3M1.06%+5,24913F-HRTimeline
Wealth Management Strategies, Inc.475,579$10.6M4.79%+18,98113F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC458,432$10.2M4.5%+68,85513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.417,856$9.31M0.91%+120,78313F-HRTimeline
EIGHT 31 FINANCIAL, LLC417,173$9.3M5.61%-7,74913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC387,821$8.64M0.13%+77,60213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.385,037$8.58M0.01%+36,53013F-HRTimelineGroup
Snowden Capital Advisors LLC382,400$8.52M0.23%-2,38913F-HRTimeline
NewEdge Advisors, LLC349,996$7.8M0.03%+14,26413F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…324,307$7.23M<0.01%+85,92913F-HRTimelineGroup
Northstar Group, Inc.323,298$7.2M1.02%+22,42513F-HRTimeline
D.A. DAVIDSON & CO.309,673$6.9M0.04%+16,16313F-HRTimeline
Financial Engines Advisors L.L.C.306,134$6.82M0.01%+7,30713F-HRTimeline
Carmel Capital Partners, LLC291,085$6.49M2.34%+21,22113F-HRTimeline
Janney Montgomery Scott LLC287,213$6.4M0.02%+46,76813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.285,030$6.35M0.01%+78,86713F-HRTimelineGroup
CENTRAL TRUST Co284,536$6.34M0.12%+10,72713F-HRTimeline
OAK FAMILY ADVISORS, LLC274,078$6.11M1.88%new13F-HRTimeline
REBALANCE, LLC268,359$5.98M0.35%+3,46613F-HRTimeline
BOSTON FAMILY OFFICE LLC265,984$5.93M0.39%+14,33013F-HRTimeline
Probity Advisors, Inc.257,738$5.74M0.91%-163,76013F-HRTimeline
Independent Advisor Alliance237,958$5.3M0.06%+219,66713F-HRTimeline
BIP Wealth, LLC229,954$5.12M0.21%-8,17313F-HRTimeline
FCA CORP /TX224,296$5M1.41%+4,53613F-HRTimeline
Stockman Wealth Management, Inc.223,130$4.97M0.55%+22,88813F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC212,112$4.73M1.35%-22,96113F-HRTimeline
Asset Dedication, LLC208,368$4.64M0.33%+50,56413F-HRTimeline
Apella Capital, LLC194,701$4.34M0.06%+25,68813F-HRTimeline
IFP Advisors, Inc187,219$4.17M0.09%+2,48913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.178,011$3.97M0.16%+38,60013F-HRTimeline
SIGNATUREFD, LLC172,974$3.85M0.06%-4,62713F-HRTimeline
Accretive Wealth Partners, LLC162,479$3.62M1.02%+7,77113F-HRTimeline
Portland Global Advisors LLC162,162$3.61M0.39%+21,15113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC161,277$3.59M0.21%+2,65513F-HRTimeline
Belpointe Asset Management LLC160,793$3.58M0.13%+21,37413F-HRTimeline
Old Port Advisors153,007$3.41M0.79%+139,50613F-HRTimeline
CHATHAM CAPITAL GROUP, INC.147,965$3.3M0.48%+3,36513F-HRTimeline
Ashton Thomas Private Wealth, LLC147,226$3.28M0.08%+2,68713F-HRTimeline
Collaborative Fund Advisors, LLC143,997$3.21M1.98%13F-HRTimeline
Parallel Advisors, LLC142,903$3.18M0.06%+3,39113F-HR/ATimeline
HOWLAND CAPITAL MANAGEMENT LLC139,687$3.11M0.12%+13,86513F-HRTimeline
Cornerstone Planning, LLC136,349$3.04M0.69%new13F-HRTimeline
Allworth Financial LP135,862$3.03M0.01%+36013F-HRTimeline
Lantz Financial LLC134,796$3M0.62%+15,71513F-HRTimeline
SCS Capital Management LLC131,472$2.93M0.03%+18,00513F-HRTimeline
Sanctuary Advisors, LLC130,377$2.91M0.02%+4,66813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…127,152$2.83M0.01%+17,46613F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC126,709$2.82M1.37%+10,90813F-HRTimeline
Cetera Investment Advisers123,637$2.75M<0.01%-7,83313F-HRTimeline
Midwest Professional Planners, LTD.118,833$2.65M0.62%+36,94413F-HRTimeline
Capital Investment Advisors, LLC116,515$2.6M0.04%-1,26713F-HR/ATimeline
Atria Investments, Inc115,220$2.57M0.03%+3,37913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC112,721$2.51M0.02%+5,80313F-HRTimelineGroup
Cambridge Investment Research Advisors,…110,381$2.46M0.01%+62,78513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS108,326$2.41M<0.01%+3,81713F-HRTimeline
Penobscot Investment Management Company…106,465$2.37M0.19%-1,82513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC106,150$2.37M0.19%-9,40013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…102,920$2.29M0.01%-29,14613F-HRTimeline
Hughes Financial Services, LLC99,970$2.23M0.34%+1,22613F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/94,330$2.1M0.37%+32513F-HRTimeline
TFR Capital, LLC.92,546$2.06M0.63%+76,17713F-HRTimeline
Reliant Wealth Planning92,278$2.06M0.62%+67013F-HRTimeline
Essential Planning, LLC.92,246$2.06M0.65%-3,35813F-HRTimeline
Leo Wealth, LLC91,393$2.04M0.15%-12,46813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP90,165$2.01M<0.01%+1,89413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding84,743$1.89M-3,536Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC83,223$1.85M<0.01%new13F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp82,547$1.84M0.05%-2,47713F-HRTimelineGroup
Modern Wealth Management, LLC81,292$1.81M0.03%+12,31113F-HRTimeline
Valmark Advisers, Inc.79,527$1.77M0.02%-1,37713F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT79,218$1.77M2.25%13F-HRTimeline
Foundry Financial Group, Inc.76,122$1.7M0.84%-3,02213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC71,988$1.6M0.04%+54,27613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC65,429$1.46M<0.01%-12,05113F-HRTimeline
KFG WEALTH MANAGEMENT, LLC65,339$1.46M0.19%+6,87613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC60,775$1.35M<0.01%+34,87313F-HRTimelineGroup
Montecito Bank & Trust59,372$1.32M0.22%-1,59413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC59,188$1.32M0.02%+33,45313F-HRTimeline
Delta Wealth Advisors LLC53,490$1.19M0.91%-34013F-HRTimeline
Horizons Wealth Management51,543$1.15M0.76%+85713F-HRTimeline
KOM Wealth Management Group, LLC51,014$1.14M0.78%+22,82313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC50,329$1.12M<0.01%+14,90913F-HRTimelineGroup
Compass Ion Advisors, LLC49,723$1.11M0.11%+9,88113F-HRTimeline
Mariner, LLCin group Mariner, LLC49,708$1.11M<0.01%+20313F-HRTimelineGroup
MGO ONE SEVEN LLC45,460$1.01M0.02%+29,68513F-HRTimeline
Granite Harbor Advisors, Inc.41,264$919K0.4%+60813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,041$892K<0.01%-23,50613F-HRTimelineGroup
Creative Planningin group Creative Planning39,042$870K<0.01%+14,03913F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC38,049$848K0.01%-1,72713F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…37,832$843K0.02%-1,00213F-HRTimelineGroup
Great Diamond Partners, LLC36,492$813K0.16%+18,86513F-HRTimeline
DUNCKER STREETT & CO INC36,366$810K0.15%+11,07813F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC33,298$742K0.05%+9,00513F-HRTimeline
Wealthspire Advisors, LLC32,718$729K0.01%+16,52913F-HRTimeline
HARBOUR INVESTMENTS, INC.32,064$714K0.01%+4,58713F-HRTimeline
Straight Path Wealth Management31,469$701K0.19%-65313F-HRTimeline
CIBC WORLD MARKET INC.31,060$692K<0.01%+23513F-HRTimeline
Mendota Financial Group, LLC30,909$689K0.51%+18413F-HRTimeline
HighTower Advisors, LLC29,473$657K<0.01%-1,31113F-HRTimeline
Koss-Olinger Consulting, LLC28,821$642K0.05%+5413F-HRTimeline
Keeler Thomas Management LLC28,654$638K0.27%-32,37113F-HRTimeline
TABLEAUX LLC28,525$636K0.31%+8,37513F-HRTimeline
Chris Bulman Inc28,127$627K0.27%-4,17913F-HRTimeline
BARRETT & COMPANY, INC.28,110$626K0.22%+1,00013F-HRTimeline
Modera Wealth Management, LLC27,964$623K0.01%013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…27,635$616K0.5%013F-HRTimeline
Atwater Malick LLC26,944$600K0.16%new13F-HRTimeline
Element Wealth, LLC26,938$600K0.25%+1,70513F-HRTimeline
Merit Financial Group, LLC26,507$591K<0.01%+11513F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…26,461$590K0.03%+8,67613F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC26,174$583K0.3%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC26,107$582K<0.01%+5,65413F-HRTimelineGroup
EVEXIA WEALTH LLC25,387$565K0.16%+3,60213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/24,484$545K<0.01%+88913F-HRTimelineGroup
Grant Street Asset Management, Inc.24,240$540K0.1%+14413F-HRTimeline
Wealth Advisory Solutions, LLC23,643$527K0.12%+1,67613F-HRTimeline
Black Maple Capital Management LP23,250$518K0.4%+3,25013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC23,155$516K<0.01%new13F-HRTimeline
Basepoint Wealth LLC22,875$510K0.29%new13F-HRTimeline
Beacon Pointe Advisors, LLC22,661$505K<0.01%+3,42113F-HRTimeline
Gilbert & Cook, Inc.22,110$493K0.06%-4,69613F-HRTimeline
Eldridge Investment Advisors, Inc.21,867$486K0.11%new13F-HRTimeline
Daybright Advisory Services, Inc.20,975$467K0.13%+12413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,435$457K<0.01%+1,50013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20,446$456K0.01%-49213F-HRTimelineGroup
Strategic Financial Concepts, LLC20,262$451K0.11%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,907$444K<0.01%new13F-HRTimelineGroup
MAI Capital Management19,831$442K<0.01%-3,35113F-HRTimeline
Madden Advisory Services, Inc.19,664$438K0.17%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC19,365$432K<0.01%013F-HRTimelineGroup
Heartland Bank & Trust Co19,209$428K0.1%013F-HRTimeline
Jacobi Capital Management LLC18,723$417K0.02%+24813F-HRTimeline
Avidian Wealth Enterprises, LLC18,394$410K0.01%new13F-HRTimeline
Quantinno Capital Management LP18,144$404K<0.01%new13F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE18,000$401K0.06%-18,00013F-HRTimeline
BEACON FINANCIAL PLANNING, INC17,969$400K0.16%new13F-HRTimeline
Savvy Advisors, Inc.17,300$385K0.01%+4,67913F-HRTimeline
Walleye Partners, LLC17,261$385K0.47%+10213F-HRTimeline
OneDigital Investment Advisors LLC16,915$377K<0.01%013F-HRTimeline
Signature Wealth Management Group16,915$377K0.14%013F-HRTimeline
Prime Capital Investment Advisors, LLC16,560$369K<0.01%+58913F-HRTimeline
Pinnacle Bancorp, Inc.16,163$360K0.11%+67113F-HRTimeline
Opus Capital Group, LLC15,830$353K0.04%013F-HRTimeline
Crews Bank & Trust15,775$352K0.05%+67513F-HRTimeline
Summit Wealth Partners, LLC15,443$344K0.05%013F-HRTimeline
Trinity Wealth Management, LLC15,387$343K0.13%013F-HRTimeline
High Note Wealth, LLC14,961$333K0.07%+2,90013F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)14,692$327K0.1%+88913F-HRTimeline
KPP Advisory Services LLC14,575$325K0.05%+1,00013F-HRTimeline
CFS Investment Advisory Services, LLC14,333$320K0.02%+2413F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC14,324$319K0.05%+3,14613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP14,027$313K0.01%new13F-HRTimeline
Autumn Glory Partners, LLC13,717$306K0.11%+2813F-HRTimeline
Old Mission Investment Co LLC13,696$305K0.07%+3,36513F-HRTimeline
Foundations Investment Advisors, LLC13,547$302K<0.01%+2,01713F-HRTimeline
TOWER BRIDGE ADVISORS13,475$300K0.03%new13F-HRTimeline
Advisory Services Network, LLC13,280$296K<0.01%+1,25713F-HRTimeline
Raab & Moskowitz Asset Management LLC13,235$295K0.07%+3,50213F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC13,172$294K0.22%new13F-HRTimeline
Yoder Wealth Management, Inc.13,070$291K0.13%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,813$286K0.01%+313F-HRTimelineGroup
Alamar Capital Management, LLC12,700$283K0.17%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC12,656$282K0.04%+6313F-HRTimeline