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Disclosery

IBTJ ISHARES TR

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IBONDS 29 TRM TS (fund)

212 managers (213 13F filers) reported a position in IBTJ shares at 2026-06-30, 50,177,356 shares in all. 18 filers opened a position and 19 filers sold out during the quarter.

Managers
212
13F filers
213
New
18
Added
109
Reduced
47
Sold out
19
Shares held by filers
50,177,356

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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 STANLEY3,449,133$74.7M<0.01%+65,39813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,763,412$59.8M<0.01%+305,50313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,580,593$55.9M0.07%+243,65513F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,766,489$38.2M0.01%-524,03813F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management1,700,849$36.8M0.37%-47,28313F-HRTimelineGroup
TRUE Private Wealth Advisors1,669,970$36.2M3.12%-152,30813F-HRTimeline
Financial Advisory Corp1,598,459$34.6M4.59%+26,88813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,434,792$31.1M0.01%-136,74113F-HRTimelineGroup
Asset Advisors Investment Management, L…1,340,715$29M2.66%+102,59813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,295,472$28M0.01%+72,99313F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,273,661$27.6M0.15%+75,73113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,220,815$26.4M<0.01%+529,75213F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC1,114,945$24.1M1.87%+74,39113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,039,013$22.5M<0.01%+44,75513F-HRTimelineGroup
HM PAYSON & CO961,074$20.8M0.28%+189,53213F-HRTimeline
ATWOOD & PALMER INC958,727$20.8M1.11%+13,75313F-HRTimeline
UBS Group AGin group UBS Group AG937,678$20.3M<0.01%+22,15713F-HRTimelineGroup
Integrated Wealth Concepts LLC921,429$19.9M0.1%+577,48513F-HRTimeline
Journey Advisory Group, LLC808,737$17.5M1.34%+11,00413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC790,679$17.1M0.02%-44,64013F-HRTimeline
Arax Advisory Partners781,914$16.9M0.11%new13F-HRTimeline
Denver PWM, LLC685,352$14.8M4.84%+12,83213F-HRTimeline
MKT Advisors LLC661,757$14.3M4.44%+49,27813F-HRTimeline
LPL Financial LLC640,840$13.9M<0.01%+24,18113F-HRTimeline
Merit Financial Group, LLC588,260$12.7M0.08%+570,18813F-HR/ATimeline
Wealth Management Strategies, Inc.577,575$12.5M4.89%+34,96013F-HRTimeline
Krilogy Financial LLC562,283$12.2M0.36%+41,16613F-HRTimeline
Legacy Private Trust Co.555,562$12M0.67%+18,31213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.533,453$11.5M0.12%+15,54013F-HRTimelineGroup
Probity Advisors, Inc.530,491$11.5M1.64%+44,94913F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC501,211$10.9M4.3%+34,31413F-HRTimeline
NewEdge Advisors, LLC499,976$10.8M0.03%+45,93913F-HRTimeline
ES4, LLC457,923$10.6M5.57%new13F-HRTimeline
MCF Advisors LLC431,897$10M0.36%+430,56313F-HRTimeline
Heartwood Wealth Advisors LLC446,254$9.66M0.75%+7,25613F-HRTimeline
Waycross Investment Management Co443,173$9.59M7.31%+7,25913F-HRTimeline
EIGHT 31 FINANCIAL, LLC436,563$9.45M5.62%+11,63413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC396,112$8.58M0.05%-40,45813F-HRTimelineGroup
D.A. DAVIDSON & CO.382,798$8.29M0.05%+23,37813F-HRTimeline
Robertson Stephens Wealth Management, L…373,145$8.08M0.2%+11,46013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…324,028$7.02M<0.01%+48,81713F-HRTimelineGroup
SPRENG CAPITAL MANAGEMENT, INC.322,517$6.98M2.54%-75513F-HRTimeline
FORONJY FINANCIAL LLC315,571$6.83M2.51%+18,74713F-HRTimeline
FAGAN ASSOCIATES, INC.294,216$6.37M0.78%+1,36713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.290,713$6.3M0.01%+2,22313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP275,978$5.97M<0.01%-711,28013F-HRTimelineGroup
CENTRAL TRUST Co274,945$5.95M0.11%+12,74913F-HRTimeline
REBALANCE, LLC270,435$5.85M0.31%+23,74313F-HRTimeline
Janney Montgomery Scott LLC263,619$5.71M0.01%+9,47813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.259,495$5.62M0.01%+26,69913F-HRTimelineGroup
Stockman Wealth Management, Inc.255,938$5.54M0.57%+8,03213F-HRTimeline
Baltimore-Washington Financial Advisors…253,729$5.49M0.21%+30,91013F-HRTimeline
Asset Dedication, LLC247,828$5.37M0.34%+29,31713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC237,720$5.15M0.07%-5,29013F-HRTimeline
Belpointe Asset Management LLC222,170$4.81M0.16%+11,69113F-HRTimeline
Accretive Wealth Partners, LLC201,935$4.37M1.06%+36,77713F-HRTimeline
BOSTON FAMILY OFFICE LLC184,177$3.99M0.24%+36,09413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA182,778$3.96M<0.01%-3,86313F-HRTimelineGroup
Portland Global Advisors LLC178,937$3.87M0.37%new13F-HRTimeline
Financial Engines Advisors L.L.C.178,850$3.87M0.01%-5,88213F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC176,332$3.82M0.14%+23,99613F-HRTimeline
Northstar Group, Inc.170,987$3.7M0.48%+35,13413F-HRTimeline
SIGNATUREFD, LLC168,985$3.66M0.05%+2,31213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC165,829$3.59M0.17%-9,72613F-HRTimeline
Parallel Advisors, LLC159,660$3.46M0.05%+10,40713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.142,758$3.09M0.27%013F-HR/ATimeline
SCS Capital Management LLC132,570$2.87M0.03%-1,62013F-HRTimeline
Cetera Investment Advisers130,972$2.84M<0.01%-35013F-HRTimeline
Sanctuary Advisors, LLC123,865$2.68M0.01%+27,24713F-HRTimeline
Apella Capital, LLC123,650$2.67M0.04%+20,88913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.117,569$2.55M0.09%-1,73213F-HRTimeline
Hughes Financial Services, LLC102,834$2.23M0.3%+3,28513F-HRTimeline
Valmark Advisers, Inc.101,265$2.19M0.02%+26,49613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC99,482$2.15M0.15%+13,96913F-HRTimeline
HighTower Advisors, LLC84,520$1.83M<0.01%-38,01613F-HRTimeline
Atria Investments, Inc82,003$1.78M0.02%-6,50213F-HRTimeline
Allworth Financial LP79,119$1.71M0.01%+3,14013F-HRTimeline
Midwest Professional Planners, LTD.76,724$1.66M0.33%+18,92713F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp69,243$1.5M0.04%+49413F-HRTimelineGroup
SUMMITPOINT CAPITAL MANAGEMENT67,080$1.45M1.57%-13,20313F-HRTimeline
IFP Advisors, Inc66,483$1.44M0.03%-5,14813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS65,858$1.43M<0.01%-25,43513F-HRTimeline
Montecito Bank & Trust61,837$1.34M0.2%+5,54013F-HRTimeline
Reliant Wealth Planning61,315$1.33M0.37%+89613F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC60,840$1.32M0.53%+2,18313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC60,101$1.3M<0.01%+40,24413F-HRTimelineGroup
Foundry Financial Group, Inc.59,547$1.29M0.56%+38013F-HRTimeline
BIP Wealth, LLC57,901$1.25M0.04%-107,35513F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…56,505$1.22M0.06%+18,02113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…49,694$1.08M<0.01%new13F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…48,658$1.05M<0.01%+513F-HRTimelineGroup
Snowden Capital Advisors LLC43,558$943K0.02%+53613F-HRTimeline
Cambridge Investment Research Advisors,…43,414$940K<0.01%-41,89913F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC42,790$926K<0.01%-67013F-HRTimelineGroup
MOULTON WEALTH MANAGEMENT, INC42,408$915K0.6%new13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC41,440$897K0.1%+72313F-HRTimeline
Atlantic Private Wealth, LLC41,119$890K0.55%-1,32813F-HRTimeline
Compass Ion Advisors, LLC38,091$825K0.07%013F-HRTimeline
DUNCKER STREETT & CO INC37,740$817K0.14%+35613F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding37,703$816K-17,652Timeline
Great Diamond Partners, LLC37,075$803K0.14%+11,16913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…36,161$783K0.02%-5,69013F-HRTimelineGroup
KOM Wealth Management Group, LLC35,636$772K0.47%+9,03413F-HRTimeline
Chris Bulman Inc35,591$771K0.28%-3,23713F-HRTimeline
Community Financial Services Group, LLC34,386$742K0.11%new13F-HRTimeline
Capital Investment Advisors, LLC33,270$720K0.01%+4013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC33,094$716K0.01%-770,00313F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC32,450$703K<0.01%+5,50013F-HRTimelineGroup
L2 Asset Management, LLC32,325$700K0.07%+1,02113F-HRTimeline
Mendota Financial Group, LLC31,807$689K0.43%+30113F-HRTimeline
HARBOUR INVESTMENTS, INC.29,356$636K0.01%+27713F-HRTimeline
Keeler Thomas Management LLC28,920$626K0.22%-10,26013F-HRTimeline
Granite Harbor Advisors, Inc.28,821$624K0.25%-14,90613F-HRTimeline
Straight Path Wealth Management28,628$620K0.14%-1,02713F-HRTimeline
Independent Advisor Alliance27,923$605K0.01%-105,28613F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…27,441$594K0.4%013F-HRTimeline
Creative Planningin group Creative Planning26,768$580K<0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/26,232$568K<0.01%+2,09813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC24,730$535K<0.01%+6,02213F-HRTimeline
Modern Wealth Management, LLC24,234$525K0.01%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC24,081$521K0.08%+2313F-HRTimeline
TABLEAUX LLC23,225$503K0.21%-2,41413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…22,761$493K<0.01%+20,02313F-HRTimelineGroup
Old Port Advisors22,564$489K0.1%-40413F-HRTimeline
Daybright Advisory Services, Inc.21,652$467K0.11%+27113F-HRTimeline
DecisionMap Wealth Management, LLC20,302$440K0.25%+4,47513F-HRTimeline
Jacobi Capital Management LLC19,740$427K0.02%-12413F-HRTimeline
Heartland Bank & Trust Co19,589$424K0.09%013F-HRTimeline
Walleye Partners, LLC19,252$417K0.48%+18213F-HRTimeline
Atwater Malick LLC18,428$399K0.09%+4,57513F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE18,400$398K0.05%013F-HRTimeline
Prime Capital Investment Advisors, LLC18,203$394K<0.01%+1,32413F-HRTimeline
Beacon Pointe Advisors, LLC17,538$380K<0.01%+62913F-HRTimeline
Black Maple Capital Management LP17,500$379K0.25%013F-HRTimeline
Summit Wealth Partners, LLC17,375$376K0.05%+4213F-HRTimeline
STAR Financial Bank17,319$375K0.15%-40413F-HRTimeline
CGN Advisors LLC17,225$373K0.03%+7913F-HRTimeline
XY Planning Network, Inc.17,225$373K0.05%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC17,193$372K<0.01%013F-HRTimeline
Madrid Wealth Management, LLC16,901$366K0.24%013F-HRTimeline
Towne Trust Company, N.A16,486$357K0.11%+8,05013F-HRTimeline
BARRETT & COMPANY, INC.16,334$354K0.1%+5,37413F-HRTimeline
OneDigital Investment Advisors LLC16,280$352K<0.01%-37113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC15,925$345K0.02%013F-HRTimeline
COWA, LLC15,725$340K0.09%013F-HRTimeline
Trinity Wealth Management, LLC15,722$340K0.11%+5413F-HRTimeline
Single Point Partners, LLC15,309$331K0.06%new13F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC14,726$319K0.02%013F-HRTimeline
Element Wealth, LLC14,521$314K0.12%+13713F-HRTimeline
Cyr Financial Inc.14,381$311K0.16%+28713F-HRTimeline
Cambridge Financial Group, LLC14,011$303K0.1%013F-HRTimeline
Opus Capital Group, LLC13,900$301K0.03%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.13,696$297K0.03%013F-HRTimeline
Crews Bank & Trust13,590$294K0.04%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC13,426$291K<0.01%-1,04513F-HRTimeline
Madden Advisory Services, Inc.13,295$288K0.1%+1,01813F-HRTimeline
Old Mission Investment Co LLC13,082$283K0.06%13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC12,945$283K0.04%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…13,059$283K0.01%+413F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,051$283K<0.01%+1113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,969$281K<0.01%-5,77913F-HRTimelineGroup
Advisory Services Network, LLC12,962$281K<0.01%+22613F-HRTimeline
Physician Wealth Advisors, Inc.12,936$280K0.03%+5,77213F-HRTimeline
Koss-Olinger Consulting, LLC12,923$280K0.02%+8213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC12,835$278K0.04%new13F-HRTimeline
Alamar Capital Management, LLC12,700$275K0.14%013F-HRTimeline
CFS Investment Advisory Services, LLC12,389$268K0.02%013F-HRTimeline
Conrad Siegel Investment Advisors, Inc.12,274$266K0.04%+31613F-HRTimeline
Guidance Point Advisors, LLC12,112$262K0.06%+25413F-HRTimeline
Autumn Glory Partners, LLC12,014$260K0.07%+2,78113F-HRTimeline
Vestmark Advisory Solutions, Inc.11,901$258K<0.01%new13F-HRTimeline
Highland Financial Advisors, LLC11,698$253K0.06%013F-HRTimeline
Resonant Capital Advisors, LLC11,603$251K0.01%-47613F-HRTimeline
MGO ONE SEVEN LLC11,063$240K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC10,853$235K<0.01%13F-HRTimeline
Trust Co10,272$222K0.02%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,068$218K<0.01%-9113F-HRTimelineGroup
Avidian Wealth Enterprises, LLC9,862$214K0.01%new13F-HRTimeline
Foundations Investment Advisors, LLC9,530$206K<0.01%-3013F-HRTimeline
Penobscot Investment Management Company…9,500$206K0.01%013F-HRTimeline
KINTRA WEALTH, LLC9,500$205K0.01%-117,01013F-HRTimeline
WASHINGTON TRUST Co9,362$203K0.01%013F-HRTimeline
Koshinski Asset Management, Inc.9,358$203K0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth9,352$202K<0.01%-6,70713F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp6,321$137K<0.01%+1,20213F-HRTimelineGroup
High Note Wealth, LLC5,744$124K0.02%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co5,482$119K0.01%+9013F-HRTimelineGroup
Pinnacle Bancorp, Inc.5,277$114K0.03%013F-HRTimeline
Key Financial Inc4,995$108K0.02%new13F-HRTimeline
Farther Finance Advisors, LLC4,614$99.9K<0.01%+4413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,095$88.7K<0.01%013F-HRTimelineGroup
Hara Capital LLC4,000$86.6K0.05%-83213F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS3,882$84K0.01%new13F-HRTimeline
CNB Bank3,783$81.9K0.03%+18013F-HRTimeline
Steward Partners Investment Advisory, L…3,725$80.6K<0.01%-1,50513F-HRTimeline
First PREMIER Bank3,590$78K0.01%013F-HRTimeline
Bogart Wealth, LLC3,204$69.4K<0.01%013F-HRTimeline
NBH Bank2,835$61.4K0.03%13F-HRTimeline
Longview Financial Advisors LLC2,595$56.2K0.03%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,346$50.8K<0.01%+58213F-HRTimelineGroup