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Disclosery

IBTJ ISHARES TR

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IBONDS 29 TRM TS (fund)

143 managers (144 13F filers) reported a position in IBTJ shares at 2024-12-31, 16,006,143 shares in all. 25 filers opened a position and 10 filers sold out during the quarter.

Managers
143
13F filers
144
New
25
Added
81
Reduced
16
Sold out
10
Shares held by filers
16,006,143

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ATWOOD & PALMER INC1,089,552$23.2M1.59%+75,89213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,040,314$22.2M0.01%-10,71013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC833,210$17.8M0.01%13F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/821,744$17.5M<0.01%+241,17013F-HRTimelineGroup
UBS Group AGin group UBS Group AG745,436$15.9M<0.01%+180,30513F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC641,709$13.7M1.29%+27,74813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC588,407$12.5M0.02%+30,93213F-HRTimeline
Denver PWM, LLC552,242$11.8M4.56%new13F-HRTimeline
Journey Advisory Group, LLC515,204$11M1.32%013F-HRTimeline
Waycross Investment Management Co456,898$9.74M10.25%+3,95513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC456,508$9.74M<0.01%+92,67813F-HRTimelineGroup
MKT Advisors LLC427,028$9.11M3.97%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV381,056$8.13M0.02%+56,61413F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC360,901$7.7M0.11%+3,74413F-HRTimeline
Probity Advisors, Inc.352,353$7.51M1.45%+75,09913F-HRTimeline
Legacy Private Trust Co.340,521$7.26M0.48%new13F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC303,721$6.48M3.55%+76,61613F-HRTimeline
FAGAN ASSOCIATES, INC.289,759$6.18M0.98%+21,26213F-HRTimeline
D.A. DAVIDSON & CO.274,852$5.86M0.05%+22,20713F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.245,108$5.23M2.27%+6,67213F-HRTimeline
Robertson Stephens Wealth Management, L…234,130$4.99M0.18%+21,26813F-HRTimeline
CENTRAL TRUST Co220,809$4.71M0.12%+51,97313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY189,955$4.05M<0.01%+87,73513F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA189,437$4.04M<0.01%+69,30413F-HRTimelineGroup
Whalen Wealth Management Inc.180,602$3.85M2.67%+98913F-HRTimeline
Stockman Wealth Management, Inc.176,100$3.76M0.59%+16,10913F-HRTimeline
Estate Counselors, LLC173,726$3.7M0.4%+5913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.164,815$3.52M0.01%+51,08213F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…145,025$3.09M<0.01%+12,70713F-HRTimelineGroup
NewEdge Advisors, LLC131,480$2.8M0.02%+90,18713F-HRTimeline
1858 WEALTH MANAGEMENT, LLC131,288$2.8M2.22%+2,39213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP127,545$2.72M<0.01%+5,22313F-HRTimelineGroup
LPL Financial LLC123,902$2.64M<0.01%+16,59813F-HRTimeline
IFP Advisors, Inc123,717$2.64M0.09%+9,23413F-HRTimeline
SCS Capital Management LLC111,566$2.38M0.05%+25613F-HRTimeline
Accretive Wealth Partners, LLC110,956$2.37M1%+1,39213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC106,384$2.27M0.02%+40,61413F-HRTimelineGroup
Cetera Investment Advisers89,510$1.91M<0.01%+16,54613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.87,386$1.86M0.2%+16,25613F-HRTimeline
Atlantic Private Wealth, LLC86,806$1.85M1.39%-87813F-HRTimeline
Janney Montgomery Scott LLC86,290$1.84M0.01%+7,66413F-HRTimeline
STAR Financial Bank86,202$1.84M1.32%+4,43213F-HRTimeline
BOSTON FAMILY OFFICE LLC79,658$1.7M0.12%+8,78213F-HRTimeline
Financial Engines Advisors L.L.C.78,210$1.67M<0.01%+31,93213F-HRTimeline
HighTower Advisors, LLC73,854$1.58M<0.01%-20,17113F-HRTimeline
Altus Wealth Group LLC66,063$1.41M0.62%-2,38313F-HRTimeline
FF Advisors,LLC64,771$1.39M0.95%-7,05713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…64,060$1.37M0.01%+36,92813F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC60,610$1.29M0.03%+38,61113F-HRTimeline
EVEXIA WEALTH LLC59,868$1.28M0.43%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC55,838$1.19M0.07%+17,11013F-HRTimeline
COWA, LLC55,060$1.17M0.54%+4,49913F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp55,050$1.17M0.04%+2,32913F-HRTimelineGroup
SIGNATUREFD, LLC52,362$1.12M0.02%new13F-HRTimeline
Old Port Advisors51,806$1.1M0.32%+18,42513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS49,490$1.06M<0.01%+33,21413F-HRTimeline
Integrated Wealth Concepts LLC48,000$1.02M0.01%+14,50313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC46,925$1M0.07%013F-HRTimeline
Reliant Wealth Planning39,685$846K0.4%+10,16913F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC39,178$836K0.04%new13F-HRTimeline
Snowden Capital Advisors LLC39,100$834K0.03%+6,57313F-HRTimeline
Valmark Advisers, Inc.38,591$823K0.01%+9,56113F-HRTimeline
Leo Wealth, LLC38,234$815K0.07%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.37,942$809K0.01%+12113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,738$805K<0.01%new13F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding37,373$797K-5,290Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…36,925$787K<0.01%-43,92813F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC36,826$785K<0.01%-76,60513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.32,522$694K<0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.31,123$664K<0.01%new13F-HRTimelineGroup
Krilogy Financial LLC30,421$649K0.04%+2,16313F-HRTimeline
Foundry Financial Group, Inc.28,277$603K0.37%+5,01313F-HRTimeline
DUNCKER STREETT & CO INC27,921$595K0.11%+9,19313F-HRTimeline
Wealth Management Strategies, Inc.27,845$594K0.45%13F-HR/ATimeline
Compass Ion Advisors, LLC24,207$516K0.06%013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…22,372$477K0.5%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC21,657$462K<0.01%+2,08913F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC21,609$461K0.01%+85013F-HRTimelineGroup
Granite Harbor Advisors, Inc.21,290$454K0.25%+8,75213F-HRTimeline
CWM, LLCin group CWM, LLC21,157$451K<0.01%+8,82713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding20,610$440K+7,948Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,287$433K<0.01%-6,83413F-HRTimelineGroup
Signature Wealth Management Group19,371$413K0.17%new13F-HRTimeline
Cambridge Investment Research Advisors,…19,353$413K<0.01%+64313F-HRTimeline
Greenfield Savings Bank18,852$402K0.19%+9,03913F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC18,837$402K0.07%+4,28613F-HRTimeline
Jacobi Capital Management LLC17,077$364K0.03%+4,13313F-HRTimeline
Apella Capital, LLC16,441$351K0.01%+21313F-HRTimeline
Mendota Financial Group, LLC15,663$334K0.22%-5,40613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.15,350$327K0.02%+1,00013F-HRTimeline
Trinity Wealth Management, LLC15,270$326K0.15%new13F-HRTimeline
Safeguard Financial, LLC15,030$321K0.07%+5,88213F-HRTimeline
Crews Bank & Trust14,650$312K0.05%13F-HRTimeline
Asset Dedication, LLC14,452$308K0.02%+1,34713F-HRTimeline
REDW Wealth LLC14,251$304K0.11%-6,09813F-HRTimeline
Resonant Capital Advisors, LLC14,235$304K0.02%-66713F-HRTimeline
MML INVESTORS SERVICES, LLC14,022$299K<0.01%+3,51813F-HRTimeline
Cambridge Financial Group, LLC13,890$296K0.13%+78513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.13,696$292K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…13,536$289K<0.01%+7,24213F-HRTimeline
WASHINGTON TRUST Co13,062$279K0.01%013F-HRTimeline
DecisionMap Wealth Management, LLC12,918$275K0.22%13F-HRTimeline
Austin Private Wealth, LLC12,865$274K0.03%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,746$272K0.01%+9613F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …12,286$262K0.02%-13713F-HR/ATimeline
Capital Investment Advisors, LLC12,177$260K0.01%new13F-HRTimeline
Belpointe Asset Management LLC11,580$254K0.02%+3513F-HRTimeline
Highland Financial Advisors, LLC11,698$249K0.09%013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC11,557$246K0.21%-16,56813F-HRTimeline
Montecito Bank & Trust10,424$222K0.04%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC10,083$215K<0.01%new13F-HRTimeline
BCS Wealth Management9,991$213K0.05%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,940$212K<0.01%-10113F-HRTimelineGroup
Element Wealth, LLC9,569$204K0.11%+2,45513F-HRTimeline
Allworth Financial LP9,474$202K<0.01%+8,52613F-HRTimeline
Trust Co7,894$168K0.02%+1,44813F-HRTimeline
Spectrum Wealth Counsel, LLC5,266$112K0.01%+2,97313F-HRTimeline
BARRETT & COMPANY, INC.4,700$100K0.04%+4,30013F-HRTimeline
Physician Wealth Advisors, Inc.4,694$100K0.02%new13F-HRTimeline
Cherry Tree Wealth Management, LLC4,389$93.6K0.02%+80913F-HRTimeline
First PREMIER Bank3,612$77K0.02%+13013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,595$76.7K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC3,204$68.3K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,200$68.2K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC2,289$48.8K<0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,209$47.1K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,126$45K<0.01%013F-HRTimelineGroup
PSI Advisors, LLC2,000$42.7K0.01%new13F-HRTimeline
TD Capital Management LLC1,994$42.5K<0.01%+2513F-HRTimeline
2UniFi Bank1,956$41.7K0.03%13F-HRTimeline
COMERICA BANK1,824$38.9K<0.01%+1,18413F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,688$36K<0.01%+2213F-HRTimelineGroup
Parallel Advisors, LLC1,670$35.6K<0.01%-1,11113F-HRTimeline
Evergreen Private Wealth LLC1,168$24.9K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,157$24.7K<0.01%new13F-HRTimeline
Venturi Wealth Management, LLC768$16.4K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC589$12.6K<0.01%-1,67213F-HRTimeline
Costello Asset Management, INC456$9.72K0.01%+613F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC286$6.09K<0.01%013F-HRTimeline
WHITTIER TRUST CO178$3.79K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV152$3.24K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…64$1.36K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.