Skip to content
Disclosery

IBTJ ISHARES TR

Follow

IBONDS 29 TRM TS (fund)

166 managers (166 13F filers) reported a position in IBTJ shares at 2025-03-31, 23,235,197 shares in all. 33 filers opened a position and 10 filers sold out during the quarter.

Managers
166
13F filers
166
New
33
Added
86
Reduced
24
Sold out
10
Shares held by filers
23,235,197

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
TRUE Private Wealth Advisors1,508,488$32.8M3.99%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,439,491$31.3M0.01%+399,17713F-HRTimelineGroup
ATWOOD & PALMER INC1,138,479$24.8M1.72%+48,92713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC854,872$18.6M0.01%+21,66213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP803,005$17.5M0.02%+675,46013F-HRTimelineGroup
UBS Group AGin group UBS Group AG785,917$17.1M<0.01%+40,48113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/758,661$16.5M<0.01%-63,08313F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC746,617$16.3M1.55%+104,90813F-HRTimeline
Journey Advisory Group, LLC704,956$15.3M1.26%+189,75213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC691,740$15.1M<0.01%+235,23213F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC659,217$14.4M0.2%+637,60813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC637,870$13.9M0.02%+49,46313F-HRTimeline
Denver PWM, LLC629,081$13.7M4.93%+76,83913F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC534,836$11.6M0.17%+173,93513F-HRTimeline
Waycross Investment Management Co454,081$9.89M11.15%-2,81713F-HRTimeline
MKT Advisors LLC444,890$9.71M4.56%+17,86213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV429,969$9.36M0.02%+48,91313F-HRTimeline
Legacy Private Trust Co.398,735$8.68M0.6%+58,21413F-HRTimeline
EIGHT 31 FINANCIAL, LLC377,061$8.21M5.26%new13F-HRTimeline
Probity Advisors, Inc.375,835$8.18M1.57%+23,48213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY350,017$7.62M<0.01%+160,06213F-HRTimelineGroup
SHELTON WEALTH MANAGEMENT, LLC334,348$7.28M4.16%+30,62713F-HRTimeline
Cetera Investment Advisers333,819$7.27M0.01%+244,30913F-HRTimeline
LPL Financial LLC297,756$6.48M<0.01%+173,85413F-HRTimeline
Wealth Management Strategies, Inc.297,293$6.47M4.33%+269,44813F-HRTimeline
D.A. DAVIDSON & CO.295,566$6.43M0.05%+20,71413F-HRTimeline
FAGAN ASSOCIATES, INC.288,994$6.29M1.05%-76513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…282,943$6.16M0.05%+218,88313F-HRTimelineGroup
Robertson Stephens Wealth Management, L…268,440$5.84M0.22%+34,31013F-HRTimeline
CENTRAL TRUST Co261,748$5.7M0.14%+40,93913F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.259,254$5.64M2.55%+14,14613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA238,678$5.2M<0.01%+49,24113F-HR/ATimelineGroup
Stockman Wealth Management, Inc.188,172$4.1M0.61%+12,07213F-HRTimeline
Whalen Wealth Management Inc.187,580$4.08M2.72%+6,97813F-HRTimeline
Estate Counselors, LLC178,276$3.88M0.4%+4,55013F-HRTimeline
NewEdge Advisors, LLC165,183$3.6M0.02%+33,70313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.162,610$3.54M<0.01%+130,08813F-HRTimelineGroup
Accretive Wealth Partners, LLC140,685$3.06M1.08%+29,72913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…137,243$2.99M<0.01%-7,78213F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC136,994$2.98M0.04%+30,61013F-HRTimelineGroup
1858 WEALTH MANAGEMENT, LLC133,257$2.9M2.46%+1,96913F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC132,066$2.88M0.13%+92,88813F-HRTimeline
IFP Advisors, Inc127,405$2.77M0.09%+3,68813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC126,863$2.76M0.05%+66,25313F-HRTimeline
LifePlan Financial, LLC113,263$2.62M2.28%new13F-HRTimeline
Parallel Advisors, LLC112,151$2.44M0.06%+110,48113F-HRTimeline
SCS Capital Management LLC106,084$2.31M0.03%-5,48213F-HR/ATimeline
MV CAPITAL MANAGEMENT, INC.104,108$2.27M0.24%+16,72213F-HRTimeline
Janney Montgomery Scott LLC103,324$2.25M0.01%+17,03413F-HRTimeline
STAR Financial Bank101,301$2.21M1.61%+15,09913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC92,565$2.02M0.13%+36,72713F-HRTimeline
Financial Engines Advisors L.L.C.90,578$1.97M<0.01%+12,36813F-HRTimeline
Keeler Thomas Management LLC90,448$1.97M0.96%new13F-HRTimeline
SIGNATUREFD, LLC87,732$1.91M0.04%+35,37013F-HRTimeline
BOSTON FAMILY OFFICE LLC82,873$1.8M0.13%+3,21513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.81,587$1.78M<0.01%-83,22813F-HRTimelineGroup
Atria Investments, Inc77,268$1.68M0.02%new13F-HRTimeline
Atlantic Private Wealth, LLC74,875$1.63M1.2%-11,93113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC72,311$1.57M0.18%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS71,320$1.55M<0.01%+21,83013F-HRTimeline
Integrated Wealth Concepts LLC69,008$1.5M0.02%+21,00813F-HRTimeline
FF Advisors,LLC68,661$1.5M0.86%+3,89013F-HRTimeline
EVEXIA WEALTH LLC61,116$1.33M0.48%+1,24813F-HRTimeline
Forefront Wealth Partners, LLC59,831$1.3M0.89%new13F-HRTimeline
REBALANCE, LLC59,059$1.29M0.09%new13F-HRTimeline
Leo Wealth, LLC58,845$1.28M0.18%+20,61113F-HRTimeline
RFP Financial Group LLC56,022$1.26M0.51%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC56,277$1.23M<0.01%+19,45113F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp55,043$1.2M0.04%-713F-HRTimelineGroup
Old Port Advisors48,443$1.05M0.31%-3,36313F-HRTimeline
HighTower Advisors, LLC47,664$1.04M<0.01%-26,19013F-HRTimeline
Krilogy Financial LLC47,433$1.03M0.07%+17,01213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC46,925$1.02M0.07%013F-HRTimeline
Sanctuary Advisors, LLC43,437$946K0.01%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.42,708$930K<0.01%+11,58513F-HRTimelineGroup
Valmark Advisers, Inc.40,990$892K0.01%+2,39913F-HRTimeline
Reliant Wealth Planning39,685$864K0.39%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…39,671$864K0.03%+2,29813F-HRTimelineGroup
Snowden Capital Advisors LLC39,100$851K0.03%013F-HRTimeline
Apella Capital, LLC38,573$836K0.03%+22,13213F-HRTimeline
Foundry Financial Group, Inc.36,498$795K0.49%+8,22113F-HRTimeline
Montecito Bank & Trust35,894$781K0.14%+25,47013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.32,999$718K0.01%-4,94313F-HRTimelineGroup
CWM, LLCin group CWM, LLC32,993$718K<0.01%+11,83613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding31,748$691K+11,138Timeline
DUNCKER STREETT & CO INC27,921$608K0.12%013F-HRTimeline
SWMG, LLC26,567$580K0.23%new13F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…24,708$538K0.61%+2,33613F-HRTimeline
Austin Private Wealth, LLC24,633$536K0.05%+11,76813F-HRTimeline
Cambridge Investment Research Advisors,…24,514$534K<0.01%+5,16113F-HRTimeline
Compass Ion Advisors, LLC24,207$527K0.06%013F-HRTimeline
Signature Wealth Management Group23,908$520K0.2%+4,53713F-HRTimeline
Granite Harbor Advisors, Inc.21,992$479K0.25%+70213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC21,684$472K<0.01%+2713F-HRTimelineGroup
SHUFRO ROSE & CO LLC20,983$457K0.04%new13F-HRTimeline
Greenfield Savings Bank18,638$406K0.2%-21413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,535$404K<0.01%-18,39013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.18,289$398K0.02%+2,93913F-HRTimeline
Heartland Bank & Trust Co17,794$387K0.2%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC17,480$381K0.07%-1,35713F-HRTimeline
Jacobi Capital Management LLC17,090$372K0.03%+1313F-HRTimeline
Asset Dedication, LLC16,809$366K0.03%+2,35713F-HRTimeline
Strategic Blueprint, LLC15,901$346K0.02%new13F-HRTimeline
FULLCIRCLE WEALTH LLC15,672$343K0.14%new13F-HRTimeline
COWA, LLC15,725$342K0.15%-39,33513F-HRTimeline
Trinity Wealth Management, LLC15,361$334K0.15%+9113F-HRTimeline
Safeguard Financial, LLC15,092$329K0.07%+6213F-HRTimeline
Capital Investment Advisors, LLC14,343$312K0.01%+2,16613F-HRTimeline
REDW Wealth LLC14,251$310K0.12%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC14,181$309K0.01%+4,09813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp14,056$306K<0.01%new13F-HRTimelineGroup
Cambridge Financial Group, LLC13,890$302K0.13%013F-HRTimeline
Crews Bank & Trust13,700$298K0.05%-95013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.13,696$298K0.04%013F-HRTimeline
MML INVESTORS SERVICES, LLC13,564$295K<0.01%-45813F-HRTimeline
TABLEAUX LLC13,160$286K0.21%new13F-HRTimeline
DecisionMap Wealth Management, LLC12,918$281K0.21%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,746$272K0.01%013F-HRTimelineGroup
Resonant Capital Advisors, LLC12,079$263K0.02%-2,15613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …11,884$258K0.02%-40213F-HRTimeline
Jaffetilchin Investment Partners, LLC11,829$258K0.02%new13F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC11,744$256K0.2%+18713F-HRTimeline
Highland Financial Advisors, LLC11,698$255K0.09%013F-HRTimeline
Northstar Group, Inc.11,342$247K0.04%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.10,669$232K0.01%+9,51213F-HRTimeline
WASHINGTON TRUST Co10,562$230K0.01%-2,50013F-HRTimeline
Belpointe Asset Management LLC10,553$230K0.01%-1,02713F-HRTimeline
CFS Investment Advisory Services, LLC10,510$229K0.02%new13F-HRTimeline
Trust Co10,245$223K0.03%+2,35113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,125$220K<0.01%new13F-HR/ATimelineGroup
BCS Wealth Management9,991$218K0.06%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,975$217K<0.01%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC9,962$217K<0.01%+2213F-HRTimelineGroup
Midwest Professional Planners, LTD.9,842$214K0.07%new13F-HRTimeline
Guidance Point Advisors, LLC9,653$210K0.06%new13F-HRTimeline
Element Wealth, LLC9,569$208K0.11%013F-HRTimeline
KINTRA WEALTH, LLC9,500$207K0.14%new13F-HRTimeline
Allworth Financial LP9,181$200K<0.01%-29313F-HRTimeline
Steward Partners Investment Advisory, L…9,001$196K<0.01%-4,53513F-HRTimeline
Physician Wealth Advisors, Inc.7,164$156K0.03%+2,47013F-HRTimeline
BARRETT & COMPANY, INC.6,150$134K0.06%+1,45013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,787$126K<0.01%+2,58713F-HRTimelineGroup
Lowe Wealth Advisors, LLC5,447$119K0.05%new13F-HRTimeline
Spectrum Wealth Counsel, LLC5,266$115K0.01%013F-HRTimeline
PRIVATE TRUST CO NA5,151$112K0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC4,928$107K0.03%+53913F-HRTimeline
Hara Capital LLC4,832$105K0.07%new13F-HRTimeline
First PREMIER Bank3,612$79K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,595$78.3K<0.01%013F-HRTimelineGroup
2UniFi Bank3,388$73.6K0.05%+1,43213F-HRTimeline
Bogart Wealth, LLC3,204$69.8K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,126$46K<0.01%013F-HRTimelineGroup
TD Capital Management LLC2,007$43.7K<0.01%+1313F-HRTimeline
PSI Advisors, LLC2,000$43.5K0.01%013F-HRTimeline
COMERICA BANK1,810$39.4K<0.01%-1413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,698$37K<0.01%+1013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,078$23.5K<0.01%new13F-HRTimeline
AllSquare Wealth Management LLC930$20.2K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC564$12.3K<0.01%new13F-HRTimelineGroup
Costello Asset Management, INC459$9.99K<0.01%+313F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC286$6.23K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV152$3.31K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP136$2.96K<0.01%new13F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…64$1.39K<0.01%013F-HRTimelineGroup
Hemington Wealth Management39$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.