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Disclosery

IBTJ ISHARES TR

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IBONDS 29 TRM TS (fund)

163 managers (164 13F filers) reported a position in IBTJ shares at 2025-06-30, 25,107,813 shares in all. 12 filers opened a position and 13 filers sold out during the quarter.

Managers
163
13F filers
164
New
12
Added
89
Reduced
39
Sold out
13
Shares held by filers
25,107,813

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
TRUE Private Wealth Advisors1,940,071$42.5M4.78%+431,58313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,504,363$33M0.01%+64,87213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,020,133$22.4M0.01%+165,26113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC971,487$21.3M0.01%+279,74713F-HRTimelineGroup
UBS Group AGin group UBS Group AG922,187$20.2M<0.01%+136,27013F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC921,543$20.2M1.84%+174,92613F-HRTimeline
ATWOOD & PALMER INC903,240$19.8M1.24%-235,23913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP821,677$18M0.02%+18,67213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/724,237$15.9M<0.01%-34,42413F-HRTimelineGroup
Journey Advisory Group, LLC716,790$15.7M1.22%+11,83413F-HRTimeline
Denver PWM, LLC690,448$15.1M4.72%+61,36713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC664,024$14.6M0.19%+4,80713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC648,479$14.2M0.02%+10,60913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV599,379$13.1M0.03%+169,41013F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC531,810$11.7M0.16%-3,02613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…486,420$10.7M0.09%+203,47713F-HRTimelineGroup
MKT Advisors LLC461,822$10.1M3.99%+16,93213F-HRTimeline
Waycross Investment Management Co454,990$9.97M10.37%+90913F-HRTimeline
Legacy Private Trust Co.413,863$9.07M0.59%+15,12813F-HRTimeline
Probity Advisors, Inc.393,741$8.63M1.52%+17,90613F-HRTimeline
Wealth Management Strategies, Inc.369,443$8.1M4.35%+72,15013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY365,909$8.02M<0.01%+15,89213F-HRTimelineGroup
EIGHT 31 FINANCIAL, LLC353,686$7.75M5.12%-23,37513F-HRTimeline
Cetera Investment Advisers348,460$7.64M0.01%+14,64113F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC347,632$7.62M3.84%+13,28413F-HRTimeline
LPL Financial LLC337,280$7.39M<0.01%+39,52413F-HRTimeline
D.A. DAVIDSON & CO.299,485$6.56M0.05%+3,91913F-HRTimeline
Robertson Stephens Wealth Management, L…297,293$6.52M0.23%+28,85313F-HRTimeline
FAGAN ASSOCIATES, INC.289,131$6.34M0.98%+13713F-HRTimeline
CENTRAL TRUST Co286,001$6.27M0.14%+24,25313F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.274,835$6.02M2.49%+15,58113F-HRTimeline
FORONJY FINANCIAL LLC241,795$5.3M2.48%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA212,635$4.66M<0.01%-26,04313F-HR/ATimelineGroup
Stockman Wealth Management, Inc.199,449$4.37M0.59%+11,27713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.193,562$4.24M<0.01%+30,95213F-HRTimelineGroup
REBALANCE, LLC178,285$3.91M0.27%+119,22613F-HRTimeline
Whalen Wealth Management Inc.167,517$3.67M2.3%-20,06313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC166,053$3.64M0.06%+39,19013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC153,220$3.36M0.03%+16,22613F-HRTimelineGroup
Accretive Wealth Partners, LLC147,476$3.23M1.06%+6,79113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…144,344$3.16M<0.01%+7,10113F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC138,377$3.03M0.12%+6,31113F-HRTimeline
SIGNATUREFD, LLC135,487$2.97M0.05%+47,75513F-HRTimeline
Janney Montgomery Scott LLC125,767$2.76M0.01%+22,44313F-HRTimeline
Parallel Advisors, LLC125,708$2.76M0.06%+13,55713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.120,955$2.65M0.27%+16,84713F-HRTimeline
IFP Advisors, Inc120,719$2.65M0.08%-6,68613F-HRTimeline
Keeler Thomas Management LLC117,474$2.58M1.11%+27,02613F-HRTimeline
STAR Financial Bank109,777$2.41M1.53%+8,47613F-HRTimeline
BOSTON FAMILY OFFICE LLC107,789$2.36M0.16%+24,91613F-HRTimeline
SCS Capital Management LLC106,282$2.33M0.03%+19813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.103,277$2.26M<0.01%+60,56913F-HRTimelineGroup
Financial Engines Advisors L.L.C.96,728$2.12M<0.01%+6,15013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS94,055$2.06M<0.01%+22,73513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC92,604$2.03M<0.01%new13F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC87,619$1.92M0.13%-4,94613F-HRTimeline
FF Advisors,LLC71,669$1.57M0.82%+3,00813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC71,302$1.56M0.16%-1,00913F-HRTimeline
Integrated Wealth Concepts LLC69,201$1.52M0.02%+19313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.65,014$1.43M<0.01%-16,57313F-HR/ATimelineGroup
Associated Banc-Corpin group Associated Banc-Corp62,076$1.36M0.04%+7,03313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC61,747$1.35M<0.01%+5,47013F-HRTimelineGroup
Allworth Financial LP59,919$1.31M0.01%+50,73813F-HRTimeline
Leo Wealth, LLC59,611$1.31M0.1%+76613F-HRTimeline
Atria Investments, Inc51,317$1.12M0.01%-25,95113F-HRTimeline
Apella Capital, LLC49,822$1.08M0.03%+11,24913F-HRTimeline
Sanctuary Advisors, LLC49,346$1.08M0.01%+5,90913F-HRTimeline
Valmark Advisers, Inc.47,497$1.04M0.01%+6,50713F-HRTimeline
NewEdge Advisors, LLC47,486$1.04M0.01%-117,69713F-HRTimeline
Krilogy Financial LLC46,115$1.01M0.06%-1,31813F-HRTimeline
HighTower Advisors, LLC45,690$1M<0.01%-1,97413F-HRTimeline
Reliant Wealth Planning44,324$972K0.38%+4,63913F-HRTimeline
Atlantic Private Wealth, LLC44,256$970K0.65%-30,61913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…40,960$898K0.03%+1,28913F-HRTimelineGroup
CWM, LLCin group CWM, LLC39,592$868K<0.01%+6,59913F-HRTimelineGroup
Snowden Capital Advisors LLC39,100$857K0.03%013F-HRTimeline
Compass Ion Advisors, LLC37,974$832K0.09%+13,76713F-HRTimeline
Strategic Blueprint, LLC37,654$825K0.04%+21,75313F-HRTimeline
EVEXIA WEALTH LLC36,612$797K0.25%-24,50413F-HRTimeline
Old Port Advisors35,530$779K0.21%-12,91313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.35,522$779K0.03%+17,23313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.31,992$701K0.01%-1,00713F-HRTimelineGroup
Belpointe Asset Management LLC31,849$698K0.03%+21,29613F-HRTimeline
RFP Financial Group LLC30,110$660K0.27%-25,91213F-HRTimeline
Foundry Financial Group, Inc.30,020$658K0.37%-6,47813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding29,340$643K-2,408Timeline
DUNCKER STREETT & CO INC27,921$612K0.11%013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…24,153$529K0.6%-55513F-HRTimeline
Austin Private Wealth, LLC24,015$526K0.04%-61813F-HRTimeline
Cambridge Investment Research Advisors,…23,085$506K<0.01%-1,42913F-HRTimeline
Granite Harbor Advisors, Inc.22,866$501K0.24%+87413F-HRTimeline
Signature Wealth Management Group22,790$500K0.2%-1,11813F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC22,275$488K0.33%+10,53113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC21,573$473K<0.01%-11113F-HRTimelineGroup
SHUFRO ROSE & CO LLC20,911$455K0.04%-7213F-HRTimeline
Asset Dedication, LLC20,430$448K0.03%+3,62113F-HRTimeline
Greenfield Savings Bank19,106$419K0.19%+46813F-HRTimeline
TABLEAUX LLC18,661$409K0.23%+5,50113F-HR/ATimeline
MML INVESTORS SERVICES, LLC18,415$404K<0.01%+4,85113F-HRTimeline
Heartland Bank & Trust Co18,350$402K0.19%+55613F-HRTimeline
Jacobi Capital Management LLC18,200$399K0.03%+1,11013F-HRTimeline
HARBOUR INVESTMENTS, INC.18,156$398K0.01%+7,48713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth17,847$391K<0.01%new13F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC17,504$384K0.07%+2413F-HRTimeline
Capital Investment Advisors, LLC16,966$372K0.01%+2,62313F-HR/ATimeline
TRANSCEND CAPITAL ADVISORS, LLC15,925$349K0.03%-31,00013F-HRTimeline
Midwest Professional Planners, LTD.15,864$348K0.09%+6,02213F-HRTimeline
COWA, LLC15,725$345K0.13%013F-HRTimeline
Trinity Wealth Management, LLC15,668$343K0.14%+30713F-HRTimeline
FULLCIRCLE WEALTH LLC15,672$343K0.13%013F-HRTimeline
DecisionMap Wealth Management, LLC15,639$343K0.24%+2,72113F-HRTimeline
Merit Financial Group, LLC15,184$333K<0.01%new13F-HRTimeline
Cyr Financial Inc.15,095$331K0.26%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC14,181$311K0.01%013F-HRTimeline
Crews Bank & Trust14,160$310K0.05%+46013F-HRTimeline
Cambridge Financial Group, LLC13,890$304K0.11%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.13,696$300K0.04%013F-HRTimeline
Summit Wealth Partners, LLC12,080$282K0.05%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,746$279K0.01%013F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC12,644$277K0.04%new13F-HRTimeline
Resonant Capital Advisors, LLC12,079$265K0.02%013F-HRTimeline
Jaffetilchin Investment Partners, LLC11,946$262K0.02%+11713F-HRTimeline
Element Wealth, LLC11,876$260K0.12%+2,30713F-HRTimeline
Highland Financial Advisors, LLC11,698$256K0.08%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …11,396$250K0.02%-48813F-HR/ATimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,898$239K<0.01%-3,15813F-HRTimelineGroup
HAMEL ASSOCIATES, INC.10,846$238K0.08%new13F-HRTimeline
Precision Wealth Strategies, LLC10,546$231K0.08%new13F-HRTimeline
Trust Co10,242$225K0.03%-313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,023$220K<0.01%+4813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC9,999$219K<0.01%+3713F-HRTimelineGroup
Northstar Group, Inc.9,720$213K0.03%-1,62213F-HRTimeline
Guidance Point Advisors, LLC9,670$212K0.05%+1713F-HRTimeline
Steward Partners Investment Advisory, L…9,518$209K<0.01%+51713F-HRTimeline
KINTRA WEALTH, LLC9,500$208K0.13%013F-HRTimeline
WASHINGTON TRUST Co9,362$205K0.01%-1,20013F-HRTimeline
CFS Investment Advisory Services, LLC9,241$203K0.02%-1,26913F-HRTimeline
BARRETT & COMPANY, INC.8,235$181K0.07%+2,08513F-HRTimeline
Physician Wealth Advisors, Inc.7,164$157K0.02%013F-HRTimeline
HM PAYSON & CO6,915$152K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC6,017$132K0.03%+1,08913F-HRTimeline
Hara Capital LLC4,832$106K0.07%013F-HRTimeline
Lowe Wealth Advisors, LLC4,369$95.8K0.04%-1,07813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,095$89.8K<0.01%+50013F-HRTimelineGroup
First PREMIER Bank3,566$78K0.02%-4613F-HRTimeline
2UniFi Bank3,388$74.3K0.04%013F-HRTimeline
Bogart Wealth, LLC3,204$70.2K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,934$64.3K<0.01%-2,85313F-HRTimelineGroup
Global Retirement Partners, LLC2,289$50.2K<0.01%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,126$47K<0.01%013F-HRTimelineGroup
TD Capital Management LLC2,026$44.4K<0.01%+1913F-HRTimeline
COMERICA BANK1,797$39.4K<0.01%-1313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,715$37.6K<0.01%+1713F-HRTimelineGroup
AllSquare Wealth Management LLC930$20.4K0.01%013F-HRTimeline
Towne Trust Company, N.A700$15.3K0.01%new13F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/663$14.5K<0.01%new13F-HR/ATimelineGroup
Costello Asset Management, INC463$10.2K<0.01%+413F-HRTimeline
FMR LLCin group FMR LLC431$9.44K<0.01%-13313F-HRTimelineGroup
LOGAN CAPITAL MANAGEMENT INC286$6.27K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV152$3.33K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…64$1.4K<0.01%013F-HRTimelineGroup
Hemington Wealth Management39$00%013F-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.