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Disclosery

IBTJ ISHARES TR

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IBONDS 29 TRM TS (fund)

176 managers (178 13F filers) reported a position in IBTJ shares at 2025-09-30, 27,659,680 shares in all. 21 filers opened a position and 7 filers sold out during the quarter.

Managers
176
13F filers
178
New
21
Added
100
Reduced
27
Sold out
7
Shares held by filers
27,659,680

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 Advisors1,954,759$42.9M4.38%+14,68813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,490,322$32.7M0.01%-14,04113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,046,617$23M0.04%+447,23813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC970,584$21.3M0.01%-49,54913F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC963,438$21.2M1.81%+41,89513F-HRTimeline
UBS Group AGin group UBS Group AG948,336$20.8M<0.01%+26,14913F-HRTimelineGroup
ATWOOD & PALMER INC904,871$19.9M1.17%+1,63113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP903,091$19.8M0.02%+81,41413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC829,913$18.2M0.01%-141,57413F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…805,137$17.7M0.13%+318,71713F-HRTimelineGroup
Journey Advisory Group, LLC745,513$16.4M1.21%+28,72313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC708,424$15.6M0.18%+44,40013F-HRTimelineGroup
Denver PWM, LLC690,448$15.1M4.72%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/681,145$15M<0.01%-43,09213F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC614,165$13.5M0.02%-34,31413F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC521,000$11.4M0.16%-10,81013F-HRTimeline
MKT Advisors LLC476,861$10.5M3.89%+15,03913F-HRTimeline
Wealth Management Strategies, Inc.472,931$10.4M5.14%+103,48813F-HRTimeline
Legacy Private Trust Co.432,974$9.51M0.57%+19,11113F-HRTimeline
Waycross Investment Management Co420,746$9.24M9.42%-34,24413F-HRTimeline
EIGHT 31 FINANCIAL, LLC411,717$9.04M5.1%+58,03113F-HRTimeline
Probity Advisors, Inc.411,393$9.03M1.46%+17,65213F-HRTimeline
NewEdge Advisors, LLC386,300$8.48M0.04%+338,81413F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC372,795$8.18M3.81%+25,16313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY370,285$8.13M<0.01%+4,37613F-HR/ATimelineGroup
Cetera Investment Advisers352,557$7.74M0.01%+4,09713F-HRTimeline
LPL Financial LLC345,918$7.59M<0.01%+8,63813F-HRTimeline
D.A. DAVIDSON & CO.317,113$6.96M0.04%+17,62813F-HRTimeline
Robertson Stephens Wealth Management, L…305,115$6.7M0.2%+7,82213F-HRTimeline
FAGAN ASSOCIATES, INC.295,232$6.48M0.89%+6,10113F-HRTimeline
CENTRAL TRUST Co291,273$6.39M0.13%+5,27213F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.278,332$6.11M2.44%+3,49713F-HRTimeline
FORONJY FINANCIAL LLC274,005$6.02M2.64%+32,21013F-HRTimeline
Asset Advisors Investment Management, L…255,925$5.62M0.53%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.245,093$5.39M0.01%+180,07913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA240,072$5.27M<0.01%+27,43713F-HRTimelineGroup
REBALANCE, LLC209,159$4.59M0.28%+30,87413F-HRTimeline
Stockman Wealth Management, Inc.206,973$4.54M0.56%+7,52413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…200,624$4.4M<0.01%+56,28013F-HRTimelineGroup
Strategic Blueprint, LLC186,646$4.1M0.18%+148,99213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC177,887$3.91M0.03%+24,66713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC177,997$3.89M<0.01%+116,25013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.175,079$3.84M<0.01%-18,48313F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC162,825$3.57M0.06%-3,22813F-HRTimeline
SIGNATUREFD, LLC160,520$3.52M0.06%+25,03313F-HRTimeline
Accretive Wealth Partners, LLC150,707$3.31M1.01%+3,23113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC142,985$3.14M0.19%+55,36613F-HRTimeline
Janney Montgomery Scott LLC140,232$3.08M0.01%+14,46513F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC139,095$3.05M0.12%+71813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.137,406$3.02M0.29%+16,45113F-HRTimeline
Parallel Advisors, LLC137,114$3.01M0.06%+11,40613F-HRTimeline
Keeler Thomas Management LLC119,299$2.62M1.07%+1,82513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.116,325$2.55M<0.01%+13,04813F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC109,866$2.41M0.15%+2,07713F-HRTimeline
Financial Engines Advisors L.L.C.106,703$2.34M<0.01%+9,97513F-HRTimeline
SCS Capital Management LLC106,481$2.34M0.03%+19913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC102,588$2.25M<0.01%+9,98413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS94,729$2.08M<0.01%+67413F-HRTimeline
Atria Investments, Inc85,896$1.89M0.02%+34,57913F-HRTimeline
Sanctuary Advisors, LLC82,858$1.82M0.01%+33,51213F-HR/ATimeline
FF Advisors,LLC79,146$1.74M0.83%+7,47713F-HRTimeline
Integrated Wealth Concepts LLC76,143$1.67M0.01%+6,94213F-HRTimeline
Apella Capital, LLC73,120$1.61M0.04%+23,29813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC71,212$1.56M0.14%-9013F-HRTimeline
HighTower Advisors, LLC67,715$1.49M<0.01%+22,02513F-HRTimeline
Leo Wealth, LLC67,083$1.47M0.19%+7,47213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.65,376$1.44M0.06%+29,85413F-HRTimeline
IFP Advisors, Inc63,847$1.4M0.04%-56,87213F-HR/ATimeline
Associated Banc-Corpin group Associated Banc-Corp63,819$1.4M0.04%+1,74313F-HRTimelineGroup
Allworth Financial LP59,919$1.32M0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC59,135$1.3M<0.01%+19,54313F-HRTimelineGroup
Asset Dedication, LLC54,436$1.2M0.08%+34,00613F-HRTimeline
Montecito Bank & Trust53,514$1.17M0.18%13F-HRTimeline
Valmark Advisers, Inc.50,324$1.1M0.01%+2,82713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding44,928$986K+15,588Timeline
Reliant Wealth Planning44,324$973K0.32%013F-HRTimeline
Atlantic Private Wealth, LLC42,399$931K0.6%-1,85713F-HRTimeline
Snowden Capital Advisors LLC42,295$929K0.03%+3,19513F-HRTimeline
Foundry Financial Group, Inc.42,251$928K0.49%+12,23113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…40,272$884K0.02%-68813F-HRTimelineGroup
EVEXIA WEALTH LLC38,510$847K0.25%+1,89813F-HRTimeline
Compass Ion Advisors, LLC38,019$835K0.08%+4513F-HRTimeline
&PARTNERS35,716$784K0.01%new13F-HRTimeline
Krilogy Financial LLC35,574$779K0.03%-10,54113F-HRTimeline
Belpointe Asset Management LLC33,981$746K0.03%+2,13213F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC33,483$735K0.41%+11,20813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.32,025$703K0.01%+3313F-HRTimelineGroup
Mendota Financial Group, LLC30,937$679K0.51%new13F-HRTimeline
STAR Financial Bank29,321$644K0.38%-80,45613F-HRTimeline
Old Port Advisors26,471$581K0.15%-9,05913F-HRTimeline
DUNCKER STREETT & CO INC26,310$578K0.1%-1,61113F-HRTimeline
Granite Harbor Advisors, Inc.24,456$537K0.23%+1,59013F-HRTimeline
RFP Financial Group LLC24,381$536K0.22%-5,72913F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…24,153$530K0.52%013F-HRTimeline
Cambridge Investment Research Advisors,…24,080$529K<0.01%+99513F-HRTimeline
L2 Asset Management, LLC23,596$518K0.07%new13F-HRTimeline
Midwest Professional Planners, LTD.21,597$474K0.12%+5,73313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC21,573$474K<0.01%013F-HRTimelineGroup
Austin Private Wealth, LLC21,393$470K0.04%-2,62213F-HRTimeline
Northstar Group, Inc.20,942$460K0.07%+11,22213F-HRTimeline
SHUFRO ROSE & CO LLC20,379$444K0.04%-53213F-HRTimeline
TABLEAUX LLC20,110$442K0.18%+1,44913F-HRTimeline
HARBOUR INVESTMENTS, INC.19,895$437K0.01%+1,73913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC19,797$435K<0.01%new13F-HRTimelineGroup
Heartland Bank & Trust Co19,589$430K0.18%+1,23913F-HRTimeline
Greenfield Savings Bank19,335$424K0.18%+22913F-HRTimeline
CNB Bank18,431$405K0.17%new13F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE18,400$404K0.06%new13F-HRTimeline
MML INVESTORS SERVICES, LLC18,363$403K<0.01%-5213F-HRTimeline
Jacobi Capital Management LLC18,313$402K0.02%+11313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth18,023$396K<0.01%+17613F-HRTimelineGroup
Cyr Financial Inc.17,850$392K0.27%+2,75513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC17,528$385K0.06%+2413F-HRTimeline
Capital Investment Advisors, LLC16,978$373K0.01%+1213F-HRTimeline
Signature Wealth Management Group16,651$366K0.14%-6,13913F-HRTimeline
Forefront Wealth Partners, LLC16,162$355K0.09%new13F-HRTimeline
Crews Bank & Trust15,990$351K0.05%+1,83013F-HRTimeline
Merit Financial Group, LLC15,938$350K<0.01%+75413F-HR/ATimeline
TRANSCEND CAPITAL ADVISORS, LLC15,925$350K0.02%013F-HRTimeline
COWA, LLC15,725$345K0.11%013F-HRTimeline
Trinity Wealth Management, LLC15,668$344K0.13%013F-HRTimeline
FULLCIRCLE WEALTH LLC15,672$344K0.12%013F-HRTimeline
DecisionMap Wealth Management, LLC15,639$343K0.22%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC14,471$318K<0.01%+29013F-HRTimeline
Great Diamond Partners, LLC14,016$308K0.06%new13F-HRTimeline
Cambridge Financial Group, LLC13,890$305K0.1%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.13,696$301K0.03%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC12,748$280K0.04%+10413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,746$280K<0.01%013F-HRTimelineGroup
Opus Capital Group, LLC12,500$274K0.03%new13F-HRTimeline
Resonant Capital Advisors, LLC12,079$265K0.02%013F-HRTimeline
Jaffetilchin Investment Partners, LLC12,064$265K0.02%+11813F-HRTimeline
Element Wealth, LLC11,876$261K0.11%013F-HRTimeline
Guidance Point Advisors, LLC11,833$260K0.06%+2,16313F-HRTimeline
Highland Financial Advisors, LLC11,698$257K0.07%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …11,502$253K0.01%+10613F-HRTimeline
HAMEL ASSOCIATES, INC.11,309$248K0.08%+46313F-HRTimeline
BARRETT & COMPANY, INC.10,660$234K0.08%+2,42513F-HRTimeline
Trust Co10,242$225K0.02%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,070$221K<0.01%+4713F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC10,036$220K<0.01%+3713F-HRTimelineGroup
Black Maple Capital Management LP10,000$220K0.16%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp9,577$210K<0.01%-1,32113F-HRTimelineGroup
KINTRA WEALTH, LLC9,500$209K0.12%013F-HRTimeline
WASHINGTON TRUST Co9,362$206K0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,305$204K<0.01%new13F-HRTimelineGroup
Autumn Glory Partners, LLC9,233$203K0.08%new13F-HRTimeline
Steward Partners Investment Advisory, L…8,433$185K<0.01%-1,08513F-HRTimeline
Physician Wealth Advisors, Inc.7,164$157K0.02%013F-HRTimeline
HM PAYSON & CO6,915$152K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC6,291$138K0.03%+27413F-HRTimeline
Global Retirement Partners, LLC5,756$126K<0.01%+3,46713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,119$112K<0.01%new13F-HRTimelineGroup
Hara Capital LLC4,832$106K0.06%013F-HRTimeline
Pinnacle Bancorp, Inc.4,594$101K0.03%new13F-HRTimeline
Lowe Wealth Advisors, LLC4,369$95.9K0.04%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,095$89.9K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,720$81.7K<0.01%+3,05713F-HRTimelineGroup
First PREMIER Bank3,566$78K0.02%013F-HRTimeline
AllSquare Wealth Management LLC3,495$76.7K0.04%+2,56513F-HRTimeline
Bogart Wealth, LLC3,204$70.3K<0.01%013F-HRTimeline
COMERICA BANK3,048$66.9K<0.01%+1,25113F-HRTimeline
2UniFi Bank2,835$62.2K0.03%-55313F-HRTimeline
TD Capital Management LLC2,046$44.9K<0.01%+2013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,732$38K<0.01%+1713F-HRTimelineGroup
MCF Advisors LLC1,311$28.8K<0.01%new13F-HRTimeline
Advisory Services Network, LLC1,092$24K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.798$18K0.01%new13F-HRTimeline
Towne Trust Company, N.A700$15.4K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC469$10.3K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC444$9.75K<0.01%+1313F-HRTimelineGroup
LOGAN CAPITAL MANAGEMENT INC312$6.85K<0.01%+2613F-HRTimeline
GPS Wealth Strategies Group, LLC283$6.21K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…64$1.41K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10$220<0.01%-2,92413F-HR/ATimelineGroup
Hemington Wealth Management39$00%013F-HRTimelineValue filed as zero, left out of ratios.