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Disclosery

IBTJ ISHARES TR

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IBONDS 29 TRM TS (fund)

200 managers (202 13F filers) reported a position in IBTJ shares at 2025-12-31, 40,555,328 shares in all. 32 filers opened a position and 11 filers sold out during the quarter.

Managers
200
13F filers
202
New
32
Added
113
Reduced
23
Sold out
11
Shares held by filers
40,555,328

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY3,400,107$74.6M<0.01%+3,029,82213F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,188,742$48M<0.01%+1,507,59713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,015,398$44.2M0.01%+525,07613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,965,283$43.1M0.07%+918,66613F-HRTimeline
TRUE Private Wealth Advisors1,934,809$42.5M4.25%-19,95013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,728,453$37.9M0.43%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,501,857$33M0.01%+531,27313F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,055,383$23.2M0.14%+250,24613F-HRTimelineGroup
Asset Advisors Investment Management, L…1,044,998$22.9M2.12%+789,07313F-HRTimeline
UBS Group AGin group UBS Group AG1,032,945$22.7M<0.01%+84,60913F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC1,000,620$22M1.85%+37,18213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP954,557$20.9M0.02%+51,46613F-HRTimelineGroup
ATWOOD & PALMER INC927,395$20.4M1.16%+22,52413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC891,589$19.6M0.03%+277,42413F-HRTimeline
Journey Advisory Group, LLC773,001$17M1.43%+27,48813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC751,654$16.5M0.18%+43,23013F-HRTimelineGroup
CWM, LLCin group CWM, LLC710,723$15.6M0.04%+651,58813F-HRTimelineGroup
Denver PWM, LLC690,448$15.1M5.05%013F-HRTimeline
MKT Advisors LLC597,803$13.1M4.48%+120,94213F-HRTimeline
LPL Financial LLC530,217$11.6M<0.01%+184,29913F-HRTimeline
Legacy Private Trust Co.524,366$11.5M0.68%+91,39213F-HRTimeline
Wealth Management Strategies, Inc.512,315$11.2M5.18%+39,38413F-HRTimeline
Krilogy Financial LLC497,099$10.9M0.37%+461,52513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.495,743$10.9M0.12%+463,71813F-HRTimelineGroup
Probity Advisors, Inc.437,386$9.6M1.54%+25,99313F-HRTimeline
EIGHT 31 FINANCIAL, LLC432,713$9.5M5.21%+20,99613F-HRTimeline
NewEdge Advisors, LLC426,212$9.35M0.03%+39,91213F-HRTimeline
Waycross Investment Management Co424,860$9.32M8.2%+4,11413F-HRTimeline
HM PAYSON & CO404,684$8.88M0.13%+397,76913F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC397,661$8.73M3.81%+24,86613F-HRTimeline
Robertson Stephens Wealth Management, L…348,128$7.64M0.22%+43,01313F-HRTimeline
D.A. DAVIDSON & CO.338,805$7.44M0.05%+21,69213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.302,447$6.64M0.01%+57,35413F-HRTimelineGroup
FAGAN ASSOCIATES, INC.296,288$6.5M0.87%+1,05613F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.293,902$6.45M2.53%+15,57013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.290,254$6.37M<0.01%+115,17513F-HRTimelineGroup
FORONJY FINANCIAL LLC289,347$6.35M2.65%+15,34213F-HRTimeline
CENTRAL TRUST Co256,067$5.62M0.11%-35,20613F-HRTimeline
REBALANCE, LLC255,822$5.61M0.33%+46,66313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC255,761$5.61M0.05%+77,87413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…230,042$5.05M<0.01%+29,41813F-HR/ATimelineGroup
Stockman Wealth Management, Inc.223,717$4.91M0.57%+16,74413F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC209,303$4.59M<0.01%+31,30613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA202,340$4.44M<0.01%-37,73213F-HRTimelineGroup
Belpointe Asset Management LLC188,555$4.14M0.15%+154,57413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.185,183$4.06M0.01%+68,85813F-HRTimelineGroup
BIP Wealth, LLC184,474$4.05M0.14%new13F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC180,532$3.96M0.06%-340,46813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC176,707$3.88M0.06%+13,88213F-HRTimeline
Financial Engines Advisors L.L.C.169,770$3.73M0.01%+63,06713F-HRTimeline
Baltimore-Washington Financial Advisors…168,262$3.69M0.15%new13F-HRTimeline
SIGNATUREFD, LLC160,520$3.52M0.05%013F-HRTimeline
Janney Montgomery Scott LLC159,603$3.5M0.01%+19,37113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC157,751$3.46M0.2%+14,76613F-HRTimeline
Integrated Wealth Concepts LLC155,120$3.4M0.04%+78,97713F-HRTimeline
Accretive Wealth Partners, LLC154,691$3.39M1.01%+3,98413F-HRTimeline
Asset Dedication, LLC151,272$3.32M0.22%+96,83613F-HRTimeline
Parallel Advisors, LLC142,229$3.12M0.06%+5,11513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.141,276$3.1M0.3%+3,87013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC140,163$3.08M0.12%+1,06813F-HRTimeline
Cetera Investment Advisers137,689$3.02M<0.01%-214,86813F-HRTimeline
BOSTON FAMILY OFFICE LLC126,211$2.77M0.18%+16,34513F-HRTimeline
Keeler Thomas Management LLC120,981$2.65M1.27%+1,68213F-HRTimeline
SCS Capital Management LLC115,838$2.54M0.03%+9,35713F-HRTimeline
Northstar Group, Inc.111,653$2.45M0.33%+90,71113F-HRTimeline
HighTower Advisors, LLC103,166$2.26M<0.01%+35,45113F-HRTimeline
Hughes Financial Services, LLC98,070$2.15M0.34%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS95,323$2.09M<0.01%+59413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.93,054$2.04M0.08%+27,67813F-HRTimeline
Apella Capital, LLC92,766$2.04M0.04%+19,64613F-HRTimeline
Sanctuary Advisors, LLC92,763$2.04M0.01%+9,90513F-HRTimeline
Atria Investments, Inc86,517$1.9M0.02%+62113F-HRTimeline
FF Advisors,LLC82,188$1.8M0.8%+3,04213F-HRTimeline
Valmark Advisers, Inc.76,189$1.67M0.02%+25,86513F-HRTimeline
IFP Advisors, Inc75,170$1.65M0.04%+11,32313F-HRTimeline
Allworth Financial LP73,586$1.61M0.01%+13,66713F-HRTimeline
Leo Wealth, LLC68,339$1.5M0.11%+1,25613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp66,748$1.46M0.04%+2,92913F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC66,333$1.46M0.12%-4,87913F-HRTimeline
Foundry Financial Group, Inc.62,950$1.38M0.69%+20,69913F-HRTimeline
Montecito Bank & Trust56,979$1.25M0.2%+3,46513F-HRTimeline
Reliant Wealth Planning55,875$1.23M0.38%+11,55113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding54,938$1.21M+10,010Timeline
Financial Advisory Corp46,929$1.03M0.15%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…46,157$1.01M<0.01%new13F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC45,624$1M0.52%+12,14113F-HRTimeline
Chris Bulman Inc43,267$949K0.42%new13F-HRTimeline
Snowden Capital Advisors LLC43,003$944K0.02%+70813F-HRTimeline
Atlantic Private Wealth, LLC42,770$939K0.6%+37113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC42,034$922K<0.01%new13F-HR/ATimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…40,135$881K0.02%-13713F-HRTimelineGroup
Compass Ion Advisors, LLC38,076$836K0.08%+5713F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE36,800$808K0.07%+18,40013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC35,603$781K0.1%new13F-HRTimeline
Summit Wealth Partners, LLC33,813$766K0.14%new13F-HRTimeline
Mendota Financial Group, LLC31,316$687K0.5%+37913F-HRTimeline
Capital Investment Advisors, LLC31,236$685K0.01%+14,25813F-HRTimeline
Midwest Professional Planners, LTD.30,859$677K0.16%+9,26213F-HRTimeline
EVEXIA WEALTH LLC30,290$665K0.19%-8,22013F-HRTimeline
Cambridge Investment Research Advisors,…30,156$662K<0.01%+6,07613F-HRTimeline
STAR Financial Bank28,705$630K0.32%-61613F-HRTimeline
Straight Path Wealth Management28,253$620K0.17%new13F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…27,578$605K0.5%+3,42513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC26,950$591K<0.01%+7,15313F-HRTimelineGroup
L2 Asset Management, LLC26,502$582K0.08%+2,90613F-HRTimeline
Granite Harbor Advisors, Inc.26,342$578K0.24%+1,88613F-HRTimeline
DUNCKER STREETT & CO INC26,310$577K0.1%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,388$557K<0.01%new13F-HRTimelineGroup
Old Port Advisors24,981$548K0.14%-1,49013F-HRTimeline
HARBOUR INVESTMENTS, INC.24,608$540K0.01%+4,71313F-HRTimeline
SHUFRO ROSE & CO LLC24,596$540K0.04%+4,21713F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…24,135$530K0.03%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC22,851$501K<0.01%-807,06213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC22,216$488K<0.01%+64313F-HRTimelineGroup
Daybright Advisory Services, Inc.21,251$466K0.12%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/20,816$457K<0.01%+17,09613F-HRTimelineGroup
Austin Private Wealth, LLC20,526$450K0.03%-86713F-HRTimeline
MML INVESTORS SERVICES, LLC19,880$436K<0.01%+1,51713F-HRTimeline
Jacobi Capital Management LLC19,606$430K0.02%+1,29313F-HRTimeline
Heartland Bank & Trust Co19,589$430K0.18%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth19,548$429K<0.01%+1,52513F-HRTimelineGroup
Walleye Partners, LLC18,955$416K0.46%13F-HRTimeline
Independent Advisor Alliance18,087$397K0.01%new13F-HRTimeline
Merit Financial Group, LLC18,009$395K<0.01%+2,07113F-HRTimeline
Great Diamond Partners, LLC17,161$377K0.07%+3,14513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC17,042$374K0.06%-48613F-HRTimeline
Madrid Wealth Management, LLC16,901$371K0.3%13F-HRTimeline
OneDigital Investment Advisors LLC16,651$365K<0.01%new13F-HRTimeline
Signature Wealth Management Group16,651$365K0.15%013F-HRTimeline
TABLEAUX LLC16,363$359K0.25%-3,74713F-HR/ATimeline
Prime Capital Investment Advisors, LLC16,278$357K<0.01%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC15,925$349K0.03%013F-HRTimeline
DecisionMap Wealth Management, LLC15,827$347K0.21%+18813F-HRTimeline
COWA, LLC15,725$345K0.11%013F-HRTimeline
Trinity Wealth Management, LLC15,668$344K0.13%013F-HRTimeline
BARRETT & COMPANY, INC.15,473$340K0.11%+4,81313F-HRTimeline
Cyr Financial Inc.15,459$339K0.21%-2,39113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC14,471$318K<0.01%013F-HRTimeline
Opus Capital Group, LLC13,900$305K0.03%+1,40013F-HRTimeline
CGN Advisors LLC13,739$302K0.02%new13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.13,696$301K0.03%013F-HRTimeline
Cambridge Financial Group, LLC14,011$299K0.1%+12113F-HRTimeline
Crews Bank & Trust13,590$298K0.04%-2,40013F-HRTimeline
MLP3, LLC13,240$291K0.32%13F-HRTimeline
Global Retirement Partners, LLC13,057$287K0.01%+7,30113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…13,052$286K0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,947$284K<0.01%+20113F-HRTimelineGroup
Advisory Services Network, LLC12,928$284K<0.01%+11,83613F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC12,879$283K0.04%+13113F-HRTimeline
Alamar Capital Management, LLC12,700$279K0.15%new13F-HRTimeline
CFS Investment Advisory Services, LLC12,404$272K0.02%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC12,212$268K0.02%+14813F-HRTimeline
Resonant Capital Advisors, LLC12,079$265K0.01%013F-HRTimeline
Element Wealth, LLC11,910$261K0.11%+3413F-HRTimeline
Conrad Siegel Investment Advisors, Inc.11,754$258K0.05%new13F-HRTimeline
Highland Financial Advisors, LLC11,698$257K0.07%013F-HRTimeline
RFP Financial Group LLC11,684$256K0.12%-12,69713F-HRTimeline
O'Brien Wealth Partners LLC11,541$253K0.03%new13F-HRTimeline
Guidance Point Advisors, LLC11,307$248K0.06%-52613F-HRTimeline
Trust Co10,243$225K0.02%+113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,129$222K<0.01%+5913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC10,036$220K<0.01%013F-HRTimelineGroup
Black Maple Capital Management LP10,000$219K0.16%013F-HRTimeline
Foundations Investment Advisors, LLC9,512$209K<0.01%new13F-HRTimeline
KINTRA WEALTH, LLC9,500$208K0.03%013F-HRTimeline
Beacon Pointe Advisors, LLC9,459$208K<0.01%new13F-HRTimeline
Old Mission Investment Co LLC9,422$207K0.05%new13F-HRTimeline
WASHINGTON TRUST Co9,362$205K0.01%013F-HRTimeline
Autumn Glory Partners, LLC9,233$203K0.07%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp9,155$201K<0.01%-42213F-HRTimelineGroup
Towne Trust Company, N.A8,436$185K0.06%+7,73613F-HRTimeline
Physician Wealth Advisors, Inc.7,164$157K0.02%013F-HRTimeline
Cherry Tree Wealth Management, LLC6,291$138K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…5,222$115K<0.01%-3,21113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,119$112K<0.01%013F-HRTimelineGroup
Hara Capital LLC4,832$106K0.06%013F-HRTimeline
Pinnacle Bancorp, Inc.4,594$101K0.03%013F-HRTimeline
MAI Capital Management4,369$95.9K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,095$89.9K<0.01%013F-HRTimelineGroup
CNB Bank3,619$79.4K0.03%-14,81213F-HRTimeline
First PREMIER Bank3,590$79K0.02%+2413F-HRTimeline
Bogart Wealth, LLC3,204$70.3K<0.01%013F-HRTimeline
2UniFi Bank2,835$62.2K0.03%013F-HRTimeline
High Note Wealth, LLC2,790$61.2K0.01%new13F-HRTimeline
COMERICA BANK2,738$60.1K<0.01%-31013F-HRTimeline
Hyposwiss Advisors SA2,280$50K0.05%13F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,209$48.5K<0.01%new13F-HRTimeline
TD Capital Management LLC2,072$45.5K<0.01%+2613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,753$38.5K<0.01%+2113F-HRTimelineGroup
MCF Advisors LLC1,334$29.3K<0.01%+2313F-HRTimeline
Clayton Financial Group LLC1,043$22.9K0.01%new13F-HRTimeline
Robbins Farley912$20K0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.808$18K0.01%+1013F-HRTimeline
FMR LLCin group FMR LLC444$9.74K<0.01%013F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC388$8.52K0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.327$7.18K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC287$6.3K<0.01%new13F-HRTimeline
Key Capital Management, INC106$2.33K<0.01%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…64$1.4K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1$22<0.01%-913F-HRTimelineGroup