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Disclosery

IBTJ ISHARES TR

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IBONDS 29 TRM TS (fund)

215 managers (217 13F filers) reported a position in IBTJ shares at 2026-03-31, 49,081,856 shares in all. 23 filers opened a position and 5 filers sold out during the quarter.

Managers
215
13F filers
217
New
23
Added
119
Reduced
38
Sold out
5
Shares held by filers
49,081,856

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY3,383,735$73.9M<0.01%-16,37213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,457,909$53.7M<0.01%+269,16713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,336,938$51M0.08%+371,65513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,290,527$50M0.01%+275,12913F-HR/ATimelineGroup
TRUE Private Wealth Advisors1,822,278$39.8M3.79%-112,53113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,748,132$38.2M0.44%+19,67913F-HRTimelineGroup
Financial Advisory Corp1,571,571$34.3M4.77%+1,524,64213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,571,533$34.3M0.01%+69,67613F-HRTimelineGroup
Asset Advisors Investment Management, L…1,238,117$27M2.58%+193,11913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,222,479$26.7M0.01%+1,199,62813F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,197,930$26.1M0.16%+142,54713F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC1,040,554$22.7M1.99%+39,93413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC994,258$21.7M0.01%+784,95513F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP987,258$21.6M0.02%+32,70113F-HRTimelineGroup
ATWOOD & PALMER INC944,974$20.6M1.16%+17,57913F-HRTimeline
UBS Group AGin group UBS Group AG915,521$20M<0.01%-117,42413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC835,319$18.2M0.03%-56,27013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC803,097$17.5M0.17%+51,44313F-HRTimelineGroup
Journey Advisory Group, LLC797,733$17.4M1.49%+24,73213F-HRTimeline
HM PAYSON & CO771,542$16.9M0.24%+366,85813F-HRTimeline
CWM, LLCin group CWM, LLC756,665$16.5M0.04%+45,94213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.691,063$15.1M<0.01%+400,80913F-HRTimelineGroup
Denver PWM, LLC672,520$14.6M5.02%-17,92813F-HRTimeline
LPL Financial LLC616,659$13.5M<0.01%+86,44213F-HRTimeline
MKT Advisors LLC612,479$13.3M4.47%+14,67613F-HRTimeline
Wealth Management Strategies, Inc.542,615$11.9M5.36%+30,30013F-HRTimeline
Legacy Private Trust Co.537,250$11.7M0.73%+12,88413F-HRTimeline
Krilogy Financial LLC521,117$11.4M0.37%+24,01813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.517,913$11.3M0.13%+22,17013F-HRTimelineGroup
Probity Advisors, Inc.485,542$10.6M1.68%+48,15613F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC466,897$10.2M4.49%+69,23613F-HRTimeline
NewEdge Advisors, LLC454,037$9.92M0.04%+27,82513F-HR/ATimeline
Heartwood Wealth Advisors LLC438,998$9.59M0.84%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC436,570$9.54M0.07%+180,80913F-HRTimelineGroup
Waycross Investment Management Co435,914$9.52M9.09%+11,05413F-HRTimeline
EIGHT 31 FINANCIAL, LLC424,929$9.28M5.61%-7,78413F-HRTimeline
PFG Private Wealth Management, LLC393,879$9.24M3.92%new13F-HRTimeline
Robertson Stephens Wealth Management, L…361,685$7.9M0.22%+13,55713F-HRTimeline
D.A. DAVIDSON & CO.359,420$7.85M0.05%+20,61513F-HRTimeline
Integrated Wealth Concepts LLC343,944$7.51M0.06%+188,82413F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.323,272$7.06M3.33%+29,37013F-HRTimeline
FORONJY FINANCIAL LLC296,824$6.48M2.7%+7,47713F-HRTimeline
FAGAN ASSOCIATES, INC.292,849$6.4M0.89%-3,43913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.288,490$6.3M0.01%-13,95713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…275,211$6.01M<0.01%+45,16913F-HRTimelineGroup
CENTRAL TRUST Co262,196$5.73M0.11%+6,12913F-HRTimeline
Janney Montgomery Scott LLC254,141$5.55M0.01%+94,53813F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV236,137$5.49M1.44%new13F-HRTimeline
Stockman Wealth Management, Inc.247,906$5.42M0.6%+24,18913F-HRTimeline
REBALANCE, LLC246,692$5.39M0.31%-9,13013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC243,010$5.31M0.08%+66,30313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.232,796$5.08M0.01%+47,61313F-HRTimelineGroup
Baltimore-Washington Financial Advisors…222,819$4.87M0.21%+54,55713F-HRTimeline
Asset Dedication, LLC218,511$4.77M0.33%+67,23913F-HRTimeline
Belpointe Asset Management LLC210,479$4.6M0.17%+21,92413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA186,641$4.08M<0.01%-15,69913F-HRTimelineGroup
Financial Engines Advisors L.L.C.184,732$4.04M0.01%+14,96213F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC183,271$4M0.06%+2,73913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC175,555$3.83M0.23%+17,80413F-HRTimeline
SIGNATUREFD, LLC166,673$3.64M0.06%+6,15313F-HRTimeline
BIP Wealth, LLC165,256$3.61M0.15%-19,21813F-HRTimeline
Accretive Wealth Partners, LLC165,158$3.61M1.02%+10,46713F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC152,336$3.33M0.13%+12,17313F-HRTimeline
Parallel Advisors, LLC149,253$3.26M0.06%+7,02413F-HR/ATimeline
BOSTON FAMILY OFFICE LLC148,083$3.23M0.22%+21,87213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.142,758$3.12M0.31%+1,48213F-HRTimeline
Cypress Point Wealth Management, LLC119,718$3.03M0.65%new13F-HRTimeline
Northstar Group, Inc.135,853$2.97M0.42%+24,20013F-HRTimeline
SCS Capital Management LLC134,190$2.93M0.03%+18,35213F-HRTimeline
KINTRA WEALTH, LLC126,510$2.93M0.21%+117,01013F-HRTimeline
Independent Advisor Alliance133,209$2.91M0.03%+115,12213F-HRTimeline
Cetera Investment Advisers131,322$2.87M<0.01%-6,36713F-HRTimeline
HighTower Advisors, LLC122,536$2.68M<0.01%+19,37013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.119,301$2.61M0.11%+26,24713F-HRTimeline
Apella Capital, LLC102,761$2.25M0.03%+9,99513F-HRTimeline
Hughes Financial Services, LLC99,549$2.17M0.33%+1,47913F-HRTimeline
Sanctuary Advisors, LLC96,618$2.11M0.01%+3,85513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS91,293$1.99M<0.01%-4,03013F-HRTimeline
Atria Investments, Inc88,505$1.93M0.02%+1,98813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC85,513$1.87M0.14%+19,18013F-HRTimeline
Cambridge Investment Research Advisors,…85,313$1.86M<0.01%+55,15713F-HRTimeline
Leo Wealth, LLC82,436$1.8M0.13%+14,09713F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT80,283$1.76M2.24%13F-HRTimeline
Allworth Financial LP75,979$1.66M0.01%+2,39313F-HRTimeline
Valmark Advisers, Inc.74,769$1.63M0.02%-1,42013F-HRTimeline
IFP Advisors, Inc71,631$1.56M0.03%-3,53913F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp68,749$1.5M0.04%+2,00113F-HRTimelineGroup
Reliant Wealth Planning60,419$1.32M0.4%+4,54413F-HRTimeline
Foundry Financial Group, Inc.59,167$1.29M0.64%-3,78313F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC58,657$1.28M0.62%+13,03313F-HRTimeline
Midwest Professional Planners, LTD.57,797$1.26M0.3%+26,93813F-HRTimeline
Montecito Bank & Trust56,297$1.23M0.2%-68213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding55,355$1.21M+417Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…48,653$1.06M<0.01%+2,49613F-HRTimelineGroup
FF Advisors,LLC47,308$1.03M0.42%-34,88013F-HRTimeline
Granite Harbor Advisors, Inc.43,727$955K0.42%+17,38513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC43,460$949K<0.01%+21,24413F-HRTimelineGroup
Snowden Capital Advisors LLC43,022$940K0.02%+1913F-HRTimeline
Atlantic Private Wealth, LLC42,447$927K0.61%-32313F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…41,851$914K0.02%+1,71613F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC40,717$889K0.11%+5,11413F-HRTimeline
Keeler Thomas Management LLC39,180$856K0.36%-81,80113F-HRTimeline
Chris Bulman Inc38,828$848K0.37%-4,43913F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…38,484$841K0.04%+14,34913F-HRTimeline
Compass Ion Advisors, LLC38,091$832K0.08%+1513F-HRTimeline
DUNCKER STREETT & CO INC37,384$817K0.16%+11,07413F-HRTimeline
EVEXIA WEALTH LLC35,453$773K0.21%+5,16313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…34,032$743K0.02%new13F-HRTimelineGroup
Capital Investment Advisors, LLC33,230$726K0.01%+1,99413F-HR/ATimeline
Mendota Financial Group, LLC31,506$688K0.51%+19013F-HRTimeline
L2 Asset Management, LLC31,304$684K0.07%+4,80213F-HRTimeline
Straight Path Wealth Management29,655$648K0.17%+1,40213F-HRTimeline
HARBOUR INVESTMENTS, INC.29,079$635K0.01%+4,47113F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…27,441$599K0.49%-13713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC26,950$589K<0.01%013F-HRTimelineGroup
KOM Wealth Management Group, LLC26,602$581K0.4%new13F-HRTimeline
Great Diamond Partners, LLC25,906$566K0.11%+8,74513F-HRTimeline
TABLEAUX LLC25,639$560K0.27%+9,27613F-HRTimeline
SHUFRO ROSE & CO LLC25,044$547K0.04%+44813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/24,134$527K<0.01%+3,31813F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC24,058$525K0.09%+7,01613F-HRTimeline
Old Port Advisors22,968$502K0.12%-2,01313F-HRTimeline
Daybright Advisory Services, Inc.21,381$467K0.13%+13013F-HRTimeline
Jacobi Capital Management LLC19,864$434K0.02%+25813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,857$434K<0.01%-22,17713F-HRTimelineGroup
Heartland Bank & Trust Co19,589$428K0.1%013F-HRTimeline
Walleye Partners, LLC19,070$417K0.51%+11513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,748$410K<0.01%-6,64013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC18,708$409K<0.01%-1,17213F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE18,400$402K0.06%-18,40013F-HRTimeline
Merit Financial Group, LLC18,072$395K<0.01%+6313F-HRTimeline
STAR Financial Bank17,723$387K0.18%-10,98213F-HRTimeline
Black Maple Capital Management LP17,500$382K0.29%+7,50013F-HRTimeline
Summit Wealth Partners, LLC17,333$379K0.06%-16,48013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC17,193$376K<0.01%new13F-HRTimeline
CGN Advisors LLC17,146$375K0.03%+3,40713F-HRTimeline
Beacon Pointe Advisors, LLC16,909$369K<0.01%+7,45013F-HRTimeline
Madrid Wealth Management, LLC16,901$369K0.28%013F-HR/ATimeline
Prime Capital Investment Advisors, LLC16,879$369K<0.01%+60113F-HRTimeline
OneDigital Investment Advisors LLC16,651$364K<0.01%013F-HRTimeline
Signature Wealth Management Group16,651$364K0.14%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth16,059$351K<0.01%-3,48913F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC15,925$348K0.03%013F-HRTimeline
DecisionMap Wealth Management, LLC15,827$346K0.22%013F-HRTimeline
COWA, LLC15,725$343K0.09%013F-HRTimeline
Trinity Wealth Management, LLC15,668$342K0.13%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC14,726$322K0.02%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC14,471$316K<0.01%013F-HRTimeline
Element Wealth, LLC14,384$314K0.13%+2,47413F-HRTimeline
Cyr Financial Inc.14,094$308K0.18%-1,36513F-HRTimeline
Cambridge Financial Group, LLC14,011$306K0.1%013F-HRTimeline
Opus Capital Group, LLC13,900$304K0.03%013F-HRTimeline
Atwater Malick LLC13,853$303K0.08%new13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.13,696$299K0.03%013F-HRTimeline
Summit Trail Advisors, LLC12,800$298K<0.01%new13F-HRTimeline
Crews Bank & Trust13,590$297K0.04%013F-HRTimeline
MLP3, LLC13,261$290K0.32%+2113F-HRTimeline
Old Mission Investment Co LLC13,082$286K0.07%+3,66013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…13,055$285K0.01%+313F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,040$285K<0.01%+9313F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC12,945$283K0.04%+6613F-HRTimeline
Koss-Olinger Consulting, LLC12,841$280K0.02%new13F-HRTimeline
Advisory Services Network, LLC12,736$278K<0.01%-19213F-HRTimeline
Alamar Capital Management, LLC12,700$277K0.17%013F-HRTimeline
CFS Investment Advisory Services, LLC12,389$271K0.02%-1513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,410$271K<0.01%new13F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC12,286$268K0.02%+7413F-HRTimeline
Madden Advisory Services, Inc.12,277$268K0.11%new13F-HRTimeline
Resonant Capital Advisors, LLC12,079$264K0.01%013F-HRTimeline
Conrad Siegel Investment Advisors, Inc.11,958$261K0.05%+20413F-HRTimeline
Guidance Point Advisors, LLC11,858$259K0.06%+55113F-HRTimeline
Highland Financial Advisors, LLC11,698$256K0.07%013F-HRTimeline
BARRETT & COMPANY, INC.10,960$239K0.08%-4,51313F-HRTimeline
Trust Co10,272$224K0.02%+2913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,159$222K<0.01%+3013F-HRTimelineGroup
BEACON FINANCIAL PLANNING, INC9,569$209K0.08%new13F-HRTimeline
Foundations Investment Advisors, LLC9,560$209K<0.01%+4813F-HRTimeline
Penobscot Investment Management Company…9,500$208K0.02%new13F-HRTimeline
WASHINGTON TRUST Co9,362$204K0.01%013F-HRTimeline
Autumn Glory Partners, LLC9,233$202K0.07%013F-HRTimeline
Towne Trust Company, N.A8,436$184K0.06%013F-HRTimeline
Physician Wealth Advisors, Inc.7,164$156K0.02%013F-HRTimeline
Cherry Tree Wealth Management, LLC6,291$137K0.03%013F-HRTimeline
High Note Wealth, LLC5,744$125K0.02%+2,95413F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co5,392$118K0.01%new13F-HRTimelineGroup
Pinnacle Bancorp, Inc.5,277$115K0.03%+68313F-HRTimeline
Steward Partners Investment Advisory, L…5,230$114K<0.01%+813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,119$112K<0.01%013F-HRTimelineGroup
Hara Capital LLC4,832$106K0.05%013F-HRTimeline
Farther Finance Advisors, LLC4,570$99.4K<0.01%new13F-HRTimeline
MAI Capital Management4,369$95.4K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,095$89.4K<0.01%013F-HRTimelineGroup
CNB Bank3,603$78.7K0.03%-1613F-HRTimeline
First PREMIER Bank3,590$78K0.02%013F-HRTimeline
Bogart Wealth, LLC3,204$70K<0.01%013F-HRTimeline
2UniFi Bank2,835$61.9K0.03%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,738$59.8K<0.01%new13F-HRTimelineGroup
Hyposwiss Advisors SA2,280$49.8K0.05%013F-HRTimeline
TD Capital Management LLC2,084$45.5K<0.01%+1213F-HRTimeline
Basepoint Wealth LLC2,002$43.7K0.03%new13F-HRTimeline