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Disclosery

IBTK ISHARES TR

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IBOND DEC 2030 (fund)

171 managers (172 13F filers) reported a position in IBTK shares at 2026-06-30, 37,278,698 shares in all. 20 filers opened a position and 14 filers sold out during the quarter.

Managers
171
13F filers
172
New
20
Added
97
Reduced
28
Sold out
14
Shares held by filers
37,278,698

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,148,800$61.5M0.01%-582,93013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,861,909$55.9M0.07%+209,77213F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,030,426$39.7M<0.01%+196,77213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,383,189$27M0.01%+120,16413F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC1,373,804$26.8M1.81%+143,74413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,352,130$26.4M<0.01%+588,61613F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,341,750$26.2M0.14%+105,44413F-HRTimelineGroup
HM PAYSON & CO1,203,728$23.5M0.31%+500,97413F-HRTimeline
MML INVESTORS SERVICES, LLC1,058,574$20.7M0.04%+350,75213F-HRTimeline
D.A. DAVIDSON & CO.1,010,033$19.7M0.11%+87,33013F-HRTimeline
Journey Advisory Group, LLC902,785$17.6M1.35%+51,37213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC709,148$13.9M<0.01%+21,72213F-HRTimelineGroup
MKT Advisors LLC712,012$13.8M4.3%+39,67113F-HRTimeline
Wealth Management Strategies, Inc.686,872$13.4M5.24%+20,98713F-HRTimeline
Denver PWM, LLC684,939$13.3M4.35%-9,57913F-HRTimeline
UBS Group AGin group UBS Group AG665,373$13M<0.01%-27,19313F-HRTimelineGroup
Probity Advisors, Inc.601,267$11.7M1.68%+52,50313F-HRTimeline
Legacy Private Trust Co.577,483$11.3M0.63%+31,95413F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC554,476$10.8M4.29%+39,37513F-HRTimeline
NewEdge Advisors, LLC540,886$10.6M0.03%+40,75313F-HRTimeline
BAILARD, INC.536,041$10.5M0.21%-3,36013F-HRTimeline
Waycross Investment Management Co531,033$10.4M7.9%+9,93313F-HRTimeline
EIGHT 31 FINANCIAL, LLC517,756$10.1M6.02%+14,68413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA496,614$9.7M<0.01%-4,00413F-HRTimelineGroup
Krilogy Financial LLC495,545$9.68M0.29%+33,46713F-HRTimeline
Heartwood Wealth Advisors LLC493,754$9.65M0.75%+8,02413F-HRTimeline
Trust Co490,577$9.59M0.86%+4,74513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY483,015$9.44M<0.01%-115,17213F-HRTimelineGroup
Arax Advisory Partners459,994$8.99M0.06%new13F-HRTimeline
Snowden Capital Advisors LLC454,129$8.87M0.21%+4,94913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC426,449$8.33M<0.01%-385,44413F-HRTimelineGroup
LPL Financial LLC396,135$7.74M<0.01%+4,04013F-HRTimeline
Cetera Investment Advisers356,942$6.97M0.01%+38,30513F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC322,898$6.31M0.1%-30,73613F-HRTimeline
REBALANCE, LLC297,499$5.81M0.3%+34,07813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.284,901$5.57M0.01%+29,43413F-HRTimelineGroup
Stockman Wealth Management, Inc.276,786$5.41M0.56%+10,80113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC272,855$5.33M0.01%+21,63013F-HRTimeline
CENTRAL TRUST Co265,398$5.19M0.09%+9,74013F-HRTimeline
Asset Dedication, LLC253,041$4.94M0.31%+23,42113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC234,846$4.59M0.06%+16,45013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC230,021$4.49M0.22%+25,30213F-HRTimeline
Accretive Wealth Partners, LLC211,769$4.14M1.01%+40,74113F-HRTimeline
CHATHAM CAPITAL GROUP, INC.198,375$3.88M0.5%+12,38013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC197,806$3.87M0.14%+22,19013F-HRTimeline
Parallel Advisors, LLC196,725$3.84M0.06%+14,76013F-HRTimeline
Janney Montgomery Scott LLC196,484$3.84M0.01%+8,04113F-HRTimeline
Integrated Wealth Concepts LLC190,234$3.72M0.02%+89,81213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…169,590$3.31M<0.01%+31,72113F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC164,416$3.21M0.2%+21,94913F-HRTimeline
HighTower Advisors, LLC159,424$3.12M<0.01%+3,45313F-HRTimeline
Sanctuary Advisors, LLC157,609$3.08M0.01%+30,52513F-HRTimeline
Atria Investments, Inc125,385$2.45M0.02%+3,92213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC122,597$2.4M0.01%+3,11113F-HRTimelineGroup
Hughes Financial Services, LLC110,044$2.15M0.28%-1813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP109,107$2.13M<0.01%+13,02213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.105,280$2.06M<0.01%+50,90313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding104,504$2.04M-8,706Timeline
SIGNATUREFD, LLC103,347$2.02M0.03%+20,46813F-HRTimeline
Financial Engines Advisors L.L.C.96,566$1.89M<0.01%-4,21413F-HRTimeline
Mechanics Bank Trust Department90,500$1.77M0.22%-2,50013F-HRTimeline
Valmark Advisers, Inc.88,892$1.74M0.02%+28,89113F-HRTimeline
ATWOOD & PALMER INC87,410$1.71M0.09%-2,88513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC86,097$1.68M<0.01%-48,79513F-HRTimelineGroup
IFP Advisors, Inc79,797$1.56M0.03%+3,98713F-HRTimeline
Belpointe Asset Management LLC78,858$1.54M0.05%-1,22413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.69,841$1.36M0.05%+18,44713F-HRTimeline
Allworth Financial LP68,452$1.34M0.01%+6,13113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp62,571$1.22M0.03%+3,17313F-HRTimelineGroup
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA60,633$1.19M0.03%-3,67813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…60,004$1.17M<0.01%+21,72013F-HRTimeline
Apella Capital, LLC59,715$1.16M0.02%+16,30113F-HRTimeline
Old Port Advisors57,705$1.13M0.22%-4,12813F-HRTimeline
SCS Capital Management LLC57,517$1.12M0.01%013F-HRTimeline
Yoder Wealth Management, Inc.49,002$957K0.37%+25013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.43,300$846K0.07%013F-HR/ATimeline
JIM SAULNIER & ASSOCIATES, LLC42,531$831K0.33%+3,32813F-HRTimeline
Reliant Wealth Planning41,998$821K0.23%013F-HRTimeline
DUNCKER STREETT & CO INC41,789$817K0.14%+39313F-HRTimeline
Montecito Bank & Trust41,179$805K0.12%+6,07013F-HRTimeline
Foundry Financial Group, Inc.40,117$784K0.34%+2,80613F-HRTimeline
Community Financial Services Group, LLC36,747$715K0.1%new13F-HRTimeline
TABLEAUX LLC35,237$689K0.29%-68813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…34,881$682K0.01%-1,40813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC34,509$674K<0.01%-77813F-HRTimelineGroup
BIP Wealth, LLC33,580$656K0.02%-2,78313F-HRTimeline
Keeler Thomas Management LLC32,663$638K0.23%-8,85113F-HRTimeline
Atlantic Private Wealth, LLC30,827$602K0.37%-2,22913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC29,283$572K<0.01%+6,00013F-HRTimelineGroup
Heartland Bank & Trust Co29,280$572K0.12%+6,67713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth29,078$568K<0.01%-12,37813F-HRTimelineGroup
Cambridge Investment Research Advisors,…27,850$544K<0.01%+7,10013F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS27,347$534K<0.01%+1,33513F-HRTimeline
Compass Ion Advisors, LLC26,997$528K0.05%013F-HRTimeline
Modern Wealth Management, LLC26,874$525K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,783$504K<0.01%+10,25413F-HRTimelineGroup
Creative Planningin group Creative Planning25,772$504K<0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.25,622$501K<0.01%+39813F-HRTimelineGroup
Midwest Professional Planners, LTD.25,562$499K0.1%+14,66213F-HRTimeline
HARBOUR INVESTMENTS, INC.25,095$490K0.01%+23613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC24,792$484K<0.01%+2,50013F-HRTimelineGroup
Granite Harbor Advisors, Inc.24,765$484K0.19%-16,50513F-HRTimeline
Daybright Advisory Services, Inc.23,949$464K0.11%+29913F-HRTimeline
Capital Investment Advisors, LLC23,231$454K0.01%+1213F-HRTimeline
DecisionMap Wealth Management, LLC22,488$439K0.25%+4,98613F-HRTimeline
Great Diamond Partners, LLC22,031$430K0.07%+7,07013F-HRTimeline
CGN Advisors LLC21,407$418K0.03%+7213F-HRTimeline
XY Planning Network, Inc.21,407$418K0.05%new13F-HRTimeline
Jacobi Capital Management LLC21,284$416K0.02%+13113F-HRTimeline
Guidance Point Advisors, LLC20,529$401K0.08%+1,86713F-HRTimeline
Trinity Wealth Management, LLC17,732$346K0.11%+18113F-HRTimeline
Northstar Group, Inc.17,267$337K0.04%new13F-HRTimeline
Single Point Partners, LLC16,943$331K0.06%new13F-HRTimeline
Visionary Wealth Advisors16,572$324K0.01%+4,52113F-HRTimeline
Passive Capital Management, LLC.15,941$316K0.1%013F-HRTimeline
Financial Advisory Corp15,590$305K0.04%+4,14113F-HRTimeline
KOM Wealth Management Group, LLC15,558$304K0.18%new13F-HRTimeline
Opus Capital Group, LLC15,330$300K0.03%new13F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE15,000$293K0.04%013F-HRTimeline
Vestmark Advisory Solutions, Inc.14,894$291K<0.01%new13F-HRTimeline
Element Wealth, LLC14,558$284K0.11%+18213F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC14,349$283K0.04%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,407$282K<0.01%+1213F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.14,350$280K0.03%013F-HRTimeline
BARRETT & COMPANY, INC.14,170$277K0.08%+5,06413F-HRTimeline
Physician Wealth Advisors, Inc.13,890$271K0.03%+5,95513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…13,842$270K0.01%+413F-HRTimelineGroup
SPRENG CAPITAL MANAGEMENT, INC.13,758$269K0.1%new13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC13,734$268K0.03%+8513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC13,578$265K<0.01%-1,16113F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC13,471$263K0.04%013F-HRTimeline
HANOVER ADVISORS INC11,686$228K0.08%+54113F-HRTimeline
Straight Path Wealth Management11,659$228K0.05%+1,63413F-HRTimeline
Hyposwiss Advisors SA11,215$219K0.21%013F-HRTimeline
World Investment Advisors10,886$215K<0.01%-56713F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC10,090$197K0.01%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,037$196K<0.01%new13F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp9,202$180K<0.01%+86813F-HRTimelineGroup
Crews Bank & Trust8,975$175K0.02%013F-HRTimeline
MATHER GROUP, LLC.8,348$163K<0.01%new13F-HRTimeline
United Community Bankin group United Community Bank8,005$156K0.05%-50513F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,190$140K<0.01%+1,50013F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co6,118$120K0.01%+10613F-HRTimelineGroup
Key Financial Inc5,540$108K0.02%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,326$104K<0.01%+34213F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC5,063$98.9K0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS4,292$83.9K0.01%new13F-HRTimeline
CNB Bank4,190$81.9K0.03%+19813F-HRTimeline
Bogart Wealth, LLC3,560$69.6K<0.01%013F-HRTimeline
JPL Wealth Management, LLC3,384$66.1K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,360$65.7K<0.01%013F-HRTimelineGroup
NBH Bank3,134$61.2K0.03%13F-HRTimeline
MCF Advisors LLC2,616$51.1K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,567$50.2K<0.01%-13413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,556$49.9K<0.01%+64513F-HRTimelineGroup
TD Capital Management LLC2,304$45K<0.01%+2213F-HRTimeline
Clearstead Trust, LLC2,136$41.7K0.01%013F-HRTimeline
High Note Wealth, LLC1,508$29.5K0.01%013F-HRTimeline
Longview Financial Advisors LLC1,148$22.4K0.01%new13F-HRTimeline
Robbins Farley1,007$19.7K0.01%013F-HRTimeline
Pflug Koory, LLC911$17.8K0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC880$17.2K0.01%+813F-HRTimeline
First PREMIER Bank849$17K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.756$14.8K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC430$8.4K0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC404$7.89K<0.01%013F-HRTimelineGroup
LOGAN CAPITAL MANAGEMENT INC345$6.74K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC126$2.46K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…71$1.39K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC36$703<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1$20<0.01%013F-HRTimeline