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Disclosery

IBTK ISHARES TR

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IBOND DEC 2030 (fund)

113 managers (114 13F filers) reported a position in IBTK shares at 2024-12-31, 12,792,492 shares in all. 21 filers opened a position and 7 filers sold out during the quarter.

Managers
113
13F filers
114
New
21
Added
54
Reduced
14
Sold out
7
Shares held by filers
12,792,492

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,503,236$48M0.01%+514,06913F-HRTimelineGroup
ATWOOD & PALMER INC1,078,973$20.7M1.42%+59,23713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,046,593$20.1M<0.01%+380,83913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC553,501$10.6M<0.01%+15,00913F-HRTimelineGroup
Waycross Investment Management Co546,893$10.5M11.05%+5,20613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC505,551$9.7M<0.01%13F-HR/ATimelineGroup
Legacy Private Trust Co.424,208$8.14M0.53%+53,84113F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC399,627$7.67M0.11%+6,16413F-HRTimeline
Probity Advisors, Inc.390,458$7.49M1.44%+83,57713F-HRTimeline
Krilogy Financial LLC341,765$6.56M0.44%+15,87813F-HRTimeline
UBS Group AGin group UBS Group AG275,521$5.29M<0.01%-19,91413F-HRTimelineGroup
Trust Co275,105$5.28M0.61%+5,42613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA273,008$5.24M<0.01%+19,13313F-HRTimelineGroup
D.A. DAVIDSON & CO.271,767$5.22M0.04%+29,68413F-HRTimeline
LPL Financial LLC217,225$4.17M<0.01%+63,79213F-HRTimeline
Cetera Investment Advisers204,565$3.93M0.01%+5,98413F-HRTimeline
Stockman Wealth Management, Inc.177,745$3.41M0.53%+21,20613F-HRTimeline
CENTRAL TRUST Co150,528$2.89M0.07%+19,19113F-HRTimeline
HighTower Advisors, LLC136,936$2.63M<0.01%+26,23513F-HRTimeline
Accretive Wealth Partners, LLC123,280$2.37M1%+1,49613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…121,819$2.34M<0.01%new13F-HR/ATimeline
Janney Montgomery Scott LLC120,607$2.31M0.01%+2,55713F-HRTimeline
IFP Advisors, Inc119,375$2.29M0.08%-2,08613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC117,817$2.26M<0.01%-8,43813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC113,840$2.19M<0.01%+11,52413F-HRTimeline
COUNTRY CLUB BANK108,917$2.09M0.14%+2,59113F-HRTimeline
Atlantic Private Wealth, LLC104,928$2.01M1.52%-43413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC103,082$1.98M0.12%+22,86413F-HRTimeline
STAR Financial Bank91,347$1.75M1.26%+4,90213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding87,393$1.68M+15,616Timeline
Smartleaf Asset Management LLC85,440$1.64M0.17%+77213F-HRTimeline
Private Advisor Group, LLC83,897$1.61M0.01%+59813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…75,770$1.45M<0.01%+64,75513F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC74,821$1.44M0.1%+2,62913F-HRTimeline
FF Advisors,LLC73,722$1.43M0.98%-7,78713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY73,344$1.41M<0.01%+5,33413F-HR/ATimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC72,885$1.4M0.01%+19,70513F-HRTimelineGroup
Mechanics Bank Trust Department59,750$1.15M0.15%+8,00013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC59,644$1.14M<0.01%013F-HRTimelineGroup
Snowden Capital Advisors LLC54,284$1.04M0.03%+7,30713F-HRTimeline
FLOW TRADERS U.S. LLC47,813$918K0.04%+34,20113F-HRTimeline
Financial Engines Advisors L.L.C.44,573$855K<0.01%+21,34213F-HRTimeline
EVEXIA WEALTH LLC43,975$847K0.29%new13F-HRTimeline
Valmark Advisers, Inc.41,549$797K0.01%new13F-HRTimeline
NewEdge Advisors, LLC41,299$793K<0.01%-6,53913F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp40,547$778K0.02%+3,11013F-HRTimelineGroup
Yoder Wealth Management, Inc.39,052$750K0.41%+2,50013F-HRTimeline
Integrated Wealth Concepts LLC38,473$738K0.01%+11,93913F-HRTimeline
MV CAPITAL MANAGEMENT, INC.38,176$733K0.08%+12,70613F-HRTimeline
CHATHAM CAPITAL GROUP, INC.35,635$684K0.11%+1,63513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV34,004$653K<0.01%+5,66013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding33,904$651K+1,070Timeline
HOWLAND CAPITAL MANAGEMENT LLC32,925$632K0.03%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,425$622K<0.01%-20713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,792$591K<0.01%-1,93113F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…29,418$565K<0.01%+6,96013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC29,391$564K<0.01%+5,59513F-HRTimelineGroup
Compass Ion Advisors, LLC26,997$518K0.06%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth26,715$513K<0.01%+29613F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS25,380$487K<0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC23,884$458K<0.01%+2,27313F-HRTimelineGroup
AllSquare Wealth Management LLC20,459$393K0.23%+11,53213F-HRTimeline
Richmond Investment Services, LLC19,482$374K0.21%13F-HRTimeline
Apella Capital, LLC18,477$355K0.01%new13F-HRTimeline
Jacobi Capital Management LLC18,070$347K0.03%+4,55813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC17,705$340K0.01%+3,50113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.17,681$339K<0.01%+32313F-HRTimelineGroup
Mendota Financial Group, LLC17,375$333K0.22%-5,98513F-HRTimeline
Exchange Capital Management, Inc.15,280$293K0.05%new13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.14,350$275K0.03%013F-HRTimeline
DecisionMap Wealth Management, LLC14,194$272K0.22%13F-HRTimeline
CGN Advisors LLC13,489$259K0.03%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…12,439$239K<0.01%new13F-HRTimelineGroup
Guidance Point Advisors, LLC12,348$237K0.07%013F-HRTimeline
Reliant Wealth Planning12,160$233K0.11%new13F-HRTimeline
Waterloo Capital, L.P.11,900$228K0.02%-3,32913F-HRTimeline
TFR Capital, LLC.11,761$226K0.11%13F-HRTimeline
WASHINGTON TRUST Co11,625$223K0.01%013F-HRTimeline
SIGNATUREFD, LLC11,481$220K<0.01%new13F-HRTimeline
BCS Wealth Management11,167$214K0.05%013F-HRTimeline
COMERICA BANK10,884$209K<0.01%-1613F-HR/ATimeline
COLDSTREAM CAPITAL MANAGEMENT INC10,187$196K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC9,085$174K<0.01%+1113F-HRTimelineGroup
Physician Wealth Advisors, Inc.5,210$100K0.02%new13F-HRTimeline
Community Bank, N.A.4,700$90.2K0.01%013F-HRTimeline
Bogart Wealth, LLC3,560$68.3K<0.01%+1,43213F-HRTimeline
Spectrum Wealth Counsel, LLC2,542$48.8K0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,445$46.9K0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC2,431$46.7K0.01%+1513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,354$45K<0.01%013F-HRTimelineGroup
TD Capital Management LLC2,184$41.9K<0.01%+2813F-HRTimeline
2UniFi Bank2,162$41.5K0.03%13F-HRTimeline
Holos Integrated Wealth LLC2,078$39.9K0.03%13F-HRTimeline
Parallel Advisors, LLC1,844$35.4K<0.01%-1,22213F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,623$31.2K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,279$24.5K<0.01%new13F-HRTimeline
Element Wealth, LLC1,250$24K0.01%013F-HRTimeline
Crews Bank & Trust1,200$23K<0.01%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,095$21K<0.01%new13F-HRTimelineGroup
Allworth Financial LP1,053$20.2K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…938$18K<0.01%new13F-HRTimeline
First PREMIER Bank902$17K<0.01%+27513F-HRTimeline
Venturi Wealth Management, LLC852$16.4K<0.01%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC834$16K0.01%+1013F-HRTimeline
Farther Finance Advisors, LLC651$12.5K<0.01%-1,84013F-HRTimeline
Parkside Financial Bank & Trust519$9.96K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.400$7.68K<0.01%013F-HRTimeline
Asset Dedication, LLC366$7.03K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV196$3.76K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…71$1.36K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.43$8380.08%-45,00013F-HRTimeline
WHITTIER TRUST CO16$307<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1$19<0.01%new13F-HRTimelineGroup