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Disclosery

IBTK ISHARES TR

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IBOND DEC 2030 (fund)

124 managers (125 13F filers) reported a position in IBTK shares at 2025-03-31, 16,017,388 shares in all. 20 filers opened a position and 9 filers sold out during the quarter.

Managers
124
13F filers
125
New
20
Added
72
Reduced
14
Sold out
9
Shares held by filers
16,017,388

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,624,017$51.6M0.01%+120,78113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,192,039$23.4M<0.01%+145,44613F-HRTimelineGroup
ATWOOD & PALMER INC1,128,891$22.2M1.54%+49,91813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC627,031$12.3M<0.01%+73,53013F-HRTimelineGroup
Waycross Investment Management Co542,747$10.7M12.03%-4,14613F-HRTimeline
Legacy Private Trust Co.511,963$10.1M0.69%+87,75513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC497,616$9.78M<0.01%-7,93513F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC430,498$8.46M0.98%new13F-HRTimeline
Snowden Capital Advisors LLC428,455$8.42M0.27%+374,17113F-HRTimeline
Probity Advisors, Inc.416,258$8.18M1.57%+25,80013F-HRTimeline
Trust Co410,322$8.07M0.96%+135,21713F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC395,464$7.77M0.11%-4,16313F-HRTimeline
Krilogy Financial LLC372,842$7.33M0.47%+31,07713F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC367,727$7.23M4.14%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA325,202$6.39M<0.01%+52,19413F-HR/ATimelineGroup
D.A. DAVIDSON & CO.302,482$5.95M0.05%+30,71513F-HRTimeline
UBS Group AGin group UBS Group AG279,993$5.5M<0.01%+4,47213F-HRTimelineGroup
LPL Financial LLC245,008$4.82M<0.01%+27,78313F-HRTimeline
Cetera Investment Advisers242,554$4.77M0.01%+37,98913F-HRTimeline
CENTRAL TRUST Co234,274$4.61M0.11%+83,74613F-HRTimeline
Stockman Wealth Management, Inc.195,354$3.84M0.57%+17,60913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…174,864$3.44M0.01%+53,04513F-HRTimeline
Accretive Wealth Partners, LLC155,973$3.07M1.08%+32,69313F-HRTimeline
HighTower Advisors, LLC142,803$2.81M<0.01%+5,86713F-HRTimeline
Janney Montgomery Scott LLC133,595$2.63M0.01%+12,98813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC132,393$2.6M0.16%+29,31113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC132,203$2.6M<0.01%+18,36313F-HRTimeline
IFP Advisors, Inc129,286$2.54M0.08%+9,91113F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC124,700$2.45M0.11%+91,77513F-HRTimeline
Parallel Advisors, LLC124,435$2.45M0.06%+122,59113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC111,582$2.19M<0.01%-6,23513F-HRTimelineGroup
EIGHT 31 FINANCIAL, LLC109,108$2.15M1.37%new13F-HRTimeline
COUNTRY CLUB BANK107,628$2.11M0.14%-1,28913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding98,058$1.93M+10,665Timeline
STAR Financial Bank96,449$1.9M1.39%+5,10213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC91,994$1.81M<0.01%+32,35013F-HR/ATimelineGroup
Mechanics Bank Trust Department89,750$1.76M0.24%+30,00013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…88,324$1.74M<0.01%+12,55413F-HRTimelineGroup
Atlantic Private Wealth, LLC86,094$1.69M1.25%-18,83413F-HRTimeline
Private Advisor Group, LLC85,795$1.69M0.01%+1,89813F-HRTimeline
Smartleaf Asset Management LLC85,795$1.68M0.16%+35513F-HRTimeline
CHATHAM CAPITAL GROUP, INC.80,635$1.59M0.26%+45,00013F-HRTimeline
BOSTON FAMILY OFFICE LLC79,983$1.57M0.11%+5,16213F-HRTimeline
FF Advisors,LLC77,880$1.53M0.88%+4,15813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…75,039$1.48M<0.01%+45,62113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…71,260$1.4M0.01%+58,82113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV64,838$1.27M<0.01%+30,83413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC64,463$1.27M<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC62,846$1.24M0.01%+24,37313F-HRTimeline
Keeler Thomas Management LLC62,359$1.23M0.6%new13F-HRTimeline
Financial Engines Advisors L.L.C.58,350$1.15M<0.01%+13,77713F-HRTimeline
Journey Advisory Group, LLC57,596$1.13M0.09%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY51,173$1.01M<0.01%-22,17113F-HRTimelineGroup
EVEXIA WEALTH LLC44,999$880K0.32%+1,02413F-HRTimeline
Valmark Advisers, Inc.44,085$867K0.01%+2,53613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp43,583$857K0.03%+3,03613F-HRTimelineGroup
NewEdge Advisors, LLC43,479$855K0.01%+2,18013F-HRTimeline
LANARK FINANCIAL, INC.43,282$850K0.07%+43,23913F-HRTimeline
U.S. Capital Wealth Advisors, LLC43,073$847K0.03%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.42,912$844K<0.01%+12,12013F-HRTimelineGroup
Yoder Wealth Management, Inc.39,052$768K0.43%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP38,850$764K<0.01%+6,42513F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC38,811$763K0.01%+21,10613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.38,176$751K0.08%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…36,551$719K0.02%+2,64713F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth29,331$577K<0.01%+2,61613F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC28,751$565K<0.01%-64013F-HR/ATimelineGroup
Compass Ion Advisors, LLC26,997$531K0.06%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS25,392$499K<0.01%+1213F-HRTimeline
Leo Wealth, LLC24,663$485K0.07%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC23,972$471K<0.01%+8813F-HRTimelineGroup
FLOW TRADERS U.S. LLC23,135$455K0.02%-24,67813F-HRTimeline
AllSquare Wealth Management LLC22,114$435K0.26%+1,65513F-HRTimeline
Apella Capital, LLC20,822$407K0.01%+2,34513F-HRTimeline
Richmond Investment Services, LLC19,798$389K0.21%+31613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,673$387K<0.01%+1,99213F-HRTimelineGroup
SIGNATUREFD, LLC19,232$378K0.01%+7,75113F-HRTimeline
Granite Harbor Advisors, Inc.18,721$368K0.2%new13F-HRTimeline
Jacobi Capital Management LLC18,080$355K0.03%+1013F-HRTimeline
Cambridge Investment Research Advisors,…16,764$330K<0.01%new13F-HRTimeline
Passive Capital Management, LLC.15,941$313K0.1%new13F-HRTimeline
Exchange Capital Management, Inc.15,880$312K0.05%+60013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC14,739$290K0.01%+4,55213F-HRTimeline
Guidance Point Advisors, LLC14,548$286K0.08%+2,20013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.14,350$282K0.04%013F-HRTimeline
DecisionMap Wealth Management, LLC14,194$279K0.21%013F-HRTimeline
FULLCIRCLE WEALTH LLC13,813$273K0.11%new13F-HRTimeline
CWM, LLCin group CWM, LLC13,637$268K<0.01%+4,55213F-HRTimelineGroup
CGN Advisors LLC13,526$266K0.03%+3713F-HRTimeline
Jaffetilchin Investment Partners, LLC13,239$260K0.02%new13F-HRTimeline
United Community Bankin group United Community Bank13,060$257K0.1%new13F-HRTimelineGroup
Reliant Wealth Planning12,160$239K0.11%013F-HRTimeline
Waterloo Capital, L.P.11,900$234K0.02%013F-HRTimeline
Capital Investment Advisors, LLC11,773$231K<0.01%new13F-HRTimeline
TFR Capital, LLC.11,611$228K0.1%-15013F-HRTimeline
BCS Wealth Management11,167$220K0.06%013F-HRTimeline
COMERICA BANK10,865$214K<0.01%-1913F-HRTimeline
MML INVESTORS SERVICES, LLC10,514$207K<0.01%new13F-HRTimeline
WASHINGTON TRUST Co9,125$179K0.01%-2,50013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,083$159K<0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.7,935$156K0.03%+2,72513F-HRTimeline
Lowe Wealth Advisors, LLC6,133$121K0.05%new13F-HRTimeline
Cherry Tree Wealth Management, LLC4,349$85.5K0.02%+1,91813F-HRTimeline
2UniFi Bank3,745$73.4K0.05%+1,58313F-HRTimeline
Bogart Wealth, LLC3,560$70K<0.01%013F-HRTimeline
Asset Dedication, LLC2,978$58.5K<0.01%+2,61213F-HRTimeline
Spectrum Wealth Counsel, LLC2,542$50K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,354$46K<0.01%013F-HRTimelineGroup
TD Capital Management LLC2,198$43.2K<0.01%+1413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,080$40.9K<0.01%new13F-HRTimelineGroup
Holos Integrated Wealth LLC2,078$40.9K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,947$38.3K<0.01%+66813F-HRTimeline
BARRETT & COMPANY, INC.1,850$36.4K0.02%+1,45013F-HRTimeline
Crews Bank & Trust1,200$23.6K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,095$21K<0.01%013F-HRTimelineGroup
Allworth Financial LP1,053$20.7K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…944$18.6K<0.01%+613F-HRTimeline
First PREMIER Bank902$18K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC840$16.5K0.01%+613F-HRTimeline
Parkside Financial Bank & Trust519$10.2K<0.01%013F-HRTimeline
Blue Trust, Inc.408$8.02K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV196$3.85K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…71$1.4K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,62313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.