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Disclosery

IBTK ISHARES TR

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IBOND DEC 2030 (fund)

130 managers (131 13F filers) reported a position in IBTK shares at 2025-06-30, 18,319,329 shares in all. 13 filers opened a position and 6 filers sold out during the quarter.

Managers
130
13F filers
131
New
13
Added
73
Reduced
25
Sold out
6
Shares held by filers
18,319,329

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/MN2,689,736$53.4M0.01%+65,71913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,379,043$27.4M<0.01%+187,00413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,152,213$22.9M0.01%+525,18213F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC1,029,829$20.4M2.03%+599,33113F-HRTimeline
D.A. DAVIDSON & CO.745,879$14.8M0.1%+443,39713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV639,493$12.7M0.03%+574,65513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA583,163$11.6M<0.01%+257,96113F-HR/ATimelineGroup
Waycross Investment Management Co543,723$10.8M11.22%+97613F-HRTimeline
Legacy Private Trust Co.514,453$10.2M0.66%+2,49013F-HRTimeline
Probity Advisors, Inc.435,300$8.64M1.52%+19,04213F-HRTimeline
Snowden Capital Advisors LLC427,386$8.48M0.25%-1,06913F-HRTimeline
Trust Co409,469$8.12M0.92%-85313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC402,086$7.98M<0.01%-95,53013F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC393,507$7.81M0.11%-1,95713F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC385,684$7.65M3.86%+17,95713F-HRTimeline
Krilogy Financial LLC372,535$7.39M0.42%-30713F-HRTimeline
UBS Group AGin group UBS Group AG280,525$5.57M<0.01%+53213F-HRTimelineGroup
CENTRAL TRUST Co255,197$5.06M0.12%+20,92313F-HRTimeline
Cetera Investment Advisers253,494$5.03M0.01%+10,94013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.214,153$4.25M<0.01%new13F-HRTimelineGroup
Stockman Wealth Management, Inc.208,753$4.14M0.56%+13,39913F-HRTimeline
LPL Financial LLC203,772$4.04M<0.01%-41,23613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…185,263$3.64M0.01%+10,39913F-HRTimeline
Journey Advisory Group, LLC165,083$3.28M0.25%+107,48713F-HRTimeline
Accretive Wealth Partners, LLC163,473$3.24M1.06%+7,50013F-HRTimeline
HighTower Advisors, LLC145,363$2.88M<0.01%+2,56013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…141,633$2.81M0.02%+70,37313F-HRTimelineGroup
Parallel Advisors, LLC139,395$2.77M0.06%+14,96013F-HRTimeline
Janney Montgomery Scott LLC134,320$2.67M0.01%+72513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC133,536$2.65M<0.01%+1,33313F-HRTimeline
IFP Advisors, Inc125,270$2.49M0.07%-4,01613F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC125,243$2.48M0.1%+54313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC121,018$2.4M0.17%-11,37513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC116,555$2.31M<0.01%+4,97313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY114,256$2.27M<0.01%+63,08313F-HRTimelineGroup
STAR Financial Bank106,985$2.12M1.35%+10,53613F-HRTimeline
COUNTRY CLUB BANK101,284$2M0.13%-6,34413F-HRTimeline
BOSTON FAMILY OFFICE LLC99,546$1.98M0.13%+19,56313F-HRTimeline
ATWOOD & PALMER INC99,110$1.97M0.12%-1,029,78113F-HRTimeline
CHATHAM CAPITAL GROUP, INC.95,395$1.89M0.29%+14,76013F-HRTimeline
Mechanics Bank Trust Department94,500$1.87M0.27%+4,75013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding91,812$1.82M-6,246Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC86,295$1.71M<0.01%+57,54413F-HRTimelineGroup
Private Advisor Group, LLC84,418$1.67M0.01%-1,37713F-HRTimeline
Smartleaf Asset Management LLC84,418$1.67M0.15%-1,37713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…83,733$1.66M<0.01%+8,69413F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC82,180$1.63M0.03%+43,36913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC82,109$1.63M0.01%new13F-HRTimelineGroup
EIGHT 31 FINANCIAL, LLC81,485$1.62M1.07%-27,62313F-HRTimeline
FF Advisors,LLC81,087$1.61M0.83%+3,20713F-HRTimeline
Keeler Thomas Management LLC79,894$1.59M0.68%+17,53513F-HRTimeline
EVEXIA WEALTH LLC71,419$1.4M0.44%+26,42013F-HRTimeline
Integrated Wealth Concepts LLC62,996$1.25M0.01%+15013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP60,955$1.21M<0.01%+22,10513F-HRTimelineGroup
Financial Engines Advisors L.L.C.58,608$1.16M<0.01%+25813F-HRTimeline
Allworth Financial LP57,294$1.14M0.01%+56,24113F-HRTimeline
Valmark Advisers, Inc.51,049$1.01M0.01%+6,96413F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp50,546$1M0.03%+6,96313F-HRTimelineGroup
PFG Advisors47,524$943K0.04%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC45,454$902K0.03%+2,38113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.43,300$859K0.09%+5,12413F-HRTimeline
LANARK FINANCIAL, INC.41,632$825K0.07%-1,65013F-HRTimeline
Old Port Advisors40,959$813K0.22%new13F-HRTimeline
Yoder Wealth Management, Inc.40,302$800K0.42%+1,25013F-HRTimeline
SIGNATUREFD, LLC39,619$786K0.01%+20,38713F-HRTimeline
Atlantic Private Wealth, LLC39,594$786K0.53%-46,50013F-HRTimeline
Richmond Investment Services, LLC39,152$777K0.16%+19,35413F-HRTimeline
Strategic Blueprint, LLC38,443$763K0.04%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…36,551$725K0.02%013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth32,307$641K<0.01%+2,97613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,726$610K<0.01%-33,73713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS30,499$605K<0.01%+5,10713F-HRTimeline
Compass Ion Advisors, LLC26,997$536K0.06%013F-HRTimeline
Leo Wealth, LLC25,096$498K0.04%+43313F-HRTimeline
MML INVESTORS SERVICES, LLC24,934$495K<0.01%+14,42013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC23,884$474K<0.01%-8813F-HRTimelineGroup
AllSquare Wealth Management LLC22,266$442K0.25%+15213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,130$419K<0.01%-21,78213F-HR/ATimelineGroup
Apella Capital, LLC20,845$409K0.01%+2313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,878$394K<0.01%+20513F-HRTimelineGroup
Jacobi Capital Management LLC19,219$381K0.03%+1,13913F-HRTimeline
Granite Harbor Advisors, Inc.18,721$371K0.17%013F-HRTimeline
Reliant Wealth Planning17,629$350K0.14%+5,46913F-HRTimeline
CWM, LLCin group CWM, LLC17,570$349K<0.01%+3,93313F-HRTimelineGroup
DecisionMap Wealth Management, LLC17,228$342K0.23%+3,03413F-HRTimeline
Exchange Capital Management, Inc.16,239$322K0.05%+35913F-HRTimeline
Passive Capital Management, LLC.15,941$314K0.1%013F-HRTimeline
Guidance Point Advisors, LLC15,391$305K0.08%+84313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC14,739$292K<0.01%013F-HRTimeline
Capital Investment Advisors, LLC14,720$292K0.01%+2,94713F-HR/ATimeline
JAMES INVESTMENT RESEARCH, INC.14,350$285K0.03%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC14,017$278K0.04%new13F-HRTimeline
FULLCIRCLE WEALTH LLC13,813$274K0.1%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.13,725$272K0.01%new13F-HRTimeline
CGN Advisors LLC13,602$270K0.02%+7613F-HRTimeline
Jaffetilchin Investment Partners, LLC13,369$265K0.02%+13013F-HRTimeline
United Community Bankin group United Community Bank13,060$259K0.09%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.12,940$257K0.01%+10,99313F-HRTimeline
HAMEL ASSOCIATES, INC.12,044$239K0.08%new13F-HRTimeline
Cambridge Investment Research Advisors,…11,958$237K<0.01%-4,80613F-HRTimeline
Waterloo Capital, L.P.11,900$236K0.02%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,706$232K0.01%new13F-HRTimelineGroup
REBALANCE, LLC11,274$224K0.02%new13F-HRTimeline
TFR Capital, LLC.10,162$202K0.07%-1,44913F-HR/ATimeline
COMERICA BANK8,216$163K<0.01%-2,64913F-HRTimeline
Physician Wealth Advisors, Inc.7,935$157K0.02%013F-HRTimeline
NewEdge Advisors, LLC7,352$146K<0.01%-36,12713F-HRTimeline
Cherry Tree Wealth Management, LLC4,963$98.5K0.02%+61413F-HRTimeline
Lowe Wealth Advisors, LLC4,937$98K0.04%-1,19613F-HRTimeline
BARRETT & COMPANY, INC.4,163$82.6K0.03%+2,31313F-HRTimeline
2UniFi Bank3,745$74.3K0.04%013F-HRTimeline
Bogart Wealth, LLC3,560$70.6K<0.01%013F-HRTimeline
Asset Dedication, LLC3,384$67.1K<0.01%+40613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,360$66.7K<0.01%+1,28013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC2,354$47K<0.01%013F-HRTimelineGroup
TD Capital Management LLC2,220$44K<0.01%+2213F-HRTimeline
Holos Integrated Wealth LLC2,078$41K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…1,470$29.2K<0.01%+52613F-HRTimeline
Crews Bank & Trust1,200$23.8K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,095$21.7K<0.01%013F-HRTimelineGroup
First PREMIER Bank849$17K<0.01%-5313F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC848$16.8K0.01%+813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/735$14.6K<0.01%new13F-HR/ATimelineGroup
Parkside Financial Bank & Trust524$10.4K<0.01%+513F-HRTimeline
Blue Trust, Inc.408$8.1K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC330$6.53K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV196$3.89K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…71$1.41K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC8$157<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.