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Disclosery

IBTK ISHARES TR

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IBOND DEC 2030 (fund)

144 managers (146 13F filers) reported a position in IBTK shares at 2025-09-30, 21,145,981 shares in all. 20 filers opened a position and 4 filers sold out during the quarter.

Managers
144
13F filers
146
New
20
Added
82
Reduced
19
Sold out
4
Shares held by filers
21,145,981

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/MN2,765,938$55M0.01%+76,20213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,447,100$28.8M<0.01%+68,05713F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,183,092$23.5M0.04%+543,59913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC1,058,330$21M1.85%+28,50113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC941,765$18.7M0.01%+539,67913F-HRTimelineGroup
D.A. DAVIDSON & CO.842,476$16.7M0.11%+96,59713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC772,329$15.4M<0.01%-379,88413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA552,514$11M<0.01%-30,64913F-HRTimelineGroup
Probity Advisors, Inc.540,826$10.7M1.74%+105,52613F-HRTimeline
Legacy Private Trust Co.534,425$10.6M0.64%+19,97213F-HRTimeline
Waycross Investment Management Co502,032$9.98M10.18%-41,69113F-HRTimeline
EIGHT 31 FINANCIAL, LLC490,080$9.74M5.49%+408,59513F-HRTimeline
Trust Co478,837$9.52M0.97%+69,36813F-HRTimeline
Snowden Capital Advisors LLC432,941$8.6M0.24%+5,55513F-HRTimeline
NewEdge Advisors, LLC420,862$8.36M0.04%+413,51013F-HRTimeline
Krilogy Financial LLC418,740$8.29M0.31%+46,20513F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC413,115$8.21M3.82%+27,43113F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC384,676$7.65M0.11%-8,83113F-HRTimeline
UBS Group AGin group UBS Group AG300,599$5.97M<0.01%+20,07413F-HRTimelineGroup
Journey Advisory Group, LLC267,068$5.31M0.39%+101,98513F-HRTimeline
CENTRAL TRUST Co264,105$5.25M0.11%+8,90813F-HRTimeline
Cetera Investment Advisers262,525$5.22M0.01%+9,03113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC239,816$4.75M<0.01%+123,26113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…234,520$4.66M0.03%+92,88713F-HRTimelineGroup
LPL Financial LLC232,822$4.63M<0.01%+29,05013F-HRTimeline
Stockman Wealth Management, Inc.218,144$4.34M0.54%+9,39113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…205,756$4.09M0.01%+20,49313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.193,434$3.84M<0.01%-20,71913F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC187,023$3.72M0.23%+66,00513F-HRTimeline
Accretive Wealth Partners, LLC167,055$3.32M1.01%+3,58213F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC161,528$3.21M0.12%+36,28513F-HRTimeline
HighTower Advisors, LLC155,301$3.09M<0.01%+9,93813F-HRTimeline
Parallel Advisors, LLC152,018$3.02M0.06%+12,62313F-HRTimeline
Janney Montgomery Scott LLC135,745$2.7M0.01%+1,42513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC133,693$2.66M0.04%+51,51313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY121,868$2.42M<0.01%+7,61213F-HR/ATimelineGroup
CHATHAM CAPITAL GROUP, INC.121,345$2.41M0.35%+25,95013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC120,207$2.39M<0.01%-13,32913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…104,727$2.08M<0.01%+20,99413F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC100,510$2M0.13%+96413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding98,896$1.97M+7,084Timeline
COUNTRY CLUB BANK96,439$1.92M0.11%-4,84513F-HRTimeline
Mechanics Bank Trust Department94,375$1.88M0.26%-12513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC91,241$1.81M<0.01%+60,51513F-HRTimelineGroup
ATWOOD & PALMER INC90,995$1.81M0.11%-8,11513F-HRTimeline
FF Advisors,LLC89,379$1.78M0.85%+8,29213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC89,090$1.77M0.01%+6,98113F-HRTimelineGroup
Private Advisor Group, LLC87,123$1.73M0.01%+2,70513F-HRTimeline
Smartleaf Asset Management LLC87,123$1.73M0.11%+2,70513F-HRTimeline
Keeler Thomas Management LLC81,888$1.63M0.66%+1,99413F-HRTimeline
EVEXIA WEALTH LLC74,903$1.49M0.45%+3,48413F-HRTimeline
Integrated Wealth Concepts LLC68,083$1.35M0.01%+5,08713F-HRTimeline
Financial Engines Advisors L.L.C.64,339$1.28M<0.01%+5,73113F-HRTimeline
Old Port Advisors63,567$1.26M0.32%+22,60813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP62,699$1.25M<0.01%+1,74413F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…61,018$1.21M0.03%new13F-HRTimelineGroup
Strategic Blueprint, LLC60,423$1.2M0.05%+21,98013F-HRTimeline
SIGNATUREFD, LLC59,163$1.18M0.02%+19,54413F-HRTimeline
Allworth Financial LP57,294$1.14M0.01%013F-HRTimeline
IFP Advisors, Inc57,112$1.14M0.03%-68,15813F-HR/ATimeline
Associated Banc-Corpin group Associated Banc-Corp56,836$1.13M0.03%+6,29013F-HRTimelineGroup
Valmark Advisers, Inc.53,784$1.07M0.01%+2,73513F-HRTimeline
Richmond Investment Services, LLC47,196$938K0.17%+8,04413F-HRTimeline
U.S. Capital Wealth Advisors, LLC46,706$928K0.02%+1,25213F-HRTimeline
&PARTNERS43,742$869K0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.43,300$861K0.08%013F-HRTimeline
Asset Dedication, LLC43,296$861K0.06%+39,91213F-HRTimeline
Yoder Wealth Management, Inc.40,302$801K0.38%013F-HRTimeline
LANARK FINANCIAL, INC.40,063$796K0.06%-1,56913F-HRTimeline
CWM, LLCin group CWM, LLC37,981$755K<0.01%+20,41113F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…35,791$711K0.02%-76013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC34,376$683K<0.01%+9,44213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth33,926$674K<0.01%+1,61913F-HRTimelineGroup
Atlantic Private Wealth, LLC33,563$667K0.43%-6,03113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,755$632K<0.01%+10,62513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS30,851$613K<0.01%+35213F-HRTimeline
Compass Ion Advisors, LLC26,997$537K0.05%013F-HRTimeline
Montecito Bank & Trust25,842$514K0.08%13F-HRTimeline
Leo Wealth, LLC25,320$503K0.07%+22413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC24,939$496K<0.01%+1,05513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.23,864$474K<0.01%+3,98613F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC23,283$463K<0.01%new13F-HRTimelineGroup
AllSquare Wealth Management LLC22,861$454K0.24%+59513F-HRTimeline
Apella Capital, LLC20,984$420K0.01%+13913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.20,055$399K0.02%+6,33013F-HRTimeline
Jacobi Capital Management LLC19,334$384K0.02%+11513F-HRTimeline
Granite Harbor Advisors, Inc.18,721$372K0.16%013F-HRTimeline
Reliant Wealth Planning18,538$368K0.12%+90913F-HRTimeline
STAR Financial Bank17,773$353K0.21%-89,21213F-HRTimeline
Guidance Point Advisors, LLC17,759$353K0.09%+2,36813F-HRTimeline
DecisionMap Wealth Management, LLC17,228$342K0.22%013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC16,966$337K0.19%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.16,339$325K0.01%+3,39913F-HRTimeline
Passive Capital Management, LLC.15,941$317K0.1%013F-HRTimeline
Cambridge Investment Research Advisors,…15,567$309K<0.01%+3,60913F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE15,000$298K0.04%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC14,739$293K<0.01%013F-HRTimeline
Capital Investment Advisors, LLC14,732$293K<0.01%+1213F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.14,350$285K0.03%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC14,131$281K0.04%+11413F-HRTimeline
FULLCIRCLE WEALTH LLC13,813$274K0.1%013F-HRTimeline
CGN Advisors LLC13,627$271K0.02%+2513F-HRTimeline
Jaffetilchin Investment Partners, LLC13,499$268K0.02%+13013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,406$266K<0.01%new13F-HRTimelineGroup
United Community Bankin group United Community Bank13,060$260K0.08%013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,604$251K<0.01%new13F-HRTimelineGroup
HAMEL ASSOCIATES, INC.12,554$250K0.08%+51013F-HRTimeline
Visionary Wealth Advisors12,445$247K0.01%new13F-HRTimeline
REBALANCE, LLC11,383$226K0.01%+10913F-HRTimeline
Foundry Financial Group, Inc.10,293$205K0.11%new13F-HRTimeline
Waterloo Capital, L.P.10,204$203K0.02%-1,69613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,172$202K0.01%-1,53413F-HRTimelineGroup
TFR Capital, LLC.10,162$202K0.07%013F-HRTimeline
COMERICA BANK9,599$191K<0.01%+1,38313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp8,334$166K<0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.7,935$158K0.02%013F-HRTimeline
BARRETT & COMPANY, INC.6,588$131K0.04%+2,42513F-HRTimeline
Cherry Tree Wealth Management, LLC4,963$98.6K0.02%013F-HRTimeline
Lowe Wealth Advisors, LLC4,937$98.1K0.04%013F-HRTimeline
JPL Wealth Management, LLC4,116$81.8K0.02%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,048$80.4K<0.01%+3,31313F-HRTimelineGroup
Bogart Wealth, LLC3,560$70.8K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,360$66.8K<0.01%013F-HRTimelineGroup
2UniFi Bank3,134$62.3K0.03%-61113F-HRTimeline
TD Capital Management LLC2,241$44.5K<0.01%+2113F-HRTimeline
Holos Integrated Wealth LLC2,078$41.4K0.02%013F-HRTimeline
CNB Bank2,057$40.9K0.02%new13F-HRTimeline
Crews Bank & Trust2,000$39.8K0.01%+80013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,661$33K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,484$29.5K<0.01%+1413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,095$21.8K<0.01%013F-HRTimelineGroup
Pflug Koory, LLC911$18.1K0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.883$18K0.01%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC856$17K0.01%+813F-HRTimeline
First PREMIER Bank849$17K<0.01%013F-HRTimeline
Advisory Services Network, LLC558$11.1K<0.01%new13F-HRTimeline
Blue Trust, Inc.408$8.11K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC345$6.86K<0.01%+1513F-HRTimeline
GPS Wealth Strategies Group, LLC314$6.24K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.265$5.27K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV196$3.9K<0.01%013F-HRTimeline
Clearstead Advisors, LLC137$2.72K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…71$1.41K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC8$159<0.01%013F-HRTimeline