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Disclosery

IBTK ISHARES TR

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IBOND DEC 2030 (fund)

158 managers (159 13F filers) reported a position in IBTK shares at 2025-12-31, 28,143,756 shares in all. 31 filers opened a position and 19 filers sold out during the quarter.

Managers
158
13F filers
159
New
31
Added
83
Reduced
17
Sold out
19
Shares held by filers
28,143,756

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/MN3,154,803$62.6M0.01%+388,86513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,809,084$35.9M0.05%+625,99213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,709,564$33.9M<0.01%+262,46413F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC1,158,487$23M1.86%+100,15713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…924,228$18.3M0.11%+689,70813F-HRTimelineGroup
D.A. DAVIDSON & CO.879,889$17.5M0.11%+37,41313F-HRTimeline
Journey Advisory Group, LLC817,511$16.2M1.36%+550,44313F-HRTimeline
CWM, LLCin group CWM, LLC786,603$15.6M0.04%+748,62213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC748,674$14.9M0.04%+714,29813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC731,854$14.5M<0.01%-209,91113F-HRTimelineGroup
MKT Advisors LLC652,674$13M4.42%new13F-HRTimeline
Wealth Management Strategies, Inc.642,500$12.8M5.87%new13F-HRTimeline
UBS Group AGin group UBS Group AG586,581$11.6M<0.01%+285,98213F-HRTimelineGroup
Legacy Private Trust Co.582,854$11.6M0.68%+48,42913F-HRTimeline
EIGHT 31 FINANCIAL, LLC510,993$10.1M5.56%+20,91313F-HRTimeline
Waycross Investment Management Co507,574$10.1M8.86%+5,54213F-HRTimeline
Probity Advisors, Inc.486,938$9.66M1.55%-53,88813F-HRTimeline
Trust Co478,937$9.5M0.89%+10013F-HRTimeline
NewEdge Advisors, LLC469,189$9.31M0.03%+48,32713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA448,605$8.9M<0.01%-103,90913F-HRTimelineGroup
Snowden Capital Advisors LLC447,596$8.88M0.23%+14,65513F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC439,729$8.73M3.81%+26,61413F-HRTimeline
Krilogy Financial LLC434,863$8.62M0.29%+16,12313F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC364,840$7.24M0.11%-19,83613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.320,684$6.36M<0.01%+127,25013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY304,168$6.04M<0.01%+182,30013F-HR/ATimelineGroup
CENTRAL TRUST Co279,153$5.54M0.11%+15,04813F-HRTimeline
Cetera Investment Advisers278,812$5.53M0.01%+16,28713F-HRTimeline
HM PAYSON & CO277,103$5.5M0.08%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC264,514$5.25M<0.01%+24,69813F-HRTimelineGroup
REBALANCE, LLC259,748$5.15M0.3%+248,36513F-HRTimeline
LPL Financial LLC249,815$4.96M<0.01%+16,99313F-HRTimeline
Stockman Wealth Management, Inc.237,760$4.72M0.55%+19,61613F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…232,862$4.63M0.01%+27,10613F-HRTimeline
BAILARD, INC.197,645$3.92M0.09%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.196,727$3.9M0.01%new13F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC182,300$3.62M0.21%-4,72313F-HRTimeline
Accretive Wealth Partners, LLC172,186$3.42M1.01%+5,13113F-HRTimeline
Parallel Advisors, LLC166,406$3.3M0.06%+14,38813F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC162,516$3.23M0.12%+98813F-HRTimeline
CHATHAM CAPITAL GROUP, INC.161,930$3.21M0.46%+40,58513F-HRTimeline
Asset Dedication, LLC160,490$3.18M0.21%+117,19413F-HRTimeline
HighTower Advisors, LLC157,406$3.12M<0.01%+2,10513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC147,579$2.93M0.04%+13,88613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC141,577$2.81M<0.01%+21,37013F-HRTimeline
Belpointe Asset Management LLC136,651$2.71M0.1%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC122,901$2.44M0.02%+33,81113F-HRTimelineGroup
Sanctuary Advisors, LLC122,109$2.42M0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…121,656$2.41M0.06%+60,63813F-HRTimelineGroup
Atria Investments, Inc118,706$2.36M0.03%new13F-HRTimeline
Janney Montgomery Scott LLC116,069$2.3M0.01%-19,67613F-HRTimeline
BOSTON FAMILY OFFICE LLC115,375$2.29M0.15%+14,86513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…112,245$2.23M<0.01%+7,51813F-HR/ATimelineGroup
Hughes Financial Services, LLC108,338$2.15M0.34%new13F-HRTimeline
Financial Engines Advisors L.L.C.96,560$1.92M<0.01%+32,22113F-HRTimeline
Mechanics Bank Trust Department94,375$1.87M0.25%013F-HRTimeline
FF Advisors,LLC92,705$1.84M0.82%+3,32613F-HRTimeline
ATWOOD & PALMER INC90,995$1.81M0.1%013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA87,954$1.75M0.05%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding84,189$1.67M-14,707Timeline
Keeler Thomas Management LLC83,106$1.65M0.79%+1,21813F-HRTimeline
IFP Advisors, Inc79,462$1.58M0.04%+22,35013F-HRTimeline
SIGNATUREFD, LLC79,250$1.57M0.02%+20,08713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP70,449$1.4M<0.01%+7,75013F-HRTimelineGroup
Old Port Advisors68,324$1.36M0.33%+4,75713F-HRTimeline
Allworth Financial LP62,321$1.24M0.01%+5,02713F-HRTimeline
Integrated Wealth Concepts LLC60,547$1.2M0.01%-7,53613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp59,917$1.19M0.03%+3,08113F-HRTimelineGroup
BIP Wealth, LLC59,102$1.17M0.04%new13F-HRTimeline
Valmark Advisers, Inc.57,958$1.15M0.01%+4,17413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC57,188$1.13M<0.01%-34,05313F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC49,227$977K0.03%+2,52113F-HRTimeline
FLOW TRADERS U.S. LLC46,254$918K0.03%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.44,869$891K<0.01%+13,11413F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.43,300$859K0.08%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth42,819$850K<0.01%+8,89313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC41,232$818K<0.01%+28,62813F-HR/ATimelineGroup
Yoder Wealth Management, Inc.40,452$803K0.37%+15013F-HRTimeline
SCS Capital Management LLC37,361$741K0.01%new13F-HRTimeline
Reliant Wealth Planning37,219$739K0.23%+18,68113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…35,791$710K0.02%013F-HRTimelineGroup
Montecito Bank & Trust35,072$696K0.11%+9,23013F-HRTimeline
Foundry Financial Group, Inc.33,314$661K0.33%+23,02113F-HRTimeline
Atlantic Private Wealth, LLC33,264$660K0.42%-29913F-HRTimeline
Richmond Investment Services, LLC32,022$636K0.11%-15,17413F-HRTimeline
TABLEAUX LLC31,187$619K0.44%new13F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS30,875$613K<0.01%+2413F-HRTimeline
Apella Capital, LLC30,850$612K0.01%+9,86613F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE30,000$595K0.05%+15,00013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC29,192$579K<0.01%new13F-HRTimelineGroup
Walleye Partners, LLC28,789$571K0.63%13F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC27,094$538K0.28%+10,12813F-HRTimeline
Compass Ion Advisors, LLC26,997$536K0.05%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.26,711$530K0.02%+6,65613F-HRTimeline
Leo Wealth, LLC26,112$518K0.04%+79213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC25,650$509K<0.01%+71113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.25,289$502K<0.01%+1,42513F-HRTimelineGroup
Daybright Advisory Services, Inc.23,509$467K0.12%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC23,283$462K<0.01%013F-HRTimelineGroup
Capital Investment Advisors, LLC21,027$417K0.01%+6,29513F-HRTimeline
Jacobi Capital Management LLC20,754$412K0.02%+1,42013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC19,810$393K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.19,066$378K0.01%+2,72713F-HRTimeline
Granite Harbor Advisors, Inc.18,721$372K0.16%013F-HRTimeline
Guidance Point Advisors, LLC18,040$358K0.08%+28113F-HRTimeline
CGN Advisors LLC17,846$354K0.03%+4,21913F-HRTimeline
Heartland Bank & Trust Co17,706$351K0.15%new13F-HRTimeline
DecisionMap Wealth Management, LLC17,502$347K0.21%+27413F-HRTimeline
Trinity Wealth Management, LLC17,422$346K0.13%new13F-HRTimeline
STAR Financial Bank17,090$339K0.17%-68313F-HRTimeline
Cambridge Investment Research Advisors,…16,070$319K<0.01%+50313F-HRTimeline
Passive Capital Management, LLC.15,941$316K0.1%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC15,177$301K<0.01%-757,15213F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC14,739$292K<0.01%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.14,350$285K0.03%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,292$284K<0.01%+13,19713F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC14,277$283K0.04%+14613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…13,835$275K0.01%new13F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC13,666$271K0.02%+16713F-HRTimeline
O'Brien Wealth Partners LLC12,744$253K0.03%new13F-HRTimeline
Visionary Wealth Advisors11,918$237K0.01%-52713F-HRTimeline
Element Wealth, LLC11,643$231K0.1%new13F-HRTimeline
HANOVER ADVISORS INC11,419$227K0.09%new13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC11,403$226K0.03%new13F-HRTimeline
Hyposwiss Advisors SA11,215$223K0.22%13F-HRTimeline
MLP3, LLC10,564$210K0.23%13F-HRTimeline
Midwest Professional Planners, LTD.10,258$204K0.05%new13F-HRTimeline
PRIVATE MANAGEMENT GROUP INC10,032$199K0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.9,099$181K0.06%+2,51113F-HRTimeline
Crews Bank & Trust8,975$178K0.03%+6,97513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp8,334$165K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.7,935$157K0.02%013F-HRTimeline
Cherry Tree Wealth Management, LLC4,963$98.5K0.02%013F-HRTimeline
MAI Capital Management4,937$98K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,048$80.3K<0.01%013F-HRTimelineGroup
CNB Bank4,009$79.6K0.03%+1,95213F-HRTimeline
Bogart Wealth, LLC3,560$70.6K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,360$66.7K<0.01%013F-HRTimelineGroup
2UniFi Bank3,134$62.2K0.03%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,480$49.2K<0.01%new13F-HRTimeline
TD Capital Management LLC2,269$45K<0.01%+2813F-HRTimeline
COMERICA BANK2,236$44.4K<0.01%-7,36313F-HRTimeline
Clearstead Trust, LLC2,136$42.4K0.01%new13F-HRTimeline
Holos Integrated Wealth LLC2,078$41.2K0.02%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,941$38.5K<0.01%+28013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…1,502$29.8K<0.01%+1813F-HRTimeline
Robbins Farley1,007$20K0.01%new13F-HRTimeline
Pflug Koory, LLC911$18.1K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.894$18K0.01%+1113F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC867$17.2K0.01%+1113F-HRTimeline
First PREMIER Bank849$17K<0.01%013F-HRTimeline
Clayton Financial Group LLC752$14.9K0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC430$8.53K0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV196$3.89K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.107$2.12K<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$161<0.01%013F-HRTimeline
Smartleaf Asset Management LLC4$80<0.01%-87,11913F-HRTimeline