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Disclosery

IBTK ISHARES TR

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IBOND DEC 2030 (fund)

170 managers (172 13F filers) reported a position in IBTK shares at 2026-03-31, 35,457,297 shares in all. 22 filers opened a position and 9 filers sold out during the quarter.

Managers
170
13F filers
172
New
22
Added
94
Reduced
29
Sold out
9
Shares held by filers
35,457,297

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/MN3,731,730$73.6M0.01%+576,92713F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,652,137$52.3M0.08%+843,05313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,833,654$36.2M<0.01%+124,09013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,263,025$24.9M0.01%+1,247,84813F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,236,306$24.4M0.15%+312,07813F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC1,230,060$24.3M1.83%+71,57313F-HRTimeline
D.A. DAVIDSON & CO.922,703$18.2M0.11%+42,81413F-HRTimeline
Journey Advisory Group, LLC851,413$16.8M1.44%+33,90213F-HRTimeline
CWM, LLCin group CWM, LLC836,477$16.5M0.04%+49,87413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC811,893$16M<0.01%+80,03913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.763,514$15.1M<0.01%+442,83013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC707,822$14M0.04%-40,85213F-HRTimeline
HM PAYSON & CO702,754$13.9M0.2%+425,65113F-HRTimeline
UBS Group AGin group UBS Group AG692,566$13.7M<0.01%+105,98513F-HRTimelineGroup
Denver PWM, LLC694,518$13.6M4.69%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC687,426$13.6M<0.01%+422,91213F-HR/ATimelineGroup
MKT Advisors LLC672,341$13.2M4.43%+19,66713F-HRTimeline
Wealth Management Strategies, Inc.665,885$13.1M5.94%+23,38513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY598,187$11.8M<0.01%+294,01913F-HRTimelineGroup
Probity Advisors, Inc.548,764$10.8M1.71%+61,82613F-HRTimeline
Legacy Private Trust Co.545,529$10.8M0.66%-37,32513F-HRTimeline
BAILARD, INC.539,401$10.6M0.24%+341,75613F-HRTimeline
Waycross Investment Management Co521,100$10.3M9.81%+13,52613F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC515,101$10.2M4.47%+75,37213F-HRTimeline
EIGHT 31 FINANCIAL, LLC503,072$9.92M5.99%-7,92113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA500,618$9.87M<0.01%+52,01313F-HRTimelineGroup
NewEdge Advisors, LLC500,133$9.86M0.04%+30,94413F-HR/ATimeline
Trust Co485,832$9.58M0.9%+6,89513F-HRTimeline
Heartwood Wealth Advisors LLC485,730$9.58M0.84%new13F-HRTimeline
Krilogy Financial LLC462,078$9.12M0.29%+27,21513F-HRTimeline
Snowden Capital Advisors LLC449,180$8.86M0.24%+1,58413F-HRTimeline
LPL Financial LLC392,095$7.73M<0.01%+142,28013F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC353,634$6.97M0.11%-11,20613F-HRTimeline
Cetera Investment Advisers318,637$6.28M0.01%+39,82513F-HRTimeline
Stockman Wealth Management, Inc.265,985$5.25M0.58%+28,22513F-HRTimeline
REBALANCE, LLC263,421$5.19M0.3%+3,67313F-HRTimeline
CENTRAL TRUST Co255,658$5.04M0.1%-23,49513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.255,467$5.04M0.01%+58,74013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC251,225$4.95M0.01%+109,64813F-HRTimeline
Asset Dedication, LLC229,620$4.53M0.32%+69,13013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC218,396$4.31M0.06%+70,81713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC204,719$4.04M0.24%+22,41913F-HRTimeline
Janney Montgomery Scott LLC188,443$3.72M0.01%+72,37413F-HRTimeline
CHATHAM CAPITAL GROUP, INC.185,995$3.67M0.53%+24,06513F-HRTimeline
Parallel Advisors, LLC181,965$3.59M0.06%+15,55913F-HR/ATimeline
HOWLAND CAPITAL MANAGEMENT LLC175,616$3.46M0.14%+13,10013F-HRTimeline
Accretive Wealth Partners, LLC171,028$3.37M0.95%-1,15813F-HRTimeline
HighTower Advisors, LLC155,971$3.08M<0.01%-1,43513F-HRTimeline
BOSTON FAMILY OFFICE LLC142,467$2.81M0.19%+27,09213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…137,869$2.72M<0.01%+25,62413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC134,892$2.66M<0.01%+77,70413F-HRTimelineGroup
Sanctuary Advisors, LLC127,084$2.51M0.01%+4,97513F-HRTimeline
Atria Investments, Inc121,463$2.4M0.03%+2,75713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC119,486$2.36M0.02%-3,41513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding113,210$2.23M+29,021Timeline
Hughes Financial Services, LLC110,062$2.17M0.33%+1,72413F-HRTimeline
Financial Engines Advisors L.L.C.100,780$1.99M<0.01%+4,22013F-HRTimeline
Integrated Wealth Concepts LLC100,422$1.98M0.02%+39,87513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP96,085$1.89M<0.01%+25,63613F-HRTimelineGroup
Mechanics Bank Trust Department93,000$1.83M0.25%-1,37513F-HRTimeline
ATWOOD & PALMER INC90,295$1.78M0.1%-70013F-HRTimeline
SIGNATUREFD, LLC82,879$1.63M0.03%+3,62913F-HRTimeline
Belpointe Asset Management LLC80,082$1.58M0.06%-56,56913F-HRTimeline
IFP Advisors, Inc75,810$1.49M0.03%-3,65213F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA64,311$1.27M0.04%-23,64313F-HRTimelineGroup
Allworth Financial LP62,321$1.23M<0.01%013F-HRTimeline
Old Port Advisors61,833$1.22M0.28%-6,49113F-HRTimeline
Valmark Advisers, Inc.60,001$1.18M0.01%+2,04313F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp59,398$1.17M0.03%-51913F-HRTimelineGroup
SCS Capital Management LLC57,517$1.13M0.01%+20,15613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.54,377$1.07M<0.01%+9,50813F-HRTimelineGroup
FF Advisors,LLC53,279$1.05M0.43%-39,42613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.51,394$1.01M0.04%+24,68313F-HRTimeline
U.S. Capital Wealth Advisors, LLC49,604$978K0.02%+37713F-HRTimeline
Yoder Wealth Management, Inc.48,752$961K0.44%+8,30013F-HRTimeline
Apella Capital, LLC43,414$859K0.01%+12,56413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.43,300$854K0.08%013F-HRTimeline
Reliant Wealth Planning41,998$828K0.25%+4,77913F-HRTimeline
Keeler Thomas Management LLC41,514$819K0.35%-41,59213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth41,456$818K<0.01%-1,36313F-HRTimelineGroup
DUNCKER STREETT & CO INC41,396$816K0.16%new13F-HRTimeline
Granite Harbor Advisors, Inc.41,270$814K0.36%+22,54913F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC39,203$773K0.38%+12,10913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…38,284$753K<0.01%-194,57813F-HRTimeline
Foundry Financial Group, Inc.37,311$736K0.37%+3,99713F-HRTimeline
BIP Wealth, LLC36,363$717K0.03%-22,73913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…36,289$716K0.02%+49813F-HRTimelineGroup
TABLEAUX LLC35,925$708K0.34%+4,73813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC35,287$696K<0.01%+9,63713F-HRTimelineGroup
Montecito Bank & Trust35,109$692K0.11%+3713F-HRTimeline
Atlantic Private Wealth, LLC33,056$652K0.43%-20813F-HRTimeline
Richmond Investment Services, LLC31,847$628K0.1%-17513F-HRTimeline
Leo Wealth, LLC28,708$566K0.04%+2,59613F-HRTimeline
Compass Ion Advisors, LLC26,997$532K0.05%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS26,012$513K<0.01%-4,86313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.25,224$501K<0.01%-6513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.24,859$490K0.01%+5,79313F-HRTimeline
Daybright Advisory Services, Inc.23,650$466K0.13%+14113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC23,283$459K<0.01%013F-HRTimelineGroup
Capital Investment Advisors, LLC23,219$458K0.01%+2,19213F-HR/ATimeline
Heartland Bank & Trust Co22,603$446K0.1%+4,89713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC22,292$440K<0.01%+2,48213F-HRTimelineGroup
CGN Advisors LLC21,335$421K0.03%+3,48913F-HRTimeline
Jacobi Capital Management LLC21,153$417K0.02%+39913F-HRTimeline
Cambridge Investment Research Advisors,…20,750$409K<0.01%+4,68013F-HRTimeline
Guidance Point Advisors, LLC18,662$368K0.09%+62213F-HRTimeline
Trinity Wealth Management, LLC17,551$346K0.13%+12913F-HRTimeline
DecisionMap Wealth Management, LLC17,502$345K0.22%013F-HRTimeline
Passive Capital Management, LLC.15,941$314K0.09%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,529$306K<0.01%-13,66313F-HRTimelineGroup
SMITHBRIDGE ASSET MANAGEMENT INC/DE15,000$296K0.04%-15,00013F-HRTimeline
Great Diamond Partners, LLC14,961$295K0.06%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC14,739$291K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,395$284K<0.01%+10313F-HRTimelineGroup
Element Wealth, LLC14,376$283K0.12%+2,73313F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.14,350$283K0.03%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC14,349$283K0.04%+7213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…13,838$273K0.01%+313F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC13,748$271K0.02%+8213F-HRTimeline
KFG WEALTH MANAGEMENT, LLC13,649$269K0.03%+2,24613F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC13,471$266K0.04%new13F-HRTimeline
MLP3, LLC13,097$258K0.28%+2,53313F-HRTimeline
Visionary Wealth Advisors12,051$238K0.01%+13313F-HRTimeline
World Investment Advisors11,453$226K<0.01%new13F-HRTimeline
Financial Advisory Corp11,449$226K0.03%new13F-HRTimeline
Hyposwiss Advisors SA11,215$221K0.22%013F-HRTimeline
HANOVER ADVISORS INC11,145$220K0.09%-27413F-HRTimeline
Midwest Professional Planners, LTD.10,900$215K0.05%+64213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,383$205K<0.01%new13F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC10,090$199K0.01%new13F-HRTimeline
Straight Path Wealth Management10,025$198K0.05%new13F-HRTimeline
BARRETT & COMPANY, INC.9,106$180K0.06%+713F-HRTimeline
Crews Bank & Trust8,975$177K0.03%013F-HRTimeline
United Community Bankin group United Community Bank8,510$168K0.06%new13F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp8,334$164K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.7,935$156K0.02%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co6,012$119K0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,690$112K<0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,984$98.3K<0.01%+93613F-HRTimelineGroup
Cherry Tree Wealth Management, LLC4,963$97.9K0.02%013F-HRTimeline
MAI Capital Management4,937$97.4K<0.01%013F-HRTimeline
CNB Bank3,992$78.7K0.03%-1713F-HRTimeline
Bogart Wealth, LLC3,560$70.2K<0.01%013F-HRTimeline
JPL Wealth Management, LLC3,384$66.7K0.02%new13F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\3,360$66.3K<0.01%013F-HRTimelineGroup
2UniFi Bank3,134$61.8K0.03%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,701$53.3K<0.01%+76013F-HRTimelineGroup
Financial Connections Group, Inc.2,715$53K0.02%new13F-HRTimeline
TD Capital Management LLC2,282$45K<0.01%+1313F-HRTimeline
Clearstead Trust, LLC2,136$42.1K0.01%013F-HRTimeline
Holos Integrated Wealth LLC2,078$40.9K0.02%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,911$37.7K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,511$29.8K<0.01%+913F-HRTimeline
High Note Wealth, LLC1,508$29.7K0.01%new13F-HRTimeline
Robbins Farley1,007$19.9K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.900$18K0.01%+613F-HRTimeline
Pflug Koory, LLC911$18K0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC872$17.2K0.01%+513F-HRTimeline
First PREMIER Bank849$17K<0.01%013F-HRTimeline
Clayton Financial Group LLC787$15.5K0.01%+3513F-HRTimeline
Pinnacle Bancorp, Inc.756$14.9K<0.01%new13F-HRTimeline
Intentional Wealth Strategies, LLC719$14.2K0.01%13F-HRTimeline
Root Financial Partners, LLC609$12K<0.01%new13F-HRTimeline
Advisory Services Network, LLC558$11K<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC430$8.48K0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC404$7.97K<0.01%13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV196$3.87K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…71$1.4K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC36$710<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC1$20<0.01%-313F-HRTimeline