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Disclosery

IBTL ISHARES TR

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IBONDS DEC 2031 (fund)

132 managers (133 13F filers) reported a position in IBTL shares at 2026-06-30, 23,359,100 shares in all. 23 filers opened a position and 13 filers sold out during the quarter.

Managers
132
13F filers
133
New
23
Added
69
Reduced
22
Sold out
13
Shares held by filers
23,359,100

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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/MN2,544,060$51.4M0.01%-414,76613F-HRTimelineGroup
TRUE Private Wealth Advisors1,688,677$34.1M2.94%-173,60713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,307,693$26.4M<0.01%new13F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC1,098,504$22.2M0.35%-104,31013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC990,421$20M1.35%+35,33913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/913,630$18.4M<0.01%+124,77013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC892,700$18M<0.01%+34,82613F-HRTimelineGroup
Krilogy Financial LLC753,026$15.2M0.45%+47,58613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY730,848$14.8M<0.01%+13,75913F-HRTimelineGroup
NewEdge Advisors, LLC676,777$13.7M0.04%+38,21313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC655,984$13.2M<0.01%+3,51113F-HRTimelineGroup
Probity Advisors, Inc.558,788$11.3M1.61%+55,64813F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC536,805$10.8M4.29%+40,98113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV484,813$9.79M0.01%+251,97913F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC470,144$9.49M0.06%-71,16813F-HRTimelineGroup
Legacy Private Trust Co.455,751$9.2M0.51%+27,53613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC445,255$8.99M<0.01%+78,26913F-HRTimelineGroup
Snowden Capital Advisors LLC406,659$8.21M0.19%+6,26713F-HRTimeline
Headland Capital, LLC405,441$8.19M2.02%+30,51113F-HRTimeline
HighTower Advisors, LLC399,026$8.06M0.01%+41,04513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…396,107$7.99M0.04%+32,93113F-HRTimelineGroup
FORONJY FINANCIAL LLC337,588$6.82M2.5%+21,09213F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.314,831$6.36M2.31%+9,40913F-HRTimeline
FAGAN ASSOCIATES, INC.277,458$5.6M0.69%+5,25513F-HRTimeline
Stockman Wealth Management, Inc.264,766$5.35M0.55%+12,58013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA253,349$5.12M<0.01%-39,91413F-HRTimelineGroup
Asset Dedication, LLC242,011$4.89M0.31%+31,50413F-HRTimeline
Yoder Wealth Management, Inc.226,174$4.57M1.78%+2,54013F-HRTimeline
UBS Group AGin group UBS Group AG224,307$4.53M<0.01%+13,57813F-HRTimelineGroup
Parallel Advisors, LLC215,153$4.34M0.07%+14,45213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC209,387$4.23M0.2%-60213F-HRTimeline
Accretive Wealth Partners, LLC205,085$4.14M1.01%+39,47313F-HRTimeline
Whalen Wealth Management Inc.201,860$4.08M1.83%+1,30413F-HRTimeline
CENTRAL TRUST Co187,041$3.78M0.07%+13,56013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC169,612$3.42M<0.01%+59,20013F-HRTimelineGroup
OneDigital Investment Advisors LLC168,327$3.4M0.03%-13,17213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP158,390$3.2M<0.01%-3,17213F-HRTimelineGroup
Janney Montgomery Scott LLC157,222$3.17M0.01%+7,30813F-HRTimeline
BOSTON FAMILY OFFICE LLC139,397$2.81M0.17%+16,05113F-HRTimeline
Integrated Wealth Concepts LLC136,028$2.75M0.01%+77,62613F-HRTimeline
D.A. DAVIDSON & CO.133,676$2.7M0.01%+27,12613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…127,242$2.57M<0.01%+5,95213F-HRTimelineGroup
LPL Financial LLC92,600$1.87M<0.01%-3,87513F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC86,561$1.75M0.06%+30013F-HRTimeline
Valmark Advisers, Inc.83,711$1.69M0.02%+26,20213F-HRTimeline
Cetera Investment Advisers82,940$1.67M<0.01%+3,13913F-HRTimeline
Smartleaf Asset Management LLC72,236$1.46M0.05%013F-HRTimeline
EIGHT 31 FINANCIAL, LLC68,555$1.38M0.82%+3,37713F-HRTimeline
L2 Asset Management, LLC66,158$1.34M0.14%+1,47013F-HRTimeline
Allworth Financial LP61,664$1.24M0.01%+60,64713F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA60,869$1.23M0.03%-2,71513F-HRTimelineGroup
Financial Engines Advisors L.L.C.58,450$1.18M<0.01%+1,00613F-HRTimeline
Creative Planningin group Creative Planning58,431$1.18M<0.01%-20,08813F-HRTimelineGroup
SIGNATUREFD, LLC57,652$1.16M0.02%+19,81813F-HRTimeline
SHELTON CAPITAL MANAGEMENT56,771$1.15M0.02%-1,15013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding51,586$1.04M+3,210Timeline
MOULTON WEALTH MANAGEMENT, INC49,511$995K0.65%-57,16013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.46,895$947K0.03%+10,58513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC45,658$922K<0.01%+14,05913F-HRTimelineGroup
MONECO ADVISORS, LLC41,322$861K0.05%new13F-HRTimeline
Community Financial Services Group, LLC41,068$825K0.12%new13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp38,089$769K0.02%-3,06513F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC36,105$729K0.01%+1,09213F-HRTimelineGroup
Montecito Bank & Trust35,531$717K0.11%+5,93013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC33,505$676K0.27%+2,05913F-HRTimeline
LANARK FINANCIAL, INC.33,344$673K0.05%-41513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC32,467$656K<0.01%-75513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC31,626$639K<0.01%-2,58213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC29,637$598K<0.01%+6,00013F-HRTimelineGroup
Old Port Advisors28,829$582K0.11%+5,50813F-HRTimeline
Summit Wealth Partners, LLC28,638$578K0.08%+8,22213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,388$573K<0.01%new13F-HRTimelineGroup
Modern Wealth Management, LLC26,952$544K0.01%new13F-HRTimeline
Compass Ion Advisors, LLC26,181$529K0.05%013F-HRTimeline
IFP Advisors, Inc25,406$513K0.01%+3,54813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,373$512K<0.01%+7,44813F-HRTimelineGroup
Visionary Wealth Advisors24,834$501K0.02%+4,15513F-HRTimeline
National Philanthropic Trust24,606$497K0.01%013F-HRTimeline
Atlantic Private Wealth, LLC21,936$443K0.27%-3,77413F-HRTimeline
DecisionMap Wealth Management, LLC21,577$436K0.24%+4,85613F-HRTimeline
Granite Harbor Advisors, Inc.20,590$416K0.16%013F-HRTimeline
Wealth Management Strategies, Inc.19,960$403K0.16%new13F-HRTimeline
Jacobi Capital Management LLC19,803$400K0.02%+13313F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…19,466$393K0.01%-55313F-HRTimelineGroup
CGN Advisors LLC18,964$383K0.03%+6813F-HRTimeline
XY Planning Network, Inc.18,964$383K0.05%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.18,633$376K0.01%+1,99713F-HRTimeline
Great Diamond Partners, LLC18,419$372K0.06%+5,77013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS18,108$366K<0.01%+3,51813F-HRTimeline
Reliant Wealth Planning16,898$341K0.09%013F-HRTimeline
Single Point Partners, LLC16,393$331K0.06%new13F-HRTimeline
STAR Financial Bank15,860$320K0.13%-70313F-HRTimeline
BIP Wealth, LLC15,605$315K0.01%-50013F-HRTimeline
Capital Investment Advisors, LLC14,778$298K<0.01%+1213F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE14,700$297K0.04%013F-HRTimeline
Physician Wealth Advisors, Inc.14,099$285K0.03%+9,07913F-HRTimeline
Guidance Point Advisors, LLC13,815$279K0.06%+32413F-HRTimeline
Vestmark Advisory Solutions, Inc.13,110$265K<0.01%new13F-HRTimeline
HM PAYSON & CO12,416$251K<0.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC11,886$240K<0.01%+1,93813F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC11,327$229K<0.01%013F-HRTimeline
Koshinski Asset Management, Inc.11,129$225K0.01%+53413F-HRTimeline
Mariner, LLCin group Mariner, LLC11,070$224K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…10,764$217K<0.01%new13F-HR/ATimeline
COLDSTREAM CAPITAL MANAGEMENT INC10,246$207K<0.01%-1,12113F-HRTimeline
Trust Co8,395$169K0.02%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp7,585$153K<0.01%013F-HRTimelineGroup
Bellecapital International Ltd.6,992$141K0.02%new13F-HRTimeline
BARRETT & COMPANY, INC.5,545$112K0.03%new13F-HRTimeline
Key Financial Inc5,365$108K0.02%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,233$106K<0.01%+213F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC4,895$98.8K0.01%new13F-HRTimeline
JPL Wealth Management, LLC4,230$85.4K0.02%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS4,149$83.8K0.01%new13F-HRTimeline
CNB Bank4,054$81.9K0.03%+19413F-HRTimeline
Bogart Wealth, LLC3,591$72.5K<0.01%013F-HRTimeline
TD Capital Management LLC2,479$50K<0.01%+2513F-HRTimeline
Clearstead Advisors, LLC2,450$49.5K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,720$34.7K<0.01%+50013F-HRTimelineGroup
PRIVATE TRUST CO NA1,280$25.8K<0.01%013F-HRTimeline
Longview Financial Advisors LLC1,243$25.1K0.01%new13F-HRTimeline
Hyposwiss Advisors SA1,160$23.4K0.02%new13F-HRTimeline
Crews Bank & Trust1,150$23.2K<0.01%013F-HRTimeline
Pflug Koory, LLC884$17.8K0.01%013F-HRTimeline
First PREMIER Bank837$17K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…748$15.1K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC682$13.8K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/620$12.5K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC617$12.5K<0.01%013F-HRTimeline
NBH Bank280$5.65K<0.01%13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC142$2.87K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC96$1.94K<0.01%new13F-HRTimelineGroup