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Disclosery

IBTL ISHARES TR

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IBONDS DEC 2031 (fund)

76 managers (77 13F filers) reported a position in IBTL shares at 2024-12-31, 9,769,594 shares in all. 11 filers opened a position and 7 filers sold out during the quarter.

Managers
76
13F filers
77
New
11
Added
38
Reduced
12
Sold out
7
Shares held by filers
9,769,594

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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/MN2,118,382$41.9M0.01%+464,69213F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,747,603$34.6M0.18%+111,61113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/631,691$12.5M<0.01%+73,05913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC517,042$10.2M<0.01%+254,14513F-HRTimelineGroup
Krilogy Financial LLC490,194$9.71M0.65%-24,20613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY372,626$7.38M<0.01%+76813F-HR/ATimelineGroup
Snowden Capital Advisors LLC341,517$6.76M0.21%+19,32313F-HRTimeline
UBS Group AGin group UBS Group AG280,989$5.56M<0.01%+3,05313F-HRTimelineGroup
FAGAN ASSOCIATES, INC.249,300$4.94M0.78%+30,78213F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.210,271$4.16M1.81%-1,38713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC187,895$3.72M0.04%+158,94813F-HRTimelineGroup
Probity Advisors, Inc.183,855$3.64M0.7%+61,68913F-HRTimeline
HighTower Advisors, LLC168,192$3.33M<0.01%+42,97913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA150,800$2.99M<0.01%+65,59213F-HRTimelineGroup
LPL Financial LLC150,635$2.98M<0.01%+3,10113F-HRTimeline
Yoder Wealth Management, Inc.149,121$2.95M1.63%+42,34013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.146,850$2.91M0.03%-22,16313F-HRTimelineGroup
NewEdge Advisors, LLC137,393$2.72M0.02%+40,62113F-HRTimeline
Accretive Wealth Partners, LLC119,208$2.36M1%+1,49113F-HRTimeline
Stockman Wealth Management, Inc.113,716$2.25M0.35%+41,31713F-HRTimeline
COUNTRY CLUB BANK104,025$2.06M0.14%+2,50613F-HRTimeline
Creative Planningin group Creative Planning92,741$1.84M<0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co86,606$1.71M0.04%+80,61313F-HRTimeline
IFP Advisors, Inc85,287$1.69M0.06%-1,98513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP82,869$1.64M<0.01%+1,65013F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC72,213$1.43M0.1%+2,54813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC63,046$1.25M0.08%+13,44513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC56,643$1.12M<0.01%13F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding55,626$1.1M+6,755Timeline
Atlantic Private Wealth, LLC52,932$1.05M0.79%+10,42213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,249$797K<0.01%+15,57513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC32,994$653K<0.01%-4,99113F-HRTimelineGroup
Cetera Investment Advisers32,186$637K<0.01%+3,41713F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC30,323$600K0.03%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC29,473$584K<0.01%+4,10613F-HRTimeline
Financial Engines Advisors L.L.C.27,098$537K<0.01%+9,76913F-HRTimeline
Compass Ion Advisors, LLC26,181$518K0.06%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,167$518K<0.01%-4,78313F-HR/ATimelineGroup
Integrated Wealth Concepts LLC25,548$506K0.01%+4,85613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC22,243$440K0.01%+95113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21,156$419K<0.01%+2,53513F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding19,764$391K+8,874Timeline
Cerity Partners LLCin group Cerity Partners LLC19,302$382K<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC17,802$352K0.01%+47913F-HRTimeline
Mendota Financial Group, LLC17,785$352K0.23%-4,74513F-HRTimeline
Jacobi Capital Management LLC17,398$344K0.03%+4,39713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,166$300K<0.01%-5,21113F-HRTimelineGroup
CGN Advisors LLC13,178$261K0.03%new13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp12,266$243K0.01%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC12,167$241K0.01%-8,48513F-HRTimeline
STAR Financial Bank11,557$229K0.16%013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC11,498$228K<0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,062$219K<0.01%+13313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV10,498$208K<0.01%+12213F-HRTimeline
Trust Co8,372$166K0.02%+1,54813F-HRTimeline
WASHINGTON TRUST Co7,500$148K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.5,020$99.4K0.02%new13F-HRTimeline
Cherry Tree Wealth Management, LLC3,323$65.8K0.02%+1513F-HRTimeline
SIGNATUREFD, LLC2,734$54.1K<0.01%new13F-HRTimeline
COMERICA BANK2,541$50.3K<0.01%013F-HR/ATimeline
Spectrum Wealth Counsel, LLC2,454$48.6K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC2,375$47K<0.01%+1713F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC2,264$45K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC2,208$43.7K<0.01%new13F-HRTimeline
Parallel Advisors, LLC1,777$35.2K<0.01%-1,17413F-HRTimeline
PRIVATE TRUST CO NA1,280$25.3K<0.01%013F-HRTimeline
Crews Bank & Trust1,150$22.8K<0.01%13F-HRTimeline
Allworth Financial LP1,017$20.1K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC825$16.3K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust751$14.9K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC629$12.5K<0.01%+5113F-HRTimeline
Asset Dedication, LLC354$7.01K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC343$6.81K<0.01%13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC304$6.01K<0.01%013F-HRTimeline
First PREMIER Bank44$1K<0.01%-2713F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.