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Disclosery

IBTL ISHARES TR

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IBONDS DEC 2031 (fund)

88 managers (89 13F filers) reported a position in IBTL shares at 2025-03-31, 13,835,764 shares in all. 18 filers opened a position and 6 filers sold out during the quarter.

Managers
88
13F filers
89
New
18
Added
48
Reduced
8
Sold out
6
Shares held by filers
13,835,764

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/MN2,213,422$45M0.01%+95,04013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,758,443$35.7M0.18%+10,84013F-HRTimeline
TRUE Private Wealth Advisors1,665,322$33.9M4.11%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/790,291$16.1M<0.01%+158,60013F-HRTimelineGroup
Krilogy Financial LLC576,391$11.7M0.76%+86,19713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC526,589$10.7M<0.01%+9,54713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY401,727$8.17M<0.01%+29,10113F-HRTimelineGroup
Snowden Capital Advisors LLC374,970$7.62M0.24%+33,45313F-HRTimeline
Headland Capital, LLC327,099$6.65M2.21%new13F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC306,939$6.24M0.09%new13F-HRTimeline
Probity Advisors, Inc.284,542$5.78M1.11%+100,68713F-HRTimeline
UBS Group AGin group UBS Group AG283,396$5.76M<0.01%+2,40713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC278,941$5.67M0.07%+91,04613F-HRTimelineGroup
FAGAN ASSOCIATES, INC.250,179$5.09M0.85%+87913F-HRTimeline
HighTower Advisors, LLC238,210$4.84M0.01%+70,01813F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.237,056$4.82M2.18%+26,78513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.178,749$3.63M0.03%+31,89913F-HRTimelineGroup
Yoder Wealth Management, Inc.170,236$3.46M1.95%+21,11513F-HRTimeline
Stockman Wealth Management, Inc.159,337$3.24M0.48%+45,62113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA152,693$3.1M<0.01%+1,89313F-HR/ATimelineGroup
Accretive Wealth Partners, LLC151,050$3.07M1.08%+31,84213F-HRTimeline
CENTRAL TRUST Co143,229$2.91M0.07%+56,62313F-HRTimeline
FLOW TRADERS U.S. LLC139,520$2.84M0.12%+127,35313F-HRTimeline
LPL Financial LLC129,919$2.64M<0.01%-20,71613F-HRTimeline
Creative Planningin group Creative Planning125,311$2.55M<0.01%+32,57013F-HRTimelineGroup
Parallel Advisors, LLC120,678$2.45M0.06%+118,90113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC113,948$2.32M<0.01%+98,78213F-HR/ATimelineGroup
COUNTRY CLUB BANK102,781$2.08M0.14%-1,24413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP94,667$1.92M<0.01%+11,79813F-HRTimelineGroup
IFP Advisors, Inc94,351$1.92M0.06%+9,06413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC90,768$1.85M<0.01%+57,77413F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC85,734$1.74M0.11%+22,68813F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC79,340$1.61M0.07%+49,01713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding76,815$1.56M+21,189Timeline
BOSTON FAMILY OFFICE LLC76,758$1.56M0.11%+4,54513F-HRTimeline
Keeler Thomas Management LLC71,694$1.46M0.71%new13F-HRTimeline
EIGHT 31 FINANCIAL, LLC69,369$1.41M0.9%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…65,613$1.33M0.01%new13F-HRTimelineGroup
Atlantic Private Wealth, LLC61,530$1.25M0.92%+8,59813F-HRTimeline
STAR Financial Bank61,010$1.24M0.91%+49,45313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO52,369$1.06M<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC52,237$1.06M<0.01%-4,40613F-HRTimelineGroup
Financial Engines Advisors L.L.C.40,293$819K<0.01%+13,19513F-HRTimeline
Cetera Investment Advisers38,224$777K<0.01%+6,03813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,154$674K<0.01%+6,98713F-HRTimelineGroup
Janney Montgomery Scott LLC31,969$650K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC29,837$607K<0.01%-107,55613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…28,913$588K<0.01%+7,75713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC28,510$580K<0.01%-96313F-HRTimeline
Integrated Wealth Concepts LLC26,370$536K0.01%+82213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,249$534K<0.01%new13F-HRTimelineGroup
Compass Ion Advisors, LLC26,181$532K0.06%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC24,481$498K0.01%+2,23813F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…23,214$472K0.01%+3,45013F-HRTimelineGroup
Summit Wealth Partners, LLC20,416$415K0.08%new13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp19,965$406K0.01%+7,69913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC19,305$392K<0.01%+313F-HRTimelineGroup
Jacobi Capital Management LLC17,408$354K0.03%+1013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,238$269K<0.01%new13F-HR/ATimelineGroup
CGN Advisors LLC13,214$269K0.03%+3613F-HRTimeline
Jaffetilchin Investment Partners, LLC12,933$263K0.02%new13F-HRTimeline
SIGNATUREFD, LLC12,736$259K<0.01%+10,00213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC11,498$234K<0.01%013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC11,447$233K0.18%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,009$224K<0.01%-5313F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC10,732$218K<0.01%new13F-HRTimeline
Guidance Point Advisors, LLC10,300$209K0.06%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.8,595$175K<0.01%new13F-HRTimeline
Trust Co8,372$170K0.02%013F-HRTimeline
WASHINGTON TRUST Co7,500$152K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC6,407$130K<0.01%+4,03213F-HRTimelineGroup
Physician Wealth Advisors, Inc.5,020$102K0.02%013F-HRTimeline
COMERICA BANK4,446$90.4K<0.01%+1,90513F-HRTimeline
Lowe Wealth Advisors, LLC4,250$86.4K0.04%new13F-HRTimeline
Cherry Tree Wealth Management, LLC3,323$67.6K0.02%013F-HRTimeline
Spectrum Wealth Counsel, LLC2,454$49.9K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,264$46K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC2,208$44.9K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,280$26K<0.01%013F-HRTimeline
Crews Bank & Trust1,150$23.4K<0.01%013F-HRTimeline
Allworth Financial LP1,017$20.6K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust751$15.3K<0.01%013F-HRTimeline
First PREMIER Bank682$14K<0.01%+63813F-HRTimeline
Asset Dedication, LLC632$12.8K<0.01%+27813F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC304$6.18K<0.01%013F-HRTimeline
2UniFi Bank280$5.68K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC10$204<0.01%-33313F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.