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Disclosery

IBTL ISHARES TR

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IBONDS DEC 2031 (fund)

95 managers (96 13F filers) reported a position in IBTL shares at 2025-06-30, 14,468,854 shares in all. 10 filers opened a position and 3 filers sold out during the quarter.

Managers
95
13F filers
96
New
10
Added
44
Reduced
26
Sold out
3
Shares held by filers
14,468,854

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/MN2,177,285$44.6M0.01%-36,13713F-HRTimelineGroup
TRUE Private Wealth Advisors1,908,678$39.1M4.4%+243,35613F-HRTimeline
Federation des caisses Desjardins du Qu…1,780,959$36.5M0.16%+22,51613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/874,112$17.9M<0.01%+83,82113F-HRTimelineGroup
Krilogy Financial LLC571,543$11.7M0.67%-4,84813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY408,369$8.37M<0.01%+6,64213F-HRTimelineGroup
Snowden Capital Advisors LLC375,510$7.7M0.23%+54013F-HRTimeline
Probity Advisors, Inc.355,015$7.28M1.28%+70,47313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC353,455$7.25M<0.01%-173,13413F-HRTimelineGroup
Headland Capital, LLC343,097$7.03M2.13%+15,99813F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC331,946$6.8M0.06%+53,00513F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC304,901$6.25M0.09%-2,03813F-HRTimeline
UBS Group AGin group UBS Group AG282,110$5.78M<0.01%-1,28613F-HRTimelineGroup
FAGAN ASSOCIATES, INC.267,559$5.48M0.85%+17,38013F-HRTimeline
FORONJY FINANCIAL LLC259,886$5.33M2.49%13F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.251,692$5.16M2.13%+14,63613F-HRTimeline
HighTower Advisors, LLC237,894$4.88M0.01%-31613F-HRTimeline
Yoder Wealth Management, Inc.204,491$4.19M2.18%+34,25513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.180,000$3.69M0.03%+1,25113F-HRTimelineGroup
Stockman Wealth Management, Inc.178,712$3.66M0.5%+19,37513F-HRTimeline
Accretive Wealth Partners, LLC160,202$3.28M1.08%+9,15213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC160,052$3.28M<0.01%+69,28413F-HRTimelineGroup
CENTRAL TRUST Co139,972$2.87M0.07%-3,25713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…136,608$2.8M0.02%+70,99513F-HRTimelineGroup
Parallel Advisors, LLC134,996$2.77M0.06%+14,31813F-HRTimeline
Creative Planningin group Creative Planning125,891$2.58M<0.01%+58013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA117,389$2.41M<0.01%-35,30413F-HR/ATimelineGroup
STAR Financial Bank102,976$2.11M1.34%+41,96613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP102,054$2.09M<0.01%+7,38713F-HRTimelineGroup
COUNTRY CLUB BANK95,179$1.95M0.12%-7,60213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC94,200$1.93M<0.01%-19,74813F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC94,104$1.93M0.13%+17,34613F-HRTimeline
IFP Advisors, Inc90,483$1.85M0.05%-3,86813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC89,627$1.84M0.13%+3,89313F-HRTimeline
Keeler Thomas Management LLC88,896$1.82M0.78%+17,20213F-HRTimeline
LPL Financial LLC80,965$1.66M<0.01%-48,95413F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC79,462$1.63M0.07%+12213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC56,332$1.15M<0.01%+4,09513F-HRTimelineGroup
EIGHT 31 FINANCIAL, LLC52,536$1.08M0.71%-16,83313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding48,565$996K-28,250Timeline
Cetera Investment Advisers41,744$856K<0.01%+3,52013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…41,610$853K<0.01%+12,69713F-HRTimelineGroup
Financial Engines Advisors L.L.C.39,849$817K<0.01%-44413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC37,561$770K<0.01%+24,32313F-HRTimelineGroup
Janney Montgomery Scott LLC33,626$689K<0.01%+1,65713F-HRTimeline
SIGNATUREFD, LLC32,484$666K0.01%+19,74813F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp30,787$631K0.02%+10,82213F-HRTimelineGroup
Atlantic Private Wealth, LLC29,083$596K0.4%-32,44713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC29,041$595K<0.01%+53113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC28,877$592K0.01%+4,39613F-HRTimelineGroup
Integrated Wealth Concepts LLC26,436$542K0.01%+6613F-HRTimeline
Compass Ion Advisors, LLC26,181$537K0.06%013F-HRTimeline
Leo Wealth, LLC23,813$488K0.04%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…22,474$461K0.01%-74013F-HRTimelineGroup
Summit Wealth Partners, LLC20,416$419K0.08%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC19,219$394K<0.01%-8613F-HRTimelineGroup
Jacobi Capital Management LLC17,787$365K0.02%+37913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,714$343K<0.01%-16,44013F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,046$329K<0.01%new13F-HRTimelineGroup
Visionary Wealth Advisors15,926$326K0.02%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,543$298K<0.01%-11,70613F-HRTimelineGroup
Reliant Wealth Planning14,470$297K0.12%new13F-HRTimeline
CGN Advisors LLC13,287$272K0.02%+7313F-HRTimeline
HARBOUR INVESTMENTS, INC.13,089$268K0.01%+4,49413F-HRTimeline
Jaffetilchin Investment Partners, LLC13,064$268K0.02%+13113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.12,665$260K0.01%new13F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC11,562$237K0.16%+11513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC11,489$236K<0.01%-913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,478$235K<0.01%new13F-HRTimeline
REBALANCE, LLC10,919$224K0.02%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,757$221K<0.01%-25213F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC10,732$220K<0.01%013F-HRTimeline
Guidance Point Advisors, LLC10,327$212K0.05%+2713F-HRTimeline
DecisionMap Wealth Management, LLC9,822$201K0.14%new13F-HRTimeline
CWM, LLCin group CWM, LLC8,407$172K<0.01%+2,00013F-HRTimelineGroup
Trust Co8,369$172K0.02%-313F-HRTimeline
NewEdge Advisors, LLC5,933$122K<0.01%-23,90413F-HRTimeline
Physician Wealth Advisors, Inc.5,020$103K0.02%013F-HRTimeline
BARRETT & COMPANY, INC.4,435$92.1K0.03%new13F-HRTimeline
Lowe Wealth Advisors, LLC4,250$87.1K0.03%013F-HRTimeline
Cherry Tree Wealth Management, LLC3,918$80.3K0.02%+59513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,264$46K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC2,208$45.3K<0.01%013F-HRTimeline
COMERICA BANK1,894$38.8K<0.01%-2,55213F-HRTimeline
PRIVATE TRUST CO NA1,280$26.2K<0.01%013F-HRTimeline
Crews Bank & Trust1,150$23.6K<0.01%013F-HRTimeline
Asset Dedication, LLC1,044$21.4K<0.01%+41213F-HRTimeline
Allworth Financial LP1,017$20.8K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust761$15.6K<0.01%+1013F-HRTimeline
First PREMIER Bank682$14K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC304$6.23K<0.01%013F-HRTimeline
2UniFi Bank280$5.74K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/47$963<0.01%new13F-HR/ATimelineGroup
Golden State Wealth Management, LLC10$208<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.