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Disclosery

IBTL ISHARES TR

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IBONDS DEC 2031 (fund)

108 managers (110 13F filers) reported a position in IBTL shares at 2025-09-30, 16,402,153 shares in all. 20 filers opened a position and 6 filers sold out during the quarter.

Managers
108
13F filers
110
New
20
Added
57
Reduced
14
Sold out
6
Shares held by filers
16,402,153

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/MN2,256,573$46.4M0.01%+79,28813F-HRTimelineGroup
TRUE Private Wealth Advisors1,927,530$39.6M4.05%+18,85213F-HRTimeline
Federation des caisses Desjardins du Qu…1,821,114$37.5M0.15%+40,15513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/806,394$16.6M<0.01%-67,71813F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY720,725$14.8M<0.01%+312,35613F-HR/ATimelineGroup
Krilogy Financial LLC649,017$13.3M0.5%+77,47413F-HRTimeline
NewEdge Advisors, LLC542,072$11.2M0.05%+536,13913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC495,443$10.2M<0.01%+141,98813F-HRTimelineGroup
Probity Advisors, Inc.407,003$8.37M1.36%+51,98813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC399,501$8.22M0.06%+67,55513F-HRTimelineGroup
Snowden Capital Advisors LLC380,514$7.83M0.21%+5,00413F-HRTimeline
Headland Capital, LLC356,071$7.32M2.06%+12,97413F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC297,157$6.11M0.09%-7,74413F-HRTimeline
FORONJY FINANCIAL LLC292,449$6.02M2.64%+32,56313F-HRTimeline
UBS Group AGin group UBS Group AG288,844$5.94M<0.01%+6,73413F-HRTimelineGroup
FAGAN ASSOCIATES, INC.266,747$5.49M0.76%-81213F-HRTimeline
HighTower Advisors, LLC263,255$5.42M0.01%+25,36113F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.256,227$5.27M2.1%+4,53513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC245,176$5.04M<0.01%+85,12413F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…224,705$4.62M0.03%+88,09713F-HRTimelineGroup
Yoder Wealth Management, Inc.220,966$4.55M2.15%+16,47513F-HRTimeline
Stockman Wealth Management, Inc.193,708$3.98M0.49%+14,99613F-HRTimeline
Accretive Wealth Partners, LLC163,666$3.37M1.03%+3,46413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.152,981$3.15M0.02%-27,01913F-HRTimelineGroup
CENTRAL TRUST Co148,559$3.06M0.06%+8,58713F-HRTimeline
Parallel Advisors, LLC147,237$3.03M0.06%+12,24113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC146,164$3.01M0.19%+56,53713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA132,841$2.73M<0.01%+15,45213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV127,733$2.63M<0.01%+116,25513F-HRTimeline
Creative Planningin group Creative Planning114,322$2.35M<0.01%-11,56913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP105,060$2.16M<0.01%+3,00613F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC95,029$1.96M0.12%+92513F-HRTimeline
COUNTRY CLUB BANK91,829$1.89M0.11%-3,35013F-HRTimeline
Keeler Thomas Management LLC90,569$1.86M0.76%+1,67313F-HRTimeline
LPL Financial LLC84,799$1.74M<0.01%+3,83413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC82,858$1.7M<0.01%+68,31513F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC79,462$1.63M0.06%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC69,936$1.44M<0.01%-24,26413F-HRTimelineGroup
EIGHT 31 FINANCIAL, LLC68,916$1.42M0.8%+16,38013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding61,322$1.26M+12,757Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC58,899$1.21M<0.01%+2,56713F-HRTimelineGroup
L2 Asset Management, LLC56,181$1.16M0.17%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…50,852$1.05M<0.01%+9,24213F-HRTimelineGroup
Cetera Investment Advisers43,253$890K<0.01%+1,50913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC41,030$844K<0.01%+3,46913F-HRTimelineGroup
Financial Engines Advisors L.L.C.39,861$820K<0.01%+1213F-HRTimeline
Janney Montgomery Scott LLC39,642$815K<0.01%+6,01613F-HRTimeline
Integrated Wealth Concepts LLC37,156$764K0.01%+10,72013F-HRTimeline
Asset Dedication, LLC34,733$714K0.05%+33,68913F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp34,532$710K0.02%+3,74513F-HRTimelineGroup
SIGNATUREFD, LLC32,484$668K0.01%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC32,019$659K0.01%+3,14213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC29,115$599K<0.01%+7413F-HRTimeline
CWM, LLCin group CWM, LLC28,193$580K<0.01%+19,78613F-HRTimelineGroup
OLD MISSION CAPITAL LLC27,650$569K0.02%new13F-HRTimeline
Compass Ion Advisors, LLC26,181$539K0.05%013F-HRTimeline
Atlantic Private Wealth, LLC26,108$537K0.35%-2,97513F-HRTimeline
IFP Advisors, Inc25,088$516K0.01%-65,39513F-HR/ATimeline
National Philanthropic Trust24,606$506K0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC24,078$495K<0.01%+4,85913F-HRTimelineGroup
Leo Wealth, LLC24,034$494K0.06%+22113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC23,637$486K<0.01%new13F-HRTimelineGroup
STAR Financial Bank21,533$443K0.26%-81,44313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.21,495$442K0.02%+8,83013F-HRTimeline
Visionary Wealth Advisors21,366$439K0.02%+5,44013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…21,014$432K0.01%-1,46013F-HRTimelineGroup
Summit Wealth Partners, LLC20,416$420K0.08%013F-HRTimeline
Montecito Bank & Trust18,625$383K0.06%13F-HRTimeline
Jacobi Capital Management LLC17,903$368K0.02%+11613F-HRTimeline
Strategic Blueprint, LLC15,533$320K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,002$309K<0.01%-1,71213F-HRTimelineGroup
SMITHBRIDGE ASSET MANAGEMENT INC/DE14,700$302K0.04%new13F-HRTimeline
Reliant Wealth Planning14,470$298K0.1%013F-HRTimeline
CGN Advisors LLC13,311$274K0.02%+2413F-HRTimeline
HARBOUR INVESTMENTS, INC.13,221$272K0.01%+13213F-HRTimeline
Jaffetilchin Investment Partners, LLC13,196$271K0.02%+13213F-HRTimeline
Guidance Point Advisors, LLC12,611$259K0.06%+2,28413F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC12,414$255K0.14%+85213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC11,489$236K<0.01%013F-HRTimeline
REBALANCE, LLC11,030$227K0.01%+11113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC10,732$221K<0.01%013F-HRTimeline
DecisionMap Wealth Management, LLC9,822$202K0.13%013F-HRTimeline
Trust Co8,369$172K0.02%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp7,585$156K<0.01%new13F-HRTimelineGroup
CNB Bank6,598$136K0.06%new13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co5,090$105K0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.5,020$103K0.01%013F-HRTimeline
JPL Wealth Management, LLC4,230$87K0.02%new13F-HRTimeline
Cherry Tree Wealth Management, LLC3,918$80.6K0.02%013F-HRTimeline
COMERICA BANK2,896$59.6K<0.01%+1,00213F-HRTimeline
Bogart Wealth, LLC2,208$45.4K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC2,000$41.1K0.02%-2,25013F-HRTimeline
Advisory Services Network, LLC1,296$26.7K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA1,280$26.3K<0.01%013F-HRTimeline
Crews Bank & Trust1,150$23.7K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC1,070$22K0.01%new13F-HRTimeline
Allworth Financial LP1,017$20.9K<0.01%013F-HRTimeline
Pflug Koory, LLC884$18.2K0.01%new13F-HRTimeline
First PREMIER Bank682$14K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/659$13.6K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC617$12.7K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO517$10.6K<0.01%new13F-HR/ATimelineGroup
LOGAN CAPITAL MANAGEMENT INC334$6.87K<0.01%+3013F-HRTimeline
GPS Wealth Strategies Group, LLC304$6.25K<0.01%new13F-HRTimeline
2UniFi Bank280$5.76K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC269$5.53K<0.01%new13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.191$4K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC0$00%-1013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.