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Disclosery

IBTL ISHARES TR

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IBONDS DEC 2031 (fund)

119 managers (120 13F filers) reported a position in IBTL shares at 2025-12-31, 17,080,111 shares in all. 21 filers opened a position and 10 filers sold out during the quarter.

Managers
119
13F filers
120
New
21
Added
59
Reduced
20
Sold out
10
Shares held by filers
17,080,111

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/MN2,447,268$50.2M0.01%+190,69513F-HRTimelineGroup
TRUE Private Wealth Advisors1,939,888$39.8M3.99%+12,35813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/773,400$15.9M<0.01%-32,99413F-HRTimelineGroup
Krilogy Financial LLC678,143$13.9M0.47%+29,12613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY661,495$13.6M<0.01%-59,23013F-HR/ATimelineGroup
NewEdge Advisors, LLC608,344$12.5M0.05%+66,27213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC474,850$9.75M<0.01%-20,59313F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC469,677$9.64M0.14%+172,52013F-HRTimeline
Probity Advisors, Inc.451,864$9.27M1.49%+44,86113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC404,611$8.3M<0.01%+159,43513F-HRTimelineGroup
Snowden Capital Advisors LLC397,435$8.16M0.21%+16,92113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC374,926$7.7M<0.01%+316,02713F-HRTimelineGroup
Legacy Private Trust Co.374,400$7.68M0.45%new13F-HRTimeline
Headland Capital, LLC366,476$7.52M2.09%+10,40513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA343,232$7.04M<0.01%+210,39113F-HRTimelineGroup
HighTower Advisors, LLC341,737$7.01M0.01%+78,48213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…317,769$6.52M0.04%+93,06413F-HRTimelineGroup
FORONJY FINANCIAL LLC308,435$6.33M2.64%+15,98613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC295,120$6.06M0.05%-104,38113F-HRTimelineGroup
SPRENG CAPITAL MANAGEMENT, INC.271,451$5.57M2.19%+15,22413F-HRTimeline
FAGAN ASSOCIATES, INC.271,174$5.57M0.74%+4,42713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV219,408$4.5M0.01%+91,67513F-HRTimeline
Stockman Wealth Management, Inc.217,743$4.47M0.52%+24,03513F-HR/ATimeline
Yoder Wealth Management, Inc.216,536$4.44M2.02%-4,43013F-HRTimeline
UBS Group AGin group UBS Group AG199,748$4.1M<0.01%-89,09613F-HRTimelineGroup
Whalen Wealth Management Inc.197,091$4.05M2.17%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC187,518$3.85M0.23%+41,35413F-HRTimeline
Parallel Advisors, LLC170,382$3.5M0.06%+23,14513F-HRTimeline
Accretive Wealth Partners, LLC168,609$3.46M1.03%+4,94313F-HRTimeline
CENTRAL TRUST Co165,278$3.39M0.07%+16,71913F-HRTimeline
Asset Dedication, LLC143,426$2.94M0.19%+108,69313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…137,084$2.81M0.07%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC135,447$2.78M<0.01%+65,51113F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP120,716$2.48M<0.01%+15,65613F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC105,256$2.16M0.14%+10,22713F-HRTimeline
Keeler Thomas Management LLC91,530$1.88M0.9%+96113F-HRTimeline
Janney Montgomery Scott LLC89,317$1.83M<0.01%+49,67513F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA84,617$1.74M0.05%new13F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC83,312$1.71M0.07%+3,85013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC78,176$1.6M<0.01%-4,68213F-HRTimelineGroup
Creative Planningin group Creative Planning76,223$1.56M<0.01%-38,09913F-HRTimelineGroup
Private Advisor Group, LLC72,538$1.49M0.01%new13F-HRTimeline
Smartleaf Asset Management LLC72,300$1.49M0.06%new13F-HRTimeline
LPL Financial LLC66,155$1.36M<0.01%-18,64413F-HRTimeline
EIGHT 31 FINANCIAL, LLC64,218$1.32M0.72%-4,69813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…59,430$1.22M<0.01%+8,57813F-HR/ATimelineGroup
L2 Asset Management, LLC59,375$1.22M0.16%+3,19413F-HRTimeline
CWM, LLCin group CWM, LLC57,176$1.17M<0.01%+28,98313F-HRTimelineGroup
Financial Engines Advisors L.L.C.56,554$1.16M<0.01%+16,69313F-HRTimeline
Valmark Advisers, Inc.55,470$1.14M0.01%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding50,358$1.03M-10,964Timeline
Cetera Investment Advisers45,952$943K<0.01%+2,69913F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp38,969$800K0.02%+4,43713F-HRTimelineGroup
LANARK FINANCIAL, INC.38,198$784K0.06%new13F-HRTimeline
SIGNATUREFD, LLC34,665$711K0.01%+2,18113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC34,548$709K0.01%+2,52913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.33,047$678K<0.01%-119,93413F-HRTimelineGroup
D.A. DAVIDSON & CO.30,470$625K<0.01%new13F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE29,400$603K0.05%+14,70013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC28,076$576K<0.01%-1,03913F-HRTimeline
Compass Ion Advisors, LLC26,181$537K0.05%013F-HRTimeline
Atlantic Private Wealth, LLC26,112$536K0.34%+413F-HRTimeline
Montecito Bank & Trust25,970$533K0.08%+7,34513F-HRTimeline
Integrated Wealth Concepts LLC25,870$531K0.01%-11,28613F-HRTimeline
FLOW TRADERS U.S. LLC25,090$515K0.02%new13F-HRTimeline
Leo Wealth, LLC24,808$509K0.04%+77413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC24,765$508K<0.01%+68713F-HRTimelineGroup
National Philanthropic Trust24,606$505K<0.01%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC23,637$485K<0.01%013F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC21,615$444K0.23%+9,20113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.21,495$441K0.02%013F-HRTimeline
Walleye Partners, LLC21,340$438K0.49%13F-HRTimeline
STAR Financial Bank21,185$435K0.22%-34813F-HRTimeline
IFP Advisors, Inc21,112$433K0.01%-3,97613F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…21,014$431K0.01%013F-HRTimelineGroup
Summit Wealth Partners, LLC20,416$419K0.08%013F-HRTimeline
Visionary Wealth Advisors19,930$409K0.02%-1,43613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS19,379$398K<0.01%new13F-HRTimeline
Jacobi Capital Management LLC19,283$396K0.02%+1,38013F-HRTimeline
HARBOUR INVESTMENTS, INC.18,494$380K0.01%+5,27313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,703$363K<0.01%+2,70113F-HRTimelineGroup
Reliant Wealth Planning16,898$347K0.11%+2,42813F-HRTimeline
DecisionMap Wealth Management, LLC16,721$343K0.21%+6,89913F-HRTimeline
CGN Advisors LLC15,735$323K0.03%+2,42413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC14,794$304K0.02%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC13,368$274K0.02%+17213F-HRTimeline
Guidance Point Advisors, LLC12,883$264K0.06%+27213F-HRTimeline
Capital Investment Advisors, LLC12,162$250K<0.01%new13F-HRTimeline
BIP Wealth, LLC12,033$247K0.01%new13F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC11,489$236K<0.01%013F-HRTimeline
REBALANCE, LLC11,028$226K0.01%-213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC10,732$220K<0.01%013F-HRTimeline
Koshinski Asset Management, Inc.10,384$213K0.01%new13F-HRTimeline
Trust Co8,370$172K0.02%+113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp7,585$156K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.5,545$114K0.04%new13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co5,171$106K0.01%+8113F-HRTimelineGroup
Physician Wealth Advisors, Inc.5,020$103K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC4,400$90.3K0.02%+48213F-HRTimeline
CNB Bank3,878$79.6K0.03%-2,72013F-HRTimeline
Bogart Wealth, LLC3,591$73.7K<0.01%+1,38313F-HRTimeline
Federation des caisses Desjardins du Qu…3,160$64.9K<0.01%-1,817,95413F-HRTimeline
COMERICA BANK2,968$60.9K<0.01%+7213F-HRTimeline
TD Capital Management LLC2,439$50.1K<0.01%new13F-HRTimeline
MAI Capital Management2,000$41K<0.01%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,855$38.1K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA1,280$26.3K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,220$25K<0.01%new13F-HRTimelineGroup
Crews Bank & Trust1,150$23.6K<0.01%013F-HRTimeline
Clayton Financial Group LLC1,090$22.4K0.01%new13F-HRTimeline
Allworth Financial LP1,017$20.9K<0.01%013F-HRTimeline
Pflug Koory, LLC884$18.1K0.01%013F-HRTimeline
First PREMIER Bank837$17K<0.01%+15513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/659$13.5K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC617$12.7K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO517$10.6K<0.01%013F-HRTimelineGroup
2UniFi Bank280$5.75K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.193$4K<0.01%+213F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC142$2.92K<0.01%13F-HRTimeline