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Disclosery

IBTL ISHARES TR

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IBONDS DEC 2031 (fund)

127 managers (128 13F filers) reported a position in IBTL shares at 2026-03-31, 21,757,101 shares in all. 16 filers opened a position and 9 filers sold out during the quarter.

Managers
127
13F filers
128
New
16
Added
69
Reduced
21
Sold out
9
Shares held by filers
21,757,101

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/MN2,958,826$60.4M0.01%+511,55813F-HR/ATimelineGroup
TRUE Private Wealth Advisors1,862,284$38M3.62%-77,60413F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC1,202,814$24.5M0.38%+733,13713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC955,082$19.5M1.47%+940,28813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC857,874$17.5M<0.01%+453,26313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/788,860$16.1M<0.01%+15,46013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY717,089$14.6M<0.01%+55,59413F-HRTimelineGroup
Krilogy Financial LLC705,440$14.4M0.46%+27,29713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC652,473$13.3M<0.01%+177,62313F-HR/ATimelineGroup
NewEdge Advisors, LLC638,564$13M0.05%+30,22013F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC541,312$11M0.09%+246,19213F-HRTimelineGroup
Probity Advisors, Inc.503,140$10.3M1.63%+51,27613F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC495,824$10.1M4.46%new13F-HRTimeline
Legacy Private Trust Co.428,215$8.74M0.54%+53,81513F-HRTimeline
Snowden Capital Advisors LLC400,392$8.17M0.22%+2,95713F-HRTimeline
Headland Capital, LLC374,930$7.65M2.15%+8,45413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC366,986$7.49M<0.01%-7,94013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…363,176$7.4M0.05%+45,40713F-HRTimelineGroup
HighTower Advisors, LLC357,981$7.3M0.01%+16,24413F-HRTimeline
FORONJY FINANCIAL LLC316,496$6.46M2.68%+8,06113F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.305,422$6.23M2.94%+33,97113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA293,263$5.98M<0.01%-49,96913F-HRTimelineGroup
FAGAN ASSOCIATES, INC.272,203$5.55M0.77%+1,02913F-HRTimeline
Stockman Wealth Management, Inc.252,186$5.14M0.57%+34,44313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV232,834$4.75M0.01%+13,42613F-HRTimeline
Yoder Wealth Management, Inc.223,634$4.56M2.08%+7,09813F-HRTimeline
UBS Group AGin group UBS Group AG210,729$4.3M<0.01%+10,98113F-HRTimelineGroup
Asset Dedication, LLC210,507$4.29M0.3%+67,08113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC209,989$4.28M0.26%+22,47113F-HRTimeline
Parallel Advisors, LLC200,701$4.09M0.07%+30,31913F-HR/ATimeline
Whalen Wealth Management Inc.200,556$4.09M2.19%+3,46513F-HRTimeline
Signature Wealth Management Group181,499$3.7M1.41%new13F-HRTimeline
OneDigital Investment Advisors LLC181,499$3.7M0.04%new13F-HRTimeline
CENTRAL TRUST Co173,481$3.54M0.07%+8,20313F-HRTimeline
Accretive Wealth Partners, LLC165,612$3.38M0.95%-2,99713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP161,562$3.3M<0.01%+40,84613F-HRTimelineGroup
Janney Montgomery Scott LLC149,914$3.06M0.01%+60,59713F-HRTimeline
BOSTON FAMILY OFFICE LLC123,346$2.52M0.17%+18,09013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…121,290$2.47M<0.01%+61,86013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC110,412$2.25M<0.01%-25,03513F-HRTimelineGroup
D.A. DAVIDSON & CO.106,550$2.17M0.01%+76,08013F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC106,671$2.17M1.48%new13F-HRTimeline
LPL Financial LLC96,475$1.97M<0.01%+30,32013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC86,261$1.76M0.07%+2,94913F-HRTimeline
Cetera Investment Advisers79,801$1.63M<0.01%+33,84913F-HRTimeline
Creative Planningin group Creative Planning78,519$1.6M<0.01%+2,29613F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…75,884$1.55M0.04%-61,20013F-HRTimelineGroup
Private Advisor Group, LLC72,236$1.47M0.01%-30213F-HRTimeline
Smartleaf Asset Management LLC72,236$1.47M0.05%-6413F-HRTimeline
EIGHT 31 FINANCIAL, LLC65,178$1.33M0.8%+96013F-HRTimeline
L2 Asset Management, LLC64,688$1.32M0.13%+5,31313F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA63,584$1.29M0.04%-21,03313F-HRTimelineGroup
Integrated Wealth Concepts LLC58,402$1.19M0.01%+32,53213F-HRTimeline
SHELTON CAPITAL MANAGEMENT57,921$1.18M0.03%new13F-HRTimeline
CWM, LLCin group CWM, LLC57,684$1.18M<0.01%+50813F-HRTimelineGroup
Valmark Advisers, Inc.57,509$1.17M0.01%+2,03913F-HRTimeline
Financial Engines Advisors L.L.C.57,444$1.17M<0.01%+89013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding48,376$987K-1,982Timeline
Associated Banc-Corpin group Associated Banc-Corp41,154$839K0.02%+2,18513F-HRTimelineGroup
SIGNATUREFD, LLC37,834$772K0.01%+3,16913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.36,310$741K0.03%+14,81513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC35,013$714K0.01%+46513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC34,208$698K<0.01%+6,13213F-HRTimeline
LANARK FINANCIAL, INC.33,759$689K0.05%-4,43913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC33,222$678K<0.01%+8,45713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,599$645K<0.01%new13F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC31,446$641K0.31%+9,83113F-HRTimeline
Montecito Bank & Trust29,601$604K0.1%+3,63113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,963$570K<0.01%new13F-HRTimelineGroup
Compass Ion Advisors, LLC26,181$534K0.05%013F-HRTimeline
Atlantic Private Wealth, LLC25,710$524K0.34%-40213F-HRTimeline
Leo Wealth, LLC24,947$509K0.04%+13913F-HRTimeline
National Philanthropic Trust24,606$502K0.01%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC23,637$482K<0.01%013F-HRTimelineGroup
Old Port Advisors23,321$476K0.11%new13F-HRTimeline
IFP Advisors, Inc21,858$446K0.01%+74613F-HRTimeline
Visionary Wealth Advisors20,679$422K0.02%+74913F-HRTimeline
Granite Harbor Advisors, Inc.20,590$420K0.18%new13F-HRTimeline
Summit Wealth Partners, LLC20,416$416K0.07%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…20,019$408K0.01%-99513F-HRTimelineGroup
Jacobi Capital Management LLC19,670$401K0.02%+38713F-HRTimeline
CGN Advisors LLC18,896$385K0.03%+3,16113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,925$366K<0.01%+22213F-HRTimelineGroup
Reliant Wealth Planning16,898$345K0.1%013F-HRTimeline
DecisionMap Wealth Management, LLC16,721$341K0.22%013F-HRTimeline
HARBOUR INVESTMENTS, INC.16,636$339K0.01%-1,85813F-HRTimeline
STAR Financial Bank16,563$338K0.16%-4,62213F-HRTimeline
BIP Wealth, LLC16,105$329K0.01%+4,07213F-HRTimeline
Capital Investment Advisors, LLC14,766$301K<0.01%+2,60413F-HR/ATimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE14,700$300K0.04%-14,70013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,590$298K<0.01%-4,78913F-HRTimeline
Keeler Thomas Management LLC14,221$290K0.12%-77,30913F-HRTimeline
Guidance Point Advisors, LLC13,491$275K0.07%+60813F-HRTimeline
Jaffetilchin Investment Partners, LLC13,450$274K0.02%+8213F-HRTimeline
Great Diamond Partners, LLC12,649$258K0.05%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC11,367$232K<0.01%+63513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC11,327$231K<0.01%-16213F-HRTimeline
Koshinski Asset Management, Inc.10,595$216K0.01%+21113F-HRTimeline
Elevation Advisory Partners LLC9,930$203K0.19%13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,948$203K<0.01%new13F-HRTimelineGroup
Trust Co8,395$171K0.02%+2513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp7,585$155K<0.01%013F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co5,878$120K0.01%+70713F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,231$107K<0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.5,020$102K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC4,400$89.8K0.02%013F-HRTimeline
JPL Wealth Management, LLC4,230$86.3K0.02%new13F-HR/ATimeline
CNB Bank3,860$78.7K0.03%-1813F-HRTimeline
Bogart Wealth, LLC3,591$73.3K<0.01%013F-HRTimeline
Advisory Services Network, LLC3,010$61.4K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC2,566$52.3K<0.01%new13F-HRTimeline
TD Capital Management LLC2,454$50.1K<0.01%+1513F-HRTimeline
MAI Capital Management2,000$40.8K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,280$26.1K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,220$24.9K<0.01%013F-HRTimelineGroup
Crews Bank & Trust1,150$23.5K<0.01%013F-HRTimeline
Clayton Financial Group LLC1,143$23.3K0.01%+5313F-HRTimeline
Allworth Financial LP1,017$20.7K<0.01%013F-HRTimeline
Pflug Koory, LLC884$18K0.01%013F-HRTimeline
First PREMIER Bank837$17K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…748$15.3K<0.01%-2,41213F-HRTimeline
Intentional Wealth Strategies, LLC693$14.1K0.01%13F-HRTimeline
Farther Finance Advisors, LLC617$12.5K<0.01%013F-HRTimeline
Root Financial Partners, LLC338$6.89K<0.01%new13F-HRTimeline
2UniFi Bank280$5.71K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.195$4K<0.01%+213F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC142$2.9K<0.01%013F-HRTimeline