IBTL ISHARES TR
FollowIBONDS DEC 2031 (fund)
Filings received so far for Q3 2026: 9 13F filers report a position in IBTL shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 841,069 | $16.4M | 0.27% | -257,435 | 13F-HRTimeline |
| TITLEIST ASSET MANAGEMENT, LLC | 567,063 | $11M | 0.72% | -423,358 | 13F-HRTimeline |
| Heartwood Wealth Advisors LLC | 496,439 | $9.67M | 0.76% | new | 13F-HRTimeline |
| Legacy Private Trust Co. | 467,052 | $9.09M | 0.5% | +11,301 | 13F-HRTimeline |
| Whalen Wealth Management Inc. | 214,831 | $4.18M | 1.79% | +12,971 | 13F-HRTimeline |
| Montecito Bank & Trust | 40,261 | $784K | 0.12% | +4,730 | 13F-HRTimeline |
| Trust Co | 8,395 | $163K | 0.01% | 0 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 617 | $12K | <0.01% | 0 | 13F-HRTimeline |
| GILPIN WEALTH MANAGEMENT, LLC | 142 | $2.77K | <0.01% | 0 | 13F-HRTimeline |