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Disclosery

IBTM ISHARES TR

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IBONDS DEC 2032 (fund)

68 managers (68 13F filers) reported a position in IBTM shares at 2024-12-31, 8,647,933 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
68
13F filers
68
New
7
Added
30
Reduced
13
Sold out
6
Shares held by filers
8,647,933

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Krilogy Financial LLC1,620,963$36M2.4%-154,07313F-HRTimeline
UBS Group AGin group UBS Group AG1,594,894$35.4M0.01%+156,98113F-HRTimelineGroup
NewEdge Advisors, LLC835,241$18.5M0.11%+34,10013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding646,713$14.4M+41,160Timeline
CONFLUENCE INVESTMENT MANAGEMENT LLC426,060$9.46M0.13%+7,46513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY374,302$8.31M<0.01%+49,44313F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC343,148$7.62M<0.01%13F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP327,376$7.27M0.01%-39,44413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC207,049$4.6M<0.01%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC200,014$4.44M0.05%-21,85313F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.173,225$3.85M0.46%-12,82713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA159,829$3.55M<0.01%+22,26313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN138,562$3.08M<0.01%-32,53713F-HRTimelineGroup
Probity Advisors, Inc.134,444$2.98M0.57%+25,46213F-HRTimeline
HighTower Advisors, LLC131,375$2.92M<0.01%+33,23313F-HRTimeline
Atlantic Private Wealth, LLC112,713$2.5M1.88%+76213F-HRTimeline
Accretive Wealth Partners, LLC106,259$2.36M1%+1,39013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/97,270$2.16M<0.01%+4,96413F-HRTimelineGroup
LPL Financial LLC96,869$2.15M<0.01%+14,07413F-HRTimeline
COUNTRY CLUB BANK92,473$2.06M0.14%+2,22213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…74,197$1.65M<0.01%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC67,298$1.49M0.06%+2,77213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC49,971$1.11M0.01%+4,34313F-HRTimelineGroup
Snowden Capital Advisors LLC46,956$1.04M0.03%+8,56413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC44,583$990K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC43,321$962K<0.01%+9,60413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC42,908$953K<0.01%-31,44813F-HRTimelineGroup
Greater Midwest Financial Group, LLC40,203$893K0.56%+71413F-HRTimeline
HEADINVEST, LLC36,826$818K0.15%013F-HRTimeline
Yoder Wealth Management, Inc.36,602$813K0.45%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC35,059$778K<0.01%+6,79013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC33,029$733K0.04%+12,88413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,971$488K<0.01%-54313F-HRTimelineGroup
Integrated Wealth Concepts LLC21,516$478K0.01%+4,31713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,297$473K<0.01%-2,86713F-HR/ATimelineGroup
Private Advisor Group, LLC21,000$466K<0.01%013F-HRTimeline
Leo Wealth, LLC20,025$445K0.04%+23513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management18,036$400K0.01%013F-HRTimelineGroup
Financial Engines Advisors L.L.C.16,801$373K<0.01%+1,39613F-HRTimeline
Mendota Financial Group, LLC15,865$352K0.23%-4,22713F-HRTimeline
Jacobi Capital Management LLC15,438$343K0.03%+3,90413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,241$338K<0.01%+2,25613F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding13,745$305K+4,726Timeline
AllSquare Wealth Management LLC10,920$242K0.14%+9,65013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,223$227K<0.01%new13F-HRTimeline
Avantax Planning Partners, Inc.9,466$210K0.01%-24713F-HRTimeline
WASHINGTON TRUST Co6,670$148K0.01%013F-HRTimeline
CENTRAL TRUST Co6,387$142K<0.01%+50013F-HRTimeline
Parkside Financial Bank & Trust4,679$104K0.01%013F-HRTimeline
Hartford Financial Management Inc.4,539$101K0.02%-2,35813F-HRTimeline
Physician Wealth Advisors, Inc.4,470$99.2K0.02%new13F-HRTimeline
IFP Advisors, Inc3,366$74.7K<0.01%+3,06113F-HRTimeline
Spectrum Wealth Counsel, LLC2,183$48.5K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,011$45K<0.01%013F-HRTimelineGroup
COMERICA BANK1,805$40.1K<0.01%-1213F-HR/ATimeline
Parallel Advisors, LLC1,575$35K<0.01%-1,04113F-HRTimeline
Noble Wealth Management PBC1,500$33.3K0.02%13F-HRTimeline
CWM, LLCin group CWM, LLC1,470$33K<0.01%+413F-HRTimelineGroup
Element Wealth, LLC1,120$24.9K0.01%013F-HRTimeline
Allworth Financial LP907$20.2K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…900$20K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC758$16.8K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC733$16.3K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA644$14.3K<0.01%013F-HRTimeline
Asset Dedication, LLC469$10.4K<0.01%+15813F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC269$5.97K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV202$4.48K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.