Skip to content
Disclosery

IBTM ISHARES TR

Follow

IBONDS DEC 2032 (fund)

74 managers (74 13F filers) reported a position in IBTM shares at 2025-03-31, 9,524,023 shares in all. 14 filers opened a position and 8 filers sold out during the quarter.

Managers
74
13F filers
74
New
14
Added
33
Reduced
13
Sold out
8
Shares held by filers
9,524,023

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Krilogy Financial LLC1,979,868$45.3M2.94%+358,90513F-HRTimeline
UBS Group AGin group UBS Group AG1,635,666$37.4M0.01%+40,77213F-HRTimelineGroup
Parcion Private Wealth LLC937,088$21.4M1.75%new13F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC426,353$9.76M0.14%+29313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC423,129$9.69M<0.01%+79,98113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY397,689$9.1M<0.01%+23,38713F-HRTimelineGroup
NewEdge Advisors, LLC342,250$7.83M0.05%-492,99113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP330,349$7.56M0.01%+2,97313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC217,626$4.98M<0.01%+10,57713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO197,519$4.52M<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC179,683$4.11M0.01%+48,30813F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.173,840$3.98M0.51%+61513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA173,220$3.96M<0.01%+13,39113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN170,951$3.91M<0.01%+32,38913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC158,931$3.64M0.04%-41,08313F-HRTimelineGroup
FLOW TRADERS U.S. LLC156,274$3.58M0.15%+88,97613F-HRTimeline
Probity Advisors, Inc.146,262$3.35M0.64%+11,81813F-HRTimeline
Accretive Wealth Partners, LLC134,584$3.07M1.08%+28,32513F-HRTimeline
LPL Financial LLC117,409$2.69M<0.01%+20,54013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/109,346$2.5M<0.01%+12,07613F-HRTimelineGroup
Atlantic Private Wealth, LLC98,085$2.25M1.66%-14,62813F-HRTimeline
COUNTRY CLUB BANK90,900$2.07M0.14%-1,57313F-HRTimeline
BOSTON FAMILY OFFICE LLC64,193$1.47M0.1%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC59,506$1.36M<0.01%+16,18513F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC49,623$1.14M0.07%+16,59413F-HRTimeline
Snowden Capital Advisors LLC48,776$1.12M0.04%+1,82013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC44,583$1.02M<0.01%013F-HR/ATimelineGroup
STAR Financial Bank38,992$893K0.65%new13F-HRTimeline
Keeler Thomas Management LLC38,485$881K0.43%new13F-HRTimeline
Greater Midwest Financial Group, LLC37,857$867K0.6%-2,34613F-HRTimeline
Yoder Wealth Management, Inc.35,902$822K0.46%-70013F-HRTimeline
HEADINVEST, LLC35,701$817K0.16%-1,12513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,157$782K<0.01%-40,04013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC34,104$781K<0.01%-95513F-HRTimeline
Cetera Investment Advisers33,803$774K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,739$658K<0.01%+7,44213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC25,653$587K<0.01%-24,31813F-HRTimelineGroup
Financial Engines Advisors L.L.C.23,546$539K<0.01%+6,74513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,010$504K<0.01%+3913F-HRTimelineGroup
Private Advisor Group, LLC21,973$503K<0.01%+97313F-HRTimeline
Integrated Wealth Concepts LLC21,561$494K0.01%+4513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…18,609$426K<0.01%new13F-HRTimelineGroup
Leo Wealth, LLC18,126$415K0.06%-1,89913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management17,980$412K0.01%-5613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…16,856$386K<0.01%+1,61513F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…15,497$355K0.01%+1,75213F-HRTimelineGroup
Jacobi Capital Management LLC15,447$354K0.03%+913F-HRTimeline
AllSquare Wealth Management LLC13,285$304K0.18%+2,36513F-HRTimeline
Jaffetilchin Investment Partners, LLC11,594$265K0.02%new13F-HRTimeline
Compass Ion Advisors, LLC11,200$256K0.03%new13F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,223$234K<0.01%013F-HRTimeline
Guidance Point Advisors, LLC10,189$233K0.07%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC9,584$219K<0.01%new13F-HRTimeline
Avantax Planning Partners, Inc.8,822$202K0.01%-64413F-HRTimeline
SIGNATUREFD, LLC8,807$202K<0.01%new13F-HRTimeline
WASHINGTON TRUST Co6,670$153K0.01%013F-HRTimeline
CENTRAL TRUST Co6,398$146K<0.01%+1113F-HRTimeline
Parkside Financial Bank & Trust4,679$107K0.01%013F-HRTimeline
IFP Advisors, Inc4,640$106K<0.01%+1,27413F-HRTimeline
Physician Wealth Advisors, Inc.4,470$102K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC2,564$59K<0.01%+1,09413F-HRTimelineGroup
Spectrum Wealth Counsel, LLC2,183$50K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,011$46K<0.01%013F-HRTimelineGroup
COMERICA BANK1,893$43.3K<0.01%+8813F-HRTimeline
Noble Wealth Management PBC1,500$34.3K0.02%013F-HRTimeline
Allworth Financial LP907$20.7K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…900$20.6K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC758$17.4K<0.01%013F-HRTimeline
Asset Dedication, LLC725$16.6K<0.01%+25613F-HRTimeline
Bank of New Hampshire600$13.7K<0.01%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC269$6.15K<0.01%013F-HRTimeline
2UniFi Bank249$5.69K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV202$4.62K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.