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Disclosery

IBTM ISHARES TR

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IBONDS DEC 2032 (fund)

78 managers (78 13F filers) reported a position in IBTM shares at 2025-06-30, 8,557,518 shares in all. 11 filers opened a position and 5 filers sold out during the quarter.

Managers
78
13F filers
78
New
11
Added
39
Reduced
10
Sold out
5
Shares held by filers
8,557,518

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Krilogy Financial LLC2,039,723$47M2.69%+59,85513F-HRTimeline
UBS Group AGin group UBS Group AG807,785$18.6M<0.01%-827,88113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC435,943$10M<0.01%+12,81413F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC428,490$9.87M0.14%+2,13713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY417,415$9.61M<0.01%+19,72613F-HRTimelineGroup
NewEdge Advisors, LLC360,156$8.29M0.04%+17,90613F-HRTimeline
D.A. DAVIDSON & CO.348,377$8.02M0.06%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP347,821$8.01M0.01%+17,47213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC219,888$5.06M<0.01%+2,26213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA190,545$4.39M<0.01%+17,32513F-HR/ATimelineGroup
HighTower Advisors, LLC188,567$4.34M0.01%+8,88413F-HRTimeline
Atlantic Private Wealth, LLC182,643$4.21M2.82%+84,55813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN175,957$4.05M<0.01%+5,00613F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC164,206$3.78M0.03%+5,27513F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.157,519$3.63M0.43%-16,32113F-HRTimeline
Probity Advisors, Inc.155,278$3.58M0.63%+9,01613F-HRTimeline
Accretive Wealth Partners, LLC140,840$3.24M1.06%+6,25613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/99,166$2.28M<0.01%-10,18013F-HRTimelineGroup
LPL Financial LLC99,156$2.28M<0.01%-18,25313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP97,351$2.24M<0.01%+75,34113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC92,594$2.13M<0.01%+33,08813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC90,215$2.08M<0.01%new13F-HRTimelineGroup
STAR Financial Bank82,796$1.91M1.21%+43,80413F-HRTimeline
COUNTRY CLUB BANK76,292$1.75M0.11%-14,60813F-HRTimeline
BOSTON FAMILY OFFICE LLC68,497$1.58M0.1%+4,30413F-HRTimeline
IFP Advisors, Inc64,466$1.48M0.04%+59,82613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC62,035$1.43M0.1%+12,41213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…54,222$1.25M<0.01%+20,06513F-HRTimelineGroup
Yoder Wealth Management, Inc.52,282$1.2M0.63%+16,38013F-HRTimeline
Reliant Wealth Planning51,936$1.2M0.47%new13F-HRTimeline
Keeler Thomas Management LLC49,180$1.13M0.49%+10,69513F-HRTimeline
Snowden Capital Advisors LLC48,776$1.12M0.03%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…46,334$1.07M0.01%+27,72513F-HRTimelineGroup
PFG Advisors41,370$953K0.04%new13F-HRTimeline
Greater Midwest Financial Group, LLC38,495$887K0.68%+63813F-HRTimeline
Sanctuary Advisors, LLC37,303$859K0.01%new13F-HRTimeline
Cetera Investment Advisers36,608$843K<0.01%+2,80513F-HRTimeline
HEADINVEST, LLC35,701$822K0.18%013F-HRTimeline
Visionary Wealth Advisors35,254$812K0.04%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC34,373$792K<0.01%+26913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS29,200$672K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC27,544$634K<0.01%+1,89113F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC25,726$592K0.01%new13F-HRTimelineGroup
Financial Engines Advisors L.L.C.24,206$557K<0.01%+66013F-HRTimeline
Private Advisor Group, LLC21,973$506K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC21,627$498K<0.01%+6613F-HRTimeline
Stockman Wealth Management, Inc.18,718$431K0.06%new13F-HRTimeline
Leo Wealth, LLC18,496$426K0.03%+37013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,232$420K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…16,856$388K<0.01%013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management16,036$369K<0.01%-1,94413F-HRTimelineGroup
Jacobi Capital Management LLC15,785$364K0.02%+33813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…15,497$357K0.01%013F-HRTimelineGroup
AllSquare Wealth Management LLC14,459$333K0.19%+1,17413F-HRTimeline
Jaffetilchin Investment Partners, LLC11,711$270K0.02%+11713F-HRTimeline
MML INVESTORS SERVICES, LLC11,417$263K<0.01%new13F-HRTimeline
Compass Ion Advisors, LLC11,200$258K0.03%013F-HRTimeline
Guidance Point Advisors, LLC10,964$253K0.06%+77513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,219$235K<0.01%-413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC9,584$221K<0.01%013F-HRTimeline
Avantax Planning Partners, Inc.8,822$203K0.01%013F-HRTimeline
SIGNATUREFD, LLC8,807$203K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,214$166K<0.01%-21,52513F-HR/ATimelineGroup
CENTRAL TRUST Co5,777$133K<0.01%-62113F-HRTimeline
Parkside Financial Bank & Trust4,764$110K0.01%+8513F-HRTimeline
Physician Wealth Advisors, Inc.4,470$103K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC4,415$102K<0.01%+1,85113F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC2,011$46K<0.01%013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC1,288$29.7K0.01%+53013F-HRTimeline
Asset Dedication, LLC1,106$25.5K<0.01%+38113F-HRTimeline
Allworth Financial LP907$20.9K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…900$20.7K<0.01%013F-HRTimeline
COMERICA BANK712$16.4K<0.01%-1,18113F-HRTimeline
Bank of New Hampshire600$13.8K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC269$6.19K<0.01%013F-HRTimeline
2UniFi Bank249$5.73K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV202$4.65K<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.