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Disclosery

IBTM ISHARES TR

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IBONDS DEC 2032 (fund)

95 managers (96 13F filers) reported a position in IBTM shares at 2025-09-30, 11,930,189 shares in all. 23 filers opened a position and 5 filers sold out during the quarter.

Managers
95
13F filers
96
New
23
Added
42
Reduced
18
Sold out
5
Shares held by filers
11,930,189

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

HolderSharesValue% of portfolioChangeSource
Krilogy Financial LLC2,485,826$57.3M2.15%+446,10313F-HRTimeline
Parcion Private Wealth LLC902,319$20.9M1.3%new13F-HRTimeline
UBS Group AGin group UBS Group AG830,486$19.2M<0.01%+22,70113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY828,444$19.2M<0.01%+411,02913F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC474,014$11M<0.01%+38,07113F-HRTimelineGroup
Janney Montgomery Scott LLC468,687$10.8M0.03%new13F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC418,745$9.69M0.14%-9,74513F-HRTimeline
D.A. DAVIDSON & CO.401,146$9.28M0.06%+52,76913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC361,010$8.33M<0.01%+141,12213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP359,933$8.33M0.01%+12,11213F-HRTimelineGroup
Snowden Capital Advisors LLC350,557$8.11M0.22%+301,78113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN295,742$6.84M<0.01%+119,78513F-HRTimelineGroup
HighTower Advisors, LLC220,664$5.1M0.01%+32,09713F-HRTimeline
Cetera Investment Advisers209,926$4.86M0.01%+173,31813F-HRTimeline
Atlantic Private Wealth, LLC199,159$4.61M2.98%+16,51613F-HRTimeline
NewEdge Advisors, LLC163,991$3.79M0.02%-196,16513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC161,019$3.72M0.03%-3,18713F-HRTimelineGroup
Probity Advisors, Inc.156,108$3.61M0.59%+83013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.155,978$3.61M0.39%-1,54113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA155,855$3.6M<0.01%-34,69013F-HRTimelineGroup
LPL Financial LLC151,219$3.5M<0.01%+52,06313F-HRTimeline
Accretive Wealth Partners, LLC144,105$3.33M1.02%+3,26513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV111,430$2.58M<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/110,260$2.55M<0.01%+11,09413F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC109,995$2.54M<0.01%+17,40113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP99,944$2.31M<0.01%+2,59313F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC98,547$2.28M0.14%+36,51213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC83,535$1.93M<0.01%new13F-HRTimelineGroup
COUNTRY CLUB BANK73,779$1.71M0.1%-2,51313F-HRTimeline
BOSTON FAMILY OFFICE LLC69,325$1.6M0.1%+82813F-HRTimeline
Yoder Wealth Management, Inc.68,222$1.58M0.75%+15,94013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…67,319$1.56M0.01%+20,98513F-HRTimelineGroup
Stockman Wealth Management, Inc.65,388$1.51M0.19%+46,67013F-HRTimeline
Sanctuary Advisors, LLC61,577$1.42M0.01%+24,27413F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…61,054$1.41M0.04%new13F-HRTimelineGroup
Keeler Thomas Management LLC49,031$1.13M0.46%-14913F-HRTimeline
Visionary Wealth Advisors46,190$1.07M0.05%+10,93613F-HRTimeline
Reliant Wealth Planning43,474$1.01M0.33%-8,46213F-HRTimeline
Cushing Capital Partners, LLC40,408$935K0.73%new13F-HRTimeline
HARMONY ASSET MANAGEMENT LLC39,070$904K0.31%new13F-HRTimeline
Private Advisor Group, LLC36,842$852K<0.01%+14,86913F-HRTimeline
HEADINVEST, LLC35,701$826K0.17%013F-HRTimeline
IFP Advisors, Inc34,510$798K0.02%-29,95613F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding34,471$797K+6,927Timeline
COMMONWEALTH EQUITY SERVICES, LLC32,664$756K<0.01%-1,70913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,524$752K<0.01%-57,69113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS29,390$680K<0.01%+19013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC28,992$671K0.01%+3,26613F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC28,089$650K0.05%new13F-HR/ATimeline
L2 Asset Management, LLC27,600$638K0.09%new13F-HRTimeline
CWM, LLCin group CWM, LLC27,313$632K<0.01%+22,89813F-HRTimelineGroup
Financial Engines Advisors L.L.C.24,220$560K<0.01%+1413F-HRTimeline
Integrated Wealth Concepts LLC22,407$518K<0.01%+78013F-HRTimeline
MML INVESTORS SERVICES, LLC19,631$454K<0.01%+8,21413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC18,952$438K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…18,199$421K<0.01%+1,34313F-HRTimelineGroup
Leo Wealth, LLC17,617$407K0.05%-87913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,126$396K<0.01%+9,91213F-HRTimelineGroup
SeaCrest Wealth Management, LLC16,677$385K0.04%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management16,429$380K<0.01%+39313F-HRTimelineGroup
AllSquare Wealth Management LLC15,673$363K0.19%+1,21413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…15,497$358K0.01%013F-HRTimelineGroup
Greater Midwest Financial Group, LLC13,804$319K0.21%-24,69113F-HRTimeline
Guidance Point Advisors, LLC13,474$312K0.08%+2,51013F-HRTimeline
STAR Financial Bank12,539$290K0.17%-70,25713F-HRTimeline
Gladstone Institutional Advisory LLC12,456$288K0.01%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC11,829$274K0.02%+11813F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp11,665$270K0.01%new13F-HRTimelineGroup
4WEALTH ADVISORS, INC.11,499$266K0.25%new13F-HRTimeline
Compass Ion Advisors, LLC11,200$259K0.02%013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,219$236K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC9,584$222K<0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,222$213K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC8,807$204K<0.01%013F-HRTimeline
Avantax Planning Partners, Inc.8,714$202K0.01%-10813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp6,729$156K<0.01%new13F-HRTimelineGroup
JPL Wealth Management, LLC6,504$150K0.04%new13F-HRTimeline
CENTRAL TRUST Co5,707$132K<0.01%-7013F-HRTimeline
Physician Wealth Advisors, Inc.4,470$103K0.01%013F-HRTimeline
Asset Dedication, LLC3,333$77.1K0.01%+2,22713F-HRTimeline
CNB Bank3,167$73.3K0.03%new13F-HRTimeline
COMERICA BANK2,195$50.8K<0.01%+1,48313F-HRTimeline
Wealthspire Advisors, LLC1,819$42.1K<0.01%new13F-HRTimeline
Noble Wealth Management PBC1,500$34.7K0.02%13F-HRTimeline
Cherry Tree Wealth Management, LLC1,288$29.8K0.01%013F-HRTimeline
Allworth Financial LP907$21K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…900$20.8K<0.01%013F-HRTimeline
Bank of New Hampshire700$16.2K<0.01%+10013F-HRTimeline
Advisory Services Network, LLC622$14.4K<0.01%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC298$6.89K<0.01%+2913F-HRTimeline
2UniFi Bank249$5.76K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust245$5.67K<0.01%-4,51913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV202$4.67K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.170$4K<0.01%new13F-HRTimeline
First PREMIER Bank167$4K<0.01%new13F-HRTimeline