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Disclosery

IBTM ISHARES TR

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IBONDS DEC 2032 (fund)

97 managers (98 13F filers) reported a position in IBTM shares at 2025-12-31, 12,570,208 shares in all. 13 filers opened a position and 11 filers sold out during the quarter.

Managers
97
13F filers
98
New
13
Added
49
Reduced
22
Sold out
11
Shares held by filers
12,570,208

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC2,676,016$61.6M2.1%+190,19013F-HRTimeline
UBS Group AGin group UBS Group AG955,164$22M<0.01%+124,67813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY826,446$19.1M<0.01%-1,99813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC491,953$11.4M<0.01%+17,93913F-HRTimelineGroup
Janney Montgomery Scott LLC485,962$11.2M0.03%+17,27513F-HRTimeline
D.A. DAVIDSON & CO.409,700$9.45M0.06%+8,55413F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC397,180$9.16M0.14%-21,56513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC378,364$8.73M<0.01%+17,35413F-HRTimelineGroup
Snowden Capital Advisors LLC365,055$8.42M0.22%+14,49813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP358,663$8.28M0.01%-1,27013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN327,129$7.55M<0.01%+31,38713F-HRTimelineGroup
Legacy Private Trust Co.302,131$6.97M0.41%new13F-HRTimeline
HighTower Advisors, LLC268,204$6.19M0.01%+47,54013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…249,173$5.75M0.03%+181,85413F-HRTimelineGroup
Atlantic Private Wealth, LLC220,940$5.1M3.26%+21,78113F-HRTimeline
Cetera Investment Advisers197,607$4.56M<0.01%-12,31913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/189,248$4.37M<0.01%+78,98813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV186,170$4.3M0.01%+74,74013F-HRTimeline
NewEdge Advisors, LLC172,182$3.97M0.01%+8,19113F-HRTimeline
LPL Financial LLC168,957$3.9M<0.01%+17,73813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC163,440$3.77M0.03%+2,42113F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.160,806$3.71M0.41%+4,82813F-HRTimeline
Probity Advisors, Inc.151,891$3.5M0.56%-4,21713F-HRTimeline
Accretive Wealth Partners, LLC148,474$3.43M1.02%+4,36913F-HRTimeline
Stockman Wealth Management, Inc.148,404$3.42M0.4%+83,01613F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA143,163$3.3M<0.01%-12,69213F-HRTimelineGroup
Asset Dedication, LLC108,595$2.51M0.16%+105,26213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP103,777$2.39M<0.01%+3,83313F-HRTimelineGroup
Yoder Wealth Management, Inc.100,380$2.32M1.05%+32,15813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC98,613$2.28M<0.01%+66,08913F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC98,501$2.27M0.13%-4613F-HRTimeline
Sanctuary Advisors, LLC93,047$2.15M0.01%+31,47013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC83,535$1.93M<0.01%013F-HR/ATimelineGroup
BOSTON FAMILY OFFICE LLC72,218$1.67M0.11%+2,89313F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA67,373$1.56M0.05%new13F-HRTimelineGroup
Parallel Advisors, LLC66,034$1.52M0.03%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…61,037$1.41M0.03%-1713F-HRTimelineGroup
CWM, LLCin group CWM, LLC52,253$1.21M<0.01%+24,94013F-HRTimelineGroup
Keeler Thomas Management LLC50,844$1.17M0.56%+1,81313F-HRTimeline
CENTRAL TRUST Co50,669$1.17M0.02%+44,96213F-HRTimeline
Private Advisor Group, LLC47,796$1.1M0.01%+10,95413F-HRTimeline
Cushing Capital Partners, LLC45,501$1.05M0.78%+5,09313F-HRTimeline
Visionary Wealth Advisors44,849$1.03M0.05%-1,34113F-HRTimeline
IFP Advisors, Inc42,687$985K0.02%+8,17713F-HRTimeline
Reliant Wealth Planning40,753$940K0.29%-2,72113F-HRTimeline
HARMONY ASSET MANAGEMENT LLC38,914$898K0.3%-15613F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding37,571$867K+3,100Timeline
COMMONWEALTH EQUITY SERVICES, LLC33,976$784K<0.01%+1,31213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC31,875$736K0.05%+3,78613F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC30,762$710K0.01%+1,77013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS29,410$679K<0.01%+2013F-HRTimeline
L2 Asset Management, LLC27,691$639K0.09%+9113F-HRTimeline
Financial Engines Advisors L.L.C.25,967$599K<0.01%+1,74713F-HRTimeline
EVEXIA WEALTH LLC24,219$560K0.16%new13F-HRTimeline
HEADINVEST, LLC22,733$525K0.1%-12,96813F-HRTimeline
4WEALTH ADVISORS, INC.20,618$476K0.41%+9,11913F-HRTimeline
Integrated Wealth Concepts LLC20,519$473K0.01%-1,88813F-HRTimeline
MML INVESTORS SERVICES, LLC20,227$467K<0.01%+59613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…19,182$443K<0.01%+98313F-HR/ATimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC18,952$437K<0.01%013F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp17,455$403K0.01%+5,79013F-HRTimelineGroup
Leo Wealth, LLC17,129$395K0.03%-48813F-HRTimeline
Jacobi Capital Management LLC17,110$395K0.02%new13F-HRTimeline
Walleye Partners, LLC16,900$390K0.43%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management15,891$367K<0.01%-53813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,831$365K<0.01%-1,29513F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…15,497$358K0.01%013F-HRTimelineGroup
Hyposwiss Advisors SA15,190$351K0.34%13F-HRTimeline
Greater Midwest Financial Group, LLC13,989$323K0.18%+18513F-HRTimeline
Guidance Point Advisors, LLC13,713$316K0.07%+23913F-HRTimeline
STAR Financial Bank12,230$282K0.14%-30913F-HRTimeline
Jaffetilchin Investment Partners, LLC11,980$276K0.02%+15113F-HRTimeline
Compass Ion Advisors, LLC11,200$258K0.02%013F-HRTimeline
Gladstone Institutional Advisory LLC10,814$250K0.01%-1,64213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,219$236K<0.01%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,698$224K<0.01%new13F-HRTimelineGroup
REBALANCE, LLC9,694$224K0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC9,584$221K<0.01%013F-HRTimeline
SIGNATUREFD, LLC8,807$203K<0.01%013F-HRTimeline
Avantax Planning Partners, Inc.8,711$201K0.01%-313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp6,729$155K<0.01%013F-HRTimelineGroup
Clayton Financial Group LLC6,466$149K0.08%new13F-HRTimeline
Physician Wealth Advisors, Inc.4,470$103K0.01%013F-HRTimeline
CNB Bank3,443$79.4K0.03%+27613F-HRTimeline
Cherry Tree Wealth Management, LLC2,365$54.6K0.01%+1,07713F-HRTimeline
Bogart Wealth, LLC1,775$41K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,548$35.7K<0.01%new13F-HRTimeline
Noble Wealth Management PBC1,500$34.6K0.02%013F-HRTimeline
COMERICA BANK1,380$31.8K<0.01%-81513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,300$30K<0.01%new13F-HRTimeline
Crews Bank & Trust1,100$25.4K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…900$20.8K<0.01%013F-HRTimeline
Bank of New Hampshire800$18.5K<0.01%+10013F-HRTimeline
First PREMIER Bank667$15K<0.01%+50013F-HRTimeline
2UniFi Bank249$5.75K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust202$4.66K<0.01%-4313F-HRTimeline
HAZLETT, BURT & WATSON, INC.172$4K<0.01%+213F-HRTimeline