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Disclosery

IBTM ISHARES TR

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IBONDS DEC 2032 (fund)

115 managers (116 13F filers) reported a position in IBTM shares at 2026-03-31, 15,144,010 shares in all. 21 filers opened a position and 3 filers sold out during the quarter.

Managers
115
13F filers
116
New
21
Added
56
Reduced
20
Sold out
3
Shares held by filers
15,144,010

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC2,448,313$56.1M1.81%-227,70313F-HRTimeline
UBS Group AGin group UBS Group AG995,710$22.8M<0.01%+40,54613F-HRTimelineGroup
Parcion Private Wealth LLC893,909$20.5M1.27%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY848,984$19.5M<0.01%+22,53813F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC804,094$18.4M0.29%+406,91413F-HRTimeline
Janney Montgomery Scott LLC551,409$12.6M0.03%+65,44713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC527,222$12.1M<0.01%+35,26913F-HRTimelineGroup
D.A. DAVIDSON & CO.421,783$9.67M0.06%+12,08313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP373,676$8.57M0.01%+15,01313F-HRTimelineGroup
Snowden Capital Advisors LLC369,187$8.47M0.22%+4,13213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC352,822$8.09M<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN351,071$8.05M<0.01%+23,94213F-HR/ATimelineGroup
Legacy Private Trust Co.340,080$7.8M0.48%+37,94913F-HRTimeline
Probity Advisors, Inc.318,937$7.31M1.16%+167,04613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…304,411$6.97M0.04%+55,23813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC282,765$6.48M<0.01%-95,59913F-HR/ATimelineGroup
HighTower Advisors, LLC279,945$6.42M0.01%+11,74113F-HRTimeline
Atlantic Private Wealth, LLC234,626$5.38M3.52%+13,68613F-HRTimeline
Stockman Wealth Management, Inc.200,616$4.6M0.51%+52,21213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV199,069$4.56M0.01%+12,89913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC192,879$4.42M<0.01%+94,26613F-HRTimelineGroup
Asset Dedication, LLC189,016$4.33M0.3%+80,42113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/187,988$4.31M<0.01%-1,26013F-HRTimelineGroup
LPL Financial LLC182,760$4.19M<0.01%+13,80313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC167,713$3.85M0.03%+4,27313F-HRTimelineGroup
Parallel Advisors, LLC162,870$3.73M0.07%+96,83613F-HR/ATimeline
NewEdge Advisors, LLC160,108$3.67M0.01%-12,07413F-HR/ATimeline
JAMES INVESTMENT RESEARCH, INC.155,795$3.57M0.4%-5,01113F-HRTimeline
Yoder Wealth Management, Inc.155,330$3.56M1.62%+54,95013F-HRTimeline
Accretive Wealth Partners, LLC147,762$3.39M0.96%-71213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA145,272$3.33M<0.01%+2,10913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP128,214$2.94M<0.01%+24,43713F-HRTimelineGroup
Cambridge Investment Research Advisors,…125,867$2.89M0.01%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC108,602$2.49M0.15%+10,10113F-HRTimeline
CENTRAL TRUST Co106,501$2.44M0.05%+55,83213F-HRTimeline
Sanctuary Advisors, LLC96,824$2.22M0.01%+3,77713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC91,668$2.1M0.16%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC83,535$1.92M<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…83,123$1.91M0.05%+22,08613F-HRTimelineGroup
Cetera Investment Advisers78,498$1.8M<0.01%-119,10913F-HRTimeline
BOSTON FAMILY OFFICE LLC74,679$1.71M0.11%+2,46113F-HRTimeline
CWM, LLCin group CWM, LLC53,034$1.22M<0.01%+78113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC52,373$1.2M<0.01%new13F-HRTimelineGroup
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA50,424$1.15M0.04%-16,94913F-HRTimelineGroup
Private Advisor Group, LLC49,377$1.13M0.01%+1,58113F-HRTimeline
Cushing Capital Partners, LLC47,123$1.08M0.83%+1,62213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC46,652$1.07M0.07%+14,77713F-HRTimeline
IFP Advisors, Inc46,121$1.06M0.02%+3,43413F-HRTimeline
Visionary Wealth Advisors45,704$1.05M0.05%+85513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding41,710$956K+4,139Timeline
Reliant Wealth Planning40,753$934K0.28%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC38,527$883K0.27%-38713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC35,950$824K<0.01%+1,97413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC30,940$709K0.01%+17813F-HRTimelineGroup
Integrated Wealth Concepts LLC30,666$703K0.01%+10,14713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS29,520$677K<0.01%+11013F-HRTimeline
EVEXIA WEALTH LLC28,263$648K0.18%+4,04413F-HRTimeline
L2 Asset Management, LLC27,862$639K0.06%+17113F-HRTimeline
Financial Engines Advisors L.L.C.26,658$611K<0.01%+69113F-HRTimeline
4WEALTH ADVISORS, INC.24,325$556K0.48%+3,70713F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp23,943$549K0.01%+6,48813F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.23,870$547K0.02%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…22,467$515K<0.01%+3,28513F-HRTimelineGroup
HEADINVEST, LLC20,779$476K0.1%-1,95413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC18,952$435K<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC18,775$431K<0.01%-1,45213F-HRTimeline
Jacobi Capital Management LLC17,456$400K0.02%+34613F-HRTimeline
Leo Wealth, LLC17,225$395K0.03%+9613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management15,428$354K<0.01%-46313F-HRTimelineGroup
Hyposwiss Advisors SA15,190$348K0.34%013F-HRTimeline
Guidance Point Advisors, LLC14,615$335K0.08%+90213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…14,613$335K0.01%-88413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,364$329K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,602$312K<0.01%-2,22913F-HRTimelineGroup
Greater Midwest Financial Group, LLC13,476$309K0.17%-51313F-HRTimeline
Keeler Thomas Management LLC12,755$292K0.12%-38,08913F-HRTimeline
Jaffetilchin Investment Partners, LLC12,054$276K0.02%+7413F-HRTimeline
MBA Advisors LLC12,030$276K0.11%new13F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC11,892$272K0.19%new13F-HRTimeline
Gladstone Institutional Advisory LLC11,464$263K0.01%+65013F-HRTimeline
Compass Ion Advisors, LLC11,200$257K0.02%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC10,149$233K<0.01%+56513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,073$231K<0.01%-14613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,025$230K<0.01%+32713F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC9,613$220K0.11%new13F-HRTimeline
Strait & Sound Wealth Management LLC9,554$219K0.08%new13F-HRTimeline
Old Mission Investment Co LLC9,380$215K0.05%new13F-HRTimeline
STAR Financial Bank9,002$206K0.1%-3,22813F-HRTimeline
HRT FINANCIAL LP8,826$202K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC8,807$202K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp6,729$154K<0.01%013F-HRTimelineGroup
JPL Wealth Management, LLC6,653$153K0.04%new13F-HR/ATimeline
Clayton Financial Group LLC5,763$132K0.07%-70313F-HRTimeline
Physician Wealth Advisors, Inc.4,470$102K0.01%013F-HRTimeline
CNB Bank3,426$78.6K0.03%-1713F-HRTimeline
McIlrath & Eck, LLC3,162$72.5K0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,775$63.6K<0.01%new13F-HRTimelineGroup
Cherry Tree Wealth Management, LLC2,365$54.2K0.01%013F-HRTimeline
Clearstead Trust, LLC1,954$44.8K0.01%new13F-HRTimeline
Bogart Wealth, LLC1,775$40.7K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,774$40.7K<0.01%+22613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,745$40K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC1,512$34.7K<0.01%new13F-HRTimeline
Noble Wealth Management PBC1,500$34.4K0.02%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,300$29.7K<0.01%013F-HRTimeline
Crews Bank & Trust1,100$25.2K<0.01%013F-HRTimeline
Allworth Financial LP907$20.8K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…900$20.6K<0.01%013F-HRTimeline
Bank of New Hampshire800$18.3K<0.01%013F-HRTimeline
First PREMIER Bank667$15K<0.01%013F-HRTimeline
Intentional Wealth Strategies, LLC616$14.1K0.01%13F-HRTimeline
Root Financial Partners, LLC299$6.86K<0.01%new13F-HRTimeline
2UniFi Bank249$5.71K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust202$4.63K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.173$4K<0.01%+113F-HRTimeline