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Disclosery

IBTO ISHARES TR

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IBONDS DEC 2033 (fund)

58 managers (58 13F filers) reported a position in IBTO shares at 2024-12-31, 8,464,314 shares in all. 13 filers opened a position and 8 filers sold out during the quarter.

Managers
58
13F filers
58
New
13
Added
24
Reduced
9
Sold out
8
Shares held by filers
8,464,314

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
GLOBALT Investments LLC / GA2,470,895$58.4M2.24%new13F-HRTimeline
Federation des caisses Desjardins du Qu…1,279,443$30.2M0.15%+87,46013F-HRTimeline
Krilogy Financial LLC792,315$18.7M1.25%+43,50313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp711,093$16.8M0.98%-109,72013F-HRTimelineGroup
UBS Group AGin group UBS Group AG598,564$14.1M<0.01%+22,62213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN388,518$9.18M<0.01%-14,25413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC359,066$8.48M<0.01%+331,18513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY293,620$6.94M<0.01%+1,21113F-HR/ATimelineGroup
Estate Counselors, LLC154,556$3.65M0.39%+5413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP140,091$3.31M0.01%new13F-HRTimelineGroup
Probity Advisors, Inc.125,460$2.96M0.57%+23,84613F-HRTimeline
HighTower Advisors, LLC115,311$2.72M<0.01%+28,61413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC103,139$2.44M<0.01%13F-HR/ATimelineGroup
Accretive Wealth Partners, LLC99,237$2.34M1%+1,35313F-HRTimeline
FAGAN ASSOCIATES, INC.73,670$1.74M0.28%+9,01013F-HRTimeline
Snowden Capital Advisors LLC70,819$1.67M0.05%+8,02513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP67,227$1.59M<0.01%+1,51313F-HRTimelineGroup
SYNOVUS FINANCIAL CORP66,986$1.58M0.02%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA63,955$1.51M<0.01%+16,98113F-HRTimelineGroup
Exchange Capital Management, Inc.49,151$1.16M0.18%new13F-HRTimeline
NovaPoint Capital, LLC34,274$860K0.26%+4,16013F-HRTimeline
Mechanics Bank Trust Department33,000$780K0.1%+2,50013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC27,489$650K<0.01%-43513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC26,107$617K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,888$612K<0.01%+9,78313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS24,708$584K<0.01%new13F-HRTimeline
Atlantic Private Wealth, LLC22,135$523K0.39%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,215$478K<0.01%-4,28513F-HR/ATimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC18,498$437K0.01%+82213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,923$424K<0.01%-1,53813F-HRTimelineGroup
LPL Financial LLC17,885$423K<0.01%+5,16813F-HRTimeline
Mutual Advisors, LLC17,108$404K0.01%-27613F-HRTimeline
Financial Engines Advisors L.L.C.15,687$371K<0.01%+1,22513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,390$340K<0.01%-50,58213F-HRTimelineGroup
Jacobi Capital Management LLC14,294$338K0.03%+3,65313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,991$331K<0.01%+3,05913F-HRTimelineGroup
HRT FINANCIAL LP11,287$266K<0.01%new13F-HRTimeline
Mendota Financial Group, LLC10,781$255K0.17%new13F-HRTimeline
JPL Wealth Management, LLC10,239$242K0.07%13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,902$233K0.01%+13713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,374$222K<0.01%+2,11713F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.9,150$216K0.03%013F-HRTimeline
Private Advisor Group, LLC8,920$211K<0.01%new13F-HRTimeline
Avantax Planning Partners, Inc.8,622$204K0.01%-1,08913F-HRTimeline
Physician Wealth Advisors, Inc.4,173$98.6K0.02%new13F-HRTimeline
IFP Advisors, Inc3,075$72.7K<0.01%013F-HRTimeline
Spectrum Wealth Counsel, LLC2,041$48.2K0.01%013F-HRTimeline
Noble Wealth Management PBC2,000$47.3K0.03%13F-HRTimeline
Parkside Financial Bank & Trust1,874$44.3K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,873$44K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC1,474$34.8K<0.01%-97213F-HRTimeline
Allworth Financial LP846$20K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC707$16.7K<0.01%013F-HRTimeline
Asset Dedication, LLC652$15.4K<0.01%+40513F-HRTimeline
CENTRAL TRUST Co345$8.15K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC267$6.31K<0.01%new13F-HRTimeline
Blue Trust, Inc.4$95<0.01%new13F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.