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Disclosery

IBTO ISHARES TR

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IBONDS DEC 2033 (fund)

72 managers (72 13F filers) reported a position in IBTO shares at 2025-03-31, 9,957,291 shares in all. 21 filers opened a position and 7 filers sold out during the quarter.

Managers
72
13F filers
72
New
21
Added
23
Reduced
13
Sold out
7
Shares held by filers
9,957,291

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
GLOBALT Investments LLC / GA2,404,102$58.7M2.4%-66,79313F-HRTimeline
Federation des caisses Desjardins du Qu…1,289,380$31.5M0.16%+9,93713F-HRTimeline
Krilogy Financial LLC855,060$20.9M1.35%+62,74513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp733,299$17.9M1.08%+22,20613F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC700,979$17.1M0.25%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC369,741$9.02M<0.01%+10,67513F-HRTimelineGroup
UBS Group AGin group UBS Group AG345,505$8.43M<0.01%-253,05913F-HRTimelineGroup
Cetera Investment Advisers344,827$8.41M0.02%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY336,582$8.21M<0.01%+42,96213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN288,705$7.04M<0.01%-99,81313F-HRTimelineGroup
Headland Capital, LLC272,453$6.65M2.21%new13F-HRTimeline
Estate Counselors, LLC158,426$3.87M0.4%+3,87013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.148,535$3.62M0.6%new13F-HRTimeline
HighTower Advisors, LLC147,858$3.61M<0.01%+32,54713F-HRTimeline
Probity Advisors, Inc.136,792$3.34M0.64%+11,33213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP131,673$3.21M0.01%-8,41813F-HRTimelineGroup
Accretive Wealth Partners, LLC125,912$3.05M1.08%+26,67513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP96,450$2.35M<0.01%+29,22313F-HRTimelineGroup
Snowden Capital Advisors LLC82,789$2.02M0.06%+11,97013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.76,724$1.87M0.02%new13F-HRTimelineGroup
SYNOVUS FINANCIAL CORP76,645$1.87M0.02%+9,65913F-HRTimeline
FAGAN ASSOCIATES, INC.72,170$1.76M0.29%-1,50013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA66,754$1.63M<0.01%+2,79913F-HR/ATimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC62,223$1.56M0.03%+36,11613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC59,364$1.45M<0.01%-43,77513F-HRTimelineGroup
Exchange Capital Management, Inc.49,151$1.2M0.19%013F-HRTimeline
Keeler Thomas Management LLC43,270$1.06M0.52%new13F-HRTimeline
Mechanics Bank Trust Department33,000$805K0.11%013F-HRTimeline
FLOW TRADERS U.S. LLC30,674$748K0.03%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,649$724K<0.01%+9,43413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS24,708$603K<0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC23,894$583K<0.01%-3,59513F-HRTimeline
LPL Financial LLC23,039$562K<0.01%+5,15413F-HRTimeline
Atlantic Private Wealth, LLC21,840$533K0.39%-29513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC20,477$500K0.01%+1,97913F-HRTimelineGroup
GTS SECURITIES LLC19,202$469K0.02%new13F-HRTimeline
JPL Wealth Management, LLC18,654$455K0.13%+8,41513F-HR/ATimeline
Greater Midwest Financial Group, LLC18,028$440K0.31%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC17,519$427K<0.01%new13F-HR/ATimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…17,421$425K<0.01%new13F-HRTimelineGroup
Simplicity Wealth,LLC15,820$386K0.03%new13F-HRTimeline
Financial Engines Advisors L.L.C.15,681$383K<0.01%-613F-HRTimeline
Jacobi Capital Management LLC14,301$349K0.03%+713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,953$340K<0.01%-3,97013F-HRTimelineGroup
SIGNATUREFD, LLC13,372$326K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,105$295K<0.01%-2,28513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,810$288K<0.01%-2,18113F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC10,961$267K0.02%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,966$243K0.02%+6413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,517$232K<0.01%+14313F-HRTimelineGroup
Cambridge Investment Research Advisors,…9,244$226K<0.01%new13F-HRTimeline
Private Advisor Group, LLC8,920$218K<0.01%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.8,525$208K0.03%-62513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC7,889$192K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.4,173$102K0.02%013F-HRTimeline
IFP Advisors, Inc3,892$95K<0.01%+81713F-HRTimeline
Spectrum Wealth Counsel, LLC2,041$49.8K0.01%013F-HRTimeline
Noble Wealth Management PBC2,000$48.8K0.03%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,873$46K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust1,874$45.7K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,243$30K<0.01%new13F-HRTimelineGroup
COMERICA BANK1,089$26.6K<0.01%new13F-HRTimeline
Asset Dedication, LLC901$22K<0.01%+24913F-HRTimeline
Allworth Financial LP846$20.5K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC707$17.3K<0.01%013F-HRTimeline
CENTRAL TRUST Co345$8.42K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO276$6.73K<0.01%new13F-HRTimelineGroup
LOGAN CAPITAL MANAGEMENT INC267$6.51K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC210$5.12K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC12$293<0.01%new13F-HRTimeline
Blue Trust, Inc.4$98<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.