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Disclosery

IBTO ISHARES TR

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IBONDS DEC 2033 (fund)

75 managers (75 13F filers) reported a position in IBTO shares at 2025-06-30, 10,653,848 shares in all. 10 filers opened a position and 5 filers sold out during the quarter.

Managers
75
13F filers
75
New
10
Added
35
Reduced
17
Sold out
5
Shares held by filers
10,653,848

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
GLOBALT Investments LLC / GA2,322,883$56.9M2.18%-81,21913F-HRTimeline
Federation des caisses Desjardins du Qu…1,310,104$32.1M0.14%+20,72413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp931,860$22.8M0.52%+198,56113F-HRTimelineGroup
Krilogy Financial LLC878,976$21.5M1.24%+23,91613F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC694,671$17M0.24%-6,30813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY608,556$14.9M<0.01%+271,97413F-HRTimelineGroup
CHATHAM CAPITAL GROUP, INC.474,700$11.6M1.77%+326,16513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC408,174$10M<0.01%+38,43313F-HRTimelineGroup
Cetera Investment Advisers351,146$8.61M0.01%+6,31913F-HRTimeline
Headland Capital, LLC284,351$6.97M2.11%+11,89813F-HR/ATimeline
UBS Group AGin group UBS Group AG242,690$5.95M<0.01%-102,81513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN202,569$4.96M<0.01%-86,13613F-HRTimelineGroup
HighTower Advisors, LLC159,409$3.91M<0.01%+11,55113F-HRTimeline
Probity Advisors, Inc.145,627$3.57M0.63%+8,83513F-HRTimeline
Accretive Wealth Partners, LLC131,795$3.23M1.06%+5,88313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP126,742$3.11M<0.01%-4,93113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP103,368$2.53M<0.01%+6,91813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.101,378$2.48M0.02%+24,65413F-HRTimelineGroup
Snowden Capital Advisors LLC82,789$2.03M0.06%013F-HRTimeline
FAGAN ASSOCIATES, INC.80,355$1.97M0.3%+8,18513F-HRTimeline
SYNOVUS FINANCIAL CORP71,224$1.75M0.02%-5,42113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA64,962$1.59M<0.01%-1,79213F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC58,950$1.44M<0.01%-41413F-HRTimelineGroup
Keeler Thomas Management LLC54,066$1.33M0.57%+10,79613F-HRTimeline
Exchange Capital Management, Inc.49,151$1.2M0.18%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…48,786$1.2M<0.01%new13F-HRTimelineGroup
Reliant Wealth Planning47,167$1.16M0.45%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…44,024$1.08M0.01%+26,60313F-HRTimelineGroup
PFG Advisors38,536$945K0.04%new13F-HRTimeline
Simplicity Wealth,LLC34,320$841K0.04%+18,50013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/34,213$839K<0.01%+22,40313F-HRTimelineGroup
Mechanics Bank Trust Department33,000$809K0.12%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,532$748K<0.01%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC26,725$655K0.02%-3,94913F-HRTimeline
LPL Financial LLC26,053$639K<0.01%+3,01413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS24,708$606K<0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC24,473$600K<0.01%+57913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC24,246$594K0.01%+3,76913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC23,419$574K<0.01%+5,90013F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC21,500$527K0.01%-40,72313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…19,336$501K0.04%new13F-HRTimeline
Greater Midwest Financial Group, LLC19,060$467K0.36%+1,03213F-HRTimeline
JPL Wealth Management, LLC18,554$455K0.12%-10013F-HRTimeline
Financial Engines Advisors L.L.C.16,188$397K<0.01%+50713F-HRTimeline
Visionary Wealth Advisors14,883$365K0.02%new13F-HRTimeline
Jacobi Capital Management LLC14,756$362K0.02%+45513F-HRTimeline
Cambridge Investment Research Advisors,…13,496$331K<0.01%+4,25213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC12,430$304K0.02%+2,46413F-HRTimeline
Jaffetilchin Investment Partners, LLC11,076$271K0.02%+11513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,947$268K<0.01%-3,00613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,489$233K<0.01%-2813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,291$228K<0.01%-20,35813F-HR/ATimelineGroup
Private Advisor Group, LLC8,920$219K<0.01%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.8,525$209K0.02%013F-HRTimeline
SIGNATUREFD, LLC8,347$205K<0.01%-5,02513F-HRTimeline
Avantax Planning Partners, Inc.8,184$201K0.01%new13F-HRTimeline
IFP Advisors, Inc6,962$171K<0.01%+3,07013F-HRTimeline
Physician Wealth Advisors, Inc.4,173$102K0.02%013F-HRTimeline
Atlantic Private Wealth, LLC4,066$99.7K0.07%-17,77413F-HRTimeline
CWM, LLCin group CWM, LLC2,992$73K<0.01%+1,74913F-HRTimelineGroup
Parkside Financial Bank & Trust1,912$46.9K0.01%+3813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,873$46K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC1,272$31.2K<0.01%+37113F-HRTimeline
Cherry Tree Wealth Management, LLC1,206$29.6K0.01%+49913F-HRTimeline
CENTRAL TRUST Co1,172$28.7K<0.01%+82713F-HRTimeline
COMERICA BANK1,070$26.2K<0.01%-1913F-HRTimeline
Allworth Financial LP846$20.7K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC267$6.54K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC210$5.15K<0.01%013F-HRTimeline
CoreCap Advisors, LLC59$1.45K<0.01%+4713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp44$1.08K<0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/34$833<0.01%new13F-HR/ATimelineGroup
NewEdge Advisors, LLC6$148<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.