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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 2025-09-30, 11,626,382 shares in all. 13 filers opened a position and 11 filers sold out during the quarter.

Managers
75
13F filers
75
New
13
Added
35
Reduced
15
Sold out
11
Shares held by filers
11,626,382

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 / GA2,268,573$55.9M2.04%-54,31013F-HRTimeline
Federation des caisses Desjardins du Qu…1,336,079$32.9M0.13%+25,97513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,063,289$26.2M0.49%+131,42913F-HRTimelineGroup
Krilogy Financial LLC1,059,092$26M0.98%+180,11613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY863,678$21.3M<0.01%+255,12213F-HR/ATimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC676,864$16.7M0.24%-17,80713F-HRTimeline
CHATHAM CAPITAL GROUP, INC.493,320$12.2M1.75%+18,62013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC466,680$11.5M<0.01%+58,50613F-HRTimelineGroup
Cetera Investment Advisers390,884$9.64M0.01%+39,73813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN309,640$7.63M<0.01%+107,07113F-HRTimelineGroup
Headland Capital, LLC295,336$7.28M2.04%+10,98513F-HRTimeline
UBS Group AGin group UBS Group AG234,977$5.79M<0.01%-7,71313F-HRTimelineGroup
HighTower Advisors, LLC184,807$4.56M0.01%+25,39813F-HRTimeline
Probity Advisors, Inc.145,680$3.59M0.58%+5313F-HRTimeline
Accretive Wealth Partners, LLC134,915$3.33M1.01%+3,12013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP131,062$3.23M<0.01%+4,32013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP105,371$2.6M<0.01%+2,00313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV104,586$2.58M<0.01%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC104,347$2.55M<0.01%new13F-HRTimelineGroup
Snowden Capital Advisors LLC82,789$2.04M0.06%013F-HRTimeline
FAGAN ASSOCIATES, INC.82,472$2.03M0.28%+2,11713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC79,639$1.96M<0.01%+49,10713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC74,157$1.83M<0.01%+15,20713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/66,504$1.64M<0.01%+32,29113F-HR/ATimelineGroup
SYNOVUS FINANCIAL CORP65,061$1.6M0.02%-6,16313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA63,645$1.57M<0.01%-1,31713F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…63,181$1.56M0.01%+19,15713F-HRTimelineGroup
Keeler Thomas Management LLC53,984$1.33M0.54%-8213F-HRTimeline
L2 Asset Management, LLC46,962$1.16M0.17%new13F-HRTimeline
PFG Advisors46,187$1.14M0.05%+7,65113F-HRTimeline
LPL Financial LLC35,423$873K<0.01%+9,37013F-HRTimeline
Mechanics Bank Trust Department33,000$813K0.11%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC32,306$796K0.05%+19,87613F-HRTimeline
Reliant Wealth Planning31,452$775K0.25%-15,71513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC27,895$688K0.01%+3,64913F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…27,587$680K0.02%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,849$662K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC24,512$604K<0.01%+3913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS23,599$582K<0.01%-1,10913F-HRTimeline
Greater Midwest Financial Group, LLC22,388$552K0.36%+3,32813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC21,500$530K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC19,572$482K<0.01%+16,58013F-HRTimelineGroup
Visionary Wealth Advisors19,507$481K0.02%+4,62413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC17,826$439K<0.01%new13F-HRTimelineGroup
JPL Wealth Management, LLC17,435$430K0.1%-1,11913F-HRTimeline
Simplicity Wealth,LLC16,719$412K0.02%-17,60113F-HRTimeline
Financial Engines Advisors L.L.C.16,202$399K<0.01%+1413F-HRTimeline
Cambridge Investment Research Advisors,…13,057$322K<0.01%-43913F-HRTimeline
Jaffetilchin Investment Partners, LLC11,190$276K0.02%+11413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,963$270K<0.01%+1613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,706$239K<0.01%+21713F-HRTimelineGroup
Private Advisor Group, LLC8,920$220K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.8,140$214K0.1%new13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.8,525$210K0.02%013F-HRTimeline
SIGNATUREFD, LLC8,347$206K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,833$193K<0.01%-1,45813F-HRTimelineGroup
CNB Bank5,949$147K0.06%new13F-HRTimeline
Physician Wealth Advisors, Inc.4,173$103K0.01%013F-HRTimeline
Atlantic Private Wealth, LLC3,969$97.8K0.06%-9713F-HRTimeline
IFP Advisors, Inc3,887$95.8K<0.01%-3,07513F-HR/ATimeline
COMERICA BANK3,295$81.2K<0.01%+2,22513F-HRTimeline
Noble Wealth Management PBC2,000$49.3K0.03%13F-HRTimeline
Asset Dedication, LLC1,773$43.7K<0.01%+50113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,342$33.1K<0.01%new13F-HRTimelineGroup
Cherry Tree Wealth Management, LLC1,206$29.7K0.01%013F-HRTimeline
Advisory Services Network, LLC1,105$27.2K<0.01%new13F-HRTimeline
CENTRAL TRUST Co1,099$27.1K<0.01%-7313F-HRTimeline
Allworth Financial LP846$20.9K<0.01%013F-HRTimeline
CoreCap Advisors, LLC488$12K<0.01%+42913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/463$11.4K<0.01%new13F-HRTimelineGroup
LOGAN CAPITAL MANAGEMENT INC280$6.9K<0.01%+1313F-HRTimeline
HAZLETT, BURT & WATSON, INC.159$4K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC124$3.05K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC6$150<0.01%013F-HRTimeline
Blue Trust, Inc.4$99<0.01%013F-HRTimeline