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Disclosery

IBTO ISHARES TR

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IBONDS DEC 2033 (fund)

78 managers (78 13F filers) reported a position in IBTO shares at 2025-12-31, 12,343,033 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
78
13F filers
78
New
7
Added
41
Reduced
16
Sold out
6
Shares held by filers
12,343,033

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 / GA2,264,703$55.6M2.03%-3,87013F-HRTimeline
Federation des caisses Desjardins du Qu…1,328,961$32.6M0.12%-7,11813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,322,916$32.5M0.61%+259,62713F-HRTimelineGroup
Krilogy Financial LLC1,144,458$28.1M0.95%+85,36613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY923,089$22.7M<0.01%+59,41113F-HR/ATimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC637,249$15.6M0.23%-39,61513F-HRTimeline
CHATHAM CAPITAL GROUP, INC.515,320$12.7M1.8%+22,00013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC413,705$10.2M<0.01%-52,97513F-HRTimelineGroup
Cetera Investment Advisers395,943$9.72M0.01%+5,05913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN307,339$7.55M<0.01%-2,30113F-HRTimelineGroup
Headland Capital, LLC303,888$7.46M2.08%+8,55213F-HRTimeline
HighTower Advisors, LLC249,279$6.12M0.01%+64,47213F-HRTimeline
UBS Group AGin group UBS Group AG170,528$4.19M<0.01%-64,44913F-HRTimelineGroup
Probity Advisors, Inc.142,201$3.49M0.56%-3,47913F-HRTimeline
Accretive Wealth Partners, LLC139,030$3.41M1.01%+4,11513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP134,355$3.3M<0.01%+3,29313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC133,841$3.29M<0.01%+29,49413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA127,153$3.12M<0.01%+63,50813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV124,365$3.05M<0.01%+19,77913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP107,750$2.65M<0.01%+2,37913F-HRTimelineGroup
PFG Advisors104,493$2.57M0.12%+58,30613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC91,246$2.24M<0.01%+17,08913F-HRTimelineGroup
FAGAN ASSOCIATES, INC.87,867$2.16M0.29%+5,39513F-HRTimeline
Snowden Capital Advisors LLC82,789$2.03M0.05%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/81,720$2.01M<0.01%+15,21613F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…80,085$1.97M0.01%+16,90413F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC70,348$1.73M0.1%+38,04213F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …63,609$1.56M0.01%13F-HR/ATimelineGroup
Keeler Thomas Management LLC55,645$1.37M0.65%+1,66113F-HRTimeline
NovaPoint Capital, LLC48,824$1.28M0.33%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC50,214$1.23M<0.01%new13F-HRTimelineGroup
L2 Asset Management, LLC49,643$1.22M0.16%+2,68113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC49,473$1.21M<0.01%+22,62413F-HRTimelineGroup
LPL Financial LLC44,249$1.09M<0.01%+8,82613F-HRTimeline
CWM, LLCin group CWM, LLC34,845$856K<0.01%+15,27313F-HRTimelineGroup
Mechanics Bank Trust Department33,000$810K0.11%013F-HRTimeline
Reliant Wealth Planning30,643$752K0.24%-80913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC28,967$711K0.01%+1,07213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,851$708K<0.01%-50,78813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC25,694$631K<0.01%+1,18213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS23,599$579K<0.01%013F-HRTimeline
Financial Engines Advisors L.L.C.22,358$549K<0.01%+6,15613F-HRTimeline
Greater Midwest Financial Group, LLC21,012$516K0.29%-1,37613F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC20,296$498K0.01%-1,20413F-HRTimeline
Visionary Wealth Advisors19,334$475K0.02%-17313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC18,897$464K<0.01%+1,07113F-HRTimelineGroup
Simplicity Wealth,LLC17,412$428K0.03%+69313F-HRTimeline
JPL Wealth Management, LLC17,347$426K0.1%-8813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,142$396K<0.01%+5,17913F-HRTimelineGroup
Jacobi Capital Management LLC16,011$393K0.02%new13F-HRTimeline
Cambridge Investment Research Advisors,…14,037$345K<0.01%+98013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13,224$325K<0.01%+3,51813F-HR/ATimelineGroup
Jaffetilchin Investment Partners, LLC11,342$278K0.02%+15213F-HRTimeline
Private Advisor Group, LLC8,920$219K<0.01%013F-HRTimeline
Walleye Partners, LLC8,645$212K0.24%13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.8,525$209K0.02%013F-HRTimeline
SIGNATUREFD, LLC8,347$205K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/8,025$197K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,306$155K<0.01%-1,52713F-HRTimelineGroup
IFP Advisors, Inc5,010$123K<0.01%+1,12313F-HRTimeline
Physician Wealth Advisors, Inc.4,173$102K0.01%013F-HRTimeline
Atlantic Private Wealth, LLC4,013$98.5K0.06%+4413F-HRTimeline
CNB Bank3,226$79.2K0.03%-2,72313F-HRTimeline
Clayton Financial Group LLC2,724$66.9K0.03%new13F-HRTimeline
COMERICA BANK2,072$50.9K<0.01%-1,22313F-HRTimeline
Noble Wealth Management PBC2,000$49.1K0.02%013F-HRTimeline
Asset Dedication, LLC1,791$44K<0.01%+1813F-HRTimeline
CENTRAL TRUST Co1,699$41.7K<0.01%+60013F-HRTimeline
Cherry Tree Wealth Management, LLC1,608$39.5K0.01%+40213F-HRTimeline
Blue Trust, Inc.1,555$38.2K<0.01%+1,55113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,360$33.4K<0.01%+1813F-HR/ATimelineGroup
Hyposwiss Advisors SA1,120$27.5K0.03%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC837$20.6K<0.01%new13F-HRTimeline
AE Wealth Management LLC670$16.5K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC488$12K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/463$11.4K<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.161$4K<0.01%+213F-HRTimeline
NewEdge Advisors, LLC6$152<0.01%013F-HRTimeline