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Disclosery

IBTO ISHARES TR

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IBONDS DEC 2033 (fund)

84 managers (84 13F filers) reported a position in IBTO shares at 2026-03-31, 13,194,511 shares in all. 15 filers opened a position and 8 filers sold out during the quarter.

Managers
84
13F filers
84
New
15
Added
40
Reduced
19
Sold out
8
Shares held by filers
13,194,511

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 / GA2,411,272$58.8M2.1%+146,56913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,460,096$35.6M0.68%+137,18013F-HRTimelineGroup
Krilogy Financial LLC1,122,281$27.4M0.88%-22,17713F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC1,081,896$26.4M0.41%+444,64713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY988,796$24.1M<0.01%+65,70713F-HRTimelineGroup
CHATHAM CAPITAL GROUP, INC.668,895$16.3M2.37%+153,57513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC603,291$14.7M<0.01%+189,58613F-HRTimelineGroup
PFG Private Wealth Management, LLC492,749$12.7M5.4%new13F-HRTimeline
Cetera Investment Advisers403,310$9.84M0.01%+7,36713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC339,188$8.27M<0.01%+205,34713F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN323,430$7.89M<0.01%+16,09113F-HR/ATimelineGroup
Headland Capital, LLC312,598$7.62M2.15%+8,71013F-HRTimeline
HighTower Advisors, LLC267,449$6.52M0.01%+18,17013F-HRTimeline
Probity Advisors, Inc.197,074$4.81M0.76%+54,87313F-HRTimeline
UBS Group AGin group UBS Group AG178,424$4.35M<0.01%+7,89613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP156,326$3.81M0.01%+21,97113F-HRTimelineGroup
Accretive Wealth Partners, LLC138,531$3.38M0.95%-49913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/136,245$3.32M<0.01%+54,52513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV136,120$3.32M<0.01%+11,75513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP135,383$3.3M<0.01%+27,63313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA127,175$3.1M<0.01%+2213F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…100,103$2.44M0.02%+20,01813F-HRTimelineGroup
FAGAN ASSOCIATES, INC.97,677$2.38M0.33%+9,81013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO97,575$2.38M<0.01%new13F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC93,580$2.28M0.14%+23,23213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC92,912$2.27M<0.01%+1,66613F-HRTimelineGroup
PFG Advisors87,769$2.14M0.1%-16,72413F-HRTimeline
Snowden Capital Advisors LLC84,819$2.07M0.05%+2,03013F-HRTimeline
Janney Montgomery Scott LLC65,380$1.59M<0.01%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …63,679$1.55M0.01%+7013F-HRTimelineGroup
L2 Asset Management, LLC54,099$1.32M0.13%+4,45613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC50,214$1.22M<0.01%013F-HRTimelineGroup
LPL Financial LLC45,998$1.12M<0.01%+1,74913F-HRTimeline
CWM, LLCin group CWM, LLC34,832$850K<0.01%-1313F-HRTimelineGroup
Mechanics Bank Trust Department33,000$805K0.11%013F-HRTimeline
Reliant Wealth Planning30,643$747K0.23%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC29,311$715K0.01%+34413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC26,971$658K<0.01%+1,27713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…25,658$626K0.02%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS23,769$580K<0.01%+17013F-HRTimeline
Greater Midwest Financial Group, LLC23,547$574K0.31%+2,53513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,188$566K<0.01%new13F-HRTimelineGroup
Visionary Wealth Advisors19,302$471K0.02%-3213F-HRTimeline
Financial Engines Advisors L.L.C.18,976$463K<0.01%-3,38213F-HRTimeline
Keeler Thomas Management LLC18,609$454K0.19%-37,03613F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC18,074$441K0.01%-2,22213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC17,826$435K<0.01%-1,07113F-HRTimelineGroup
JPL Wealth Management, LLC17,403$424K0.1%+5613F-HR/ATimeline
Simplicity Wealth,LLC17,227$420K0.02%-18513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,782$409K<0.01%+64013F-HRTimelineGroup
Jacobi Capital Management LLC16,340$399K0.02%+32913F-HRTimeline
Cambridge Investment Research Advisors,…15,861$387K<0.01%+1,82413F-HRTimeline
Integrated Wealth Concepts LLC14,660$358K<0.01%new13F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC13,944$340K0.17%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13,581$331K<0.01%+35713F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.13,040$318K0.01%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC11,417$278K0.02%+7513F-HRTimeline
Private Advisor Group, LLC8,920$218K<0.01%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.8,525$208K0.02%013F-HRTimeline
Guidance Point Advisors, LLC8,516$208K0.05%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC8,420$205K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC8,347$204K<0.01%013F-HRTimeline
IFP Advisors, Inc5,247$128K<0.01%+23713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,104$125K<0.01%-1,20213F-HRTimelineGroup
Physician Wealth Advisors, Inc.4,173$102K0.01%013F-HRTimeline
Atlantic Private Wealth, LLC3,901$95.1K0.06%-11213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,649$89K<0.01%new13F-HRTimelineGroup
CNB Bank3,211$78.3K0.03%-1513F-HRTimeline
Asset Dedication, LLC2,723$66.4K<0.01%+93213F-HRTimeline
Clayton Financial Group LLC2,710$66.1K0.03%-1413F-HRTimeline
Noble Wealth Management PBC2,000$48.8K0.03%013F-HRTimeline
Advisory Services Network, LLC1,989$48.5K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC1,608$39.2K0.01%013F-HRTimeline
CENTRAL TRUST Co1,427$34.8K<0.01%-27213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,369$33.4K<0.01%+913F-HRTimelineGroup
Hyposwiss Advisors SA1,120$27.3K0.03%013F-HRTimeline
Allworth Financial LP846$20.6K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…626$15.3K<0.01%-1,328,33513F-HRTimeline
CoreCap Advisors, LLC484$11.8K<0.01%-413F-HRTimeline
Aptus Capital Advisors, LLC414$10.1K<0.01%new13F-HRTimeline
AE Wealth Management LLC297$7.24K<0.01%-37313F-HRTimeline
Root Financial Partners, LLC283$6.9K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.162$4K<0.01%+113F-HRTimeline
Blue Trust, Inc.145$3.54K<0.01%-1,41013F-HRTimeline