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IBTP ISHARES TR

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IBONDS DEC 2034 (fund)

23 managers (23 13F filers) reported a position in IBTP shares at 2024-12-31, 1,512,796 shares in all. 13 filers opened a position and 0 filers sold out during the quarter.

Managers
23
13F filers
23
New
13
Added
5
Reduced
2
Sold out
0
Shares held by filers
1,512,796

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp548,785$13.6M0.79%+66,34413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA224,617$5.57M<0.01%+224,35613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC166,059$4.12M0.02%+1,77913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC135,092$3.35M<0.01%new13F-HRTimeline
LPL Financial LLC115,769$2.87M<0.01%new13F-HRTimeline
Accretive Wealth Partners, LLC89,772$2.23M0.95%+1,61413F-HRTimeline
HighTower Advisors, LLC73,856$1.83M<0.01%new13F-HRTimeline
GTS SECURITIES LLC30,993$769K0.04%new13F-HRTimeline
Cetera Investment Advisers24,774$615K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,613$512K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,894$469K<0.01%-3,95413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,147$376K<0.01%new13F-HRTimelineGroup
Probity Advisors, Inc.13,625$338K0.07%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,899$246K<0.01%013F-HRTimelineGroup
Jacobi Capital Management LLC9,871$245K0.02%new13F-HRTimeline
Physician Wealth Advisors, Inc.4,000$99.3K0.02%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,070$76.2K<0.01%+37213F-HRTimelineGroup
IFP Advisors, Inc3,008$74.7K<0.01%new13F-HRTimeline
AllSquare Wealth Management LLC1,770$43.9K0.03%new13F-HRTimeline
Parallel Advisors, LLC1,399$34.7K<0.01%-92513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,200$29.8K<0.01%013F-HR/ATimelineGroup
CVA Family Office, LLC583$14.5K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.