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Disclosery

IBTP ISHARES TR

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IBONDS DEC 2034 (fund)

40 managers (40 13F filers) reported a position in IBTP shares at 2025-03-31, 3,113,501 shares in all. 21 filers opened a position and 4 filers sold out during the quarter.

Managers
40
13F filers
40
New
21
Added
14
Reduced
0
Sold out
4
Shares held by filers
3,113,501

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp725,718$18.6M1.13%+176,93313F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC661,179$17M0.24%new13F-HRTimeline
LPL Financial LLC268,015$6.88M<0.01%+152,24613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA239,668$6.15M<0.01%+15,05113F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC193,671$4.97M0.02%+27,61213F-HRTimelineGroup
Cetera Investment Advisers180,214$4.63M0.01%+155,44013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC142,518$3.66M0.01%+7,42613F-HRTimeline
Accretive Wealth Partners, LLC115,794$2.95M1.04%+26,02213F-HRTimeline
HighTower Advisors, LLC85,000$2.18M<0.01%+11,14413F-HRTimeline
Atlantic Private Wealth, LLC77,711$1.99M1.47%new13F-HRTimeline
Probity Advisors, Inc.56,939$1.46M0.28%+43,31413F-HRTimeline
Keeler Thomas Management LLC47,741$1.23M0.6%new13F-HRTimeline
Krilogy Financial LLC43,764$1.12M0.07%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC40,520$1.04M<0.01%+25,37313F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC33,551$861K<0.01%+23,65213F-HR/ATimelineGroup
U.S. Capital Wealth Advisors, LLC33,192$852K0.03%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP28,923$742K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,693$428K<0.01%new13F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…16,633$427K<0.01%new13F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC13,875$356K0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,739$353K<0.01%new13F-HRTimelineGroup
Petros Family Wealth, LLC13,250$340K0.38%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,177$338K<0.01%new13F-HRTimelineGroup
Jacobi Capital Management LLC9,871$253K0.02%013F-HRTimeline
Waverly Advisors, LLC8,078$207K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC7,840$201K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,070$156K<0.01%+3,00013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC4,239$109K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.4,000$103K0.02%013F-HRTimeline
IFP Advisors, Inc3,784$97.1K<0.01%+77613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,838$47K<0.01%new13F-HRTimelineGroup
AllSquare Wealth Management LLC1,770$45.4K0.03%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,684$43.2K<0.01%+48413F-HRTimelineGroup
COMERICA BANK1,035$26.6K<0.01%new13F-HRTimeline
CVA Family Office, LLC583$15K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC396$10K<0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co319$8.19K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO264$6.78K<0.01%new13F-HRTimelineGroup
Asset Dedication, LLC245$6.29K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.