Skip to content
Disclosery

IBTP ISHARES TR

Follow

IBONDS DEC 2034 (fund)

47 managers (47 13F filers) reported a position in IBTP shares at 2025-06-30, 4,138,032 shares in all. 9 filers opened a position and 2 filers sold out during the quarter.

Managers
47
13F filers
47
New
9
Added
25
Reduced
6
Sold out
2
Shares held by filers
4,138,032

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp789,078$20.3M0.46%+63,36013F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC659,143$16.9M0.24%-2,03613F-HRTimeline
LPL Financial LLC418,558$10.8M<0.01%+150,54313F-HRTimeline
D.A. DAVIDSON & CO.320,632$8.24M0.06%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA255,792$6.58M<0.01%+16,12413F-HR/ATimelineGroup
Cetera Investment Advisers196,400$5.05M0.01%+16,18613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC193,474$4.97M0.02%-19713F-HRTimelineGroup
Atlantic Private Wealth, LLC176,118$4.53M3.04%+98,40713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC146,146$3.76M<0.01%+3,62813F-HRTimeline
Accretive Wealth Partners, LLC121,396$3.12M1.02%+5,60213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP96,911$2.49M<0.01%+67,98813F-HRTimelineGroup
HighTower Advisors, LLC94,761$2.44M<0.01%+9,76113F-HRTimeline
Probity Advisors, Inc.90,776$2.33M0.41%+33,83713F-HRTimeline
Keeler Thomas Management LLC64,266$1.65M0.71%+16,52513F-HRTimeline
Reliant Wealth Planning54,310$1.4M0.55%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC45,986$1.18M<0.01%+29,29313F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…41,975$1.08M0.01%+25,34213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,102$1.01M<0.01%new13F-HRTimelineGroup
Krilogy Financial LLC38,693$995K0.06%-5,07113F-HRTimeline
U.S. Capital Wealth Advisors, LLC34,834$895K0.03%+1,64213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC33,551$862K<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC30,060$773K<0.01%-10,46013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC23,098$594K0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,451$526K<0.01%+6,71213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,016$489K<0.01%new13F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC18,800$483K0.01%+4,92513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,721$456K<0.01%+4,54413F-HRTimelineGroup
Petros Family Wealth, LLC16,313$419K0.38%+3,06313F-HRTimeline
Jacobi Capital Management LLC9,923$255K0.02%+5213F-HRTimeline
MML INVESTORS SERVICES, LLC9,156$235K<0.01%new13F-HRTimeline
GTS SECURITIES LLC8,826$227K0.01%new13F-HRTimeline
Waverly Advisors, LLC8,551$220K<0.01%+47313F-HRTimeline
Financial Engines Advisors L.L.C.7,961$205K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC7,840$202K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,070$182K<0.01%+1,00013F-HRTimelineGroup
IFP Advisors, Inc6,710$172K<0.01%+2,92613F-HRTimeline
Physician Wealth Advisors, Inc.4,000$103K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC2,118$54K<0.01%+1,72213F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,838$47K<0.01%013F-HRTimelineGroup
AllSquare Wealth Management LLC1,770$45.5K0.03%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,303$33.5K<0.01%-38113F-HR/ATimelineGroup
CENTRAL TRUST Co1,106$28.4K<0.01%+78713F-HRTimeline
COMERICA BANK1,020$26.2K<0.01%-1513F-HRTimeline
CVA Family Office, LLC583$15K<0.01%013F-HRTimeline
Asset Dedication, LLC517$13.3K<0.01%+27213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN379$9.74K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.