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Disclosery

IBTP ISHARES TR

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IBONDS DEC 2034 (fund)

51 managers (51 13F filers) reported a position in IBTP shares at 2025-09-30, 5,621,067 shares in all. 9 filers opened a position and 4 filers sold out during the quarter.

Managers
51
13F filers
51
New
9
Added
28
Reduced
8
Sold out
4
Shares held by filers
5,621,067

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 Corp959,930$24.9M0.47%+170,85213F-HRTimelineGroup
SUMMITRY LLC832,967$21.6M0.91%new13F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC642,704$16.7M0.24%-16,43913F-HRTimeline
LPL Financial LLC496,608$12.9M<0.01%+78,05013F-HRTimeline
D.A. DAVIDSON & CO.367,614$9.52M0.06%+46,98213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA267,906$6.94M<0.01%+12,11413F-HRTimelineGroup
Atlantic Private Wealth, LLC219,045$5.68M3.67%+42,92713F-HRTimeline
Cetera Investment Advisers195,650$5.07M0.01%-75013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC189,477$4.91M0.02%-3,99713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC152,219$3.94M0.01%+6,07313F-HRTimeline
Accretive Wealth Partners, LLC124,499$3.23M0.98%+3,10313F-HRTimeline
HighTower Advisors, LLC105,298$2.73M<0.01%+10,53713F-HRTimeline
Probity Advisors, Inc.101,800$2.64M0.43%+11,02413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV100,410$2.6M<0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP98,748$2.56M<0.01%+1,83713F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…89,511$2.32M0.06%new13F-HRTimelineGroup
Keeler Thomas Management LLC62,416$1.62M0.66%-1,85013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…60,275$1.56M0.01%+18,30013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC60,027$1.56M<0.01%+14,04113F-HRTimelineGroup
Reliant Wealth Planning54,310$1.41M0.46%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC36,136$936K0.03%+1,30213F-HRTimeline
Krilogy Financial LLC35,396$914K0.03%-3,29713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC34,190$886K<0.01%+63913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,321$786K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/28,073$727K<0.01%+9,05713F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC27,298$707K<0.01%+9,57713F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC26,579$689K0.01%+3,48113F-HRTimelineGroup
L2 Asset Management, LLC24,731$641K0.09%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,726$537K<0.01%+27513F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC18,800$487K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC17,951$465K<0.01%+15,83313F-HRTimelineGroup
Petros Family Wealth, LLC17,756$460K0.39%+1,44313F-HRTimeline
MML INVESTORS SERVICES, LLC16,636$431K<0.01%+7,48013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,926$413K<0.01%-14,13413F-HRTimelineGroup
FLOW TRADERS U.S. LLC15,019$389K0.02%new13F-HRTimeline
Jacobi Capital Management LLC10,001$259K0.02%+7813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,895$256K<0.01%+2,82513F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC9,017$233K0.01%new13F-HRTimeline
Waverly Advisors, LLC8,551$222K<0.01%013F-HRTimeline
Financial Engines Advisors L.L.C.7,967$206K<0.01%+613F-HRTimeline
SIGNATUREFD, LLC7,840$203K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.4,000$104K0.01%013F-HRTimeline
IFP Advisors, Inc3,702$95.9K<0.01%-3,00813F-HR/ATimeline
COMERICA BANK3,138$81.3K<0.01%+2,11813F-HRTimeline
Mendota Financial Group, LLC2,192$56.8K0.04%new13F-HRTimeline
AllSquare Wealth Management LLC2,170$56.2K0.03%+40013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,942$50.2K<0.01%+63913F-HRTimelineGroup
Advisory Services Network, LLC1,052$27.3K<0.01%new13F-HRTimeline
CENTRAL TRUST Co1,045$27.1K<0.01%-6113F-HRTimeline
Asset Dedication, LLC1,020$26.4K<0.01%+50313F-HRTimeline
CVA Family Office, LLC583$15.1K<0.01%013F-HRTimeline