ISHARES TR

Ticker: IBHJ CUSIP: 46436E122 Class: IBONDS 2030 TERM

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
LBMC INVESTMENT ADVISORS, LLC809,669$21,545
Michael S. Ryan, Inc.195,327$5,198
Keeler THomas Management LLC94,537$2,516
Straight Path Wealth Management71,126$1,893
BANK OF AMERICA CORP /DE/67,637$1,800
JANE STREET GROUP, LLC60,408$1,607
COMMONWEALTH EQUITY SERVICES, LLC57,344$1,526
MORGAN STANLEY53,607$1,426
Integrated Wealth Concepts LLC50,057$1,332
UBS Group AG48,095$1,280
BlackRock, Inc.45,056$1,199
LPL Financial LLC35,938$956
WRAPMANAGER INC31,088$827
CAPTRUST FINANCIAL ADVISORS21,566$574
Cetera Investment Advisers19,178$510
Freestone Capital Holdings, LLC18,255$486
RAYMOND JAMES FINANCIAL INC17,100$455
ROYAL BANK OF CANADA16,491$438
FOCUSED ALPHA, LLC15,176$404
MERCER GLOBAL ADVISORS INC /ADV13,261$353
KESTRA PRIVATE WEALTH SERVICES, LLC11,956$318
Helen Stephens Group, LLC11,292$300
Ellis Investment Partners, LLC8,365$223
Stockman Wealth Management, Inc.7,920$211
IFP Advisors, Inc4,772$127
CNB Bank3,165$84
Orion Capital Management LLC3,000$80
BARRETT & COMPANY, INC.2,740$73
OSAIC HOLDINGS, INC.2,547$68
High Note Wealth, LLC940$25
Ronald Blue Trust, Inc.735$20
HAZLETT, BURT & WATSON, INC.673$0
Bogart Wealth, LLC563$15
NewEdge Advisors, LLC387$10
HM PAYSON & CO377$10
Cherry Tree Wealth Management, LLC326$9
AE Wealth Management LLC120$3
HARBOUR INVESTMENTS, INC.60$2
Total (38 institutions)1,800,854$47,901