Vault-13

ISHARES TR ILTB

CORE LT USDB ETF · ETP · CUSIP 464289479

91 institutional holders -7 vs Q1 2025
6,512,4766.5m shares reported held*
$321.8mreported value*
8 new 28 added 32 reduced 15 sold out net sold ≈ $21.4m (-432.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($693.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $49.42.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 59Q4 22: 64Q1 23: 71Q2 23: 89Q3 23: 88Q4 23: 94Q1 24: 89Q2 24: 88Q3 24: 93Q4 24: 94Q1 25: 98Q2 25: 9191Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202259
Q4 202264
Q1 202371
Q2 202389
Q3 202388
Q4 202394
Q1 202489
Q2 202488
Q3 202493
Q4 202494
Q1 202598
Q2 202591

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 43 bought or addedQ3 23: 44 cut or sold outQ4 23: 51 bought or addedQ4 23: 41 cut or sold outQ4 23Q1 24: 44 bought or addedQ1 24: 43 cut or sold outQ2 24: 54 bought or addedQ2 24: 35 cut or sold outQ2 24Q3 24: 50 bought or addedQ3 24: 35 cut or sold outQ4 24: 47 bought or addedQ4 24: 40 cut or sold outQ4 24Q1 25: 45 bought or addedQ1 25: 45 cut or sold outQ2 25: 36 bought or addedQ2 25: 47 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20234344
Q4 20235141
Q1 20244443
Q2 20245435
Q3 20245035
Q4 20244740
Q1 20254545
Q2 20253647

Biggest buyers

AE Wealth Management LLC Added +74,098+74.1k
SCHMIDT P J INVESTMENT MANAGEMENT INC New +50,473+50.5k
ROYAL BANK OF CANADA Added +36,302+36.3k
Wealthfront Advisers LLC Added +28,845+28.8k
BANK OF AMERICA CORP /DE/ Added +24,944+24.9k
UBS Group AG Added +24,147+24.1k
JANE STREET GROUP, LLC Added +22,770+22.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +17,202+17.2k
ETF Portfolio Partners, Inc. Added +13,518+13.5k
Kingdom Financial Group LLC. New +11,640+11.6k

Biggest sellers

AMERIPRISE FINANCIAL INC Reduced -278,285-278.3k
Peak Financial Management, Inc. Reduced -121,481-121.5k
Focus Financial Network, Inc. Reduced -101,140-101.1k
Atria Wealth Solutions, Inc. Sold out -84,679-84.7k
WELLS FARGO & COMPANY/MN Reduced -36,168-36.2k
Summit Wealth Partners, LLC Reduced -30,659-30.7k
PLANWISER FINANCIAL, LLC Reduced -27,081-27.1k
Mach-1 Financial Group, LLC Sold out -19,081-19.1k
Thrivent Financial for Lutherans Sold out -17,837-17.8k
JPMORGAN CHASE & CO Reduced -11,220-11.2k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,103,5912.1m $104.0m $104.0m 0.01% Added +24.9k +24,944
2 AE Wealth Management LLC 0.36% of their portfolio TOPEKA, KS 1,005,9351.0m $49.7m $49.7m 0.36% Added +74.1k +74,098
3 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 419,725419.7k $20.8m $20.8m 0.01% Reduced -278.3k -278,285
4 Focus Financial Network, Inc. 0.45% of their portfolio MINNEAPOLIS, MN 232,559232.6k $11.5m $11.5m 0.45% Reduced -101.1k -101,140
5 Cedar Mountain Advisors, LLC 2.35% of their portfolio LAKE OSWEGO, OR 228,570228.6k $11.3m $11.3m 2.35% Added +4.6k +4,564
6 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 198,723198.7k $9.8m $9.8m 0.00% Reduced -36.2k -36,168
7 Verde Capital Management 2.07% of their portfolio CLARKSTON, MI 169,463169.5k $8.4m $8.4m 2.07% Added +2.8k +2,776
8 BlackRock, Inc. 0.00% of their portfolio New York, NY 166,698166.7k $8.2m $8.2m 0.00% Added +1.4k +1,412
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 123,195123.2k $6.1m $6.1m 0.00% Added +1.1k +1,083
10 ETF Portfolio Partners, Inc. 1.53% of their portfolio LEAWOOD, KS 112,031112.0k $5.5m $5.5m 1.53% Added +13.5k +13,518
11 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 108,485108.5k $5.4m $5.4m 0.00% Reduced -7.0k -7,037
12 Independent Wealth Network Inc. 1.92% of their portfolio URBANDALE, IA 106,852106.9k $5.3m $5.3m 1.92% Added +3.6k +3,595
13 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 99,48299.5k $4.9m $4.9m 0.01% Added +7.7k +7,732
14 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 98,73798.7k $4.9m $4.9m 0.00% Added +6.0k +6,046
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 98,65098.7k $4.9m $4.9m 0.00% Added +24.1k +24,147
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 79,42279.4k $3.9m $3.9m 0.00% Added +36.3k +36,302
17 CREATIVE FINANCIAL DESIGNS INC /ADV 0.27% of their portfolio KOKOMO, IN 75,99676.0k $3.8m $3.8m 0.27% Reduced -1.2k -1,175
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 75,55175.6k $3.7m $3.7m 0.00% Added +2.3k +2,337
19 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 73,32173.3k $3.6m $3.6m 0.00% Reduced -5.3k -5,310
20 KEYBANK NATIONAL ASSOCIATION/OH 0.01% of their portfolio BROOKLYN, OH 68,35768.4k $3.4m $3.4m 0.01% Added +7.3k +7,272
21 CreativeOne Wealth, LLC 0.08% of their portfolio OVERLAND PARK, KS 59,07659.1k $2.9m $2.9m 0.08% Reduced -7.1k -7,085
22 Peak Financial Management, Inc. 0.74% of their portfolio WELLESLEY, MA 52,56452.6k $2.6m $2.6m 0.74% Reduced -121.5k -121,481
23 SCHMIDT P J INVESTMENT MANAGEMENT INC 0.43% of their portfolio CEDARBURG, WI 50,47350.5k $2.5m $2.5m 0.43% New
24 PLANWISER FINANCIAL, LLC 2.02% of their portfolio COLORADO SPRINGS, CO 48,73948.7k $2.4m $2.4m 2.02% Reduced -27.1k -27,081
25 Wealthfront Advisers LLC 0.01% of their portfolio Palo Alto, CA 45,42345.4k $2.2m $2.2m 0.01% Added +28.8k +28,845
26 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 44,48444.5k $2.2m $2.2m 0.00% Added +22.8k +22,770
27 TOUNJIAN ADVISORY PARTNERS, LLC 0.42% of their portfolio FORT MYERS, FL 43,41443.4k $2.2m $2.2m 0.42% Reduced -190 -190
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 40,67440.7k $2.0m $2.0m 0.00% Added +17.2k +17,202
29 Prospera Financial Services Inc 0.04% of their portfolio Dallas, TX 39,27239.3k $1.9m $1.9m 0.04% Reduced -2.4k -2,390
30 Summit Wealth Partners, LLC 0.32% of their portfolio Orlando, FL 33,51833.5k $1.7m $1.7m 0.32% Reduced -30.7k -30,659
31 Goldstone Financial Group, LLC 0.21% of their portfolio OAKBROOK TERRACE, IL 32,93932.9k $1.6m $1.6m 0.21% Added +505 +505
32 Elevated Capital Advisors, LLC 0.42% of their portfolio SANDY, UT 30,02330.0k $1.5m $1.5m 0.42% Unchanged
33 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 28,42528.4k $1.4m $1.4m 0.00% Reduced -11.2k -11,220
34 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 28,28928.3k $1.4m $1.4m 0.00% Reduced -3.8k -3,772
35 Betterment LLC 0.00% of their portfolio NEW YORK, NY 25,16725.2k $1.2m $1.2m 0.00% Added +3.1k +3,075
36 Cresta Advisors, Ltd. 0.54% of their portfolio LAREDO, TX 22,57022.6k $1.1m $1.1m 0.54% Unchanged
37 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 22,43522.4k $1.1m $1.1m 0.00% Added +1.2k +1,224
38 Safeguard Investment Advisory Group, LLC 0.27% of their portfolio Corona, CA 21,95322.0k $1.1m $1.1m 0.27% Reduced -1.2k -1,200
39 J.W. COLE ADVISORS, INC. 0.02% of their portfolio TAMPA, FL 15,82515.8k $782.1k $782.1k 0.02% Added +140 +140
40 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 15,01215.0k $742.0k $742.0k 0.00% Added +912 +912
41 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 13,40213.4k $662.3k $662.3k 0.01% Reduced -1.2k -1,243
42 TD PRIVATE CLIENT WEALTH LLC 0.01% of their portfolio NEW YORK, NY 12,22112.2k $604.0k $604.0k 0.01% Added +798 +798
43 Kingdom Financial Group LLC. 0.50% of their portfolio PEORIA, AZ 11,64011.6k $575.3k $575.3k 0.50% New
44 Grey Fox Wealth Advisors, LLC 0.13% of their portfolio ROCKLAND, DE 11,11411.1k $549.3k $549.3k 0.13% New
45 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio ORLANDO, FL 10,56510.6k $522.1k $522.1k 0.04% Reduced -3.3k -3,261
46 Latitude Advisors, LLC 0.25% of their portfolio YORKVILLE, IL 10,16910.2k $502.6k $502.6k 0.25% Unchanged
47 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 9,6499.6k $476.8k $476.8k 0.00% Added +1.1k +1,131
48 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 9,2319.2k $456.0k $456.0k 0.00% Reduced -435 -435
49 GWN SECURITIES INC. 0.08% of their portfolio Palm Beach Gardens, FL 8,8878.9k $439.5k $439.5k 0.08% Reduced -21 -21
50 Advisors Asset Management, Inc. 0.01% of their portfolio Monument, CO 7,7117.7k $381.1k $381.1k 0.01% Reduced -121 -121
51 TSFG, LLC 0.07% of their portfolio LAKE FOREST, IL 7,3897.4k $365.0k $365.0k 0.07% Added +11 +11
52 Crescent Grove Advisors, LLC 0.04% of their portfolio LAKE FOREST, IL 7,3607.4k $363.7k $363.7k 0.04% New
53 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 6,1856.2k $305.7k $305.7k 0.00% Reduced -867 -867
54 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 5,7575.8k $285.0k $285.0k 0.00% Added +854 +854
55 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 5,7415.7k $283.7k $283.7k 0.01% First filing
56 Vantage Financial Partners, LLC 0.06% of their portfolio ELM GROVE, WI 4,9304.9k $243.7k $243.7k 0.06% Reduced -384 -384
57 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 4,9244.9k $243.3k $243.3k 0.00% Reduced -982 -982
58 Focus Partners Advisor Solutions, LLC 0.00% of their portfolio SAINT LOUIS, MO 4,7874.8k $236.6k $236.6k 0.00% Reduced -443 -443
59 Visionary Horizons, LLC 0.13% of their portfolio Knoxville, TN 4,2584.3k $210.4k $210.4k 0.13% New
60 Signal Advisors Wealth, LLC 0.02% of their portfolio DETROIT, MI 4,2474.2k $209.9k $209.9k 0.02% Reduced -81 -81
61 COMERICA BANK 0.00% of their portfolio DALLAS, TX 3,2933.3k $162.7k $162.7k 0.00% Unchanged
62 Park Place Capital Corp 0.04% of their portfolio Homewood, AL 3,1863.2k $157.3k $157.3k 0.04% Unchanged
63 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,5421.5k $76.2k $76.2k 0.00% New
64 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,4211.4k $70.2k $70.2k 0.00% Reduced -147 -147
65 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 1,4131.4k $69.8k $69.8k 0.00% Reduced -23 -23
66 Parkside Financial Bank & Trust 0.01% of their portfolio SAINT LOUIS, MO 1,3111.3k $64.8k $64.8k 0.01% Reduced -1.7k -1,735
67 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 1,2201.2k $60.3k $60.3k 0.00% Unchanged
68 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,1401.1k $56.0k $56.0k 0.00% Unchanged
69 Capital A Wealth Management, LLC 0.67% of their portfolio CRANBERRY TWP, PA 1,1401.1k $59.9k $59.9k 0.67% Added +1.1k +1,116
70 Decker Retirement Planning Inc. 0.03% of their portfolio LEVI, UT 1,1331.1k $56.0k $56.0k 0.03% Unchanged
71 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 725725 $35.8k $35.8k 0.00% Unchanged
72 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 600600 $29.7k $29.7k 0.00% New
73 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 456456 $22.5k $22.5k 0.00% Reduced -15 -15
74 McIlrath & Eck, LLC 0.00% of their portfolio ARLINGTON, WA 389389 $19.2k $19.2k 0.00% Reduced -22 -22
75 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 385385 $19.0k $19.0k 0.00% Unchanged
76 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 250250 $12.4k $12.4k 0.00% Unchanged
77 Rossby Financial, LCC 0.00% of their portfolio MELBOURNE, FL 208208 $10.3k $10.3k 0.00% Unchanged
78 Crews Bank & Trust 0.00% of their portfolio PORT CHARLOTTE, FL 193193 $9.5k $9.5k 0.00% Unchanged
79 TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 0.00% of their portfolio RALEIGH, NC 164164 $8.1k $8.1k 0.00% New
80 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 150150 $7.3k $7.3k 0.00% Unchanged
81 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 144144 $7.1k $7.1k 0.00% Unchanged
82 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 4646 $2.3k $2.3k 0.00% Unchanged
83 Clarity Asset Management, Inc. 0.00% of their portfolio AMES, IA 4545 $2.2k $2.2k 0.00% Added +1 +1
84 Quest 10 Wealth Builders, Inc. 0.00% of their portfolio Fuquay-Varina, VA 3636 $1.8k $1.8k 0.00% Reduced -77 -77
85 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1616 $791 $791 0.00% Unchanged
86 Spurstone Advisory Services, LLC 0.01% of their portfolio HIGGANUM, CT 1414 $691 $691 0.01% Unchanged
87 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 1212 $593 $593 0.00% Unchanged
88 Cape Investment Advisory, Inc. 0.00% of their portfolio MCDONOUGH, GA 66 $318 $318 0.00% Reduced -1 -1
89 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 22 $99 $99 0.00% Unchanged
90 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged
91 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 00 $0 $0 0.00% Unchanged