Vault-13

ISHARES TR ILTB

CORE LT USDB ETF · ETP · CUSIP 464289479

92 institutional holders +4 vs Q1 2026
7,668,2457.7m shares reported held*
$377.7mreported value*
16 new 31 added 24 reduced 14 sold out net bought ≈ $21.8m (+442.9k 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 ($81.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $49.25.

Trends to Q2 2026

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: 91Q3 25: 90Q4 25: 91Q1 26: 88Q2 26: 9292Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 202590
Q4 202591
Q1 202688
Q2 202692

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 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 25Q3 25: 37 bought or addedQ3 25: 40 cut or sold outQ4 25: 41 bought or addedQ4 25: 38 cut or sold outQ4 25Q1 26: 35 bought or addedQ1 26: 42 cut or sold outQ2 26: 47 bought or addedQ2 26: 38 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245035
Q4 20244740
Q1 20254545
Q2 20253647
Q3 20253740
Q4 20254138
Q1 20263542
Q2 20264738

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +297,655+297.7k
GOLDMAN SACHS GROUP INC New +242,710+242.7k
Arkadios Wealth Advisors Added +155,942+155.9k
HighPoint Advisor Group LLC New +149,612+149.6k
AE Wealth Management LLC Added +140,252+140.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +39,869+39.9k
RETIREMITTEN FINANCIAL LLC Added +27,185+27.2k
PEAPACK GLADSTONE FINANCIAL CORP New +23,577+23.6k
JANE STREET GROUP, LLC Added +23,151+23.2k
J.W. COLE ADVISORS, INC. New +15,356+15.4k

Biggest sellers

AMERIPRISE FINANCIAL INC Reduced -310,929-310.9k
Focus Financial Network, Inc. Sold out -254,176-254.2k
CITADEL ADVISORS LLC Sold out -38,905-38.9k
TOUNJIAN ADVISORY PARTNERS, LLC Reduced -37,462-37.5k
Thrivent Financial for Lutherans Sold out -30,439-30.4k
Verde Capital Management Reduced -19,627-19.6k
WELLS FARGO & COMPANY/MN Reduced -19,287-19.3k
Elevated Capital Advisors, LLC Reduced -14,571-14.6k
LPL Financial LLC Reduced -9,703-9.7k
Triad Wealth Partners, LLC Sold out -7,074-7.1k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,464,4292.5m $121.4m $121.4m 0.01% Added +297.7k +297,655
2 AE Wealth Management LLC 0.33% of their portfolio TOPEKA, KS 1,443,0801.4m $71.1m $71.1m 0.33% Added +140.3k +140,252
3 RETIREMITTEN FINANCIAL LLC 5.83% of their portfolio MILFORD, MI 280,658280.7k $13.8m $13.8m 5.83% Added +27.2k +27,185
4 Arkadios Wealth Advisors 0.19% of their portfolio ATLANTA, GA 247,673247.7k $12.2m $12.2m 0.19% Added +155.9k +155,942
5 Cedar Mountain Advisors, LLC 2.08% of their portfolio LAKE OSWEGO, OR 245,120245.1k $12.1m $12.1m 2.08% Added +1.2k +1,173
6 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 242,710242.7k $12.0m $12.0m 0.00% New
7 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 230,132230.1k $11.3m $11.3m 0.00% Reduced -310.9k -310,929
8 BlackRock, Inc. 0.00% of their portfolio New York, NY 217,279217.3k $10.7m $10.7m 0.00% Added +11.9k +11,862
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 171,293171.3k $8.4m $8.4m 0.00% Added +1.0k +1,016
10 Verde Capital Management 1.41% of their portfolio CLARKSTON, MI 154,947154.9k $7.6m $7.6m 1.41% Reduced -19.6k -19,627
11 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 151,963152.0k $7.5m $7.5m 0.00% Reduced -19.3k -19,287
12 HighPoint Advisor Group LLC 0.26% of their portfolio DOWNERS GROVE, IL 149,612149.6k $7.4m $7.4m 0.26% New
13 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 126,550126.5k $6.2m $6.2m 0.00% Added +3.8k +3,752
14 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 123,830123.8k $6.1m $6.1m 0.00% Reduced -9.7k -9,703
15 ETF Portfolio Partners, Inc. 1.29% of their portfolio LEAWOOD, KS 110,478110.5k $5.4m $5.4m 1.29% Added +5.5k +5,467
16 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 88,62088.6k $4.4m $4.4m 0.00% Added +6.2k +6,155
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 85,43085.4k $4.2m $4.2m 0.00% Added +8.9k +8,943
18 CREATIVE FINANCIAL DESIGNS INC /ADV 0.18% of their portfolio KOKOMO, IN 77,58877.6k $3.8m $3.8m 0.18% Reduced -5.9k -5,851
19 CreativeOne Wealth, LLC 0.08% of their portfolio OVERLAND PARK, KS 75,08275.1k $3.7m $3.7m 0.08% Added +3.1k +3,142
20 SCHMIDT P J INVESTMENT MANAGEMENT INC 0.53% of their portfolio CEDARBURG, WI 68,75768.8k $3.4m $3.4m 0.53% Added +3.0k +3,038
21 KEYBANK NATIONAL ASSOCIATION/OH 0.01% of their portfolio BROOKLYN, OH 68,35768.4k $3.4m $3.4m 0.01% Unchanged
22 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 66,41366.4k $3.3m $3.3m 0.00% Added +10.4k +10,423
23 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 50,61950.6k $2.5m $2.5m 0.00% Added +1.1k +1,114
24 Independent Wealth Network Inc. 0.59% of their portfolio URBANDALE, IA 47,18747.2k $2.3m $2.3m 0.59% Added +329 +329
25 Sound Income Strategies, LLC 0.10% of their portfolio FT LAUDERDALE, FL 46,63746.6k $2.3m $2.3m 0.10% Added +7.6k +7,629
26 Wealthfront Advisers LLC 0.00% of their portfolio Palo Alto, CA 44,69244.7k $2.2m $2.2m 0.00% Reduced -3.2k -3,154
27 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 43,69143.7k $2.2m $2.2m 0.01% Added +4.8k +4,767
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 39,86939.9k $2.0m $2.0m 0.00% New
29 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 37,03137.0k $1.8m $1.8m 0.00% Added +23.2k +23,151
30 Betterment LLC 0.00% of their portfolio NEW YORK, NY 33,38833.4k $1.6m $1.6m 0.00% Added +8.0k +7,966
31 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 33,22833.2k $1.6m $1.6m 0.02% Reduced -451 -451
32 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 31,74731.7k $1.6m $1.6m 0.00% Reduced -3.2k -3,208
33 Goldstone Financial Group, LLC 0.13% of their portfolio OAKBROOK TERRACE, IL 29,67129.7k $1.5m $1.5m 0.13% Reduced -136 -136
34 PEAPACK GLADSTONE FINANCIAL CORP 0.01% of their portfolio BEDMINSTER, NJ 23,57723.6k $1.2m $1.2m 0.01% New
35 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 23,08423.1k $1.1m $1.1m 0.00% Reduced -500 -500
36 Veratis Advisors, Inc. 0.79% of their portfolio CARY, NC 22,75622.8k $1.1m $1.1m 0.79% First filing
37 Cresta Advisors, Ltd. 0.40% of their portfolio LAREDO, TX 22,57022.6k $1.1m $1.1m 0.40% Unchanged
38 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 21,50521.5k $1.1m $1.1m 0.00% Added +1.5k +1,513
39 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 18,08218.1k $890.0k $890.0k 0.00% Added +8.2k +8,175
40 Summit Wealth Partners, LLC 0.11% of their portfolio Orlando, FL 15,81015.8k $778.7k $778.7k 0.11% Reduced -1.1k -1,084
41 VestGen Advisors, LLC 0.02% of their portfolio CHICAGO, IL 15,44215.4k $760.5k $760.5k 0.02% Added +3.9k +3,925
42 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 15,35615.4k $756.3k $756.3k 0.01% New
43 Level Financial Advisors 0.17% of their portfolio EAST AMHERST, NY 15,01415.0k $739.5k $739.5k 0.17% New
44 Safeguard Investment Advisory Group, LLC 0.16% of their portfolio Corona, CA 14,30314.3k $704.5k $704.5k 0.16% Reduced -890 -890
45 ZENITH SOLUTIONS, INC. 0.58% of their portfolio PHILADELPHIA, PA 12,93912.9k $637.2k $637.2k 0.58% First filing
46 Latitude Advisors, LLC 0.20% of their portfolio YORKVILLE, IL 10,15010.2k $499.9k $499.9k 0.20% Unchanged
47 GWN SECURITIES INC. 0.08% of their portfolio Palm Beach Gardens, FL 9,5139.5k $468.5k $468.5k 0.08% Added +266 +266
48 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 9,2049.2k $453.3k $453.3k 0.00% Added +192 +192
49 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 9,1719.2k $451.7k $451.7k 0.00% Reduced -2.0k -1,962
50 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 8,4738.5k $409.1k $409.1k 0.00% New
51 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 8,3178.3k $409.6k $409.6k 0.00% Added +467 +467
52 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 7,0077.0k $345.1k $345.1k 0.00% Reduced -1.2k -1,219
53 Elevated Capital Advisors, LLC 0.09% of their portfolio SANDY, UT 6,5376.5k $322.0k $322.0k 0.09% Reduced -14.6k -14,571
54 TD PRIVATE CLIENT WEALTH LLC 0.01% of their portfolio NEW YORK, NY 6,4146.4k $315.9k $315.9k 0.01% Added +180 +180
55 TSFG, LLC 0.04% of their portfolio LAKE FOREST, IL 5,7915.8k $285.0k $285.0k 0.04% Reduced -418 -418
56 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 5,1045.1k $251.3k $251.3k 0.00% New
57 PLANWISER FINANCIAL, LLC 0.17% of their portfolio COLORADO SPRINGS, CO 4,8394.8k $238.3k $238.3k 0.17% Reduced -1.3k -1,271
58 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 4,7014.7k $231.5k $231.5k 0.00% Reduced -2.2k -2,234
59 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio ORLANDO, FL 4,6014.6k $224.7k $224.7k 0.01% Added +4 +4
60 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 4,2954.3k $211.5k $211.5k 0.00% First filing
61 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 3,2933.3k $162.2k $162.2k 0.00% Unchanged
62 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 3,1663.2k $155.9k $155.9k 0.00% Added +349 +349
63 PlanVest Financial, Inc 0.08% of their portfolio GAITHERSBURG, MD 2,3622.4k $116.3k $116.3k 0.08% Reduced -1.1k -1,138
64 FINANCIAL CONSULATE, INC 0.01% of their portfolio HUNT VALLEY, MD 1,6691.7k $82.2k $82.2k 0.01% Reduced -86 -86
65 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 1,2201.2k $60.0k $60.0k 0.00% Unchanged
66 Decker Retirement Planning Inc. 0.02% of their portfolio LEVI, UT 1,1331.1k $55.8k $55.8k 0.02% Unchanged
67 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,0431.0k $51.4k $51.4k 0.00% Unchanged
68 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 766766 $37.7k $37.7k 0.00% Reduced -796 -796
69 SHP Wealth Management 0.00% of their portfolio PLYMOUTH, MA 745745 $36.7k $36.7k 0.00% Reduced -961 -961
70 Quest 10 Wealth Builders, Inc. 0.02% of their portfolio Fuquay-Varina, VA 530530 $26.1k $26.1k 0.02% Added +86 +86
71 Guardian Partners Inc. 0.00% of their portfolio TORONTO, Z4 280280 $13.8k $13.8k 0.00% New
72 Continuum Advisory, LLC 0.00% of their portfolio EAGLE, ID 272272 $13.4k $13.4k 0.00% New
73 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 250250 $12.3k $12.3k 0.00% Unchanged
74 Rossby Financial, LCC 0.00% of their portfolio MELBOURNE, FL 208208 $10.2k $10.2k 0.00% Unchanged
75 Crews Bank & Trust 0.00% of their portfolio PORT CHARLOTTE, FL 193193 $9.5k $9.5k 0.00% Unchanged
76 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 174174 $8.6k $8.6k 0.00% New
77 Oakmont Advisory Group, LLC 0.00% of their portfolio ALBUQUERQUE, NM 7878 $3.9k $3.9k 0.00% New
78 TOUNJIAN ADVISORY PARTNERS, LLC 0.00% of their portfolio FORT MYERS, FL 7676 $3.7k $3.7k 0.00% Reduced -37.5k -37,462
79 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 4646 $2.3k $2.3k 0.00% Unchanged
80 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 3333 $1.6k $1.6k 0.00% Unchanged
81 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1616 $789 $789 0.00% Unchanged
82 Spurstone Advisory Services, LLC 0.01% of their portfolio HIGGANUM, CT 1414 $684 $684 0.01% Unchanged
83 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 1212 $591 $591 0.00% Unchanged
84 Cape Investment Advisory, Inc. 0.00% of their portfolio MCDONOUGH, GA 66 $317 $317 0.00% New
85 FMR LLC 0.00% of their portfolio BOSTON, MA 33 $148 $148 0.00% Reduced -2 -2
86 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 11 $40 $40 0.00% Added +1 +1
87 Quent Capital, LLC 0.00% of their portfolio NEW YORK, NY 11 $49 $49 0.00% Unchanged
88 Godfrey Financial Associates, Inc. 0.00% of their portfolio GLENMONT, NY 11 $51 $51 0.00% Unchanged
89 BLUELINE ADVISORS LLC 0.00% of their portfolio EXETER, NH 11 $28 $28 0.00% New
90 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 00 $0 $0 0.00% Unchanged
91 Luminist Capital LLC 0.00% of their portfolio GRAND RAPIDS, MI 00 $345 $345 0.00% New
92 Kingdom Financial Group LLC. 0.00% of their portfolio PEORIA, AZ 00 $9 $9 0.00% New