Vault-13

ISHARES TR IBDR

IBONDS DEC2026 · ETP · CUSIP 46435GAA0

409 institutional holders +19 vs Q4 2024
92,696,26192.7m shares reported held*
$2.4bnreported value*
45 new 211 added 88 reduced 26 sold out net bought ≈ $26.2m (+1.8m 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 ($629.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $25.93.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 174Q4 22: 206Q1 23: 231Q2 23: 232Q3 23: 260Q4 23: 318Q1 24: 333Q2 24: 347Q3 24: 358Q4 24: 390Q1 25: 409409Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022174
Q4 2022206
Q1 2023231
Q2 2023232
Q3 2023260
Q4 2023318
Q1 2024333
Q2 2024347
Q3 2024358
Q4 2024390
Q1 2025409

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 23: 147 bought or addedQ2 23: 71 cut or sold outQ3 23: 174 bought or addedQ3 23: 61 cut or sold outQ3 23Q4 23: 201 bought or addedQ4 23: 79 cut or sold outQ1 24: 232 bought or addedQ1 24: 73 cut or sold outQ1 24Q2 24: 222 bought or addedQ2 24: 94 cut or sold outQ3 24: 231 bought or addedQ3 24: 90 cut or sold outQ3 24Q4 24: 255 bought or addedQ4 24: 84 cut or sold outQ1 25: 256 bought or addedQ1 25: 114 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 202314771
Q3 202317461
Q4 202320179
Q1 202423273
Q2 202422294
Q3 202423190
Q4 202425584
Q1 2025256114

Biggest buyers

HighTower Advisors, LLC New +1,070,732+1.1m
Klingman & Associates, LLC New +828,755+828.8k
Lido Advisors, LLC Added +823,515+823.5k
Focus Partners Wealth New +672,995+673.0k
BANK OF AMERICA CORP /DE/ Added +560,245+560.2k
HM PAYSON & CO Added +537,517+537.5k
COWA, LLC New +461,267+461.3k
RENAISSANCE TECHNOLOGIES LLC Added +454,208+454.2k
MERCER GLOBAL ADVISORS INC /ADV Added +371,132+371.1k
RAYMOND JAMES FINANCIAL INC Added +337,228+337.2k

Biggest sellers

AMERIPRISE FINANCIAL INC Reduced -2,137,101-2.1m
WELLS FARGO & COMPANY/MN Reduced -1,564,994-1.6m
Focus Partners Wealth Sold out -1,225,490-1.2m
HighTower Advisors, LLC Sold out -1,070,511-1.1m
Klingman & Associates, LLC Sold out -859,368-859.4k
CONFLUENCE INVESTMENT MANAGEMENT LLC Sold out -671,822-671.8k
Corient Private Wealth LP Sold out -660,565-660.6k
PFG Private Wealth Management, LLC Reduced -575,925-575.9k
Bulltick Wealth Management, LLC Reduced -414,950-414.9k
COWA, LLC Sold out -344,218-344.2k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 8,961,9309.0m $217.0m $217.0m 0.02% Added +560.2k +560,245
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 4,180,2534.2m $101.2m $101.2m 0.01% Added +210.7k +210,718
3 HM PAYSON & CO 1.17% of their portfolio PORTLAND, ME 2,755,7652.8m $66.7m $66.7m 1.17% Added +537.5k +537,517
4 Lido Advisors, LLC 0.39% of their portfolio Los Angeles, CA 2,755,3092.8m $66.7m $66.7m 0.39% Added +823.5k +823,515
5 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 2,622,6272.6m $63.5m $63.5m 0.02% Added +333.8k +333,808
6 MERCER GLOBAL ADVISORS INC /ADV 0.14% of their portfolio DENVER, CO 2,573,6742.6m $62.3m $62.3m 0.14% Added +371.1k +371,132
7 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 2,394,6602.4m $58.0m $58.0m 0.02% Added +337.2k +337,228
8 CAPITAL ADVISORS INC/OK 1.15% of their portfolio TULSA, OK 2,377,5262.4m $57.6m $57.6m 1.15% Added +158.5k +158,527
9 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 2,322,4762.3m $56.2m $56.2m 0.02% Added +15.9k +15,905
10 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 2,136,6062.1m $51.7m $51.7m 0.01% Reduced -2.1m -2,137,101
11 Sarver Vrooman Wealth Advisors 28.11% of their portfolio KANSAS CITY, MO 1,744,9761.7m $42.2m $42.2m 28.11% First filing
12 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,477,7271.5m $35.8m $35.8m 0.01% Added +224.3k +224,255
13 Sound View Wealth Advisors Group, LLC 2.80% of their portfolio SAVANNAH, GA 1,409,7031.4m $34.1m $34.1m 2.80% Added +102.3k +102,347
14 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,334,7591.3m $32.3m $32.3m 0.01% Reduced -1.6m -1,564,994
15 Gratus Wealth Advisors, LLC 5.16% of their portfolio VIRGINIA BEACH, VA 1,297,6321.3m $31.4m $31.4m 5.16% Added +39.5k +39,467
16 HOWLAND CAPITAL MANAGEMENT LLC 1.29% of their portfolio BOSTON, MA 1,194,4731.2m $28.9m $28.9m 1.29% Reduced -4.3k -4,327
17 CAPTRUST FINANCIAL ADVISORS 0.07% of their portfolio RALEIGH, NC 1,171,7371.2m $28.4m $28.4m 0.07% Added +285.3k +285,311
18 SHUFRO ROSE & CO LLC 2.12% of their portfolio NEW YORK, NY 1,108,7181.1m $26.8m $26.8m 2.12% Reduced -338.1k -338,080
19 SIGMA INVESTMENT COUNSELORS INC 1.63% of their portfolio NORTHVILLE, MI 1,098,4151.1m $26.6m $26.6m 1.63% Added +25.4k +25,418
20 Kathmere Capital Management, LLC 2.24% of their portfolio WAYNE, PA 1,085,9931.1m $26.3m $26.3m 2.24% Added +99.0k +99,007
21 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 1,070,7321.1m $25.9m $25.9m 0.04% New
22 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 1,046,6321.0m $25.3m $25.3m 0.04% Added +213.6k +213,618
23 TABR Capital Management, LLC 26.26% of their portfolio ORANGE, CA 1,040,8081.0m $25.2m $25.2m 26.26% Added +31.5k +31,542
24 RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio NEW YORK, NY 1,034,0081.0m $25.0m $25.0m 0.04% Added +454.2k +454,208
25 WOODMONT INVESTMENT COUNSEL LLC 1.80% of their portfolio NASHVILLE, TN 1,029,6301.0m $24.9m $24.9m 1.80% Reduced -6.0k -6,027
26 RVW Wealth, LLC 2.33% of their portfolio LOS ANGELES, CA 1,021,6821.0m $24.7m $24.7m 2.33% Added +62.1k +62,096
27 Stratos Wealth Partners, LTD. 0.35% of their portfolio BEACHWOOD, OH 946,193946.2k $22.9m $22.9m 0.35% Added +35.9k +35,946
28 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 881,521881.5k $21.3m $21.3m 0.03% Reduced -25.3k -25,338
29 Klingman & Associates, LLC 1.23% of their portfolio New York, NY 828,755828.8k $20.1m $20.1m 1.23% New
30 Venture Visionary Partners LLC 0.82% of their portfolio Sylvania, OH 811,145811.1k $19.6m $19.6m 0.82% Reduced -8.8k -8,781
31 Capital Investment Advisors, LLC 0.38% of their portfolio ATLANTA, GA 798,829798.8k $19.3m $19.3m 0.38% Added +35.2k +35,167
32 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 753,807753.8k $18.2m $18.2m 0.01% Reduced -117.7k -117,687
33 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 713,190713.2k $17.3m $17.3m 0.02% Added +24.7k +24,699
34 NewEdge Advisors, LLC 0.10% of their portfolio NEW ORLEANS, LA 689,450689.5k $16.7m $16.7m 0.10% Reduced -20.7k -20,672
35 Summit Asset Management, LLC 2.85% of their portfolio MEMPHIS, TN 679,379679.4k $16.4m $16.4m 2.85% Added +14.8k +14,786
36 Focus Partners Wealth 0.04% of their portfolio ST LOUIS, MO 672,995673.0k $16.3m $16.3m 0.04% New
37 Journey Advisory Group, LLC 1.33% of their portfolio COVINGTON, KY 671,799671.8k $16.3m $16.3m 1.33% Added +111.6k +111,590
38 MV CAPITAL MANAGEMENT, INC. 1.70% of their portfolio BETHESDA, MD 654,981655.0k $15.9m $15.9m 1.70% Added +36.8k +36,805
39 Glenview Trust Co 0.30% of their portfolio Louisville, KY 632,666632.7k $15.3m $15.3m 0.30% Added +13.9k +13,910
40 Baltimore-Washington Financial Advisors, Inc. 0.81% of their portfolio Columbia, MD 632,647632.6k $15.3m $15.3m 0.81% Added +86.6k +86,578
41 CWM, LLC 0.06% of their portfolio OMAHA, NE 619,695619.7k $15.0m $15.0m 0.06% Added +76.3k +76,323
42 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 616,532616.5k $14.9m $14.9m 0.01% Added +19.9k +19,861
43 BENJAMIN EDWARDS INC 0.21% of their portfolio Clayton, MO 607,240607.2k $14.7m $14.7m 0.21% Added +62.6k +62,574
44 Kestra Advisory Services, LLC 0.07% of their portfolio AUSTIN, TX 603,068603.1k $14.6m $14.6m 0.07% Added +50.1k +50,103
45 Arrow Financial Corp 1.57% of their portfolio Glens Falls, NY 580,936580.9k $14.1m $14.1m 1.57% Reduced -4.1k -4,121
46 Buffington Mohr McNeal 2.73% of their portfolio BOISE, ID 571,694571.7k $13.8m $13.8m 2.73% Reduced -24.9k -24,921
47 CENTRAL TRUST Co 0.33% of their portfolio JEFFERSON CITY, MO 554,970555.0k $13.4m $13.4m 0.33% Added +27.1k +27,082
48 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 554,018554.0k $13.4m $13.4m 0.01% Added +7.1k +7,143
49 Mesirow Financial Investment Management, Inc. 0.26% of their portfolio CHICAGO, IL 553,501553.5k $13.4m $13.4m 0.26% Added +60.6k +60,648
50 NOVEM GROUP 1.77% of their portfolio Rochester, NY 517,898517.9k $12.5m $12.5m 1.77% Added +18.7k +18,709
51 Strid Group, LLC 1.90% of their portfolio NEWTOWN SQUARE, PA 505,816505.8k $12.2m $12.2m 1.90% Added +57.6k +57,558
52 Keeler Thomas Management LLC 5.96% of their portfolio Orem, UT 502,548502.5k $12.2m $12.2m 5.96% Reduced -158.3k -158,264
53 Northstar Group, Inc. 1.83% of their portfolio NEW YORK, NY 466,923466.9k $11.3m $11.3m 1.83% Added +81.5k +81,490
54 COWA, LLC 4.77% of their portfolio Tulsa, OK 461,267461.3k $11.2m $11.2m 4.77% New
55 Beacon Pointe Advisors, LLC 0.13% of their portfolio NEWPORT BEACH, CA 459,490459.5k $11.1m $11.1m 0.13% Added +7.3k +7,268
56 Bulltick Wealth Management, LLC 2.89% of their portfolio Miami, FL 450,515450.5k $10.9m $10.9m 2.89% Reduced -414.9k -414,950
57 REBALANCE, LLC 0.80% of their portfolio PALO ALTO, CA 446,708446.7k $10.8m $10.8m 0.80% Added +120.4k +120,386
58 Sanctuary Advisors, LLC 0.07% of their portfolio INDIANAPOLIS, IN 432,458432.5k $10.5m $10.5m 0.07% Added +11.9k +11,906
59 SPINNAKER TRUST 0.68% of their portfolio PORTLAND, ME 430,389430.4k $10.4m $10.4m 0.68% Added +95.4k +95,353
60 Windsor Capital Management, LLC 3.03% of their portfolio Phoenix, AZ 407,958408.0k $9.9m $9.9m 3.03% Added +4.0k +4,041
61 IFP Advisors, Inc 0.30% of their portfolio TAMPA, FL 396,183396.2k $9.6m $9.6m 0.30% Added +40.4k +40,424
62 LYELL WEALTH MANAGEMENT, LP 0.82% of their portfolio MENLO PARK, CA 364,517364.5k $8.8m $8.8m 0.82% Added +23.2k +23,245
63 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 351,492351.5k $8.5m $8.5m 0.02% Added +37.1k +37,066
64 InvesTrust 2.22% of their portfolio OKLAHOMA CITY, OK 334,826334.8k $8.1m $8.1m 2.22% Added +656 +656
65 ARCADIA INVESTMENT ADVISORS LLC 4.51% of their portfolio EAGLE, ID 333,206333.2k $8.1m $8.1m 4.51% Added +9.7k +9,731
66 Black Swift Group, LLC 1.81% of their portfolio BOULDER, CO 330,520330.5k $8.0m $8.0m 1.81% Added +226.5k +226,505
67 LEAVELL INVESTMENT MANAGEMENT, INC. 0.38% of their portfolio MOBILE, AL 319,211319.2k $7.7m $7.7m 0.38% Added +29.7k +29,736
68 Allworth Financial LP 0.04% of their portfolio FOLSOM, CA 309,776309.8k $7.5m $7.5m 0.04% Reduced -10.0k -9,961
69 First National Trust Co 0.30% of their portfolio Johnstown, PA 307,314307.3k $7.4m $7.4m 0.30% Added +67.6k +67,574
70 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 306,679306.7k $7.4m $7.4m 0.02% Reduced -3.4k -3,390
71 Atria Wealth Solutions, Inc. 0.09% of their portfolio NEW YORK, NY 300,831300.8k $7.3m $7.3m 0.09% Added +4.4k +4,424
72 Wolfstich Capital, LLC 6.22% of their portfolio MEDFIELD, MA 299,957300.0k $6.9m $6.9m 6.22% Unchanged
73 Peloton Wealth Strategists 3.01% of their portfolio INDIANAPOLIS, IN 297,820297.8k $7.2m $7.2m 3.01% Added +17.8k +17,835
74 MCF Advisors LLC 0.50% of their portfolio LEXINGTON, KY 288,466288.5k $7.0m $7.0m 0.50% Reduced -191 -191
75 MOSELEY INVESTMENT MANAGEMENT INC 2.71% of their portfolio BRADENTON, FL 286,360286.4k $6.9m $6.9m 2.71% Added +31.1k +31,088
76 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 281,992282.0k $6.8m $6.8m 0.00% Added +19.2k +19,175
77 SAX WEALTH ADVISORS, LLC 0.48% of their portfolio PARSIPPANY, NJ 278,785278.8k $6.7m $6.7m 0.48% Added +33.6k +33,639
78 Kesler, Norman & Wride, LLC 1.26% of their portfolio OGDEN, UT 273,692273.7k $6.6m $6.6m 1.26% New
79 Integras Partners LLC 5.75% of their portfolio Alpharetta, GA 263,252263.3k $6.4m $6.4m 5.75% Added +57.7k +57,686
80 FULTON BREAKEFIELD BROENNIMAN LLC 0.45% of their portfolio Bethesda, MD 258,444258.4k $6.3m $6.3m 0.45% Added +4.0k +3,966
81 Snowden Capital Advisors LLC 0.20% of their portfolio New York, NY 257,956258.0k $6.2m $6.2m 0.20% Reduced -296.1k -296,124
82 HAMEL ASSOCIATES, INC. 2.08% of their portfolio Center Valley, PA 252,444252.4k $6.1m $6.1m 2.08% Reduced -69.9k -69,896
83 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 250,889250.9k $6.1m $6.1m 0.04% Added +140.4k +140,446
84 WJ Wealth Management, LLC 2.15% of their portfolio GLENDALE, AZ 250,658250.7k $6.1m $6.1m 2.15% Reduced -269.7k -269,696
85 Wick Capital Partners, LLC 1.80% of their portfolio WAYNE, PA 248,841248.8k $6.0m $6.0m 1.80% Added +53.0k +52,983
86 EIGHT 31 FINANCIAL, LLC 3.82% of their portfolio MIDLAND, TX 246,555246.6k $6.0m $6.0m 3.82% New
87 Laurel Wealth Advisors LLC 0.93% of their portfolio CHARLOTTE, NC 246,407246.4k $6.0m $6.0m 0.93% Added +4.2k +4,225
88 Sandy Spring Bank 0.25% of their portfolio Olney, MD 245,963246.0k $6.0m $6.0m 0.25% Added +8.7k +8,738
89 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 236,411236.4k $5.7m $5.7m 0.01% Added +31.0k +31,035
90 Praetorian Wealth Management, Inc. 1.37% of their portfolio CARMEL, CA 232,174232.2k $5.6m $5.6m 1.37% Added +16.2k +16,172
91 Atria Investments, Inc 0.07% of their portfolio Charlotte, NC 231,451231.5k $5.6m $5.6m 0.07% Added +9.7k +9,681
92 Signature Wealth Management Group 2.17% of their portfolio ATLANTA, GA 230,154230.2k $5.6m $5.6m 2.17% Added +2.4k +2,411
93 Madden Advisory Services, Inc. 2.55% of their portfolio Jacksonville, FL 226,142226.1k $5.5m $5.5m 2.55% Added +30.4k +30,396
94 Mariner, LLC 0.01% of their portfolio Overland Park, KS 225,997226.0k $5.5m $5.5m 0.01% Added +17.6k +17,569
95 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 225,981226.0k $5.5m $5.5m 0.02% Added +2.3k +2,284
96 Houlihan Financial Resource Group, Ltd. 2.42% of their portfolio ASHBURN, VA 222,275222.3k $5.4m $5.4m 2.42% Reduced -3.4k -3,366
97 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 222,097222.1k $5.4m $5.4m 0.02% Added +48.9k +48,860
98 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.04% of their portfolio IRVING, TX 213,823213.8k $5.2m $5.2m 0.04% Added +16.1k +16,057
99 Beaumont Asset Management, L.L.C. 3.11% of their portfolio BEAUMONT, TX 212,647212.6k $5.1m $5.1m 3.11% Added +18.8k +18,815
100 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 212,285212.3k $5.1m $5.1m 0.01% New