Vault-13

ISHARES TR IBDR

IBONDS DEC2026 · ETP · CUSIP 46435GAA0

463 institutional holders +4 vs Q4 2025
97,614,80897.6m shares reported held*
$2.6bnreported value*
51 new 183 added 154 reduced 42 sold out net sold ≈ $63.0m (-5.7m 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 ($436.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $26.89.

Trends to Q1 2026

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: 409Q2 25: 425Q3 25: 426Q4 25: 459Q1 26: 463463Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022174
Q4 2022206
Q1 2023231
Q2 2023232
Q3 2023260
Q4 2023318
Q1 2024333
Q2 2024347
Q3 2024358
Q4 2024390
Q1 2025409
Q2 2025425
Q3 2025426
Q4 2025459
Q1 2026463

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 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 25Q2 25: 234 bought or addedQ2 25: 133 cut or sold outQ3 25: 264 bought or addedQ3 25: 127 cut or sold outQ3 25Q4 25: 272 bought or addedQ4 25: 144 cut or sold outQ1 26: 234 bought or addedQ1 26: 196 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202422294
Q3 202423190
Q4 202425584
Q1 2025256114
Q2 2025234133
Q3 2025264127
Q4 2025272144
Q1 2026234196

Biggest buyers

HighTower Advisors, LLC New +1,314,746+1.3m
Lido Advisors, LLC Added +1,095,447+1.1m
COWA, LLC New +1,015,106+1.0m
Mesirow Financial Investment Management, Inc. Added +437,265+437.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +297,340+297.3k
COMMONWEALTH EQUITY SERVICES, LLC Added +275,437+275.4k
CITADEL ADVISORS LLC New +243,254+243.3k
Composition Wealth, LLC Added +242,571+242.6k
BlackRock, Inc. Added +220,798+220.8k
Beaumont Asset Management, L.L.C. Added +211,489+211.5k

Biggest sellers

Sarver Vrooman Wealth Advisors Reduced -1,769,786-1.8m
HighTower Advisors, LLC Sold out -1,396,686-1.4m
CAPTRUST FINANCIAL ADVISORS Reduced -1,373,141-1.4m
COWA, LLC Sold out -817,998-818.0k
Journey Advisory Group, LLC Reduced -766,764-766.8k
Klingman & Associates, LLC Sold out -712,284-712.3k
RAYMOND JAMES FINANCIAL INC Reduced -573,601-573.6k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -417,514-417.5k
Bulltick Wealth Management, LLC Reduced -355,085-355.1k
Cornerstone Planning, LLC Reduced -308,116-308.1k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 9,785,4719.8m $237.2m $237.2m 0.02% Added +18.6k +18,565
2 Lido Advisors, LLC 0.44% of their portfolio Los Angeles, CA 4,673,9294.7m $113.3m $113.3m 0.44% Added +1.1m +1,095,447
3 MERCER GLOBAL ADVISORS INC /ADV 0.15% of their portfolio DENVER, CO 4,273,0584.3m $103.6m $103.6m 0.15% Added +136.7k +136,681
4 HM PAYSON & CO 1.47% of their portfolio PORTLAND, ME 4,190,5114.2m $101.6m $101.6m 1.47% Reduced -92.6k -92,641
5 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 4,044,9674.0m $98.0m $98.0m 0.03% Reduced -2.5k -2,546
6 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,750,2183.8m $90.9m $90.9m 0.01% Reduced -128.3k -128,309
7 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 2,666,7072.7m $64.6m $64.6m 0.02% Reduced -573.6k -573,601
8 Sound View Wealth Advisors Group, LLC 3.27% of their portfolio SAVANNAH, GA 1,981,2572.0m $48.0m $48.0m 3.27% Reduced -32.0k -32,045
9 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 1,684,0631.7m $40.8m $40.8m 0.06% Added +275.4k +275,437
10 CAPTRUST FINANCIAL ADVISORS 0.07% of their portfolio RALEIGH, NC 1,544,1741.5m $37.4m $37.4m 0.07% Reduced -1.4m -1,373,141
11 Gratus Wealth Advisors, LLC 5.25% of their portfolio VIRGINIA BEACH, VA 1,496,5051.5m $36.3m $36.3m 5.25% Added +60.0k +59,966
12 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,456,6471.5m $35.3m $35.3m 0.01% Reduced -29.3k -29,287
13 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,446,9331.4m $35.0m $35.0m 0.01% Reduced -40.0k -40,043
14 Kathmere Capital Management, LLC 2.09% of their portfolio WAYNE, PA 1,392,8701.4m $33.8m $33.8m 2.09% Added +114.5k +114,491
15 HOWLAND CAPITAL MANAGEMENT LLC 1.27% of their portfolio BOSTON, MA 1,328,0401.3m $32.2m $32.2m 1.27% Reduced -12.2k -12,174
16 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 1,314,7461.3m $31.9m $31.9m 0.03% New
17 SHUFRO ROSE & CO LLC 2.05% of their portfolio NEW YORK, NY 1,243,7791.2m $30.1m $30.1m 2.05% Added +52.8k +52,768
18 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 1,231,7351.2m $29.9m $29.9m 0.03% Reduced -67.2k -67,157
19 SIGMA INVESTMENT COUNSELORS INC 1.48% of their portfolio NORTHVILLE, MI 1,157,0181.2m $28.0m $28.0m 1.48% Reduced -47.9k -47,916
20 RVW Wealth, LLC 2.15% of their portfolio LOS ANGELES, CA 1,140,5451.1m $27.6m $27.6m 2.15% Reduced -177.8k -177,816
21 NewEdge Advisors, LLC 0.10% of their portfolio NEW ORLEANS, LA 1,114,4391.1m $27.0m $27.0m 0.10% Added +67.7k +67,716
22 Stratos Wealth Partners, LTD. 0.31% of their portfolio BEACHWOOD, OH 1,113,2221.1m $27.0m $27.0m 0.31% Added +73.8k +73,768
23 Kestra Advisory Services, LLC 0.09% of their portfolio AUSTIN, TX 1,032,6551.0m $25.0m $25.0m 0.09% Added +181.1k +181,111
24 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,023,9541.0m $24.8m $24.8m 0.00% Reduced -192.0k -191,959
25 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 1,018,0781.0m $24.7m $24.7m 0.02% Reduced -59.2k -59,185
26 COWA, LLC 6.64% of their portfolio Tulsa, OK 1,015,1061.0m $24.6m $24.6m 6.64% New
27 Mariner, LLC 0.03% of their portfolio Overland Park, KS 1,012,1741.0m $24.5m $24.5m 0.03% Added +29.3k +29,317
28 TABR Capital Management, LLC 22.20% of their portfolio ORANGE, CA 995,431995.4k $24.1m $24.1m 22.20% Added +18.1k +18,133
29 IFS Advisors, LLC 12.09% of their portfolio OVERLAND PARK, KS 967,802967.8k $23.5m $23.5m 12.09% Added +31.7k +31,671
30 Mesirow Financial Investment Management, Inc. 0.35% of their portfolio CHICAGO, IL 882,856882.9k $21.4m $21.4m 0.35% Added +437.3k +437,265
31 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 866,738866.7k $21.0m $21.0m 0.03% Added +35.8k +35,782
32 Venture Visionary Partners LLC 0.70% of their portfolio Sylvania, OH 864,007864.0k $20.9m $20.9m 0.70% Added +34.5k +34,450
33 BENJAMIN EDWARDS INC 0.20% of their portfolio Clayton, MO 809,589809.6k $19.6m $19.6m 0.20% Added +56.7k +56,657
34 REBALANCE, LLC 1.07% of their portfolio PALO ALTO, CA 760,385760.4k $18.4m $18.4m 1.07% Reduced -12.4k -12,352
35 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 753,280753.3k $18.3m $18.3m 0.02% Reduced -20.8k -20,827
36 MV CAPITAL MANAGEMENT, INC. 1.79% of their portfolio BETHESDA, MD 751,427751.4k $18.2m $18.2m 1.79% Added +29.8k +29,763
37 Glenview Trust Co 0.27% of their portfolio Louisville, KY 710,955711.0k $17.2m $17.2m 0.27% Added +50.6k +50,605
38 CWM, LLC 0.04% of their portfolio OMAHA, NE 676,932676.9k $16.4m $16.4m 0.04% Added +90.5k +90,468
39 Sanctuary Advisors, LLC 0.09% of their portfolio INDIANAPOLIS, IN 656,994657.0k $15.9m $15.9m 0.09% Added +17.1k +17,106
40 NovaPoint Capital, LLC 3.86% of their portfolio ATLANTA, GA 634,876634.9k $15.4m $15.4m 3.86% Reduced -16.8k -16,771
41 Capital Investment Advisors, LLC 0.22% of their portfolio ATLANTA, GA 618,381618.4k $15.0m $15.0m 0.22% Added +77.2k +77,195
42 Strid Group, LLC 1.82% of their portfolio NEWTOWN SQUARE, PA 605,901605.9k $14.7m $14.7m 1.82% Added +16.4k +16,380
43 BlackRock, Inc. 0.00% of their portfolio New York, NY 591,702591.7k $14.3m $14.3m 0.00% Added +220.8k +220,798
44 Beacon Pointe Advisors, LLC 0.08% of their portfolio NEWPORT BEACH, CA 587,263587.3k $14.2m $14.2m 0.08% Added +43.4k +43,427
45 SPINNAKER TRUST 0.77% of their portfolio PORTLAND, ME 574,526574.5k $13.9m $13.9m 0.77% Added +34.6k +34,610
46 CENTRAL TRUST Co 0.26% of their portfolio JEFFERSON CITY, MO 544,053544.1k $13.2m $13.2m 0.26% Reduced -92.6k -92,599
47 Northstar Group, Inc. 1.84% of their portfolio NEW YORK, NY 536,333536.3k $13.0m $13.0m 1.84% Reduced -5.9k -5,877
48 Wick Capital Partners, LLC 2.14% of their portfolio WAYNE, PA 483,277483.3k $11.7m $11.7m 2.14% Added +36.9k +36,876
49 Baltimore-Washington Financial Advisors, Inc. 0.51% of their portfolio Columbia, MD 482,848482.8k $11.7m $11.7m 0.51% Reduced -7.0k -7,001
50 IFP Advisors, Inc 0.24% of their portfolio TAMPA, FL 481,235481.2k $11.7m $11.7m 0.24% Added +84.7k +84,682
51 Beaumont Asset Management, L.L.C. 5.19% of their portfolio BEAUMONT, TX 476,015476.0k $11.5m $11.5m 5.19% Added +211.5k +211,489
52 EP Wealth Advisors, LLC 0.06% of their portfolio TORRANCE, CA 467,626467.6k $11.3m $11.3m 0.06% Reduced -16.7k -16,709
53 LYELL WEALTH MANAGEMENT, LP 0.83% of their portfolio MENLO PARK, CA 466,279466.3k $11.3m $11.3m 0.83% Reduced -32.0k -31,970
54 MOSELEY INVESTMENT MANAGEMENT INC 3.31% of their portfolio BRADENTON, FL 427,717427.7k $10.4m $10.4m 3.31% Added +16.6k +16,587
55 Arrow Financial Corp 1.04% of their portfolio Glens Falls, NY 425,552425.6k $10.3m $10.3m 1.04% Reduced -152.4k -152,430
56 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 423,284423.3k $10.3m $10.3m 0.02% Added +51.1k +51,108
57 Allworth Financial LP 0.04% of their portfolio FOLSOM, CA 422,914422.9k $10.3m $10.3m 0.04% Added +9.8k +9,845
58 First National Trust Co 0.35% of their portfolio Johnstown, PA 421,948421.9k $10.2m $10.2m 0.35% Added +38.5k +38,507
59 Balentine LLC 0.40% of their portfolio ATLANTA, GA 413,945413.9k $10.0m $10.0m 0.40% Added +137.1k +137,130
60 Windsor Capital Management, LLC 2.71% of their portfolio Phoenix, AZ 396,285396.3k $9.6m $9.6m 2.71% Reduced -20.9k -20,854
61 ARCADIA INVESTMENT ADVISORS LLC 4.52% of their portfolio EAGLE, ID 395,319395.3k $9.6m $9.6m 4.52% Added +19.7k +19,746
62 Composition Wealth, LLC 0.13% of their portfolio LOS ANGELES, CA 385,152385.2k $9.3m $9.3m 0.13% Added +242.6k +242,571
63 LEAVELL INVESTMENT MANAGEMENT, INC. 0.38% of their portfolio MOBILE, AL 384,335384.3k $9.3m $9.3m 0.38% Added +12.3k +12,264
64 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 383,721383.7k $9.3m $9.3m 0.01% Added +14.4k +14,429
65 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.06% of their portfolio IRVING, TX 372,480372.5k $9.0m $9.0m 0.06% Added +69.5k +69,525
66 McGuire Investment Group, LLC 0.99% of their portfolio WAKEFIELD, RI 361,392361.4k $8.8m $8.8m 0.99% Reduced -8.2k -8,173
67 SAX WEALTH ADVISORS, LLC 0.42% of their portfolio PARSIPPANY, NJ 361,295361.3k $8.8m $8.8m 0.42% Unchanged
68 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 354,257354.3k $8.6m $8.6m 0.01% Added +38.9k +38,871
69 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 346,653346.7k $8.4m $8.4m 0.00% Added +185.4k +185,401
70 Kesler, Norman & Wride, LLC 1.41% of their portfolio OGDEN, UT 338,601338.6k $8.2m $8.2m 1.41% Added +1.4k +1,371
71 Atria Investments, Inc 0.09% of their portfolio Charlotte, NC 338,284338.3k $8.2m $8.2m 0.09% Added +11.7k +11,714
72 Madden Advisory Services, Inc. 3.15% of their portfolio Jacksonville, FL 330,152330.2k $8.0m $8.0m 3.15% Added +13.6k +13,562
73 Ironwood Financial, llc 1.38% of their portfolio TUCSON, AZ 325,923325.9k $7.9m $7.9m 1.38% Reduced -10.5k -10,542
74 InvesTrust 3.30% of their portfolio OKLAHOMA CITY, OK 324,114324.1k $7.9m $7.9m 3.30% Reduced -9.5k -9,508
75 OneDigital Investment Advisors LLC 0.08% of their portfolio OVERLAND PARK, KS 317,587317.6k $7.7m $7.7m 0.08% Reduced -661 -661
76 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.11% of their portfolio MINNEAPOLIS, MN 309,783309.8k $7.5m $7.5m 0.11% Added +46.1k +46,059
77 Merit Financial Group, LLC 0.06% of their portfolio ALPHARETTA, GA 306,232306.2k $7.4m $7.4m 0.06% Added +17.2k +17,227
78 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 301,268301.3k $7.3m $7.3m 0.01% Reduced -28.8k -28,798
79 Peloton Wealth Strategists 2.93% of their portfolio INDIANAPOLIS, IN 299,140299.1k $7.3m $7.3m 2.93% Reduced -2.7k -2,685
80 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 297,340297.3k $7.2m $7.2m 0.01% New
81 Integrated Wealth Concepts LLC 0.06% of their portfolio WALTHAM, MA 296,826296.8k $7.2m $7.2m 0.06% Added +60.1k +60,147
82 Cornerstone Planning, LLC 1.57% of their portfolio CHARLOTTE, NC 287,167287.2k $7.0m $7.0m 1.57% Reduced -308.1k -308,116
83 Parallel Advisors, LLC 0.12% of their portfolio SAN FRANCISCO, CA 269,365269.4k $6.5m $6.5m 0.12% Added +19.7k +19,699
84 Modern Wealth Management, LLC 0.11% of their portfolio KANSAS CITY, MO 257,844257.8k $6.2m $6.2m 0.11% Added +43.5k +43,533
85 Resonant Capital Advisors, LLC 0.33% of their portfolio Madison, WI 257,107257.1k $6.2m $6.2m 0.33% Reduced -1.1k -1,079
86 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 253,392253.4k $6.1m $6.1m 0.03% Reduced -10.5k -10,541
87 REGIONS FINANCIAL CORP 0.04% of their portfolio BIRMINGHAM, AL 249,174249.2k $6.0m $6.0m 0.04% Added +29.4k +29,433
88 FULTON BREAKEFIELD BROENNIMAN LLC 0.39% of their portfolio Bethesda, MD 248,643248.6k $6.0m $6.0m 0.39% Reduced -10.0k -10,033
89 Snowden Capital Advisors LLC 0.16% of their portfolio New York, NY 243,863243.9k $5.9m $5.9m 0.16% Reduced -3.7k -3,703
90 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 243,254243.3k $5.9m $5.9m 0.00% New
91 HAMEL ASSOCIATES, INC. 1.68% of their portfolio Center Valley, PA 242,963243.0k $5.9m $5.9m 1.68% Added +4.0k +4,013
92 Laurel Wealth Advisors LLC 0.58% of their portfolio CHARLOTTE, NC 240,600240.6k $5.8m $5.8m 0.58% Reduced -11.9k -11,902
93 Signature Wealth Management Group 2.14% of their portfolio ATLANTA, GA 232,146232.1k $5.6m $5.6m 2.14% Reduced -2.6k -2,609
94 MCF Advisors LLC 0.24% of their portfolio LEXINGTON, KY 230,542230.5k $5.6m $5.6m 0.24% Added +1.4k +1,436
95 Quantum Financial Advisors, LLC 0.62% of their portfolio SANTA MONICA, CA 228,110228.1k $5.5m $5.5m 0.62% Added +14.9k +14,940
96 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 227,291227.3k $5.5m $5.5m 0.01% Reduced -1.0k -1,017
97 Crews Bank & Trust 0.79% of their portfolio PORT CHARLOTTE, FL 225,705225.7k $5.5m $5.5m 0.79% Reduced -1.9k -1,915
98 Houlihan Financial Resource Group, Ltd. 2.12% of their portfolio ASHBURN, VA 224,656224.7k $5.4m $5.4m 2.12% Added +98.2k +98,224
99 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 222,894222.9k $5.4m $5.4m 0.01% Reduced -6.6k -6,607
100 Krilogy Financial LLC 0.17% of their portfolio ST. LOUIS, MO 220,573220.6k $5.3m $5.3m 0.17% Reduced -485 -485