Vault-13

ISHARES TR IBDR

IBONDS DEC2026 · ETP · CUSIP 46435GAA0

451 institutional holders -12 vs Q1 2026
90,404,55890.4m shares reported held*
$2.5bnreported value*
41 new 154 added 172 reduced 48 sold out net sold ≈ $144.6m (-6.2m 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 ($339.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $27.16.

Trends to Q2 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: 463Q2 26: 451451Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026451

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 24: 231 bought or addedQ3 24: 90 cut or sold outQ4 24: 255 bought or addedQ4 24: 84 cut or sold outQ4 24Q1 25: 256 bought or addedQ1 25: 114 cut or sold outQ2 25: 234 bought or addedQ2 25: 133 cut or sold outQ2 25Q3 25: 264 bought or addedQ3 25: 127 cut or sold outQ4 25: 272 bought or addedQ4 25: 144 cut or sold outQ4 25Q1 26: 234 bought or addedQ1 26: 196 cut or sold outQ2 26: 195 bought or addedQ2 26: 220 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202423190
Q4 202425584
Q1 2025256114
Q2 2025234133
Q3 2025264127
Q4 2025272144
Q1 2026234196
Q2 2026195220

Biggest buyers

VIRGINIA WEALTH MANAGEMENT GROUP, INC. New +249,890+249.9k
LBMC INVESTMENT ADVISORS, LLC New +222,321+222.3k
MCF Advisors LLC Added +222,146+222.1k
JANE STREET GROUP, LLC Added +220,120+220.1k
Integrated Wealth Concepts LLC Added +211,418+211.4k
Janney Montgomery Scott LLC Added +172,028+172.0k
HOWLAND CAPITAL MANAGEMENT LLC Added +167,978+168.0k
Foundation Wealth Management, LLC New +151,521+151.5k
Rubicon Advisors, GP New +132,570+132.6k
Kestra Advisory Services, LLC Added +129,826+129.8k

Biggest sellers

SHUFRO ROSE & CO LLC Reduced -1,218,151-1.2m
TABR Capital Management, LLC Sold out -995,431-995.4k
BlackRock, Inc. Reduced -591,544-591.5k
Sound View Wealth Advisors Group, LLC Reduced -508,772-508.8k
Windsor Capital Management, LLC Sold out -396,285-396.3k
AMERIPRISE FINANCIAL INC Reduced -378,761-378.8k
Beaumont Asset Management, L.L.C. Reduced -371,474-371.5k
McGuire Investment Group, LLC Sold out -361,392-361.4k
Lido Advisors, LLC Reduced -290,128-290.1k
Arrow Financial Corp Reduced -224,783-224.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 9,829,8319.8m $238.2m $238.2m 0.02% Added +44.4k +44,360
2 Lido Advisors, LLC 0.38% of their portfolio Los Angeles, CA 4,383,8014.4m $106.2m $106.2m 0.38% Reduced -290.1k -290,128
3 MERCER GLOBAL ADVISORS INC /ADV 0.13% of their portfolio DENVER, CO 4,313,6344.3m $104.5m $104.5m 0.13% Added +40.6k +40,576
4 HM PAYSON & CO 1.34% of their portfolio PORTLAND, ME 4,186,3184.2m $101.4m $101.4m 1.34% Reduced -4.2k -4,193
5 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 3,879,9233.9m $94.0m $94.0m 0.02% Reduced -165.0k -165,044
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,576,1183.6m $86.6m $86.6m 0.00% Reduced -174.1k -174,100
7 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 2,484,9752.5m $60.2m $60.2m 0.02% Reduced -181.7k -181,732
8 COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio WALTHAM, MA 1,648,3331.6m $39.9m $39.9m 0.05% Reduced -35.7k -35,730
9 Gratus Wealth Advisors, LLC 4.71% of their portfolio VIRGINIA BEACH, VA 1,527,9121.5m $37.0m $37.0m 4.71% Added +31.4k +31,407
10 Kathmere Capital Management, LLC 1.93% of their portfolio WAYNE, PA 1,502,3211.5m $36.4m $36.4m 1.93% Added +109.5k +109,451
11 HOWLAND CAPITAL MANAGEMENT LLC 1.31% of their portfolio BOSTON, MA 1,496,0181.5m $36.2m $36.2m 1.31% Added +168.0k +167,978
12 Sound View Wealth Advisors Group, LLC 2.21% of their portfolio SAVANNAH, GA 1,472,4851.5m $35.7m $35.7m 2.21% Reduced -508.8k -508,772
13 CAPTRUST FINANCIAL ADVISORS 0.05% of their portfolio RALEIGH, NC 1,415,9241.4m $34.3m $34.3m 0.05% Reduced -128.2k -128,250
14 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,305,4061.3m $31.6m $31.6m 0.01% Reduced -151.2k -151,241
15 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 1,276,1171.3m $30.9m $30.9m 0.03% Reduced -38.6k -38,629
16 Stratos Wealth Partners, LTD. 0.29% of their portfolio BEACHWOOD, OH 1,175,4521.2m $28.5m $28.5m 0.29% Added +62.2k +62,230
17 RVW Wealth, LLC 1.86% of their portfolio LOS ANGELES, CA 1,165,0911.2m $28.2m $28.2m 1.86% Added +24.5k +24,546
18 Kestra Advisory Services, LLC 0.09% of their portfolio AUSTIN, TX 1,162,4811.2m $28.2m $28.2m 0.09% Added +129.8k +129,826
19 SIGMA INVESTMENT COUNSELORS INC 1.35% of their portfolio NORTHVILLE, MI 1,146,6791.1m $27.8m $27.8m 1.35% Reduced -10.3k -10,339
20 NewEdge Advisors, LLC 0.08% of their portfolio NEW ORLEANS, LA 1,136,8751.1m $27.5m $27.5m 0.08% Added +22.4k +22,436
21 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 1,093,6021.1m $26.5m $26.5m 0.03% Reduced -138.1k -138,133
22 COWA, LLC 6.62% of their portfolio Tulsa, OK 1,089,6241.1m $26.4m $26.4m 6.62% Added +74.5k +74,518
23 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,068,1721.1m $25.9m $25.9m 0.01% Reduced -378.8k -378,761
24 Mariner, LLC 0.03% of their portfolio Overland Park, KS 1,007,7761.0m $24.4m $24.4m 0.03% Reduced -4.4k -4,398
25 IFS Advisors, LLC 11.30% of their portfolio OVERLAND PARK, KS 973,964974.0k $23.6m $23.6m 11.30% Added +6.2k +6,162
26 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 935,865935.9k $22.7m $22.7m 0.01% Reduced -82.2k -82,213
27 Mesirow Financial Investment Management, Inc. 0.33% of their portfolio CHICAGO, IL 872,266872.3k $21.1m $21.1m 0.33% Reduced -10.6k -10,590
28 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 862,303862.3k $20.9m $20.9m 0.03% Reduced -4.4k -4,435
29 BENJAMIN EDWARDS INC 0.19% of their portfolio Clayton, MO 838,929838.9k $20.3m $20.3m 0.19% Added +29.3k +29,340
30 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 837,009837.0k $20.3m $20.3m 0.00% Reduced -186.9k -186,945
31 MV CAPITAL MANAGEMENT, INC. 1.62% of their portfolio BETHESDA, MD 756,074756.1k $18.3m $18.3m 1.62% Added +4.6k +4,647
32 Glenview Trust Co 0.24% of their portfolio Louisville, KY 729,084729.1k $17.7m $17.7m 0.24% Added +18.1k +18,129
33 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 714,410714.4k $17.3m $17.3m 0.02% Reduced -38.9k -38,870
34 REBALANCE, LLC 0.90% of their portfolio PALO ALTO, CA 711,980712.0k $17.3m $17.3m 0.90% Reduced -48.4k -48,405
35 Venture Visionary Partners LLC 0.45% of their portfolio Sylvania, OH 662,326662.3k $16.0m $16.0m 0.45% Reduced -201.7k -201,681
36 SPINNAKER TRUST 0.78% of their portfolio PORTLAND, ME 661,842661.8k $16.0m $16.0m 0.78% Added +87.3k +87,316
37 Capital Investment Advisors, LLC 0.21% of their portfolio ATLANTA, GA 660,322660.3k $16.0m $16.0m 0.21% Added +41.9k +41,941
38 Sanctuary Advisors, LLC 0.07% of their portfolio INDIANAPOLIS, IN 652,971653.0k $15.8m $15.8m 0.07% Reduced -4.0k -4,023
39 EP Wealth Advisors, LLC 0.05% of their portfolio TORRANCE, CA 591,531591.5k $14.3m $14.3m 0.05% Added +123.9k +123,905
40 Beacon Pointe Advisors, LLC 0.06% of their portfolio NEWPORT BEACH, CA 574,362574.4k $13.9m $13.9m 0.06% Reduced -12.9k -12,901
41 Northstar Group, Inc. 1.72% of their portfolio NEW YORK, NY 550,123550.1k $13.3m $13.3m 1.72% Added +13.8k +13,790
42 Strid Group, LLC 1.45% of their portfolio NEWTOWN SQUARE, PA 538,854538.9k $13.1m $13.1m 1.45% Reduced -67.0k -67,047
43 CENTRAL TRUST Co 0.23% of their portfolio JEFFERSON CITY, MO 525,939525.9k $12.7m $12.7m 0.23% Reduced -18.1k -18,114
44 NovaPoint Capital, LLC 2.64% of their portfolio ATLANTA, GA 523,659523.7k $12.7m $12.7m 2.64% Reduced -111.2k -111,217
45 Integrated Wealth Concepts LLC 0.06% of their portfolio WALTHAM, MA 508,244508.2k $12.3m $12.3m 0.06% Added +211.4k +211,418
46 IFP Advisors, Inc 0.22% of their portfolio TAMPA, FL 495,135495.1k $12.0m $12.0m 0.22% Added +13.9k +13,900
47 Baltimore-Washington Financial Advisors, Inc. 0.44% of their portfolio Columbia, MD 480,366480.4k $11.6m $11.6m 0.44% Reduced -2.5k -2,482
48 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 471,188471.2k $11.4m $11.4m 0.01% Added +116.9k +116,931
49 Wick Capital Partners, LLC 1.67% of their portfolio WAYNE, PA 457,123457.1k $11.1m $11.1m 1.67% Reduced -26.2k -26,154
50 MCF Advisors LLC 0.39% of their portfolio LEXINGTON, KY 452,688452.7k $11.0m $11.0m 0.39% Added +222.1k +222,146
51 Allworth Financial LP 0.05% of their portfolio FOLSOM, CA 448,668448.7k $10.9m $10.9m 0.05% Added +25.8k +25,754
52 Global Retirement Partners, LLC 0.16% of their portfolio San Rafael, CA 443,156443.2k $10.7m $10.7m 0.16% First filing
53 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.06% of their portfolio IRVING, TX 441,512441.5k $10.7m $10.7m 0.06% Added +69.0k +69,032
54 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 431,943431.9k $10.5m $10.5m 0.02% Added +8.7k +8,659
55 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 421,595421.6k $10.2m $10.2m 0.00% Added +74.9k +74,942
56 ARCADIA INVESTMENT ADVISORS LLC 4.18% of their portfolio EAGLE, ID 409,478409.5k $9.9m $9.9m 4.18% Added +14.2k +14,159
57 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 399,319399.3k $9.7m $9.7m 0.02% Added +172.0k +172,028
58 Balentine LLC 0.34% of their portfolio ATLANTA, GA 397,242397.2k $9.6m $9.6m 0.34% Reduced -16.7k -16,703
59 Composition Wealth, LLC 0.11% of their portfolio LOS ANGELES, CA 392,395392.4k $9.5m $9.5m 0.11% Added +7.2k +7,243
60 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 392,070392.1k $9.5m $9.5m 0.01% Added +8.3k +8,349
61 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 391,318391.3k $9.5m $9.5m 0.01% Added +220.1k +220,120
62 Atria Investments, Inc 0.09% of their portfolio Charlotte, NC 377,655377.7k $9.2m $9.2m 0.09% Added +39.4k +39,371
63 First National Trust Co 0.30% of their portfolio Johnstown, PA 368,206368.2k $8.9m $8.9m 0.30% Reduced -53.7k -53,742
64 SAX WEALTH ADVISORS, LLC 0.36% of their portfolio PARSIPPANY, NJ 367,674367.7k $8.9m $8.9m 0.36% Added +6.4k +6,379
65 LEAVELL INVESTMENT MANAGEMENT, INC. 0.31% of their portfolio MOBILE, AL 351,386351.4k $8.5m $8.5m 0.31% Reduced -32.9k -32,949
66 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 350,589350.6k $8.5m $8.5m 0.01% Added +49.3k +49,321
67 LYELL WEALTH MANAGEMENT, LP 0.52% of their portfolio MENLO PARK, CA 350,401350.4k $8.5m $8.5m 0.52% Reduced -115.9k -115,878
68 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 344,368344.4k $8.3m $8.3m 0.01% Added +121.5k +121,474
69 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.11% of their portfolio MINNEAPOLIS, MN 341,342341.3k $8.3m $8.3m 0.11% Added +31.6k +31,559
70 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 334,081334.1k $8.1m $8.1m 0.00% Added +90.8k +90,827
71 Kesler, Norman & Wride, LLC 1.25% of their portfolio OGDEN, UT 325,975326.0k $7.9m $7.9m 1.25% Reduced -12.6k -12,626
72 Madden Advisory Services, Inc. 2.83% of their portfolio Jacksonville, FL 325,410325.4k $7.9m $7.9m 2.83% Reduced -4.7k -4,742
73 Merit Financial Group, LLC 0.05% of their portfolio ALPHARETTA, GA 323,679323.7k $7.8m $7.8m 0.05% Added +17.4k +17,447
74 Parallel Advisors, LLC 0.12% of their portfolio SAN FRANCISCO, CA 320,102320.1k $7.8m $7.8m 0.12% Added +50.7k +50,737
75 InvesTrust 2.96% of their portfolio OKLAHOMA CITY, OK 317,326317.3k $7.7m $7.7m 2.96% Reduced -6.8k -6,788
76 Peloton Wealth Strategists 2.65% of their portfolio INDIANAPOLIS, IN 296,140296.1k $7.2m $7.2m 2.65% Reduced -3.0k -3,000
77 OneDigital Investment Advisors LLC 0.06% of their portfolio OVERLAND PARK, KS 289,388289.4k $7.0m $7.0m 0.06% Reduced -28.2k -28,199
78 Cornerstone Planning, LLC 1.62% of their portfolio CHARLOTTE, NC 288,419288.4k $7.0m $7.0m 1.62% Added +1.3k +1,252
79 FULTON BREAKEFIELD BROENNIMAN LLC 0.36% of their portfolio Bethesda, MD 254,470254.5k $6.2m $6.2m 0.36% Added +5.8k +5,827
80 VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3.02% of their portfolio VIRGINIA BEACH, VA 249,890249.9k $6.1m $6.1m 3.02% New
81 Resonant Capital Advisors, LLC 0.29% of their portfolio Madison, WI 247,125247.1k $6.0m $6.0m 0.29% Reduced -10.0k -9,982
82 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 242,647242.6k $5.9m $5.9m 0.00% Added +33.1k +33,134
83 Valmark Advisers, Inc. 0.06% of their portfolio AKRON, OH 238,786238.8k $5.8m $5.8m 0.06% Added +52.0k +52,027
84 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 237,318237.3k $5.8m $5.8m 0.00% Added +40.7k +40,710
85 Laurel Wealth Advisors LLC 0.55% of their portfolio CHARLOTTE, NC 236,025236.0k $5.7m $5.7m 0.55% Reduced -4.6k -4,575
86 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 233,838233.8k $5.7m $5.7m 0.00% Added +36.2k +36,177
87 Snowden Capital Advisors LLC 0.13% of their portfolio New York, NY 232,437232.4k $5.6m $5.6m 0.13% Reduced -11.4k -11,426
88 Delta Wealth Advisors LLC 3.97% of their portfolio INDIANAPOLIS, IN 229,154229.2k $5.6m $5.6m 3.97% Added +9.8k +9,779
89 Aviance Capital Partners, LLC 0.58% of their portfolio NAPLES, FL 229,073229.1k $5.6m $5.6m 0.58% Added +20.0k +19,959
90 4Thought Financial Group Inc. 2.59% of their portfolio SYOSSET, NY 227,209227.2k $5.5m $5.5m 2.59% Added +42.6k +42,628
91 Prospera Financial Services Inc 0.08% of their portfolio Dallas, TX 225,797225.8k $5.5m $5.5m 0.08% Added +35.5k +35,481
92 LBMC INVESTMENT ADVISORS, LLC 0.29% of their portfolio BRENTWOOD, TN 222,321222.3k $5.4m $5.4m 0.29% New
93 Houlihan Financial Resource Group, Ltd. 1.92% of their portfolio ASHBURN, VA 222,124222.1k $5.4m $5.4m 1.92% Reduced -2.5k -2,532
94 REGIONS FINANCIAL CORP 0.03% of their portfolio BIRMINGHAM, AL 220,984221.0k $5.4m $5.4m 0.03% Reduced -28.2k -28,190
95 HAMEL ASSOCIATES, INC. 1.44% of their portfolio Center Valley, PA 215,254215.3k $5.2m $5.2m 1.44% Reduced -27.7k -27,709
96 Guidance Point Advisors, LLC 1.09% of their portfolio Wellesley, MA 213,363213.4k $5.2m $5.2m 1.09% Added +6.9k +6,933
97 Crews Bank & Trust 0.67% of their portfolio PORT CHARLOTTE, FL 211,905211.9k $5.1m $5.1m 0.67% Reduced -13.8k -13,800
98 Heartland Bank & Trust Co 1.06% of their portfolio BLOOMINGTON, IL 211,676211.7k $5.1m $5.1m 1.06% Added +11.6k +11,573
99 Sowell Financial Services LLC 0.17% of their portfolio NORTH LITTLE ROCK, AR 209,385209.4k $5.1m $5.1m 0.17% Reduced -2.4k -2,444
100 Praetorian Wealth Management, Inc. 0.87% of their portfolio CARMEL, CA 209,282209.3k $5.1m $5.1m 0.87% Reduced -11.1k -11,110