Vault-13

ISHARES TR IBMO

IBONDS DEC 26 · ETP · CUSIP 46435U259

180 institutional holders -3 vs Q4 2024
16,889,50116.9m shares reported held*
$431.7mreported value*
9 new 70 added 57 reduced 11 sold out net sold ≈ $18.6m (-725.8k 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. Holder counts are more reliable. Implied quarter-end price ≈ $25.56.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 90Q4 22: 109Q1 23: 115Q2 23: 120Q3 23: 120Q4 23: 139Q1 24: 155Q2 24: 157Q3 24: 161Q4 24: 183Q1 25: 180180Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202290
Q4 2022109
Q1 2023115
Q2 2023120
Q3 2023120
Q4 2023139
Q1 2024155
Q2 2024157
Q3 2024161
Q4 2024183
Q1 2025180

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 63 bought or addedQ2 23: 35 cut or sold outQ3 23: 64 bought or addedQ3 23: 39 cut or sold outQ3 23Q4 23: 79 bought or addedQ4 23: 41 cut or sold outQ1 24: 94 bought or addedQ1 24: 42 cut or sold outQ1 24Q2 24: 80 bought or addedQ2 24: 51 cut or sold outQ3 24: 77 bought or addedQ3 24: 52 cut or sold outQ3 24Q4 24: 93 bought or addedQ4 24: 45 cut or sold outQ1 25: 79 bought or addedQ1 25: 68 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20236335
Q3 20236439
Q4 20237941
Q1 20249442
Q2 20248051
Q3 20247752
Q4 20249345
Q1 20257968

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +137,902+137.9k
Lido Advisors, LLC Added +135,094+135.1k
LPL Financial LLC Added +49,803+49.8k
Orion Portfolio Solutions, LLC Added +44,564+44.6k
NorthCoast Asset Management LLC New +43,124+43.1k
DEUTSCHE BANK AG\ New +41,021+41.0k
LBMC INVESTMENT ADVISORS, LLC Added +36,694+36.7k
Orion Porfolio Solutions, LLC Added +36,293+36.3k
Atwater Malick LLC Added +30,312+30.3k
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Added +27,629+27.6k

Biggest sellers

Corient Private Wealth LP Reduced -320,749-320.7k
Ashton Thomas Private Wealth, LLC Reduced -268,013-268.0k
UBS Group AG Reduced -184,787-184.8k
AMERIPRISE FINANCIAL INC Reduced -161,733-161.7k
Newman Dignan & Sheerar, Inc. Sold out -118,734-118.7k
Kathmere Capital Management, LLC Reduced -94,557-94.6k
RAYMOND JAMES FINANCIAL INC Reduced -83,875-83.9k
ENVESTNET ASSET MANAGEMENT INC Reduced -75,521-75.5k
Focus Partners Wealth Reduced -63,884-63.9k
Crumly & Associates Inc. Reduced -31,685-31.7k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,886,5181.9m $48.2m $48.2m 0.00% Added +137.9k +137,902
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 873,501873.5k $22.3m $22.3m 0.01% Reduced -75.5k -75,521
3 MERCER GLOBAL ADVISORS INC /ADV 0.05% of their portfolio DENVER, CO 859,031859.0k $22.0m $22.0m 0.05% Reduced -7.3k -7,327
4 Clearstead Advisors, LLC 0.34% of their portfolio CLEVELAND, OH 855,421855.4k $21.9m $21.9m 0.34% Reduced -7.9k -7,884
5 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 688,099688.1k $17.6m $17.6m 0.02% Reduced -23.3k -23,251
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 687,559687.6k $17.6m $17.6m 0.00% Reduced -21.5k -21,544
7 NewEdge Advisors, LLC 0.09% of their portfolio NEW ORLEANS, LA 569,568569.6k $14.6m $14.6m 0.09% Added +10.1k +10,133
8 Kathmere Capital Management, LLC 1.15% of their portfolio WAYNE, PA 528,357528.4k $13.5m $13.5m 1.15% Reduced -94.6k -94,557
9 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 493,053493.1k $12.6m $12.6m 0.00% Added +6.2k +6,179
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 468,920468.9k $12.0m $12.0m 0.00% Reduced -184.8k -184,787
11 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 387,913387.9k $9.9m $9.9m 0.00% Added +49.8k +49,803
12 LBMC INVESTMENT ADVISORS, LLC 0.73% of their portfolio BRENTWOOD, TN 366,493366.5k $9.4m $9.4m 0.73% Added +36.7k +36,694
13 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 344,628344.6k $8.8m $8.8m 0.01% Reduced -6.5k -6,470
14 Hills Bank & Trust Co 0.59% of their portfolio North Liberty, IA 325,445325.4k $8.3m $8.3m 0.59% Added +1.4k +1,413
15 Integrated Wealth Concepts LLC 0.10% of their portfolio WALTHAM, MA 325,296325.3k $8.3m $8.3m 0.10% Added +20.5k +20,544
16 Covington Investment Advisors Inc. 1.21% of their portfolio LIGONIER, PA 301,290301.3k $7.8m $7.8m 1.21% Added +7.2k +7,250
17 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 285,347285.3k $7.3m $7.3m 0.00% Reduced -83.9k -83,875
18 Lido Advisors, LLC 0.04% of their portfolio Los Angeles, CA 282,329282.3k $7.2m $7.2m 0.04% Added +135.1k +135,094
19 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 268,783268.8k $6.9m $6.9m 0.01% Reduced -2.6k -2,593
20 LEAVELL INVESTMENT MANAGEMENT, INC. 0.34% of their portfolio MOBILE, AL 266,114266.1k $6.8m $6.8m 0.34% Added +9.0k +9,000
21 Praetorian Wealth Management, Inc. 1.48% of their portfolio CARMEL, CA 236,902236.9k $6.1m $6.1m 1.48% Added +2.9k +2,940
22 HOWLAND CAPITAL MANAGEMENT LLC 0.21% of their portfolio BOSTON, MA 181,686181.7k $4.6m $4.6m 0.21% Added +16.3k +16,331
23 CENTRAL TRUST Co 0.10% of their portfolio JEFFERSON CITY, MO 162,001162.0k $4.1m $4.1m 0.10% Reduced -7.7k -7,706
24 Cyndeo Wealth Partners, LLC 0.27% of their portfolio ST. PETERSBURG, FL 161,854161.9k $4.1m $4.1m 0.27% Reduced -11.1k -11,128
25 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 158,254158.3k $4.0m $4.0m 0.00% Reduced -161.7k -161,733
26 Sound View Wealth Advisors Group, LLC 0.33% of their portfolio SAVANNAH, GA 157,368157.4k $4.0m $4.0m 0.33% Added +16.8k +16,842
27 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 153,577153.6k $3.9m $3.9m 0.01% Added +13.4k +13,371
28 Quantum Financial Advisors, LLC 0.58% of their portfolio SANTA MONICA, CA 152,238152.2k $3.9m $3.9m 0.58% Added +20.1k +20,132
29 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.07% of their portfolio MINNEAPOLIS, MN 144,392144.4k $3.7m $3.7m 0.07% Added +27.6k +27,629
30 Paradiem, LLC 0.96% of their portfolio COVINGTON, LA 135,772135.8k $3.5m $3.5m 0.96% Unchanged
31 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 125,134125.1k $3.2m $3.2m 0.00% Added +18.8k +18,796
32 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 114,601114.6k $2.9m $2.9m 0.01% Reduced -12.6k -12,603
33 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 108,114108.1k $2.8m $2.8m 0.02% Added +16.7k +16,704
34 COLDSTREAM CAPITAL MANAGEMENT INC 0.06% of their portfolio BELLEVUE, WA 105,219105.2k $2.7m $2.7m 0.06% Added +8.8k +8,791
35 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 104,506104.5k $2.7m $2.7m 0.02% Reduced -1.5k -1,536
36 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 95,83495.8k $2.4m $2.4m 0.00% Added +1.6k +1,595
37 SONATA CAPITAL GROUP INC 1.06% of their portfolio SEATTLE, WA 95,28795.3k $2.4m $2.4m 1.06% Unchanged
38 Atwater Malick LLC 0.82% of their portfolio LANCASTER, PA 94,70694.7k $2.4m $2.4m 0.82% Added +30.3k +30,312
39 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.03% of their portfolio ST. LOUIS, MO 75,46775.5k $1.9m $1.9m 0.03% Reduced -11 -11
40 REGIONS FINANCIAL CORP 0.01% of their portfolio BIRMINGHAM, AL 75,03975.0k $1.9m $1.9m 0.01% Added +2.5k +2,543
41 New England Private Wealth Advisors LLC 0.29% of their portfolio WELLESLEY, MA 73,25573.3k $1.9m $1.9m 0.29% Added +6.2k +6,192
42 SENTINEL PENSION ADVISORS, LLC 0.32% of their portfolio WAKEFIELD, MA 68,75268.8k $1.8m $1.8m 0.32% Added +924 +924
43 WOODMONT INVESTMENT COUNSEL LLC 0.12% of their portfolio NASHVILLE, TN 65,72965.7k $1.7m $1.7m 0.12% Unchanged
44 Scissortail Wealth Management, LLC 0.43% of their portfolio TULSA, OK 64,90364.9k $1.7m $1.7m 0.43% Reduced -4.0k -3,960
45 MOSELEY INVESTMENT MANAGEMENT INC 0.62% of their portfolio BRADENTON, FL 61,92961.9k $1.6m $1.6m 0.62% Unchanged
46 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 59,96460.0k $1.5m $1.5m 0.00% Reduced -63.9k -63,884
47 Glenview Trust Co 0.03% of their portfolio Louisville, KY 58,83858.8k $1.5m $1.5m 0.03% Unchanged
48 JAMES INVESTMENT RESEARCH, INC. 0.19% of their portfolio ALPHA, OH 58,75558.8k $1.5m $1.5m 0.19% Unchanged
49 Signature Wealth Management Group 0.58% of their portfolio ATLANTA, GA 58,69358.7k $1.5m $1.5m 0.58% Reduced -459 -459
50 Valmark Advisers, Inc. 0.02% of their portfolio AKRON, OH 58,24858.2k $1.5m $1.5m 0.02% Reduced -3.0k -2,993
51 Capital Investment Advisors, LLC 0.03% of their portfolio ATLANTA, GA 57,39457.4k $1.5m $1.5m 0.03% Added +1.4k +1,417
52 PSI Advisors, LLC 0.47% of their portfolio TAMPA, FL 56,87456.9k $1.5m $1.5m 0.47% Added +5.8k +5,800
53 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 54,76754.8k $1.4m $1.4m 0.02% Added +9.9k +9,872
54 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 53,38353.4k $1.4m $1.4m 0.02% Reduced -3.2k -3,219
55 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 52,83552.8k $1.3m $1.3m 0.01% Added +44.6k +44,564
56 RIA Advisory Group LLC 0.44% of their portfolio Des Moines, IA 52,80652.8k $1.3m $1.3m 0.44% Added +5.4k +5,370
57 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.10% of their portfolio FORT WAYNE, IN 49,53349.5k $1.3m $1.3m 0.10% Unchanged
58 CWM, LLC 0.00% of their portfolio OMAHA, NE 48,99649.0k $1.3m $1.3m 0.00% Added +1.0k +1,041
59 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 48,74748.7k $1.2m $1.2m 0.00% Reduced -320.7k -320,749
60 BENJAMIN EDWARDS INC 0.02% of their portfolio Clayton, MO 48,58848.6k $1.2m $1.2m 0.02% Added +3.8k +3,793
61 Granite Harbor Advisors, Inc. 0.66% of their portfolio Houston, TX 48,32948.3k $1.2m $1.2m 0.66% Added +2.6k +2,576
62 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 46,42546.4k $1.2m $1.2m 0.02% Added +3.7k +3,670
63 BLUE SQUARE ASSET MANAGEMENT, LLC 0.63% of their portfolio NEW YORK, NY 45,66045.7k $1.2m $1.2m 0.63% Reduced -963 -963
64 SPINNAKER TRUST 0.08% of their portfolio PORTLAND, ME 45,08545.1k $1.2m $1.2m 0.08% Added +11.1k +11,060
65 Evergreen Private Wealth LLC 0.54% of their portfolio GREENWOOD VILLAGE, CO 45,02945.0k $1.2m $1.2m 0.54% Added +906 +906
66 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 44,56444.6k $1.1m $1.1m 0.01% Added +36.3k +36,293
67 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 44,31344.3k $1.1m $1.1m 0.02% Added +30 +30
68 Sandy Spring Bank 0.05% of their portfolio Olney, MD 43,86943.9k $1.1m $1.1m 0.05% Added +481 +481
69 WJ Wealth Management, LLC 0.39% of their portfolio GLENDALE, AZ 43,32343.3k $1.1m $1.1m 0.39% Reduced -21.2k -21,200
70 NorthCoast Asset Management LLC 0.01% of their portfolio STAMFORD, CT 43,12443.1k $1.1m $1.1m 0.01% New
71 Mariner, LLC 0.00% of their portfolio Overland Park, KS 41,83541.8k $1.1m $1.1m 0.00% Reduced -502 -502
72 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 41,76641.8k $1.1m $1.1m 0.03% Added +163 +163
73 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 41,02141.0k $1.0m $1.0m 0.00% New
74 Foundry Financial Group, Inc. 0.63% of their portfolio LACONIA, NH 39,93839.9k $1.0m $1.0m 0.63% Reduced -4.2k -4,250
75 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 39,87539.9k $1.0m $1.0m 0.00% Added +4.1k +4,117
76 Lantz Financial LLC 0.28% of their portfolio NAPERVILLE, IL 39,43339.4k $1.0m $1.0m 0.28% Added +78 +78
77 Modern Wealth Management, LLC 0.03% of their portfolio KANSAS CITY, MO 38,05238.1k $972.6k $972.6k 0.03% Reduced -2.5k -2,544
78 POSTROCK PARTNERS LLC 0.47% of their portfolio OVERLAND PARK, KS 37,06637.1k $947.4k $947.4k 0.47% Unchanged
79 Prism Advisors, Inc. 0.28% of their portfolio STUDIO CITY, CA 35,66535.7k $911.6k $911.6k 0.28% Unchanged
80 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 32,60832.6k $833.0k $833.0k 0.00% Reduced -11.7k -11,686
81 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 31,95532.0k $816.8k $816.8k 0.00% Added +10.8k +10,841
82 GC Wealth Management RIA, LLC 0.15% of their portfolio Cambridge, MA 31,76431.8k $811.9k $811.9k 0.15% Added +1.1k +1,123
83 Snowden Capital Advisors LLC 0.03% of their portfolio New York, NY 31,70031.7k $810.3k $810.3k 0.03% Unchanged
84 Strid Group, LLC 0.12% of their portfolio NEWTOWN SQUARE, PA 31,17631.2k $796.9k $796.9k 0.12% Unchanged
85 Crews Bank & Trust 0.14% of their portfolio PORT CHARLOTTE, FL 30,98131.0k $791.9k $791.9k 0.14% Reduced -1.9k -1,930
86 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 30,74430.7k $785.8k $785.8k 0.02% Reduced -2.8k -2,771
87 Roof Eidam Maycock Peralta, LLC 0.20% of their portfolio San Francisco, CA 29,65529.7k $758.0k $758.0k 0.20% Reduced -5.6k -5,568
88 Resonant Capital Advisors, LLC 0.05% of their portfolio Madison, WI 27,46127.5k $701.9k $701.9k 0.05% Added +15.7k +15,680
89 CFS Investment Advisory Services, LLC 0.06% of their portfolio TOTOWA, NJ 25,68925.7k $657.0k $657.0k 0.06% Reduced -4.6k -4,599
90 Ashton Thomas Private Wealth, LLC 0.02% of their portfolio SCOTTSDALE, AZ 23,80023.8k $608.3k $608.3k 0.02% Reduced -268.0k -268,013
91 10Elms LLP 0.60% of their portfolio TULSA, OK 23,39423.4k $598.0k $598.0k 0.60% Added +4.2k +4,190
92 MEMBERS WEALTH LLC 0.43% of their portfolio MEDIA, PA 22,40622.4k $572.7k $572.7k 0.43% Added +786 +786
93 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 22,33822.3k $571.0k $571.0k 0.00% Added +6.0k +6,000
94 NOVEM GROUP 0.08% of their portfolio Rochester, NY 21,51021.5k $549.8k $549.8k 0.08% Added +579 +579
95 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 20,42320.4k $494.0k $494.0k 0.01% Reduced -11.6k -11,625
96 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 20,38220.4k $521.0k $521.0k 0.00% Reduced -4.5k -4,475
97 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 20,00020.0k $511.2k $511.2k 0.01% Unchanged
98 Parallel Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 19,57819.6k $500.4k $500.4k 0.01% Reduced -192 -192
99 First Affirmative Financial Network 0.30% of their portfolio COLORADO SPRINGS, CO 19,44419.4k $497.0k $497.0k 0.30% Added +788 +788
100 RIVERCHASE WEALTH MANAGEMENT, LLC 0.34% of their portfolio Flower Mound, TX 19,22919.2k $491.5k $491.5k 0.34% Unchanged