Vault-13

ISHARES TR IBMO

IBONDS DEC 26 · ETP · CUSIP 46435U259

175 institutional holders -5 vs Q1 2025
17,446,00517.4m shares reported held*
$447.0mreported value*
15 new 70 added 42 reduced 16 sold out net bought ≈ $17.6m (+687.1k 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 ≈ $25.62.

Trends to Q2 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: 180Q2 25: 175175Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025175

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 64 bought or addedQ3 23: 39 cut or sold outQ4 23: 79 bought or addedQ4 23: 41 cut or sold outQ4 23Q1 24: 94 bought or addedQ1 24: 42 cut or sold outQ2 24: 80 bought or addedQ2 24: 51 cut or sold outQ2 24Q3 24: 77 bought or addedQ3 24: 52 cut or sold outQ4 24: 93 bought or addedQ4 24: 45 cut or sold outQ4 24Q1 25: 79 bought or addedQ1 25: 68 cut or sold outQ2 25: 85 bought or addedQ2 25: 58 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20236439
Q4 20237941
Q1 20249442
Q2 20248051
Q3 20247752
Q4 20249345
Q1 20257968
Q2 20258558

Biggest buyers

Newman Dignan & Sheerar, Inc. New +105,943+105.9k
ROYAL BANK OF CANADA Added +94,630+94.6k
MERCER GLOBAL ADVISORS INC /ADV Added +88,311+88.3k
BANK OF AMERICA CORP /DE/ Added +76,846+76.8k
Hills Bank & Trust Co Added +57,767+57.8k
JANE STREET GROUP, LLC Added +50,865+50.9k
Sound View Wealth Advisors Group, LLC Added +48,253+48.3k
Belpointe Asset Management LLC New +47,256+47.3k
US BANCORP \DE\ Added +46,443+46.4k
NewEdge Advisors, LLC Added +45,604+45.6k

Biggest sellers

RAYMOND JAMES FINANCIAL INC Reduced -80,350-80.3k
PSI Advisors, LLC Sold out -56,874-56.9k
Kathmere Capital Management, LLC Reduced -54,352-54.4k
WJ Wealth Management, LLC Reduced -31,144-31.1k
Cyndeo Wealth Partners, LLC Reduced -28,322-28.3k
Corient Private Wealth LP Reduced -25,341-25.3k
Ashton Thomas Private Wealth, LLC Sold out -23,800-23.8k
UBS Group AG Reduced -21,451-21.5k
Strid Group, LLC Reduced -17,772-17.8k
Kestra Advisory Services, LLC Sold out -15,275-15.3k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,963,3642.0m $50.3m $50.3m 0.00% Added +76.8k +76,846
2 MERCER GLOBAL ADVISORS INC /ADV 0.05% of their portfolio DENVER, CO 947,342947.3k $24.3m $24.3m 0.05% Added +88.3k +88,311
3 Clearstead Advisors, LLC 0.32% of their portfolio CLEVELAND, OH 882,174882.2k $22.6m $22.6m 0.32% Added +26.8k +26,753
4 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 878,008878.0k $22.5m $22.5m 0.01% Added +4.5k +4,507
5 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 734,542734.5k $18.8m $18.8m 0.02% Added +46.4k +46,443
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 688,174688.2k $17.6m $17.6m 0.00% Added +615 +615
7 NewEdge Advisors, LLC 0.08% of their portfolio NEW ORLEANS, LA 615,172615.2k $15.8m $15.8m 0.08% Added +45.6k +45,604
8 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 503,073503.1k $12.9m $12.9m 0.00% Added +10.0k +10,020
9 Kathmere Capital Management, LLC 0.94% of their portfolio WAYNE, PA 474,005474.0k $12.1m $12.1m 0.94% Reduced -54.4k -54,352
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 447,469447.5k $11.5m $11.5m 0.00% Reduced -21.5k -21,451
11 LBMC INVESTMENT ADVISORS, LLC 0.75% of their portfolio BRENTWOOD, TN 411,927411.9k $10.6m $10.6m 0.75% Added +45.4k +45,434
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 388,657388.7k $10.0m $10.0m 0.00% Added +744 +744
13 Hills Bank & Trust Co 0.62% of their portfolio North Liberty, IA 383,212383.2k $9.8m $9.8m 0.62% Added +57.8k +57,767
14 Integrated Wealth Concepts LLC 0.09% of their portfolio WALTHAM, MA 336,583336.6k $8.6m $8.6m 0.09% Added +11.3k +11,287
15 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 329,979330.0k $8.5m $8.5m 0.01% Reduced -14.6k -14,649
16 Lido Advisors, LLC 0.04% of their portfolio Los Angeles, CA 319,096319.1k $8.2m $8.2m 0.04% Added +36.8k +36,767
17 Covington Investment Advisors Inc. 1.12% of their portfolio LIGONIER, PA 306,590306.6k $7.9m $7.9m 1.12% Added +5.3k +5,300
18 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 287,385287.4k $7.4m $7.4m 0.01% Added +18.6k +18,602
19 LEAVELL INVESTMENT MANAGEMENT, INC. 0.31% of their portfolio MOBILE, AL 270,987271.0k $6.9m $6.9m 0.31% Added +4.9k +4,873
20 Praetorian Wealth Management, Inc. 1.40% of their portfolio CARMEL, CA 237,175237.2k $6.1m $6.1m 1.40% Added +273 +273
21 Sound View Wealth Advisors Group, LLC 0.39% of their portfolio SAVANNAH, GA 205,621205.6k $5.3m $5.3m 0.39% Added +48.3k +48,253
22 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 204,997205.0k $5.3m $5.3m 0.00% Reduced -80.3k -80,350
23 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 190,464190.5k $4.9m $4.9m 0.00% Added +94.6k +94,630
24 HOWLAND CAPITAL MANAGEMENT LLC 0.20% of their portfolio BOSTON, MA 188,806188.8k $4.8m $4.8m 0.20% Added +7.1k +7,120
25 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.08% of their portfolio MINNEAPOLIS, MN 181,579181.6k $4.7m $4.7m 0.08% Added +37.2k +37,187
26 CENTRAL TRUST Co 0.10% of their portfolio JEFFERSON CITY, MO 172,675172.7k $4.4m $4.4m 0.10% Added +10.7k +10,674
27 Quantum Financial Advisors, LLC 0.54% of their portfolio SANTA MONICA, CA 156,480156.5k $4.0m $4.0m 0.54% Added +4.2k +4,242
28 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 149,722149.7k $3.8m $3.8m 0.01% Reduced -3.9k -3,855
29 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 143,957144.0k $3.7m $3.7m 0.00% Reduced -14.3k -14,297
30 Paradiem, LLC 0.88% of their portfolio COVINGTON, LA 135,772135.8k $3.5m $3.5m 0.88% Unchanged
31 Cyndeo Wealth Partners, LLC 0.20% of their portfolio ST. PETERSBURG, FL 133,532133.5k $3.4m $3.4m 0.20% Reduced -28.3k -28,322
32 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 131,227131.2k $3.4m $3.4m 0.00% Added +6.1k +6,093
33 COLDSTREAM CAPITAL MANAGEMENT INC 0.05% of their portfolio BELLEVUE, WA 113,042113.0k $2.9m $2.9m 0.05% Added +7.8k +7,823
34 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 108,197108.2k $2.8m $2.8m 0.02% Added +83 +83
35 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 107,449107.4k $2.8m $2.8m 0.00% Reduced -7.2k -7,152
36 Newman Dignan & Sheerar, Inc. 0.62% of their portfolio PROVIDENCE, RI 105,943105.9k $2.7m $2.7m 0.62% New
37 Atwater Malick LLC 0.79% of their portfolio LANCASTER, PA 97,83597.8k $2.5m $2.5m 0.79% Added +3.1k +3,129
38 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 96,68196.7k $2.5m $2.5m 0.02% Reduced -7.8k -7,825
39 SONATA CAPITAL GROUP INC 0.98% of their portfolio SEATTLE, WA 95,28795.3k $2.4m $2.4m 0.98% Unchanged
40 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 82,82082.8k $2.1m $2.1m 0.00% Added +50.9k +50,865
41 REGIONS FINANCIAL CORP 0.01% of their portfolio BIRMINGHAM, AL 74,45274.5k $1.9m $1.9m 0.01% Reduced -587 -587
42 New England Private Wealth Advisors LLC 0.27% of their portfolio WELLESLEY, MA 73,28873.3k $1.9m $1.9m 0.27% Added +33 +33
43 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.03% of their portfolio ST. LOUIS, MO 72,84872.8k $1.9m $1.9m 0.03% Reduced -2.6k -2,619
44 NorthCoast Asset Management LLC 0.01% of their portfolio STAMFORD, CT 69,05269.1k $1.8m $1.8m 0.01% Added +25.9k +25,928
45 SENTINEL PENSION ADVISORS, LLC 0.30% of their portfolio WAKEFIELD, MA 68,61368.6k $1.8m $1.8m 0.30% Reduced -139 -139
46 WOODMONT INVESTMENT COUNSEL LLC 0.11% of their portfolio NASHVILLE, TN 65,33665.3k $1.7m $1.7m 0.11% Reduced -393 -393
47 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 65,24365.2k $1.7m $1.7m 0.00% Added +5.3k +5,279
48 Capital Investment Advisors, LLC 0.03% of their portfolio ATLANTA, GA 63,73863.7k $1.6m $1.6m 0.03% Added +6.3k +6,344
49 Valmark Advisers, Inc. 0.02% of their portfolio AKRON, OH 63,35863.4k $1.6m $1.6m 0.02% Added +5.1k +5,110
50 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 60,72460.7k $1.6m $1.6m 0.02% Added +6.0k +5,957
51 Signature Wealth Management Group 0.60% of their portfolio ATLANTA, GA 59,47759.5k $1.5m $1.5m 0.60% Added +784 +784
52 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.11% of their portfolio FORT WAYNE, IN 59,21759.2k $1.5m $1.5m 0.11% Added +9.7k +9,684
53 Glenview Trust Co 0.03% of their portfolio Louisville, KY 58,83858.8k $1.5m $1.5m 0.03% Unchanged
54 JAMES INVESTMENT RESEARCH, INC. 0.18% of their portfolio ALPHA, OH 58,75558.8k $1.5m $1.5m 0.18% Unchanged
55 MOSELEY INVESTMENT MANAGEMENT INC 0.49% of their portfolio BRADENTON, FL 55,92955.9k $1.4m $1.4m 0.49% Reduced -6.0k -6,000
56 RIA Advisory Group LLC 0.42% of their portfolio Des Moines, IA 55,32355.3k $1.4m $1.4m 0.42% Added +2.5k +2,517
57 CWM, LLC 0.00% of their portfolio OMAHA, NE 55,19355.2k $1.4m $1.4m 0.00% Added +6.2k +6,197
58 Scissortail Wealth Management, LLC 0.34% of their portfolio TULSA, OK 55,16555.2k $1.4m $1.4m 0.34% Reduced -9.7k -9,738
59 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 54,91754.9k $1.4m $1.4m 0.01% Added +10.4k +10,353
60 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 48,85948.9k $1.3m $1.3m 0.01% Reduced -4.5k -4,524
61 BENJAMIN EDWARDS INC 0.02% of their portfolio Clayton, MO 47,75247.8k $1.2m $1.2m 0.02% Reduced -836 -836
62 SPINNAKER TRUST 0.07% of their portfolio PORTLAND, ME 47,70047.7k $1.2m $1.2m 0.07% Added +2.6k +2,615
63 Belpointe Asset Management LLC 0.05% of their portfolio RENO, NV 47,25647.3k $1.2m $1.2m 0.05% New
64 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 45,41145.4k $1.2m $1.2m 0.00% Added +5.5k +5,536
65 Modern Wealth Management, LLC 0.03% of their portfolio KANSAS CITY, MO 45,04245.0k $1.2m $1.2m 0.03% Added +7.0k +6,990
66 Granite Harbor Advisors, Inc. 0.54% of their portfolio Houston, TX 44,80344.8k $1.1m $1.1m 0.54% Reduced -3.5k -3,526
67 BLUE SQUARE ASSET MANAGEMENT, LLC 0.54% of their portfolio NEW YORK, NY 44,75044.8k $1.1m $1.1m 0.54% Reduced -910 -910
68 Evergreen Private Wealth LLC 0.48% of their portfolio GREENWOOD VILLAGE, CO 44,59044.6k $1.1m $1.1m 0.48% Reduced -439 -439
69 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 44,23244.2k $1.1m $1.1m 0.00% Added +11.6k +11,624
70 Atlantic Union Bankshares Corp 0.03% of their portfolio GLEN ALLEN, VA 43,83043.8k $1.1m $1.1m 0.03% New
71 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 42,00842.0k $1.1m $1.1m 0.03% Added +242 +242
72 Mariner, LLC 0.00% of their portfolio Overland Park, KS 41,74141.7k $1.1m $1.1m 0.00% Reduced -94 -94
73 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 41,02141.0k $1.1m $1.1m 0.00% Unchanged
74 Lantz Financial LLC 0.26% of their portfolio NAPERVILLE, IL 40,46940.5k $1.0m $1.0m 0.26% Added +1.0k +1,036
75 Foundry Financial Group, Inc. 0.58% of their portfolio LACONIA, NH 39,97740.0k $1.0m $1.0m 0.58% Added +39 +39
76 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 38,53638.5k $987.4k $987.4k 0.01% Reduced -7.9k -7,889
77 POSTROCK PARTNERS LLC 0.47% of their portfolio OVERLAND PARK, KS 38,41638.4k $984.3k $984.3k 0.47% Added +1.4k +1,350
78 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 36,94436.9k $946.6k $946.6k 0.00% Added +28.4k +28,354
79 Prism Advisors, Inc. 0.26% of their portfolio STUDIO CITY, CA 35,66535.7k $913.8k $913.8k 0.26% Unchanged
80 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 34,57834.6k $886.0k $886.0k 0.03% Added +3.8k +3,834
81 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 34,35234.4k $880.2k $880.2k 0.01% Reduced -10.0k -9,961
82 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 33,96334.0k $870.0k $870.0k 0.00% Added +18.5k +18,477
83 Snowden Capital Advisors LLC 0.02% of their portfolio New York, NY 31,70031.7k $812.2k $812.2k 0.02% Unchanged
84 GC Wealth Management RIA, LLC 0.07% of their portfolio Cambridge, MA 31,11431.1k $797.2k $797.2k 0.07% Reduced -650 -650
85 Crews Bank & Trust 0.12% of their portfolio PORT CHARLOTTE, FL 30,98131.0k $793.8k $793.8k 0.12% Unchanged
86 Roof Eidam Maycock Peralta, LLC 0.19% of their portfolio San Francisco, CA 29,70329.7k $761.1k $761.1k 0.19% Added +48 +48
87 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 28,31028.3k $725.4k $725.4k 0.00% Added +17.1k +17,051
88 Resonant Capital Advisors, LLC 0.04% of their portfolio Madison, WI 27,46127.5k $703.6k $703.6k 0.04% Unchanged
89 Financial Advisory Corp 0.11% of their portfolio Grand Rapids, MI 26,91026.9k $689.5k $689.5k 0.11% New
90 CFS Investment Advisory Services, LLC 0.05% of their portfolio TOTOWA, NJ 25,53625.5k $654.0k $654.0k 0.05% Reduced -153 -153
91 Godshalk Welsh Capital Management, Inc. 0.38% of their portfolio RADNOR, PA 24,00024.0k $615.0k $615.0k 0.38% New
92 10Elms LLP 0.58% of their portfolio TULSA, OK 23,79423.8k $609.7k $609.7k 0.58% Added +400 +400
93 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 23,40623.4k $599.7k $599.7k 0.00% Reduced -25.3k -25,341
94 Parallel Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 22,69022.7k $581.4k $581.4k 0.01% Added +3.1k +3,112
95 NOVEM GROUP 0.07% of their portfolio Rochester, NY 21,75321.8k $557.4k $557.4k 0.07% Added +243 +243
96 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 20,80620.8k $533.1k $533.1k 0.00% Added +10.4k +10,433
97 GOULD ASSET MANAGEMENT LLC /CA/ 0.10% of their portfolio CLAREMONT, CA 20,37520.4k $522.1k $522.1k 0.10% Added +3.0k +2,995
98 RIVERCHASE WEALTH MANAGEMENT, LLC 0.31% of their portfolio Flower Mound, TX 19,22919.2k $492.7k $492.7k 0.31% Unchanged
99 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 18,68918.7k $478.9k $478.9k 0.00% Reduced -1.7k -1,693
100 First Affirmative Financial Network 0.24% of their portfolio COLORADO SPRINGS, CO 18,37018.4k $470.7k $470.7k 0.24% Reduced -1.1k -1,074