Vault-13

ISHARES TR IBMO

IBONDS DEC 26 · ETP · CUSIP 46435U259

179 institutional holders +4 vs Q2 2025
16,591,06816.6m shares reported held*
$425.7mreported value*
15 new 74 added 45 reduced 8 sold out net sold ≈ $21.6m (-842.5k 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 ≈ $25.66.

Trends to Q3 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: 175Q3 25: 179179Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025179

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 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 25Q2 25: 85 bought or addedQ2 25: 58 cut or sold outQ3 25: 89 bought or addedQ3 25: 53 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20237941
Q1 20249442
Q2 20248051
Q3 20247752
Q4 20249345
Q1 20257968
Q2 20258558
Q3 20258953

Biggest buyers

MERCER GLOBAL ADVISORS INC /ADV Added +122,334+122.3k
Sanctuary Advisors, LLC Added +104,707+104.7k
PSI Advisors, LLC New +103,274+103.3k
Beacon Pointe Advisors, LLC Added +90,255+90.3k
Lido Advisors, LLC Added +57,119+57.1k
LBMC INVESTMENT ADVISORS, LLC Added +52,153+52.2k
Integrated Wealth Concepts LLC Added +46,352+46.4k
OLD MISSION CAPITAL LLC New +44,508+44.5k
Quantum Financial Advisors, LLC Added +42,381+42.4k
BANK OF AMERICA CORP /DE/ Added +39,517+39.5k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -744,431-744.4k
Clearstead Advisors, LLC Reduced -404,595-404.6k
MORGAN STANLEY Reduced -351,087-351.1k
ROYAL BANK OF CANADA Reduced -97,825-97.8k
WELLS FARGO & COMPANY/MN Reduced -74,346-74.3k
AMERIPRISE FINANCIAL INC Reduced -53,932-53.9k
Sound View Wealth Advisors Group, LLC Reduced -36,837-36.8k
WOODMONT INVESTMENT COUNSEL LLC Reduced -30,563-30.6k
Atria Investments, Inc Reduced -23,414-23.4k
GOLDMAN SACHS GROUP INC Reduced -19,911-19.9k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 2,002,8812.0m $51.4m $51.4m 0.00% Added +39.5k +39,517
2 MERCER GLOBAL ADVISORS INC /ADV 0.05% of their portfolio DENVER, CO 1,069,6761.1m $27.4m $27.4m 0.05% Added +122.3k +122,334
3 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 721,210721.2k $18.5m $18.5m 0.02% Reduced -13.3k -13,332
4 NewEdge Advisors, LLC 0.08% of their portfolio NEW ORLEANS, LA 645,225645.2k $16.6m $16.6m 0.08% Added +30.1k +30,053
5 Clearstead Advisors, LLC 0.18% of their portfolio CLEVELAND, OH 477,579477.6k $12.3m $12.3m 0.18% Reduced -404.6k -404,595
6 Kathmere Capital Management, LLC 0.86% of their portfolio WAYNE, PA 473,772473.8k $12.2m $12.2m 0.86% Reduced -233 -233
7 LBMC INVESTMENT ADVISORS, LLC 0.76% of their portfolio BRENTWOOD, TN 464,080464.1k $11.9m $11.9m 0.76% Added +52.2k +52,153
8 UBS Group AG 0.00% of their portfolio ZURICH, V8 441,038441.0k $11.3m $11.3m 0.00% Reduced -6.4k -6,431
9 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 428,727428.7k $11.0m $11.0m 0.00% Reduced -74.3k -74,346
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 395,421395.4k $10.1m $10.1m 0.00% Added +6.8k +6,764
11 Integrated Wealth Concepts LLC 0.09% of their portfolio WALTHAM, MA 382,935382.9k $9.8m $9.8m 0.09% Added +46.4k +46,352
12 Hills Bank & Trust Co 0.58% of their portfolio North Liberty, IA 382,065382.1k $9.8m $9.8m 0.58% Reduced -1.1k -1,147
13 Lido Advisors, LLC 0.04% of their portfolio Los Angeles, CA 376,215376.2k $9.7m $9.7m 0.04% Added +57.1k +57,119
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 337,087337.1k $8.6m $8.6m 0.00% Reduced -351.1k -351,087
15 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 310,304310.3k $8.0m $8.0m 0.01% Reduced -19.7k -19,675
16 Covington Investment Advisors Inc. 1.04% of their portfolio LIGONIER, PA 309,830309.8k $8.0m $8.0m 1.04% Added +3.2k +3,240
17 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 285,963286.0k $7.3m $7.3m 0.00% Reduced -1.4k -1,422
18 LEAVELL INVESTMENT MANAGEMENT, INC. 0.29% of their portfolio MOBILE, AL 266,087266.1k $6.8m $6.8m 0.29% Reduced -4.9k -4,900
19 Praetorian Wealth Management, Inc. 1.23% of their portfolio CARMEL, CA 234,296234.3k $6.0m $6.0m 1.23% Reduced -2.9k -2,879
20 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 201,388201.4k $5.2m $5.2m 0.02% Added +104.7k +104,707
21 Quantum Financial Advisors, LLC 0.62% of their portfolio SANTA MONICA, CA 198,861198.9k $5.1m $5.1m 0.62% Added +42.4k +42,381
22 HOWLAND CAPITAL MANAGEMENT LLC 0.19% of their portfolio BOSTON, MA 192,756192.8k $4.9m $4.9m 0.19% Added +4.0k +3,950
23 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 190,853190.9k $4.9m $4.9m 0.00% Reduced -14.1k -14,144
24 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.07% of their portfolio MINNEAPOLIS, MN 183,737183.7k $4.7m $4.7m 0.07% Added +2.2k +2,158
25 Sound View Wealth Advisors Group, LLC 0.30% of their portfolio SAVANNAH, GA 168,784168.8k $4.3m $4.3m 0.30% Reduced -36.8k -36,837
26 CENTRAL TRUST Co 0.09% of their portfolio JEFFERSON CITY, MO 165,348165.3k $4.2m $4.2m 0.09% Reduced -7.3k -7,327
27 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 156,447156.4k $4.0m $4.0m 0.01% Added +6.7k +6,725
28 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 139,163139.2k $3.6m $3.6m 0.00% Added +7.9k +7,936
29 Beacon Pointe Advisors, LLC 0.03% of their portfolio NEWPORT BEACH, CA 139,114139.1k $3.6m $3.6m 0.03% Added +90.3k +90,255
30 Paradiem, LLC 0.81% of their portfolio COVINGTON, LA 135,772135.8k $3.5m $3.5m 0.81% Unchanged
31 Cyndeo Wealth Partners, LLC 0.19% of their portfolio ST. PETERSBURG, FL 133,752133.8k $3.4m $3.4m 0.19% Added +220 +220
32 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 133,577133.6k $3.4m $3.4m 0.00% Reduced -744.4k -744,431
33 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 120,230120.2k $3.1m $3.1m 0.02% Added +12.0k +12,033
34 COLDSTREAM CAPITAL MANAGEMENT INC 0.04% of their portfolio BELLEVUE, WA 118,698118.7k $3.0m $3.0m 0.04% Added +5.7k +5,656
35 NorthCoast Asset Management LLC 0.01% of their portfolio STAMFORD, CT 104,008104.0k $2.7m $2.7m 0.01% Added +35.0k +34,956
36 PSI Advisors, LLC 0.68% of their portfolio TAMPA, FL 103,274103.3k $2.7m $2.7m 0.68% New
37 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 98,95099.0k $2.5m $2.5m 0.00% Reduced -8.5k -8,499
38 Atwater Malick LLC 0.74% of their portfolio LANCASTER, PA 98,81098.8k $2.5m $2.5m 0.74% Added +975 +975
39 Newman Dignan & Sheerar, Inc. 0.53% of their portfolio PROVIDENCE, RI 96,05996.1k $2.5m $2.5m 0.53% Reduced -9.9k -9,884
40 SONATA CAPITAL GROUP INC 0.91% of their portfolio SEATTLE, WA 95,67795.7k $2.5m $2.5m 0.91% Added +390 +390
41 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 93,49693.5k $2.4m $2.4m 0.00% Added +10.7k +10,676
42 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 92,63992.6k $2.4m $2.4m 0.00% Reduced -97.8k -97,825
43 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 90,02590.0k $2.3m $2.3m 0.00% Reduced -53.9k -53,932
44 MOSELEY INVESTMENT MANAGEMENT INC 0.65% of their portfolio BRADENTON, FL 82,85882.9k $2.1m $2.1m 0.65% Added +26.9k +26,929
45 New England Private Wealth Advisors LLC 0.25% of their portfolio WELLESLEY, MA 73,30573.3k $1.9m $1.9m 0.25% Added +17 +17
46 REGIONS FINANCIAL CORP 0.01% of their portfolio BIRMINGHAM, AL 71,86571.9k $1.8m $1.8m 0.01% Reduced -2.6k -2,587
47 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 69,68469.7k $1.8m $1.8m 0.00% Added +32.7k +32,740
48 SENTINEL PENSION ADVISORS, LLC 0.28% of their portfolio WAKEFIELD, MA 68,63168.6k $1.8m $1.8m 0.28% Added +18 +18
49 Belpointe Asset Management LLC 0.07% of their portfolio RENO, NV 68,58568.6k $1.8m $1.8m 0.07% Added +21.3k +21,329
50 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.02% of their portfolio ST. LOUIS, MO 68,07668.1k $1.7m $1.7m 0.02% Reduced -4.8k -4,772
51 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 66,72666.7k $1.7m $1.7m 0.00% Added +1.5k +1,483
52 Capital Investment Advisors, LLC 0.03% of their portfolio ATLANTA, GA 65,74965.7k $1.7m $1.7m 0.03% Added +2.0k +2,011
53 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 64,99565.0k $1.7m $1.7m 0.02% Added +4.3k +4,271
54 Valmark Advisers, Inc. 0.02% of their portfolio AKRON, OH 64,33164.3k $1.7m $1.7m 0.02% Added +973 +973
55 RIA Advisory Group LLC 0.39% of their portfolio Des Moines, IA 59,69659.7k $1.5m $1.5m 0.39% Added +4.4k +4,373
56 Signature Wealth Management Group 0.59% of their portfolio ATLANTA, GA 59,36259.4k $1.5m $1.5m 0.59% Reduced -115 -115
57 JAMES INVESTMENT RESEARCH, INC. 0.17% of their portfolio ALPHA, OH 59,35559.4k $1.5m $1.5m 0.17% Added +600 +600
58 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.10% of their portfolio FORT WAYNE, IN 59,21759.2k $1.5m $1.5m 0.10% Unchanged
59 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 58,85258.9k $1.5m $1.5m 0.00% Added +14.6k +14,620
60 Granite Harbor Advisors, Inc. 0.63% of their portfolio Houston, TX 58,31058.3k $1.5m $1.5m 0.63% Added +13.5k +13,507
61 Glenview Trust Co 0.02% of their portfolio Louisville, KY 57,85457.9k $1.5m $1.5m 0.02% Reduced -984 -984
62 SPINNAKER TRUST 0.07% of their portfolio PORTLAND, ME 50,69350.7k $1.3m $1.3m 0.07% Added +3.0k +2,993
63 CWM, LLC 0.00% of their portfolio OMAHA, NE 50,44550.4k $1.3m $1.3m 0.00% Reduced -4.7k -4,748
64 Scissortail Wealth Management, LLC 0.28% of their portfolio TULSA, OK 50,37350.4k $1.3m $1.3m 0.28% Reduced -4.8k -4,792
65 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 49,02949.0k $1.3m $1.3m 0.01% Added +1.3k +1,277
66 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 46,13946.1k $1.2m $1.2m 0.01% Reduced -8.8k -8,778
67 Evergreen Private Wealth LLC 0.48% of their portfolio GREENWOOD VILLAGE, CO 45,76745.8k $1.2m $1.2m 0.48% Added +1.2k +1,177
68 Modern Wealth Management, LLC 0.02% of their portfolio KANSAS CITY, MO 45,72845.7k $1.2m $1.2m 0.02% Added +686 +686
69 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 45,34945.3k $1.2m $1.2m 0.00% Reduced -62 -62
70 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 44,50844.5k $1.1m $1.1m 0.04% New
71 BLUE SQUARE ASSET MANAGEMENT, LLC 0.49% of their portfolio NEW YORK, NY 43,95644.0k $1.1m $1.1m 0.49% Reduced -794 -794
72 Lantz Financial LLC 0.25% of their portfolio NAPERVILLE, IL 43,60543.6k $1.1m $1.1m 0.25% Added +3.1k +3,136
73 Mariner, LLC 0.00% of their portfolio Overland Park, KS 43,17543.2k $1.1m $1.1m 0.00% Added +1.4k +1,434
74 Atlantic Union Bankshares Corp 0.02% of their portfolio GLEN ALLEN, VA 42,90142.9k $1.1m $1.1m 0.02% Reduced -929 -929
75 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 42,25942.3k $1.1m $1.1m 0.03% Added +251 +251
76 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 41,02141.0k $1.1m $1.1m 0.00% Unchanged
77 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 39,58839.6k $1.0m $1.0m 0.01% Added +5.2k +5,236
78 Foundry Financial Group, Inc. 0.52% of their portfolio LACONIA, NH 38,48638.5k $987.6k $987.6k 0.52% Reduced -1.5k -1,491
79 Crews Bank & Trust 0.14% of their portfolio PORT CHARLOTTE, FL 37,28137.3k $956.6k $956.6k 0.14% Added +6.3k +6,300
80 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 37,21837.2k $955.0k $955.0k 0.00% Added +3.3k +3,255
81 POSTROCK PARTNERS LLC 0.42% of their portfolio OVERLAND PARK, KS 37,09837.1k $951.9k $951.9k 0.42% Reduced -1.3k -1,318
82 Prism Advisors, Inc. 0.25% of their portfolio STUDIO CITY, CA 35,66535.7k $915.2k $915.2k 0.25% Unchanged
83 GC Wealth Management RIA, LLC 0.03% of their portfolio Cambridge, MA 35,52735.5k $911.6k $911.6k 0.03% Added +4.4k +4,413
84 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 35,20435.2k $903.3k $903.3k 0.00% Added +25.2k +25,204
85 Strid Group, LLC 0.11% of their portfolio NEWTOWN SQUARE, PA 35,06435.1k $899.7k $899.7k 0.11% Added +21.7k +21,660
86 Aspen Wealth Management LLC 0.20% of their portfolio FORT WORTH, TX 34,83034.8k $893.7k $893.7k 0.20% New
87 WOODMONT INVESTMENT COUNSEL LLC 0.06% of their portfolio NASHVILLE, TN 34,77334.8k $892.3k $892.3k 0.06% Reduced -30.6k -30,563
88 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 34,39934.4k $882.7k $882.7k 0.00% New
89 Snowden Capital Advisors LLC 0.02% of their portfolio New York, NY 31,70031.7k $813.4k $813.4k 0.02% Unchanged
90 Roof Eidam Maycock Peralta, LLC 0.19% of their portfolio San Francisco, CA 29,75229.8k $763.5k $763.5k 0.19% Added +49 +49
91 Godshalk Welsh Capital Management, Inc. 0.42% of their portfolio RADNOR, PA 28,50028.5k $731.3k $731.3k 0.42% Added +4.5k +4,500
92 Financial Advisory Corp 0.11% of their portfolio Grand Rapids, MI 28,28828.3k $725.9k $725.9k 0.11% Added +1.4k +1,378
93 Resonant Capital Advisors, LLC 0.04% of their portfolio Madison, WI 27,46127.5k $704.6k $704.6k 0.04% Unchanged
94 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 26,40926.4k $677.7k $677.7k 0.02% Reduced -8.2k -8,169
95 CFS Investment Advisory Services, LLC 0.05% of their portfolio TOTOWA, NJ 24,79124.8k $634.4k $634.4k 0.05% Reduced -745 -745
96 10Elms LLP 0.56% of their portfolio TULSA, OK 24,34424.3k $624.7k $624.7k 0.56% Added +550 +550
97 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 23,58423.6k $605.2k $605.2k 0.01% Added +12.5k +12,516
98 MEMBERS WEALTH LLC 0.36% of their portfolio MEDIA, PA 22,39922.4k $573.0k $573.0k 0.36% First filing
99 Parallel Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 22,11522.1k $567.5k $567.5k 0.01% Reduced -575 -575
100 GOULD ASSET MANAGEMENT LLC /CA/ 0.10% of their portfolio CLAREMONT, CA 21,54021.5k $552.7k $552.7k 0.10% Added +1.2k +1,165