Vault-13

ISHARES TR IBMO

IBONDS DEC 26 · ETP · CUSIP 46435U259

182 institutional holders +3 vs Q3 2025
18,753,48918.8m shares reported held*
$480.8mreported value*
13 new 71 added 42 reduced 16 sold out net bought ≈ $50.1m (+2.0m 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 ≈ $25.64.

Trends to Q4 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: 179Q4 25: 182182Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025182

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 89 bought or addedQ3 25: 53 cut or sold outQ4 25: 84 bought or addedQ4 25: 58 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20249442
Q2 20248051
Q3 20247752
Q4 20249345
Q1 20257968
Q2 20258558
Q3 20258953
Q4 20258458

Biggest buyers

Rossmore Private Capital Added +1,433,191+1.4m
MERCER GLOBAL ADVISORS INC /ADV Added +1,052,645+1.1m
Wick Capital Partners, LLC Added +86,829+86.8k
OneDigital Investment Advisors LLC New +58,597+58.6k
LBMC INVESTMENT ADVISORS, LLC Added +51,650+51.6k
Sound View Wealth Advisors Group, LLC Added +46,752+46.8k
BANK OF AMERICA CORP /DE/ Added +46,736+46.7k
WELLS FARGO & COMPANY/MN Added +45,367+45.4k
NewEdge Advisors, LLC Added +41,503+41.5k
CENTRAL TRUST Co Added +34,199+34.2k

Biggest sellers

Clearstead Advisors, LLC Reduced -419,461-419.5k
ENVESTNET ASSET MANAGEMENT INC Sold out -133,577-133.6k
JANE STREET GROUP, LLC Reduced -81,251-81.3k
STIFEL FINANCIAL CORP Reduced -68,927-68.9k
Sanctuary Advisors, LLC Reduced -65,668-65.7k
CONFLUENCE INVESTMENT MANAGEMENT LLC Reduced -55,195-55.2k
MORGAN STANLEY Reduced -51,334-51.3k
Newman Dignan & Sheerar, Inc. Reduced -50,420-50.4k
BENJAMIN EDWARDS INC Sold out -49,029-49.0k
Orion Porfolio Solutions, LLC Sold out -46,139-46.1k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MERCER GLOBAL ADVISORS INC /ADV 0.08% of their portfolio DENVER, CO 2,122,3212.1m $54.4m $54.4m 0.08% Added +1.1m +1,052,645
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 2,049,6172.0m $52.5m $52.5m 0.00% Added +46.7k +46,736
3 Rossmore Private Capital 3.32% of their portfolio GLASTONBURY, CT 1,444,9271.4m $37.0m $37.0m 3.32% Added +1.4m +1,433,191
4 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 688,488688.5k $17.7m $17.7m 0.02% Reduced -32.7k -32,722
5 NewEdge Advisors, LLC 0.06% of their portfolio NEW ORLEANS, LA 686,728686.7k $17.6m $17.6m 0.06% Added +41.5k +41,503
6 LBMC INVESTMENT ADVISORS, LLC 0.81% of their portfolio BRENTWOOD, TN 515,730515.7k $13.2m $13.2m 0.81% Added +51.6k +51,650
7 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 474,094474.1k $12.2m $12.2m 0.00% Added +45.4k +45,367
8 Kathmere Capital Management, LLC 0.82% of their portfolio WAYNE, PA 471,604471.6k $12.1m $12.1m 0.82% Reduced -2.2k -2,168
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 421,446421.4k $10.8m $10.8m 0.00% Reduced -19.6k -19,592
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 410,264410.3k $10.5m $10.5m 0.00% Added +14.8k +14,843
11 Hills Bank & Trust Co 0.58% of their portfolio North Liberty, IA 390,744390.7k $10.0m $10.0m 0.58% Added +8.7k +8,679
12 Lido Advisors, LLC 0.04% of their portfolio Los Angeles, CA 379,673379.7k $9.7m $9.7m 0.04% Added +3.5k +3,458
13 Integrated Wealth Concepts LLC 0.11% of their portfolio WALTHAM, MA 376,796376.8k $9.7m $9.7m 0.11% Reduced -6.1k -6,139
14 Covington Investment Advisors Inc. 1.15% of their portfolio LIGONIER, PA 327,080327.1k $8.4m $8.4m 1.15% Added +17.2k +17,250
15 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 305,626305.6k $7.8m $7.8m 0.00% Added +19.7k +19,663
16 LEAVELL INVESTMENT MANAGEMENT, INC. 0.32% of their portfolio MOBILE, AL 299,887299.9k $7.7m $7.7m 0.32% Added +33.8k +33,800
17 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 285,753285.8k $7.3m $7.3m 0.00% Reduced -51.3k -51,334
18 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 265,090265.1k $6.8m $6.8m 0.01% Reduced -45.2k -45,214
19 Praetorian Wealth Management, Inc. 1.23% of their portfolio CARMEL, CA 241,578241.6k $6.2m $6.2m 1.23% Added +7.3k +7,282
20 Sound View Wealth Advisors Group, LLC 0.37% of their portfolio SAVANNAH, GA 215,536215.5k $5.5m $5.5m 0.37% Added +46.8k +46,752
21 Quantum Financial Advisors, LLC 0.60% of their portfolio SANTA MONICA, CA 208,864208.9k $5.4m $5.4m 0.60% Added +10.0k +10,003
22 CENTRAL TRUST Co 0.10% of their portfolio JEFFERSON CITY, MO 199,547199.5k $5.1m $5.1m 0.10% Added +34.2k +34,199
23 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.08% of their portfolio MINNEAPOLIS, MN 195,621195.6k $5.0m $5.0m 0.08% Added +11.9k +11,884
24 HOWLAND CAPITAL MANAGEMENT LLC 0.19% of their portfolio BOSTON, MA 194,056194.1k $5.0m $5.0m 0.19% Added +1.3k +1,300
25 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 182,842182.8k $4.7m $4.7m 0.00% Reduced -8.0k -8,011
26 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 172,866172.9k $4.4m $4.4m 0.01% Added +16.4k +16,419
27 Cyndeo Wealth Partners, LLC 0.20% of their portfolio ST. PETERSBURG, FL 146,311146.3k $3.8m $3.8m 0.20% Added +12.6k +12,559
28 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 135,821135.8k $3.5m $3.5m 0.02% Reduced -3.3k -3,293
29 Paradiem, LLC 0.83% of their portfolio COVINGTON, LA 135,772135.8k $3.5m $3.5m 0.83% Unchanged
30 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 135,720135.7k $3.5m $3.5m 0.02% Reduced -65.7k -65,668
31 PSI Advisors, LLC 0.85% of their portfolio TAMPA, FL 131,848131.8k $3.4m $3.4m 0.85% Added +28.6k +28,574
32 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 131,474131.5k $3.4m $3.4m 0.02% Added +11.2k +11,244
33 COLDSTREAM CAPITAL MANAGEMENT INC 0.04% of their portfolio BELLEVUE, WA 127,094127.1k $3.3m $3.3m 0.04% Added +8.4k +8,396
34 NorthCoast Asset Management LLC 0.06% of their portfolio STAMFORD, CT 104,430104.4k $2.7m $2.7m 0.06% Added +422 +422
35 Wick Capital Partners, LLC 0.48% of their portfolio WAYNE, PA 104,010104.0k $2.7m $2.7m 0.48% Added +86.8k +86,829
36 Atwater Malick LLC 0.72% of their portfolio LANCASTER, PA 102,050102.0k $2.6m $2.6m 0.72% Added +3.2k +3,240
37 SONATA CAPITAL GROUP INC 0.89% of their portfolio SEATTLE, WA 95,67795.7k $2.5m $2.5m 0.89% Unchanged
38 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 95,20295.2k $2.4m $2.4m 0.00% Added +25.5k +25,518
39 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 93,89293.9k $2.4m $2.4m 0.00% Added +3.9k +3,867
40 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 93,31093.3k $2.4m $2.4m 0.00% Added +671 +671
41 Parkway Wealth Management Group, LLC 0.31% of their portfolio Plano, TX 89,84589.8k $2.3m $2.3m 0.31% First filing
42 MOSELEY INVESTMENT MANAGEMENT INC 0.66% of their portfolio BRADENTON, FL 82,85882.9k $2.1m $2.1m 0.66% Unchanged
43 CWM, LLC 0.01% of their portfolio OMAHA, NE 79,23079.2k $2.0m $2.0m 0.01% Added +28.8k +28,785
44 Kastel Capital Advisors, LLC 1.19% of their portfolio WELLESLEY, MA 75,83175.8k $1.9m $1.9m 1.19% First filing
45 IHT Wealth Management, LLC 0.05% of their portfolio Chicago, IL 75,66675.7k $1.9m $1.9m 0.05% Added +33.4k +33,407
46 Valmark Advisers, Inc. 0.02% of their portfolio AKRON, OH 74,37874.4k $1.9m $1.9m 0.02% Added +10.0k +10,047
47 REGIONS FINANCIAL CORP 0.01% of their portfolio BIRMINGHAM, AL 73,47773.5k $1.9m $1.9m 0.01% Added +1.6k +1,612
48 New England Private Wealth Advisors LLC 0.23% of their portfolio WELLESLEY, MA 73,33973.3k $1.9m $1.9m 0.23% Added +34 +34
49 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 71,59171.6k $1.8m $1.8m 0.02% Added +6.6k +6,596
50 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 70,23670.2k $1.8m $1.8m 0.00% Reduced -68.9k -68,927
51 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 69,65269.7k $1.8m $1.8m 0.00% Added +2.9k +2,926
52 SENTINEL PENSION ADVISORS, LLC 0.27% of their portfolio WAKEFIELD, MA 69,03169.0k $1.8m $1.8m 0.27% Added +400 +400
53 Granite Harbor Advisors, Inc. 0.73% of their portfolio Houston, TX 67,34667.3k $1.7m $1.7m 0.73% Added +9.0k +9,036
54 Capital Investment Advisors, LLC 0.03% of their portfolio ATLANTA, GA 66,48566.5k $1.7m $1.7m 0.03% Added +736 +736
55 Belpointe Asset Management LLC 0.06% of their portfolio RENO, NV 63,07963.1k $1.6m $1.6m 0.06% Reduced -5.5k -5,506
56 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 60,70060.7k $1.6m $1.6m 0.00% Reduced -38.2k -38,250
57 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.10% of their portfolio FORT WAYNE, IN 59,21759.2k $1.5m $1.5m 0.10% Unchanged
58 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 59,21559.2k $1.5m $1.5m 0.00% Added +363 +363
59 RIA Advisory Group LLC 0.37% of their portfolio Des Moines, IA 58,84458.8k $1.5m $1.5m 0.37% Reduced -852 -852
60 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 58,59758.6k $1.5m $1.5m 0.01% New
61 Clearstead Advisors, LLC 0.02% of their portfolio CLEVELAND, OH 58,11858.1k $1.5m $1.5m 0.02% Reduced -419.5k -419,461
62 Signature Wealth Management Group 0.60% of their portfolio ATLANTA, GA 57,59757.6k $1.5m $1.5m 0.60% Reduced -1.8k -1,765
63 Glenview Trust Co 0.02% of their portfolio Louisville, KY 55,49555.5k $1.4m $1.4m 0.02% Reduced -2.4k -2,359
64 JAMES INVESTMENT RESEARCH, INC. 0.16% of their portfolio ALPHA, OH 55,43555.4k $1.4m $1.4m 0.16% Reduced -3.9k -3,920
65 SPINNAKER TRUST 0.07% of their portfolio PORTLAND, ME 51,99952.0k $1.3m $1.3m 0.07% Added +1.3k +1,306
66 Scissortail Wealth Management, LLC 0.30% of their portfolio TULSA, OK 50,72550.7k $1.3m $1.3m 0.30% Added +352 +352
67 Evergreen Private Wealth LLC 0.50% of their portfolio GREENWOOD VILLAGE, CO 49,38649.4k $1.3m $1.3m 0.50% Added +3.6k +3,619
68 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 47,62247.6k $1.2m $1.2m 0.00% Added +2.3k +2,273
69 BLUE SQUARE ASSET MANAGEMENT, LLC 0.52% of their portfolio NEW YORK, NY 45,84045.8k $1.2m $1.2m 0.52% Added +1.9k +1,884
70 Newman Dignan & Sheerar, Inc. 0.24% of their portfolio PROVIDENCE, RI 45,63945.6k $1.2m $1.2m 0.24% Reduced -50.4k -50,420
71 Aspen Wealth Management LLC 0.23% of their portfolio FORT WORTH, TX 42,83142.8k $1.1m $1.1m 0.23% Added +8.0k +8,001
72 GC Wealth Management RIA, LLC 0.04% of their portfolio Cambridge, MA 42,64642.6k $1.1m $1.1m 0.04% Added +7.1k +7,119
73 Lantz Financial LLC 0.23% of their portfolio NAPERVILLE, IL 42,60442.6k $1.1m $1.1m 0.23% Reduced -1.0k -1,001
74 Atlantic Union Bankshares Corp 0.02% of their portfolio GLEN ALLEN, VA 42,15642.2k $1.1m $1.1m 0.02% Reduced -745 -745
75 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 41,02141.0k $1.1m $1.1m 0.00% Unchanged
76 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 40,76740.8k $1.0m $1.0m 0.01% Added +1.2k +1,179
77 POSTROCK PARTNERS LLC 0.40% of their portfolio OVERLAND PARK, KS 36,30636.3k $930.8k $930.8k 0.40% Reduced -792 -792
78 Prism Advisors, Inc. 0.24% of their portfolio STUDIO CITY, CA 35,66535.7k $914.3k $914.3k 0.24% Unchanged
79 Strid Group, LLC 0.11% of their portfolio NEWTOWN SQUARE, PA 35,06435.1k $898.9k $898.9k 0.11% Unchanged
80 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 35,00035.0k $897.3k $897.3k 0.00% Reduced -204 -204
81 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 32,81632.8k $841.0k $841.0k 0.00% Reduced -4.4k -4,402
82 HEFFERNAN ADVISORY, INC 0.80% of their portfolio FLAGSTAFF, AZ 32,66432.7k $837.4k $837.4k 0.80% First filing
83 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 32,63732.6k $836.7k $836.7k 0.01% Added +9.1k +9,053
84 Crews Bank & Trust 0.12% of their portfolio PORT CHARLOTTE, FL 32,57532.6k $835.1k $835.1k 0.12% Reduced -4.7k -4,706
85 Godshalk Welsh Capital Management, Inc. 0.48% of their portfolio RADNOR, PA 32,50032.5k $833.2k $833.2k 0.48% Added +4.0k +4,000
86 Modern Wealth Management, LLC 0.02% of their portfolio KANSAS CITY, MO 32,40332.4k $830.7k $830.7k 0.02% Reduced -13.3k -13,325
87 Mariner, LLC 0.00% of their portfolio Overland Park, KS 32,30932.3k $828.3k $828.3k 0.00% Reduced -10.9k -10,866
88 Snowden Capital Advisors LLC 0.02% of their portfolio New York, NY 31,70031.7k $812.7k $812.7k 0.02% Unchanged
89 Roof Eidam Maycock Peralta, LLC 0.17% of their portfolio San Francisco, CA 29,82029.8k $764.5k $764.5k 0.17% Added +68 +68
90 CFS Investment Advisory Services, LLC 0.06% of their portfolio TOTOWA, NJ 29,53329.5k $757.1k $757.1k 0.06% Added +4.7k +4,742
91 First National Trust Co 0.02% of their portfolio Johnstown, PA 28,28128.3k $725.0k $725.0k 0.02% Added +17.8k +17,831
92 Resonant Capital Advisors, LLC 0.04% of their portfolio Madison, WI 27,46127.5k $704.0k $704.0k 0.04% Unchanged
93 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 25,50225.5k $653.8k $653.8k 0.01% Reduced -907 -907
94 Financial Advisory Corp 0.09% of their portfolio Grand Rapids, MI 25,08425.1k $643.1k $643.1k 0.09% Reduced -3.2k -3,204
95 Parallel Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 24,80724.8k $636.0k $636.0k 0.01% Added +2.7k +2,692
96 Foundry Financial Group, Inc. 0.32% of their portfolio LACONIA, NH 24,74324.7k $634.3k $634.3k 0.32% Reduced -13.7k -13,743
97 10Elms LLP 0.57% of their portfolio TULSA, OK 24,34424.3k $624.1k $624.1k 0.57% Unchanged
98 Eldridge Investment Advisors, Inc. 0.13% of their portfolio MANCHESTER, NH 22,65022.6k $580.7k $580.7k 0.13% Added +13.2k +13,250
99 MEMBERS WEALTH LLC 0.36% of their portfolio MEDIA, PA 22,39922.4k $575.0k $575.0k 0.36% Unchanged
100 GOULD ASSET MANAGEMENT LLC /CA/ 0.10% of their portfolio CLAREMONT, CA 21,78021.8k $558.4k $558.4k 0.10% Added +240 +240