Vault-13

ISHARES TR IBMO

IBONDS DEC 26 · ETP · CUSIP 46435U259

195 institutional holders +13 vs Q4 2025
19,048,79419.0m shares reported held*
$487.9mreported value*
23 new 56 added 57 reduced 13 sold out net bought ≈ $5.1m (+198.5k 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 ≈ $25.61.

Trends to Q1 2026

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: 182Q1 26: 195195Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026195

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 25Q4 25: 84 bought or addedQ4 25: 58 cut or sold outQ1 26: 79 bought or addedQ1 26: 70 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20248051
Q3 20247752
Q4 20249345
Q1 20257968
Q2 20258558
Q3 20258953
Q4 20258458
Q1 20267970

Biggest buyers

Lido Advisors, LLC Added +189,064+189.1k
ENVESTNET ASSET MANAGEMENT INC New +182,173+182.2k
Matthew Goff Investment Advisor, LLC New +160,242+160.2k
Paradiem, LLC Added +158,377+158.4k
Wolfstich Capital, LLC New +83,383+83.4k
JANE STREET GROUP, LLC Added +61,169+61.2k
Cetera Investment Advisers Added +51,280+51.3k
MORGAN STANLEY Added +46,249+46.2k
O'Domhnaill Enterprises, Inc. New +43,969+44.0k
Cyndeo Wealth Partners, LLC Added +43,398+43.4k

Biggest sellers

MERCER GLOBAL ADVISORS INC /ADV Reduced -544,326-544.3k
Quantum Financial Advisors, LLC Reduced -75,754-75.8k
BANK OF AMERICA CORP /DE/ Reduced -62,035-62.0k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -52,556-52.6k
Belpointe Asset Management LLC Reduced -50,337-50.3k
SENTINEL PENSION ADVISORS, LLC Reduced -47,328-47.3k
US BANCORP \DE\ Reduced -44,626-44.6k
LEAVELL INVESTMENT MANAGEMENT, INC. Reduced -44,066-44.1k
UBS Group AG Reduced -40,138-40.1k
ROYAL BANK OF CANADA Reduced -33,876-33.9k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,987,5822.0m $50.9m $50.9m 0.00% Reduced -62.0k -62,035
2 MERCER GLOBAL ADVISORS INC /ADV 0.06% of their portfolio DENVER, CO 1,577,9951.6m $40.4m $40.4m 0.06% Reduced -544.3k -544,326
3 Rossmore Private Capital 3.26% of their portfolio GLASTONBURY, CT 1,443,2871.4m $37.0m $37.0m 3.26% Reduced -1.6k -1,640
4 NewEdge Advisors, LLC 0.06% of their portfolio NEW ORLEANS, LA 699,515699.5k $17.9m $17.9m 0.06% Added +12.8k +12,787
5 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 643,862643.9k $16.5m $16.5m 0.02% Reduced -44.6k -44,626
6 Lido Advisors, LLC 0.06% of their portfolio Los Angeles, CA 568,737568.7k $14.6m $14.6m 0.06% Added +189.1k +189,064
7 LBMC INVESTMENT ADVISORS, LLC 0.82% of their portfolio BRENTWOOD, TN 525,143525.1k $13.5m $13.5m 0.82% Added +9.4k +9,413
8 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 463,630463.6k $11.9m $11.9m 0.00% Reduced -10.5k -10,464
9 Kathmere Capital Management, LLC 0.73% of their portfolio WAYNE, PA 459,491459.5k $11.8m $11.8m 0.73% Reduced -12.1k -12,113
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 404,317404.3k $10.4m $10.4m 0.00% Reduced -5.9k -5,947
11 Hills Bank & Trust Co 0.48% of their portfolio North Liberty, IA 390,183390.2k $10.0m $10.0m 0.48% Reduced -561 -561
12 UBS Group AG 0.00% of their portfolio ZURICH, V8 381,308381.3k $9.8m $9.8m 0.00% Reduced -40.1k -40,138
13 Integrated Wealth Concepts LLC 0.07% of their portfolio WALTHAM, MA 366,495366.5k $9.4m $9.4m 0.07% Reduced -10.3k -10,301
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 332,002332.0k $8.5m $8.5m 0.00% Added +46.2k +46,249
15 Covington Investment Advisors Inc. 1.22% of their portfolio LIGONIER, PA 323,935323.9k $8.3m $8.3m 1.22% Reduced -3.1k -3,145
16 Paradiem, LLC 1.66% of their portfolio COVINGTON, LA 294,149294.1k $7.5m $7.5m 1.66% Added +158.4k +158,377
17 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 268,149268.1k $6.9m $6.9m 0.01% Added +3.1k +3,059
18 LEAVELL INVESTMENT MANAGEMENT, INC. 0.27% of their portfolio MOBILE, AL 255,821255.8k $6.6m $6.6m 0.27% Reduced -44.1k -44,066
19 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 253,070253.1k $6.5m $6.5m 0.00% Reduced -52.6k -52,556
20 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.09% of their portfolio MINNEAPOLIS, MN 231,642231.6k $5.9m $5.9m 0.09% Added +36.0k +36,021
21 Sound View Wealth Advisors Group, LLC 0.40% of their portfolio SAVANNAH, GA 227,642227.6k $5.8m $5.8m 0.40% Added +12.1k +12,106
22 Praetorian Wealth Management, Inc. 1.05% of their portfolio CARMEL, CA 214,612214.6k $5.5m $5.5m 1.05% Reduced -27.0k -26,966
23 CENTRAL TRUST Co 0.10% of their portfolio JEFFERSON CITY, MO 206,146206.1k $5.3m $5.3m 0.10% Added +6.6k +6,599
24 Cyndeo Wealth Partners, LLC 0.26% of their portfolio ST. PETERSBURG, FL 189,709189.7k $4.9m $4.9m 0.26% Added +43.4k +43,398
25 HOWLAND CAPITAL MANAGEMENT LLC 0.19% of their portfolio BOSTON, MA 184,176184.2k $4.7m $4.7m 0.19% Reduced -9.9k -9,880
26 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 182,173182.2k $4.7m $4.7m 0.00% New
27 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 178,247178.2k $4.6m $4.6m 0.00% Reduced -4.6k -4,595
28 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.03% of their portfolio IRVING, TX 167,291167.3k $4.3m $4.3m 0.03% Added +35.8k +35,817
29 Matthew Goff Investment Advisor, LLC 0.65% of their portfolio HOUSTON, TX 160,242160.2k $3.9m $3.9m 0.65% New
30 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 154,790154.8k $4.0m $4.0m 0.01% Reduced -18.1k -18,076
31 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 140,452140.5k $3.6m $3.6m 0.02% Added +4.6k +4,631
32 Quantum Financial Advisors, LLC 0.38% of their portfolio SANTA MONICA, CA 133,110133.1k $3.4m $3.4m 0.38% Reduced -75.8k -75,754
33 PSI Advisors, LLC 0.81% of their portfolio TAMPA, FL 131,848131.8k $3.4m $3.4m 0.81% Unchanged
34 COLDSTREAM CAPITAL MANAGEMENT INC 0.04% of their portfolio BELLEVUE, WA 127,878127.9k $3.3m $3.3m 0.04% Added +784 +784
35 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 104,961105.0k $2.7m $2.7m 0.01% Reduced -30.8k -30,759
36 Wick Capital Partners, LLC 0.49% of their portfolio WAYNE, PA 104,047104.0k $2.7m $2.7m 0.49% Added +37 +37
37 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 103,591103.6k $2.7m $2.7m 0.01% Added +8.4k +8,389
38 NorthCoast Asset Management LLC 0.06% of their portfolio STAMFORD, CT 103,175103.2k $2.6m $2.6m 0.06% Reduced -1.3k -1,255
39 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 98,90298.9k $2.5m $2.5m 0.00% Added +51.3k +51,280
40 MOSELEY INVESTMENT MANAGEMENT INC 0.79% of their portfolio BRADENTON, FL 96,85896.9k $2.5m $2.5m 0.79% Added +14.0k +14,000
41 Parkway Wealth Management Group, LLC 0.31% of their portfolio Plano, TX 96,10196.1k $2.5m $2.5m 0.31% Added +6.3k +6,256
42 SONATA CAPITAL GROUP INC 0.90% of their portfolio SEATTLE, WA 95,67795.7k $2.5m $2.5m 0.90% Unchanged
43 Atwater Malick LLC 0.62% of their portfolio LANCASTER, PA 90,16390.2k $2.3m $2.3m 0.62% Reduced -11.9k -11,887
44 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 87,99488.0k $2.3m $2.3m 0.00% Reduced -5.9k -5,898
45 CWM, LLC 0.01% of their portfolio OMAHA, NE 87,02087.0k $2.2m $2.2m 0.01% Added +7.8k +7,790
46 Wolfstich Capital, LLC 1.77% of their portfolio MEDFIELD, MA 83,38383.4k $2.0m $2.0m 1.77% New
47 Valmark Advisers, Inc. 0.02% of their portfolio AKRON, OH 81,35381.4k $2.1m $2.1m 0.02% Added +7.0k +6,975
48 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 76,01976.0k $1.9m $1.9m 0.00% Added +5.8k +5,783
49 IHT Wealth Management, LLC 0.05% of their portfolio Chicago, IL 75,96876.0k $1.9m $1.9m 0.05% Added +302 +302
50 Kastel Capital Advisors, LLC 1.19% of their portfolio WELLESLEY, MA 75,83175.8k $1.9m $1.9m 1.19% Unchanged
51 BLUE SQUARE ASSET MANAGEMENT, LLC 0.91% of their portfolio NEW YORK, NY 74,50474.5k $1.9m $1.9m 0.91% Added +28.7k +28,664
52 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 73,41473.4k $1.9m $1.9m 0.00% Added +61.2k +61,169
53 New England Private Wealth Advisors LLC 0.22% of their portfolio WELLESLEY, MA 73,35773.4k $1.9m $1.9m 0.22% Added +18 +18
54 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 72,06672.1k $1.8m $1.8m 0.00% Added +2.4k +2,414
55 Granite Harbor Advisors, Inc. 0.75% of their portfolio Houston, TX 67,34667.3k $1.7m $1.7m 0.75% Unchanged
56 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 64,68164.7k $1.7m $1.7m 0.02% Reduced -6.9k -6,910
57 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 60,41660.4k $1.5m $1.5m 0.00% Reduced -284 -284
58 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 59,43459.4k $1.5m $1.5m 0.00% Reduced -33.9k -33,876
59 RIA Advisory Group LLC 0.37% of their portfolio Des Moines, IA 59,32859.3k $1.5m $1.5m 0.37% Added +484 +484
60 Capital Investment Advisors, LLC 0.02% of their portfolio ATLANTA, GA 59,28359.3k $1.5m $1.5m 0.02% Reduced -7.2k -7,202
61 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.11% of their portfolio FORT WAYNE, IN 59,21759.2k $1.5m $1.5m 0.11% Unchanged
62 Clearstead Advisors, LLC 0.01% of their portfolio CLEVELAND, OH 58,31558.3k $1.5m $1.5m 0.01% Added +197 +197
63 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 54,52254.5k $1.4m $1.4m 0.00% Reduced -4.7k -4,693
64 Glenview Trust Co 0.02% of their portfolio Louisville, KY 54,49754.5k $1.4m $1.4m 0.02% Reduced -998 -998
65 Scissortail Wealth Management, LLC 0.28% of their portfolio TULSA, OK 53,42653.4k $1.4m $1.4m 0.28% Added +2.7k +2,701
66 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 53,03053.0k $1.4m $1.4m 0.01% Reduced -5.6k -5,567
67 Lantz Financial LLC 0.28% of their portfolio NAPERVILLE, IL 52,84452.8k $1.4m $1.4m 0.28% Added +10.2k +10,240
68 Evergreen Private Wealth LLC 0.54% of their portfolio GREENWOOD VILLAGE, CO 52,18652.2k $1.3m $1.3m 0.54% Added +2.8k +2,800
69 SPINNAKER TRUST 0.07% of their portfolio PORTLAND, ME 51,99952.0k $1.3m $1.3m 0.07% Unchanged
70 Signature Wealth Management Group 0.50% of their portfolio ATLANTA, GA 51,81151.8k $1.3m $1.3m 0.50% Reduced -5.8k -5,786
71 Aspen Wealth Management LLC 0.25% of their portfolio FORT WORTH, TX 48,18248.2k $1.2m $1.2m 0.25% Added +5.4k +5,351
72 SUMMITPOINT CAPITAL MANAGEMENT 1.50% of their portfolio LITTLETON, CO 45,99046.0k $1.2m $1.2m 1.50% First filing
73 GC Wealth Management RIA, LLC 0.05% of their portfolio Cambridge, MA 45,52745.5k $1.2m $1.2m 0.05% Added +2.9k +2,881
74 O'Domhnaill Enterprises, Inc. 0.91% of their portfolio CODY, WY 43,96944.0k $1.1m $1.1m 0.91% New
75 REGIONS FINANCIAL CORP 0.01% of their portfolio BIRMINGHAM, AL 43,56743.6k $1.1m $1.1m 0.01% Reduced -29.9k -29,910
76 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 41,52041.5k $1.1m $1.1m 0.01% Added +8.9k +8,883
77 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 41,02141.0k $1.1m $1.1m 0.00% Unchanged
78 Atlantic Union Bankshares Corp 0.02% of their portfolio GLEN ALLEN, VA 40,36140.4k $1.0m $1.0m 0.02% Reduced -1.8k -1,795
79 Modern Wealth Management, LLC 0.02% of their portfolio KANSAS CITY, MO 37,85437.9k $969.4k $969.4k 0.02% Added +5.5k +5,451
80 Godshalk Welsh Capital Management, Inc. 0.56% of their portfolio RADNOR, PA 37,50037.5k $961.1k $961.1k 0.56% Added +5.0k +5,000
81 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 36,70636.7k $940.8k $940.8k 0.01% Reduced -4.1k -4,061
82 POSTROCK PARTNERS LLC 0.43% of their portfolio OVERLAND PARK, KS 36,65636.7k $939.5k $939.5k 0.43% Added +350 +350
83 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 36,17736.2k $927.2k $927.2k 0.00% Added +18.1k +18,098
84 JAMES INVESTMENT RESEARCH, INC. 0.10% of their portfolio ALPHA, OH 35,83535.8k $918.5k $918.5k 0.10% Reduced -19.6k -19,600
85 Prism Advisors, Inc. 0.24% of their portfolio STUDIO CITY, CA 35,66535.7k $914.1k $914.1k 0.24% Unchanged
86 Strid Group, LLC 0.11% of their portfolio NEWTOWN SQUARE, PA 35,06435.1k $898.7k $898.7k 0.11% Unchanged
87 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 35,00035.0k $897.0k $897.0k 0.00% Unchanged
88 HEFFERNAN ADVISORY, INC 0.78% of their portfolio FLAGSTAFF, AZ 32,66432.7k $837.2k $837.2k 0.78% Unchanged
89 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 32,29332.3k $827.7k $827.7k 0.02% Added +6.8k +6,791
90 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 32,25332.3k $827.6k $827.6k 0.00% New
91 Crews Bank & Trust 0.12% of their portfolio PORT CHARLOTTE, FL 31,94431.9k $818.7k $818.7k 0.12% Reduced -631 -631
92 Snowden Capital Advisors LLC 0.02% of their portfolio New York, NY 31,70031.7k $812.5k $812.5k 0.02% Unchanged
93 Mariner, LLC 0.00% of their portfolio Overland Park, KS 30,36330.4k $778.2k $778.2k 0.00% Reduced -1.9k -1,946
94 Investment Research Partners LLC 0.32% of their portfolio LEMONT, PA 30,25730.3k $775.5k $775.5k 0.32% New
95 Avail Investment Partners, LLC 0.83% of their portfolio LEMONT, PA 30,25730.3k $775.0k $775.0k 0.83% First filing
96 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 30,10830.1k $772.0k $772.0k 0.00% Reduced -2.7k -2,708
97 Roof Eidam Maycock Peralta, LLC 0.18% of their portfolio San Francisco, CA 29,85429.9k $765.1k $765.1k 0.18% Added +34 +34
98 FLOW TRADERS U.S. LLC 0.02% of their portfolio NEW YORK, NY 28,13328.1k $721.0k $721.0k 0.02% New
99 CFS Investment Advisory Services, LLC 0.05% of their portfolio TOTOWA, NJ 27,87527.9k $715.1k $715.1k 0.05% Reduced -1.7k -1,658
100 Resonant Capital Advisors, LLC 0.04% of their portfolio Madison, WI 27,46127.5k $703.8k $703.8k 0.04% Unchanged