Vault-13

ISHARES TR IBMO

IBONDS DEC 26 · ETP · CUSIP 46435U259

182 institutional holders -13 vs Q1 2026
18,660,91818.7m shares reported held*
$478.5mreported value*
14 new 56 added 59 reduced 23 sold out net sold ≈ $3.0m (-116.8k 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 ≈ $25.64.

Trends to Q2 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: 195Q2 26: 182182Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026182

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q1 26: 79 bought or addedQ1 26: 70 cut or sold outQ2 26: 70 bought or addedQ2 26: 82 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20247752
Q4 20249345
Q1 20257968
Q2 20258558
Q3 20258953
Q4 20258458
Q1 20267970
Q2 20267082

Biggest buyers

Integrated Wealth Concepts LLC Added +193,705+193.7k
MERCER GLOBAL ADVISORS INC /ADV Added +117,543+117.5k
Kathmere Capital Management, LLC Added +94,407+94.4k
BANK OF AMERICA CORP /DE/ Added +68,879+68.9k
TITLEIST ASSET MANAGEMENT, LLC New +49,972+50.0k
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Added +38,077+38.1k
Jacobi Capital Management LLC New +36,400+36.4k
MORGAN STANLEY Added +35,255+35.3k
NewEdge Advisors, LLC Added +32,488+32.5k
Cambridge Investment Research Advisors, Inc. Added +32,208+32.2k

Biggest sellers

Matthew Goff Investment Advisor, LLC Sold out -160,242-160.2k
Wick Capital Partners, LLC Sold out -104,047-104.0k
PSI Advisors, LLC Reduced -83,474-83.5k
Wolfstich Capital, LLC Sold out -83,383-83.4k
UBS Group AG Reduced -69,227-69.2k
ASSETMARK, INC Reduced -62,403-62.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -36,177-36.2k
JPMORGAN CHASE & CO Sold out -32,253-32.3k
Investment Research Partners LLC Sold out -30,257-30.3k
Avail Investment Partners, LLC Sold out -30,257-30.3k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 2,056,4612.1m $52.7m $52.7m 0.00% Added +68.9k +68,879
2 MERCER GLOBAL ADVISORS INC /ADV 0.05% of their portfolio DENVER, CO 1,695,5381.7m $43.5m $43.5m 0.05% Added +117.5k +117,543
3 Rossmore Private Capital 3.01% of their portfolio GLASTONBURY, CT 1,443,2211.4m $37.0m $37.0m 3.01% Reduced -66 -66
4 NewEdge Advisors, LLC 0.06% of their portfolio NEW ORLEANS, LA 732,003732.0k $18.8m $18.8m 0.06% Added +32.5k +32,488
5 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 652,820652.8k $16.7m $16.7m 0.02% Added +9.0k +8,958
6 Integrated Wealth Concepts LLC 0.07% of their portfolio WALTHAM, MA 560,200560.2k $14.4m $14.4m 0.07% Added +193.7k +193,705
7 Lido Advisors, LLC 0.05% of their portfolio Los Angeles, CA 555,766555.8k $14.2m $14.2m 0.05% Reduced -13.0k -12,971
8 Kathmere Capital Management, LLC 0.75% of their portfolio WAYNE, PA 553,898553.9k $14.2m $14.2m 0.75% Added +94.4k +94,407
9 LBMC INVESTMENT ADVISORS, LLC 0.72% of their portfolio BRENTWOOD, TN 520,304520.3k $13.3m $13.3m 0.72% Reduced -4.8k -4,839
10 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 461,392461.4k $11.8m $11.8m 0.00% Reduced -2.2k -2,238
11 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 386,854386.9k $9.9m $9.9m 0.00% Reduced -17.5k -17,463
12 Hills Bank & Trust Co 0.41% of their portfolio North Liberty, IA 378,134378.1k $9.7m $9.7m 0.41% Reduced -12.0k -12,049
13 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 367,257367.3k $9.4m $9.4m 0.00% Added +35.3k +35,255
14 Covington Investment Advisors Inc. 1.07% of their portfolio LIGONIER, PA 324,415324.4k $8.3m $8.3m 1.07% Added +480 +480
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 312,081312.1k $8.0m $8.0m 0.00% Reduced -69.2k -69,227
16 Paradiem, LLC 1.63% of their portfolio COVINGTON, LA 294,149294.1k $7.5m $7.5m 1.63% Unchanged
17 LEAVELL INVESTMENT MANAGEMENT, INC. 0.26% of their portfolio MOBILE, AL 273,821273.8k $7.0m $7.0m 0.26% Added +18.0k +18,000
18 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.09% of their portfolio MINNEAPOLIS, MN 269,719269.7k $6.9m $6.9m 0.09% Added +38.1k +38,077
19 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 246,532246.5k $6.3m $6.3m 0.01% Reduced -21.6k -21,617
20 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 244,402244.4k $6.3m $6.3m 0.00% Reduced -8.7k -8,668
21 CENTRAL TRUST Co 0.10% of their portfolio JEFFERSON CITY, MO 215,592215.6k $5.5m $5.5m 0.10% Added +9.4k +9,446
22 Sound View Wealth Advisors Group, LLC 0.34% of their portfolio SAVANNAH, GA 214,675214.7k $5.5m $5.5m 0.34% Reduced -13.0k -12,967
23 Cyndeo Wealth Partners, LLC 0.24% of their portfolio ST. PETERSBURG, FL 201,206201.2k $5.2m $5.2m 0.24% Added +11.5k +11,497
24 Praetorian Wealth Management, Inc. 0.88% of their portfolio CARMEL, CA 198,055198.1k $5.1m $5.1m 0.88% Reduced -16.6k -16,557
25 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 192,529192.5k $4.9m $4.9m 0.00% Added +10.4k +10,356
26 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.03% of their portfolio IRVING, TX 182,111182.1k $4.7m $4.7m 0.03% Added +14.8k +14,820
27 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 175,525175.5k $4.5m $4.5m 0.00% Reduced -2.7k -2,722
28 HOWLAND CAPITAL MANAGEMENT LLC 0.16% of their portfolio BOSTON, MA 174,672174.7k $4.5m $4.5m 0.16% Reduced -9.5k -9,504
29 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 149,069149.1k $3.8m $3.8m 0.00% Reduced -5.7k -5,721
30 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 135,041135.0k $3.5m $3.5m 0.02% Reduced -5.4k -5,411
31 COLDSTREAM CAPITAL MANAGEMENT INC 0.04% of their portfolio BELLEVUE, WA 127,207127.2k $3.3m $3.3m 0.04% Reduced -671 -671
32 NorthCoast Asset Management LLC 0.06% of their portfolio STAMFORD, CT 106,153106.2k $2.7m $2.7m 0.06% Added +3.0k +2,978
33 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 105,460105.5k $2.7m $2.7m 0.01% Added +499 +499
34 Quantum Financial Advisors, LLC 0.26% of their portfolio SANTA MONICA, CA 103,716103.7k $2.7m $2.7m 0.26% Reduced -29.4k -29,394
35 Parkway Wealth Management Group, LLC 0.29% of their portfolio Plano, TX 98,36998.4k $2.5m $2.5m 0.29% Added +2.3k +2,268
36 SONATA CAPITAL GROUP INC 0.79% of their portfolio SEATTLE, WA 95,67795.7k $2.5m $2.5m 0.79% Unchanged
37 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 95,22695.2k $2.4m $2.4m 0.00% Reduced -3.7k -3,676
38 Valmark Advisers, Inc. 0.03% of their portfolio AKRON, OH 91,90191.9k $2.4m $2.4m 0.03% Added +10.5k +10,548
39 Atwater Malick LLC 0.50% of their portfolio LANCASTER, PA 90,16390.2k $2.3m $2.3m 0.50% Unchanged
40 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 76,94376.9k $2.0m $2.0m 0.00% Added +924 +924
41 IHT Wealth Management, LLC 0.04% of their portfolio Chicago, IL 76,41976.4k $2.0m $2.0m 0.04% Added +451 +451
42 RIA Advisory Group LLC 0.43% of their portfolio Des Moines, IA 75,21575.2k $1.9m $1.9m 0.43% Added +15.9k +15,887
43 BLUE SQUARE ASSET MANAGEMENT, LLC 0.77% of their portfolio NEW YORK, NY 74,01474.0k $1.9m $1.9m 0.77% Reduced -490 -490
44 New England Private Wealth Advisors LLC 0.18% of their portfolio WELLESLEY, MA 73,39173.4k $1.9m $1.9m 0.18% Added +34 +34
45 Kastel Capital Advisors, LLC 1.16% of their portfolio WELLESLEY, MA 71,54671.5k $1.8m $1.8m 1.16% Reduced -4.3k -4,285
46 Granite Harbor Advisors, Inc. 0.68% of their portfolio Houston, TX 67,34667.3k $1.7m $1.7m 0.68% Unchanged
47 Scissortail Wealth Management, LLC 0.32% of their portfolio TULSA, OK 64,98965.0k $1.7m $1.7m 0.32% Added +11.6k +11,563
48 REGIONS FINANCIAL CORP 0.01% of their portfolio BIRMINGHAM, AL 62,74562.7k $1.6m $1.6m 0.01% Added +19.2k +19,178
49 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 62,31662.3k $1.6m $1.6m 0.00% Added +32.2k +32,208
50 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 61,67261.7k $1.6m $1.6m 0.00% Reduced -26.3k -26,322
51 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 59,88459.9k $1.5m $1.5m 0.00% Added +450 +450
52 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 59,85459.9k $1.5m $1.5m 0.02% Reduced -4.8k -4,827
53 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 58,20558.2k $1.5m $1.5m 0.01% Added +16.7k +16,685
54 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.11% of their portfolio FORT WAYNE, IN 57,22357.2k $1.5m $1.5m 0.11% Reduced -2.0k -1,994
55 Clearstead Advisors, LLC 0.01% of their portfolio CLEVELAND, OH 56,78756.8k $1.5m $1.5m 0.01% Reduced -1.5k -1,528
56 Capital Investment Advisors, LLC 0.02% of their portfolio ATLANTA, GA 56,60656.6k $1.5m $1.5m 0.02% Reduced -2.7k -2,677
57 Glenview Trust Co 0.02% of their portfolio Louisville, KY 54,49754.5k $1.4m $1.4m 0.02% Unchanged
58 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 54,36054.4k $1.4m $1.4m 0.00% Reduced -162 -162
59 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 54,05354.1k $1.4m $1.4m 0.00% Reduced -6.4k -6,363
60 Lantz Financial LLC 0.25% of their portfolio NAPERVILLE, IL 52,70352.7k $1.4m $1.4m 0.25% Reduced -141 -141
61 Evergreen Private Wealth LLC 0.49% of their portfolio GREENWOOD VILLAGE, CO 52,07952.1k $1.3m $1.3m 0.49% Reduced -107 -107
62 SPINNAKER TRUST 0.06% of their portfolio PORTLAND, ME 51,99952.0k $1.3m $1.3m 0.06% Unchanged
63 TITLEIST ASSET MANAGEMENT, LLC 0.09% of their portfolio SAN ANTONIO, TX 49,97250.0k $1.3m $1.3m 0.09% New
64 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 49,35249.4k $1.3m $1.3m 0.00% Reduced -22.7k -22,714
65 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 48,92548.9k $1.3m $1.3m 0.01% Reduced -4.1k -4,105
66 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 48,50148.5k $1.2m $1.2m 0.00% Added +28.5k +28,543
67 PSI Advisors, LLC 0.29% of their portfolio TAMPA, FL 48,37448.4k $1.2m $1.2m 0.29% Reduced -83.5k -83,474
68 O'Domhnaill Enterprises, Inc. 0.97% of their portfolio CODY, WY 47,12447.1k $1.2m $1.2m 0.97% Added +3.2k +3,155
69 SUMMITPOINT CAPITAL MANAGEMENT 1.28% of their portfolio LITTLETON, CO 46,44846.4k $1.2m $1.2m 1.28% Added +458 +458
70 GC Wealth Management RIA, LLC 0.07% of their portfolio Cambridge, MA 46,39846.4k $1.2m $1.2m 0.07% Added +871 +871
71 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 46,28246.3k $1.2m $1.2m 0.00% Reduced -27.1k -27,132
72 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 43,14843.1k $1.1m $1.1m 0.00% Added +29.5k +29,487
73 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 41,18841.2k $1.1m $1.1m 0.00% Reduced -62.4k -62,403
74 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 41,02141.0k $1.1m $1.1m 0.00% Unchanged
75 Godshalk Welsh Capital Management, Inc. 0.56% of their portfolio RADNOR, PA 40,50040.5k $1.0m $1.0m 0.56% Added +3.0k +3,000
76 POSTROCK PARTNERS LLC 0.40% of their portfolio OVERLAND PARK, KS 38,60638.6k $989.9k $989.9k 0.40% Added +1.9k +1,950
77 Jacobi Capital Management LLC 0.05% of their portfolio PITTSTON, PA 36,40036.4k $933.3k $933.3k 0.05% New
78 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 35,94035.9k $921.5k $921.5k 0.01% Reduced -766 -766
79 JAMES INVESTMENT RESEARCH, INC. 0.09% of their portfolio ALPHA, OH 35,83535.8k $918.8k $918.8k 0.09% Unchanged
80 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 35,80035.8k $917.9k $917.9k 0.00% Added +800 +800
81 Prism Advisors, Inc. 0.22% of their portfolio STUDIO CITY, CA 35,66535.7k $914.5k $914.5k 0.22% Unchanged
82 Strid Group, LLC 0.10% of their portfolio NEWTOWN SQUARE, PA 35,06435.1k $899.0k $899.0k 0.10% Unchanged
83 Aspen Wealth Management LLC 0.15% of their portfolio FORT WORTH, TX 34,73134.7k $890.5k $890.5k 0.15% Reduced -13.5k -13,451
84 HEFFERNAN ADVISORY, INC 0.70% of their portfolio FLAGSTAFF, AZ 32,66432.7k $837.5k $837.5k 0.70% Unchanged
85 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 32,03032.0k $821.3k $821.3k 0.01% Reduced -263 -263
86 Snowden Capital Advisors LLC 0.02% of their portfolio New York, NY 31,70031.7k $812.8k $812.8k 0.02% Unchanged
87 Mariner, LLC 0.00% of their portfolio Overland Park, KS 30,36830.4k $778.6k $778.6k 0.00% Added +5 +5
88 Atlantic Union Bankshares Corp 0.01% of their portfolio GLEN ALLEN, VA 30,09930.1k $771.7k $771.7k 0.01% Reduced -10.3k -10,262
89 Crews Bank & Trust 0.10% of their portfolio PORT CHARLOTTE, FL 29,94429.9k $767.8k $767.8k 0.10% Reduced -2.0k -2,000
90 Roof Eidam Maycock Peralta, LLC 0.15% of their portfolio San Francisco, CA 29,90429.9k $766.7k $766.7k 0.15% Added +50 +50
91 Cove Private Wealth, LLC 0.14% of their portfolio Oyster Bay Cove, NY 29,00029.0k $743.6k $743.6k 0.14% New
92 Financial Advisory Corp 0.09% of their portfolio Grand Rapids, MI 27,87727.9k $714.8k $714.8k 0.09% Added +2.8k +2,793
93 First National Trust Co 0.02% of their portfolio Johnstown, PA 27,44927.4k $703.8k $703.8k 0.02% Added +80 +80
94 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 27,19927.2k $697.4k $697.4k 0.01% Reduced -10.7k -10,655
95 Resonant Capital Advisors, LLC 0.03% of their portfolio Madison, WI 27,05227.1k $693.6k $693.6k 0.03% Reduced -409 -409
96 Composition Wealth, LLC 0.01% of their portfolio LOS ANGELES, CA 25,67025.7k $658.2k $658.2k 0.01% Added +1.6k +1,583
97 Parallel Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 24,80724.8k $636.1k $636.1k 0.01% Unchanged
98 SILVERLAKE WEALTH MANAGEMENT LLC 0.12% of their portfolio WILLISTON, VT 24,72224.7k $633.9k $633.9k 0.12% Added +3.9k +3,858
99 10Elms LLP 0.27% of their portfolio TULSA, OK 24,59424.6k $630.6k $630.6k 0.27% Unchanged
100 Eldridge Investment Advisors, Inc. 0.12% of their portfolio MANCHESTER, NH 23,03523.0k $590.6k $590.6k 0.12% Reduced -15 -15