Vault-13

ISHARES TR IBMP

IBONDS DEC 27 · ETP · CUSIP 46435U283

154 institutional holders +7 vs Q4 2024
17,788,81817.8m shares reported held*
$449.7mreported value*
13 new 65 added 42 reduced 5 sold out net bought ≈ $1.2m (+45.7k 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 ≈ $25.28.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 66Q4 22: 83Q1 23: 92Q2 23: 100Q3 23: 104Q4 23: 114Q1 24: 121Q2 24: 122Q3 24: 135Q4 24: 147Q1 25: 154154Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202266
Q4 202283
Q1 202392
Q2 2023100
Q3 2023104
Q4 2023114
Q1 2024121
Q2 2024122
Q3 2024135
Q4 2024147
Q1 2025154

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 55 bought or addedQ2 23: 27 cut or sold outQ3 23: 55 bought or addedQ3 23: 33 cut or sold outQ3 23Q4 23: 75 bought or addedQ4 23: 34 cut or sold outQ1 24: 77 bought or addedQ1 24: 30 cut or sold outQ1 24Q2 24: 67 bought or addedQ2 24: 37 cut or sold outQ3 24: 78 bought or addedQ3 24: 31 cut or sold outQ3 24Q4 24: 81 bought or addedQ4 24: 37 cut or sold outQ1 25: 78 bought or addedQ1 25: 47 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20235527
Q3 20235533
Q4 20237534
Q1 20247730
Q2 20246737
Q3 20247831
Q4 20248137
Q1 20257847

Biggest buyers

LPL Financial LLC Added +183,135+183.1k
BANK OF AMERICA CORP /DE/ Added +164,951+165.0k
Lido Advisors, LLC Added +136,753+136.8k
LBMC INVESTMENT ADVISORS, LLC Added +74,851+74.9k
Heartwood Wealth Advisors LLC Added +44,375+44.4k
NorthCoast Asset Management LLC New +43,591+43.6k
HighTower Advisors, LLC Added +42,861+42.9k
Orion Portfolio Solutions, LLC New +32,288+32.3k
Orion Porfolio Solutions, LLC New +32,288+32.3k
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Added +25,633+25.6k

Biggest sellers

Corient Private Wealth LP Reduced -320,755-320.8k
AMERIPRISE FINANCIAL INC Reduced -168,914-168.9k
WELLS FARGO & COMPANY/MN Reduced -168,707-168.7k
Kathmere Capital Management, LLC Reduced -73,417-73.4k
Focus Partners Wealth Reduced -56,338-56.3k
MORGAN STANLEY Reduced -48,132-48.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -41,024-41.0k
Crumly & Associates Inc. Reduced -31,432-31.4k
HENGEHOLD CAPITAL MANAGEMENT LLC Reduced -30,220-30.2k
RAYMOND JAMES FINANCIAL INC Reduced -27,488-27.5k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,954,0752.0m $49.4m $49.4m 0.00% Added +165.0k +164,951
2 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 1,012,4881.0m $25.6m $25.6m 0.03% Added +42.9k +42,861
3 Clearstead Advisors, LLC 0.34% of their portfolio CLEVELAND, OH 871,056871.1k $22.0m $22.0m 0.34% Reduced -9.1k -9,061
4 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 859,302859.3k $21.7m $21.7m 0.01% Reduced -41.0k -41,024
5 MERCER GLOBAL ADVISORS INC /ADV 0.05% of their portfolio DENVER, CO 833,894833.9k $21.1m $21.1m 0.05% Added +11.0k +10,971
6 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 754,967755.0k $19.1m $19.1m 0.00% Reduced -168.7k -168,707
7 Heartwood Wealth Advisors LLC 2.17% of their portfolio RICHMOND, VA 753,435753.4k $19.0m $19.0m 2.17% Added +44.4k +44,375
8 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 699,282699.3k $17.7m $17.7m 0.02% Reduced -12.8k -12,791
9 Kathmere Capital Management, LLC 1.19% of their portfolio WAYNE, PA 554,924554.9k $14.0m $14.0m 1.19% Reduced -73.4k -73,417
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 486,461486.5k $12.3m $12.3m 0.00% Reduced -48.1k -48,132
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 411,113411.1k $10.4m $10.4m 0.00% Reduced -369 -369
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 407,925407.9k $10.3m $10.3m 0.00% Added +183.1k +183,135
13 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 389,071389.1k $9.8m $9.8m 0.00% Reduced -27.5k -27,488
14 HENGEHOLD CAPITAL MANAGEMENT LLC 0.92% of their portfolio CINCINNATI, OH 384,340384.3k $9.7m $9.7m 0.92% Reduced -30.2k -30,220
15 NewEdge Advisors, LLC 0.06% of their portfolio NEW ORLEANS, LA 379,415379.4k $9.6m $9.6m 0.06% Added +10.9k +10,870
16 LBMC INVESTMENT ADVISORS, LLC 0.74% of their portfolio BRENTWOOD, TN 372,141372.1k $9.4m $9.4m 0.74% Added +74.9k +74,851
17 Hills Bank & Trust Co 0.60% of their portfolio North Liberty, IA 339,113339.1k $8.6m $8.6m 0.60% Added +1.9k +1,857
18 Covington Investment Advisors Inc. 1.28% of their portfolio LIGONIER, PA 324,665324.7k $8.2m $8.2m 1.28% Added +19.2k +19,200
19 Lido Advisors, LLC 0.04% of their portfolio Los Angeles, CA 278,829278.8k $7.0m $7.0m 0.04% Added +136.8k +136,753
20 Praetorian Wealth Management, Inc. 1.52% of their portfolio CARMEL, CA 246,667246.7k $6.2m $6.2m 1.52% Added +2.0k +2,022
21 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 218,329218.3k $5.5m $5.5m 0.00% Added +14.8k +14,801
22 Integrated Wealth Concepts LLC 0.06% of their portfolio WALTHAM, MA 192,237192.2k $4.9m $4.9m 0.06% Added +18.0k +18,022
23 HOWLAND CAPITAL MANAGEMENT LLC 0.20% of their portfolio BOSTON, MA 176,600176.6k $4.5m $4.5m 0.20% Added +11.7k +11,736
24 LEAVELL INVESTMENT MANAGEMENT, INC. 0.22% of their portfolio MOBILE, AL 174,637174.6k $4.4m $4.4m 0.22% Added +9.0k +8,975
25 Paradiem, LLC 1.12% of their portfolio COVINGTON, LA 160,410160.4k $4.1m $4.1m 1.12% Unchanged
26 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.07% of their portfolio MINNEAPOLIS, MN 158,745158.7k $4.0m $4.0m 0.07% Added +25.6k +25,633
27 CENTRAL TRUST Co 0.10% of their portfolio JEFFERSON CITY, MO 153,666153.7k $3.9m $3.9m 0.10% Reduced -1.9k -1,880
28 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 147,802147.8k $3.7m $3.7m 0.00% Reduced -168.9k -168,914
29 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 142,174142.2k $3.6m $3.6m 0.01% Added +21.6k +21,609
30 Quantum Financial Advisors, LLC 0.52% of their portfolio SANTA MONICA, CA 137,853137.9k $3.5m $3.5m 0.52% Added +6.5k +6,481
31 Spire Wealth Management 0.11% of their portfolio MCLEAN, VA 130,545130.5k $3.3m $3.3m 0.11% Added +2.1k +2,054
32 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 128,365128.4k $3.2m $3.2m 0.00% Added +9.8k +9,782
33 Cyndeo Wealth Partners, LLC 0.21% of their portfolio ST. PETERSBURG, FL 128,097128.1k $3.2m $3.2m 0.21% Reduced -12.0k -11,986
34 Sound View Wealth Advisors Group, LLC 0.25% of their portfolio SAVANNAH, GA 121,869121.9k $3.1m $3.1m 0.25% Added +13.6k +13,645
35 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 110,737110.7k $2.8m $2.8m 0.01% Reduced -14.4k -14,432
36 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 109,992110.0k $2.8m $2.8m 0.02% Added +17.2k +17,211
37 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 103,406103.4k $2.6m $2.6m 0.00% Added +1.9k +1,891
38 POSTROCK PARTNERS LLC 1.16% of their portfolio OVERLAND PARK, KS 92,88192.9k $2.3m $2.3m 1.16% Added +3.8k +3,800
39 SONATA CAPITAL GROUP INC 1.02% of their portfolio SEATTLE, WA 92,60392.6k $2.3m $2.3m 1.02% Unchanged
40 COLDSTREAM CAPITAL MANAGEMENT INC 0.05% of their portfolio BELLEVUE, WA 86,48386.5k $2.2m $2.2m 0.05% Added +9.2k +9,200
41 Glenview Trust Co 0.04% of their portfolio Louisville, KY 83,32483.3k $2.1m $2.1m 0.04% Unchanged
42 Atwater Malick LLC 0.66% of their portfolio LANCASTER, PA 76,92576.9k $1.9m $1.9m 0.66% Added +20.5k +20,536
43 Envision Financial Planning, LLC 0.92% of their portfolio MEMPHIS, TN 71,39871.4k $1.8m $1.8m 0.92% Reduced -1.8k -1,799
44 WOODMONT INVESTMENT COUNSEL LLC 0.13% of their portfolio NASHVILLE, TN 71,31571.3k $1.8m $1.8m 0.13% Unchanged
45 Newman Dignan & Sheerar, Inc. 0.49% of their portfolio PROVIDENCE, RI 70,99571.0k $1.8m $1.8m 0.49% Unchanged
46 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 60,18060.2k $1.5m $1.5m 0.00% Reduced -56.3k -56,338
47 Valmark Advisers, Inc. 0.02% of their portfolio AKRON, OH 59,52859.5k $1.5m $1.5m 0.02% Reduced -2.5k -2,542
48 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 57,75757.8k $1.5m $1.5m 0.00% Reduced -320.8k -320,755
49 SENTINEL PENSION ADVISORS, LLC 0.27% of their portfolio WAKEFIELD, MA 57,67557.7k $1.5m $1.5m 0.27% Added +6.9k +6,934
50 SPINNAKER TRUST 0.09% of their portfolio PORTLAND, ME 56,05056.0k $1.4m $1.4m 0.09% Added +9.6k +9,560
51 Capital Investment Advisors, LLC 0.03% of their portfolio ATLANTA, GA 55,09655.1k $1.4m $1.4m 0.03% Added +2.6k +2,609
52 Signature Wealth Management Group 0.51% of their portfolio ATLANTA, GA 51,50651.5k $1.3m $1.3m 0.51% Added +995 +995
53 REGIONS FINANCIAL CORP 0.01% of their portfolio BIRMINGHAM, AL 49,66949.7k $1.3m $1.3m 0.01% Added +3.0k +3,001
54 Granite Harbor Advisors, Inc. 0.66% of their portfolio Houston, TX 49,47749.5k $1.3m $1.3m 0.66% Added +2.6k +2,606
55 RIA Advisory Group LLC 0.40% of their portfolio Des Moines, IA 48,37948.4k $1.2m $1.2m 0.40% Added +5.2k +5,154
56 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 48,15748.2k $1.2m $1.2m 0.02% Added +56 +56
57 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.09% of their portfolio FORT WAYNE, IN 46,98047.0k $1.2m $1.2m 0.09% Unchanged
58 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 46,52846.5k $1.2m $1.2m 0.00% Added +14.1k +14,140
59 BLUE SQUARE ASSET MANAGEMENT, LLC 0.63% of their portfolio NEW YORK, NY 45,99946.0k $1.2m $1.2m 0.63% Reduced -946 -946
60 Sandy Spring Bank 0.05% of their portfolio Olney, MD 45,61645.6k $1.2m $1.2m 0.05% Added +1.1k +1,131
61 Evergreen Private Wealth LLC 0.54% of their portfolio GREENWOOD VILLAGE, CO 45,56745.6k $1.2m $1.2m 0.54% Added +1.2k +1,224
62 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 45,17445.2k $1.1m $1.1m 0.01% Reduced -16.0k -15,960
63 Prism Advisors, Inc. 0.35% of their portfolio STUDIO CITY, CA 44,71544.7k $1.1m $1.1m 0.35% Unchanged
64 NorthCoast Asset Management LLC 0.01% of their portfolio STAMFORD, CT 43,59143.6k $1.1m $1.1m 0.01% New
65 BENJAMIN EDWARDS INC 0.02% of their portfolio Clayton, MO 43,50743.5k $1.1m $1.1m 0.02% Added +3.0k +2,993
66 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ST. LOUIS, MO 40,55340.6k $1.0m $1.0m 0.01% Reduced -268 -268
67 CWM, LLC 0.00% of their portfolio OMAHA, NE 39,15739.2k $990.0k $990.0k 0.00% Added +3.2k +3,155
68 WJ Wealth Management, LLC 0.35% of their portfolio GLENDALE, AZ 38,83338.8k $981.7k $981.7k 0.35% Reduced -16.6k -16,600
69 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 33,93533.9k $857.9k $857.9k 0.01% Added +2.2k +2,211
70 Modern Wealth Management, LLC 0.03% of their portfolio KANSAS CITY, MO 33,85533.9k $855.9k $855.9k 0.03% Reduced -1.8k -1,829
71 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 32,28832.3k $816.2k $816.2k 0.01% New
72 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 32,28832.3k $816.2k $816.2k 0.00% New
73 Roof Eidam Maycock Peralta, LLC 0.22% of their portfolio San Francisco, CA 32,12532.1k $812.1k $812.1k 0.22% Added +33 +33
74 GC Wealth Management RIA, LLC 0.15% of their portfolio Cambridge, MA 32,00832.0k $809.2k $809.2k 0.15% Added +1.1k +1,133
75 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 31,01631.0k $784.1k $784.1k 0.02% Reduced -2.4k -2,449
76 Snowden Capital Advisors LLC 0.03% of their portfolio New York, NY 31,00031.0k $783.7k $783.7k 0.03% Unchanged
77 Crews Bank & Trust 0.13% of their portfolio PORT CHARLOTTE, FL 30,73830.7k $777.1k $777.1k 0.13% Added +1.6k +1,585
78 Lantz Financial LLC 0.21% of their portfolio NAPERVILLE, IL 30,65030.6k $774.8k $774.8k 0.21% Added +3.4k +3,443
79 Foundry Financial Group, Inc. 0.45% of their portfolio LACONIA, NH 29,09429.1k $735.5k $735.5k 0.45% Reduced -1.8k -1,760
80 Parallel Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 28,92028.9k $731.1k $731.1k 0.02% Reduced -182 -182
81 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 25,78925.8k $652.0k $652.0k 0.00% Added +62 +62
82 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 25,69525.7k $649.6k $649.6k 0.00% Added +6.6k +6,601
83 CFS Investment Advisory Services, LLC 0.06% of their portfolio TOTOWA, NJ 24,54624.5k $621.0k $621.0k 0.06% Reduced -4.5k -4,455
84 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 23,68323.7k $599.0k $599.0k 0.00% Reduced -12.9k -12,876
85 Crumly & Associates Inc. 0.15% of their portfolio SPRINGFIELD, IL 21,85421.9k $552.5k $552.5k 0.15% Reduced -31.4k -31,432
86 MEMBERS WEALTH LLC 0.42% of their portfolio MEDIA, PA 21,80421.8k $551.2k $551.2k 0.42% Unchanged
87 10Elms LLP 0.54% of their portfolio TULSA, OK 21,14421.1k $534.5k $534.5k 0.54% Added +5.0k +4,950
88 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 20,83920.8k $526.8k $526.8k 0.00% Reduced -3.4k -3,444
89 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 20,00820.0k $505.8k $505.8k 0.00% Added +6.7k +6,657
90 Klingman & Associates, LLC 0.03% of their portfolio New York, NY 19,83519.8k $501.4k $501.4k 0.03% Reduced -3.0k -2,959
91 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 19,77019.8k $499.8k $499.8k 0.00% New
92 COMERICA BANK 0.00% of their portfolio DALLAS, TX 18,49118.5k $467.5k $467.5k 0.00% Added +1.5k +1,464
93 GOULD ASSET MANAGEMENT LLC /CA/ 0.09% of their portfolio CLAREMONT, CA 17,96518.0k $454.2k $454.2k 0.09% Unchanged
94 First Affirmative Financial Network 0.26% of their portfolio COLORADO SPRINGS, CO 16,86216.9k $426.3k $426.3k 0.26% Added +683 +683
95 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 16,15516.2k $408.0k $408.0k 0.00% Unchanged
96 JIM SAULNIER & ASSOCIATES, LLC 0.31% of their portfolio FORT COLLINS, CO 15,89815.9k $401.9k $401.9k 0.31% New
97 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 15,28015.3k $386.3k $386.3k 0.00% New
98 PGIM Custom Harvest LLC 0.01% of their portfolio NEWARK, NJ 15,09915.1k $381.7k $381.7k 0.01% Added +2.1k +2,115
99 Exchange Capital Management, Inc. 0.06% of their portfolio Ann Arbor, MI 14,98615.0k $378.8k $378.8k 0.06% Reduced -1.1k -1,065
100 Prime Capital Investment Advisors, LLC 0.00% of their portfolio OVERLAND PARK, KS 14,78714.8k $373.8k $373.8k 0.00% Added +2.3k +2,312