Vault-13

ISHARES TR IBMP

IBONDS DEC 27 · ETP · CUSIP 46435U283

166 institutional holders +12 vs Q1 2025
19,008,50819.0m shares reported held*
$481.9mreported value*
20 new 73 added 39 reduced 5 sold out net bought ≈ $33.4m (+1.3m 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 ≈ $25.35.

Trends to Q2 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: 154Q2 25: 166166Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025166

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 55 bought or addedQ3 23: 33 cut or sold outQ4 23: 75 bought or addedQ4 23: 34 cut or sold outQ4 23Q1 24: 77 bought or addedQ1 24: 30 cut or sold outQ2 24: 67 bought or addedQ2 24: 37 cut or sold outQ2 24Q3 24: 78 bought or addedQ3 24: 31 cut or sold outQ4 24: 81 bought or addedQ4 24: 37 cut or sold outQ4 24Q1 25: 78 bought or addedQ1 25: 47 cut or sold outQ2 25: 93 bought or addedQ2 25: 44 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20235533
Q4 20237534
Q1 20247730
Q2 20246737
Q3 20247831
Q4 20248137
Q1 20257847
Q2 20259344

Biggest buyers

WELLS FARGO & COMPANY/MN Added +218,307+218.3k
JANE STREET GROUP, LLC Added +174,619+174.6k
MORGAN STANLEY Added +161,866+161.9k
BANK OF AMERICA CORP /DE/ Added +147,979+148.0k
ROYAL BANK OF CANADA Added +102,846+102.8k
MERCER GLOBAL ADVISORS INC /ADV Added +77,171+77.2k
Hills Bank & Trust Co Added +59,934+59.9k
US BANCORP \DE\ Added +52,873+52.9k
LBMC INVESTMENT ADVISORS, LLC Added +52,074+52.1k
Atlantic Union Bankshares Corp New +50,995+51.0k

Biggest sellers

Kathmere Capital Management, LLC Reduced -153,163-153.2k
RAYMOND JAMES FINANCIAL INC Reduced -122,617-122.6k
HighTower Advisors, LLC Reduced -62,278-62.3k
AMERIPRISE FINANCIAL INC Reduced -55,609-55.6k
Spire Wealth Management Reduced -36,190-36.2k
Corient Private Wealth LP Reduced -33,110-33.1k
Crumly & Associates Inc. Sold out -21,854-21.9k
UBS Group AG Reduced -17,596-17.6k
Kestra Advisory Services, LLC Sold out -15,280-15.3k
Garden State Investment Advisory Services LLC Sold out -10,751-10.8k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 2,102,0542.1m $53.3m $53.3m 0.00% Added +148.0k +147,979
2 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 973,274973.3k $24.7m $24.7m 0.01% Added +218.3k +218,307
3 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 950,210950.2k $24.1m $24.1m 0.03% Reduced -62.3k -62,278
4 MERCER GLOBAL ADVISORS INC /ADV 0.05% of their portfolio DENVER, CO 911,065911.1k $23.1m $23.1m 0.05% Added +77.2k +77,171
5 Clearstead Advisors, LLC 0.32% of their portfolio CLEVELAND, OH 898,400898.4k $22.8m $22.8m 0.32% Added +27.3k +27,344
6 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 866,358866.4k $22.0m $22.0m 0.01% Added +7.1k +7,056
7 Heartwood Wealth Advisors LLC 2.00% of their portfolio RICHMOND, VA 753,839753.8k $19.1m $19.1m 2.00% Added +404 +404
8 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 752,155752.2k $19.1m $19.1m 0.02% Added +52.9k +52,873
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 648,327648.3k $16.4m $16.4m 0.00% Added +161.9k +161,866
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 425,371425.4k $10.8m $10.8m 0.00% Added +17.4k +17,446
11 LBMC INVESTMENT ADVISORS, LLC 0.77% of their portfolio BRENTWOOD, TN 424,215424.2k $10.8m $10.8m 0.77% Added +52.1k +52,074
12 NewEdge Advisors, LLC 0.05% of their portfolio NEW ORLEANS, LA 414,771414.8k $10.5m $10.5m 0.05% Added +35.4k +35,356
13 Kathmere Capital Management, LLC 0.78% of their portfolio WAYNE, PA 401,761401.8k $10.2m $10.2m 0.78% Reduced -153.2k -153,163
14 Hills Bank & Trust Co 0.64% of their portfolio North Liberty, IA 399,047399.0k $10.1m $10.1m 0.64% Added +59.9k +59,934
15 HENGEHOLD CAPITAL MANAGEMENT LLC 0.92% of their portfolio CINCINNATI, OH 396,612396.6k $10.1m $10.1m 0.92% Added +12.3k +12,272
16 UBS Group AG 0.00% of their portfolio ZURICH, V8 393,517393.5k $10.0m $10.0m 0.00% Reduced -17.6k -17,596
17 Covington Investment Advisors Inc. 1.19% of their portfolio LIGONIER, PA 329,115329.1k $8.3m $8.3m 1.19% Added +4.5k +4,450
18 Lido Advisors, LLC 0.04% of their portfolio Los Angeles, CA 316,178316.2k $8.0m $8.0m 0.04% Added +37.3k +37,349
19 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 266,454266.5k $6.8m $6.8m 0.00% Reduced -122.6k -122,617
20 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 253,695253.7k $6.4m $6.4m 0.00% Added +35.4k +35,366
21 Praetorian Wealth Management, Inc. 1.43% of their portfolio CARMEL, CA 244,449244.4k $6.2m $6.2m 1.43% Reduced -2.2k -2,218
22 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 221,147221.1k $5.6m $5.6m 0.01% Added +174.6k +174,619
23 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 206,252206.3k $5.2m $5.2m 0.00% Added +102.8k +102,846
24 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.09% of their portfolio MINNEAPOLIS, MN 202,026202.0k $5.1m $5.1m 0.09% Added +43.3k +43,281
25 Integrated Wealth Concepts LLC 0.05% of their portfolio WALTHAM, MA 201,049201.0k $5.1m $5.1m 0.05% Added +8.8k +8,812
26 HOWLAND CAPITAL MANAGEMENT LLC 0.19% of their portfolio BOSTON, MA 185,945185.9k $4.7m $4.7m 0.19% Added +9.3k +9,345
27 LEAVELL INVESTMENT MANAGEMENT, INC. 0.20% of their portfolio MOBILE, AL 178,143178.1k $4.5m $4.5m 0.20% Added +3.5k +3,506
28 Paradiem, LLC 1.03% of their portfolio COVINGTON, LA 160,410160.4k $4.1m $4.1m 1.03% Unchanged
29 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 156,883156.9k $4.0m $4.0m 0.01% Added +14.7k +14,709
30 CENTRAL TRUST Co 0.09% of their portfolio JEFFERSON CITY, MO 155,497155.5k $3.9m $3.9m 0.09% Added +1.8k +1,831
31 Sound View Wealth Advisors Group, LLC 0.29% of their portfolio SAVANNAH, GA 154,864154.9k $3.9m $3.9m 0.29% Added +33.0k +32,995
32 Quantum Financial Advisors, LLC 0.49% of their portfolio SANTA MONICA, CA 142,423142.4k $3.6m $3.6m 0.49% Added +4.6k +4,570
33 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 131,364131.4k $3.3m $3.3m 0.00% Added +3.0k +2,999
34 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 120,610120.6k $3.1m $3.1m 0.01% Added +9.9k +9,873
35 Cyndeo Wealth Partners, LLC 0.18% of their portfolio ST. PETERSBURG, FL 117,402117.4k $3.0m $3.0m 0.18% Reduced -10.7k -10,695
36 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 109,726109.7k $2.8m $2.8m 0.02% Reduced -266 -266
37 POSTROCK PARTNERS LLC 1.17% of their portfolio OVERLAND PARK, KS 96,60996.6k $2.4m $2.4m 1.17% Added +3.7k +3,728
38 Spire Wealth Management 0.09% of their portfolio MCLEAN, VA 94,35594.4k $2.4m $2.4m 0.09% Reduced -36.2k -36,190
39 SONATA CAPITAL GROUP INC 0.94% of their portfolio SEATTLE, WA 92,60392.6k $2.3m $2.3m 0.94% Unchanged
40 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 92,19392.2k $2.3m $2.3m 0.00% Reduced -55.6k -55,609
41 COLDSTREAM CAPITAL MANAGEMENT INC 0.04% of their portfolio BELLEVUE, WA 86,48386.5k $2.2m $2.2m 0.04% Unchanged
42 Glenview Trust Co 0.04% of their portfolio Louisville, KY 83,32483.3k $2.1m $2.1m 0.04% Unchanged
43 Atwater Malick LLC 0.64% of their portfolio LANCASTER, PA 80,08880.1k $2.0m $2.0m 0.64% Added +3.2k +3,163
44 WOODMONT INVESTMENT COUNSEL LLC 0.13% of their portfolio NASHVILLE, TN 77,59077.6k $2.0m $2.0m 0.13% Added +6.3k +6,275
45 NorthCoast Asset Management LLC 0.01% of their portfolio STAMFORD, CT 69,85969.9k $1.8m $1.8m 0.01% Added +26.3k +26,268
46 Newman Dignan & Sheerar, Inc. 0.40% of their portfolio PROVIDENCE, RI 68,99969.0k $1.7m $1.7m 0.40% Reduced -2.0k -1,996
47 Valmark Advisers, Inc. 0.02% of their portfolio AKRON, OH 64,56364.6k $1.6m $1.6m 0.02% Added +5.0k +5,035
48 Envision Financial Planning, LLC 0.76% of their portfolio MEMPHIS, TN 64,33464.3k $1.6m $1.6m 0.76% Reduced -7.1k -7,064
49 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 63,45563.5k $1.6m $1.6m 0.01% Added +37.7k +37,666
50 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 62,16862.2k $1.6m $1.6m 0.00% Added +2.0k +1,988
51 Capital Investment Advisors, LLC 0.03% of their portfolio ATLANTA, GA 62,07462.1k $1.6m $1.6m 0.03% Added +7.0k +6,978
52 SPINNAKER TRUST 0.09% of their portfolio PORTLAND, ME 58,70058.7k $1.5m $1.5m 0.09% Added +2.6k +2,650
53 SENTINEL PENSION ADVISORS, LLC 0.25% of their portfolio WAKEFIELD, MA 58,09858.1k $1.5m $1.5m 0.25% Added +423 +423
54 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.10% of their portfolio FORT WAYNE, IN 56,79956.8k $1.4m $1.4m 0.10% Added +9.8k +9,819
55 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 53,31453.3k $1.4m $1.4m 0.00% Added +41.9k +41,885
56 WJ Wealth Management, LLC 0.42% of their portfolio GLENDALE, AZ 52,83352.8k $1.3m $1.3m 0.42% Added +14.0k +14,000
57 RIA Advisory Group LLC 0.39% of their portfolio Des Moines, IA 52,17852.2k $1.3m $1.3m 0.39% Added +3.8k +3,799
58 Signature Wealth Management Group 0.52% of their portfolio ATLANTA, GA 51,91251.9k $1.3m $1.3m 0.52% Added +406 +406
59 REGIONS FINANCIAL CORP 0.01% of their portfolio BIRMINGHAM, AL 51,22351.2k $1.3m $1.3m 0.01% Added +1.6k +1,554
60 Atlantic Union Bankshares Corp 0.03% of their portfolio GLEN ALLEN, VA 50,99551.0k $1.3m $1.3m 0.03% New
61 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 49,05049.0k $1.2m $1.2m 0.00% Added +29.3k +29,280
62 CWM, LLC 0.00% of their portfolio OMAHA, NE 46,82846.8k $1.2m $1.2m 0.00% Added +7.7k +7,671
63 Granite Harbor Advisors, Inc. 0.54% of their portfolio Houston, TX 45,18745.2k $1.1m $1.1m 0.54% Reduced -4.3k -4,290
64 BLUE SQUARE ASSET MANAGEMENT, LLC 0.54% of their portfolio NEW YORK, NY 45,09745.1k $1.1m $1.1m 0.54% Reduced -902 -902
65 Evergreen Private Wealth LLC 0.47% of their portfolio GREENWOOD VILLAGE, CO 44,72244.7k $1.1m $1.1m 0.47% Reduced -845 -845
66 Prism Advisors, Inc. 0.32% of their portfolio STUDIO CITY, CA 44,71544.7k $1.1m $1.1m 0.32% Unchanged
67 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 42,64742.6k $1.1m $1.1m 0.01% Reduced -2.5k -2,527
68 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 42,05142.1k $1.1m $1.1m 0.01% Reduced -1.5k -1,456
69 Modern Wealth Management, LLC 0.03% of their portfolio KANSAS CITY, MO 40,88340.9k $1.0m $1.0m 0.03% Added +7.0k +7,028
70 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 40,56040.6k $1.0m $1.0m 0.01% Added +8.3k +8,272
71 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ST. LOUIS, MO 39,81739.8k $1.0m $1.0m 0.01% Reduced -736 -736
72 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 38,23238.2k $969.2k $969.2k 0.01% Reduced -9.9k -9,925
73 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 34,89034.9k $884.5k $884.5k 0.03% Added +3.9k +3,874
74 Roof Eidam Maycock Peralta, LLC 0.20% of their portfolio San Francisco, CA 32,17432.2k $815.6k $815.6k 0.20% Added +49 +49
75 GC Wealth Management RIA, LLC 0.06% of their portfolio Cambridge, MA 31,35431.4k $794.8k $794.8k 0.06% Reduced -654 -654
76 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 31,23631.2k $792.0k $792.0k 0.00% Added +7.6k +7,553
77 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 31,16131.2k $789.9k $789.9k 0.00% Added +5.5k +5,466
78 Snowden Capital Advisors LLC 0.02% of their portfolio New York, NY 31,00031.0k $785.9k $785.9k 0.02% Unchanged
79 Lantz Financial LLC 0.19% of their portfolio NAPERVILLE, IL 30,76930.8k $780.0k $780.0k 0.19% Added +119 +119
80 Crews Bank & Trust 0.12% of their portfolio PORT CHARLOTTE, FL 30,73830.7k $779.2k $779.2k 0.12% Unchanged
81 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 30,41030.4k $770.9k $770.9k 0.01% Reduced -3.5k -3,525
82 Parallel Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 30,07630.1k $762.4k $762.4k 0.02% Added +1.2k +1,156
83 Foundry Financial Group, Inc. 0.42% of their portfolio LACONIA, NH 28,77728.8k $729.5k $729.5k 0.42% Reduced -317 -317
84 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 28,06628.1k $711.0k $711.0k 0.00% Added +18.7k +18,717
85 Godshalk Welsh Capital Management, Inc. 0.43% of their portfolio RADNOR, PA 27,75027.8k $703.5k $703.5k 0.43% Added +14.5k +14,500
86 Financial Advisory Corp 0.11% of their portfolio Grand Rapids, MI 27,25427.3k $690.9k $690.9k 0.11% New
87 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 26,39226.4k $669.0k $669.0k 0.00% Added +6.4k +6,384
88 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 24,64724.6k $624.8k $624.8k 0.00% Reduced -33.1k -33,110
89 CFS Investment Advisory Services, LLC 0.05% of their portfolio TOTOWA, NJ 24,39324.4k $618.0k $618.0k 0.05% Reduced -153 -153
90 10Elms LLP 0.52% of their portfolio TULSA, OK 21,34421.3k $541.1k $541.1k 0.52% Added +200 +200
91 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 21,26221.3k $539.0k $539.0k 0.00% New
92 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 20,96521.0k $531.5k $531.5k 0.00% Added +11.5k +11,454
93 GOULD ASSET MANAGEMENT LLC /CA/ 0.10% of their portfolio CLAREMONT, CA 20,74020.7k $525.8k $525.8k 0.10% Added +2.8k +2,775
94 MassMutual Private Wealth & Trust, FSB 0.01% of their portfolio Windsor, CT 19,53919.5k $495.3k $495.3k 0.01% New
95 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 19,18119.2k $486.2k $486.2k 0.00% Reduced -1.7k -1,658
96 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 18,90918.9k $479.3k $479.3k 0.01% Added +9.8k +9,752
97 COMERICA BANK 0.00% of their portfolio DALLAS, TX 18,33118.3k $464.7k $464.7k 0.00% Reduced -160 -160
98 First Affirmative Financial Network 0.24% of their portfolio COLORADO SPRINGS, CO 18,28318.3k $463.5k $463.5k 0.24% Added +1.4k +1,421
99 Klingman & Associates, LLC 0.02% of their portfolio New York, NY 17,49017.5k $443.4k $443.4k 0.02% Reduced -2.3k -2,345
100 JIM SAULNIER & ASSOCIATES, LLC 0.28% of their portfolio FORT COLLINS, CO 15,99416.0k $405.5k $405.5k 0.28% Added +96 +96