Vault-13

ISHARES TR IBMP

IBONDS DEC 27 · ETP · CUSIP 46435U283

171 institutional holders +5 vs Q2 2025
18,620,34618.6m shares reported held*
$474.3mreported value*
15 new 76 added 38 reduced 8 sold out net sold ≈ $9.9m (-388.3k 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 ≈ $25.47.

Trends to Q3 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: 166Q3 25: 171171Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025171

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 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 25Q2 25: 93 bought or addedQ2 25: 44 cut or sold outQ3 25: 91 bought or addedQ3 25: 46 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20237534
Q1 20247730
Q2 20246737
Q3 20247831
Q4 20248137
Q1 20257847
Q2 20259344
Q3 20259146

Biggest buyers

Vishria Bird Financial Group, LLC Added +216,455+216.5k
Beacon Pointe Advisors, LLC Added +95,772+95.8k
WELLS FARGO & COMPANY/MN Added +92,135+92.1k
Summit Financial, LLC New +72,938+72.9k
BANK OF AMERICA CORP /DE/ Added +53,614+53.6k
Lido Advisors, LLC Added +48,624+48.6k
LBMC INVESTMENT ADVISORS, LLC Added +47,542+47.5k
Quantum Financial Advisors, LLC Added +45,216+45.2k
MERCER GLOBAL ADVISORS INC /ADV Added +43,801+43.8k
NewEdge Advisors, LLC Added +39,355+39.4k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -723,430-723.4k
JANE STREET GROUP, LLC Reduced -211,276-211.3k
MORGAN STANLEY Reduced -161,343-161.3k
ROYAL BANK OF CANADA Reduced -100,739-100.7k
RAYMOND JAMES FINANCIAL INC Reduced -75,558-75.6k
AMERIPRISE FINANCIAL INC Reduced -58,510-58.5k
GOLDMAN SACHS GROUP INC Reduced -44,837-44.8k
Envision Financial Planning, LLC Reduced -40,886-40.9k
HighTower Advisors, LLC Reduced -34,145-34.1k
CITADEL ADVISORS LLC Sold out -26,392-26.4k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 2,155,6682.2m $54.9m $54.9m 0.00% Added +53.6k +53,614
2 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,065,4091.1m $27.1m $27.1m 0.01% Added +92.1k +92,135
3 MERCER GLOBAL ADVISORS INC /ADV 0.04% of their portfolio DENVER, CO 954,866954.9k $24.3m $24.3m 0.04% Added +43.8k +43,801
4 Clearstead Advisors, LLC 0.34% of their portfolio CLEVELAND, OH 923,175923.2k $23.5m $23.5m 0.34% Added +24.8k +24,775
5 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 916,065916.1k $23.3m $23.3m 0.03% Reduced -34.1k -34,145
6 Heartwood Wealth Advisors LLC 1.83% of their portfolio RICHMOND, VA 771,347771.3k $19.7m $19.7m 1.83% Added +17.5k +17,508
7 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 732,990733.0k $18.7m $18.7m 0.02% Reduced -19.2k -19,165
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 486,984487.0k $12.4m $12.4m 0.00% Reduced -161.3k -161,343
9 LBMC INVESTMENT ADVISORS, LLC 0.77% of their portfolio BRENTWOOD, TN 471,757471.8k $12.0m $12.0m 0.77% Added +47.5k +47,542
10 NewEdge Advisors, LLC 0.05% of their portfolio NEW ORLEANS, LA 454,126454.1k $11.6m $11.6m 0.05% Added +39.4k +39,355
11 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 442,647442.6k $11.3m $11.3m 0.00% Added +17.3k +17,276
12 Kathmere Capital Management, LLC 0.75% of their portfolio WAYNE, PA 411,576411.6k $10.5m $10.5m 0.75% Added +9.8k +9,815
13 HENGEHOLD CAPITAL MANAGEMENT LLC 0.88% of their portfolio CINCINNATI, OH 403,927403.9k $10.3m $10.3m 0.88% Added +7.3k +7,315
14 Hills Bank & Trust Co 0.60% of their portfolio North Liberty, IA 399,613399.6k $10.2m $10.2m 0.60% Added +566 +566
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 380,190380.2k $9.7m $9.7m 0.00% Reduced -13.3k -13,327
16 Lido Advisors, LLC 0.04% of their portfolio Los Angeles, CA 364,802364.8k $9.3m $9.3m 0.04% Added +48.6k +48,624
17 Covington Investment Advisors Inc. 1.12% of their portfolio LIGONIER, PA 336,815336.8k $8.6m $8.6m 1.12% Added +7.7k +7,700
18 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 259,461259.5k $6.6m $6.6m 0.00% Added +5.8k +5,766
19 Praetorian Wealth Management, Inc. 1.25% of their portfolio CARMEL, CA 239,846239.8k $6.1m $6.1m 1.25% Reduced -4.6k -4,603
20 Vishria Bird Financial Group, LLC 1.16% of their portfolio MEMPHIS, TN 232,359232.4k $5.9m $5.9m 1.16% Added +216.5k +216,455
21 Integrated Wealth Concepts LLC 0.05% of their portfolio WALTHAM, MA 201,455201.5k $5.1m $5.1m 0.05% Added +406 +406
22 HOWLAND CAPITAL MANAGEMENT LLC 0.19% of their portfolio BOSTON, MA 195,710195.7k $5.0m $5.0m 0.19% Added +9.8k +9,765
23 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.08% of their portfolio MINNEAPOLIS, MN 193,961194.0k $4.9m $4.9m 0.08% Reduced -8.1k -8,065
24 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 190,896190.9k $4.9m $4.9m 0.00% Reduced -75.6k -75,558
25 LEAVELL INVESTMENT MANAGEMENT, INC. 0.20% of their portfolio MOBILE, AL 189,591189.6k $4.8m $4.8m 0.20% Added +11.4k +11,448
26 Quantum Financial Advisors, LLC 0.58% of their portfolio SANTA MONICA, CA 187,639187.6k $4.8m $4.8m 0.58% Added +45.2k +45,216
27 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 165,304165.3k $4.2m $4.2m 0.01% Added +8.4k +8,421
28 Paradiem, LLC 0.95% of their portfolio COVINGTON, LA 160,410160.4k $4.1m $4.1m 0.95% Unchanged
29 CENTRAL TRUST Co 0.08% of their portfolio JEFFERSON CITY, MO 155,250155.2k $4.0m $4.0m 0.08% Reduced -247 -247
30 Sound View Wealth Advisors Group, LLC 0.26% of their portfolio SAVANNAH, GA 145,721145.7k $3.7m $3.7m 0.26% Reduced -9.1k -9,143
31 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 142,928142.9k $3.6m $3.6m 0.00% Reduced -723.4k -723,430
32 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 134,360134.4k $3.4m $3.4m 0.00% Added +3.0k +2,996
33 Beacon Pointe Advisors, LLC 0.03% of their portfolio NEWPORT BEACH, CA 126,182126.2k $3.2m $3.2m 0.03% Added +95.8k +95,772
34 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 121,401121.4k $3.1m $3.1m 0.02% Added +11.7k +11,675
35 Cyndeo Wealth Partners, LLC 0.17% of their portfolio ST. PETERSBURG, FL 116,695116.7k $3.0m $3.0m 0.17% Reduced -707 -707
36 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 115,227115.2k $2.9m $2.9m 0.00% Reduced -5.4k -5,383
37 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 105,513105.5k $2.7m $2.7m 0.00% Reduced -100.7k -100,739
38 NorthCoast Asset Management LLC 0.01% of their portfolio STAMFORD, CT 105,078105.1k $2.7m $2.7m 0.01% Added +35.2k +35,219
39 SONATA CAPITAL GROUP INC 0.94% of their portfolio SEATTLE, WA 99,87899.9k $2.5m $2.5m 0.94% Added +7.3k +7,275
40 POSTROCK PARTNERS LLC 1.09% of their portfolio OVERLAND PARK, KS 96,60996.6k $2.5m $2.5m 1.09% Unchanged
41 COLDSTREAM CAPITAL MANAGEMENT INC 0.03% of their portfolio BELLEVUE, WA 96,60496.6k $2.5m $2.5m 0.03% Added +10.1k +10,121
42 Spire Wealth Management 0.08% of their portfolio MCLEAN, VA 92,62592.6k $2.4m $2.4m 0.08% Reduced -1.7k -1,730
43 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 91,39891.4k $2.3m $2.3m 0.01% Added +27.9k +27,943
44 Glenview Trust Co 0.03% of their portfolio Louisville, KY 83,32483.3k $2.1m $2.1m 0.03% Unchanged
45 Atwater Malick LLC 0.61% of their portfolio LANCASTER, PA 82,10482.1k $2.1m $2.1m 0.61% Added +2.0k +2,016
46 Summit Financial, LLC 0.03% of their portfolio PARSIPPANY, NJ 72,93872.9k $1.9m $1.9m 0.03% New
47 Newman Dignan & Sheerar, Inc. 0.36% of their portfolio PROVIDENCE, RI 65,95366.0k $1.7m $1.7m 0.36% Reduced -3.0k -3,046
48 Valmark Advisers, Inc. 0.02% of their portfolio AKRON, OH 65,40065.4k $1.7m $1.7m 0.02% Added +837 +837
49 SPINNAKER TRUST 0.09% of their portfolio PORTLAND, ME 65,28665.3k $1.7m $1.7m 0.09% Added +6.6k +6,586
50 Capital Investment Advisors, LLC 0.03% of their portfolio ATLANTA, GA 64,24864.2k $1.6m $1.6m 0.03% Added +2.2k +2,174
51 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 62,16862.2k $1.6m $1.6m 0.00% Unchanged
52 WOODMONT INVESTMENT COUNSEL LLC 0.10% of their portfolio NASHVILLE, TN 60,13660.1k $1.5m $1.5m 0.10% Reduced -17.5k -17,454
53 Granite Harbor Advisors, Inc. 0.63% of their portfolio Houston, TX 58,77958.8k $1.5m $1.5m 0.63% Added +13.6k +13,592
54 SENTINEL PENSION ADVISORS, LLC 0.24% of their portfolio WAKEFIELD, MA 58,53358.5k $1.5m $1.5m 0.24% Added +435 +435
55 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.10% of their portfolio FORT WAYNE, IN 56,79956.8k $1.4m $1.4m 0.10% Unchanged
56 RIA Advisory Group LLC 0.37% of their portfolio Des Moines, IA 56,38756.4k $1.4m $1.4m 0.37% Added +4.2k +4,209
57 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 55,10055.1k $1.4m $1.4m 0.01% Added +14.5k +14,540
58 Signature Wealth Management Group 0.52% of their portfolio ATLANTA, GA 52,34552.3k $1.3m $1.3m 0.52% Added +433 +433
59 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 51,09251.1k $1.3m $1.3m 0.01% Added +9.0k +9,041
60 Atlantic Union Bankshares Corp 0.02% of their portfolio GLEN ALLEN, VA 50,99551.0k $1.3m $1.3m 0.02% Unchanged
61 REGIONS FINANCIAL CORP 0.00% of their portfolio BIRMINGHAM, AL 49,98550.0k $1.3m $1.3m 0.00% Reduced -1.2k -1,238
62 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 49,05049.0k $1.2m $1.2m 0.00% Unchanged
63 Evergreen Private Wealth LLC 0.47% of their portfolio GREENWOOD VILLAGE, CO 45,42145.4k $1.2m $1.2m 0.47% Added +699 +699
64 Prism Advisors, Inc. 0.31% of their portfolio STUDIO CITY, CA 44,71544.7k $1.1m $1.1m 0.31% Unchanged
65 BLUE SQUARE ASSET MANAGEMENT, LLC 0.49% of their portfolio NEW YORK, NY 44,30744.3k $1.1m $1.1m 0.49% Reduced -790 -790
66 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 43,60243.6k $1.1m $1.1m 0.00% Added +22.6k +22,637
67 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 43,53343.5k $1.1m $1.1m 0.01% Added +5.3k +5,301
68 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 42,64842.6k $1.1m $1.1m 0.01% Added +1 +1
69 CWM, LLC 0.00% of their portfolio OMAHA, NE 42,05042.0k $1.1m $1.1m 0.00% Reduced -4.8k -4,778
70 Modern Wealth Management, LLC 0.02% of their portfolio KANSAS CITY, MO 41,43641.4k $1.1m $1.1m 0.02% Added +553 +553
71 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 40,58340.6k $1.0m $1.0m 0.00% Added +9.3k +9,347
72 Crews Bank & Trust 0.14% of their portfolio PORT CHARLOTTE, FL 37,03837.0k $943.5k $943.5k 0.14% Added +6.3k +6,300
73 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ST. LOUIS, MO 36,31836.3k $925.2k $925.2k 0.01% Reduced -3.5k -3,499
74 GC Wealth Management RIA, LLC 0.03% of their portfolio Cambridge, MA 35,81935.8k $912.5k $912.5k 0.03% Added +4.5k +4,465
75 Lantz Financial LLC 0.20% of their portfolio NAPERVILLE, IL 35,17635.2k $896.1k $896.1k 0.20% Added +4.4k +4,407
76 Aspen Wealth Management LLC 0.20% of their portfolio FORT WORTH, TX 35,12635.1k $894.8k $894.8k 0.20% New
77 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 35,00035.0k $891.6k $891.6k 0.00% Added +25.0k +25,000
78 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 33,68333.7k $858.1k $858.1k 0.00% Reduced -58.5k -58,510
79 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 32,61432.6k $830.8k $830.8k 0.02% Reduced -2.3k -2,276
80 Godshalk Welsh Capital Management, Inc. 0.47% of their portfolio RADNOR, PA 32,30032.3k $822.8k $822.8k 0.47% Added +4.5k +4,550
81 Roof Eidam Maycock Peralta, LLC 0.20% of their portfolio San Francisco, CA 32,22432.2k $820.9k $820.9k 0.20% Added +50 +50
82 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 31,53131.5k $803.3k $803.3k 0.01% Added +12.6k +12,622
83 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 31,45831.5k $801.4k $801.4k 0.00% Added +297 +297
84 Snowden Capital Advisors LLC 0.02% of their portfolio New York, NY 31,00031.0k $789.7k $789.7k 0.02% Unchanged
85 WJ Wealth Management, LLC 0.34% of their portfolio GLENDALE, AZ 30,15830.2k $765.1k $765.1k 0.34% Reduced -22.7k -22,675
86 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 30,00630.0k $764.0k $764.0k 0.00% Added +1.9k +1,940
87 Parallel Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 29,49629.5k $751.4k $751.4k 0.01% Reduced -580 -580
88 Financial Advisory Corp 0.11% of their portfolio Grand Rapids, MI 28,28228.3k $720.5k $720.5k 0.11% Added +1.0k +1,028
89 Foundry Financial Group, Inc. 0.37% of their portfolio LACONIA, NH 27,28527.3k $695.1k $695.1k 0.37% Reduced -1.5k -1,492
90 Strid Group, LLC 0.08% of their portfolio NEWTOWN SQUARE, PA 25,53025.5k $650.4k $650.4k 0.08% New
91 CFS Investment Advisory Services, LLC 0.05% of their portfolio TOTOWA, NJ 24,86424.9k $630.6k $630.6k 0.05% Added +471 +471
92 Envision Financial Planning, LLC 0.25% of their portfolio MEMPHIS, TN 23,44823.4k $597.3k $597.3k 0.25% Reduced -40.9k -40,886
93 MEMBERS WEALTH LLC 0.36% of their portfolio MEDIA, PA 22,58822.6k $574.2k $574.2k 0.36% First filing
94 Mariner, LLC 0.00% of their portfolio Overland Park, KS 22,39222.4k $570.4k $570.4k 0.00% Added +7.8k +7,793
95 10Elms LLP 0.50% of their portfolio TULSA, OK 21,99422.0k $560.3k $560.3k 0.50% Added +650 +650
96 GOULD ASSET MANAGEMENT LLC /CA/ 0.10% of their portfolio CLAREMONT, CA 21,91021.9k $558.2k $558.2k 0.10% Added +1.2k +1,170
97 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 21,76421.8k $554.4k $554.4k 0.00% Added +2.6k +2,583
98 Curbstone Financial Management Corp 0.11% of their portfolio MANCHESTER, NH 21,66021.7k $551.8k $551.8k 0.11% New
99 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 19,64519.6k $500.5k $500.5k 0.00% New
100 COMERICA BANK 0.00% of their portfolio DALLAS, TX 18,53118.5k $472.1k $472.1k 0.00% Added +200 +200