Vault-13

ISHARES TR IBMP

IBONDS DEC 27 · ETP · CUSIP 46435U283

179 institutional holders +8 vs Q3 2025
20,169,63620.2m shares reported held*
$512.1mreported value*
15 new 78 added 33 reduced 11 sold out net bought ≈ $40.3m (+1.6m 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 ≈ $25.39.

Trends to Q4 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: 171Q4 25: 179179Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025179

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 91 bought or addedQ3 25: 46 cut or sold outQ4 25: 93 bought or addedQ4 25: 44 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20247730
Q2 20246737
Q3 20247831
Q4 20248137
Q1 20257847
Q2 20259344
Q3 20259146
Q4 20259344

Biggest buyers

MERCER GLOBAL ADVISORS INC /ADV Added +1,077,952+1.1m
PSI Advisors, LLC New +131,846+131.8k
BANK OF AMERICA CORP /DE/ Added +124,712+124.7k
MORGAN STANLEY Added +97,940+97.9k
Wick Capital Partners, LLC Added +90,072+90.1k
JANE STREET GROUP, LLC Added +81,183+81.2k
LBMC INVESTMENT ADVISORS, LLC Added +65,886+65.9k
HighTower Advisors, LLC Added +52,099+52.1k
OneDigital Investment Advisors LLC New +51,062+51.1k
HOWLAND CAPITAL MANAGEMENT LLC Added +44,625+44.6k

Biggest sellers

HENGEHOLD CAPITAL MANAGEMENT LLC Reduced -387,868-387.9k
ENVESTNET ASSET MANAGEMENT INC Reduced -118,745-118.7k
Spire Wealth Management Reduced -88,231-88.2k
Orion Porfolio Solutions, LLC Sold out -55,100-55.1k
DEUTSCHE BANK AG\ Sold out -49,050-49.0k
OSAIC HOLDINGS, INC. Reduced -34,304-34.3k
Newman Dignan & Sheerar, Inc. Reduced -29,688-29.7k
RAYMOND JAMES FINANCIAL INC Reduced -28,973-29.0k
UBS Group AG Reduced -27,330-27.3k
US BANCORP \DE\ Reduced -18,144-18.1k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 2,280,3802.3m $57.9m $57.9m 0.00% Added +124.7k +124,712
2 MERCER GLOBAL ADVISORS INC /ADV 0.08% of their portfolio DENVER, CO 2,032,8182.0m $51.6m $51.6m 0.08% Added +1.1m +1,077,952
3 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,081,4341.1m $27.5m $27.5m 0.01% Added +16.0k +16,025
4 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 968,164968.2k $24.6m $24.6m 0.03% Added +52.1k +52,099
5 Clearstead Advisors, LLC 0.31% of their portfolio CLEVELAND, OH 956,583956.6k $24.3m $24.3m 0.31% Added +33.4k +33,408
6 Heartwood Wealth Advisors LLC 1.80% of their portfolio RICHMOND, VA 767,948767.9k $19.5m $19.5m 1.80% Reduced -3.4k -3,399
7 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 714,846714.8k $18.1m $18.1m 0.02% Reduced -18.1k -18,144
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 584,924584.9k $14.9m $14.9m 0.00% Added +97.9k +97,940
9 LBMC INVESTMENT ADVISORS, LLC 0.84% of their portfolio BRENTWOOD, TN 537,643537.6k $13.7m $13.7m 0.84% Added +65.9k +65,886
10 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 485,182485.2k $12.3m $12.3m 0.04% Added +31.1k +31,056
11 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 481,015481.0k $12.2m $12.2m 0.00% Added +38.4k +38,368
12 Hills Bank & Trust Co 0.64% of their portfolio North Liberty, IA 436,605436.6k $11.1m $11.1m 0.64% Added +37.0k +36,992
13 Kathmere Capital Management, LLC 0.71% of their portfolio WAYNE, PA 411,966412.0k $10.5m $10.5m 0.71% Added +390 +390
14 Lido Advisors, LLC 0.04% of their portfolio Los Angeles, CA 367,947367.9k $9.4m $9.4m 0.04% Added +3.1k +3,145
15 Covington Investment Advisors Inc. 1.27% of their portfolio LIGONIER, PA 366,990367.0k $9.3m $9.3m 1.27% Added +30.2k +30,175
16 UBS Group AG 0.00% of their portfolio ZURICH, V8 352,860352.9k $9.0m $9.0m 0.00% Reduced -27.3k -27,330
17 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 270,571270.6k $6.9m $6.9m 0.00% Added +11.1k +11,110
18 Praetorian Wealth Management, Inc. 1.31% of their portfolio CARMEL, CA 260,139260.1k $6.6m $6.6m 1.31% Added +20.3k +20,293
19 HOWLAND CAPITAL MANAGEMENT LLC 0.23% of their portfolio BOSTON, MA 240,335240.3k $6.1m $6.1m 0.23% Added +44.6k +44,625
20 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.08% of their portfolio MINNEAPOLIS, MN 209,257209.3k $5.3m $5.3m 0.08% Added +15.3k +15,296
21 LEAVELL INVESTMENT MANAGEMENT, INC. 0.22% of their portfolio MOBILE, AL 208,034208.0k $5.3m $5.3m 0.22% Added +18.4k +18,443
22 Integrated Wealth Concepts LLC 0.06% of their portfolio WALTHAM, MA 203,890203.9k $5.2m $5.2m 0.06% Added +2.4k +2,435
23 Quantum Financial Advisors, LLC 0.53% of their portfolio SANTA MONICA, CA 185,933185.9k $4.7m $4.7m 0.53% Reduced -1.7k -1,706
24 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 183,316183.3k $4.7m $4.7m 0.01% Added +18.0k +18,012
25 Sound View Wealth Advisors Group, LLC 0.31% of their portfolio SAVANNAH, GA 183,054183.1k $4.6m $4.6m 0.31% Added +37.3k +37,333
26 CENTRAL TRUST Co 0.09% of their portfolio JEFFERSON CITY, MO 170,966171.0k $4.3m $4.3m 0.09% Added +15.7k +15,716
27 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 161,923161.9k $4.1m $4.1m 0.00% Reduced -29.0k -28,973
28 Paradiem, LLC 0.97% of their portfolio COVINGTON, LA 160,410160.4k $4.1m $4.1m 0.97% Unchanged
29 Cyndeo Wealth Partners, LLC 0.19% of their portfolio ST. PETERSBURG, FL 137,330137.3k $3.5m $3.5m 0.19% Added +20.6k +20,635
30 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 132,981133.0k $3.4m $3.4m 0.02% Added +11.6k +11,580
31 PSI Advisors, LLC 0.84% of their portfolio TAMPA, FL 131,846131.8k $3.3m $3.3m 0.84% New
32 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 126,491126.5k $3.2m $3.2m 0.02% Added +309 +309
33 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 125,943125.9k $3.2m $3.2m 0.00% Reduced -8.4k -8,417
34 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 123,517123.5k $3.1m $3.1m 0.02% Added +32.1k +32,119
35 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 107,014107.0k $2.7m $2.7m 0.00% Added +1.5k +1,501
36 Wick Capital Partners, LLC 0.48% of their portfolio WAYNE, PA 106,413106.4k $2.7m $2.7m 0.48% Added +90.1k +90,072
37 NorthCoast Asset Management LLC 0.06% of their portfolio STAMFORD, CT 105,520105.5k $2.7m $2.7m 0.06% Added +442 +442
38 SONATA CAPITAL GROUP INC 0.96% of their portfolio SEATTLE, WA 104,223104.2k $2.6m $2.6m 0.96% Added +4.3k +4,345
39 COLDSTREAM CAPITAL MANAGEMENT INC 0.03% of their portfolio BELLEVUE, WA 103,895103.9k $2.6m $2.6m 0.03% Added +7.3k +7,291
40 POSTROCK PARTNERS LLC 1.07% of their portfolio OVERLAND PARK, KS 96,60996.6k $2.5m $2.5m 1.07% Unchanged
41 Atwater Malick LLC 0.65% of their portfolio LANCASTER, PA 93,33193.3k $2.4m $2.4m 0.65% Added +11.2k +11,227
42 Parkway Wealth Management Group, LLC 0.31% of their portfolio Plano, TX 92,22992.2k $2.3m $2.3m 0.31% First filing
43 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 91,05491.1k $2.3m $2.3m 0.00% Added +81.2k +81,183
44 Glenview Trust Co 0.03% of their portfolio Louisville, KY 82,33782.3k $2.1m $2.1m 0.03% Reduced -987 -987
45 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 80,92380.9k $2.1m $2.1m 0.00% Reduced -34.3k -34,304
46 Kastel Capital Advisors, LLC 1.17% of their portfolio WELLESLEY, MA 74,88374.9k $1.9m $1.9m 1.17% First filing
47 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 73,00573.0k $1.9m $1.9m 0.00% Added +10.8k +10,837
48 Valmark Advisers, Inc. 0.02% of their portfolio AKRON, OH 71,40171.4k $1.8m $1.8m 0.02% Added +6.0k +6,001
49 CWM, LLC 0.00% of their portfolio OMAHA, NE 71,14971.1k $1.8m $1.8m 0.00% Added +29.1k +29,099
50 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 70,95171.0k $1.8m $1.8m 0.00% Added +27.3k +27,349
51 SPINNAKER TRUST 0.09% of their portfolio PORTLAND, ME 68,10568.1k $1.7m $1.7m 0.09% Added +2.8k +2,819
52 Granite Harbor Advisors, Inc. 0.73% of their portfolio Houston, TX 67,89167.9k $1.7m $1.7m 0.73% Added +9.1k +9,112
53 Capital Investment Advisors, LLC 0.03% of their portfolio ATLANTA, GA 64,84864.8k $1.6m $1.6m 0.03% Added +600 +600
54 Summit Financial, LLC 0.02% of their portfolio PARSIPPANY, NJ 62,34462.3k $1.6m $1.6m 0.02% Reduced -10.6k -10,594
55 SENTINEL PENSION ADVISORS, LLC 0.23% of their portfolio WAKEFIELD, MA 59,00959.0k $1.5m $1.5m 0.23% Added +476 +476
56 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.09% of their portfolio FORT WAYNE, IN 56,79956.8k $1.4m $1.4m 0.09% Unchanged
57 RIA Advisory Group LLC 0.34% of their portfolio Des Moines, IA 55,80955.8k $1.4m $1.4m 0.34% Reduced -578 -578
58 Atlantic Union Bankshares Corp 0.03% of their portfolio GLEN ALLEN, VA 54,50154.5k $1.4m $1.4m 0.03% Added +3.5k +3,506
59 REGIONS FINANCIAL CORP 0.01% of their portfolio BIRMINGHAM, AL 51,35451.4k $1.3m $1.3m 0.01% Added +1.4k +1,369
60 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 51,06251.1k $1.3m $1.3m 0.01% New
61 Signature Wealth Management Group 0.53% of their portfolio ATLANTA, GA 51,06251.1k $1.3m $1.3m 0.53% Reduced -1.3k -1,283
62 Evergreen Private Wealth LLC 0.50% of their portfolio GREENWOOD VILLAGE, CO 49,60949.6k $1.3m $1.3m 0.50% Added +4.2k +4,188
63 WOODMONT INVESTMENT COUNSEL LLC 0.08% of their portfolio NASHVILLE, TN 49,11949.1k $1.2m $1.2m 0.08% Reduced -11.0k -11,017
64 BLUE SQUARE ASSET MANAGEMENT, LLC 0.52% of their portfolio NEW YORK, NY 46,20946.2k $1.2m $1.2m 0.52% Added +1.9k +1,902
65 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 44,76244.8k $1.1m $1.1m 0.01% Added +1.2k +1,229
66 Prism Advisors, Inc. 0.30% of their portfolio STUDIO CITY, CA 44,71544.7k $1.1m $1.1m 0.30% Unchanged
67 Aspen Wealth Management LLC 0.23% of their portfolio FORT WORTH, TX 43,20943.2k $1.1m $1.1m 0.23% Added +8.1k +8,083
68 GC Wealth Management RIA, LLC 0.04% of their portfolio Cambridge, MA 42,99243.0k $1.1m $1.1m 0.04% Added +7.2k +7,173
69 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 42,65142.7k $1.1m $1.1m 0.01% Added +3 +3
70 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 41,86741.9k $1.1m $1.1m 0.00% Added +1.3k +1,284
71 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 40,68440.7k $1.0m $1.0m 0.01% Added +9.2k +9,153
72 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 40,13940.1k $1.0m $1.0m 0.01% Reduced -11.0k -10,953
73 TRUE Private Wealth Advisors 0.09% of their portfolio Salem, OR 36,45336.5k $925.5k $925.5k 0.09% New
74 Godshalk Welsh Capital Management, Inc. 0.53% of their portfolio RADNOR, PA 36,30036.3k $921.7k $921.7k 0.53% Added +4.0k +4,000
75 Newman Dignan & Sheerar, Inc. 0.19% of their portfolio PROVIDENCE, RI 36,26536.3k $920.8k $920.8k 0.19% Reduced -29.7k -29,688
76 Crews Bank & Trust 0.13% of their portfolio PORT CHARLOTTE, FL 35,82535.8k $909.6k $909.6k 0.13% Reduced -1.2k -1,213
77 Lantz Financial LLC 0.19% of their portfolio NAPERVILLE, IL 35,77035.8k $908.2k $908.2k 0.19% Added +594 +594
78 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 35,42235.4k $899.4k $899.4k 0.00% Added +1.7k +1,739
79 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 35,00035.0k $888.6k $888.6k 0.00% Unchanged
80 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 34,30834.3k $871.1k $871.1k 0.00% Added +2.9k +2,850
81 HEFFERNAN ADVISORY, INC 0.80% of their portfolio FLAGSTAFF, AZ 33,09233.1k $840.2k $840.2k 0.80% First filing
82 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 32,45932.5k $824.1k $824.1k 0.02% Reduced -155 -155
83 Roof Eidam Maycock Peralta, LLC 0.19% of their portfolio San Francisco, CA 32,29332.3k $819.9k $819.9k 0.19% Added +69 +69
84 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ST. LOUIS, MO 31,76431.8k $806.5k $806.5k 0.01% Reduced -4.6k -4,554
85 Snowden Capital Advisors LLC 0.02% of their portfolio New York, NY 31,00031.0k $787.1k $787.1k 0.02% Unchanged
86 Parallel Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 30,24130.2k $767.8k $767.8k 0.01% Added +745 +745
87 Curbstone Financial Management Corp 0.15% of their portfolio MANCHESTER, NH 30,06030.1k $763.2k $763.2k 0.15% Added +8.4k +8,400
88 CFS Investment Advisory Services, LLC 0.06% of their portfolio TOTOWA, NJ 29,68729.7k $753.8k $753.8k 0.06% Added +4.8k +4,823
89 WJ Wealth Management, LLC 0.32% of their portfolio GLENDALE, AZ 28,98229.0k $735.9k $735.9k 0.32% Reduced -1.2k -1,176
90 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 28,40028.4k $721.0k $721.0k 0.00% Reduced -1.6k -1,606
91 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 28,04428.0k $712.0k $712.0k 0.01% Reduced -13.4k -13,392
92 First National Trust Co 0.02% of their portfolio Johnstown, PA 26,79726.8k $680.4k $680.4k 0.02% Added +18.0k +17,973
93 Strid Group, LLC 0.08% of their portfolio NEWTOWN SQUARE, PA 25,53025.5k $648.2k $648.2k 0.08% Unchanged
94 Financial Advisory Corp 0.09% of their portfolio Grand Rapids, MI 25,04625.0k $635.9k $635.9k 0.09% Reduced -3.2k -3,236
95 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 24,52224.5k $622.6k $622.6k 0.00% Added +2.8k +2,758
96 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 24,18324.2k $614.0k $614.0k 0.00% Reduced -118.7k -118,745
97 Envision Financial Planning, LLC 0.23% of their portfolio MEMPHIS, TN 23,44823.4k $595.3k $595.3k 0.23% Unchanged
98 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 23,29123.3k $591.4k $591.4k 0.01% Added +11.7k +11,738
99 10Elms LLP 0.53% of their portfolio TULSA, OK 22,69422.7k $576.2k $576.2k 0.53% Added +700 +700
100 MEMBERS WEALTH LLC 0.36% of their portfolio MEDIA, PA 22,58822.6k $575.3k $575.3k 0.36% Unchanged