Vault-13

ISHARES TR IBMP

IBONDS DEC 27 · ETP · CUSIP 46435U283

187 institutional holders +8 vs Q4 2025
21,012,22321.0m shares reported held*
$534.1mreported value*
16 new 80 added 38 reduced 8 sold out net bought ≈ $18.8m (+737.9k 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 ≈ $25.42.

Trends to Q1 2026

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: 179Q1 26: 187187Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026187

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 25Q4 25: 93 bought or addedQ4 25: 44 cut or sold outQ1 26: 96 bought or addedQ1 26: 46 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20246737
Q3 20247831
Q4 20248137
Q1 20257847
Q2 20259344
Q3 20259146
Q4 20259344
Q1 20269646

Biggest buyers

Matthew Goff Investment Advisor, LLC New +310,824+310.8k
Lido Advisors, LLC Added +192,595+192.6k
ENVESTNET ASSET MANAGEMENT INC Added +176,893+176.9k
Paradiem, LLC Added +88,060+88.1k
BANK OF AMERICA CORP /DE/ Added +76,343+76.3k
Wolfstich Capital, LLC New +69,073+69.1k
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Added +68,618+68.6k
Investment Research Partners LLC New +60,423+60.4k
Cyndeo Wealth Partners, LLC Added +56,794+56.8k
Cetera Investment Advisers Added +51,578+51.6k

Biggest sellers

MERCER GLOBAL ADVISORS INC /ADV Reduced -285,374-285.4k
MORGAN STANLEY Reduced -192,655-192.7k
Heartwood Wealth Advisors LLC Reduced -131,368-131.4k
JANE STREET GROUP, LLC Sold out -91,054-91.1k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -70,691-70.7k
LEAVELL INVESTMENT MANAGEMENT, INC. Reduced -46,300-46.3k
Quantum Financial Advisors, LLC Reduced -41,870-41.9k
PSI Advisors, LLC Reduced -40,736-40.7k
WELLS FARGO & COMPANY/MN Reduced -39,767-39.8k
US BANCORP \DE\ Reduced -21,016-21.0k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 2,356,7232.4m $60.0m $60.0m 0.00% Added +76.3k +76,343
2 MERCER GLOBAL ADVISORS INC /ADV 0.07% of their portfolio DENVER, CO 1,747,4441.7m $44.5m $44.5m 0.07% Reduced -285.4k -285,374
3 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,041,6671.0m $26.5m $26.5m 0.01% Reduced -39.8k -39,767
4 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 985,403985.4k $25.1m $25.1m 0.03% Added +17.2k +17,239
5 Clearstead Advisors, LLC 0.23% of their portfolio CLEVELAND, OH 976,335976.3k $24.8m $24.8m 0.23% Added +19.8k +19,752
6 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 693,830693.8k $17.7m $17.7m 0.02% Reduced -21.0k -21,016
7 Heartwood Wealth Advisors LLC 1.41% of their portfolio RICHMOND, VA 636,580636.6k $16.2m $16.2m 1.41% Reduced -131.4k -131,368
8 LBMC INVESTMENT ADVISORS, LLC 0.88% of their portfolio BRENTWOOD, TN 566,726566.7k $14.4m $14.4m 0.88% Added +29.1k +29,083
9 Lido Advisors, LLC 0.06% of their portfolio Los Angeles, CA 560,542560.5k $14.3m $14.3m 0.06% Added +192.6k +192,595
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 492,697492.7k $12.5m $12.5m 0.00% Added +11.7k +11,682
11 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 486,045486.0k $12.4m $12.4m 0.04% Added +863 +863
12 Hills Bank & Trust Co 0.55% of their portfolio North Liberty, IA 443,458443.5k $11.3m $11.3m 0.55% Added +6.9k +6,853
13 Kathmere Capital Management, LLC 0.64% of their portfolio WAYNE, PA 406,428406.4k $10.3m $10.3m 0.64% Reduced -5.5k -5,538
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 392,269392.3k $10.0m $10.0m 0.00% Reduced -192.7k -192,655
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 375,781375.8k $9.6m $9.6m 0.00% Added +22.9k +22,921
16 Covington Investment Advisors Inc. 1.39% of their portfolio LIGONIER, PA 370,490370.5k $9.4m $9.4m 1.39% Added +3.5k +3,500
17 Matthew Goff Investment Advisor, LLC 1.26% of their portfolio HOUSTON, TX 310,824310.8k $7.5m $7.5m 1.26% New
18 Praetorian Wealth Management, Inc. 1.40% of their portfolio CARMEL, CA 289,168289.2k $7.3m $7.3m 1.40% Added +29.0k +29,029
19 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.10% of their portfolio MINNEAPOLIS, MN 277,875277.9k $7.1m $7.1m 0.10% Added +68.6k +68,618
20 Paradiem, LLC 1.39% of their portfolio COVINGTON, LA 248,470248.5k $6.3m $6.3m 1.39% Added +88.1k +88,060
21 HOWLAND CAPITAL MANAGEMENT LLC 0.24% of their portfolio BOSTON, MA 242,805242.8k $6.2m $6.2m 0.24% Added +2.5k +2,470
22 Integrated Wealth Concepts LLC 0.04% of their portfolio WALTHAM, MA 207,105207.1k $5.3m $5.3m 0.04% Added +3.2k +3,215
23 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 201,076201.1k $5.1m $5.1m 0.00% Added +176.9k +176,893
24 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 199,880199.9k $5.1m $5.1m 0.00% Reduced -70.7k -70,691
25 Sound View Wealth Advisors Group, LLC 0.34% of their portfolio SAVANNAH, GA 197,983198.0k $5.0m $5.0m 0.34% Added +14.9k +14,929
26 Cyndeo Wealth Partners, LLC 0.26% of their portfolio ST. PETERSBURG, FL 194,124194.1k $4.9m $4.9m 0.26% Added +56.8k +56,794
27 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.03% of their portfolio IRVING, TX 170,486170.5k $4.3m $4.3m 0.03% Added +37.5k +37,505
28 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 169,748169.7k $4.3m $4.3m 0.01% Reduced -13.6k -13,568
29 CENTRAL TRUST Co 0.08% of their portfolio JEFFERSON CITY, MO 164,903164.9k $4.2m $4.2m 0.08% Reduced -6.1k -6,063
30 LEAVELL INVESTMENT MANAGEMENT, INC. 0.17% of their portfolio MOBILE, AL 161,734161.7k $4.1m $4.1m 0.17% Reduced -46.3k -46,300
31 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 151,351151.4k $3.9m $3.9m 0.00% Reduced -10.6k -10,572
32 Quantum Financial Advisors, LLC 0.41% of their portfolio SANTA MONICA, CA 144,063144.1k $3.7m $3.7m 0.41% Reduced -41.9k -41,870
33 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 136,941136.9k $3.5m $3.5m 0.02% Added +10.4k +10,450
34 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 132,836132.8k $3.4m $3.4m 0.00% Added +6.9k +6,893
35 Wick Capital Partners, LLC 0.58% of their portfolio WAYNE, PA 124,430124.4k $3.2m $3.2m 0.58% Added +18.0k +18,017
36 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 119,585119.6k $3.0m $3.0m 0.02% Reduced -3.9k -3,932
37 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 114,098114.1k $2.9m $2.9m 0.00% Added +7.1k +7,084
38 COLDSTREAM CAPITAL MANAGEMENT INC 0.03% of their portfolio BELLEVUE, WA 108,914108.9k $2.8m $2.8m 0.03% Added +5.0k +5,019
39 NorthCoast Asset Management LLC 0.06% of their portfolio STAMFORD, CT 104,250104.2k $2.7m $2.7m 0.06% Reduced -1.3k -1,270
40 SONATA CAPITAL GROUP INC 0.98% of their portfolio SEATTLE, WA 104,223104.2k $2.7m $2.7m 0.98% Unchanged
41 Parkway Wealth Management Group, LLC 0.32% of their portfolio Plano, TX 98,51198.5k $2.5m $2.5m 0.32% Added +6.3k +6,282
42 Atwater Malick LLC 0.67% of their portfolio LANCASTER, PA 98,04698.0k $2.5m $2.5m 0.67% Added +4.7k +4,715
43 POSTROCK PARTNERS LLC 1.14% of their portfolio OVERLAND PARK, KS 96,62696.6k $2.5m $2.5m 1.14% Added +17 +17
44 PSI Advisors, LLC 0.56% of their portfolio TAMPA, FL 91,11091.1k $2.3m $2.3m 0.56% Reduced -40.7k -40,736
45 Glenview Trust Co 0.04% of their portfolio Louisville, KY 90,14990.1k $2.3m $2.3m 0.04% Added +7.8k +7,812
46 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 89,51389.5k $2.3m $2.3m 0.00% Added +18.6k +18,562
47 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 85,88685.9k $2.2m $2.2m 0.00% Added +51.6k +51,578
48 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 83,28583.3k $2.1m $2.1m 0.00% Added +10.3k +10,280
49 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 83,02383.0k $2.1m $2.1m 0.00% Added +2.1k +2,100
50 CWM, LLC 0.01% of their portfolio OMAHA, NE 82,75182.8k $2.1m $2.1m 0.01% Added +11.6k +11,602
51 Valmark Advisers, Inc. 0.02% of their portfolio AKRON, OH 76,89376.9k $2.0m $2.0m 0.02% Added +5.5k +5,492
52 Kastel Capital Advisors, LLC 1.17% of their portfolio WELLESLEY, MA 74,88374.9k $1.9m $1.9m 1.17% Unchanged
53 BLUE SQUARE ASSET MANAGEMENT, LLC 0.90% of their portfolio NEW YORK, NY 74,85474.9k $1.9m $1.9m 0.90% Added +28.6k +28,645
54 SPINNAKER TRUST 0.11% of their portfolio PORTLAND, ME 74,78474.8k $1.9m $1.9m 0.11% Added +6.7k +6,679
55 Wolfstich Capital, LLC 1.46% of their portfolio MEDFIELD, MA 69,07369.1k $1.7m $1.7m 1.46% New
56 Granite Harbor Advisors, Inc. 0.75% of their portfolio Houston, TX 67,89167.9k $1.7m $1.7m 0.75% Unchanged
57 Investment Research Partners LLC 0.63% of their portfolio LEMONT, PA 60,42360.4k $1.5m $1.5m 0.63% New
58 Avail Investment Partners, LLC 1.64% of their portfolio LEMONT, PA 60,42360.4k $1.5m $1.5m 1.64% First filing
59 SENTINEL PENSION ADVISORS, LLC 0.22% of their portfolio WAKEFIELD, MA 59,35759.4k $1.5m $1.5m 0.22% Added +348 +348
60 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 58,47758.5k $1.5m $1.5m 0.00% Added +23.1k +23,055
61 RIA Advisory Group LLC 0.36% of their portfolio Des Moines, IA 57,19457.2k $1.5m $1.5m 0.36% Added +1.4k +1,385
62 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.10% of their portfolio FORT WAYNE, IN 56,79956.8k $1.4m $1.4m 0.10% Unchanged
63 Capital Investment Advisors, LLC 0.02% of their portfolio ATLANTA, GA 56,63056.6k $1.4m $1.4m 0.02% Reduced -8.2k -8,218
64 Atlantic Union Bankshares Corp 0.03% of their portfolio GLEN ALLEN, VA 55,90955.9k $1.4m $1.4m 0.03% Added +1.4k +1,408
65 Summit Financial, LLC 0.02% of their portfolio PARSIPPANY, NJ 55,89155.9k $1.4m $1.4m 0.02% Reduced -6.5k -6,453
66 Evergreen Private Wealth LLC 0.55% of their portfolio GREENWOOD VILLAGE, CO 53,04453.0k $1.3m $1.3m 0.55% Added +3.4k +3,435
67 REGIONS FINANCIAL CORP 0.01% of their portfolio BIRMINGHAM, AL 51,12251.1k $1.3m $1.3m 0.01% Reduced -232 -232
68 Aspen Wealth Management LLC 0.25% of their portfolio FORT WORTH, TX 48,58748.6k $1.2m $1.2m 0.25% Added +5.4k +5,378
69 FLOW TRADERS U.S. LLC 0.04% of their portfolio NEW YORK, NY 48,22448.2k $1.2m $1.2m 0.04% New
70 SUMMITPOINT CAPITAL MANAGEMENT 1.49% of their portfolio LITTLETON, CO 46,29246.3k $1.2m $1.2m 1.49% First filing
71 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 45,91645.9k $1.2m $1.2m 0.01% Added +5.2k +5,232
72 GC Wealth Management RIA, LLC 0.05% of their portfolio Cambridge, MA 45,88745.9k $1.2m $1.2m 0.05% Added +2.9k +2,895
73 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 44,97145.0k $1.1m $1.1m 0.01% Added +209 +209
74 Prism Advisors, Inc. 0.30% of their portfolio STUDIO CITY, CA 44,71544.7k $1.1m $1.1m 0.30% Unchanged
75 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 44,55444.6k $1.1m $1.1m 0.01% Reduced -6.5k -6,508
76 Signature Wealth Management Group 0.43% of their portfolio ATLANTA, GA 44,45444.5k $1.1m $1.1m 0.43% Reduced -6.6k -6,608
77 O'Domhnaill Enterprises, Inc. 0.91% of their portfolio CODY, WY 44,26144.3k $1.1m $1.1m 0.91% New
78 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 42,65242.7k $1.1m $1.1m 0.01% Added +1 +1
79 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 42,53742.5k $1.1m $1.1m 0.01% Added +19.2k +19,246
80 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 42,53342.5k $1.1m $1.1m 0.01% Added +2.4k +2,394
81 Godshalk Welsh Capital Management, Inc. 0.63% of their portfolio RADNOR, PA 42,50042.5k $1.1m $1.1m 0.63% Added +6.2k +6,200
82 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 40,42940.4k $1.0m $1.0m 0.00% Reduced -1.4k -1,438
83 TRUE Private Wealth Advisors 0.10% of their portfolio Salem, OR 40,37240.4k $1.0m $1.0m 0.10% Added +3.9k +3,919
84 Lantz Financial LLC 0.21% of their portfolio NAPERVILLE, IL 40,27240.3k $1.0m $1.0m 0.21% Added +4.5k +4,502
85 WOODMONT INVESTMENT COUNSEL LLC 0.06% of their portfolio NASHVILLE, TN 37,74237.7k $960.2k $960.2k 0.06% Reduced -11.4k -11,377
86 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 36,46936.5k $927.8k $927.8k 0.02% Added +4.0k +4,010
87 Newman Dignan & Sheerar, Inc. 0.19% of their portfolio PROVIDENCE, RI 36,26536.3k $922.6k $922.6k 0.19% Unchanged
88 Crews Bank & Trust 0.13% of their portfolio PORT CHARLOTTE, FL 35,69335.7k $908.0k $908.0k 0.13% Reduced -132 -132
89 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 35,00035.0k $890.4k $890.4k 0.00% Unchanged
90 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 33,50933.5k $851.1k $851.1k 0.01% Added +5.5k +5,465
91 HEFFERNAN ADVISORY, INC 0.78% of their portfolio FLAGSTAFF, AZ 33,09233.1k $841.9k $841.9k 0.78% Unchanged
92 Roof Eidam Maycock Peralta, LLC 0.19% of their portfolio San Francisco, CA 32,32832.3k $822.4k $822.4k 0.19% Added +35 +35
93 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ST. LOUIS, MO 32,20632.2k $819.3k $819.3k 0.01% Added +442 +442
94 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 32,06932.1k $815.8k $815.8k 0.00% Added +12.4k +12,424
95 Snowden Capital Advisors LLC 0.02% of their portfolio New York, NY 31,00031.0k $788.6k $788.6k 0.02% Unchanged
96 Parallel Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 30,88530.9k $785.7k $785.7k 0.01% Added +644 +644
97 WJ Wealth Management, LLC 0.36% of their portfolio GLENDALE, AZ 30,18230.2k $767.8k $767.8k 0.36% Added +1.2k +1,200
98 Curbstone Financial Management Corp 0.15% of their portfolio MANCHESTER, NH 30,06030.1k $764.7k $764.7k 0.15% Unchanged
99 CFS Investment Advisory Services, LLC 0.05% of their portfolio TOTOWA, NJ 28,26828.3k $718.9k $718.9k 0.05% Reduced -1.4k -1,419
100 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 27,54027.5k $701.0k $701.0k 0.00% Reduced -860 -860