Vault-13

ISHARES TR IBMP

IBONDS DEC 27 · ETP · CUSIP 46435U283

190 institutional holders +3 vs Q1 2026
21,417,93621.4m shares reported held*
$544.4mreported value*
15 new 85 added 40 reduced 12 sold out net bought ≈ $10.4m (+408.1k 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 Q2 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: 187Q2 26: 190190Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026190

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q1 26: 96 bought or addedQ1 26: 46 cut or sold outQ2 26: 100 bought or addedQ2 26: 52 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20247831
Q4 20248137
Q1 20257847
Q2 20259344
Q3 20259146
Q4 20259344
Q1 20269646
Q2 202610052

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +303,868+303.9k
Integrated Wealth Concepts LLC Added +101,444+101.4k
TITLEIST ASSET MANAGEMENT, LLC New +101,032+101.0k
MERCER GLOBAL ADVISORS INC /ADV Added +94,200+94.2k
Kathmere Capital Management, LLC Added +92,215+92.2k
Hills Bank & Trust Co Added +64,970+65.0k
Heartwood Wealth Advisors LLC Added +61,364+61.4k
US BANCORP \DE\ Added +51,394+51.4k
Summit Financial, LLC Added +41,126+41.1k
UBS Group AG Added +37,568+37.6k

Biggest sellers

HighTower Advisors, LLC Reduced -435,225-435.2k
Matthew Goff Investment Advisor, LLC Sold out -310,824-310.8k
Wick Capital Partners, LLC Sold out -124,430-124.4k
Wolfstich Capital, LLC Sold out -69,073-69.1k
FLOW TRADERS U.S. LLC Sold out -48,224-48.2k
PSI Advisors, LLC Reduced -41,705-41.7k
Investment Research Partners LLC Reduced -34,821-34.8k
Avail Investment Partners, LLC Reduced -34,821-34.8k
Focus Partners Wealth Reduced -23,049-23.0k
Quantum Financial Advisors, LLC Reduced -20,221-20.2k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 2,660,5912.7m $67.6m $67.6m 0.00% Added +303.9k +303,868
2 MERCER GLOBAL ADVISORS INC /ADV 0.06% of their portfolio DENVER, CO 1,841,6441.8m $46.8m $46.8m 0.06% Added +94.2k +94,200
3 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,062,1051.1m $27.0m $27.0m 0.00% Added +20.4k +20,438
4 Clearstead Advisors, LLC 0.24% of their portfolio CLEVELAND, OH 1,001,0271.0m $25.4m $25.4m 0.24% Added +24.7k +24,692
5 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 745,224745.2k $18.9m $18.9m 0.02% Added +51.4k +51,394
6 Heartwood Wealth Advisors LLC 1.38% of their portfolio RICHMOND, VA 697,944697.9k $17.7m $17.7m 1.38% Added +61.4k +61,364
7 LBMC INVESTMENT ADVISORS, LLC 0.81% of their portfolio BRENTWOOD, TN 584,924584.9k $14.9m $14.9m 0.81% Added +18.2k +18,198
8 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 550,178550.2k $14.0m $14.0m 0.01% Reduced -435.2k -435,225
9 Lido Advisors, LLC 0.05% of their portfolio Los Angeles, CA 547,234547.2k $13.9m $13.9m 0.05% Reduced -13.3k -13,308
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 525,026525.0k $13.3m $13.3m 0.00% Added +32.3k +32,329
11 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 523,606523.6k $13.3m $13.3m 0.04% Added +37.6k +37,561
12 Hills Bank & Trust Co 0.55% of their portfolio North Liberty, IA 508,428508.4k $12.9m $12.9m 0.55% Added +65.0k +64,970
13 Kathmere Capital Management, LLC 0.67% of their portfolio WAYNE, PA 498,643498.6k $12.7m $12.7m 0.67% Added +92.2k +92,215
14 UBS Group AG 0.00% of their portfolio ZURICH, V8 413,349413.3k $10.5m $10.5m 0.00% Added +37.6k +37,568
15 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 390,504390.5k $9.9m $9.9m 0.00% Reduced -1.8k -1,765
16 Covington Investment Advisors Inc. 1.24% of their portfolio LIGONIER, PA 378,345378.3k $9.6m $9.6m 1.24% Added +7.9k +7,855
17 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.10% of their portfolio MINNEAPOLIS, MN 309,899309.9k $7.9m $7.9m 0.10% Added +32.0k +32,024
18 Integrated Wealth Concepts LLC 0.04% of their portfolio WALTHAM, MA 308,549308.5k $7.8m $7.8m 0.04% Added +101.4k +101,444
19 Praetorian Wealth Management, Inc. 1.25% of their portfolio CARMEL, CA 285,165285.2k $7.2m $7.2m 1.25% Reduced -4.0k -4,003
20 Paradiem, LLC 1.36% of their portfolio COVINGTON, LA 248,470248.5k $6.3m $6.3m 1.36% Unchanged
21 HOWLAND CAPITAL MANAGEMENT LLC 0.23% of their portfolio BOSTON, MA 247,525247.5k $6.3m $6.3m 0.23% Added +4.7k +4,720
22 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 206,724206.7k $5.3m $5.3m 0.00% Added +6.8k +6,844
23 Cyndeo Wealth Partners, LLC 0.24% of their portfolio ST. PETERSBURG, FL 204,049204.0k $5.2m $5.2m 0.24% Added +9.9k +9,925
24 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 200,570200.6k $5.1m $5.1m 0.00% Reduced -506 -506
25 Sound View Wealth Advisors Group, LLC 0.31% of their portfolio SAVANNAH, GA 198,399198.4k $5.0m $5.0m 0.31% Added +416 +416
26 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.03% of their portfolio IRVING, TX 186,296186.3k $4.7m $4.7m 0.03% Added +15.8k +15,810
27 LEAVELL INVESTMENT MANAGEMENT, INC. 0.17% of their portfolio MOBILE, AL 180,734180.7k $4.6m $4.6m 0.17% Added +19.0k +19,000
28 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 174,701174.7k $4.4m $4.4m 0.01% Added +5.0k +4,953
29 CENTRAL TRUST Co 0.07% of their portfolio JEFFERSON CITY, MO 157,338157.3k $4.0m $4.0m 0.07% Reduced -7.6k -7,565
30 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 153,021153.0k $3.9m $3.9m 0.00% Added +1.7k +1,670
31 Odyssey Group, LLC 0.97% of their portfolio LANCASTER, PA 141,199141.2k $3.6m $3.6m 0.97% First filing
32 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 138,170138.2k $3.5m $3.5m 0.02% Added +1.2k +1,229
33 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 135,194135.2k $3.4m $3.4m 0.00% Added +2.4k +2,358
34 Quantum Financial Advisors, LLC 0.31% of their portfolio SANTA MONICA, CA 123,842123.8k $3.1m $3.1m 0.31% Reduced -20.2k -20,221
35 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 120,344120.3k $3.1m $3.1m 0.01% Added +759 +759
36 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 118,304118.3k $3.0m $3.0m 0.00% Added +4.2k +4,206
37 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 117,182117.2k $3.0m $3.0m 0.01% Added +27.7k +27,669
38 COLDSTREAM CAPITAL MANAGEMENT INC 0.03% of their portfolio BELLEVUE, WA 109,890109.9k $2.8m $2.8m 0.03% Added +976 +976
39 NorthCoast Asset Management LLC 0.06% of their portfolio STAMFORD, CT 107,271107.3k $2.7m $2.7m 0.06% Added +3.0k +3,021
40 SONATA CAPITAL GROUP INC 0.87% of their portfolio SEATTLE, WA 106,489106.5k $2.7m $2.7m 0.87% Added +2.3k +2,266
41 Parkway Wealth Management Group, LLC 0.30% of their portfolio Plano, TX 101,149101.1k $2.6m $2.6m 0.30% Added +2.6k +2,638
42 TITLEIST ASSET MANAGEMENT, LLC 0.17% of their portfolio SAN ANTONIO, TX 101,032101.0k $2.6m $2.6m 0.17% New
43 Atwater Malick LLC 0.55% of their portfolio LANCASTER, PA 99,82299.8k $2.5m $2.5m 0.55% Added +1.8k +1,776
44 POSTROCK PARTNERS LLC 1.02% of their portfolio OVERLAND PARK, KS 98,57698.6k $2.5m $2.5m 1.02% Added +1.9k +1,950
45 Summit Financial, LLC 0.03% of their portfolio PARSIPPANY, NJ 97,01797.0k $2.5m $2.5m 0.03% Added +41.1k +41,126
46 Glenview Trust Co 0.03% of their portfolio Louisville, KY 95,17495.2k $2.4m $2.4m 0.03% Added +5.0k +5,025
47 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 88,89988.9k $2.3m $2.3m 0.00% Added +30.4k +30,422
48 Valmark Advisers, Inc. 0.02% of their portfolio AKRON, OH 88,71988.7k $2.3m $2.3m 0.02% Added +11.8k +11,826
49 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 86,88086.9k $2.2m $2.2m 0.00% Added +3.9k +3,857
50 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 85,26585.3k $2.2m $2.2m 0.00% Reduced -621 -621
51 SPINNAKER TRUST 0.10% of their portfolio PORTLAND, ME 84,49084.5k $2.1m $2.1m 0.10% Added +9.7k +9,706
52 Granite Harbor Advisors, Inc. 0.77% of their portfolio Houston, TX 76,41176.4k $1.9m $1.9m 0.77% Added +8.5k +8,520
53 Kastel Capital Advisors, LLC 1.21% of their portfolio WELLESLEY, MA 74,95975.0k $1.9m $1.9m 1.21% Added +76 +76
54 BLUE SQUARE ASSET MANAGEMENT, LLC 0.77% of their portfolio NEW YORK, NY 74,33974.3k $1.9m $1.9m 0.77% Reduced -515 -515
55 RIA Advisory Group LLC 0.41% of their portfolio Des Moines, IA 73,06573.1k $1.9m $1.9m 0.41% Added +15.9k +15,871
56 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 65,73765.7k $1.7m $1.7m 0.02% Added +19.8k +19,821
57 TRUE Private Wealth Advisors 0.13% of their portfolio Salem, OR 61,03761.0k $1.6m $1.6m 0.13% Added +20.7k +20,665
58 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 60,23660.2k $1.5m $1.5m 0.00% Reduced -23.0k -23,049
59 SENTINEL PENSION ADVISORS, LLC 0.20% of their portfolio WAKEFIELD, MA 60,01260.0k $1.5m $1.5m 0.20% Added +655 +655
60 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 58,37858.4k $1.5m $1.5m 0.00% Added +30.8k +30,838
61 REGIONS FINANCIAL CORP 0.01% of their portfolio BIRMINGHAM, AL 56,74056.7k $1.4m $1.4m 0.01% Added +5.6k +5,618
62 Capital Investment Advisors, LLC 0.02% of their portfolio ATLANTA, GA 56,60956.6k $1.4m $1.4m 0.02% Reduced -21 -21
63 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.10% of their portfolio FORT WAYNE, IN 53,65053.6k $1.4m $1.4m 0.10% Reduced -3.1k -3,149
64 Evergreen Private Wealth LLC 0.49% of their portfolio GREENWOOD VILLAGE, CO 52,01352.0k $1.3m $1.3m 0.49% Reduced -1.0k -1,031
65 Atlantic Union Bankshares Corp 0.02% of their portfolio GLEN ALLEN, VA 50,60750.6k $1.3m $1.3m 0.02% Reduced -5.3k -5,302
66 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 50,47950.5k $1.3m $1.3m 0.00% Added +28.5k +28,529
67 PSI Advisors, LLC 0.29% of their portfolio TAMPA, FL 49,40549.4k $1.3m $1.3m 0.29% Reduced -41.7k -41,705
68 Mariner, LLC 0.00% of their portfolio Overland Park, KS 48,85548.9k $1.2m $1.2m 0.00% Added +27.6k +27,628
69 O'Domhnaill Enterprises, Inc. 0.97% of their portfolio CODY, WY 47,63347.6k $1.2m $1.2m 0.97% Added +3.4k +3,372
70 SUMMITPOINT CAPITAL MANAGEMENT 1.28% of their portfolio LITTLETON, CO 46,77746.8k $1.2m $1.2m 1.28% Added +485 +485
71 GC Wealth Management RIA, LLC 0.07% of their portfolio Cambridge, MA 46,77546.8k $1.2m $1.2m 0.07% Added +888 +888
72 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 45,72545.7k $1.2m $1.2m 0.00% Added +5.3k +5,296
73 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 45,04945.0k $1.1m $1.1m 0.01% Added +78 +78
74 Godshalk Welsh Capital Management, Inc. 0.62% of their portfolio RADNOR, PA 45,00045.0k $1.1m $1.1m 0.62% Added +2.5k +2,500
75 Prism Advisors, Inc. 0.28% of their portfolio STUDIO CITY, CA 44,71544.7k $1.1m $1.1m 0.28% Unchanged
76 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 44,18244.2k $1.1m $1.1m 0.01% Added +1.6k +1,645
77 MEMBERS WEALTH LLC 0.61% of their portfolio MEDIA, PA 43,51643.5k $1.1m $1.1m 0.61% Added +17.9k +17,932
78 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 42,55442.6k $1.1m $1.1m 0.01% Reduced -98 -98
79 Lantz Financial LLC 0.20% of their portfolio NAPERVILLE, IL 42,35342.4k $1.1m $1.1m 0.20% Added +2.1k +2,081
80 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 41,67341.7k $1.1m $1.1m 0.01% Reduced -860 -860
81 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 40,32740.3k $1.0m $1.0m 0.01% Reduced -4.2k -4,227
82 Newman Dignan & Sheerar, Inc. 0.19% of their portfolio PROVIDENCE, RI 39,26539.3k $998.1k $998.1k 0.19% Added +3.0k +3,000
83 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 37,54037.5k $954.3k $954.3k 0.00% Added +2.5k +2,540
84 Jacobi Capital Management LLC 0.05% of their portfolio PITTSTON, PA 37,03137.0k $941.3k $941.3k 0.05% New
85 Crews Bank & Trust 0.12% of their portfolio PORT CHARLOTTE, FL 35,69335.7k $907.3k $907.3k 0.12% Unchanged
86 Aspen Wealth Management LLC 0.15% of their portfolio FORT WORTH, TX 35,05135.1k $891.0k $891.0k 0.15% Reduced -13.5k -13,536
87 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 34,24234.2k $870.4k $870.4k 0.02% Reduced -2.2k -2,227
88 HEFFERNAN ADVISORY, INC 0.70% of their portfolio FLAGSTAFF, AZ 33,09233.1k $841.2k $841.2k 0.70% Unchanged
89 Roof Eidam Maycock Peralta, LLC 0.16% of their portfolio San Francisco, CA 32,38032.4k $823.1k $823.1k 0.16% Added +52 +52
90 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ST. LOUIS, MO 31,83631.8k $809.3k $809.3k 0.01% Reduced -370 -370
91 Parallel Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 31,67431.7k $805.2k $805.2k 0.01% Added +789 +789
92 Snowden Capital Advisors LLC 0.02% of their portfolio New York, NY 31,40031.4k $798.2k $798.2k 0.02% Added +400 +400
93 BETO FINANCIAL GROUP, LLC 0.41% of their portfolio BOISE, ID 30,88630.9k $784.5k $784.5k 0.41% New
94 WJ Wealth Management, LLC 0.30% of their portfolio GLENDALE, AZ 30,18230.2k $767.2k $767.2k 0.30% Unchanged
95 Curbstone Financial Management Corp 0.13% of their portfolio MANCHESTER, NH 30,06030.1k $764.1k $764.1k 0.13% Unchanged
96 Financial Advisory Corp 0.10% of their portfolio Grand Rapids, MI 29,36029.4k $746.3k $746.3k 0.10% Added +4.3k +4,314
97 First National Trust Co 0.02% of their portfolio Johnstown, PA 28,72628.7k $730.2k $730.2k 0.02% Added +2.9k +2,851
98 10Elms LLP 0.30% of their portfolio TULSA, OK 28,19428.2k $716.7k $716.7k 0.30% Added +800 +800
99 Investment Research Partners LLC 0.22% of their portfolio LEMONT, PA 25,60225.6k $650.8k $650.8k 0.22% Reduced -34.8k -34,821
100 Avail Investment Partners, LLC 0.50% of their portfolio LEMONT, PA 25,60225.6k $650.8k $650.8k 0.50% Reduced -34.8k -34,821