Vault-13

ISHARES TR IBMQ

IBONDS DEC 28 · ETP · CUSIP 46435U325

156 institutional holders +13 vs Q1 2025
15,436,51115.4m shares reported held*
$392.2mreported value*
22 new 73 added 27 reduced 6 sold out net bought ≈ $27.5m (+1.1m 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 ≈ $25.41.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 46Q4 22: 60Q1 23: 67Q2 23: 73Q3 23: 84Q4 23: 102Q1 24: 112Q2 24: 117Q3 24: 124Q4 24: 133Q1 25: 143Q2 25: 156156Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202246
Q4 202260
Q1 202367
Q2 202373
Q3 202384
Q4 2023102
Q1 2024112
Q2 2024117
Q3 2024124
Q4 2024133
Q1 2025143
Q2 2025156

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 51 bought or addedQ3 23: 20 cut or sold outQ4 23: 65 bought or addedQ4 23: 26 cut or sold outQ4 23Q1 24: 69 bought or addedQ1 24: 28 cut or sold outQ2 24: 67 bought or addedQ2 24: 35 cut or sold outQ2 24Q3 24: 65 bought or addedQ3 24: 36 cut or sold outQ4 24: 70 bought or addedQ4 24: 36 cut or sold outQ4 24Q1 25: 76 bought or addedQ1 25: 39 cut or sold outQ2 25: 95 bought or addedQ2 25: 33 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20235120
Q4 20236526
Q1 20246928
Q2 20246735
Q3 20246536
Q4 20247036
Q1 20257639
Q2 20259533

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +143,626+143.6k
MERCER GLOBAL ADVISORS INC /ADV Added +104,229+104.2k
ROYAL BANK OF CANADA Added +91,539+91.5k
STIFEL FINANCIAL CORP Added +86,526+86.5k
JPMORGAN CHASE & CO New +81,923+81.9k
CONFLUENCE INVESTMENT MANAGEMENT LLC Added +65,971+66.0k
Atlantic Union Bankshares Corp New +63,186+63.2k
Stratos Wealth Advisors, LLC Added +56,730+56.7k
JANE STREET GROUP, LLC Added +56,243+56.2k
LBMC INVESTMENT ADVISORS, LLC Added +55,048+55.0k

Biggest sellers

Kathmere Capital Management, LLC Reduced -253,223-253.2k
RAYMOND JAMES FINANCIAL INC Reduced -134,375-134.4k
HighTower Advisors, LLC Reduced -47,069-47.1k
UBS Group AG Reduced -29,249-29.2k
Crumly & Associates Inc. Sold out -26,246-26.2k
Corient Private Wealth LP Reduced -22,492-22.5k
CITADEL ADVISORS LLC Sold out -22,219-22.2k
Garden State Investment Advisory Services LLC Sold out -10,683-10.7k
Cyndeo Wealth Partners, LLC Reduced -10,483-10.5k
STAR Financial Bank Sold out -9,937-9.9k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 2,070,5072.1m $52.6m $52.6m 0.00% Added +143.6k +143,626
2 Clearstead Advisors, LLC 0.32% of their portfolio CLEVELAND, OH 891,719891.7k $22.7m $22.7m 0.32% Added +29.3k +29,261
3 MERCER GLOBAL ADVISORS INC /ADV 0.05% of their portfolio DENVER, CO 856,888856.9k $21.8m $21.8m 0.05% Added +104.2k +104,229
4 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 841,032841.0k $21.4m $21.4m 0.01% Added +36.7k +36,693
5 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 734,646734.6k $18.7m $18.7m 0.02% Added +50.6k +50,581
6 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 653,576653.6k $16.6m $16.6m 0.02% Reduced -47.1k -47,069
7 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 454,319454.3k $11.5m $11.5m 0.00% Added +20.9k +20,889
8 NewEdge Advisors, LLC 0.06% of their portfolio NEW ORLEANS, LA 434,996435.0k $11.1m $11.1m 0.06% Added +9.6k +9,644
9 HENGEHOLD CAPITAL MANAGEMENT LLC 0.90% of their portfolio CINCINNATI, OH 386,615386.6k $9.8m $9.8m 0.90% Added +12.1k +12,138
10 Hills Bank & Trust Co 0.61% of their portfolio North Liberty, IA 382,180382.2k $9.7m $9.7m 0.61% Added +51.4k +51,415
11 LBMC INVESTMENT ADVISORS, LLC 0.68% of their portfolio BRENTWOOD, TN 375,752375.8k $9.5m $9.5m 0.68% Added +55.0k +55,048
12 HOWLAND CAPITAL MANAGEMENT LLC 0.35% of their portfolio BOSTON, MA 338,675338.7k $8.6m $8.6m 0.35% Added +5.8k +5,760
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 335,095335.1k $8.5m $8.5m 0.00% Reduced -29.2k -29,249
14 Covington Investment Advisors Inc. 1.12% of their portfolio LIGONIER, PA 308,365308.4k $7.8m $7.8m 1.12% Added +26.2k +26,250
15 Kathmere Capital Management, LLC 0.59% of their portfolio WAYNE, PA 301,088301.1k $7.7m $7.7m 0.59% Reduced -253.2k -253,223
16 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 265,242265.2k $6.7m $6.7m 0.00% Added +6.3k +6,311
17 Heartwood Wealth Advisors LLC 0.67% of their portfolio RICHMOND, VA 252,883252.9k $6.4m $6.4m 0.67% Added +138 +138
18 Praetorian Wealth Management, Inc. 1.42% of their portfolio CARMEL, CA 242,261242.3k $6.2m $6.2m 1.42% Added +3.1k +3,119
19 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 239,730239.7k $6.1m $6.1m 0.00% Reduced -134.4k -134,375
20 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 193,861193.9k $4.9m $4.9m 0.00% Added +86.5k +86,526
21 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 192,905192.9k $4.9m $4.9m 0.00% Added +10.6k +10,628
22 Lido Advisors, LLC 0.02% of their portfolio Los Angeles, CA 185,542185.5k $4.7m $4.7m 0.02% Added +16.9k +16,882
23 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 185,466185.5k $4.7m $4.7m 0.00% Added +91.5k +91,539
24 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 185,252185.3k $4.7m $4.7m 0.00% Added +20.9k +20,904
25 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.08% of their portfolio MINNEAPOLIS, MN 181,110181.1k $4.6m $4.6m 0.08% Added +8.4k +8,409
26 CENTRAL TRUST Co 0.09% of their portfolio JEFFERSON CITY, MO 151,130151.1k $3.8m $3.8m 0.09% Added +1.1k +1,147
27 Cypress Point Wealth Management, LLC 0.74% of their portfolio DALLAS, TX 119,536119.5k $3.0m $3.0m 0.74% Unchanged
28 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 117,601117.6k $3.0m $3.0m 0.00% Added +56.2k +56,243
29 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 115,028115.0k $2.9m $2.9m 0.03% Added +3.6k +3,599
30 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 113,132113.1k $2.9m $2.9m 0.00% Added +3.8k +3,841
31 Sound View Wealth Advisors Group, LLC 0.21% of their portfolio SAVANNAH, GA 112,390112.4k $2.9m $2.9m 0.21% Added +23.6k +23,636
32 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 107,202107.2k $2.7m $2.7m 0.02% Added +66 +66
33 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.04% of their portfolio ST. LOUIS, MO 98,90898.9k $2.5m $2.5m 0.04% Added +66.0k +65,971
34 Stratos Wealth Advisors, LLC 0.13% of their portfolio BEACHWOOD, OH 97,84297.8k $2.5m $2.5m 0.13% Added +56.7k +56,730
35 Cyndeo Wealth Partners, LLC 0.15% of their portfolio ST. PETERSBURG, FL 97,28497.3k $2.5m $2.5m 0.15% Reduced -10.5k -10,483
36 WOODMONT INVESTMENT COUNSEL LLC 0.16% of their portfolio NASHVILLE, TN 95,92995.9k $2.4m $2.4m 0.16% Added +14.0k +14,020
37 Quantum Financial Advisors, LLC 0.30% of their portfolio SANTA MONICA, CA 87,20487.2k $2.2m $2.2m 0.30% Added +4.2k +4,244
38 Envision Financial Planning, LLC 1.00% of their portfolio MEMPHIS, TN 84,48284.5k $2.1m $2.1m 1.00% Reduced -5.4k -5,415
39 COLDSTREAM CAPITAL MANAGEMENT INC 0.03% of their portfolio BELLEVUE, WA 83,95884.0k $2.1m $2.1m 0.03% Added +2.0k +1,973
40 Legacy Private Trust Co. 0.13% of their portfolio NEENAH, WI 82,14982.1k $2.1m $2.1m 0.13% Unchanged
41 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 81,92381.9k $2.1m $2.1m 0.00% New
42 BENJAMIN EDWARDS INC 0.03% of their portfolio Clayton, MO 81,83081.8k $2.1m $2.1m 0.03% Added +49.2k +49,171
43 Atlantic Union Bankshares Corp 0.04% of their portfolio GLEN ALLEN, VA 63,18663.2k $1.6m $1.6m 0.04% New
44 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 62,84362.8k $1.6m $1.6m 0.00% Added +2.0k +1,986
45 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 62,63662.6k $1.6m $1.6m 0.00% Added +2.0k +1,977
46 Valmark Advisers, Inc. 0.02% of their portfolio AKRON, OH 59,64259.6k $1.5m $1.5m 0.02% Added +6.1k +6,129
47 Capital Investment Advisors, LLC 0.03% of their portfolio ATLANTA, GA 58,55558.6k $1.5m $1.5m 0.03% Added +6.8k +6,805
48 SPINNAKER TRUST 0.08% of their portfolio PORTLAND, ME 54,02054.0k $1.4m $1.4m 0.08% Added +6.4k +6,415
49 SENTINEL PENSION ADVISORS, LLC 0.22% of their portfolio WAKEFIELD, MA 51,22151.2k $1.3m $1.3m 0.22% Added +311 +311
50 LEAVELL INVESTMENT MANAGEMENT, INC. 0.06% of their portfolio MOBILE, AL 50,43950.4k $1.3m $1.3m 0.06% Added +24.3k +24,328
51 RIA Advisory Group LLC 0.37% of their portfolio Des Moines, IA 49,56949.6k $1.3m $1.3m 0.37% Added +4.1k +4,105
52 Newman Dignan & Sheerar, Inc. 0.28% of their portfolio PROVIDENCE, RI 48,25648.3k $1.2m $1.2m 0.28% Unchanged
53 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.09% of their portfolio FORT WAYNE, IN 48,02048.0k $1.2m $1.2m 0.09% Added +24.7k +24,740
54 Signature Wealth Management Group 0.48% of their portfolio ATLANTA, GA 47,52047.5k $1.2m $1.2m 0.48% Added +914 +914
55 Evergreen Private Wealth LLC 0.47% of their portfolio GREENWOOD VILLAGE, CO 43,81043.8k $1.1m $1.1m 0.47% Added +573 +573
56 Granite Harbor Advisors, Inc. 0.49% of their portfolio Houston, TX 41,05941.1k $1.0m $1.0m 0.49% Reduced -4.3k -4,255
57 CWM, LLC 0.00% of their portfolio OMAHA, NE 39,36239.4k $1.0m $1.0m 0.00% Added +6.3k +6,266
58 WJ Wealth Management, LLC 0.31% of their portfolio GLENDALE, AZ 39,20039.2k $996.1k $996.1k 0.31% New
59 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 36,60936.6k $930.1k $930.1k 0.00% Added +5.1k +5,079
60 Glenview Trust Co 0.02% of their portfolio Louisville, KY 36,40036.4k $924.9k $924.9k 0.02% Unchanged
61 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 36,30836.3k $922.6k $922.6k 0.00% Added +19.6k +19,586
62 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 34,10034.1k $866.5k $866.5k 0.00% Added +10.1k +10,112
63 Roof Eidam Maycock Peralta, LLC 0.20% of their portfolio San Francisco, CA 31,78931.8k $807.8k $807.8k 0.20% Added +44 +44
64 Crews Bank & Trust 0.13% of their portfolio PORT CHARLOTTE, FL 31,48231.5k $800.0k $800.0k 0.13% Unchanged
65 GC Wealth Management RIA, LLC 0.06% of their portfolio Cambridge, MA 31,21731.2k $793.2k $793.2k 0.06% Reduced -653 -653
66 Snowden Capital Advisors LLC 0.02% of their portfolio New York, NY 31,00031.0k $787.7k $787.7k 0.02% Unchanged
67 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 30,55930.6k $776.5k $776.5k 0.02% Added +3.8k +3,838
68 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 30,26530.3k $769.0k $769.0k 0.00% Added +22.2k +22,208
69 BLUE SQUARE ASSET MANAGEMENT, LLC 0.35% of their portfolio NEW YORK, NY 29,17629.2k $741.4k $741.4k 0.35% Reduced -900 -900
70 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 28,28128.3k $718.6k $718.6k 0.01% Reduced -6.0k -5,974
71 Financial Advisory Corp 0.11% of their portfolio Grand Rapids, MI 27,25527.3k $692.5k $692.5k 0.11% New
72 REGIONS FINANCIAL CORP 0.00% of their portfolio BIRMINGHAM, AL 27,08927.1k $688.3k $688.3k 0.00% Added +5.3k +5,274
73 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 27,00027.0k $686.1k $686.1k 0.01% Added +5.9k +5,893
74 Godshalk Welsh Capital Management, Inc. 0.40% of their portfolio RADNOR, PA 25,75025.8k $654.3k $654.3k 0.40% Added +14.5k +14,500
75 Gryphon Financial Partners LLC 0.08% of their portfolio COLUMBUS, OH 24,94024.9k $633.7k $633.7k 0.08% New
76 CFS Investment Advisory Services, LLC 0.05% of their portfolio TOTOWA, NJ 24,30824.3k $618.0k $618.0k 0.05% Reduced -78 -78
77 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 23,46423.5k $596.2k $596.2k 0.01% Added +75 +75
78 Paradigm, Strategies in Wealth Management, LLC 0.38% of their portfolio Maple Grove, MN 22,90622.9k $582.0k $582.0k 0.38% Reduced -4.5k -4,508
79 FF Advisors,LLC 0.28% of their portfolio MANHATTAN BEACH, CA 21,30921.3k $541.5k $541.5k 0.28% Added +752 +752
80 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 20,44820.4k $519.6k $519.6k 0.00% Added +10.7k +10,720
81 CLIENT 1ST ADVISORY GROUP, LLC 0.18% of their portfolio DUNEDIN, FL 19,92019.9k $506.2k $506.2k 0.18% Unchanged
82 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 19,84419.8k $504.2k $504.2k 0.00% Reduced -516 -516
83 MassMutual Private Wealth & Trust, FSB 0.01% of their portfolio Windsor, CT 19,66019.7k $499.6k $499.6k 0.01% Added +19.5k +19,525
84 10Elms LLP 0.46% of their portfolio TULSA, OK 19,16019.2k $486.9k $486.9k 0.46% Unchanged
85 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 19,08119.1k $484.8k $484.8k 0.00% Added +6.0k +5,996
86 Klingman & Associates, LLC 0.03% of their portfolio New York, NY 18,08818.1k $459.6k $459.6k 0.03% Reduced -2.3k -2,344
87 Ameritas Investment Partners, Inc. 0.01% of their portfolio LINCOLN, NE 18,06218.1k $459.0k $459.0k 0.01% Added +6 +6
88 POSTROCK PARTNERS LLC 0.20% of their portfolio OVERLAND PARK, KS 16,84116.8k $427.9k $427.9k 0.20% Added +3.5k +3,550
89 Parallel Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 16,27916.3k $413.6k $413.6k 0.01% Added +1.2k +1,160
90 Vishria Bird Financial Group, LLC 0.13% of their portfolio MEMPHIS, TN 15,92915.9k $404.8k $404.8k 0.13% New
91 DROMS STRAUSS ADVISORS INC /MO/ /ADV 0.12% of their portfolio ST. LOUIS, MO 15,44315.4k $392.4k $392.4k 0.12% Added +1.5k +1,502
92 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 14,80914.8k $376.0k $376.0k 0.00% Reduced -1.2k -1,232
93 Mariner, LLC 0.00% of their portfolio Overland Park, KS 14,53614.5k $369.4k $369.4k 0.00% Unchanged
94 Exchange Capital Management, Inc. 0.05% of their portfolio Ann Arbor, MI 14,48414.5k $368.0k $368.0k 0.05% Reduced -1.0k -1,035
95 First National Trust Co 0.01% of their portfolio Johnstown, PA 14,43314.4k $366.7k $366.7k 0.01% Added +593 +593
96 SMITH, MOORE & CO. 0.03% of their portfolio CLAYTON, MO 14,16314.2k $359.9k $359.9k 0.03% New
97 WRAPMANAGER INC 0.09% of their portfolio MILL VALLEY, CA 13,90513.9k $353.3k $353.3k 0.09% Reduced -644 -644
98 Rossmore Private Capital 0.04% of their portfolio GLASTONBURY, CT 13,88713.9k $352.9k $352.9k 0.04% New
99 Passive Capital Management, LLC. 0.11% of their portfolio BALTIMORE, MD 13,80313.8k $350.2k $350.2k 0.11% Unchanged
100 JAMES INVESTMENT RESEARCH, INC. 0.04% of their portfolio ALPHA, OH 13,80013.8k $350.7k $350.7k 0.04% Reduced -1.0k -1,000