Vault-13

ISHARES TR IBMQ

IBONDS DEC 28 · ETP · CUSIP 46435U325

186 institutional holders +9 vs Q4 2025
21,169,23921.2m shares reported held*
$540.4mreported value*
16 new 98 added 28 reduced 7 sold out net bought ≈ $18.3m (+716.7k 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 ≈ $25.53.

Trends to Q1 2026

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: 156Q3 25: 163Q4 25: 177Q1 26: 186186Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 2025163
Q4 2025177
Q1 2026186

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 24: 67 bought or addedQ2 24: 35 cut or sold outQ3 24: 65 bought or addedQ3 24: 36 cut or sold outQ3 24Q4 24: 70 bought or addedQ4 24: 36 cut or sold outQ1 25: 76 bought or addedQ1 25: 39 cut or sold outQ1 25Q2 25: 95 bought or addedQ2 25: 33 cut or sold outQ3 25: 95 bought or addedQ3 25: 44 cut or sold outQ3 25Q4 25: 111 bought or addedQ4 25: 30 cut or sold outQ1 26: 114 bought or addedQ1 26: 35 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20246735
Q3 20246536
Q4 20247036
Q1 20257639
Q2 20259533
Q3 20259544
Q4 202511130
Q1 202611435

Biggest buyers

Paradiem, LLC New +395,462+395.5k
Lido Advisors, LLC Added +338,361+338.4k
Heartwood Wealth Advisors LLC Added +291,130+291.1k
ENVESTNET ASSET MANAGEMENT INC New +181,487+181.5k
Matthew Goff Investment Advisor, LLC New +134,643+134.6k
LPL Financial LLC Added +131,178+131.2k
BANK OF AMERICA CORP /DE/ Added +125,253+125.3k
FLOW TRADERS U.S. LLC Added +95,626+95.6k
JPMORGAN CHASE & CO New +91,872+91.9k
Stratos Wealth Advisors, LLC Added +59,642+59.6k

Biggest sellers

MERCER GLOBAL ADVISORS INC /ADV Reduced -1,846,866-1.8m
MORGAN STANLEY Reduced -171,980-172.0k
US BANCORP \DE\ Reduced -49,020-49.0k
PSI Advisors, LLC Reduced -30,000-30.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -20,471-20.5k
MassMutual Private Wealth & Trust, FSB Reduced -13,480-13.5k
Freestone Capital Holdings, LLC Sold out -11,495-11.5k
Meridian Wealth Management, LLC Sold out -10,158-10.2k
Summit Financial, LLC Reduced -9,895-9.9k
GOLDMAN SACHS GROUP INC Sold out -8,358-8.4k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 2,399,6112.4m $61.3m $61.3m 0.00% Added +125.3k +125,253
2 MERCER GLOBAL ADVISORS INC /ADV 0.08% of their portfolio DENVER, CO 2,055,8542.1m $52.5m $52.5m 0.08% Reduced -1.8m -1,846,866
3 Clearstead Advisors, LLC 0.23% of their portfolio CLEVELAND, OH 985,931985.9k $25.2m $25.2m 0.23% Added +23.9k +23,925
4 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 805,553805.6k $20.6m $20.6m 0.02% Added +38.6k +38,645
5 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 722,996723.0k $18.5m $18.5m 0.02% Reduced -49.0k -49,020
6 LBMC INVESTMENT ADVISORS, LLC 0.87% of their portfolio BRENTWOOD, TN 559,681559.7k $14.3m $14.3m 0.87% Added +41.3k +41,279
7 Lido Advisors, LLC 0.06% of their portfolio Los Angeles, CA 559,021559.0k $14.3m $14.3m 0.06% Added +338.4k +338,361
8 Heartwood Wealth Advisors LLC 1.23% of their portfolio RICHMOND, VA 550,889550.9k $14.1m $14.1m 1.23% Added +291.1k +291,130
9 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 530,441530.4k $13.5m $13.5m 0.00% Reduced -2.9k -2,877
10 NewEdge Advisors, LLC 0.05% of their portfolio NEW ORLEANS, LA 493,255493.3k $12.6m $12.6m 0.05% Added +5.0k +5,044
11 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 425,657425.7k $10.9m $10.9m 0.00% Added +131.2k +131,178
12 HOWLAND CAPITAL MANAGEMENT LLC 0.42% of their portfolio BOSTON, MA 413,440413.4k $10.6m $10.6m 0.42% Added +3.6k +3,620
13 HENGEHOLD CAPITAL MANAGEMENT LLC 0.90% of their portfolio CINCINNATI, OH 403,340403.3k $10.3m $10.3m 0.90% Reduced -5.9k -5,916
14 Hills Bank & Trust Co 0.49% of their portfolio North Liberty, IA 397,905397.9k $10.2m $10.2m 0.49% Added +6.6k +6,606
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 396,434396.4k $10.1m $10.1m 0.00% Added +42.7k +42,745
16 Paradiem, LLC 2.22% of their portfolio COVINGTON, LA 395,462395.5k $10.1m $10.1m 2.22% New
17 Covington Investment Advisors Inc. 1.45% of their portfolio LIGONIER, PA 386,630386.6k $9.9m $9.9m 1.45% Added +15.3k +15,310
18 Kathmere Capital Management, LLC 0.49% of their portfolio WAYNE, PA 306,416306.4k $7.8m $7.8m 0.49% Reduced -6.8k -6,837
19 Praetorian Wealth Management, Inc. 1.47% of their portfolio CARMEL, CA 303,912303.9k $7.8m $7.8m 1.47% Added +36.6k +36,566
20 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 298,680298.7k $7.6m $7.6m 0.00% Added +5.9k +5,862
21 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.10% of their portfolio MINNEAPOLIS, MN 272,183272.2k $6.9m $6.9m 0.10% Added +36.4k +36,442
22 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 266,529266.5k $6.8m $6.8m 0.00% Reduced -172.0k -171,980
23 Stratos Wealth Advisors, LLC 0.41% of their portfolio BEACHWOOD, OH 260,258260.3k $6.6m $6.6m 0.41% Added +59.6k +59,642
24 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 224,326224.3k $5.7m $5.7m 0.01% Added +10.7k +10,672
25 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 186,966187.0k $4.8m $4.8m 0.00% Added +31.5k +31,534
26 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 181,487181.5k $4.6m $4.6m 0.00% New
27 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.03% of their portfolio IRVING, TX 170,016170.0k $4.3m $4.3m 0.03% Added +37.5k +37,454
28 Cyndeo Wealth Partners, LLC 0.22% of their portfolio ST. PETERSBURG, FL 163,013163.0k $4.2m $4.2m 0.22% Added +41.5k +41,496
29 CENTRAL TRUST Co 0.08% of their portfolio JEFFERSON CITY, MO 161,574161.6k $4.1m $4.1m 0.08% Reduced -5.7k -5,715
30 Sound View Wealth Advisors Group, LLC 0.28% of their portfolio SAVANNAH, GA 160,924160.9k $4.1m $4.1m 0.28% Added +14.9k +14,946
31 Quantum Financial Advisors, LLC 0.46% of their portfolio SANTA MONICA, CA 160,329160.3k $4.1m $4.1m 0.46% Added +32.5k +32,453
32 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 151,478151.5k $3.9m $3.9m 0.03% Added +18.9k +18,900
33 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 141,678141.7k $3.6m $3.6m 0.02% Added +15.8k +15,753
34 Matthew Goff Investment Advisor, LLC 0.57% of their portfolio HOUSTON, TX 134,643134.6k $3.4m $3.4m 0.57% New
35 LEAVELL INVESTMENT MANAGEMENT, INC. 0.13% of their portfolio MOBILE, AL 128,560128.6k $3.3m $3.3m 0.13% Added +4.6k +4,625
36 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 126,765126.8k $3.2m $3.2m 0.00% Added +335 +335
37 COLDSTREAM CAPITAL MANAGEMENT INC 0.04% of their portfolio BELLEVUE, WA 122,804122.8k $3.1m $3.1m 0.04% Added +7.8k +7,773
38 Cypress Point Wealth Management, LLC 0.66% of their portfolio DALLAS, TX 119,536119.5k $3.1m $3.1m 0.66% Unchanged
39 FLOW TRADERS U.S. LLC 0.08% of their portfolio NEW YORK, NY 104,648104.6k $2.7m $2.7m 0.08% Added +95.6k +95,626
40 SONATA CAPITAL GROUP INC 0.97% of their portfolio SEATTLE, WA 103,460103.5k $2.6m $2.6m 0.97% Added +4.1k +4,100
41 BENJAMIN EDWARDS INC 0.03% of their portfolio Clayton, MO 102,412102.4k $2.6m $2.6m 0.03% Added +4.8k +4,753
42 Atwater Malick LLC 0.69% of their portfolio LANCASTER, PA 99,84899.8k $2.5m $2.5m 0.69% Added +4.7k +4,677
43 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.04% of their portfolio ST. LOUIS, MO 99,10199.1k $2.5m $2.5m 0.04% Added +5.8k +5,755
44 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 99,01699.0k $2.5m $2.5m 0.00% Added +3.2k +3,244
45 Parkway Wealth Management Group, LLC 0.32% of their portfolio Plano, TX 97,74097.7k $2.5m $2.5m 0.32% Added +5.9k +5,915
46 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 94,37494.4k $2.4m $2.4m 0.00% Added +30.9k +30,852
47 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 91,87291.9k $2.3m $2.3m 0.00% New
48 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 88,35688.4k $2.3m $2.3m 0.00% Added +51.3k +51,277
49 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 84,30984.3k $2.2m $2.2m 0.00% Reduced -20.5k -20,471
50 PSI Advisors, LLC 0.48% of their portfolio TAMPA, FL 79,10079.1k $2.0m $2.0m 0.48% Reduced -30.0k -30,000
51 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 78,20678.2k $2.0m $2.0m 0.01% Added +8.1k +8,067
52 Valmark Advisers, Inc. 0.02% of their portfolio AKRON, OH 78,18078.2k $2.0m $2.0m 0.02% Added +5.3k +5,253
53 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 75,00575.0k $1.9m $1.9m 0.00% Added +10.2k +10,200
54 SPINNAKER TRUST 0.11% of their portfolio PORTLAND, ME 74,86074.9k $1.9m $1.9m 0.11% Added +9.4k +9,358
55 BLUE SQUARE ASSET MANAGEMENT, LLC 0.89% of their portfolio NEW YORK, NY 73,66673.7k $1.9m $1.9m 0.89% Added +43.4k +43,389
56 Atlantic Union Bankshares Corp 0.04% of their portfolio GLEN ALLEN, VA 73,02673.0k $1.9m $1.9m 0.04% Added +1.4k +1,394
57 CWM, LLC 0.00% of their portfolio OMAHA, NE 72,55372.6k $1.9m $1.9m 0.00% Reduced -4.0k -3,981
58 Ellis Investment Partners, LLC 0.32% of their portfolio Berwyn, PA 72,12872.1k $1.8m $1.8m 0.32% Added +2.4k +2,445
59 WOODMONT INVESTMENT COUNSEL LLC 0.11% of their portfolio NASHVILLE, TN 68,61968.6k $1.8m $1.8m 0.11% Reduced -969 -969
60 Granite Harbor Advisors, Inc. 0.71% of their portfolio Houston, TX 63,64663.6k $1.6m $1.6m 0.71% Unchanged
61 RIA Advisory Group LLC 0.35% of their portfolio Des Moines, IA 56,13956.1k $1.4m $1.4m 0.35% Added +922 +922
62 Kastel Capital Advisors, LLC 0.85% of their portfolio WELLESLEY, MA 54,26954.3k $1.4m $1.4m 0.85% Unchanged
63 Capital Investment Advisors, LLC 0.02% of their portfolio ATLANTA, GA 52,95653.0k $1.4m $1.4m 0.02% Reduced -7.0k -7,025
64 SENTINEL PENSION ADVISORS, LLC 0.20% of their portfolio WAKEFIELD, MA 52,16752.2k $1.3m $1.3m 0.20% Added +213 +213
65 Evergreen Private Wealth LLC 0.53% of their portfolio GREENWOOD VILLAGE, CO 51,43551.4k $1.3m $1.3m 0.53% Added +2.3k +2,252
66 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.09% of their portfolio FORT WAYNE, IN 49,15449.2k $1.3m $1.3m 0.09% Unchanged
67 Lantz Financial LLC 0.25% of their portfolio NAPERVILLE, IL 47,16447.2k $1.2m $1.2m 0.25% Added +3.9k +3,916
68 Godshalk Welsh Capital Management, Inc. 0.70% of their portfolio RADNOR, PA 47,00047.0k $1.2m $1.2m 0.70% Added +11.7k +11,700
69 SUMMITPOINT CAPITAL MANAGEMENT 1.49% of their portfolio LITTLETON, CO 45,92745.9k $1.2m $1.2m 1.49% First filing
70 GC Wealth Management RIA, LLC 0.05% of their portfolio Cambridge, MA 45,61845.6k $1.2m $1.2m 0.05% Added +2.9k +2,865
71 Mariner, LLC 0.00% of their portfolio Overland Park, KS 45,08045.1k $1.2m $1.2m 0.00% Added +9 +9
72 Investment Research Partners LLC 0.47% of their portfolio LEMONT, PA 44,96545.0k $1.1m $1.1m 0.47% New
73 Avail Investment Partners, LLC 1.23% of their portfolio LEMONT, PA 44,96545.0k $1.1m $1.1m 1.23% First filing
74 Aspen Wealth Management LLC 0.23% of their portfolio FORT WORTH, TX 44,85444.9k $1.1m $1.1m 0.23% Added +1.9k +1,894
75 Envision Financial Planning, LLC 0.41% of their portfolio MEMPHIS, TN 44,79344.8k $1.1m $1.1m 0.41% Added +862 +862
76 Rossmore Private Capital 0.10% of their portfolio GLASTONBURY, CT 43,97744.0k $1.1m $1.1m 0.10% Added +10.1k +10,148
77 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 43,22043.2k $1.1m $1.1m 0.00% Added +1.9k +1,868
78 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 42,83842.8k $1.1m $1.1m 0.00% Reduced -1.4k -1,359
79 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 42,45142.5k $1.1m $1.1m 0.01% Reduced -3.6k -3,639
80 Signature Wealth Management Group 0.41% of their portfolio ATLANTA, GA 42,26342.3k $1.1m $1.1m 0.41% Reduced -3.8k -3,827
81 Legacy Private Trust Co. 0.06% of their portfolio NEENAH, WI 39,52339.5k $1.0m $1.0m 0.06% Unchanged
82 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 38,88638.9k $992.8k $992.8k 0.01% Added +17.3k +17,297
83 Glenview Trust Co 0.02% of their portfolio Louisville, KY 38,42938.4k $981.1k $981.1k 0.02% Added +3.0k +3,016
84 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 38,03138.0k $970.9k $970.9k 0.01% Added +5.2k +5,179
85 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 37,64437.6k $961.1k $961.1k 0.01% Reduced -9.9k -9,895
86 Crews Bank & Trust 0.14% of their portfolio PORT CHARLOTTE, FL 37,62137.6k $960.5k $960.5k 0.14% Reduced -134 -134
87 First National Trust Co 0.03% of their portfolio Johnstown, PA 37,60437.6k $960.0k $960.0k 0.03% Reduced -903 -903
88 Wolfstich Capital, LLC 0.81% of their portfolio MEDFIELD, MA 36,75336.8k $929.1k $929.1k 0.81% New
89 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 35,20735.2k $898.9k $898.9k 0.01% Added +164 +164
90 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 35,00035.0k $893.5k $893.5k 0.00% Unchanged
91 Curbstone Financial Management Corp 0.17% of their portfolio MANCHESTER, NH 34,95035.0k $892.3k $892.3k 0.17% Unchanged
92 Gryphon Financial Partners LLC 0.09% of their portfolio COLUMBUS, OH 34,48534.5k $880.4k $880.4k 0.09% Added +9.5k +9,545
93 Wick Capital Partners, LLC 0.16% of their portfolio WAYNE, PA 33,66433.7k $859.4k $859.4k 0.16% Added +13.3k +13,340
94 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 33,23433.2k $847.5k $847.5k 0.01% Added +14.9k +14,859
95 HEFFERNAN ADVISORY, INC 0.79% of their portfolio FLAGSTAFF, AZ 33,14833.1k $846.3k $846.3k 0.79% Unchanged
96 Roof Eidam Maycock Peralta, LLC 0.19% of their portfolio San Francisco, CA 31,92431.9k $815.0k $815.0k 0.19% Added +31 +31
97 TRUE Private Wealth Advisors 0.08% of their portfolio Salem, OR 31,32131.3k $799.6k $799.6k 0.08% Added +3.9k +3,883
98 Snowden Capital Advisors LLC 0.02% of their portfolio New York, NY 31,00031.0k $791.4k $791.4k 0.02% Unchanged
99 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 30,81430.8k $786.7k $786.7k 0.00% Added +13.2k +13,179
100 WJ Wealth Management, LLC 0.35% of their portfolio GLENDALE, AZ 29,48529.5k $752.8k $752.8k 0.35% Added +1.4k +1,378