Vault-13

ISHARES TR IBMQ

IBONDS DEC 28 · ETP · CUSIP 46435U325

197 institutional holders +11 vs Q1 2026
21,843,91621.8m shares reported held*
$558.8mreported value*
20 new 88 added 41 reduced 7 sold out net bought ≈ $20.7m (+810.9k 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 ≈ $25.58.

Trends to Q2 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: 186Q2 26: 197197Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026197

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q3 25: 95 bought or addedQ3 25: 44 cut or sold outQ4 25: 111 bought or addedQ4 25: 30 cut or sold outQ4 25Q1 26: 114 bought or addedQ1 26: 35 cut or sold outQ2 26: 108 bought or addedQ2 26: 48 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20246536
Q4 20247036
Q1 20257639
Q2 20259533
Q3 20259544
Q4 202511130
Q1 202611435
Q2 202610848

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +146,064+146.1k
TITLEIST ASSET MANAGEMENT, LLC New +99,285+99.3k
Kathmere Capital Management, LLC Added +96,705+96.7k
ENVESTNET ASSET MANAGEMENT INC Added +85,399+85.4k
MML INVESTORS SERVICES, LLC New +82,605+82.6k
Heartwood Wealth Advisors LLC Added +66,869+66.9k
Hills Bank & Trust Co Added +66,699+66.7k
HENGEHOLD CAPITAL MANAGEMENT LLC Added +58,538+58.5k
Summit Financial, LLC Added +49,051+49.1k
Integrated Wealth Concepts LLC Added +48,291+48.3k

Biggest sellers

Matthew Goff Investment Advisor, LLC Sold out -134,643-134.6k
FLOW TRADERS U.S. LLC Sold out -104,648-104.6k
JPMORGAN CHASE & CO Reduced -72,969-73.0k
STIFEL FINANCIAL CORP Reduced -48,549-48.5k
HighTower Advisors, LLC Reduced -45,541-45.5k
HOWLAND CAPITAL MANAGEMENT LLC Reduced -38,143-38.1k
Quantum Financial Advisors, LLC Reduced -37,180-37.2k
PSI Advisors, LLC Reduced -36,800-36.8k
Wolfstich Capital, LLC Sold out -36,753-36.8k
CONFLUENCE INVESTMENT MANAGEMENT LLC Reduced -34,499-34.5k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 2,545,6752.5m $65.1m $65.1m 0.00% Added +146.1k +146,064
2 MERCER GLOBAL ADVISORS INC /ADV 0.07% of their portfolio DENVER, CO 2,063,5962.1m $52.8m $52.8m 0.07% Added +7.7k +7,742
3 Clearstead Advisors, LLC 0.24% of their portfolio CLEVELAND, OH 1,011,2841.0m $25.9m $25.9m 0.24% Added +25.4k +25,353
4 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 760,012760.0k $19.4m $19.4m 0.02% Reduced -45.5k -45,541
5 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 729,690729.7k $18.7m $18.7m 0.02% Added +6.7k +6,694
6 Heartwood Wealth Advisors LLC 1.23% of their portfolio RICHMOND, VA 617,758617.8k $15.8m $15.8m 1.23% Added +66.9k +66,869
7 LBMC INVESTMENT ADVISORS, LLC 0.80% of their portfolio BRENTWOOD, TN 577,987578.0k $14.8m $14.8m 0.80% Added +18.3k +18,306
8 Lido Advisors, LLC 0.05% of their portfolio Los Angeles, CA 550,670550.7k $14.1m $14.1m 0.05% Reduced -8.4k -8,351
9 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 543,687543.7k $13.9m $13.9m 0.00% Added +13.2k +13,246
10 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 532,337532.3k $13.6m $13.6m 0.04% Added +39.1k +39,082
11 Hills Bank & Trust Co 0.51% of their portfolio North Liberty, IA 464,604464.6k $11.9m $11.9m 0.51% Added +66.7k +66,699
12 HENGEHOLD CAPITAL MANAGEMENT LLC 0.92% of their portfolio CINCINNATI, OH 461,878461.9k $11.8m $11.8m 0.92% Added +58.5k +58,538
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 445,124445.1k $11.4m $11.4m 0.00% Added +19.5k +19,467
14 UBS Group AG 0.00% of their portfolio ZURICH, V8 436,913436.9k $11.2m $11.2m 0.00% Added +40.5k +40,479
15 Kathmere Capital Management, LLC 0.55% of their portfolio WAYNE, PA 403,121403.1k $10.3m $10.3m 0.55% Added +96.7k +96,705
16 Covington Investment Advisors Inc. 1.33% of their portfolio LIGONIER, PA 402,305402.3k $10.3m $10.3m 1.33% Added +15.7k +15,675
17 Paradiem, LLC 2.18% of their portfolio COVINGTON, LA 395,462395.5k $10.1m $10.1m 2.18% Unchanged
18 HOWLAND CAPITAL MANAGEMENT LLC 0.35% of their portfolio BOSTON, MA 375,297375.3k $9.6m $9.6m 0.35% Reduced -38.1k -38,143
19 Praetorian Wealth Management, Inc. 1.34% of their portfolio CARMEL, CA 302,556302.6k $7.7m $7.7m 1.34% Reduced -1.4k -1,356
20 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 301,334301.3k $7.7m $7.7m 0.00% Added +2.7k +2,654
21 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.10% of their portfolio MINNEAPOLIS, MN 298,060298.1k $7.6m $7.6m 0.10% Added +25.9k +25,877
22 Stratos Wealth Advisors, LLC 0.40% of their portfolio BEACHWOOD, OH 284,461284.5k $7.3m $7.3m 0.40% Added +24.2k +24,203
23 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 272,284272.3k $7.0m $7.0m 0.00% Added +5.8k +5,755
24 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 266,886266.9k $6.8m $6.8m 0.00% Added +85.4k +85,399
25 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 199,769199.8k $5.1m $5.1m 0.02% Added +48.3k +48,291
26 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.03% of their portfolio IRVING, TX 187,694187.7k $4.8m $4.8m 0.03% Added +17.7k +17,678
27 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 184,153184.2k $4.7m $4.7m 0.00% Reduced -2.8k -2,813
28 Cyndeo Wealth Partners, LLC 0.22% of their portfolio ST. PETERSBURG, FL 179,513179.5k $4.6m $4.6m 0.22% Added +16.5k +16,500
29 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 175,777175.8k $4.5m $4.5m 0.00% Reduced -48.5k -48,549
30 Sound View Wealth Advisors Group, LLC 0.26% of their portfolio SAVANNAH, GA 164,866164.9k $4.2m $4.2m 0.26% Added +3.9k +3,942
31 CENTRAL TRUST Co 0.07% of their portfolio JEFFERSON CITY, MO 154,066154.1k $3.9m $3.9m 0.07% Reduced -7.5k -7,508
32 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 142,123142.1k $3.6m $3.6m 0.02% Added +445 +445
33 LEAVELL INVESTMENT MANAGEMENT, INC. 0.12% of their portfolio MOBILE, AL 132,560132.6k $3.4m $3.4m 0.12% Added +4.0k +4,000
34 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 127,204127.2k $3.3m $3.3m 0.00% Added +439 +439
35 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 126,845126.8k $3.2m $3.2m 0.00% Added +27.8k +27,829
36 COLDSTREAM CAPITAL MANAGEMENT INC 0.04% of their portfolio BELLEVUE, WA 123,766123.8k $3.2m $3.2m 0.04% Added +962 +962
37 Quantum Financial Advisors, LLC 0.31% of their portfolio SANTA MONICA, CA 123,149123.1k $3.2m $3.2m 0.31% Reduced -37.2k -37,180
38 Cypress Point Wealth Management, LLC 0.62% of their portfolio DALLAS, TX 119,536119.5k $3.1m $3.1m 0.62% Unchanged
39 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 118,317118.3k $3.0m $3.0m 0.01% Added +23.9k +23,943
40 SONATA CAPITAL GROUP INC 0.86% of their portfolio SEATTLE, WA 104,442104.4k $2.7m $2.7m 0.86% Added +982 +982
41 Atwater Malick LLC 0.57% of their portfolio LANCASTER, PA 101,618101.6k $2.6m $2.6m 0.57% Added +1.8k +1,770
42 Parkway Wealth Management Group, LLC 0.30% of their portfolio Plano, TX 100,372100.4k $2.6m $2.6m 0.30% Added +2.6k +2,632
43 TITLEIST ASSET MANAGEMENT, LLC 0.17% of their portfolio SAN ANTONIO, TX 99,28599.3k $2.5m $2.5m 0.17% New
44 Valmark Advisers, Inc. 0.02% of their portfolio AKRON, OH 87,76887.8k $2.2m $2.2m 0.02% Added +9.6k +9,588
45 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 87,59087.6k $2.2m $2.2m 0.00% Added +3.3k +3,281
46 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 87,41987.4k $2.2m $2.2m 0.00% Reduced -937 -937
47 Summit Financial, LLC 0.02% of their portfolio PARSIPPANY, NJ 86,69586.7k $2.2m $2.2m 0.02% Added +49.1k +49,051
48 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 82,60582.6k $2.1m $2.1m 0.00% New
49 SPINNAKER TRUST 0.10% of their portfolio PORTLAND, ME 80,72980.7k $2.1m $2.1m 0.10% Added +5.9k +5,869
50 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 78,57078.6k $2.0m $2.0m 0.01% Added +364 +364
51 BLUE SQUARE ASSET MANAGEMENT, LLC 0.77% of their portfolio NEW YORK, NY 74,49074.5k $1.9m $1.9m 0.77% Added +824 +824
52 Ellis Investment Partners, LLC 0.28% of their portfolio Berwyn, PA 72,14872.1k $1.8m $1.8m 0.28% Added +20 +20
53 Granite Harbor Advisors, Inc. 0.73% of their portfolio Houston, TX 72,12672.1k $1.8m $1.8m 0.73% Added +8.5k +8,480
54 BENJAMIN EDWARDS INC 0.02% of their portfolio Clayton, MO 71,35771.4k $1.8m $1.8m 0.02% Reduced -31.1k -31,055
55 RIA Advisory Group LLC 0.40% of their portfolio Des Moines, IA 70,24370.2k $1.8m $1.8m 0.40% Added +14.1k +14,104
56 Atlantic Union Bankshares Corp 0.03% of their portfolio GLEN ALLEN, VA 68,36368.4k $1.7m $1.7m 0.03% Reduced -4.7k -4,663
57 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.03% of their portfolio ST. LOUIS, MO 64,60264.6k $1.7m $1.7m 0.03% Reduced -34.5k -34,499
58 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 63,02563.0k $1.6m $1.6m 0.00% Reduced -12.0k -11,980
59 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 57,73657.7k $1.5m $1.5m 0.01% Added +19.7k +19,705
60 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 57,59857.6k $1.5m $1.5m 0.00% Added +31.3k +31,279
61 TRUE Private Wealth Advisors 0.12% of their portfolio Salem, OR 56,01956.0k $1.4m $1.4m 0.12% Added +24.7k +24,698
62 WOODMONT INVESTMENT COUNSEL LLC 0.08% of their portfolio NASHVILLE, TN 55,83255.8k $1.4m $1.4m 0.08% Reduced -12.8k -12,787
63 Kastel Capital Advisors, LLC 0.88% of their portfolio WELLESLEY, MA 54,34054.3k $1.4m $1.4m 0.88% Added +71 +71
64 SENTINEL PENSION ADVISORS, LLC 0.18% of their portfolio WAKEFIELD, MA 52,59652.6k $1.3m $1.3m 0.18% Added +429 +429
65 Capital Investment Advisors, LLC 0.02% of their portfolio ATLANTA, GA 52,57652.6k $1.3m $1.3m 0.02% Reduced -380 -380
66 Evergreen Private Wealth LLC 0.49% of their portfolio GREENWOOD VILLAGE, CO 51,63051.6k $1.3m $1.3m 0.49% Added +195 +195
67 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 50,02950.0k $1.3m $1.3m 0.00% Added +26.9k +26,857
68 Godshalk Welsh Capital Management, Inc. 0.68% of their portfolio RADNOR, PA 49,50049.5k $1.3m $1.3m 0.68% Added +2.5k +2,500
69 Lantz Financial LLC 0.23% of their portfolio NAPERVILLE, IL 49,30749.3k $1.3m $1.3m 0.23% Added +2.1k +2,143
70 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.09% of their portfolio FORT WAYNE, IN 49,15449.2k $1.3m $1.3m 0.09% Unchanged
71 Envision Financial Planning, LLC 0.40% of their portfolio MEMPHIS, TN 48,13148.1k $1.2m $1.2m 0.40% Added +3.3k +3,338
72 GC Wealth Management RIA, LLC 0.07% of their portfolio Cambridge, MA 46,52246.5k $1.2m $1.2m 0.07% Added +904 +904
73 Mariner, LLC 0.00% of their portfolio Overland Park, KS 46,35846.4k $1.2m $1.2m 0.00% Added +1.3k +1,278
74 Rossmore Private Capital 0.10% of their portfolio GLASTONBURY, CT 45,94045.9k $1.2m $1.2m 0.10% Added +2.0k +1,963
75 SUMMITPOINT CAPITAL MANAGEMENT 1.27% of their portfolio LITTLETON, CO 45,92745.9k $1.2m $1.2m 1.27% Unchanged
76 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 43,13343.1k $1.1m $1.1m 0.00% Reduced -87 -87
77 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 42,79242.8k $1.1m $1.1m 0.00% Reduced -46 -46
78 PSI Advisors, LLC 0.25% of their portfolio TAMPA, FL 42,30042.3k $1.1m $1.1m 0.25% Reduced -36.8k -36,800
79 Glenview Trust Co 0.01% of their portfolio Louisville, KY 40,92940.9k $1.0m $1.0m 0.01% Added +2.5k +2,500
80 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 40,42240.4k $1.0m $1.0m 0.01% Added +1.5k +1,536
81 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 40,21740.2k $1.0m $1.0m 0.01% Reduced -2.2k -2,234
82 Legacy Private Trust Co. 0.06% of their portfolio NEENAH, WI 39,52339.5k $1.0m $1.0m 0.06% Unchanged
83 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 37,85837.9k $968.4k $968.4k 0.00% New
84 Crews Bank & Trust 0.13% of their portfolio PORT CHARLOTTE, FL 37,62137.6k $962.3k $962.3k 0.13% Unchanged
85 Jacobi Capital Management LLC 0.05% of their portfolio PITTSTON, PA 36,92736.9k $944.6k $944.6k 0.05% New
86 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 36,73636.7k $939.7k $939.7k 0.02% Added +9.6k +9,596
87 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 35,23435.2k $901.3k $901.3k 0.01% Added +27 +27
88 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 35,00035.0k $895.3k $895.3k 0.00% Unchanged
89 Curbstone Financial Management Corp 0.15% of their portfolio MANCHESTER, NH 34,80034.8k $890.2k $890.2k 0.15% Reduced -150 -150
90 Gryphon Financial Partners LLC 0.08% of their portfolio COLUMBUS, OH 34,48534.5k $882.1k $882.1k 0.08% Unchanged
91 Wick Capital Partners, LLC 0.13% of their portfolio WAYNE, PA 33,66433.7k $861.1k $861.1k 0.13% Unchanged
92 MEMBERS WEALTH LLC 0.47% of their portfolio MEDIA, PA 33,38533.4k $854.0k $854.0k 0.47% Added +17.9k +17,915
93 HEFFERNAN ADVISORY, INC 0.71% of their portfolio FLAGSTAFF, AZ 33,14833.1k $847.9k $847.9k 0.71% Unchanged
94 First National Trust Co 0.03% of their portfolio Johnstown, PA 32,55232.6k $832.7k $832.7k 0.03% Reduced -5.1k -5,052
95 REGIONS FINANCIAL CORP 0.00% of their portfolio BIRMINGHAM, AL 32,37132.4k $828.1k $828.1k 0.00% Added +4.4k +4,378
96 Roof Eidam Maycock Peralta, LLC 0.16% of their portfolio San Francisco, CA 31,96932.0k $817.8k $817.8k 0.16% Added +45 +45
97 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 31,77231.8k $812.7k $812.7k 0.01% Added +5.4k +5,389
98 Aspen Wealth Management LLC 0.14% of their portfolio FORT WORTH, TX 31,43531.4k $804.1k $804.1k 0.14% Reduced -13.4k -13,419
99 Snowden Capital Advisors LLC 0.02% of their portfolio New York, NY 31,40031.4k $803.2k $803.2k 0.02% Added +400 +400
100 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 30,22830.2k $773.2k $773.2k 0.00% Added +2.8k +2,819