Vault-13

ISHARES TR

IBONDS DEC 25 · CUSIP 46435U432

167 institutional holders +0 vs Q1 2025
13,343,67613.3m shares reported held*
$357.2mreported value*
14 new 59 added 52 reduced 12 sold out net sold ≈ $38.0m (-1.4m 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 ≈ $26.77.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 109Q4 22: 126Q1 23: 135Q2 23: 134Q3 23: 138Q4 23: 154Q1 24: 151Q2 24: 156Q3 24: 156Q4 24: 168Q1 25: 167Q2 25: 167167Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022109
Q4 2022126
Q1 2023135
Q2 2023134
Q3 2023138
Q4 2023154
Q1 2024151
Q2 2024156
Q3 2024156
Q4 2024168
Q1 2025167
Q2 2025167

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 71 bought or addedQ3 23: 43 cut or sold outQ4 23: 79 bought or addedQ4 23: 54 cut or sold outQ4 23Q1 24: 74 bought or addedQ1 24: 68 cut or sold outQ2 24: 76 bought or addedQ2 24: 55 cut or sold outQ2 24Q3 24: 73 bought or addedQ3 24: 54 cut or sold outQ4 24: 72 bought or addedQ4 24: 64 cut or sold outQ4 24Q1 25: 68 bought or addedQ1 25: 73 cut or sold outQ2 25: 73 bought or addedQ2 25: 64 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20237143
Q4 20237954
Q1 20247468
Q2 20247655
Q3 20247354
Q4 20247264
Q1 20256873
Q2 20257364

Biggest buyers

ROYAL BANK OF CANADA Added +106,288+106.3k
Reliant Wealth Planning New +76,769+76.8k
NewEdge Advisors, LLC Added +51,710+51.7k
LPL Financial LLC Added +51,563+51.6k
Lido Advisors, LLC Added +35,002+35.0k
Atlantic Union Bankshares Corp New +32,267+32.3k
HARBOUR INVESTMENTS, INC. Added +32,029+32.0k
VestGen Advisors, LLC New +30,013+30.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +27,236+27.2k
Financial Advisory Corp New +27,099+27.1k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -564,530-564.5k
MERCER GLOBAL ADVISORS INC /ADV Reduced -553,242-553.2k
PSI Advisors, LLC Sold out -168,817-168.8k
MORGAN STANLEY Reduced -125,963-126.0k
BANK OF AMERICA CORP /DE/ Reduced -100,444-100.4k
Quantum Financial Advisors, LLC Sold out -93,672-93.7k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -86,803-86.8k
RAYMOND JAMES FINANCIAL INC Reduced -74,676-74.7k
SENTINEL PENSION ADVISORS, LLC Reduced -45,172-45.2k
US BANCORP \DE\ Reduced -39,708-39.7k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,574,8391.6m $42.1m $42.1m 0.00% Reduced -100.4k -100,444
2 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 561,986562.0k $15.0m $15.0m 0.02% Reduced -39.7k -39,708
3 Kathmere Capital Management, LLC 1.04% of their portfolio WAYNE, PA 504,558504.6k $13.5m $13.5m 1.04% Reduced -22.1k -22,149
4 NewEdge Advisors, LLC 0.07% of their portfolio NEW ORLEANS, LA 480,900480.9k $12.9m $12.9m 0.07% Added +51.7k +51,710
5 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 412,808412.8k $11.0m $11.0m 0.00% Reduced -3.6k -3,593
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 409,968410.0k $11.0m $11.0m 0.00% Added +51.6k +51,563
7 Integrated Wealth Concepts LLC 0.09% of their portfolio WALTHAM, MA 334,113334.1k $8.9m $8.9m 0.09% Reduced -6.0k -5,989
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 322,413322.4k $8.6m $8.6m 0.00% Reduced -126.0k -125,963
9 Lido Advisors, LLC 0.04% of their portfolio Los Angeles, CA 312,295312.3k $8.4m $8.4m 0.04% Added +35.0k +35,002
10 LEAVELL INVESTMENT MANAGEMENT, INC. 0.36% of their portfolio MOBILE, AL 301,659301.7k $8.1m $8.1m 0.36% Reduced -4.5k -4,527
11 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 297,937297.9k $8.0m $8.0m 0.01% Reduced -24.7k -24,688
12 Hills Bank & Trust Co 0.50% of their portfolio North Liberty, IA 297,321297.3k $8.0m $8.0m 0.50% Added +1.6k +1,559
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 295,034295.0k $7.9m $7.9m 0.00% Reduced -564.5k -564,530
14 UBS Group AG 0.00% of their portfolio ZURICH, V8 281,521281.5k $7.5m $7.5m 0.00% Reduced -9.7k -9,705
15 LBMC INVESTMENT ADVISORS, LLC 0.52% of their portfolio BRENTWOOD, TN 274,808274.8k $7.4m $7.4m 0.52% Added +252 +252
16 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 267,053267.1k $7.1m $7.1m 0.02% Reduced -553.2k -553,242
17 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 257,758257.8k $6.9m $6.9m 0.00% Reduced -74.7k -74,676
18 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 255,312255.3k $6.8m $6.8m 0.00% Added +18.0k +17,961
19 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 253,922253.9k $6.8m $6.8m 0.01% Added +5.3k +5,253
20 Covington Investment Advisors Inc. 0.94% of their portfolio LIGONIER, PA 244,908244.9k $6.6m $6.6m 0.94% Reduced -18.3k -18,275
21 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 223,998224.0k $6.0m $6.0m 0.00% Added +106.3k +106,288
22 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 169,978170.0k $4.5m $4.5m 0.01% Reduced -86.8k -86,803
23 Sound View Wealth Advisors Group, LLC 0.32% of their portfolio SAVANNAH, GA 163,749163.7k $4.4m $4.4m 0.32% Added +17.3k +17,269
24 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.07% of their portfolio MINNEAPOLIS, MN 161,350161.3k $4.3m $4.3m 0.07% Added +12.7k +12,692
25 Praetorian Wealth Management, Inc. 0.96% of their portfolio CARMEL, CA 156,257156.3k $4.2m $4.2m 0.96% Reduced -16.5k -16,486
26 Cyndeo Wealth Partners, LLC 0.21% of their portfolio ST. PETERSBURG, FL 133,869133.9k $3.6m $3.6m 0.21% Reduced -8.0k -7,993
27 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 129,305129.3k $3.5m $3.5m 0.01% Reduced -21.2k -21,201
28 REGIONS FINANCIAL CORP 0.02% of their portfolio BIRMINGHAM, AL 116,622116.6k $3.1m $3.1m 0.02% Added +8.7k +8,747
29 CENTRAL TRUST Co 0.07% of their portfolio JEFFERSON CITY, MO 115,771115.8k $3.1m $3.1m 0.07% Added +7.1k +7,116
30 Paradiem, LLC 0.78% of their portfolio COVINGTON, LA 114,986115.0k $3.1m $3.1m 0.78% Unchanged
31 Cypress Point Wealth Management, LLC 0.74% of their portfolio DALLAS, TX 113,000113.0k $3.0m $3.0m 0.74% Unchanged
32 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 103,195103.2k $2.8m $2.8m 0.00% Added +26.3k +26,261
33 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 103,098103.1k $2.8m $2.8m 0.02% Reduced -152 -152
34 Atwater Malick LLC 0.87% of their portfolio LANCASTER, PA 102,565102.6k $2.7m $2.7m 0.87% Added +1.2k +1,197
35 Valmark Advisers, Inc. 0.04% of their portfolio AKRON, OH 101,835101.8k $2.7m $2.7m 0.04% Added +5.0k +5,050
36 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 100,144100.1k $2.7m $2.7m 0.02% Reduced -7.8k -7,798
37 WOODMONT INVESTMENT COUNSEL LLC 0.16% of their portfolio NASHVILLE, TN 92,25392.3k $2.5m $2.5m 0.16% Reduced -4.0k -4,004
38 Stratos Wealth Partners, LTD. 0.03% of their portfolio BEACHWOOD, OH 91,83791.8k $2.5m $2.5m 0.03% Reduced -11.4k -11,368
39 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 91,05591.1k $2.4m $2.4m 0.01% Added +7.9k +7,934
40 SONATA CAPITAL GROUP INC 0.97% of their portfolio SEATTLE, WA 90,91090.9k $2.4m $2.4m 0.97% Unchanged
41 HOWLAND CAPITAL MANAGEMENT LLC 0.09% of their portfolio BOSTON, MA 81,02081.0k $2.2m $2.2m 0.09% Reduced -1.2k -1,180
42 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 77,45577.5k $2.1m $2.1m 0.00% Reduced -4.9k -4,891
43 Reliant Wealth Planning 0.80% of their portfolio LOUISVILLE, KY 76,76976.8k $2.1m $2.1m 0.80% New
44 CWM, LLC 0.01% of their portfolio OMAHA, NE 76,53476.5k $2.0m $2.0m 0.01% Added +4.8k +4,833
45 COLDSTREAM CAPITAL MANAGEMENT INC 0.03% of their portfolio BELLEVUE, WA 67,94767.9k $1.8m $1.8m 0.03% Added +5.6k +5,614
46 New England Private Wealth Advisors LLC 0.25% of their portfolio WELLESLEY, MA 65,06465.1k $1.7m $1.7m 0.25% Added +225 +225
47 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 63,69663.7k $1.7m $1.7m 0.01% Added +8.7k +8,674
48 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 63,63263.6k $1.7m $1.7m 0.00% Reduced -1.1k -1,121
49 Capital Investment Advisors, LLC 0.03% of their portfolio ATLANTA, GA 61,77061.8k $1.7m $1.7m 0.03% Added +1.4k +1,418
50 Leo Wealth, LLC 0.12% of their portfolio HURST, TX 56,52656.5k $1.5m $1.5m 0.12% Unchanged
51 Signature Wealth Management Group 0.59% of their portfolio ATLANTA, GA 55,80455.8k $1.5m $1.5m 0.59% Added +734 +734
52 RIA Advisory Group LLC 0.42% of their portfolio Des Moines, IA 53,61753.6k $1.4m $1.4m 0.42% Added +2.5k +2,545
53 Scissortail Wealth Management, LLC 0.34% of their portfolio TULSA, OK 52,80452.8k $1.4m $1.4m 0.34% Reduced -9.4k -9,356
54 Mariner, LLC 0.00% of their portfolio Overland Park, KS 51,45951.5k $1.4m $1.4m 0.00% Reduced -349 -349
55 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 50,37150.4k $1.3m $1.3m 0.02% Added +3.9k +3,850
56 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 49,12449.1k $1.3m $1.3m 0.01% Reduced -19.7k -19,721
57 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 48,35648.4k $1.3m $1.3m 0.00% Added +789 +789
58 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.09% of their portfolio FORT WAYNE, IN 48,29148.3k $1.3m $1.3m 0.09% Added +7.5k +7,487
59 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 46,69246.7k $1.2m $1.2m 0.00% Added +7.0k +6,993
60 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 46,10046.1k $1.2m $1.2m 0.03% Added +249 +249
61 Modern Wealth Management, LLC 0.03% of their portfolio KANSAS CITY, MO 43,48343.5k $1.2m $1.2m 0.03% Added +6.6k +6,603
62 BLUE SQUARE ASSET MANAGEMENT, LLC 0.54% of their portfolio NEW YORK, NY 43,04543.0k $1.2m $1.2m 0.54% Reduced -865 -865
63 Granite Harbor Advisors, Inc. 0.50% of their portfolio Houston, TX 39,40939.4k $1.1m $1.1m 0.50% Reduced -936 -936
64 SENTINEL PENSION ADVISORS, LLC 0.17% of their portfolio WAKEFIELD, MA 38,39038.4k $1.0m $1.0m 0.17% Reduced -45.2k -45,172
65 Lantz Financial LLC 0.26% of their portfolio NAPERVILLE, IL 38,29338.3k $1.0m $1.0m 0.26% Added +1.2k +1,173
66 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 38,21838.2k $1.0m $1.0m 0.01% Reduced -546 -546
67 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 36,03236.0k $964.3k $964.3k 0.01% Reduced -8.2k -8,221
68 Revisor Wealth Management LLC 0.34% of their portfolio AKRON, OH 35,36235.4k $945.2k $945.2k 0.34% Unchanged
69 Foundry Financial Group, Inc. 0.53% of their portfolio LACONIA, NH 34,91234.9k $934.4k $934.4k 0.53% Reduced -1.1k -1,120
70 Strid Group, LLC 0.13% of their portfolio NEWTOWN SQUARE, PA 33,75333.8k $903.3k $903.3k 0.13% Unchanged
71 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 33,36033.4k $892.8k $892.8k 0.00% Added +20.4k +20,359
72 NorthCoast Asset Management LLC 0.00% of their portfolio STAMFORD, CT 32,81732.8k $878.3k $878.3k 0.00% Added +12.3k +12,297
73 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 32,65932.7k $874.1k $874.1k 0.02% Added +32.0k +32,029
74 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 32,42832.4k $867.9k $867.9k 0.02% Added +433 +433
75 Asset Dedication, LLC 0.06% of their portfolio SAN FRANCISCO, CA 32,34132.3k $865.6k $865.6k 0.06% Added +22.5k +22,497
76 Atlantic Union Bankshares Corp 0.02% of their portfolio GLEN ALLEN, VA 32,26732.3k $863.6k $863.6k 0.02% New
77 SPINNAKER TRUST 0.05% of their portfolio PORTLAND, ME 31,37031.4k $839.6k $839.6k 0.05% Reduced -310 -310
78 Resonant Capital Advisors, LLC 0.05% of their portfolio Madison, WI 30,02030.0k $803.4k $803.4k 0.05% Unchanged
79 VestGen Advisors, LLC 0.03% of their portfolio CHICAGO, IL 30,01330.0k $803.2k $803.2k 0.03% New
80 GC Wealth Management RIA, LLC 0.07% of their portfolio Cambridge, MA 29,82929.8k $798.3k $798.3k 0.07% Reduced -623 -623
81 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 29,65029.6k $793.5k $793.5k 0.00% Added +7.7k +7,689
82 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 28,26728.3k $757.0k $757.0k 0.00% Added +16.4k +16,381
83 Glenview Trust Co 0.01% of their portfolio Louisville, KY 28,14828.1k $753.3k $753.3k 0.01% Unchanged
84 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 28,05228.1k $750.8k $750.8k 0.00% Added +14.1k +14,069
85 BEACON FINANCIAL PLANNING, INC 0.41% of their portfolio HYANNIS, MA 27,24027.2k $729.0k $729.0k 0.41% Added +41 +41
86 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 27,23627.2k $728.9k $728.9k 0.00% New
87 Financial Advisory Corp 0.11% of their portfolio Grand Rapids, MI 27,09927.1k $725.3k $725.3k 0.11% New
88 RIVERCHASE WEALTH MANAGEMENT, LLC 0.43% of their portfolio Flower Mound, TX 25,25525.3k $675.9k $675.9k 0.43% Added +150 +150
89 CFS Investment Advisory Services, LLC 0.05% of their portfolio TOTOWA, NJ 24,70924.7k $661.0k $661.0k 0.05% Reduced -101 -101
90 Crews Bank & Trust 0.10% of their portfolio PORT CHARLOTTE, FL 24,61724.6k $658.8k $658.8k 0.10% Reduced -124 -124
91 Exchange Capital Management, Inc. 0.09% of their portfolio Ann Arbor, MI 22,71022.7k $607.8k $607.8k 0.09% Unchanged
92 POSTROCK PARTNERS LLC 0.28% of their portfolio OVERLAND PARK, KS 22,26822.3k $596.0k $596.0k 0.28% Added +1.4k +1,400
93 Roof Eidam Maycock Peralta, LLC 0.14% of their portfolio San Francisco, CA 21,90021.9k $586.1k $586.1k 0.14% Unchanged
94 Peloton Wealth Strategists 0.22% of their portfolio INDIANAPOLIS, IN 20,50020.5k $549.0k $549.0k 0.22% Unchanged
95 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 19,60119.6k $524.6k $524.6k 0.00% Reduced -32 -32
96 NOVEM GROUP 0.07% of their portfolio Rochester, NY 19,53819.5k $522.9k $522.9k 0.07% Added +106 +106
97 GOULD ASSET MANAGEMENT LLC /CA/ 0.10% of their portfolio CLAREMONT, CA 19,09519.1k $511.0k $511.0k 0.10% Added +2.6k +2,610
98 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 18,87218.9k $505.1k $505.1k 0.00% Unchanged
99 Parallel Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 18,47818.5k $494.5k $494.5k 0.01% Added +3.4k +3,434
100 Eldridge Investment Advisors, Inc. 0.10% of their portfolio MANCHESTER, NH 17,30717.3k $462.4k $462.4k 0.10% Added +2 +2