Vault-13

ISHARES TR BGRN

USD GRN BOND ETF · ETP · CUSIP 46435U440

134 institutional holders +2 vs Q1 2026
7,979,2218.0m shares reported held*
$398.1mreported value*
14 new 68 added 23 reduced 11 sold out net bought ≈ $51.8m (+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 ($359.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $49.89.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 73Q4 22: 92Q1 23: 91Q2 23: 97Q3 23: 97Q4 23: 103Q1 24: 110Q2 24: 116Q3 24: 111Q4 24: 120Q1 25: 119Q2 25: 118Q3 25: 121Q4 25: 120Q1 26: 132Q2 26: 134134Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202273
Q4 202292
Q1 202391
Q2 202397
Q3 202397
Q4 2023103
Q1 2024110
Q2 2024116
Q3 2024111
Q4 2024120
Q1 2025119
Q2 2025118
Q3 2025121
Q4 2025120
Q1 2026132
Q2 2026134

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 57 bought or addedQ3 24: 33 cut or sold outQ4 24: 70 bought or addedQ4 24: 31 cut or sold outQ4 24Q1 25: 71 bought or addedQ1 25: 40 cut or sold outQ2 25: 70 bought or addedQ2 25: 38 cut or sold outQ2 25Q3 25: 77 bought or addedQ3 25: 27 cut or sold outQ4 25: 68 bought or addedQ4 25: 33 cut or sold outQ4 25Q1 26: 74 bought or addedQ1 26: 34 cut or sold outQ2 26: 82 bought or addedQ2 26: 34 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245733
Q4 20247031
Q1 20257140
Q2 20257038
Q3 20257727
Q4 20256833
Q1 20267434
Q2 20268234

Biggest buyers

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co New +531,914+531.9k
Betterment LLC Added +128,268+128.3k
MERCER GLOBAL ADVISORS INC /ADV Added +74,015+74.0k
Empower Advisory Group, LLC Added +57,405+57.4k
BANK OF AMERICA CORP /DE/ Added +57,092+57.1k
Gateway Wealth Partners, LLC New +51,724+51.7k
JANE STREET GROUP, LLC Added +39,881+39.9k
LPL Financial LLC Added +34,400+34.4k
Impact Investors, Inc Added +32,177+32.2k
ASSETMARK, INC Added +17,794+17.8k

Biggest sellers

CITADEL ADVISORS LLC Sold out -12,792-12.8k
Mariner, LLC Sold out -12,104-12.1k
GOLDMAN SACHS GROUP INC Sold out -7,920-7.9k
Private Wealth Management Group, LLC Reduced -5,946-5.9k
EP Wealth Advisors, LLC Sold out -5,657-5.7k
Savant Capital, LLC Reduced -4,643-4.6k
Kestra Advisory Services, LLC Reduced -2,932-2.9k
Clarity Asset Management, Inc. Sold out -2,809-2.8k
Aprio Wealth Management, LLC Reduced -2,625-2.6k
Falcon Wealth Planning Reduced -2,321-2.3k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Betterment LLC 0.12% of their portfolio NEW YORK, NY 1,509,4231.5m $71.7m $71.7m 0.12% Added +128.3k +128,268
2 MERCER GLOBAL ADVISORS INC /ADV 0.08% of their portfolio DENVER, CO 1,287,3161.3m $61.1m $61.1m 0.08% Added +74.0k +74,015
3 Empower Advisory Group, LLC 0.13% of their portfolio Greenwood Village, CO 1,158,3801.2m $55.0m $55.0m 0.13% Added +57.4k +57,405
4 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 24.08% of their portfolio CINCINNATI, OH 531,914531.9k $43.5m $43.5m 24.08% New
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 476,001476.0k $22.6m $22.6m 0.00% Added +57.1k +57,092
6 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 256,931256.9k $12.2m $12.2m 0.00% Added +90 +90
7 Francis Financial, Inc. 1.98% of their portfolio NEW YORK, NY 254,794254.8k $12.1m $12.1m 1.98% Added +6.4k +6,387
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 221,988222.0k $10.5m $10.5m 0.00% Added +34.4k +34,400
9 Impact Investors, Inc 7.01% of their portfolio SAN FRANCISCO, CA 201,844201.8k $9.6m $9.6m 7.01% Added +32.2k +32,177
10 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 201,096201.1k $9.5m $9.5m 0.01% Added +11.1k +11,122
11 SEEDS INVESTOR LLC 0.69% of their portfolio NEW YORK, NY 140,678140.7k $6.7m $6.7m 0.69% Added +850 +850
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 119,432119.4k $5.7m $5.7m 0.00% Added +6.7k +6,669
13 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 100,388100.4k $4.8m $4.8m 0.01% Added +17.8k +17,794
14 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 100,324100.3k $4.8m $4.8m 0.00% Added +216 +216
15 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 83,78583.8k $4.0m $4.0m 0.00% Added +8.3k +8,342
16 Laurel Wealth Planning LLC 1.52% of their portfolio EDINA, MN 72,37872.4k $3.4m $3.4m 1.52% Added +2.7k +2,662
17 UBS Group AG 0.00% of their portfolio ZURICH, V8 71,76971.8k $3.4m $3.4m 0.00% Added +831 +831
18 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 64,68564.7k $3.1m $3.1m 0.00% Added +402 +402
19 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 52,00652.0k $2.5m $2.5m 0.00% Added +39.9k +39,881
20 Gateway Wealth Partners, LLC 0.15% of their portfolio APPLETON, WI 51,72451.7k $2.5m $2.5m 0.15% New
21 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.03% of their portfolio MINNEAPOLIS, MN 48,57848.6k $2.3m $2.3m 0.03% Added +1.7k +1,736
22 Plum Street Advisors, LLC 0.72% of their portfolio NEW ORLEANS, LA 47,42947.4k $2.3m $2.3m 0.72% Added +499 +499
23 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 39,50439.5k $1.9m $1.9m 0.00% Added +121 +121
24 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 36,18736.2k $1.7m $1.7m 0.01% Unchanged
25 Johnson Financial Group, LLC 0.08% of their portfolio Denver, CO 32,93532.9k $1.6m $1.6m 0.08% Added +3.6k +3,631
26 Wealthfront Advisers LLC 0.00% of their portfolio Palo Alto, CA 32,18532.2k $1.5m $1.5m 0.00% Added +967 +967
27 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 27,10027.1k $1.3m $1.3m 0.00% Added +8.4k +8,425
28 Brio Consultants, LLC 0.15% of their portfolio SAN FRANCISCO, CA 27,08327.1k $1.3m $1.3m 0.15% Added +657 +657
29 Invera Wealth Advisors, LLC 0.66% of their portfolio BEND, OR 25,82725.8k $1.2m $1.2m 0.66% Added +550 +550
30 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 25,76425.8k $1.2m $1.2m 0.00% Added +10.8k +10,759
31 Equita Financial Network, Inc. 0.34% of their portfolio FORT WASHINGTON, PA 25,64325.6k $1.2m $1.2m 0.34% Added +2.4k +2,389
32 Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio BERWYN, PA 24,57624.6k $1.2m $1.2m 0.01% Added +1.7k +1,702
33 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 23,84223.8k $1.1m $1.1m 0.01% Added +2.1k +2,061
34 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 22,30522.3k $1.1m $1.1m 0.00% Added +7.5k +7,456
35 Northwest & Ethical Investments L.P. 0.02% of their portfolio TORONTO, A6 21,65621.7k $1.0m $1.0m 0.02% Unchanged
36 Private Wealth Management Group, LLC 0.23% of their portfolio PRINCETON, NJ 21,25021.2k $1.0m $1.0m 0.23% Reduced -5.9k -5,946
37 ZEVIN ASSET MANAGEMENT LLC 0.14% of their portfolio BOSTON, MA 20,55520.6k $975.8k $975.8k 0.14% Reduced -56 -56
38 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 19,56719.6k $928.9k $928.9k 0.00% Added +827 +827
39 Midwest Financial Partners Investments, Inc. 0.37% of their portfolio ST. CLOUD, MN 18,92118.9k $898.2k $898.2k 0.37% Reduced -82 -82
40 Bank Julius Baer & Co. Ltd, Zurich 0.00% of their portfolio ZURICH, V8 18,70018.7k $887.7k $887.7k 0.00% Unchanged
41 Omega Financial Group, LLC 0.27% of their portfolio Santa Barbara, CA 18,66418.7k $886.0k $886.0k 0.27% Reduced -131 -131
42 Walkner Condon Financial Advisors LLC 0.10% of their portfolio MADISON, WI 18,27618.3k $867.6k $867.6k 0.10% Added +334 +334
43 Falcon Wealth Planning 0.05% of their portfolio Ontario, CA 17,89117.9k $849.3k $849.3k 0.05% Reduced -2.3k -2,321
44 Livet Wealth, LLC 0.48% of their portfolio SALT LAKE CITY, UT 17,62117.6k $836.5k $836.5k 0.48% Added +987 +987
45 Shotwell Rutter Baer Inc 0.45% of their portfolio LANSING, MI 17,36117.4k $824.2k $824.2k 0.45% Added +816 +816
46 Compound Planning, Inc. 0.02% of their portfolio NEW YORK, NY 17,17417.2k $815.3k $815.3k 0.02% Added +209 +209
47 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 17,04417.0k $809.1k $809.1k 0.00% Added +182 +182
48 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 16,53016.5k $784.7k $784.7k 0.01% Added +1.6k +1,624
49 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 16,44016.4k $780.5k $780.5k 0.02% Reduced -400 -400
50 Tanager Wealth Management LLP 0.06% of their portfolio Goring On Thames, X0 15,09015.1k $716.4k $716.4k 0.06% Added +237 +237
51 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 14,54214.5k $690.0k $690.0k 0.00% New
52 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 14,36314.4k $681.8k $681.8k 0.00% Reduced -1.3k -1,317
53 Cardinal Point Capital Management ULC 0.04% of their portfolio TORONTO, A6 13,84113.8k $657.1k $657.1k 0.04% Added +3 +3
54 Sound View Wealth Advisors Group, LLC 0.04% of their portfolio SAVANNAH, GA 12,36012.4k $586.8k $586.8k 0.04% Reduced -406 -406
55 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 12,18012.2k $578.2k $578.2k 0.00% Added +333 +333
56 XY Planning Network, Inc. 0.07% of their portfolio BOZEMAN, MT 11,83911.8k $562.0k $562.0k 0.07% Reduced -1.2k -1,227
57 Ameritas Investment Partners, Inc. 0.01% of their portfolio LINCOLN, NE 11,57711.6k $549.6k $549.6k 0.01% Added +860 +860
58 Vontobel Holding Ltd. 0.00% of their portfolio ZURICH, V8 10,89910.9k $517.4k $517.4k 0.00% Reduced -887 -887
59 Aprio Wealth Management, LLC 0.02% of their portfolio ATLANTA, GA 9,6569.7k $458.4k $458.4k 0.02% Reduced -2.6k -2,625
60 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 9,1159.1k $432.7k $432.7k 0.00% Reduced -4.6k -4,643
61 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 9,0039.0k $427.4k $427.4k 0.00% Added +54 +54
62 Values Added Financial LLC 0.15% of their portfolio WASHINGTON, DC 8,8498.8k $420.1k $420.1k 0.15% Added +3.5k +3,520
63 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 8,5808.6k $407.3k $407.3k 0.00% New
64 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 8,4988.5k $403.4k $403.4k 0.00% Added +934 +934
65 KilterHowling LLC 0.16% of their portfolio BOULDER, CO 7,4967.5k $355.9k $355.9k 0.16% Reduced -345 -345
66 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 7,3987.4k $351.2k $351.2k 0.00% Added +416 +416
67 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 6,9687.0k $330.8k $330.8k 0.00% Reduced -2.9k -2,932
68 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 6,9567.0k $330.2k $330.2k 0.00% Added +14 +14
69 Torren Management, LLC 0.16% of their portfolio SAN DIEGO, CA 6,8256.8k $324.0k $324.0k 0.16% Added +165 +165
70 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 6,6416.6k $315.3k $315.3k 0.00% Unchanged
71 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 6,6416.6k $315.3k $315.3k 0.00% New
72 DORVAL Corp 0.09% of their portfolio MAPLE GROVE, MN 6,3796.4k $302.8k $302.8k 0.09% Added +1 +1
73 FIDUCIARY FINANCIAL ADVISORS 0.03% of their portfolio GRAND RAPIDS, MI 6,1816.2k $293.4k $293.4k 0.03% New
74 LRI Investments, LLC 0.02% of their portfolio PALM BEACH GARDENS, FL 6,1586.2k $292.3k $292.3k 0.02% Unchanged
75 CIBC Bancorp USA Inc. 0.00% of their portfolio CHICAGO, IL 6,1526.2k $292.1k $292.1k 0.00% Unchanged
76 COREPATH WEALTH PARTNERS LLC 0.18% of their portfolio SCOTTSDALE, AZ 6,0976.1k $287.2k $287.2k 0.18% New
77 GWN SECURITIES INC. 0.05% of their portfolio Palm Beach Gardens, FL 6,0026.0k $284.9k $284.9k 0.05% Reduced -871 -871
78 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 5,5005.5k $259.9k $259.9k 0.00% Unchanged
79 ZENITH SOLUTIONS, INC. 0.24% of their portfolio PHILADELPHIA, PA 5,4945.5k $260.8k $260.8k 0.24% First filing
80 Storen Legacy Partners, LLC 0.07% of their portfolio ZIONSVILLE, IN 5,4225.4k $257.4k $257.4k 0.07% New
81 Morton Brown Family Wealth, LLC 0.06% of their portfolio ALLENTOWN, PA 5,2025.2k $247.0k $247.0k 0.06% Added +325 +325
82 Continuum Advisory, LLC 0.02% of their portfolio EAGLE, ID 5,1765.2k $245.7k $245.7k 0.02% Added +697 +697
83 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 4,9344.9k $234.2k $234.2k 0.00% Added +52 +52
84 Rossby Financial, LCC 0.04% of their portfolio MELBOURNE, FL 4,8824.9k $231.8k $231.8k 0.04% Added +191 +191
85 Pinnacle Financial Partners, Inc. 0.00% of their portfolio ATLANTA, GA 4,8114.8k $228.4k $228.4k 0.00% Unchanged
86 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 4,5134.5k $214.3k $214.3k 0.00% Added +233 +233
87 Perigon Wealth Management, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4,2214.2k $200.4k $200.4k 0.00% Unchanged
88 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 3,3323.3k $158.2k $158.2k 0.00% Unchanged
89 Sachetta, LLC 0.06% of their portfolio LYNNFIELD, MA 2,6892.7k $127.7k $127.7k 0.06% Added +100 +100
90 Westfuller Advisors, LLC 0.04% of their portfolio New York, NY 2,4592.5k $116.7k $116.7k 0.04% Added +16 +16
91 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 2,2452.2k $106.6k $106.6k 0.00% New
92 Trust Co 0.01% of their portfolio MANHATTAN, KS 1,5481.5k $73.5k $73.5k 0.01% Added +3 +3
93 Silver Grove Financial Group, Inc. 0.03% of their portfolio ORCHARD PARK, NY 1,3611.4k $64.6k $64.6k 0.03% Unchanged
94 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 1,1001.1k $52.2k $52.2k 0.00% New
95 CBIZ Investment Advisory Services, LLC 0.00% of their portfolio INDEPENDENCE, OH 1,0951.1k $52.0k $52.0k 0.00% Unchanged
96 RICHARDSON FINANCIAL SERVICES INC. 0.03% of their portfolio MEDWAY, MA 971971 $46.1k $46.1k 0.03% Added +30 +30
97 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 965965 $45.8k $45.8k 0.00% Reduced -1.5k -1,477
98 Archer Investment Corp 0.00% of their portfolio Carmel, IN 926926 $44.0k $44.0k 0.00% Added +463 +463
99 Smithfield Trust Co 0.00% of their portfolio PITTSBURGH, PA 920920 $44.0k $44.0k 0.00% Unchanged
100 Robinswood Financial LLC 0.01% of their portfolio KIRKLAND, WA 797797 $37.8k $37.8k 0.01% Added +150 +150