Vault-13

ISHARES TR IBDT

IBDS DEC28 ETF · ETP · CUSIP 46435U515

382 institutional holders +17 vs Q2 2025
90,813,46590.8m shares reported held*
$2.3bnreported value*
40 new 223 added 62 reduced 19 sold out net bought ≈ $135.5m (+5.4m 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 ($680.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $25.53.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 105Q4 22: 123Q1 23: 142Q2 23: 157Q3 23: 181Q4 23: 239Q1 24: 264Q2 24: 287Q3 24: 293Q4 24: 331Q1 25: 346Q2 25: 365Q3 25: 382382Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 2022105
Q4 2022123
Q1 2023142
Q2 2023157
Q3 2023181
Q4 2023239
Q1 2024264
Q2 2024287
Q3 2024293
Q4 2024331
Q1 2025346
Q2 2025365
Q3 2025382

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q4 23: 167 bought or addedQ4 23: 34 cut or sold outQ1 24: 193 bought or addedQ1 24: 47 cut or sold outQ1 24Q2 24: 184 bought or addedQ2 24: 62 cut or sold outQ3 24: 198 bought or addedQ3 24: 57 cut or sold outQ3 24Q4 24: 233 bought or addedQ4 24: 46 cut or sold outQ1 25: 238 bought or addedQ1 25: 73 cut or sold outQ1 25Q2 25: 225 bought or addedQ2 25: 82 cut or sold outQ3 25: 263 bought or addedQ3 25: 81 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 202316734
Q1 202419347
Q2 202418462
Q3 202419857
Q4 202423346
Q1 202523873
Q2 202522582
Q3 202526381

Biggest buyers

Vishria Bird Financial Group, LLC New +2,604,008+2.6m
Summit Financial, LLC New +779,796+779.8k
MERCER GLOBAL ADVISORS INC /ADV Added +690,192+690.2k
CONFLUENCE INVESTMENT MANAGEMENT LLC New +399,602+399.6k
JPMORGAN CHASE & CO Added +387,952+388.0k
NOVEM GROUP New +360,820+360.8k
BANK OF AMERICA CORP /DE/ Added +329,228+329.2k
Sanctuary Advisors, LLC Added +327,817+327.8k
MORGAN STANLEY Added +325,179+325.2k
Lido Advisors, LLC Added +293,727+293.7k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -2,105,626-2.1m
ROYAL BANK OF CANADA Reduced -1,832,500-1.8m
CITADEL ADVISORS LLC Reduced -913,328-913.3k
AMERIPRISE FINANCIAL INC Reduced -368,311-368.3k
PFG Private Wealth Management, LLC Sold out -298,661-298.7k
FLOW TRADERS U.S. LLC Sold out -177,664-177.7k
Houlihan Financial Resource Group, Ltd. Reduced -107,660-107.7k
INSTRUMENTAL WEALTH, LLC Sold out -78,859-78.9k
WOODMONT INVESTMENT COUNSEL LLC Reduced -73,686-73.7k
STAR Financial Bank Reduced -70,520-70.5k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 8,144,9138.1m $207.9m $207.9m 0.02% Added +329.2k +329,228
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 4,373,9444.4m $111.6m $111.6m 0.01% Added +325.2k +325,179
3 Capital Investment Advisors, LLC 1.44% of their portfolio ATLANTA, GA 3,415,1603.4m $87.2m $87.2m 1.44% Added +197.3k +197,278
4 MERCER GLOBAL ADVISORS INC /ADV 0.14% of their portfolio DENVER, CO 3,316,0513.3m $84.6m $84.6m 0.14% Added +690.2k +690,192
5 CAPITAL ADVISORS INC/OK 1.37% of their portfolio TULSA, OK 3,212,0103.2m $82.0m $82.0m 1.37% Added +147.5k +147,529
6 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 2,663,4652.7m $68.0m $68.0m 0.02% Added +123.5k +123,510
7 Vishria Bird Financial Group, LLC 13.03% of their portfolio MEMPHIS, TN 2,604,0082.6m $66.5m $66.5m 13.03% New
8 Lido Advisors, LLC 0.25% of their portfolio Los Angeles, CA 2,405,6262.4m $61.4m $61.4m 0.25% Added +293.7k +293,727
9 UBS Group AG 0.01% of their portfolio ZURICH, V8 2,250,6242.3m $57.4m $57.4m 0.01% Added +205.5k +205,545
10 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,986,3482.0m $50.7m $50.7m 0.01% Reduced -1.8m -1,832,500
11 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,887,2281.9m $48.2m $48.2m 0.01% Added +125.9k +125,906
12 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,692,4271.7m $43.2m $43.2m 0.01% Added +75.5k +75,454
13 WOODMONT INVESTMENT COUNSEL LLC 2.75% of their portfolio NASHVILLE, TN 1,626,3881.6m $41.5m $41.5m 2.75% Reduced -73.7k -73,686
14 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 1,624,2811.6m $41.5m $41.5m 0.05% Added +212.4k +212,363
15 HENGEHOLD CAPITAL MANAGEMENT LLC 2.96% of their portfolio CINCINNATI, OH 1,360,3171.4m $34.7m $34.7m 2.96% Added +31.0k +30,987
16 SUMMITRY LLC 1.46% of their portfolio Foster City, CA 1,352,9961.4m $34.5m $34.5m 1.46% Added +17.9k +17,944
17 Gratus Wealth Advisors, LLC 4.55% of their portfolio VIRGINIA BEACH, VA 1,265,2511.3m $32.3m $32.3m 4.55% Added +32.1k +32,145
18 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,217,1181.2m $31.1m $31.1m 0.01% Reduced -368.3k -368,311
19 Sound View Wealth Advisors Group, LLC 2.11% of their portfolio SAVANNAH, GA 1,205,2491.2m $30.8m $30.8m 2.11% Added +104.6k +104,623
20 Kathmere Capital Management, LLC 2.18% of their portfolio WAYNE, PA 1,202,9221.2m $30.7m $30.7m 2.18% Added +133.0k +133,007
21 SIGMA INVESTMENT COUNSELORS INC 1.58% of their portfolio NORTHVILLE, MI 1,193,4741.2m $30.5m $30.5m 1.58% Added +38.9k +38,885
22 Klingman & Associates, LLC 1.50% of their portfolio New York, NY 1,161,4011.2m $29.6m $29.6m 1.50% Added +47.9k +47,883
23 HOWLAND CAPITAL MANAGEMENT LLC 1.10% of their portfolio BOSTON, MA 1,126,5981.1m $28.8m $28.8m 1.10% Added +109.1k +109,146
24 RVW Wealth, LLC 1.95% of their portfolio LOS ANGELES, CA 980,372980.4k $25.0m $25.0m 1.95% Added +13.8k +13,791
25 Baltimore-Washington Financial Advisors, Inc. 1.04% of their portfolio Columbia, MD 954,127954.1k $24.3m $24.3m 1.04% Added +31.0k +30,972
26 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 881,415881.4k $22.5m $22.5m 0.02% Added +81.5k +81,475
27 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 847,836847.8k $21.6m $21.6m 0.03% Reduced -8.8k -8,792
28 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 827,122827.1k $21.1m $21.1m 0.03% Added +118.2k +118,187
29 Summit Financial, LLC 0.30% of their portfolio PARSIPPANY, NJ 779,796779.8k $19.9m $19.9m 0.30% New
30 CAPTRUST FINANCIAL ADVISORS 0.04% of their portfolio RALEIGH, NC 740,071740.1k $18.9m $18.9m 0.04% Added +235.2k +235,224
31 MV CAPITAL MANAGEMENT, INC. 1.70% of their portfolio BETHESDA, MD 694,713694.7k $17.7m $17.7m 1.70% Added +42.9k +42,864
32 BENJAMIN EDWARDS INC 0.18% of their portfolio Clayton, MO 637,390637.4k $16.3m $16.3m 0.18% Added +131.0k +131,024
33 Sanctuary Advisors, LLC 0.05% of their portfolio INDIANAPOLIS, IN 635,480635.5k $16.1m $16.1m 0.05% Added +327.8k +327,817
34 Apollon Wealth Management, LLC 0.27% of their portfolio MOUNT PLEASANT, SC 591,422591.4k $15.1m $15.1m 0.27% Added +9.0k +8,953
35 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 576,137576.1k $14.7m $14.7m 0.02% Reduced -35.6k -35,589
36 Kestra Advisory Services, LLC 0.07% of their portfolio AUSTIN, TX 571,180571.2k $14.6m $14.6m 0.07% Added +17.9k +17,901
37 Global Retirement Partners, LLC 0.32% of their portfolio San Rafael, CA 560,541560.5k $14.3m $14.3m 0.32% Added +63.3k +63,345
38 Arrow Financial Corp 1.42% of their portfolio Glens Falls, NY 544,471544.5k $13.9m $13.9m 1.42% Reduced -13.3k -13,280
39 Glenview Trust Co 0.21% of their portfolio Louisville, KY 508,868508.9k $13.0m $13.0m 0.21% Added +29.2k +29,214
40 Snowden Capital Advisors LLC 0.34% of their portfolio New York, NY 493,538493.5k $12.6m $12.6m 0.34% Added +3.7k +3,723
41 Windsor Capital Management, LLC 3.41% of their portfolio Phoenix, AZ 483,346483.3k $12.3m $12.3m 3.41% Added +14.2k +14,193
42 SPINNAKER TRUST 0.61% of their portfolio PORTLAND, ME 428,706428.7k $10.9m $10.9m 0.61% Added +53.7k +53,703
43 First International Bank of Israel Ltd. 5.93% of their portfolio TEL AVIV, L3 409,717409.7k $10.5m $10.5m 5.93% Reduced -3.0k -2,965
44 LYELL WEALTH MANAGEMENT, LP 0.76% of their portfolio MENLO PARK, CA 403,365403.4k $10.3m $10.3m 0.76% Added +29.5k +29,512
45 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.15% of their portfolio ST. LOUIS, MO 399,602399.6k $10.2m $10.2m 0.15% New
46 REBALANCE, LLC 0.61% of their portfolio PALO ALTO, CA 393,956394.0k $10.1m $10.1m 0.61% Added +225.0k +224,974
47 Probity Advisors, Inc. 1.63% of their portfolio DALLAS, TX 393,310393.3k $10.0m $10.0m 1.63% Added +13.7k +13,721
48 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 389,302389.3k $9.9m $9.9m 0.00% Added +388.0k +387,952
49 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 387,225387.2k $9.9m $9.9m 0.01% Added +74.2k +74,156
50 Commonwealth Financial Services, LLC 1.69% of their portfolio VIENNA, WV 386,632386.6k $9.9m $9.9m 1.69% Added +11.9k +11,875
51 Stratos Wealth Partners, LTD. 0.12% of their portfolio BEACHWOOD, OH 386,126386.1k $9.9m $9.9m 0.12% Reduced -11.3k -11,271
52 CENTRAL TRUST Co 0.20% of their portfolio JEFFERSON CITY, MO 368,969369.0k $9.4m $9.4m 0.20% Added +25.2k +25,215
53 First National Trust Co 0.32% of their portfolio Johnstown, PA 367,764367.8k $9.4m $9.4m 0.32% Added +72.2k +72,228
54 Peloton Wealth Strategists 3.66% of their portfolio INDIANAPOLIS, IN 364,960365.0k $9.3m $9.3m 3.66% Added +1.9k +1,866
55 NOVEM GROUP 1.10% of their portfolio Rochester, NY 360,820360.8k $9.2m $9.2m 1.10% New
56 Mesirow Financial Investment Management, Inc. 0.16% of their portfolio CHICAGO, IL 341,254341.3k $8.7m $8.7m 0.16% Added +9.8k +9,828
57 InvesTrust 2.83% of their portfolio OKLAHOMA CITY, OK 302,507302.5k $7.7m $7.7m 2.83% Added +40.1k +40,072
58 EIGHT 31 FINANCIAL, LLC 4.30% of their portfolio MIDLAND, TX 299,222299.2k $7.6m $7.6m 4.30% Added +55.3k +55,296
59 Beacon Pointe Advisors, LLC 0.06% of their portfolio NEWPORT BEACH, CA 289,108289.1k $7.4m $7.4m 0.06% Added +8.6k +8,623
60 MCF Advisors LLC 0.44% of their portfolio LEXINGTON, KY 278,932278.9k $7.1m $7.1m 0.44% Added +1.9k +1,856
61 PARK AVENUE SECURITIES LLC 0.05% of their portfolio NEW YORK, NY 260,687260.7k $6.7m $6.7m 0.05% New
62 Parallel Advisors, LLC 0.12% of their portfolio SAN FRANCISCO, CA 259,183259.2k $6.6m $6.6m 0.12% Added +14.0k +13,955
63 ARCADIA INVESTMENT ADVISORS LLC 3.21% of their portfolio EAGLE, ID 258,904258.9k $6.6m $6.6m 3.21% Added +2.9k +2,885
64 CWM, LLC 0.02% of their portfolio OMAHA, NE 237,998238.0k $6.1m $6.1m 0.02% Added +9.6k +9,563
65 Integrated Wealth Concepts LLC 0.05% of their portfolio WALTHAM, MA 235,334235.3k $6.0m $6.0m 0.05% Added +18.6k +18,550
66 HAMEL ASSOCIATES, INC. 1.84% of their portfolio Center Valley, PA 234,775234.8k $6.0m $6.0m 1.84% Added +3.3k +3,330
67 Praetorian Wealth Management, Inc. 1.22% of their portfolio CARMEL, CA 233,228233.2k $6.0m $6.0m 1.22% Added +6.0k +6,009
68 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 231,929231.9k $5.9m $5.9m 0.01% Added +25.3k +25,281
69 MinichMacGregor Wealth Management, LLC 1.15% of their portfolio Saratoga Springs, NY 230,959231.0k $5.9m $5.9m 1.15% Reduced -4.0k -3,980
70 Atlantic Union Bankshares Corp 0.11% of their portfolio GLEN ALLEN, VA 228,331228.3k $5.8m $5.8m 0.11% Reduced -9.5k -9,539
71 IFP Advisors, Inc 0.15% of their portfolio TAMPA, FL 222,847222.8k $5.7m $5.7m 0.15% Reduced -8.9k -8,938
72 Cherry Tree Wealth Management, LLC 1.24% of their portfolio MINNETONKA, MN 220,834220.8k $5.6m $5.6m 1.24% Added +2.4k +2,436
73 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 220,589220.6k $5.6m $5.6m 0.00% Reduced -2.1m -2,105,626
74 Signature Wealth Management Group 2.18% of their portfolio ATLANTA, GA 220,294220.3k $5.6m $5.6m 2.18% Added +3.0k +2,967
75 Cheviot Value Management, LLC 0.59% of their portfolio BEVERLY HILLS, CA 217,986218.0k $5.6m $5.6m 0.59% Added +12.0k +12,044
76 Composition Wealth, LLC 0.08% of their portfolio LOS ANGELES, CA 206,830206.8k $5.3m $5.3m 0.08% New
77 Atria Investments, Inc 0.06% of their portfolio Charlotte, NC 204,726204.7k $5.2m $5.2m 0.06% Added +638 +638
78 Strid Group, LLC 0.66% of their portfolio NEWTOWN SQUARE, PA 202,200202.2k $5.2m $5.2m 0.66% Added +567 +567
79 Krilogy Financial LLC 0.19% of their portfolio ST. LOUIS, MO 199,475199.5k $5.1m $5.1m 0.19% Added +23.1k +23,073
80 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 198,724198.7k $5.1m $5.1m 0.02% Reduced -6.0k -6,040
81 Guidance Point Advisors, LLC 1.22% of their portfolio Wellesley, MA 197,916197.9k $5.1m $5.1m 1.22% Added +16.9k +16,895
82 DROMS STRAUSS ADVISORS INC /MO/ /ADV 1.45% of their portfolio ST. LOUIS, MO 196,379196.4k $5.0m $5.0m 1.45% Added +27.4k +27,396
83 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 196,220196.2k $5.0m $5.0m 0.01% Added +16.0k +15,956
84 VIRGINIA WEALTH MANAGEMENT GROUP, INC. 2.86% of their portfolio VIRGINIA BEACH, VA 194,345194.3k $5.0m $5.0m 2.86% Added +15.2k +15,160
85 HANCOCK WHITNEY CORP 0.09% of their portfolio GULFPORT, MS 194,235194.2k $5.0m $5.0m 0.09% Added +11.8k +11,759
86 Penobscot Investment Management Company, Inc. 0.38% of their portfolio BOSTON, MA 192,723192.7k $4.9m $4.9m 0.38% Added +56.6k +56,623
87 Ironwood Financial, llc 0.87% of their portfolio TUCSON, AZ 192,054192.1k $4.9m $4.9m 0.87% Added +85.5k +85,475
88 LBMC INVESTMENT ADVISORS, LLC 0.30% of their portfolio BRENTWOOD, TN 186,751186.8k $4.8m $4.8m 0.30% Added +33.0k +33,041
89 HARBOR ADVISORY CORP /MA/ 1.37% of their portfolio PORTSMOUTH, NH 181,360181.4k $4.6m $4.6m 1.37% Added +20.5k +20,500
90 SONATA CAPITAL GROUP INC 1.70% of their portfolio SEATTLE, WA 180,456180.5k $4.6m $4.6m 1.70% Added +22.7k +22,737
91 MONECO ADVISORS, LLC 0.38% of their portfolio FAIRFIELD, CT 179,777179.8k $4.6m $4.6m 0.38% Reduced -3.8k -3,756
92 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 178,749178.7k $4.6m $4.6m 0.00% Added +241 +241
93 Leo Wealth, LLC 0.58% of their portfolio HURST, TX 175,785175.8k $4.5m $4.5m 0.58% Added +1.7k +1,740
94 Merit Financial Group, LLC 0.04% of their portfolio ALPHARETTA, GA 175,088175.1k $4.5m $4.5m 0.04% Added +32.8k +32,753
95 Quantum Financial Advisors, LLC 0.54% of their portfolio SANTA MONICA, CA 173,008173.0k $4.4m $4.4m 0.54% Added +27.7k +27,732
96 Allworth Financial LP 0.02% of their portfolio FOLSOM, CA 172,724172.7k $4.4m $4.4m 0.02% Added +22.3k +22,341
97 Crews Bank & Trust 0.63% of their portfolio PORT CHARLOTTE, FL 169,585169.6k $4.3m $4.3m 0.63% Added +11.7k +11,685
98 Heartland Bank & Trust Co 1.78% of their portfolio BLOOMINGTON, IL 168,892168.9k $4.3m $4.3m 1.78% Added +32.3k +32,272
99 Keeler Thomas Management LLC 1.75% of their portfolio Orem, UT 167,731167.7k $4.3m $4.3m 1.75% Added +482 +482
100 4Thought Financial Group Inc. 2.15% of their portfolio SYOSSET, NY 166,716166.7k $4.3m $4.3m 2.15% Added +8.0k +7,987