Vault-13

ISHARES TR IBDT

IBDS DEC28 ETF · ETP · CUSIP 46435U515

423 institutional holders +11 vs Q4 2025
112,064,163112.1m shares reported held*
$2.8bnreported value*
35 new 255 added 73 reduced 21 sold out net bought ≈ $170.6m (+6.6m 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 ($658.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $25.34.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 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: 382Q4 25: 412Q1 26: 423423Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q4 2025412
Q1 2026423

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 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 25Q4 25: 285 bought or addedQ4 25: 81 cut or sold outQ1 26: 290 bought or addedQ1 26: 94 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202418462
Q3 202419857
Q4 202423346
Q1 202523873
Q2 202522582
Q3 202526381
Q4 202528581
Q1 202629094

Biggest buyers

Lido Advisors, LLC Added +2,056,180+2.1m
THREADGILL FINANCIAL, LLC Added +847,448+847.4k
HM PAYSON & CO Added +650,115+650.1k
UBS Group AG Added +490,969+491.0k
Mesirow Financial Investment Management, Inc. Added +319,642+319.6k
BANK OF AMERICA CORP /DE/ Added +279,407+279.4k
CITADEL ADVISORS LLC New +274,028+274.0k
LPL Financial LLC Added +248,583+248.6k
CAPITAL ADVISORS INC/OK Added +229,399+229.4k
BlackRock, Inc. Added +210,622+210.6k

Biggest sellers

MERCER GLOBAL ADVISORS INC /ADV Reduced -3,534,939-3.5m
Apollon Wealth Management, LLC Sold out -630,820-630.8k
Probity Advisors, Inc. Reduced -163,028-163.0k
Align Financial, LLC Reduced -116,648-116.6k
Keeler Thomas Management LLC Reduced -75,415-75.4k
IFG Advisory, LLC Sold out -61,769-61.8k
FF Advisors,LLC Reduced -53,573-53.6k
STAR Financial Bank Reduced -42,033-42.0k
Cypress Point Wealth Management, LLC Sold out -40,000-40.0k
Sightline Wealth Advisors, LLC Reduced -37,141-37.1k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 8,950,6559.0m $226.7m $226.7m 0.02% Added +279.4k +279,407
2 MERCER GLOBAL ADVISORS INC /ADV 0.20% of their portfolio DENVER, CO 5,285,0245.3m $133.9m $133.9m 0.20% Reduced -3.5m -3,534,939
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 4,651,6564.7m $117.8m $117.8m 0.01% Added +61.7k +61,684
4 Lido Advisors, LLC 0.44% of their portfolio Los Angeles, CA 4,475,4474.5m $113.4m $113.4m 0.44% Added +2.1m +2,056,180
5 Capital Investment Advisors, LLC 1.39% of their portfolio ATLANTA, GA 3,752,5743.8m $95.1m $95.1m 1.39% Added +121.5k +121,540
6 CAPITAL ADVISORS INC/OK 1.44% of their portfolio TULSA, OK 3,532,9343.5m $89.5m $89.5m 1.44% Added +229.4k +229,399
7 UBS Group AG 0.02% of their portfolio ZURICH, V8 3,524,9783.5m $89.3m $89.3m 0.02% Added +491.0k +490,969
8 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 3,118,2983.1m $79.0m $79.0m 0.02% Added +142.6k +142,572
9 HM PAYSON & CO 1.07% of their portfolio PORTLAND, ME 2,940,3282.9m $74.5m $74.5m 1.07% Added +650.1k +650,115
10 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 2,513,4892.5m $63.7m $63.7m 0.02% Added +248.6k +248,583
11 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,849,0861.8m $46.8m $46.8m 0.01% Reduced -6.8k -6,809
12 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 1,774,5581.8m $44.9m $44.9m 0.05% Reduced -36.4k -36,377
13 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,634,7721.6m $41.4m $41.4m 0.01% Added +28.0k +28,014
14 WOODMONT INVESTMENT COUNSEL LLC 2.54% of their portfolio NASHVILLE, TN 1,624,1541.6m $41.1m $41.1m 2.54% Reduced -2.1k -2,113
15 Sound View Wealth Advisors Group, LLC 2.69% of their portfolio SAVANNAH, GA 1,562,5721.6m $39.6m $39.6m 2.69% Added +116.6k +116,564
16 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,468,0861.5m $37.2m $37.2m 0.01% Added +206.0k +206,026
17 SUMMITRY LLC 1.30% of their portfolio Foster City, CA 1,453,3621.5m $36.8m $36.8m 1.30% Added +61.7k +61,678
18 HENGEHOLD CAPITAL MANAGEMENT LLC 3.18% of their portfolio CINCINNATI, OH 1,435,5561.4m $36.4m $36.4m 3.18% Added +32.7k +32,694
19 Gratus Wealth Advisors, LLC 5.03% of their portfolio VIRGINIA BEACH, VA 1,372,1681.4m $34.8m $34.8m 5.03% Added +70.8k +70,754
20 Kathmere Capital Management, LLC 2.05% of their portfolio WAYNE, PA 1,306,2471.3m $33.1m $33.1m 2.05% Added +110.0k +110,024
21 Klingman & Associates, LLC 1.58% of their portfolio New York, NY 1,304,3851.3m $33.0m $33.0m 1.58% Added +37.5k +37,530
22 SIGMA INVESTMENT COUNSELORS INC 1.71% of their portfolio NORTHVILLE, MI 1,278,3391.3m $32.4m $32.4m 1.71% Added +29.3k +29,336
23 HOWLAND CAPITAL MANAGEMENT LLC 1.23% of their portfolio BOSTON, MA 1,230,6261.2m $31.2m $31.2m 1.23% Added +40.1k +40,109
24 RVW Wealth, LLC 2.29% of their portfolio LOS ANGELES, CA 1,159,2261.2m $29.4m $29.4m 2.29% Added +70.6k +70,569
25 Baltimore-Washington Financial Advisors, Inc. 1.15% of their portfolio Columbia, MD 1,054,3821.1m $26.7m $26.7m 1.15% Added +61.4k +61,386
26 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 1,036,8181.0m $26.3m $26.3m 0.02% Added +79.0k +79,025
27 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 1,025,3521.0m $26.0m $26.0m 0.04% Reduced -333 -333
28 CAPTRUST FINANCIAL ADVISORS 0.04% of their portfolio RALEIGH, NC 989,358989.4k $25.1m $25.1m 0.04% Added +120.1k +120,083
29 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 869,218869.2k $22.0m $22.0m 0.03% Added +12.0k +11,980
30 THREADGILL FINANCIAL, LLC 6.39% of their portfolio SPRING, TX 867,919867.9k $22.0m $22.0m 6.39% Added +847.4k +847,448
31 Kestra Advisory Services, LLC 0.08% of their portfolio AUSTIN, TX 855,757855.8k $21.7m $21.7m 0.08% Added +177.0k +177,001
32 MV CAPITAL MANAGEMENT, INC. 1.97% of their portfolio BETHESDA, MD 794,471794.5k $20.1m $20.1m 1.97% Added +63.8k +63,844
33 NewEdge Advisors, LLC 0.07% of their portfolio NEW ORLEANS, LA 785,064785.1k $19.9m $19.9m 0.07% Added +34.1k +34,135
34 BENJAMIN EDWARDS INC 0.19% of their portfolio Clayton, MO 740,653740.7k $18.8m $18.8m 0.19% Added +64.9k +64,893
35 Summit Asset Management, LLC 2.61% of their portfolio MEMPHIS, TN 739,662739.7k $18.7m $18.7m 2.61% Added +11.0k +10,997
36 REBALANCE, LLC 1.06% of their portfolio PALO ALTO, CA 723,281723.3k $18.3m $18.3m 1.06% Reduced -10.8k -10,788
37 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 670,973671.0k $17.0m $17.0m 0.02% Added +21.5k +21,502
38 Mesirow Financial Investment Management, Inc. 0.26% of their portfolio CHICAGO, IL 637,798637.8k $16.2m $16.2m 0.26% Added +319.6k +319,642
39 Arrow Financial Corp 1.47% of their portfolio Glens Falls, NY 577,599577.6k $14.6m $14.6m 1.47% Added +14.5k +14,519
40 Sanctuary Advisors, LLC 0.08% of their portfolio INDIANAPOLIS, IN 574,314574.3k $14.5m $14.5m 0.08% Added +27.8k +27,848
41 BlackRock, Inc. 0.00% of their portfolio New York, NY 564,455564.5k $14.3m $14.3m 0.00% Added +210.6k +210,622
42 Glenview Trust Co 0.22% of their portfolio Louisville, KY 561,467561.5k $14.2m $14.2m 0.22% Added +22.8k +22,839
43 Summit Financial, LLC 0.18% of their portfolio PARSIPPANY, NJ 548,869548.9k $13.9m $13.9m 0.18% Added +20.5k +20,518
44 SPINNAKER TRUST 0.77% of their portfolio PORTLAND, ME 547,809547.8k $13.9m $13.9m 0.77% Added +58.5k +58,546
45 CENTRAL TRUST Co 0.27% of their portfolio JEFFERSON CITY, MO 539,668539.7k $13.7m $13.7m 0.27% Added +51.1k +51,149
46 Snowden Capital Advisors LLC 0.34% of their portfolio New York, NY 505,405505.4k $12.8m $12.8m 0.34% Added +118 +118
47 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 502,246502.2k $12.7m $12.7m 0.01% Added +50.9k +50,915
48 Cornerstone Planning, LLC 2.86% of their portfolio CHARLOTTE, NC 499,609499.6k $12.7m $12.7m 2.86% Added +160.4k +160,371
49 NOVEM GROUP 1.45% of their portfolio Rochester, NY 498,960499.0k $12.6m $12.6m 1.45% Added +49.7k +49,653
50 Windsor Capital Management, LLC 3.56% of their portfolio Phoenix, AZ 498,933498.9k $12.6m $12.6m 3.56% Added +16.7k +16,666
51 First National Trust Co 0.43% of their portfolio Johnstown, PA 497,869497.9k $12.6m $12.6m 0.43% Added +43.3k +43,260
52 LYELL WEALTH MANAGEMENT, LP 0.91% of their portfolio MENLO PARK, CA 490,178490.2k $12.4m $12.4m 0.91% Added +10.9k +10,863
53 Stratos Wealth Partners, LTD. 0.14% of their portfolio BEACHWOOD, OH 488,842488.8k $12.4m $12.4m 0.14% Added +41.8k +41,842
54 Commonwealth Financial Services, LLC 1.74% of their portfolio VIENNA, WV 433,344433.3k $11.0m $11.0m 1.74% Added +30.2k +30,175
55 First International Bank of Israel Ltd. 2.99% of their portfolio TEL AVIV, L3 402,000402.0k $10.2m $10.2m 2.99% Reduced -9.6k -9,582
56 Peloton Wealth Strategists 4.09% of their portfolio INDIANAPOLIS, IN 399,188399.2k $10.1m $10.1m 4.09% Added +8.6k +8,628
57 Strid Group, LLC 1.21% of their portfolio NEWTOWN SQUARE, PA 385,063385.1k $9.8m $9.8m 1.21% Added +87.3k +87,309
58 Beacon Pointe Advisors, LLC 0.05% of their portfolio NEWPORT BEACH, CA 363,617363.6k $9.2m $9.2m 0.05% Added +53.0k +52,992
59 Northstar Group, Inc. 1.27% of their portfolio NEW YORK, NY 354,086354.1k $9.0m $9.0m 1.27% Added +37.2k +37,197
60 Allworth Financial LP 0.04% of their portfolio FOLSOM, CA 349,330349.3k $8.8m $8.8m 0.04% Added +11.3k +11,350
61 ARCADIA INVESTMENT ADVISORS LLC 4.11% of their portfolio EAGLE, ID 343,504343.5k $8.7m $8.7m 4.11% Added +20.1k +20,107
62 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 339,172339.2k $8.6m $8.6m 0.01% Added +106.8k +106,755
63 PFG Private Wealth Management, LLC 3.58% of their portfolio LUTZ, FL 333,180333.2k $8.4m $8.4m 3.58% Added +13.6k +13,553
64 Atria Investments, Inc 0.09% of their portfolio Charlotte, NC 332,737332.7k $8.4m $8.4m 0.09% Added +14.6k +14,558
65 InvesTrust 3.35% of their portfolio OKLAHOMA CITY, OK 314,466314.5k $8.0m $8.0m 3.35% Added +8.9k +8,944
66 EIGHT 31 FINANCIAL, LLC 4.80% of their portfolio MIDLAND, TX 313,680313.7k $7.9m $7.9m 4.80% Reduced -7.6k -7,581
67 Parallel Advisors, LLC 0.14% of their portfolio SAN FRANCISCO, CA 304,913304.9k $7.7m $7.7m 0.14% Added +14.4k +14,400
68 IFP Advisors, Inc 0.16% of their portfolio TAMPA, FL 304,247304.2k $7.7m $7.7m 0.16% Added +57.8k +57,788
69 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 291,381291.4k $7.4m $7.4m 0.00% Added +171.2k +171,190
70 Merit Financial Group, LLC 0.05% of their portfolio ALPHARETTA, GA 286,931286.9k $7.3m $7.3m 0.05% Added +67.2k +67,182
71 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 274,028274.0k $6.9m $6.9m 0.00% New
72 Praetorian Wealth Management, Inc. 1.31% of their portfolio CARMEL, CA 271,817271.8k $6.9m $6.9m 1.31% Added +17.1k +17,083
73 Integrated Wealth Concepts LLC 0.05% of their portfolio WALTHAM, MA 270,053270.1k $6.8m $6.8m 0.05% Added +54.0k +54,011
74 CWM, LLC 0.02% of their portfolio OMAHA, NE 266,908266.9k $6.8m $6.8m 0.02% Added +19.6k +19,639
75 Composition Wealth, LLC 0.09% of their portfolio LOS ANGELES, CA 265,068265.1k $6.7m $6.7m 0.09% Added +45.2k +45,210
76 HAMEL ASSOCIATES, INC. 1.90% of their portfolio Center Valley, PA 262,868262.9k $6.7m $6.7m 1.90% Added +20.7k +20,680
77 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 260,291260.3k $6.6m $6.6m 0.01% Reduced -3.4k -3,392
78 Guidance Point Advisors, LLC 1.51% of their portfolio Wellesley, MA 252,277252.3k $6.4m $6.4m 1.51% Added +9.8k +9,757
79 MCF Advisors LLC 0.28% of their portfolio LEXINGTON, KY 251,652251.7k $6.4m $6.4m 0.28% Added +8.7k +8,669
80 Cheviot Value Management, LLC 0.64% of their portfolio BEVERLY HILLS, CA 251,342251.3k $6.4m $6.4m 0.64% Added +14.3k +14,298
81 Probity Advisors, Inc. 1.00% of their portfolio DALLAS, TX 249,648249.6k $6.3m $6.3m 1.00% Reduced -163.0k -163,028
82 SONATA CAPITAL GROUP INC 2.32% of their portfolio SEATTLE, WA 248,397248.4k $6.3m $6.3m 2.32% Added +11.9k +11,864
83 MinichMacGregor Wealth Management, LLC 1.10% of their portfolio Saratoga Springs, NY 246,393246.4k $6.2m $6.2m 1.10% Added +9.0k +8,975
84 Modern Wealth Management, LLC 0.11% of their portfolio KANSAS CITY, MO 245,295245.3k $6.2m $6.2m 0.11% Added +42.6k +42,579
85 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 243,888243.9k $6.2m $6.2m 0.01% Added +185.5k +185,502
86 Ironwood Financial, llc 1.08% of their portfolio TUCSON, AZ 243,639243.6k $6.2m $6.2m 1.08% Added +18.4k +18,402
87 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 241,538241.5k $6.1m $6.1m 0.02% Added +19.3k +19,344
88 Quantum Financial Advisors, LLC 0.67% of their portfolio SANTA MONICA, CA 234,759234.8k $5.9m $5.9m 0.67% Added +49.9k +49,921
89 Penobscot Investment Management Company, Inc. 0.46% of their portfolio BOSTON, MA 233,753233.8k $5.9m $5.9m 0.46% Added +9.6k +9,585
90 Cherry Tree Wealth Management, LLC 1.25% of their portfolio MINNETONKA, MN 233,386233.4k $5.9m $5.9m 1.25% Added +784 +784
91 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 232,750232.8k $5.9m $5.9m 0.00% Added +36.8k +36,838
92 LBMC INVESTMENT ADVISORS, LLC 0.36% of their portfolio BRENTWOOD, TN 232,558232.6k $5.9m $5.9m 0.36% Added +25.9k +25,900
93 Houlihan Financial Resource Group, Ltd. 2.21% of their portfolio ASHBURN, VA 223,865223.9k $5.7m $5.7m 2.21% Added +4.6k +4,602
94 Atlantic Union Bankshares Corp 0.11% of their portfolio GLEN ALLEN, VA 223,691223.7k $5.7m $5.7m 0.11% Added +4.3k +4,271
95 OneDigital Investment Advisors LLC 0.05% of their portfolio OVERLAND PARK, KS 220,900220.9k $5.6m $5.6m 0.05% Reduced -4.6k -4,570
96 Great Diamond Partners, LLC 1.08% of their portfolio Portland, ME 220,720220.7k $5.6m $5.6m 1.08% Added +33.2k +33,198
97 EP Wealth Advisors, LLC 0.03% of their portfolio TORRANCE, CA 220,316220.3k $5.6m $5.6m 0.03% Reduced -2.4k -2,429
98 Signature Wealth Management Group 2.11% of their portfolio ATLANTA, GA 219,637219.6k $5.6m $5.6m 2.11% Reduced -422 -422
99 HARBOR ADVISORY CORP /MA/ 1.64% of their portfolio PORTSMOUTH, NH 215,277215.3k $5.5m $5.5m 1.64% Added +6.5k +6,528
100 DROMS STRAUSS ADVISORS INC /MO/ /ADV 1.42% of their portfolio ST. LOUIS, MO 213,777213.8k $5.4m $5.4m 1.42% Added +1.8k +1,763