Vault-13

ISHARES TR IBDT

IBDS DEC28 ETF · ETP · CUSIP 46435U515

436 institutional holders +13 vs Q1 2026
118,387,877118.4m shares reported held*
$3.0bnreported value*
37 new 236 added 97 reduced 23 sold out net bought ≈ $171.8m (+6.8m 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 ($656.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $25.26.

Trends to Q2 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: 423Q2 26: 436436Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026436

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 24: 198 bought or addedQ3 24: 57 cut or sold outQ4 24: 233 bought or addedQ4 24: 46 cut or sold outQ4 24Q1 25: 238 bought or addedQ1 25: 73 cut or sold outQ2 25: 225 bought or addedQ2 25: 82 cut or sold outQ2 25Q3 25: 263 bought or addedQ3 25: 81 cut or sold outQ4 25: 285 bought or addedQ4 25: 81 cut or sold outQ4 25Q1 26: 290 bought or addedQ1 26: 94 cut or sold outQ2 26: 273 bought or addedQ2 26: 120 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202419857
Q4 202423346
Q1 202523873
Q2 202522582
Q3 202526381
Q4 202528581
Q1 202629094
Q2 2026273120

Biggest buyers

TABR Capital Management, LLC Added +903,241+903.2k
BANK OF AMERICA CORP /DE/ Added +575,674+575.7k
Summit Financial, LLC Added +540,858+540.9k
LPL Financial LLC Added +382,899+382.9k
Integrated Wealth Concepts LLC Added +254,652+254.7k
MERCER GLOBAL ADVISORS INC /ADV Added +247,070+247.1k
UBS Group AG Added +246,680+246.7k
Cambridge Investment Research Advisors, Inc. Added +239,180+239.2k
HM PAYSON & CO Added +234,281+234.3k
ROYAL BANK OF CANADA Added +207,781+207.8k

Biggest sellers

THREADGILL FINANCIAL, LLC Sold out -867,919-867.9k
Commonwealth Financial Services, LLC Reduced -287,374-287.4k
CITADEL ADVISORS LLC Sold out -274,028-274.0k
Lido Advisors, LLC Reduced -250,942-250.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -230,811-230.8k
WELLS FARGO & COMPANY/MN Reduced -224,819-224.8k
GOLDMAN SACHS GROUP INC Sold out -192,147-192.1k
WOODMONT INVESTMENT COUNSEL LLC Reduced -170,411-170.4k
Modern Wealth Management, LLC Reduced -147,738-147.7k
Probity Advisors, Inc. Reduced -115,471-115.5k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 9,526,3299.5m $240.5m $240.5m 0.02% Added +575.7k +575,674
2 MERCER GLOBAL ADVISORS INC /ADV 0.17% of their portfolio DENVER, CO 5,532,0945.5m $139.7m $139.7m 0.17% Added +247.1k +247,070
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 4,818,7234.8m $121.7m $121.7m 0.01% Added +167.1k +167,067
4 Lido Advisors, LLC 0.38% of their portfolio Los Angeles, CA 4,224,5054.2m $106.7m $106.7m 0.38% Reduced -250.9k -250,942
5 Capital Investment Advisors, LLC 1.30% of their portfolio ATLANTA, GA 3,890,2043.9m $98.2m $98.2m 1.30% Added +137.6k +137,630
6 UBS Group AG 0.02% of their portfolio ZURICH, V8 3,771,6583.8m $95.2m $95.2m 0.02% Added +246.7k +246,680
7 CAPITAL ADVISORS INC/OK 1.33% of their portfolio TULSA, OK 3,572,2523.6m $90.2m $90.2m 1.33% Added +39.3k +39,318
8 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 3,315,6013.3m $83.7m $83.7m 0.02% Added +197.3k +197,303
9 HM PAYSON & CO 1.06% of their portfolio PORTLAND, ME 3,174,6093.2m $80.2m $80.2m 1.06% Added +234.3k +234,281
10 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 2,896,3882.9m $73.1m $73.1m 0.02% Added +382.9k +382,899
11 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 1,821,5591.8m $46.0m $46.0m 0.04% Added +47.0k +47,001
12 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,718,0251.7m $43.4m $43.4m 0.01% Added +83.3k +83,253
13 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,675,8671.7m $42.3m $42.3m 0.01% Added +207.8k +207,781
14 Sound View Wealth Advisors Group, LLC 2.61% of their portfolio SAVANNAH, GA 1,666,5711.7m $42.1m $42.1m 2.61% Added +104.0k +103,999
15 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,624,2671.6m $41.0m $41.0m 0.01% Reduced -224.8k -224,819
16 HENGEHOLD CAPITAL MANAGEMENT LLC 2.98% of their portfolio CINCINNATI, OH 1,520,9521.5m $38.4m $38.4m 2.98% Added +85.4k +85,396
17 SUMMITRY LLC 1.25% of their portfolio Foster City, CA 1,507,6121.5m $38.1m $38.1m 1.25% Added +54.2k +54,250
18 WOODMONT INVESTMENT COUNSEL LLC 2.00% of their portfolio NASHVILLE, TN 1,453,7431.5m $36.7m $36.7m 2.00% Reduced -170.4k -170,411
19 Gratus Wealth Advisors, LLC 4.53% of their portfolio VIRGINIA BEACH, VA 1,410,5111.4m $35.6m $35.6m 4.53% Added +38.3k +38,343
20 Kathmere Capital Management, LLC 1.86% of their portfolio WAYNE, PA 1,388,7531.4m $35.1m $35.1m 1.86% Added +82.5k +82,506
21 SIGMA INVESTMENT COUNSELORS INC 1.65% of their portfolio NORTHVILLE, MI 1,336,9011.3m $33.8m $33.8m 1.65% Added +58.6k +58,562
22 HOWLAND CAPITAL MANAGEMENT LLC 1.19% of their portfolio BOSTON, MA 1,309,5061.3m $33.1m $33.1m 1.19% Added +78.9k +78,880
23 Klingman & Associates, LLC 1.39% of their portfolio New York, NY 1,294,8871.3m $32.7m $32.7m 1.39% Reduced -9.5k -9,498
24 RVW Wealth, LLC 2.01% of their portfolio LOS ANGELES, CA 1,206,6801.2m $30.5m $30.5m 2.01% Added +47.5k +47,454
25 Baltimore-Washington Financial Advisors, Inc. 1.03% of their portfolio Columbia, MD 1,090,5541.1m $27.5m $27.5m 1.03% Added +36.2k +36,172
26 Summit Financial, LLC 0.30% of their portfolio PARSIPPANY, NJ 1,089,7271.1m $27.5m $27.5m 0.30% Added +540.9k +540,858
27 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 1,073,2121.1m $27.1m $27.1m 0.03% Added +47.9k +47,860
28 CAPTRUST FINANCIAL ADVISORS 0.04% of their portfolio RALEIGH, NC 1,070,5691.1m $27.0m $27.0m 0.04% Added +81.2k +81,211
29 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 1,067,3721.1m $27.0m $27.0m 0.02% Added +30.6k +30,554
30 Kestra Advisory Services, LLC 0.08% of their portfolio AUSTIN, TX 1,000,3321.0m $25.3m $25.3m 0.08% Added +144.6k +144,575
31 TABR Capital Management, LLC 20.37% of their portfolio ORANGE, CA 946,636946.6k $23.9m $23.9m 20.37% Added +903.2k +903,241
32 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 939,140939.1k $23.7m $23.7m 0.03% Added +69.9k +69,922
33 NewEdge Advisors, LLC 0.06% of their portfolio NEW ORLEANS, LA 850,687850.7k $21.5m $21.5m 0.06% Added +65.6k +65,623
34 MV CAPITAL MANAGEMENT, INC. 1.80% of their portfolio BETHESDA, MD 803,638803.6k $20.3m $20.3m 1.80% Added +9.2k +9,167
35 BENJAMIN EDWARDS INC 0.18% of their portfolio Clayton, MO 778,356778.4k $19.7m $19.7m 0.18% Added +37.7k +37,703
36 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 771,072771.1k $19.5m $19.5m 0.02% Added +100.1k +100,099
37 Summit Asset Management, LLC 2.44% of their portfolio MEMPHIS, TN 753,549753.5k $19.0m $19.0m 2.44% Added +13.9k +13,887
38 REBALANCE, LLC 0.90% of their portfolio PALO ALTO, CA 682,885682.9k $17.2m $17.2m 0.90% Reduced -40.4k -40,396
39 BlackRock, Inc. 0.00% of their portfolio New York, NY 673,567673.6k $17.0m $17.0m 0.00% Added +109.1k +109,112
40 Mesirow Financial Investment Management, Inc. 0.26% of their portfolio CHICAGO, IL 653,571653.6k $16.5m $16.5m 0.26% Added +15.8k +15,773
41 SPINNAKER TRUST 0.78% of their portfolio PORTLAND, ME 639,228639.2k $16.1m $16.1m 0.78% Added +91.4k +91,419
42 Sanctuary Advisors, LLC 0.07% of their portfolio INDIANAPOLIS, IN 612,638612.6k $15.5m $15.5m 0.07% Added +38.3k +38,324
43 Arrow Financial Corp 1.34% of their portfolio Glens Falls, NY 591,506591.5k $14.9m $14.9m 1.34% Added +13.9k +13,907
44 CENTRAL TRUST Co 0.27% of their portfolio JEFFERSON CITY, MO 583,112583.1k $14.7m $14.7m 0.27% Added +43.4k +43,444
45 Glenview Trust Co 0.20% of their portfolio Louisville, KY 576,746576.7k $14.6m $14.6m 0.20% Added +15.3k +15,279
46 NOVEM GROUP 1.44% of their portfolio Rochester, NY 563,458563.5k $14.2m $14.2m 1.44% Added +64.5k +64,498
47 Strid Group, LLC 1.50% of their portfolio NEWTOWN SQUARE, PA 533,967534.0k $13.5m $13.5m 1.50% Added +148.9k +148,904
48 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 533,006533.0k $13.5m $13.5m 0.01% Added +30.8k +30,760
49 LYELL WEALTH MANAGEMENT, LP 0.82% of their portfolio MENLO PARK, CA 529,578529.6k $13.4m $13.4m 0.82% Added +39.4k +39,400
50 Stratos Wealth Partners, LTD. 0.13% of their portfolio BEACHWOOD, OH 527,531527.5k $13.3m $13.3m 0.13% Added +38.7k +38,689
51 Integrated Wealth Concepts LLC 0.06% of their portfolio WALTHAM, MA 524,705524.7k $13.2m $13.2m 0.06% Added +254.7k +254,652
52 Windsor Capital Management, LLC 3.39% of their portfolio Phoenix, AZ 516,289516.3k $13.0m $13.0m 3.39% Added +17.4k +17,356
53 Cornerstone Planning, LLC 3.00% of their portfolio CHARLOTTE, NC 512,899512.9k $13.0m $13.0m 3.00% Added +13.3k +13,290
54 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 511,450511.4k $12.9m $12.9m 0.01% Added +172.3k +172,278
55 Snowden Capital Advisors LLC 0.30% of their portfolio New York, NY 509,515509.5k $12.9m $12.9m 0.30% Added +4.1k +4,110
56 First National Trust Co 0.44% of their portfolio Johnstown, PA 507,886507.9k $12.8m $12.8m 0.44% Added +10.0k +10,017
57 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 480,718480.7k $12.1m $12.1m 0.01% Added +239.2k +239,180
58 Peloton Wealth Strategists 3.84% of their portfolio INDIANAPOLIS, IN 411,188411.2k $10.4m $10.4m 3.84% Added +12.0k +12,000
59 First International Bank of Israel Ltd. 2.77% of their portfolio TEL AVIV, L3 402,000402.0k $10.2m $10.2m 2.77% Unchanged
60 Ironwood Financial, llc 1.57% of their portfolio TUCSON, AZ 400,157400.2k $10.1m $10.1m 1.57% Added +156.5k +156,518
61 Northstar Group, Inc. 1.28% of their portfolio NEW YORK, NY 392,466392.5k $9.9m $9.9m 1.28% Added +38.4k +38,380
62 Allworth Financial LP 0.04% of their portfolio FOLSOM, CA 390,112390.1k $9.9m $9.9m 0.04% Added +40.8k +40,782
63 Beacon Pointe Advisors, LLC 0.04% of their portfolio NEWPORT BEACH, CA 380,094380.1k $9.6m $9.6m 0.04% Added +16.5k +16,477
64 Atria Investments, Inc 0.09% of their portfolio Charlotte, NC 374,417374.4k $9.5m $9.5m 0.09% Added +41.7k +41,680
65 ARCADIA INVESTMENT ADVISORS LLC 3.94% of their portfolio EAGLE, ID 370,192370.2k $9.3m $9.3m 3.94% Added +26.7k +26,688
66 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 368,353368.4k $9.3m $9.3m 0.00% Added +77.0k +76,972
67 Global Retirement Partners, LLC 0.14% of their portfolio San Rafael, CA 364,874364.9k $9.2m $9.2m 0.14% First filing
68 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 356,117356.1k $9.0m $9.0m 0.01% Added +95.8k +95,826
69 EP Wealth Advisors, LLC 0.03% of their portfolio TORRANCE, CA 344,113344.1k $8.7m $8.7m 0.03% Added +123.8k +123,797
70 Parallel Advisors, LLC 0.13% of their portfolio SAN FRANCISCO, CA 339,434339.4k $8.6m $8.6m 0.13% Added +34.5k +34,521
71 InvesTrust 3.23% of their portfolio OKLAHOMA CITY, OK 332,478332.5k $8.4m $8.4m 3.23% Added +18.0k +18,012
72 Merit Financial Group, LLC 0.05% of their portfolio ALPHARETTA, GA 327,611327.6k $8.3m $8.3m 0.05% Added +40.7k +40,680
73 EIGHT 31 FINANCIAL, LLC 4.82% of their portfolio MIDLAND, TX 320,900320.9k $8.1m $8.1m 4.82% Added +7.2k +7,220
74 PFG Private Wealth Management, LLC 3.34% of their portfolio LUTZ, FL 305,532305.5k $7.7m $7.7m 3.34% Reduced -27.6k -27,648
75 IFP Advisors, Inc 0.14% of their portfolio TAMPA, FL 303,282303.3k $7.7m $7.7m 0.14% Reduced -965 -965
76 Composition Wealth, LLC 0.09% of their portfolio LOS ANGELES, CA 300,201300.2k $7.6m $7.6m 0.09% Added +35.1k +35,133
77 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 296,407296.4k $7.5m $7.5m 0.01% Added +154.5k +154,454
78 LBMC INVESTMENT ADVISORS, LLC 0.38% of their portfolio BRENTWOOD, TN 280,115280.1k $7.1m $7.1m 0.38% Added +47.6k +47,557
79 Praetorian Wealth Management, Inc. 1.20% of their portfolio CARMEL, CA 275,923275.9k $7.0m $7.0m 1.20% Added +4.1k +4,106
80 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 272,590272.6k $6.9m $6.9m 0.00% Added +39.8k +39,840
81 Quantum Financial Advisors, LLC 0.68% of their portfolio SANTA MONICA, CA 271,687271.7k $6.9m $6.9m 0.68% Added +36.9k +36,928
82 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.04% of their portfolio IRVING, TX 267,703267.7k $6.8m $6.8m 0.04% Added +73.9k +73,858
83 Guidance Point Advisors, LLC 1.42% of their portfolio Wellesley, MA 266,941266.9k $6.7m $6.7m 1.42% Added +14.7k +14,664
84 BEESE FULMER INVESTMENT MANAGEMENT, INC. 0.38% of their portfolio CANTON, OH 263,379263.4k $6.7m $6.7m 0.38% Added +65.4k +65,355
85 HAMEL ASSOCIATES, INC. 1.83% of their portfolio Center Valley, PA 262,251262.3k $6.6m $6.6m 1.83% Reduced -617 -617
86 SONATA CAPITAL GROUP INC 2.13% of their portfolio SEATTLE, WA 261,971262.0k $6.6m $6.6m 2.13% Added +13.6k +13,574
87 Penobscot Investment Management Company, Inc. 0.45% of their portfolio BOSTON, MA 260,871260.9k $6.6m $6.6m 0.45% Added +27.1k +27,118
88 MinichMacGregor Wealth Management, LLC 0.97% of their portfolio Saratoga Springs, NY 252,775252.8k $6.4m $6.4m 0.97% Added +6.4k +6,382
89 VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3.14% of their portfolio VIRGINIA BEACH, VA 249,890249.9k $6.3m $6.3m 3.14% Added +50.3k +50,275
90 Heartland Bank & Trust Co 1.29% of their portfolio BLOOMINGTON, IL 247,322247.3k $6.2m $6.2m 1.29% Added +33.8k +33,848
91 Cheviot Value Management, LLC 0.63% of their portfolio BEVERLY HILLS, CA 244,851244.9k $6.2m $6.2m 0.63% Reduced -6.5k -6,491
92 MCF Advisors LLC 0.22% of their portfolio LEXINGTON, KY 244,338244.3k $6.2m $6.2m 0.22% Reduced -7.3k -7,314
93 HARBOR ADVISORY CORP /MA/ 1.64% of their portfolio PORTSMOUTH, NH 242,577242.6k $6.1m $6.1m 1.64% Added +27.3k +27,300
94 Houlihan Financial Resource Group, Ltd. 2.07% of their portfolio ASHBURN, VA 230,329230.3k $5.8m $5.8m 2.07% Added +6.5k +6,464
95 LEAVELL INVESTMENT MANAGEMENT, INC. 0.21% of their portfolio MOBILE, AL 228,180228.2k $5.8m $5.8m 0.21% Added +23.0k +22,979
96 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 227,792227.8k $5.8m $5.8m 0.01% Added +35.0k +34,950
97 DROMS STRAUSS ADVISORS INC /MO/ /ADV 1.30% of their portfolio ST. LOUIS, MO 227,284227.3k $5.7m $5.7m 1.30% Added +13.5k +13,507
98 Wick Capital Partners, LLC 0.85% of their portfolio WAYNE, PA 223,896223.9k $5.7m $5.7m 0.85% Added +34.0k +33,955
99 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.07% of their portfolio MINNEAPOLIS, MN 222,717222.7k $5.6m $5.6m 0.07% Added +54.7k +54,665
100 4Thought Financial Group Inc. 2.55% of their portfolio SYOSSET, NY 215,180215.2k $5.4m $5.4m 2.55% Added +40.8k +40,832