Vault-13

ISHARES TR

IBONDS DEC · CUSIP 46435U697

134 institutional holders
15,155,74815.2m shares reported held*
$344.1mreported value*

* 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 ($10.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $22.71.

Holders, Q3 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CFS Investment Advisory Services, LLC 0.41% of their portfolio TOTOWA, NJ 1,769,5001.8m $1.8m $1.8m 0.41% —
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,019,3261.0m $26.0m $26.0m 0.00% —
3 MERCER GLOBAL ADVISORS INC /ADV 0.12% of their portfolio DENVER, CO 811,408811.4k $20.7m $20.7m 0.12% —
4 Cetera Advisor Networks LLC 0.24% of their portfolio EL SEGUNDO, CA 769,773769.8k $19.6m $19.6m 0.24% —
5 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 697,872697.9k $17.8m $17.8m 0.01% —
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 632,689632.7k $16.1m $16.1m 0.00% —
7 US BANCORP \DE\ 0.03% of their portfolio MINNEAPOLIS, MN 594,659594.7k $15.2m $15.2m 0.03% —
8 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 554,055554.1k $14.1m $14.1m 0.00% —
9 NewEdge Advisors, LLC 0.22% of their portfolio NEW ORLEANS, LA 513,647513.6k $13.1m $13.1m 0.22% —
10 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 487,483487.5k $12.4m $12.4m 0.03% —
11 Salomon & Ludwin, LLC 1.64% of their portfolio RICHMOND, VA 428,250428.2k $10.9m $10.9m 1.64% —
12 LEAVELL INVESTMENT MANAGEMENT, INC. 0.77% of their portfolio MOBILE, AL 382,679382.7k $9.8m $9.8m 0.77% —
13 UBS Group AG 0.01% of their portfolio ZURICH, V8 369,052369.1k $9.4m $9.4m 0.01% —
14 Glenview Trust Co 0.31% of their portfolio Louisville, KY 315,925315.9k $8.1m $8.1m 0.31% —
15 Legacy Private Trust Co. 0.60% of their portfolio NEENAH, WI 246,615246.6k $6.3m $6.3m 0.60% —
16 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 221,816221.8k $5.7m $5.7m 0.01% —
17 Praetorian Wealth Management, Inc. 1.90% of their portfolio CARMEL, CA 198,462198.5k $5.1m $5.1m 1.90% —
18 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.08% of their portfolio ST. LOUIS, MO 191,615191.6k $4.9m $4.9m 0.08% —
19 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 186,430186.4k $4.8m $4.8m 0.01% —
20 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 179,620179.6k $4.6m $4.6m 0.01% —
21 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 173,155173.2k $4.4m $4.4m 0.01% —
22 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 167,032167.0k $4.3m $4.3m 0.00% —
23 Gateway Advisory, LLC 1.05% of their portfolio WESTFIELD, NJ 166,263166.3k $4.2m $4.2m 1.05% —
24 OLD MISSION CAPITAL LLC 0.18% of their portfolio CHICAGO, IL 162,838162.8k $4.2m $4.2m 0.18% —
25 REGIONS FINANCIAL CORP 0.04% of their portfolio BIRMINGHAM, AL 150,281150.3k $3.8m $3.8m 0.04% —
26 Newman Dignan & Sheerar, Inc. 1.37% of their portfolio PROVIDENCE, RI 146,849146.8k $3.7m $3.7m 1.37% —
27 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 144,768144.8k $3.7m $3.7m 0.02% —
28 WOODMONT INVESTMENT COUNSEL LLC 0.43% of their portfolio NASHVILLE, TN 133,500133.5k $3.4m $3.4m 0.43% —
29 Resonant Capital Advisors, LLC 0.51% of their portfolio Madison, WI 132,848132.8k $3.4m $3.4m 0.51% —
30 Stonebridge Capital Advisors LLC 0.42% of their portfolio ST PAUL, MN 127,175127.2k $3.2m $3.2m 0.42% —
31 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 121,135121.1k $3.1m $3.1m 0.00% —
32 SONATA CAPITAL GROUP INC 1.54% of their portfolio SEATTLE, WA 109,365109.4k $2.8m $2.8m 1.54% —
33 SENTINEL PENSION ADVISORS, LLC 0.97% of their portfolio WAKEFIELD, MA 108,656108.7k $2.8m $2.8m 0.97% —
34 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 107,924107.9k $2.8m $2.8m 0.02% —
35 Beacon Pointe Advisors, LLC 0.06% of their portfolio NEWPORT BEACH, CA 107,124107.1k $2.7m $2.7m 0.06% —
36 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 98,96299.0k $2.5m $2.5m 0.00% —
37 CENTRAL TRUST Co 0.09% of their portfolio JEFFERSON CITY, MO 98,20098.2k $2.5m $2.5m 0.09% —
38 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 80,28080.3k $2.0m $2.0m 0.00% —
39 Covington Investment Advisors Inc. 0.53% of their portfolio LIGONIER, PA 79,45779.5k $2.0m $2.0m 0.53% —
40 BRANDYWINE OAK PRIVATE WEALTH LLC 0.27% of their portfolio Kennett Square, PA 76,59776.6k $2.0m $2.0m 0.27% —
41 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 72,10272.1k $1.8m $1.8m 0.00% —
42 Lee Financial Co 0.32% of their portfolio Dallas, TX 67,92067.9k $1.7m $1.7m 0.32% —
43 EATON VANCE MANAGEMENT 0.00% of their portfolio BOSTON, MA 66,61966.6k $1.7m $1.7m 0.00% —
44 Mariner, LLC 0.01% of their portfolio Overland Park, KS 64,58064.6k $1.6m $1.6m 0.01% —
45 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.17% of their portfolio FORT WAYNE, IN 61,75561.8k $1.6m $1.6m 0.17% —
46 American Portfolios Advisors 0.06% of their portfolio HOLBROOK, NY 54,22354.2k $1.4m $1.4m 0.06% —
47 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 50,78950.8k $1.3m $1.3m 0.00% —
48 Carnegie Investment Counsel 0.06% of their portfolio PEPPER PIKE, OH 49,09749.1k $1.3m $1.3m 0.06% —
49 Apollon Wealth Management, LLC 0.10% of their portfolio MOUNT PLEASANT, SC 48,40048.4k $1.2m $1.2m 0.10% —
50 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 45,87845.9k $1.2m $1.2m 0.01% —
51 Paradigm, Strategies in Wealth Management, LLC 1.06% of their portfolio Maple Grove, MN 45,60145.6k $1.2m $1.2m 1.06% —
52 AMG National Trust Bank 0.04% of their portfolio GREENWOOD VILLAGE, CO 42,05042.0k $1.1m $1.1m 0.04% —
53 Roof Eidam Maycock Peralta, LLC 0.40% of their portfolio San Francisco, CA 41,55041.5k $1.1m $1.1m 0.40% —
54 Signature Wealth Management Group 0.54% of their portfolio ATLANTA, GA 41,28241.3k $1.1m $1.1m 0.54% —
55 Sandy Spring Bank 0.07% of their portfolio Olney, MD 41,18041.2k $1.1m $1.1m 0.07% —
56 NORTHCAPE WEALTH MANAGEMENT, LLC 0.37% of their portfolio WILLIAMSVILLE, NY 40,95141.0k $1.0m $1.0m 0.37% —
57 AJ WEALTH STRATEGIES, LLC 0.06% of their portfolio NEW YORK, NY 40,07340.1k $1.0m $1.0m 0.06% —
58 FinTrust Capital Advisors, LLC 0.25% of their portfolio Greenville, SC 37,92437.9k $970.0k $970.0k 0.25% —
59 SIGMA INVESTMENT COUNSELORS INC 0.08% of their portfolio NORTHVILLE, MI 37,02037.0k $944.0k $944.0k 0.08% —
60 DROMS STRAUSS ADVISORS INC /MO/ /ADV 0.47% of their portfolio ST. LOUIS, MO 36,87436.9k $940.0k $940.0k 0.47% —
61 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 36,42036.4k $928.0k $928.0k 0.00% —
62 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 36,40436.4k $929.0k $929.0k 0.00% —
63 BLUE SQUARE ASSET MANAGEMENT, LLC 0.63% of their portfolio NEW YORK, NY 36,17936.2k $923.0k $923.0k 0.63% —
64 FORTE ASSET MANAGEMENT LLC 0.60% of their portfolio BEDFORD, NY 35,40035.4k $903.0k $903.0k 0.60% —
65 Peloton Wealth Strategists 0.45% of their portfolio INDIANAPOLIS, IN 34,20034.2k $872.0k $872.0k 0.45% —
66 PRIVATE TRUST CO NA 0.14% of their portfolio CLEVELAND, OH 33,99234.0k $867.0k $867.0k 0.14% —
67 Global Financial Private Client, LLC 0.48% of their portfolio Sarasota, FL 32,44732.4k $828.0k $828.0k 0.48% —
68 COLONY GROUP LLC 0.01% of their portfolio Boston, MA 31,31231.3k $799.0k $799.0k 0.01% —
69 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 30,84130.8k $787.0k $787.0k 0.00% —
70 4J Wealth Management LLC 1.00% of their portfolio MCLEAN, VA 30,54830.5k $779.0k $779.0k 1.00% —
71 Curbstone Financial Management Corp 0.19% of their portfolio MANCHESTER, NH 29,75029.8k $759.0k $759.0k 0.19% —
72 W.H. Cornerstone Investments Inc. 0.78% of their portfolio KINGSTON, MA 29,06829.1k $744.0k $744.0k 0.78% —
73 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 27,33227.3k $697.0k $697.0k 0.02% —
74 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 26,81726.8k $684.0k $684.0k 0.01% —
75 Tillar-Wenstrup Advisors, LLC 0.33% of their portfolio CENTERVILLE, OH 26,23626.2k $669.0k $669.0k 0.33% —
76 Virginia National Bank 2.04% of their portfolio CHARLOTTESVILLE, VA 25,01625.0k $638.0k $638.0k 2.04% —
77 Ameritas Investment Partners, Inc. 0.03% of their portfolio LINCOLN, NE 24,05124.1k $613.0k $613.0k 0.03% —
78 Sound View Wealth Advisors Group, LLC 0.13% of their portfolio SAVANNAH, GA 23,03723.0k $588.0k $588.0k 0.13% —
79 SPINNAKER TRUST 0.05% of their portfolio PORTLAND, ME 22,81622.8k $582.0k $582.0k 0.05% —
80 Royal Harbor Partners, LLC 0.39% of their portfolio HOUSTON, TX 22,61922.6k $577.0k $577.0k 0.39% —
81 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 21,82421.8k $557.0k $557.0k 0.00% —
82 Tradition Wealth Management, LLC 0.08% of their portfolio EDINA, MN 21,37221.4k $545.0k $545.0k 0.08% —
83 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 20,49520.5k $517.0k $517.0k 0.01% —
84 Rehmann Capital Advisory Group 0.05% of their portfolio LANSING, MI 18,56318.6k $473.5k $473.5k 0.05% —
85 Cornell Pochily Investment Advisors, Inc. 0.20% of their portfolio ITHACA, NY 17,76317.8k $453.0k $453.0k 0.20% —
86 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 16,20416.2k $413.0k $413.0k 0.00% —
87 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 0.02% of their portfolio NORFOLK, VA 15,73615.7k $401.0k $401.0k 0.02% —
88 Wealthstar Advisors, LLC 0.19% of their portfolio Plano, TX 15,72815.7k $401.0k $401.0k 0.19% —
89 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 14,86314.9k $379.0k $379.0k 0.01% —
90 BCS Wealth Management 0.17% of their portfolio JOHNSON CITY, TN 14,35114.4k $366.0k $366.0k 0.17% —
91 Princeton Global Asset Management LLC 0.12% of their portfolio PRINCETON, NJ 14,04414.0k $358.0k $358.0k 0.12% —
92 Atwater Malick LLC 0.20% of their portfolio LANCASTER, PA 13,82613.8k $353.0k $353.0k 0.20% —
93 Ausdal Financial Partners, Inc. 0.06% of their portfolio Davenport, IA 13,72613.7k $350.0k $350.0k 0.06% —
94 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 13,52013.5k $345.0k $345.0k 0.00% —
95 LBMC INVESTMENT ADVISORS, LLC 0.04% of their portfolio BRENTWOOD, TN 13,50413.5k $344.0k $344.0k 0.04% —
96 Asset Dedication, LLC 0.04% of their portfolio SAN FRANCISCO, CA 13,47613.5k $344.0k $344.0k 0.04% —
97 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 13,07113.1k $333.0k $333.0k 0.01% —
98 Klingman & Associates, LLC 0.03% of their portfolio New York, NY 12,88812.9k $329.0k $329.0k 0.03% —
99 PFG Advisors 0.04% of their portfolio Phoenix, AZ 12,75012.8k $325.0k $325.0k 0.04% —
100 BEACON FINANCIAL GROUP 0.05% of their portfolio DALLAS, TX 12,74712.7k $325.0k $325.0k 0.05% —