ISHARES TR IBDS
IBONDS 27 ETF · ETP · CUSIP 46435UAA9
133
institutional holders
29.4m
shares reported held*
$692.3mreported 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 ($770.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $23.55.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Aptus Capital Advisors, LLC 4.63% of their portfolio | 6.3m $145.1m | — |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 2.16% of their portfolio | 2.2m $50.3m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.6m $37.7m | — |
| CAPITAL ADVISORS INC/OK 0.98% of their portfolio | 1.4m $31.7m | — |
| Capital Investment Advisors, LLC 0.97% of their portfolio | 1.2m $28.4m | — |
| Gateway Advisory, LLC 5.95% of their portfolio | 1.0m $24.0m | — |
| SIGMA INVESTMENT COUNSELORS INC 1.96% of their portfolio | 999.5k $23.0m | — |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 733.8k $16.9m | — |
| MORGAN STANLEY 0.00% of their portfolio | 726.9k $16.7m | — |
| TRUIST FINANCIAL CORP 0.03% of their portfolio | 670.6k $15.4m | — |
| Klingman & Associates, LLC 1.49% of their portfolio | 660.2k $15.2m | — |
| LPL Financial LLC 0.01% of their portfolio | 643.4k $14.8m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 628.6k $14.5m | — |
| Advisors Capital Management, LLC 0.38% of their portfolio | 608.9k $14.2m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.08% of their portfolio | 576.0k $13.2m | — |
| HighTower Advisors, LLC 0.03% of their portfolio | 516.5k $11.9m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 467.4k $10.8m | — |
| CONFLUENCE INVESTMENT MANAGEMENT LLC 0.17% of their portfolio | 442.2k $10.2m | — |
| Janney Montgomery Scott LLC 0.04% of their portfolio | 404.3k $9.3m | — |
| US BANCORP \DE\ 0.02% of their portfolio | 394.1k $9.1m | — |
| Sound View Wealth Advisors Group, LLC 2.01% of their portfolio | 389.6k $9.0m | — |
| Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio | 367.3k $8.4m | — |
| WOODMONT INVESTMENT COUNSEL LLC 1.03% of their portfolio | 357.4k $8.2m | — |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 344.7k $7.9m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 340.6k $7.8m | — |
| Arrow Financial Corp 1.11% of their portfolio | 330.9k $7.6m | — |
| PFG Private Wealth Management, LLC 4.37% of their portfolio | 289.1k $6.6m | — |
| Matthew Goff Investment Advisor, LLC 1.89% of their portfolio | 288.2k $6.6m | — |
| UBS Group AG 0.00% of their portfolio | 282.9k $6.5m | — |
| BRR OpCo, LLC 0.78% of their portfolio | 274.8k $6.3m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio | 255.9k $5.9m | — |
| ARCADIA INVESTMENT ADVISORS LLC 3.95% of their portfolio | 227.4k $5.2m | — |
| Sandy Spring Bank 0.32% of their portfolio | 222.6k $5.1m | — |
| Signature Wealth Management Group 2.53% of their portfolio | 216.6k $5.0m | — |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 213.3k $4.9m | — |
| Peloton Wealth Strategists 2.16% of their portfolio | 180.7k $4.2m | — |
| CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio | 157.6k $3.6m | — |
| 4Thought Financial Group Inc. 3.43% of their portfolio | 151.8k $3.5m | — |
| Krilogy Financial LLC 0.38% of their portfolio | 137.1k $3.2m | — |
| TLWM 2.02% of their portfolio | 131.9k $4.6m | — |
| Guidance Point Advisors, LLC 1.38% of their portfolio | 131.1k $3.0m | — |
| Praetorian Wealth Management, Inc. 1.09% of their portfolio | 126.8k $2.9m | — |
| CGN Advisors LLC 0.60% of their portfolio | 103.8k $2.4m | — |
| Associated Banc-Corp 0.10% of their portfolio | 96.6k $2.2m | — |
| Bank of New York Mellon Corp 0.00% of their portfolio | 92.7k $2.1m | — |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. 1.51% of their portfolio | 87.7k $2.0m | — |
| Camelot Portfolios, LLC 1.87% of their portfolio | 86.2k $2.0m | — |
| LYELL WEALTH MANAGEMENT, LP 0.33% of their portfolio | 84.2k $1.9m | — |
| WRAPMANAGER INC 0.64% of their portfolio | 81.9k $1.9m | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio | 75.5k $1.7m | — |
| CENTRAL TRUST Co 0.06% of their portfolio | 75.5k $1.7m | — |
| Kesler, Norman & Wride, LLC 0.48% of their portfolio | 74.2k $1.7m | — |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 60.0k $1.4m | — |
| VALLEY WEALTH MANAGERS, INC. 0.13% of their portfolio | 58.0k $1.3m | — |
| FULTON BREAKEFIELD BROENNIMAN LLC 0.13% of their portfolio | 57.9k $1.3m | — |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 57.0k $1.3m | — |
| Laurel Wealth Advisors LLC 0.29% of their portfolio | 49.3k $1.1m | — |
| FinTrust Capital Advisors, LLC 0.26% of their portfolio | 44.4k $1.0m | — |
| OLD MISSION CAPITAL LLC 0.04% of their portfolio | 42.2k $972.0k | — |
| Cornell Pochily Investment Advisors, Inc. 0.39% of their portfolio | 39.0k $898.0k | — |
| LITTLE HOUSE CAPITAL LLC 0.48% of their portfolio | 39.0k $897.0k | — |
| RVW Wealth, LLC 0.12% of their portfolio | 38.0k $874.0k | — |
| Creative Planning 0.00% of their portfolio | 37.7k $867.0k | — |
| Archford Capital Strategies, LLC 0.22% of their portfolio | 37.0k $851.0k | — |
| Farmers National Bank 0.34% of their portfolio | 36.8k $846.0k | — |
| Redwood Financial Network Corp 0.96% of their portfolio | 36.7k $844.0k | — |
| Timber Creek Capital Management LLC 0.28% of their portfolio | 30.9k $709.0k | — |
| Princeton Global Asset Management LLC 0.24% of their portfolio | 30.3k $697.0k | — |
| Asset Dedication, LLC 0.07% of their portfolio | 27.2k $624.0k | — |
| American Portfolios Advisors 0.03% of their portfolio | 26.6k $611.5k | — |
| Dorsey & Whitney Trust CO LLC 0.06% of their portfolio | 26.0k $598.0k | — |
| MEITAV INVESTMENT HOUSE LTD 0.01% of their portfolio | 25.3k $583.0k | — |
| Mariner, LLC 0.00% of their portfolio | 25.1k $578.0k | — |
| CABOT WEALTH MANAGEMENT INC 0.10% of their portfolio | 24.9k $573.0k | — |
| Bank of New Hampshire 0.17% of their portfolio | 23.5k $541.0k | — |
| BENJAMIN EDWARDS INC 0.16% of their portfolio | 23.5k $540.0k | — |
| MCF Advisors LLC 0.06% of their portfolio | 23.1k $532.0k | — |
| Kistler-Tiffany Companies, LLC 0.11% of their portfolio | 21.9k $504.0k | — |
| Exchange Capital Management, Inc. 0.11% of their portfolio | 21.2k $489.0k | — |
| Legacy CG, LLC 0.32% of their portfolio | 21.2k $488.0k | — |
| American Money Management, LLC 0.15% of their portfolio | 20.9k $480.0k | — |
| First Interstate Bank 0.04% of their portfolio | 20.3k $467.0k | — |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.06% of their portfolio | 19.4k $446.0k | — |
| Cetera Advisors LLC 0.01% of their portfolio | 19.2k $441.0k | — |
| Cetera Advisor Networks LLC 0.01% of their portfolio | 18.9k $434.0k | — |
| Segment Wealth Management, LLC 0.05% of their portfolio | 18.3k $421.0k | — |
| ALTERNA WEALTH MANAGEMENT, INC 0.49% of their portfolio | 17.9k $412.0k | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 17.9k $412.0k | — |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 17.9k $411.0k | — |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 16.7k $385.0k | — |
| Snowden Capital Advisors LLC 0.02% of their portfolio | 16.4k $376.0k | — |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 16.3k $375.0k | — |
| Cypress Wealth Services, LLC 0.11% of their portfolio | 14.1k $324.0k | — |
| Treynor Bancshares, Inc. 0.23% of their portfolio | 13.6k $313.0k | — |
| Mutual Advisors, LLC 0.01% of their portfolio | 12.1k $279.0k | — |
| Venture Visionary Partners LLC 0.02% of their portfolio | 11.8k $271.0k | — |
| Forvis Mazars Wealth Advisors, LLC 0.01% of their portfolio | 11.6k $267.0k | — |
| THOROUGHBRED FINANCIAL SERVICES, LLC 0.05% of their portfolio | 10.5k $240.0k | — |
| Householder Group Estate & Retirement Specialist, LLC 0.10% of their portfolio | 10.4k $238.0k | — |
| Roble, Belko & Company, Inc 0.05% of their portfolio | 9.8k $225.0k | — |