Vault-13

ISHARES TR IBDS

IBONDS 27 ETF · ETP · CUSIP 46435UAA9

380 institutional holders +12 vs Q4 2024
90,227,31290.2m shares reported held*
$2.3bnreported value*
34 new 222 added 62 reduced 20 sold out net bought ≈ $85.0m (+4.8m 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 ($633.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $25.42.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 133Q4 22: 157Q1 23: 187Q2 23: 199Q3 23: 226Q4 23: 287Q1 24: 318Q2 24: 325Q3 24: 331Q4 24: 368Q1 25: 380380Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022133
Q4 2022157
Q1 2023187
Q2 2023199
Q3 2023226
Q4 2023287
Q1 2024318
Q2 2024325
Q3 2024331
Q4 2024368
Q1 2025380

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 23: 135 bought or addedQ2 23: 60 cut or sold outQ3 23: 152 bought or addedQ3 23: 48 cut or sold outQ3 23Q4 23: 192 bought or addedQ4 23: 61 cut or sold outQ1 24: 221 bought or addedQ1 24: 73 cut or sold outQ1 24Q2 24: 225 bought or addedQ2 24: 68 cut or sold outQ3 24: 228 bought or addedQ3 24: 72 cut or sold outQ3 24Q4 24: 257 bought or addedQ4 24: 71 cut or sold outQ1 25: 256 bought or addedQ1 25: 82 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 202313560
Q3 202315248
Q4 202319261
Q1 202422173
Q2 202422568
Q3 202422872
Q4 202425771
Q1 202525682

Biggest buyers

HighTower Advisors, LLC New +1,400,628+1.4m
Klingman & Associates, LLC New +990,859+990.9k
Lido Advisors, LLC Added +822,683+822.7k
HM PAYSON & CO Added +439,798+439.8k
MERCER GLOBAL ADVISORS INC /ADV Added +381,612+381.6k
Wick Capital Partners, LLC Added +294,160+294.2k
CAPITAL ADVISORS INC/OK Added +289,855+289.9k
RENAISSANCE TECHNOLOGIES LLC Added +287,000+287.0k
Aptus Capital Advisors, LLC Added +269,181+269.2k
BANK OF AMERICA CORP /DE/ Added +255,229+255.2k

Biggest sellers

SHUFRO ROSE & CO LLC Reduced -3,395,679-3.4m
HighTower Advisors, LLC Sold out -1,359,406-1.4m
Klingman & Associates, LLC Sold out -1,005,322-1.0m
Corient Private Wealth LP Sold out -717,638-717.6k
PFG Private Wealth Management, LLC Reduced -323,724-323.7k
AMERIPRISE FINANCIAL INC Reduced -287,480-287.5k
CITADEL ADVISORS LLC Reduced -163,623-163.6k
Focus Partners Wealth Sold out -85,784-85.8k
Keeler Thomas Management LLC Reduced -77,090-77.1k
HAMEL ASSOCIATES, INC. Reduced -74,937-74.9k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 8,036,0608.0m $194.3m $194.3m 0.02% Added +255.2k +255,229
2 CAPITAL ADVISORS INC/OK 1.93% of their portfolio TULSA, OK 4,014,1484.0m $97.1m $97.1m 1.93% Added +289.9k +289,855
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,771,1983.8m $91.2m $91.2m 0.01% Added +169.8k +169,781
4 HM PAYSON & CO 1.36% of their portfolio PORTLAND, ME 3,203,5083.2m $77.5m $77.5m 1.36% Added +439.8k +439,798
5 UBS Group AG 0.02% of their portfolio ZURICH, V8 2,857,4922.9m $69.1m $69.1m 0.02% Added +168.1k +168,059
6 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 2,809,3122.8m $67.9m $67.9m 0.03% Added +149.9k +149,865
7 Lido Advisors, LLC 0.39% of their portfolio Los Angeles, CA 2,748,6902.7m $66.5m $66.5m 0.39% Added +822.7k +822,683
8 MERCER GLOBAL ADVISORS INC /ADV 0.14% of their portfolio DENVER, CO 2,508,2782.5m $60.7m $60.7m 0.14% Added +381.6k +381,612
9 Aptus Capital Advisors, LLC 0.66% of their portfolio FAIRHOPE, AL 2,425,2772.4m $58.6m $58.6m 0.66% Added +269.2k +269,181
10 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 2,307,3222.3m $55.8m $55.8m 0.02% Added +108.8k +108,788
11 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 2,110,4162.1m $51.0m $51.0m 0.02% Added +231.3k +231,266
12 Capital Investment Advisors, LLC 0.99% of their portfolio ATLANTA, GA 2,083,2682.1m $50.4m $50.4m 0.99% Added +56.5k +56,521
13 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,846,2411.8m $44.6m $44.6m 0.01% Reduced -10.2k -10,221
14 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,478,3521.5m $35.7m $35.7m 0.01% Added +234.6k +234,644
15 WOODMONT INVESTMENT COUNSEL LLC 2.50% of their portfolio NASHVILLE, TN 1,432,1321.4m $34.6m $34.6m 2.50% Added +75.5k +75,536
16 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 1,400,6281.4m $33.9m $33.9m 0.05% New
17 Gratus Wealth Advisors, LLC 5.09% of their portfolio VIRGINIA BEACH, VA 1,281,9191.3m $31.0m $31.0m 5.09% Added +36.7k +36,699
18 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,265,7361.3m $30.6m $30.6m 0.01% Reduced -287.5k -287,480
19 Sound View Wealth Advisors Group, LLC 2.30% of their portfolio SAVANNAH, GA 1,159,8371.2m $28.0m $28.0m 2.30% Added +116.4k +116,418
20 TRUIST FINANCIAL CORP 0.04% of their portfolio CHARLOTTE, NC 1,151,8111.2m $27.9m $27.9m 0.04% Added +27.8k +27,806
21 SIGMA INVESTMENT COUNSELORS INC 1.67% of their portfolio NORTHVILLE, MI 1,129,9651.1m $27.3m $27.3m 1.67% Added +30.9k +30,872
22 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 1,094,5091.1m $26.5m $26.5m 0.04% Added +117.0k +117,016
23 Kathmere Capital Management, LLC 2.23% of their portfolio WAYNE, PA 1,083,3821.1m $26.2m $26.2m 2.23% Added +93.9k +93,877
24 TABR Capital Management, LLC 26.01% of their portfolio ORANGE, CA 1,032,4421.0m $25.0m $25.0m 26.01% Added +19.7k +19,746
25 HOWLAND CAPITAL MANAGEMENT LLC 1.08% of their portfolio BOSTON, MA 1,005,0301.0m $24.3m $24.3m 1.08% Added +38.9k +38,850
26 Klingman & Associates, LLC 1.47% of their portfolio New York, NY 990,859990.9k $24.0m $24.0m 1.47% New
27 RVW Wealth, LLC 2.20% of their portfolio LOS ANGELES, CA 967,922967.9k $23.4m $23.4m 2.20% Added +11.9k +11,878
28 Venture Visionary Partners LLC 0.93% of their portfolio Sylvania, OH 920,054920.1k $22.2m $22.2m 0.93% Added +64.3k +64,313
29 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 759,758759.8k $18.4m $18.4m 0.02% Added +61.0k +61,044
30 Seven Springs Wealth Group, LLC 6.31% of their portfolio BRENTWOOD, TN 732,460732.5k $17.7m $17.7m 6.31% Added +71.4k +71,425
31 CAPTRUST FINANCIAL ADVISORS 0.04% of their portfolio RALEIGH, NC 705,786705.8k $17.1m $17.1m 0.04% Added +116.2k +116,218
32 HENGEHOLD CAPITAL MANAGEMENT LLC 1.56% of their portfolio CINCINNATI, OH 677,287677.3k $16.4m $16.4m 1.56% Added +90.1k +90,112
33 Summit Asset Management, LLC 2.81% of their portfolio MEMPHIS, TN 672,494672.5k $16.3m $16.3m 2.81% Added +14.0k +14,007
34 MV CAPITAL MANAGEMENT, INC. 1.72% of their portfolio BETHESDA, MD 664,201664.2k $16.1m $16.1m 1.72% Added +68.9k +68,884
35 NewEdge Advisors, LLC 0.09% of their portfolio NEW ORLEANS, LA 643,959644.0k $15.6m $15.6m 0.09% Added +3.8k +3,814
36 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 607,996608.0k $14.7m $14.7m 0.02% Added +67.9k +67,870
37 Glenview Trust Co 0.28% of their portfolio Louisville, KY 598,941598.9k $14.5m $14.5m 0.28% Added +25.6k +25,578
38 BENJAMIN EDWARDS INC 0.20% of their portfolio Clayton, MO 592,281592.3k $14.3m $14.3m 0.20% Added +71.0k +70,998
39 Arrow Financial Corp 1.56% of their portfolio Glens Falls, NY 578,531578.5k $14.0m $14.0m 1.56% Reduced -1.2k -1,194
40 Kestra Advisory Services, LLC 0.07% of their portfolio AUSTIN, TX 565,964566.0k $13.7m $13.7m 0.07% Added +36.4k +36,391
41 Snowden Capital Advisors LLC 0.42% of their portfolio New York, NY 541,086541.1k $13.1m $13.1m 0.42% Added +19.7k +19,718
42 CWM, LLC 0.05% of their portfolio OMAHA, NE 518,918518.9k $12.5m $12.5m 0.05% Added +74.8k +74,794
43 WJ Wealth Management, LLC 4.33% of their portfolio GLENDALE, AZ 506,813506.8k $12.3m $12.3m 4.33% Added +7.5k +7,468
44 Windsor Capital Management, LLC 3.71% of their portfolio Phoenix, AZ 499,581499.6k $12.1m $12.1m 3.71% Added +5.6k +5,601
45 SPINNAKER TRUST 0.72% of their portfolio PORTLAND, ME 455,474455.5k $11.0m $11.0m 0.72% Added +81.6k +81,597
46 REBALANCE, LLC 0.79% of their portfolio PALO ALTO, CA 446,501446.5k $10.8m $10.8m 0.79% Added +88.0k +87,992
47 Mesirow Financial Investment Management, Inc. 0.21% of their portfolio CHICAGO, IL 438,174438.2k $10.6m $10.6m 0.21% Added +60.1k +60,133
48 CENTRAL TRUST Co 0.26% of their portfolio JEFFERSON CITY, MO 437,701437.7k $10.6m $10.6m 0.26% Added +23.5k +23,518
49 RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio NEW YORK, NY 412,900412.9k $10.0m $10.0m 0.02% Added +287.0k +287,000
50 LYELL WEALTH MANAGEMENT, LP 0.88% of their portfolio MENLO PARK, CA 389,449389.4k $9.4m $9.4m 0.88% Added +25.5k +25,528
51 Commonwealth Financial Services, LLC 1.92% of their portfolio VIENNA, WV 386,537386.5k $9.3m $9.3m 1.92% Reduced -735 -735
52 Wick Capital Partners, LLC 2.78% of their portfolio WAYNE, PA 384,466384.5k $9.3m $9.3m 2.78% Added +294.2k +294,160
53 Sanctuary Advisors, LLC 0.06% of their portfolio INDIANAPOLIS, IN 374,137374.1k $9.0m $9.0m 0.06% Added +6.8k +6,820
54 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 354,969355.0k $8.6m $8.6m 0.01% Added +6.7k +6,662
55 Beacon Pointe Advisors, LLC 0.10% of their portfolio NEWPORT BEACH, CA 352,459352.5k $8.5m $8.5m 0.10% Added +23.9k +23,892
56 Strid Group, LLC 1.28% of their portfolio NEWTOWN SQUARE, PA 341,479341.5k $8.3m $8.3m 1.28% Added +142.4k +142,378
57 Peloton Wealth Strategists 3.43% of their portfolio INDIANAPOLIS, IN 339,470339.5k $8.2m $8.2m 3.43% Added +29.3k +29,340
58 Wolfstich Capital, LLC 6.85% of their portfolio MEDFIELD, MA 324,373324.4k $7.6m $7.6m 6.85% Unchanged
59 InvesTrust 2.14% of their portfolio OKLAHOMA CITY, OK 322,879322.9k $7.8m $7.8m 2.14% Added +10.4k +10,450
60 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 315,687315.7k $7.6m $7.6m 0.01% Added +51.5k +51,492
61 ARCADIA INVESTMENT ADVISORS LLC 4.24% of their portfolio EAGLE, ID 313,675313.7k $7.6m $7.6m 4.24% Added +10.2k +10,211
62 NOVEM GROUP 1.06% of their portfolio Rochester, NY 309,131309.1k $7.5m $7.5m 1.06% Added +167.7k +167,728
63 PFG Private Wealth Management, LLC 4.01% of their portfolio LUTZ, FL 306,953307.0k $7.4m $7.4m 4.01% Reduced -323.7k -323,724
64 Northstar Group, Inc. 1.13% of their portfolio NEW YORK, NY 288,165288.2k $7.0m $7.0m 1.13% Added +91.5k +91,483
65 IFP Advisors, Inc 0.21% of their portfolio TAMPA, FL 287,224287.2k $6.9m $6.9m 0.21% Added +34.2k +34,229
66 Probity Advisors, Inc. 1.30% of their portfolio DALLAS, TX 280,964281.0k $6.8m $6.8m 1.30% Reduced -52.5k -52,516
67 MCF Advisors LLC 0.47% of their portfolio LEXINGTON, KY 271,551271.6k $6.6m $6.6m 0.47% Added +41.5k +41,530
68 Keeler Thomas Management LLC 3.15% of their portfolio Orem, UT 265,961266.0k $6.4m $6.4m 3.15% Reduced -77.1k -77,090
69 HAMEL ASSOCIATES, INC. 2.17% of their portfolio Center Valley, PA 264,018264.0k $6.4m $6.4m 2.17% Reduced -74.9k -74,937
70 First National Trust Co 0.26% of their portfolio Johnstown, PA 262,062262.1k $6.3m $6.3m 0.26% Added +42.7k +42,749
71 SPRENG CAPITAL MANAGEMENT, INC. 2.84% of their portfolio Bucyrus, OH 260,077260.1k $6.3m $6.3m 2.84% Added +10.7k +10,692
72 Signature Wealth Management Group 2.42% of their portfolio ATLANTA, GA 256,628256.6k $6.2m $6.2m 2.42% Added +906 +906
73 SUMMIT INVESTMENT ADVISORS, INC. 5.41% of their portfolio HUNT VALLEY, MD 252,469252.5k $6.1m $6.1m 5.41% Added +9.7k +9,732
74 Sandy Spring Bank 0.25% of their portfolio Olney, MD 249,431249.4k $6.0m $6.0m 0.25% Added +10.5k +10,457
75 Stratos Wealth Partners, LTD. 0.09% of their portfolio BEACHWOOD, OH 249,217249.2k $6.0m $6.0m 0.09% Reduced -5.6k -5,573
76 EIGHT 31 FINANCIAL, LLC 3.84% of their portfolio MIDLAND, TX 247,804247.8k $6.0m $6.0m 3.84% New
77 Allworth Financial LP 0.03% of their portfolio FOLSOM, CA 234,543234.5k $5.7m $5.7m 0.03% Reduced -2.5k -2,456
78 SAX WEALTH ADVISORS, LLC 0.40% of their portfolio PARSIPPANY, NJ 232,536232.5k $5.6m $5.6m 0.40% Added +29.7k +29,687
79 Praetorian Wealth Management, Inc. 1.37% of their portfolio CARMEL, CA 231,955232.0k $5.6m $5.6m 1.37% Added +17.1k +17,052
80 Atria Investments, Inc 0.07% of their portfolio Charlotte, NC 221,213221.2k $5.3m $5.3m 0.07% Added +8.8k +8,843
81 Parallel Advisors, LLC 0.12% of their portfolio SAN FRANCISCO, CA 219,918219.9k $5.3m $5.3m 0.12% Reduced -26.3k -26,297
82 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 219,853219.9k $5.3m $5.3m 0.02% Added +5.6k +5,620
83 Houlihan Financial Resource Group, Ltd. 2.38% of their portfolio ASHBURN, VA 219,121219.1k $5.3m $5.3m 2.38% Reduced -4.8k -4,765
84 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 214,316214.3k $5.2m $5.2m 0.01% Added +50.8k +50,780
85 4Thought Financial Group Inc. 3.19% of their portfolio SYOSSET, NY 213,453213.5k $5.2m $5.2m 3.19% Added +24.2k +24,207
86 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 212,873212.9k $5.1m $5.1m 0.02% Added +45.9k +45,899
87 Kesler, Norman & Wride, LLC 0.95% of their portfolio OGDEN, UT 206,695206.7k $5.0m $5.0m 0.95% Added +13.5k +13,482
88 SONATA CAPITAL GROUP INC 2.17% of their portfolio SEATTLE, WA 205,888205.9k $5.0m $5.0m 2.17% Added +1.1k +1,137
89 Leo Wealth, LLC 0.67% of their portfolio HURST, TX 192,907192.9k $4.7m $4.7m 0.67% Added +16.3k +16,294
90 LEAVELL INVESTMENT MANAGEMENT, INC. 0.23% of their portfolio MOBILE, AL 190,243190.2k $4.6m $4.6m 0.23% Added +26.5k +26,526
91 DROMS STRAUSS ADVISORS INC /MO/ /ADV 1.58% of their portfolio ST. LOUIS, MO 190,148190.1k $4.6m $4.6m 1.58% Added +13.0k +12,992
92 GAMMA Investing LLC 0.34% of their portfolio FOSTER CITY, CA 189,899189.9k $4.6m $4.6m 0.34% Added +39.1k +39,052
93 Guidance Point Advisors, LLC 1.29% of their portfolio Wellesley, MA 187,290187.3k $4.5m $4.5m 1.29% Added +2.2k +2,163
94 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 185,957186.0k $4.5m $4.5m 0.01% Reduced -29.6k -29,602
95 Centricity Wealth Management, LLC 3.99% of their portfolio Westerville, OH 181,654181.7k $4.4m $4.4m 3.99% Added +16.9k +16,910
96 TLWM 0.87% of their portfolio SAN ANTONIO, TX 180,496180.5k $4.4m $4.4m 0.87% Reduced -2.6k -2,552
97 Integrated Wealth Concepts LLC 0.05% of their portfolio WALTHAM, MA 179,958180.0k $4.4m $4.4m 0.05% Added +55.1k +55,060
98 Resonant Capital Advisors, LLC 0.30% of their portfolio Madison, WI 178,103178.1k $4.3m $4.3m 0.30% Added +6.3k +6,255
99 VIRGINIA WEALTH MANAGEMENT GROUP, INC. 2.61% of their portfolio VIRGINIA BEACH, VA 174,705174.7k $4.2m $4.2m 2.61% Added +20.2k +20,200
100 Crews Bank & Trust 0.72% of their portfolio PORT CHARLOTTE, FL 173,845173.8k $4.2m $4.2m 0.72% Added +8.6k +8,575