Vault-13

ISHARES TR IBDS

IBONDS 27 ETF · ETP · CUSIP 46435UAA9

386 institutional holders +6 vs Q1 2025
93,039,21093.0m shares reported held*
$2.4bnreported value*
29 new 203 added 88 reduced 20 sold out net bought ≈ $80.7m (+2.8m 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 ($647.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $25.65.

Trends to Q2 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: 380Q2 25: 386386Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025386

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 23: 152 bought or addedQ3 23: 48 cut or sold outQ4 23: 192 bought or addedQ4 23: 61 cut or sold outQ4 23Q1 24: 221 bought or addedQ1 24: 73 cut or sold outQ2 24: 225 bought or addedQ2 24: 68 cut or sold outQ2 24Q3 24: 228 bought or addedQ3 24: 72 cut or sold outQ4 24: 257 bought or addedQ4 24: 71 cut or sold outQ4 24Q1 25: 256 bought or addedQ1 25: 82 cut or sold outQ2 25: 232 bought or addedQ2 25: 108 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202315248
Q4 202319261
Q1 202422173
Q2 202422568
Q3 202422872
Q4 202425771
Q1 202525682
Q2 2025232108

Biggest buyers

ROYAL BANK OF CANADA Added +1,544,698+1.5m
NOVEM GROUP Added +382,674+382.7k
Lido Advisors, LLC Added +380,249+380.2k
MERCER GLOBAL ADVISORS INC /ADV Added +306,166+306.2k
EP Wealth Advisors, LLC Added +267,046+267.0k
RAYMOND JAMES FINANCIAL INC Added +266,303+266.3k
Atlantic Union Bankshares Corp New +254,312+254.3k
AMERIPRISE FINANCIAL INC Added +236,150+236.2k
MORGAN STANLEY Added +207,984+208.0k
CAPITAL ADVISORS INC/OK Added +198,083+198.1k

Biggest sellers

UBS Group AG Sold out -2,857,492-2.9m
Capital Investment Advisors, LLC Reduced -763,291-763.3k
Wick Capital Partners, LLC Reduced -381,064-381.1k
Wolfstich Capital, LLC Sold out -324,373-324.4k
WJ Wealth Management, LLC Reduced -270,238-270.2k
GAMMA Investing LLC Reduced -140,390-140.4k
Corient Private Wealth LP Sold out -127,812-127.8k
CGN Advisors LLC Reduced -88,661-88.7k
Focus Partners Wealth Sold out -71,636-71.6k
Probity Advisors, Inc. Reduced -49,263-49.3k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 8,112,2448.1m $196.9m $196.9m 0.02% Added +76.2k +76,184
2 CAPITAL ADVISORS INC/OK 1.83% of their portfolio TULSA, OK 4,212,2314.2m $102.2m $102.2m 1.83% Added +198.1k +198,083
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,979,1824.0m $96.6m $96.6m 0.01% Added +208.0k +207,984
4 HM PAYSON & CO 1.25% of their portfolio PORTLAND, ME 3,252,8773.3m $78.9m $78.9m 1.25% Added +49.4k +49,369
5 Lido Advisors, LLC 0.40% of their portfolio Los Angeles, CA 3,128,9393.1m $75.9m $75.9m 0.40% Added +380.2k +380,249
6 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 3,075,6153.1m $74.6m $74.6m 0.03% Added +266.3k +266,303
7 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 3,023,0503.0m $73.4m $73.4m 0.01% Added +1.5m +1,544,698
8 MERCER GLOBAL ADVISORS INC /ADV 0.15% of their portfolio DENVER, CO 2,814,4442.8m $68.3m $68.3m 0.15% Added +306.2k +306,166
9 Aptus Capital Advisors, LLC 0.62% of their portfolio FAIRHOPE, AL 2,581,5932.6m $62.7m $62.7m 0.62% Added +156.3k +156,316
10 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 2,454,3842.5m $59.6m $59.6m 0.02% Added +147.1k +147,062
11 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 2,108,4412.1m $51.2m $51.2m 0.02% Reduced -2.0k -1,975
12 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,818,7171.8m $44.1m $44.1m 0.01% Reduced -27.5k -27,524
13 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,501,8861.5m $36.4m $36.4m 0.01% Added +236.2k +236,150
14 WOODMONT INVESTMENT COUNSEL LLC 2.36% of their portfolio NASHVILLE, TN 1,474,2491.5m $35.8m $35.8m 2.36% Added +42.1k +42,117
15 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 1,435,3971.4m $34.8m $34.8m 0.04% Added +34.8k +34,769
16 Capital Investment Advisors, LLC 0.59% of their portfolio ATLANTA, GA 1,319,9771.3m $33.4m $33.4m 0.59% Reduced -763.3k -763,291
17 Sound View Wealth Advisors Group, LLC 2.37% of their portfolio SAVANNAH, GA 1,319,6101.3m $32.0m $32.0m 2.37% Added +159.8k +159,773
18 Gratus Wealth Advisors, LLC 4.81% of their portfolio VIRGINIA BEACH, VA 1,307,7751.3m $31.7m $31.7m 4.81% Added +25.9k +25,856
19 SIGMA INVESTMENT COUNSELORS INC 1.57% of their portfolio NORTHVILLE, MI 1,173,1131.2m $28.5m $28.5m 1.57% Added +43.1k +43,148
20 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 1,144,4571.1m $27.8m $27.8m 0.04% Added +49.9k +49,948
21 TRUIST FINANCIAL CORP 0.04% of their portfolio CHARLOTTE, NC 1,136,6371.1m $27.6m $27.6m 0.04% Reduced -15.2k -15,174
22 Kathmere Capital Management, LLC 2.10% of their portfolio WAYNE, PA 1,121,7331.1m $27.2m $27.2m 2.10% Added +38.4k +38,351
23 HOWLAND CAPITAL MANAGEMENT LLC 1.04% of their portfolio BOSTON, MA 1,056,0591.1m $25.6m $25.6m 1.04% Added +51.0k +51,029
24 TABR Capital Management, LLC 21.84% of their portfolio ORANGE, CA 1,049,4511.0m $25.5m $25.5m 21.84% Added +17.0k +17,009
25 RVW Wealth, LLC 2.11% of their portfolio LOS ANGELES, CA 1,022,9401.0m $24.8m $24.8m 2.11% Added +55.0k +55,018
26 Klingman & Associates, LLC 1.33% of their portfolio New York, NY 991,308991.3k $24.1m $24.1m 1.33% Added +449 +449
27 Venture Visionary Partners LLC 0.90% of their portfolio Sylvania, OH 982,970983.0k $23.9m $23.9m 0.90% Added +62.9k +62,916
28 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 912,441912.4k $22.1m $22.1m 0.02% Added +152.7k +152,683
29 HENGEHOLD CAPITAL MANAGEMENT LLC 1.91% of their portfolio CINCINNATI, OH 863,608863.6k $21.0m $21.0m 1.91% Added +186.3k +186,321
30 Seven Springs Wealth Group, LLC 4.86% of their portfolio BRENTWOOD, TN 808,173808.2k $19.6m $19.6m 4.86% Added +75.7k +75,713
31 CAPTRUST FINANCIAL ADVISORS 0.04% of their portfolio RALEIGH, NC 767,151767.2k $18.6m $18.6m 0.04% Added +61.4k +61,365
32 NOVEM GROUP 2.13% of their portfolio Rochester, NY 691,805691.8k $16.8m $16.8m 2.13% Added +382.7k +382,674
33 Summit Asset Management, LLC 2.71% of their portfolio MEMPHIS, TN 685,568685.6k $16.6m $16.6m 2.71% Added +13.1k +13,074
34 MV CAPITAL MANAGEMENT, INC. 1.69% of their portfolio BETHESDA, MD 675,836675.8k $16.4m $16.4m 1.69% Added +11.6k +11,635
35 BENJAMIN EDWARDS INC 0.21% of their portfolio Clayton, MO 673,159673.2k $16.3m $16.3m 0.21% Added +80.9k +80,878
36 Kestra Advisory Services, LLC 0.08% of their portfolio AUSTIN, TX 657,531657.5k $16.0m $16.0m 0.08% Added +91.6k +91,567
37 Glenview Trust Co 0.27% of their portfolio Louisville, KY 643,728643.7k $15.6m $15.6m 0.27% Added +44.8k +44,787
38 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 620,753620.8k $15.1m $15.1m 0.02% Added +12.8k +12,757
39 NewEdge Advisors, LLC 0.08% of their portfolio NEW ORLEANS, LA 613,506613.5k $14.9m $14.9m 0.08% Reduced -30.5k -30,453
40 Arrow Financial Corp 1.46% of their portfolio Glens Falls, NY 571,307571.3k $13.9m $13.9m 1.46% Reduced -7.2k -7,224
41 Snowden Capital Advisors LLC 0.39% of their portfolio New York, NY 540,161540.2k $13.1m $13.1m 0.39% Reduced -925 -925
42 CWM, LLC 0.04% of their portfolio OMAHA, NE 517,077517.1k $12.5m $12.5m 0.04% Reduced -1.8k -1,841
43 Global Retirement Partners, LLC 0.30% of their portfolio San Rafael, CA 494,190494.2k $12.0m $12.0m 0.30% First filing
44 SPINNAKER TRUST 0.69% of their portfolio PORTLAND, ME 471,129471.1k $11.4m $11.4m 0.69% Added +15.7k +15,655
45 Windsor Capital Management, LLC 3.26% of their portfolio Phoenix, AZ 459,995460.0k $11.2m $11.2m 3.26% Reduced -39.6k -39,586
46 REBALANCE, LLC 0.75% of their portfolio PALO ALTO, CA 452,728452.7k $11.0m $11.0m 0.75% Added +6.2k +6,227
47 CENTRAL TRUST Co 0.25% of their portfolio JEFFERSON CITY, MO 451,082451.1k $10.9m $10.9m 0.25% Added +13.4k +13,381
48 Mesirow Financial Investment Management, Inc. 0.21% of their portfolio CHICAGO, IL 443,466443.5k $10.8m $10.8m 0.21% Added +5.3k +5,292
49 Strid Group, LLC 1.48% of their portfolio NEWTOWN SQUARE, PA 434,884434.9k $10.6m $10.6m 1.48% Added +93.4k +93,405
50 First International Bank of Israel Ltd. 6.05% of their portfolio TEL AVIV, L3 423,549423.5k $10.3m $10.3m 6.05% First filing
51 LYELL WEALTH MANAGEMENT, LP 0.78% of their portfolio MENLO PARK, CA 409,350409.4k $9.9m $9.9m 0.78% Added +19.9k +19,901
52 Commonwealth Financial Services, LLC 1.84% of their portfolio VIENNA, WV 392,771392.8k $9.5m $9.5m 1.84% Added +6.2k +6,234
53 EP Wealth Advisors, LLC 0.06% of their portfolio TORRANCE, CA 391,528391.5k $9.5m $9.5m 0.06% Added +267.0k +267,046
54 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 378,169378.2k $9.2m $9.2m 0.01% Added +62.5k +62,482
55 Sanctuary Advisors, LLC 0.05% of their portfolio INDIANAPOLIS, IN 365,693365.7k $8.9m $8.9m 0.05% Reduced -8.4k -8,444
56 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 364,854364.9k $8.9m $8.9m 0.01% Reduced -48.0k -48,046
57 Beacon Pointe Advisors, LLC 0.09% of their portfolio NEWPORT BEACH, CA 360,844360.8k $8.8m $8.8m 0.09% Added +8.4k +8,385
58 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 353,783353.8k $8.6m $8.6m 0.01% Reduced -1.2k -1,186
59 Northstar Group, Inc. 1.32% of their portfolio NEW YORK, NY 351,530351.5k $8.5m $8.5m 1.32% Added +63.4k +63,365
60 Peloton Wealth Strategists 3.30% of their portfolio INDIANAPOLIS, IN 339,370339.4k $8.2m $8.2m 3.30% Reduced -100 -100
61 InvesTrust 3.02% of their portfolio OKLAHOMA CITY, OK 322,869322.9k $7.8m $7.8m 3.02% Reduced -10 -10
62 ARCADIA INVESTMENT ADVISORS LLC 3.95% of their portfolio EAGLE, ID 314,361314.4k $7.6m $7.6m 3.95% Added +686 +686
63 PFG Private Wealth Management, LLC 3.91% of their portfolio LUTZ, FL 312,974313.0k $7.6m $7.6m 3.91% Added +6.0k +6,021
64 IFP Advisors, Inc 0.21% of their portfolio TAMPA, FL 303,559303.6k $7.4m $7.4m 0.21% Added +16.3k +16,335
65 First National Trust Co 0.26% of their portfolio Johnstown, PA 290,329290.3k $7.0m $7.0m 0.26% Added +28.3k +28,267
66 SPRENG CAPITAL MANAGEMENT, INC. 2.74% of their portfolio Bucyrus, OH 272,957273.0k $6.6m $6.6m 2.74% Added +12.9k +12,880
67 MCF Advisors LLC 0.43% of their portfolio LEXINGTON, KY 270,269270.3k $6.6m $6.6m 0.43% Reduced -1.3k -1,282
68 SUMMIT INVESTMENT ADVISORS, INC. 5.24% of their portfolio HUNT VALLEY, MD 262,378262.4k $6.4m $6.4m 5.24% Added +9.9k +9,909
69 Signature Wealth Management Group 2.50% of their portfolio ATLANTA, GA 260,900260.9k $6.3m $6.3m 2.50% Added +4.3k +4,272
70 HAMEL ASSOCIATES, INC. 2.11% of their portfolio Center Valley, PA 257,028257.0k $6.2m $6.2m 2.11% Reduced -7.0k -6,990
71 EIGHT 31 FINANCIAL, LLC 4.08% of their portfolio MIDLAND, TX 254,325254.3k $6.2m $6.2m 4.08% Added +6.5k +6,521
72 Atlantic Union Bankshares Corp 0.14% of their portfolio GLEN ALLEN, VA 254,312254.3k $6.2m $6.2m 0.14% New
73 Parallel Advisors, LLC 0.12% of their portfolio SAN FRANCISCO, CA 240,100240.1k $5.8m $5.8m 0.12% Added +20.2k +20,182
74 Praetorian Wealth Management, Inc. 1.34% of their portfolio CARMEL, CA 239,310239.3k $5.8m $5.8m 1.34% Added +7.4k +7,355
75 WJ Wealth Management, LLC 1.81% of their portfolio GLENDALE, AZ 236,575236.6k $5.7m $5.7m 1.81% Reduced -270.2k -270,238
76 Allworth Financial LP 0.03% of their portfolio FOLSOM, CA 235,615235.6k $5.7m $5.7m 0.03% Added +1.1k +1,072
77 Probity Advisors, Inc. 0.99% of their portfolio DALLAS, TX 231,701231.7k $5.6m $5.6m 0.99% Reduced -49.3k -49,263
78 Stratos Wealth Partners, LTD. 0.07% of their portfolio BEACHWOOD, OH 225,744225.7k $5.5m $5.5m 0.07% Reduced -23.5k -23,473
79 Keeler Thomas Management LLC 2.35% of their portfolio Orem, UT 225,459225.5k $5.5m $5.5m 2.35% Reduced -40.5k -40,502
80 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 224,270224.3k $5.4m $5.4m 0.01% Added +10.0k +9,954
81 SAX WEALTH ADVISORS, LLC 0.33% of their portfolio PARSIPPANY, NJ 223,860223.9k $5.4m $5.4m 0.33% Reduced -8.7k -8,676
82 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 223,333223.3k $5.4m $5.4m 0.02% Added +10.5k +10,460
83 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 219,002219.0k $5.3m $5.3m 0.01% Reduced -851 -851
84 Houlihan Financial Resource Group, Ltd. 2.19% of their portfolio ASHBURN, VA 217,744217.7k $5.3m $5.3m 2.19% Reduced -1.4k -1,377
85 SONATA CAPITAL GROUP INC 2.09% of their portfolio SEATTLE, WA 215,293215.3k $5.2m $5.2m 2.09% Added +9.4k +9,405
86 LEAVELL INVESTMENT MANAGEMENT, INC. 0.23% of their portfolio MOBILE, AL 210,028210.0k $5.1m $5.1m 0.23% Added +19.8k +19,785
87 Kesler, Norman & Wride, LLC 0.88% of their portfolio OGDEN, UT 205,338205.3k $5.0m $5.0m 0.88% Reduced -1.4k -1,357
88 Centricity Wealth Management, LLC 3.94% of their portfolio Westerville, OH 203,151203.2k $4.9m $4.9m 3.94% Added +21.5k +21,497
89 Atria Investments, Inc 0.06% of their portfolio Charlotte, NC 200,543200.5k $4.9m $4.9m 0.06% Reduced -20.7k -20,670
90 Leo Wealth, LLC 0.38% of their portfolio HURST, TX 199,970200.0k $4.9m $4.9m 0.38% Added +7.1k +7,063
91 4Thought Financial Group Inc. 2.55% of their portfolio SYOSSET, NY 197,511197.5k $4.8m $4.8m 2.55% Reduced -15.9k -15,942
92 LBMC INVESTMENT ADVISORS, LLC 0.34% of their portfolio BRENTWOOD, TN 195,185195.2k $4.7m $4.7m 0.34% Added +72.2k +72,232
93 Integrated Wealth Concepts LLC 0.05% of their portfolio WALTHAM, MA 194,237194.2k $4.7m $4.7m 0.05% Added +14.3k +14,279
94 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 192,817192.8k $4.7m $4.7m 0.01% Added +6.9k +6,860
95 DROMS STRAUSS ADVISORS INC /MO/ /ADV 1.42% of their portfolio ST. LOUIS, MO 190,901190.9k $4.6m $4.6m 1.42% Added +753 +753
96 Krilogy Financial LLC 0.26% of their portfolio ST. LOUIS, MO 188,608188.6k $4.6m $4.6m 0.26% Added +31.6k +31,632
97 Guidance Point Advisors, LLC 1.17% of their portfolio Wellesley, MA 186,999187.0k $4.5m $4.5m 1.17% Reduced -291 -291
98 Merit Financial Group, LLC 0.05% of their portfolio ALPHARETTA, GA 185,813185.8k $4.5m $4.5m 0.05% New
99 Resonant Capital Advisors, LLC 0.29% of their portfolio Madison, WI 185,555185.6k $4.5m $4.5m 0.29% Added +7.5k +7,452
100 Sightline Wealth Advisors, LLC 2.17% of their portfolio GROTON, CT 185,356185.4k $4.5m $4.5m 2.17% Added +48.6k +48,586