Vault-13

ISHARES TR IBDS

IBONDS 27 ETF · ETP · CUSIP 46435UAA9

445 institutional holders +13 vs Q4 2025
107,622,475107.6m shares reported held*
$2.9bnreported value*
49 new 249 added 76 reduced 33 sold out net bought ≈ $160.9m (+2.9m 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 ($630.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $26.50.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 133Q4 22: 157Q1 23: 187Q2 23: 199Q3 23: 226Q4 23: 287Q1 24: 318Q2 24: 325Q3 24: 331Q4 24: 368Q1 25: 380Q2 25: 386Q3 25: 398Q4 25: 432Q1 26: 445445Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 2025398
Q4 2025432
Q1 2026445

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 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 25Q2 25: 232 bought or addedQ2 25: 108 cut or sold outQ3 25: 252 bought or addedQ3 25: 107 cut or sold outQ3 25Q4 25: 280 bought or addedQ4 25: 106 cut or sold outQ1 26: 298 bought or addedQ1 26: 109 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202422568
Q3 202422872
Q4 202425771
Q1 202525682
Q2 2025232108
Q3 2025252107
Q4 2025280106
Q1 2026298109

Biggest buyers

HighTower Advisors, LLC New +1,815,796+1.8m
Lido Advisors, LLC Added +1,093,639+1.1m
Klingman & Associates, LLC New +985,527+985.5k
THREADGILL FINANCIAL, LLC Added +554,192+554.2k
UBS Group AG Added +360,887+360.9k
Mesirow Financial Investment Management, Inc. Added +350,719+350.7k
BANK OF AMERICA CORP /DE/ Added +312,522+312.5k
BEESE FULMER INVESTMENT MANAGEMENT, INC. Added +301,620+301.6k
MORGAN STANLEY Added +260,402+260.4k
LBMC INVESTMENT ADVISORS, LLC New +259,209+259.2k

Biggest sellers

HighTower Advisors, LLC Sold out -1,799,646-1.8m
Klingman & Associates, LLC Sold out -1,027,244-1.0m
Venture Visionary Partners LLC Reduced -588,674-588.7k
CONFLUENCE INVESTMENT MANAGEMENT LLC Sold out -393,499-393.5k
WELLS FARGO & COMPANY/MN Reduced -337,947-337.9k
SPRENG CAPITAL MANAGEMENT, INC. Sold out -290,835-290.8k
LBMC INVESTMENT ADVISORS, LLC Sold out -243,522-243.5k
Arrow Financial Corp Reduced -141,816-141.8k
Foundation Wealth Management, LLC Sold out -134,721-134.7k
Keeler Thomas Management LLC Reduced -121,108-121.1k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 9,267,3489.3m $224.6m $224.6m 0.02% Added +312.5k +312,522
2 MERCER GLOBAL ADVISORS INC /ADV 0.19% of their portfolio DENVER, CO 5,201,1275.2m $126.1m $126.1m 0.19% Added +25.4k +25,381
3 Lido Advisors, LLC 0.44% of their portfolio Los Angeles, CA 4,651,0504.7m $112.7m $112.7m 0.44% Added +1.1m +1,093,639
4 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 4,400,0054.4m $106.7m $106.7m 0.01% Added +260.4k +260,402
5 UBS Group AG 0.02% of their portfolio ZURICH, V8 4,263,3904.3m $103.3m $103.3m 0.02% Added +360.9k +360,887
6 HM PAYSON & CO 1.45% of their portfolio PORTLAND, ME 4,133,6844.1m $100.2m $100.2m 1.45% Reduced -104.8k -104,830
7 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 3,437,6093.4m $83.3m $83.3m 0.02% Added +189.3k +189,329
8 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 3,375,7773.4m $81.8m $81.8m 0.03% Added +28.4k +28,394
9 Sound View Wealth Advisors Group, LLC 3.38% of their portfolio SAVANNAH, GA 2,048,9742.0m $49.7m $49.7m 3.38% Added +66.3k +66,283
10 CAPITAL ADVISORS INC/OK 0.75% of their portfolio TULSA, OK 1,933,0081.9m $46.9m $46.9m 0.75% Added +91.2k +91,196
11 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,819,2411.8m $44.0m $44.0m 0.01% Added +99.1k +99,072
12 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 1,815,7961.8m $44.0m $44.0m 0.05% New
13 Capital Investment Advisors, LLC 0.63% of their portfolio ATLANTA, GA 1,762,4491.8m $42.7m $42.7m 0.63% Added +141.3k +141,293
14 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,710,3531.7m $41.5m $41.5m 0.01% Added +73.3k +73,327
15 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,627,9201.6m $39.5m $39.5m 0.01% Reduced -337.9k -337,947
16 COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio WALTHAM, MA 1,483,2601.5m $36.0m $36.0m 0.05% Reduced -53.7k -53,747
17 Gratus Wealth Advisors, LLC 5.14% of their portfolio VIRGINIA BEACH, VA 1,465,1271.5m $35.5m $35.5m 5.14% Added +63.1k +63,140
18 CAPTRUST FINANCIAL ADVISORS 0.06% of their portfolio RALEIGH, NC 1,455,9701.5m $35.3m $35.3m 0.06% Added +95.1k +95,096
19 THREADGILL FINANCIAL, LLC 10.00% of their portfolio SPRING, TX 1,420,6361.4m $34.4m $34.4m 10.00% Added +554.2k +554,192
20 Kathmere Capital Management, LLC 2.06% of their portfolio WAYNE, PA 1,371,2081.4m $33.2m $33.2m 2.06% Added +112.3k +112,313
21 WOODMONT INVESTMENT COUNSEL LLC 2.03% of their portfolio NASHVILLE, TN 1,360,2901.4m $33.0m $33.0m 2.03% Reduced -2.6k -2,601
22 SIGMA INVESTMENT COUNSELORS INC 1.66% of their portfolio NORTHVILLE, MI 1,295,7661.3m $31.4m $31.4m 1.66% Added +18.6k +18,575
23 HOWLAND CAPITAL MANAGEMENT LLC 1.22% of their portfolio BOSTON, MA 1,269,8201.3m $30.8m $30.8m 1.22% Added +32.2k +32,247
24 RVW Wealth, LLC 2.30% of their portfolio LOS ANGELES, CA 1,217,9201.2m $29.5m $29.5m 2.30% Added +47.3k +47,339
25 TRUIST FINANCIAL CORP 0.04% of their portfolio CHARLOTTE, NC 1,150,5061.2m $27.9m $27.9m 0.04% Added +17.3k +17,315
26 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 1,017,4611.0m $24.7m $24.7m 0.02% Reduced -95.5k -95,547
27 Kestra Advisory Services, LLC 0.09% of their portfolio AUSTIN, TX 1,003,9641.0m $24.3m $24.3m 0.09% Added +201.9k +201,891
28 TABR Capital Management, LLC 22.09% of their portfolio ORANGE, CA 990,460990.5k $24.0m $24.0m 22.09% Added +31.0k +30,999
29 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 986,619986.6k $23.9m $23.9m 0.01% Added +61.8k +61,789
30 Klingman & Associates, LLC 1.14% of their portfolio New York, NY 985,527985.5k $23.9m $23.9m 1.14% New
31 Wick Capital Partners, LLC 3.95% of their portfolio WAYNE, PA 893,964894.0k $21.7m $21.7m 3.95% Added +85.6k +85,593
32 MV CAPITAL MANAGEMENT, INC. 2.04% of their portfolio BETHESDA, MD 857,584857.6k $20.8m $20.8m 2.04% Added +54.1k +54,102
33 BENJAMIN EDWARDS INC 0.19% of their portfolio Clayton, MO 787,989788.0k $19.1m $19.1m 0.19% Added +57.7k +57,674
34 Summit Asset Management, LLC 2.60% of their portfolio MEMPHIS, TN 772,155772.2k $18.7m $18.7m 2.60% Added +9.3k +9,337
35 REBALANCE, LLC 1.07% of their portfolio PALO ALTO, CA 759,422759.4k $18.4m $18.4m 1.07% Reduced -12.9k -12,933
36 NewEdge Advisors, LLC 0.07% of their portfolio NEW ORLEANS, LA 757,080757.1k $18.4m $18.4m 0.07% Added +33.2k +33,169
37 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 756,131756.1k $18.3m $18.3m 0.02% Added +24.4k +24,395
38 Meiji Yasuda Life Insurance Co 0.63% of their portfolio TOKYO, M0 755,000755.0k $18.3m $18.3m 0.63% Added +187.0k +187,000
39 Glenview Trust Co 0.28% of their portfolio Louisville, KY 739,672739.7k $17.9m $17.9m 0.28% Reduced -2.0k -1,983
40 Mesirow Financial Investment Management, Inc. 0.29% of their portfolio CHICAGO, IL 739,406739.4k $17.9m $17.9m 0.29% Added +350.7k +350,719
41 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 701,448701.4k $17.0m $17.0m 0.02% Added +32.2k +32,218
42 SPINNAKER TRUST 0.91% of their portfolio PORTLAND, ME 680,902680.9k $16.5m $16.5m 0.91% Added +94.0k +93,956
43 Sanctuary Advisors, LLC 0.09% of their portfolio INDIANAPOLIS, IN 666,245666.2k $16.1m $16.1m 0.09% Added +29.0k +29,041
44 Stratos Wealth Partners, LTD. 0.18% of their portfolio BEACHWOOD, OH 640,613640.6k $15.5m $15.5m 0.18% Added +77.1k +77,101
45 Strid Group, LLC 1.84% of their portfolio NEWTOWN SQUARE, PA 614,150614.1k $14.9m $14.9m 1.84% Added +86.1k +86,127
46 CENTRAL TRUST Co 0.29% of their portfolio JEFFERSON CITY, MO 612,998613.0k $14.9m $14.9m 0.29% Added +11.3k +11,254
47 BlackRock, Inc. 0.00% of their portfolio New York, NY 591,182591.2k $14.3m $14.3m 0.00% Added +220.6k +220,586
48 CWM, LLC 0.04% of their portfolio OMAHA, NE 582,167582.2k $14.1m $14.1m 0.04% Added +82.4k +82,392
49 First National Trust Co 0.48% of their portfolio Johnstown, PA 579,749579.7k $14.1m $14.1m 0.48% Added +141.7k +141,659
50 Venture Visionary Partners LLC 0.46% of their portfolio Sylvania, OH 572,850572.9k $13.9m $13.9m 0.46% Reduced -588.7k -588,674
51 LYELL WEALTH MANAGEMENT, LP 0.99% of their portfolio MENLO PARK, CA 556,683556.7k $13.5m $13.5m 0.99% Added +34.7k +34,720
52 NOVEM GROUP 1.45% of their portfolio Rochester, NY 520,477520.5k $12.6m $12.6m 1.45% Added +109.6k +109,573
53 EP Wealth Advisors, LLC 0.06% of their portfolio TORRANCE, CA 511,346511.3k $12.4m $12.4m 0.06% Reduced -4.9k -4,852
54 Beacon Pointe Advisors, LLC 0.06% of their portfolio NEWPORT BEACH, CA 483,816483.8k $11.7m $11.7m 0.06% Added +46.5k +46,459
55 Northstar Group, Inc. 1.66% of their portfolio NEW YORK, NY 483,102483.1k $11.7m $11.7m 1.66% Added +27.6k +27,568
56 Commonwealth Financial Services, LLC 1.79% of their portfolio VIENNA, WV 466,908466.9k $11.3m $11.3m 1.79% Added +32.3k +32,281
57 BEESE FULMER INVESTMENT MANAGEMENT, INC. 0.70% of their portfolio CANTON, OH 451,426451.4k $10.9m $10.9m 0.70% Added +301.6k +301,620
58 Arrow Financial Corp 1.06% of their portfolio Glens Falls, NY 434,774434.8k $10.5m $10.5m 1.06% Reduced -141.8k -141,816
59 Windsor Capital Management, LLC 2.96% of their portfolio Phoenix, AZ 432,677432.7k $10.5m $10.5m 2.96% Reduced -8.4k -8,392
60 First International Bank of Israel Ltd. 2.99% of their portfolio TEL AVIV, L3 419,402419.4k $10.2m $10.2m 2.99% Reduced -4.1k -4,147
61 Allworth Financial LP 0.04% of their portfolio FOLSOM, CA 398,322398.3k $9.7m $9.7m 0.04% Added +12.4k +12,415
62 Cornerstone Planning, LLC 2.18% of their portfolio CHARLOTTE, NC 398,278398.3k $9.7m $9.7m 2.18% Added +39.7k +39,692
63 IFP Advisors, Inc 0.19% of their portfolio TAMPA, FL 375,764375.8k $9.1m $9.1m 0.19% Added +81.8k +81,818
64 ARCADIA INVESTMENT ADVISORS LLC 4.30% of their portfolio EAGLE, ID 375,457375.5k $9.1m $9.1m 4.30% Added +22.1k +22,139
65 Merit Financial Group, LLC 0.06% of their portfolio ALPHARETTA, GA 354,327354.3k $8.6m $8.6m 0.06% Added +51.7k +51,714
66 Peloton Wealth Strategists 3.45% of their portfolio INDIANAPOLIS, IN 351,820351.8k $8.5m $8.5m 3.45% Added +1.4k +1,395
67 InvesTrust 3.54% of their portfolio OKLAHOMA CITY, OK 347,814347.8k $8.4m $8.4m 3.54% Added +3.9k +3,894
68 PFG Private Wealth Management, LLC 3.47% of their portfolio LUTZ, FL 338,044338.0k $8.2m $8.2m 3.47% Added +10.3k +10,329
69 Atria Investments, Inc 0.09% of their portfolio Charlotte, NC 334,454334.5k $8.1m $8.1m 0.09% Added +12.1k +12,059
70 Composition Wealth, LLC 0.11% of their portfolio LOS ANGELES, CA 330,998331.0k $8.0m $8.0m 0.11% Added +120.2k +120,242
71 EIGHT 31 FINANCIAL, LLC 4.82% of their portfolio MIDLAND, TX 329,125329.1k $8.0m $8.0m 4.82% Reduced -8.0k -7,986
72 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 323,661323.7k $7.8m $7.8m 0.00% Added +186.5k +186,515
73 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 314,211314.2k $7.6m $7.6m 0.01% Reduced -33.2k -33,211
74 LEAVELL INVESTMENT MANAGEMENT, INC. 0.31% of their portfolio MOBILE, AL 313,639313.6k $7.6m $7.6m 0.31% Added +45.8k +45,804
75 Kesler, Norman & Wride, LLC 1.28% of their portfolio OGDEN, UT 307,305307.3k $7.4m $7.4m 1.28% Added +5.6k +5,647
76 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 293,757293.8k $7.1m $7.1m 0.01% Added +8.7k +8,732
77 Parallel Advisors, LLC 0.12% of their portfolio SAN FRANCISCO, CA 283,652283.7k $6.9m $6.9m 0.12% Added +22.6k +22,629
78 Praetorian Wealth Management, Inc. 1.30% of their portfolio CARMEL, CA 283,263283.3k $6.9m $6.9m 1.30% Added +16.5k +16,521
79 Ironwood Financial, llc 1.19% of their portfolio TUCSON, AZ 281,089281.1k $6.8m $6.8m 1.19% Added +19.7k +19,676
80 Madden Advisory Services, Inc. 2.68% of their portfolio Jacksonville, FL 280,567280.6k $6.8m $6.8m 2.68% Added +37.7k +37,740
81 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.04% of their portfolio IRVING, TX 279,164279.2k $6.8m $6.8m 0.04% Added +109.3k +109,298
82 HAMEL ASSOCIATES, INC. 1.89% of their portfolio Center Valley, PA 272,676272.7k $6.6m $6.6m 1.89% Added +12.6k +12,633
83 OneDigital Investment Advisors LLC 0.06% of their portfolio OVERLAND PARK, KS 272,482272.5k $6.6m $6.6m 0.06% Added +827 +827
84 Integrated Wealth Concepts LLC 0.05% of their portfolio WALTHAM, MA 269,497269.5k $6.5m $6.5m 0.05% Added +67.8k +67,771
85 Atlantic Union Bankshares Corp 0.12% of their portfolio GLEN ALLEN, VA 265,210265.2k $6.4m $6.4m 0.12% Added +927 +927
86 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 263,207263.2k $6.4m $6.4m 0.02% Added +13.5k +13,515
87 Signature Wealth Management Group 2.39% of their portfolio ATLANTA, GA 259,932259.9k $6.3m $6.3m 2.39% Reduced -392 -392
88 LBMC INVESTMENT ADVISORS, LLC 0.38% of their portfolio BRENTWOOD, TN 259,209259.2k $6.3m $6.3m 0.38% New
89 Modern Wealth Management, LLC 0.11% of their portfolio KANSAS CITY, MO 258,026258.0k $6.2m $6.2m 0.11% Added +43.8k +43,816
90 SAX WEALTH ADVISORS, LLC 0.30% of their portfolio PARSIPPANY, NJ 258,005258.0k $6.3m $6.3m 0.30% Unchanged
91 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 257,207257.2k $6.2m $6.2m 0.04% Added +172.8k +172,819
92 MCF Advisors LLC 0.27% of their portfolio LEXINGTON, KY 251,668251.7k $6.1m $6.1m 0.27% Added +10.2k +10,155
93 Quantum Financial Advisors, LLC 0.68% of their portfolio SANTA MONICA, CA 250,308250.3k $6.1m $6.1m 0.68% Added +53.6k +53,614
94 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 246,380246.4k $6.0m $6.0m 0.01% Added +73.5k +73,509
95 Winthrop Partners - WNY, LLC 3.17% of their portfolio Buffalo, NY 245,120245.1k $5.9m $5.9m 3.17% Added +5.2k +5,230
96 Snowden Capital Advisors LLC 0.16% of their portfolio New York, NY 244,941244.9k $5.9m $5.9m 0.16% Reduced -1.2k -1,183
97 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 244,671244.7k $5.9m $5.9m 0.00% Added +125.1k +125,060
98 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 242,321242.3k $5.9m $5.9m 0.00% Added +63.3k +63,277
99 SONATA CAPITAL GROUP INC 2.12% of their portfolio SEATTLE, WA 236,946236.9k $5.7m $5.7m 2.12% Added +1.1k +1,085
100 Resonant Capital Advisors, LLC 0.30% of their portfolio Madison, WI 233,352233.4k $5.7m $5.7m 0.30% Added +6.2k +6,196