Vault-13

ISHARES TR IBDS

IBONDS 27 ETF · ETP · CUSIP 46435UAA9

443 institutional holders -2 vs Q1 2026
107,173,192107.2m shares reported held*
$2.8bnreported value*
43 new 214 added 117 reduced 43 sold out net sold ≈ $27.8m (+300.1k 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 ($532.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $26.16.

Trends to Q2 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: 445Q2 26: 443443Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026443

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 25Q3 25: 252 bought or addedQ3 25: 107 cut or sold outQ4 25: 280 bought or addedQ4 25: 106 cut or sold outQ4 25Q1 26: 298 bought or addedQ1 26: 109 cut or sold outQ2 26: 257 bought or addedQ2 26: 160 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202422872
Q4 202425771
Q1 202525682
Q2 2025232108
Q3 2025252107
Q4 2025280106
Q1 2026298109
Q2 2026257160

Biggest buyers

Klingman & Associates, LLC New +959,571+959.6k
BANK OF AMERICA CORP /DE/ Added +422,757+422.8k
McGuire Investment Group, LLC Added +407,333+407.3k
RAYMOND JAMES FINANCIAL INC Added +381,178+381.2k
MERCER GLOBAL ADVISORS INC /ADV Added +365,673+365.7k
Windsor Capital Management, LLC New +363,900+363.9k
Concurrent Investment Advisors, LLC New +334,825+334.8k
LBMC INVESTMENT ADVISORS, LLC New +299,698+299.7k
VIRGINIA WEALTH MANAGEMENT GROUP, INC. New +249,890+249.9k
Integrated Wealth Concepts LLC Added +228,852+228.9k

Biggest sellers

CAPITAL ADVISORS INC/OK Reduced -1,920,356-1.9m
THREADGILL FINANCIAL, LLC Sold out -1,420,636-1.4m
TABR Capital Management, LLC Sold out -990,460-990.5k
Klingman & Associates, LLC Sold out -985,527-985.5k
HighTower Advisors, LLC Reduced -928,977-929.0k
Windsor Capital Management, LLC Sold out -432,677-432.7k
First International Bank of Israel Ltd. Sold out -419,402-419.4k
Commonwealth Financial Services, LLC Reduced -302,194-302.2k
WOODMONT INVESTMENT COUNSEL LLC Reduced -297,324-297.3k
Lido Advisors, LLC Reduced -283,822-283.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 9,690,1059.7m $234.7m $234.7m 0.02% Added +422.8k +422,757
2 MERCER GLOBAL ADVISORS INC /ADV 0.17% of their portfolio DENVER, CO 5,566,8005.6m $134.8m $134.8m 0.17% Added +365.7k +365,673
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 4,571,9154.6m $110.7m $110.7m 0.01% Added +171.9k +171,910
4 Lido Advisors, LLC 0.38% of their portfolio Los Angeles, CA 4,367,2284.4m $105.8m $105.8m 0.38% Reduced -283.8k -283,822
5 UBS Group AG 0.02% of their portfolio ZURICH, V8 4,219,2124.2m $102.2m $102.2m 0.02% Reduced -44.2k -44,178
6 HM PAYSON & CO 1.33% of their portfolio PORTLAND, ME 4,152,4384.2m $100.6m $100.6m 1.33% Added +18.8k +18,754
7 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 3,756,9553.8m $91.0m $91.0m 0.02% Added +381.2k +381,178
8 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 3,652,7063.7m $88.5m $88.5m 0.02% Added +215.1k +215,097
9 Sound View Wealth Advisors Group, LLC 3.23% of their portfolio SAVANNAH, GA 2,150,6182.2m $52.1m $52.1m 3.23% Added +101.6k +101,644
10 Capital Investment Advisors, LLC 0.61% of their portfolio ATLANTA, GA 1,918,9731.9m $46.5m $46.5m 0.61% Added +156.5k +156,524
11 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,906,5291.9m $46.2m $46.2m 0.01% Added +87.3k +87,288
12 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,654,4571.7m $40.1m $40.1m 0.01% Reduced -55.9k -55,896
13 COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio WALTHAM, MA 1,520,7641.5m $36.8m $36.8m 0.05% Added +37.5k +37,504
14 CAPTRUST FINANCIAL ADVISORS 0.06% of their portfolio RALEIGH, NC 1,512,1301.5m $36.6m $36.6m 0.06% Added +56.2k +56,160
15 Gratus Wealth Advisors, LLC 4.63% of their portfolio VIRGINIA BEACH, VA 1,501,4361.5m $36.4m $36.4m 4.63% Added +36.3k +36,309
16 Kathmere Capital Management, LLC 1.89% of their portfolio WAYNE, PA 1,464,6821.5m $35.5m $35.5m 1.89% Added +93.5k +93,474
17 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,457,5091.5m $35.3m $35.3m 0.01% Reduced -170.4k -170,411
18 HOWLAND CAPITAL MANAGEMENT LLC 1.17% of their portfolio BOSTON, MA 1,336,8861.3m $32.4m $32.4m 1.17% Added +67.1k +67,066
19 SIGMA INVESTMENT COUNSELORS INC 1.57% of their portfolio NORTHVILLE, MI 1,331,5031.3m $32.2m $32.2m 1.57% Added +35.7k +35,737
20 RVW Wealth, LLC 2.03% of their portfolio LOS ANGELES, CA 1,272,3241.3m $30.8m $30.8m 2.03% Added +54.4k +54,404
21 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 1,179,5871.2m $28.6m $28.6m 0.03% Added +29.1k +29,081
22 Kestra Advisory Services, LLC 0.09% of their portfolio AUSTIN, TX 1,163,5531.2m $28.2m $28.2m 0.09% Added +159.6k +159,589
23 WOODMONT INVESTMENT COUNSEL LLC 1.41% of their portfolio NASHVILLE, TN 1,062,9661.1m $25.7m $25.7m 1.41% Reduced -297.3k -297,324
24 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 1,051,6231.1m $25.5m $25.5m 0.02% Added +34.2k +34,162
25 Wick Capital Partners, LLC 3.73% of their portfolio WAYNE, PA 1,021,7851.0m $24.7m $24.7m 3.73% Added +127.8k +127,821
26 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 973,907973.9k $23.6m $23.6m 0.01% Reduced -12.7k -12,712
27 Klingman & Associates, LLC 0.99% of their portfolio New York, NY 959,571959.6k $23.2m $23.2m 0.99% New
28 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 931,010931.0k $22.5m $22.5m 0.02% Added +174.9k +174,879
29 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 886,819886.8k $21.5m $21.5m 0.02% Reduced -929.0k -928,977
30 MV CAPITAL MANAGEMENT, INC. 1.87% of their portfolio BETHESDA, MD 872,805872.8k $21.1m $21.1m 1.87% Added +15.2k +15,221
31 Meiji Yasuda Life Insurance Co 0.70% of their portfolio TOKYO, M0 866,000866.0k $21.0m $21.0m 0.70% Added +111.0k +111,000
32 NewEdge Advisors, LLC 0.06% of their portfolio NEW ORLEANS, LA 827,982828.0k $20.1m $20.1m 0.06% Added +70.9k +70,902
33 BENJAMIN EDWARDS INC 0.18% of their portfolio Clayton, MO 818,429818.4k $19.8m $19.8m 0.18% Added +30.4k +30,440
34 Summit Asset Management, LLC 2.44% of their portfolio MEMPHIS, TN 787,752787.8k $19.1m $19.1m 2.44% Added +15.6k +15,597
35 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 775,764775.8k $18.8m $18.8m 0.02% Added +74.3k +74,316
36 Glenview Trust Co 0.25% of their portfolio Louisville, KY 754,877754.9k $18.3m $18.3m 0.25% Added +15.2k +15,205
37 Mesirow Financial Investment Management, Inc. 0.28% of their portfolio CHICAGO, IL 742,094742.1k $18.0m $18.0m 0.28% Added +2.7k +2,688
38 SPINNAKER TRUST 0.86% of their portfolio PORTLAND, ME 732,003732.0k $17.7m $17.7m 0.86% Added +51.1k +51,101
39 REBALANCE, LLC 0.91% of their portfolio PALO ALTO, CA 714,290714.3k $17.3m $17.3m 0.91% Reduced -45.1k -45,132
40 BlackRock, Inc. 0.00% of their portfolio New York, NY 702,212702.2k $17.0m $17.0m 0.00% Added +111.0k +111,030
41 Stratos Wealth Partners, LTD. 0.17% of their portfolio BEACHWOOD, OH 699,963700.0k $17.0m $17.0m 0.17% Added +59.4k +59,350
42 Sanctuary Advisors, LLC 0.08% of their portfolio INDIANAPOLIS, IN 671,274671.3k $16.3m $16.3m 0.08% Added +5.0k +5,029
43 CENTRAL TRUST Co 0.28% of their portfolio JEFFERSON CITY, MO 632,851632.9k $15.3m $15.3m 0.28% Added +19.9k +19,853
44 EP Wealth Advisors, LLC 0.06% of their portfolio TORRANCE, CA 624,892624.9k $15.1m $15.1m 0.06% Added +113.5k +113,546
45 Strid Group, LLC 1.64% of their portfolio NEWTOWN SQUARE, PA 610,929610.9k $14.8m $14.8m 1.64% Reduced -3.2k -3,221
46 LYELL WEALTH MANAGEMENT, LP 0.88% of their portfolio MENLO PARK, CA 592,813592.8k $14.4m $14.4m 0.88% Added +36.1k +36,130
47 NOVEM GROUP 1.44% of their portfolio Rochester, NY 588,288588.3k $14.2m $14.2m 1.44% Added +67.8k +67,811
48 First National Trust Co 0.48% of their portfolio Johnstown, PA 583,708583.7k $14.1m $14.1m 0.48% Added +4.0k +3,959
49 Northstar Group, Inc. 1.62% of their portfolio NEW YORK, NY 518,768518.8k $12.6m $12.6m 1.62% Added +35.7k +35,666
50 Beacon Pointe Advisors, LLC 0.06% of their portfolio NEWPORT BEACH, CA 499,403499.4k $12.1m $12.1m 0.06% Added +15.6k +15,587
51 Integrated Wealth Concepts LLC 0.06% of their portfolio WALTHAM, MA 498,349498.3k $12.1m $12.1m 0.06% Added +228.9k +228,852
52 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 489,126489.1k $11.8m $11.8m 0.01% Added +225.9k +225,919
53 Venture Visionary Partners LLC 0.31% of their portfolio Sylvania, OH 456,702456.7k $11.1m $11.1m 0.31% Reduced -116.1k -116,148
54 BEESE FULMER INVESTMENT MANAGEMENT, INC. 0.63% of their portfolio CANTON, OH 452,252452.3k $11.0m $11.0m 0.63% Added +826 +826
55 Allworth Financial LP 0.05% of their portfolio FOLSOM, CA 439,872439.9k $10.7m $10.7m 0.05% Added +41.5k +41,550
56 McGuire Investment Group, LLC 0.88% of their portfolio WAKEFIELD, RI 416,994417.0k $10.1m $10.1m 0.88% Added +407.3k +407,333
57 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 407,419407.4k $9.9m $9.9m 0.00% Added +83.8k +83,758
58 Cornerstone Planning, LLC 2.28% of their portfolio CHARLOTTE, NC 406,654406.7k $9.8m $9.8m 2.28% Added +8.4k +8,376
59 ARCADIA INVESTMENT ADVISORS LLC 4.02% of their portfolio EAGLE, ID 393,504393.5k $9.5m $9.5m 4.02% Added +18.0k +18,047
60 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 381,845381.8k $9.2m $9.2m 0.02% Added +159.3k +159,304
61 Merit Financial Group, LLC 0.06% of their portfolio ALPHARETTA, GA 381,291381.3k $9.2m $9.2m 0.06% Added +27.0k +26,964
62 Global Retirement Partners, LLC 0.14% of their portfolio San Rafael, CA 376,949376.9k $9.1m $9.1m 0.14% First filing
63 Atria Investments, Inc 0.09% of their portfolio Charlotte, NC 374,157374.2k $9.1m $9.1m 0.09% Added +39.7k +39,703
64 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 373,549373.5k $9.0m $9.0m 0.01% Added +79.8k +79,792
65 IFP Advisors, Inc 0.16% of their portfolio TAMPA, FL 370,829370.8k $9.0m $9.0m 0.16% Reduced -4.9k -4,935
66 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.05% of their portfolio IRVING, TX 365,074365.1k $8.8m $8.8m 0.05% Added +85.9k +85,910
67 Windsor Capital Management, LLC 2.29% of their portfolio Phoenix, AZ 363,900363.9k $8.8m $8.8m 2.29% New
68 Peloton Wealth Strategists 3.23% of their portfolio INDIANAPOLIS, IN 360,320360.3k $8.7m $8.7m 3.23% Added +8.5k +8,500
69 InvesTrust 3.30% of their portfolio OKLAHOMA CITY, OK 353,843353.8k $8.6m $8.6m 3.30% Added +6.0k +6,029
70 Composition Wealth, LLC 0.10% of their portfolio LOS ANGELES, CA 351,582351.6k $8.5m $8.5m 0.10% Added +20.6k +20,584
71 Parallel Advisors, LLC 0.13% of their portfolio SAN FRANCISCO, CA 351,126351.1k $8.5m $8.5m 0.13% Added +67.5k +67,474
72 Ironwood Financial, llc 1.32% of their portfolio TUCSON, AZ 350,537350.5k $8.5m $8.5m 1.32% Added +69.4k +69,448
73 LEAVELL INVESTMENT MANAGEMENT, INC. 0.31% of their portfolio MOBILE, AL 346,518346.5k $8.4m $8.4m 0.31% Added +32.9k +32,879
74 EIGHT 31 FINANCIAL, LLC 4.85% of their portfolio MIDLAND, TX 336,581336.6k $8.2m $8.2m 4.85% Added +7.5k +7,456
75 Concurrent Investment Advisors, LLC 0.07% of their portfolio Tampa, FL 334,825334.8k $8.1m $8.1m 0.07% New
76 Great Diamond Partners, LLC 1.35% of their portfolio Portland, ME 323,681323.7k $7.8m $7.8m 1.35% Added +153.6k +153,607
77 PFG Private Wealth Management, LLC 3.25% of their portfolio LUTZ, FL 309,328309.3k $7.5m $7.5m 3.25% Reduced -28.7k -28,716
78 LBMC INVESTMENT ADVISORS, LLC 0.39% of their portfolio BRENTWOOD, TN 299,698299.7k $7.3m $7.3m 0.39% New
79 Kesler, Norman & Wride, LLC 1.14% of their portfolio OGDEN, UT 298,243298.2k $7.2m $7.2m 1.14% Reduced -9.1k -9,062
80 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 294,645294.6k $7.1m $7.1m 0.00% Reduced -19.6k -19,566
81 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 293,807293.8k $7.1m $7.1m 0.00% Added +51.5k +51,486
82 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 292,591292.6k $7.1m $7.1m 0.01% Added +46.2k +46,211
83 Praetorian Wealth Management, Inc. 1.19% of their portfolio CARMEL, CA 284,709284.7k $6.9m $6.9m 1.19% Added +1.4k +1,446
84 Madden Advisory Services, Inc. 2.42% of their portfolio Jacksonville, FL 278,182278.2k $6.7m $6.7m 2.42% Reduced -2.4k -2,385
85 Quantum Financial Advisors, LLC 0.65% of their portfolio SANTA MONICA, CA 271,735271.7k $6.6m $6.6m 0.65% Added +21.4k +21,427
86 HAMEL ASSOCIATES, INC. 1.78% of their portfolio Center Valley, PA 265,974266.0k $6.4m $6.4m 1.78% Reduced -6.7k -6,702
87 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.08% of their portfolio MINNEAPOLIS, MN 262,033262.0k $6.3m $6.3m 0.08% Added +60.9k +60,936
88 4Thought Financial Group Inc. 2.97% of their portfolio SYOSSET, NY 261,333261.3k $6.3m $6.3m 2.97% Added +44.5k +44,526
89 SAX WEALTH ADVISORS, LLC 0.26% of their portfolio PARSIPPANY, NJ 260,060260.1k $6.3m $6.3m 0.26% Added +2.1k +2,055
90 MCF Advisors LLC 0.22% of their portfolio LEXINGTON, KY 254,899254.9k $6.2m $6.2m 0.22% Added +3.2k +3,231
91 Atlantic Union Bankshares Corp 0.10% of their portfolio GLEN ALLEN, VA 252,959253.0k $6.1m $6.1m 0.10% Reduced -12.3k -12,251
92 VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3.01% of their portfolio VIRGINIA BEACH, VA 249,890249.9k $6.1m $6.1m 3.01% New
93 Winthrop Partners - WNY, LLC 2.95% of their portfolio Buffalo, NY 246,226246.2k $6.0m $6.0m 2.95% Added +1.1k +1,106
94 Snowden Capital Advisors LLC 0.14% of their portfolio New York, NY 245,954246.0k $6.0m $6.0m 0.14% Added +1.0k +1,013
95 OneDigital Investment Advisors LLC 0.05% of their portfolio OVERLAND PARK, KS 242,492242.5k $5.9m $5.9m 0.05% Reduced -30.0k -29,990
96 Valmark Advisers, Inc. 0.06% of their portfolio AKRON, OH 238,877238.9k $5.8m $5.8m 0.06% Added +52.8k +52,823
97 Houlihan Financial Resource Group, Ltd. 2.06% of their portfolio ASHBURN, VA 238,729238.7k $5.8m $5.8m 2.06% Added +5.5k +5,544
98 SONATA CAPITAL GROUP INC 1.85% of their portfolio SEATTLE, WA 237,110237.1k $5.7m $5.7m 1.85% Added +164 +164
99 DROMS STRAUSS ADVISORS INC /MO/ /ADV 1.29% of their portfolio ST. LOUIS, MO 233,904233.9k $5.7m $5.7m 1.29% Added +13.6k +13,645
100 Resonant Capital Advisors, LLC 0.27% of their portfolio Madison, WI 233,352233.4k $5.7m $5.7m 0.27% Unchanged