Vault-13

ISHARES TR IBDU

IBONDS DEC 29 · ETP · CUSIP 46436E205

310 institutional holders +28 vs Q1 2025
92,866,96192.9m shares reported held*
$2.2bnreported value*
38 new 166 added 57 reduced 8 sold out net bought ≈ $172.9m (+7.4m 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 ($606.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $23.36. Options: 1 managers hold calls ($0 notional), 0 hold puts (—).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 70Q4 22: 72Q1 23: 82Q2 23: 100Q3 23: 122Q4 23: 157Q1 24: 182Q2 24: 205Q3 24: 228Q4 24: 260Q1 25: 282Q2 25: 310310Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202270
Q4 202272
Q1 202382
Q2 2023100
Q3 2023122
Q4 2023157
Q1 2024182
Q2 2024205
Q3 2024228
Q4 2024260
Q1 2025282
Q2 2025310

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 23: 84 bought or addedQ3 23: 22 cut or sold outQ4 23: 118 bought or addedQ4 23: 24 cut or sold outQ4 23Q1 24: 138 bought or addedQ1 24: 24 cut or sold outQ2 24: 153 bought or addedQ2 24: 25 cut or sold outQ2 24Q3 24: 175 bought or addedQ3 24: 32 cut or sold outQ4 24: 187 bought or addedQ4 24: 37 cut or sold outQ4 24Q1 25: 201 bought or addedQ1 25: 54 cut or sold outQ2 25: 204 bought or addedQ2 25: 65 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20238422
Q4 202311824
Q1 202413824
Q2 202415325
Q3 202417532
Q4 202418737
Q1 202520154
Q2 202520465

Biggest buyers

ROYAL BANK OF CANADA Added +1,914,943+1.9m
Rockefeller Capital Management L.P. Added +551,453+551.5k
MORGAN STANLEY Added +429,013+429.0k
MERCER GLOBAL ADVISORS INC /ADV Added +349,861+349.9k
Aptus Capital Advisors, LLC Added +303,559+303.6k
Capital Investment Advisors, LLC Added +284,631+284.6k
Atlantic Union Bankshares Corp New +254,056+254.1k
J.W. COLE ADVISORS, INC. New +252,442+252.4k
BANK OF AMERICA CORP /DE/ Added +240,463+240.5k
SUMMITRY LLC Added +223,680+223.7k

Biggest sellers

AMERIPRISE FINANCIAL INC Reduced -869,371-869.4k
RAYMOND JAMES FINANCIAL INC Reduced -326,651-326.7k
JPMORGAN CHASE & CO Reduced -170,773-170.8k
OLD MISSION CAPITAL LLC Sold out -144,790-144.8k
CGN Advisors LLC Reduced -93,416-93.4k
Atria Investments, Inc Reduced -81,233-81.2k
Motley Fool Wealth Management, LLC Reduced -78,210-78.2k
Estate Counselors, LLC Sold out -63,454-63.5k
NEUBERGER BERMAN GROUP LLC Reduced -54,005-54.0k
SHUFRO ROSE & CO LLC Reduced -50,144-50.1k

Biggest calls

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 6,358,8796.4m $148.4m $148.4m 0.01% Added +240.5k +240,463
2 Aptus Capital Advisors, LLC 1.16% of their portfolio FAIRHOPE, AL 5,030,0845.0m $117.4m $117.4m 1.16% Added +303.6k +303,559
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 4,510,7594.5m $105.2m $105.2m 0.01% Added +429.0k +429,013
4 CAPITAL ADVISORS INC/OK 1.87% of their portfolio TULSA, OK 4,464,6034.5m $104.2m $104.2m 1.87% Added +209.6k +209,614
5 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 3,710,2123.7m $86.6m $86.6m 0.01% Added +1.9m +1,914,943
6 SHUFRO ROSE & CO LLC 6.63% of their portfolio NEW YORK, NY 3,540,0143.5m $81.9m $81.9m 6.63% Reduced -50.1k -50,144
7 Capital Investment Advisors, LLC 1.39% of their portfolio ATLANTA, GA 3,239,0783.2m $78.8m $78.8m 1.39% Added +284.6k +284,631
8 MERCER GLOBAL ADVISORS INC /ADV 0.15% of their portfolio DENVER, CO 2,799,6682.8m $65.3m $65.3m 0.15% Added +349.9k +349,861
9 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 2,645,3742.6m $61.7m $61.7m 0.02% Added +199.6k +199,553
10 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 2,573,0932.6m $60.0m $60.0m 0.02% Reduced -326.7k -326,651
11 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,965,8332.0m $45.9m $45.9m 0.01% Added +94.4k +94,359
12 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,851,0591.9m $43.2m $43.2m 0.01% Added +104.4k +104,435
13 WOODMONT INVESTMENT COUNSEL LLC 2.74% of their portfolio NASHVILLE, TN 1,778,1761.8m $41.5m $41.5m 2.74% Added +100.0k +100,022
14 SUMMITRY LLC 1.84% of their portfolio Foster City, CA 1,737,6331.7m $40.5m $40.5m 1.84% Added +223.7k +223,680
15 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,592,8911.6m $37.2m $37.2m 0.01% Added +191.0k +190,951
16 Venture Visionary Partners LLC 1.34% of their portfolio Sylvania, OH 1,523,4161.5m $35.5m $35.5m 1.34% Added +164.0k +164,023
17 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 1,496,7841.5m $34.9m $34.9m 0.04% Added +44.3k +44,333
18 SIGMA INVESTMENT COUNSELORS INC 1.85% of their portfolio NORTHVILLE, MI 1,442,2391.4m $33.6m $33.6m 1.85% Added +5.5k +5,463
19 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,405,8751.4m $32.8m $32.8m 0.01% Reduced -869.4k -869,371
20 Klingman & Associates, LLC 1.73% of their portfolio New York, NY 1,346,5571.3m $31.4m $31.4m 1.73% Added +14.0k +13,955
21 Gratus Wealth Advisors, LLC 4.75% of their portfolio VIRGINIA BEACH, VA 1,344,1141.3m $31.4m $31.4m 4.75% Added +24.8k +24,810
22 Lido Advisors, LLC 0.14% of their portfolio Los Angeles, CA 1,162,4111.2m $27.1m $27.1m 0.14% Added +128.2k +128,202
23 NewEdge Advisors, LLC 0.14% of their portfolio NEW ORLEANS, LA 1,133,7431.1m $26.4m $26.4m 0.14% Reduced -46.8k -46,784
24 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 1,130,9901.1m $26.4m $26.4m 0.03% Added +551.5k +551,453
25 Wealthcare Advisory Partners LLC 0.57% of their portfolio WEST CHESTER, PA 1,062,4641.1m $24.8m $24.8m 0.57% Added +82.4k +82,444
26 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 1,019,4901.0m $23.8m $23.8m 0.03% Reduced -160 -160
27 Sound View Wealth Advisors Group, LLC 1.63% of their portfolio SAVANNAH, GA 944,550944.5k $22.0m $22.0m 1.63% Added +127.3k +127,321
28 Advisors Capital Management, LLC 0.30% of their portfolio RIDGEWOOD, NJ 934,505934.5k $21.8m $21.8m 0.30% Added +73.8k +73,791
29 Kathmere Capital Management, LLC 1.64% of their portfolio WAYNE, PA 912,316912.3k $21.3m $21.3m 1.64% Added +73.8k +73,811
30 RVW Wealth, LLC 1.79% of their portfolio LOS ANGELES, CA 901,671901.7k $21.0m $21.0m 1.79% Added +70.9k +70,895
31 Seven Springs Wealth Group, LLC 4.94% of their portfolio BRENTWOOD, TN 855,583855.6k $20.0m $20.0m 4.94% Added +81.0k +80,971
32 HOWLAND CAPITAL MANAGEMENT LLC 0.75% of their portfolio BOSTON, MA 794,261794.3k $18.5m $18.5m 0.75% Added +46.8k +46,800
33 Motley Fool Wealth Management, LLC 1.04% of their portfolio ALEXANDRIA, VA 735,362735.4k $17.2m $17.2m 1.04% Reduced -78.2k -78,210
34 MV CAPITAL MANAGEMENT, INC. 1.70% of their portfolio BETHESDA, MD 707,197707.2k $16.5m $16.5m 1.70% Added +9.6k +9,607
35 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 672,200672.2k $15.7m $15.7m 0.02% Reduced -2.9k -2,895
36 Arrow Financial Corp 1.52% of their portfolio Glens Falls, NY 616,847616.8k $14.4m $14.4m 1.52% Reduced -5.9k -5,855
37 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 536,670536.7k $12.5m $12.5m 0.06% Added +88.2k +88,240
38 Envision Financial Planning, LLC 5.59% of their portfolio MEMPHIS, TN 512,009512.0k $11.9m $11.9m 5.59% Added +15.7k +15,683
39 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 452,932452.9k $10.6m $10.6m 0.03% Added +13.7k +13,685
40 Meiji Yasuda Life Insurance Co 0.31% of their portfolio TOKYO, M0 446,000446.0k $10.4m $10.4m 0.31% Added +215.0k +215,000
41 Robertson Stephens Wealth Management, LLC 0.35% of their portfolio San Francisco, CA 435,673435.7k $10.2m $10.2m 0.35% Added +76.3k +76,327
42 Windsor Capital Management, LLC 2.84% of their portfolio Phoenix, AZ 417,279417.3k $9.7m $9.7m 2.84% Added +102.3k +102,344
43 BENJAMIN EDWARDS INC 0.12% of their portfolio Clayton, MO 408,578408.6k $9.5m $9.5m 0.12% Added +11.7k +11,714
44 Probity Advisors, Inc. 1.67% of their portfolio DALLAS, TX 407,135407.1k $9.5m $9.5m 1.67% Added +14.8k +14,826
45 Commonwealth Financial Services, LLC 1.82% of their portfolio VIENNA, WV 405,524405.5k $9.5m $9.5m 1.82% Added +3.4k +3,355
46 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 403,174403.2k $9.4m $9.4m 0.02% Added +241 +241
47 First International Bank of Israel Ltd. 5.43% of their portfolio TEL AVIV, L3 395,000395.0k $9.2m $9.2m 5.43% First filing
48 MCF Advisors LLC 0.59% of their portfolio LEXINGTON, KY 383,137383.1k $8.9m $8.9m 0.59% Added +6.2k +6,250
49 Ironwood Financial, llc 1.87% of their portfolio TUCSON, AZ 377,436377.4k $8.7m $8.7m 1.87% Unchanged
50 LYELL WEALTH MANAGEMENT, LP 0.67% of their portfolio MENLO PARK, CA 365,736365.7k $8.5m $8.5m 0.67% Added +19.0k +19,033
51 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 347,748347.7k $8.1m $8.1m 0.01% Added +42.1k +42,090
52 Peloton Wealth Strategists 3.20% of their portfolio INDIANAPOLIS, IN 341,400341.4k $8.0m $8.0m 3.20% Added +2.4k +2,400
53 PFG Private Wealth Management, LLC 3.81% of their portfolio LUTZ, FL 317,423317.4k $7.4m $7.4m 3.81% Added +3.9k +3,888
54 CENTRAL TRUST Co 0.16% of their portfolio JEFFERSON CITY, MO 305,786305.8k $7.1m $7.1m 0.16% Added +8.2k +8,225
55 First National Trust Co 0.27% of their portfolio Johnstown, PA 304,187304.2k $7.1m $7.1m 0.27% Added +8.0k +8,020
56 Guidance Point Advisors, LLC 1.80% of their portfolio Wellesley, MA 301,086301.1k $7.0m $7.0m 1.80% Added +306 +306
57 Glenview Trust Co 0.11% of their portfolio Louisville, KY 277,086277.1k $6.5m $6.5m 0.11% Added +81.2k +81,250
58 ARCADIA INVESTMENT ADVISORS LLC 3.21% of their portfolio EAGLE, ID 265,503265.5k $6.2m $6.2m 3.21% Added +1.3k +1,297
59 SPRENG CAPITAL MANAGEMENT, INC. 2.48% of their portfolio Bucyrus, OH 256,889256.9k $6.0m $6.0m 2.48% Added +12.8k +12,841
60 Parallel Advisors, LLC 0.12% of their portfolio SAN FRANCISCO, CA 255,337255.3k $6.0m $6.0m 0.12% Added +22.5k +22,490
61 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 254,106254.1k $5.9m $5.9m 0.01% Added +34.7k +34,713
62 Atlantic Union Bankshares Corp 0.14% of their portfolio GLEN ALLEN, VA 254,056254.1k $5.9m $5.9m 0.14% New
63 J.W. COLE ADVISORS, INC. 0.13% of their portfolio TAMPA, FL 252,442252.4k $5.9m $5.9m 0.13% New
64 Signature Wealth Management Group 2.27% of their portfolio ATLANTA, GA 246,678246.7k $5.8m $5.8m 2.27% Added +2.8k +2,804
65 InvesTrust 2.19% of their portfolio OKLAHOMA CITY, OK 243,373243.4k $5.7m $5.7m 2.19% Added +4.4k +4,385
66 Praetorian Wealth Management, Inc. 1.27% of their portfolio CARMEL, CA 236,828236.8k $5.5m $5.5m 1.27% Added +10.2k +10,165
67 IFP Advisors, Inc 0.15% of their portfolio TAMPA, FL 230,233230.2k $5.4m $5.4m 0.15% Reduced -99 -99
68 SPINNAKER TRUST 0.29% of their portfolio PORTLAND, ME 209,684209.7k $4.9m $4.9m 0.29% Added +11.6k +11,587
69 HANCOCK WHITNEY CORP 0.09% of their portfolio GULFPORT, MS 206,974207.0k $4.8m $4.8m 0.09% New
70 DROMS STRAUSS ADVISORS INC /MO/ /ADV 1.47% of their portfolio ST. LOUIS, MO 205,951206.0k $4.8m $4.8m 1.47% Reduced -3.2k -3,189
71 HAMEL ASSOCIATES, INC. 1.62% of their portfolio Center Valley, PA 205,435205.4k $4.8m $4.8m 1.62% Reduced -6.1k -6,100
72 Houlihan Financial Resource Group, Ltd. 1.96% of their portfolio ASHBURN, VA 202,900202.9k $4.7m $4.7m 1.96% Added +952 +952
73 CWM, LLC 0.02% of their portfolio OMAHA, NE 201,489201.5k $4.7m $4.7m 0.02% Added +6.6k +6,648
74 LBMC INVESTMENT ADVISORS, LLC 0.32% of their portfolio BRENTWOOD, TN 192,654192.7k $4.5m $4.5m 0.32% Added +50.1k +50,124
75 Krilogy Financial LLC 0.26% of their portfolio ST. LOUIS, MO 191,150191.2k $4.5m $4.5m 0.26% Added +10.7k +10,721
76 Cherry Tree Wealth Management, LLC 1.03% of their portfolio MINNETONKA, MN 190,671190.7k $4.4m $4.4m 1.03% Reduced -3.3k -3,262
77 Beacon Pointe Advisors, LLC 0.05% of their portfolio NEWPORT BEACH, CA 188,990189.0k $4.4m $4.4m 0.05% Added +4.8k +4,769
78 Keeler Thomas Management LLC 1.86% of their portfolio Orem, UT 185,406185.4k $4.3m $4.3m 1.86% Reduced -18.9k -18,869
79 REBALANCE, LLC 0.29% of their portfolio PALO ALTO, CA 184,648184.6k $4.3m $4.3m 0.29% Added +1.8k +1,765
80 VIRGINIA WEALTH MANAGEMENT GROUP, INC. 2.54% of their portfolio VIRGINIA BEACH, VA 179,185179.2k $4.2m $4.2m 2.54% Added +4.5k +4,480
81 Wilkins Miller Wealth Management, LLC 2.80% of their portfolio MOBILE, AL 176,304176.3k $4.1m $4.1m 2.80% Reduced -3.5k -3,460
82 Stratos Wealth Partners, LTD. 0.06% of their portfolio BEACHWOOD, OH 175,563175.6k $4.1m $4.1m 0.06% Reduced -31.8k -31,837
83 Snowden Capital Advisors LLC 0.12% of their portfolio New York, NY 175,370175.4k $4.1m $4.1m 0.12% Reduced -135 -135
84 4Thought Financial Group Inc. 2.15% of their portfolio SYOSSET, NY 173,554173.6k $4.0m $4.0m 2.15% Reduced -18.4k -18,354
85 Frisch Financial Group, Inc. 0.97% of their portfolio MELVILLE, NY 170,106170.1k $4.0m $4.0m 0.97% New
86 Newman Dignan & Sheerar, Inc. 0.88% of their portfolio PROVIDENCE, RI 164,675164.7k $3.8m $3.8m 0.88% New
87 FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 0.75% of their portfolio NEWTOWN, PA 159,990160.0k $3.7m $3.7m 0.75% Unchanged
88 Sowell Financial Services LLC 0.15% of their portfolio NORTH LITTLE ROCK, AR 158,931158.9k $3.7m $3.7m 0.15% Added +6.7k +6,676
89 Leo Wealth, LLC 0.29% of their portfolio HURST, TX 157,165157.2k $3.7m $3.7m 0.29% Added +30.6k +30,645
90 LFA - Lugano Financial Advisors SA 2.14% of their portfolio LUGANO, V8 156,301156.3k $3.6m $3.6m 2.14% Added +12.3k +12,328
91 WRAPMANAGER INC 0.84% of their portfolio MILL VALLEY, CA 148,501148.5k $3.5m $3.5m 0.84% Added +2.9k +2,850
92 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 140,458140.5k $3.3m $3.3m 0.01% Added +22.1k +22,077
93 LITTLEJOHN FINANCIAL SERVICES, INC. 2.43% of their portfolio ROSEBURG, OR 134,675134.7k $3.1m $3.1m 2.43% Added +3.5k +3,470
94 EIGHT 31 FINANCIAL, LLC 2.05% of their portfolio MIDLAND, TX 133,393133.4k $3.1m $3.1m 2.05% Added +5.4k +5,415
95 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 132,274132.3k $3.1m $3.1m 0.01% Added +42.7k +42,725
96 PRECEDENT WEALTH PARTNERS, LLC 0.75% of their portfolio HOUSTON, TX 131,551131.6k $3.1m $3.1m 0.75% Added +13.5k +13,515
97 Matthew Goff Investment Advisor, LLC 0.56% of their portfolio HOUSTON, TX 130,924130.9k $3.1m $3.1m 0.56% Reduced -7.1k -7,080
98 Stonebrook Private Inc. 0.70% of their portfolio NORTHVILLE, MI 129,074129.1k $3.0m $3.0m 0.70% Added +2.4k +2,399
99 Global Retirement Partners, LLC 0.07% of their portfolio San Rafael, CA 128,438128.4k $3.0m $3.0m 0.07% First filing
100 STAR Financial Bank 1.89% of their portfolio FORT WAYNE, IN 127,833127.8k $3.0m $3.0m 1.89% Added +9.2k +9,211