Vault-13

ISHARES TR IBDU

IBONDS DEC 29 · ETP · CUSIP 46436E205

389 institutional holders +4 vs Q1 2026
133,195,861133.2m shares reported held*
$3.1bnreported value*
41 new 221 added 71 reduced 34 sold out net bought ≈ $201.8m (+8.7m 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 ($611.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $23.16.

Trends to Q2 2026

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: 310Q3 25: 325Q4 25: 357Q1 26: 385Q2 26: 389389Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 2025325
Q4 2025357
Q1 2026385
Q2 2026389

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 25Q3 25: 228 bought or addedQ3 25: 65 cut or sold outQ4 25: 255 bought or addedQ4 25: 74 cut or sold outQ4 25Q1 26: 287 bought or addedQ1 26: 82 cut or sold outQ2 26: 262 bought or addedQ2 26: 105 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202417532
Q4 202418737
Q1 202520154
Q2 202520465
Q3 202522865
Q4 202525574
Q1 202628782
Q2 2026262105

Biggest buyers

SHUFRO ROSE & CO LLC Added +4,690,474+4.7m
MERCER GLOBAL ADVISORS INC /ADV Added +757,876+757.9k
AMERIPRISE FINANCIAL INC Added +529,903+529.9k
RAYMOND JAMES FINANCIAL INC Added +427,462+427.5k
PFG Private Wealth Management, LLC New +329,011+329.0k
BANK OF AMERICA CORP /DE/ Added +317,100+317.1k
HM PAYSON & CO Added +314,936+314.9k
SPRENG CAPITAL MANAGEMENT, INC. New +298,459+298.5k
Cambridge Investment Research Advisors, Inc. Added +262,749+262.7k
Apollon Wealth Management, LLC New +245,087+245.1k

Biggest sellers

THREADGILL FINANCIAL, LLC Sold out -923,433-923.4k
NOVEM GROUP Sold out -551,506-551.5k
Motley Fool Wealth Management, LLC Sold out -461,783-461.8k
ES4, LLC Sold out -452,711-452.7k
MCF Advisors LLC Sold out -424,253-424.3k
Lido Advisors, LLC Reduced -414,065-414.1k
CITADEL ADVISORS LLC Sold out -379,604-379.6k
Stratos Wealth Partners, LTD. Sold out -337,543-337.5k
Allworth Financial LP Sold out -315,742-315.7k
Commonwealth Financial Services, LLC Reduced -313,046-313.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SHUFRO ROSE & CO LLC 11.55% of their portfolio NEW YORK, NY 8,668,6028.7m $200.8m $200.8m 11.55% Added +4.7m +4,690,474
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 7,630,7047.6m $176.7m $176.7m 0.01% Added +317.1k +317,100
3 Aptus Capital Advisors, LLC 1.10% of their portfolio FAIRHOPE, AL 6,497,0056.5m $150.5m $150.5m 1.10% Added +116.0k +115,992
4 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 6,487,5536.5m $150.3m $150.3m 0.01% Reduced -205.3k -205,278
5 MERCER GLOBAL ADVISORS INC /ADV 0.17% of their portfolio DENVER, CO 5,791,6585.8m $134.1m $134.1m 0.17% Added +757.9k +757,876
6 CAPITAL ADVISORS INC/OK 1.75% of their portfolio TULSA, OK 5,140,2395.1m $119.0m $119.0m 1.75% Added +56.6k +56,623
7 Capital Investment Advisors, LLC 1.23% of their portfolio ATLANTA, GA 4,035,7384.0m $93.5m $93.5m 1.23% Added +171.5k +171,532
8 UBS Group AG 0.01% of their portfolio ZURICH, V8 3,887,6713.9m $90.0m $90.0m 0.01% Added +206.1k +206,114
9 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 3,599,6613.6m $83.4m $83.4m 0.02% Added +427.5k +427,462
10 HM PAYSON & CO 0.96% of their portfolio PORTLAND, ME 3,142,3373.1m $72.8m $72.8m 0.96% Added +314.9k +314,936
11 Lido Advisors, LLC 0.24% of their portfolio Los Angeles, CA 2,852,9512.9m $66.1m $66.1m 0.24% Reduced -414.1k -414,065
12 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 2,506,6862.5m $58.1m $58.1m 0.01% Added +123.5k +123,527
13 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 2,289,4832.3m $53.0m $53.0m 0.01% Reduced -51.1k -51,088
14 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 2,220,2732.2m $51.4m $51.4m 0.01% Added +95.1k +95,084
15 SUMMITRY LLC 1.54% of their portfolio Foster City, CA 2,022,3972.0m $46.8m $46.8m 1.54% Added +116.9k +116,894
16 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 1,978,0912.0m $45.8m $45.8m 0.04% Added +113.5k +113,506
17 Sound View Wealth Advisors Group, LLC 2.72% of their portfolio SAVANNAH, GA 1,895,0101.9m $43.9m $43.9m 2.72% Added +128.7k +128,660
18 WOODMONT INVESTMENT COUNSEL LLC 2.24% of their portfolio NASHVILLE, TN 1,771,5271.8m $41.0m $41.0m 2.24% Added +19.8k +19,777
19 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,629,3881.6m $37.7m $37.7m 0.01% Added +529.9k +529,903
20 Klingman & Associates, LLC 1.60% of their portfolio New York, NY 1,622,4441.6m $37.6m $37.6m 1.60% Added +41.8k +41,766
21 SIGMA INVESTMENT COUNSELORS INC 1.76% of their portfolio NORTHVILLE, MI 1,561,4161.6m $36.2m $36.2m 1.76% Added +18.2k +18,229
22 Gratus Wealth Advisors, LLC 4.57% of their portfolio VIRGINIA BEACH, VA 1,550,5021.6m $35.9m $35.9m 4.57% Added +41.4k +41,419
23 Venture Visionary Partners LLC 0.96% of their portfolio Sylvania, OH 1,491,3641.5m $34.5m $34.5m 0.96% Reduced -2.3k -2,302
24 Meiji Yasuda Life Insurance Co 1.01% of their portfolio TOKYO, M0 1,315,0001.3m $30.5m $30.5m 1.01% Added +136.0k +136,000
25 Summit Financial, LLC 0.31% of their portfolio PARSIPPANY, NJ 1,229,9491.2m $28.5m $28.5m 0.31% Added +116.2k +116,244
26 Kathmere Capital Management, LLC 1.51% of their portfolio WAYNE, PA 1,224,0871.2m $28.3m $28.3m 1.51% Added +69.8k +69,789
27 Wealthcare Advisory Partners LLC 0.54% of their portfolio WEST CHESTER, PA 1,223,8061.2m $28.3m $28.3m 0.54% Added +41.4k +41,435
28 RVW Wealth, LLC 1.85% of their portfolio LOS ANGELES, CA 1,210,6841.2m $28.0m $28.0m 1.85% Added +61.9k +61,905
29 Advisors Capital Management, LLC 0.30% of their portfolio RIDGEWOOD, NJ 1,207,2091.2m $28.0m $28.0m 0.30% Added +70.2k +70,223
30 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 1,182,5961.2m $27.4m $27.4m 0.03% Added +36.5k +36,468
31 Seven Springs Wealth Group, LLC 5.87% of their portfolio BRENTWOOD, TN 1,161,9351.2m $26.9m $26.9m 5.87% Reduced -2.7k -2,683
32 HOWLAND CAPITAL MANAGEMENT LLC 0.93% of their portfolio BOSTON, MA 1,118,1911.1m $25.9m $25.9m 0.93% Added +102.8k +102,784
33 Kestra Advisory Services, LLC 0.07% of their portfolio AUSTIN, TX 937,764937.8k $21.7m $21.7m 0.07% Added +130.8k +130,836
34 MV CAPITAL MANAGEMENT, INC. 1.81% of their portfolio BETHESDA, MD 880,836880.8k $20.4m $20.4m 1.81% Added +9.7k +9,678
35 Summit Asset Management, LLC 2.36% of their portfolio MEMPHIS, TN 793,992794.0k $18.4m $18.4m 2.36% Added +15.8k +15,762
36 CAPTRUST FINANCIAL ADVISORS 0.03% of their portfolio RALEIGH, NC 764,126764.1k $17.7m $17.7m 0.03% Added +110.8k +110,841
37 BlackRock, Inc. 0.00% of their portfolio New York, NY 740,823740.8k $17.2m $17.2m 0.00% Added +125.8k +125,809
38 First National Trust Co 0.56% of their portfolio Johnstown, PA 715,822715.8k $16.6m $16.6m 0.56% Added +54.6k +54,568
39 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 715,219715.2k $16.6m $16.6m 0.02% Added +27.9k +27,856
40 Arrow Financial Corp 1.36% of their portfolio Glens Falls, NY 655,962656.0k $15.2m $15.2m 1.36% Added +14.3k +14,339
41 Ironwood Financial, llc 2.29% of their portfolio TUCSON, AZ 636,737636.7k $14.7m $14.7m 2.29% Added +77.7k +77,652
42 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 613,536613.5k $14.2m $14.2m 0.01% Added +50.5k +50,468
43 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 605,089605.1k $14.0m $14.0m 0.02% Added +11.4k +11,415
44 Mesirow Financial Investment Management, Inc. 0.22% of their portfolio CHICAGO, IL 599,061599.1k $13.9m $13.9m 0.22% Added +144.7k +144,702
45 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 572,041572.0k $13.2m $13.2m 0.01% Added +42.0k +42,001
46 Windsor Capital Management, LLC 3.39% of their portfolio Phoenix, AZ 562,587562.6k $13.0m $13.0m 3.39% Added +19.3k +19,263
47 Robertson Stephens Wealth Management, LLC 0.32% of their portfolio San Francisco, CA 555,787555.8k $12.9m $12.9m 0.32% Reduced -6.4k -6,359
48 Baltimore-Washington Financial Advisors, Inc. 0.48% of their portfolio Columbia, MD 552,048552.0k $12.8m $12.8m 0.48% Added +48.1k +48,102
49 LYELL WEALTH MANAGEMENT, LP 0.78% of their portfolio MENLO PARK, CA 546,943546.9k $12.7m $12.7m 0.78% Added +42.3k +42,320
50 Probity Advisors, Inc. 1.79% of their portfolio DALLAS, TX 540,849540.8k $12.5m $12.5m 1.79% Added +40.4k +40,408
51 SPINNAKER TRUST 0.60% of their portfolio PORTLAND, ME 536,924536.9k $12.4m $12.4m 0.60% Added +126.1k +126,134
52 Ruggaard & Associates LLC 4.39% of their portfolio HUDSON, OH 528,717528.7k $12.2m $12.2m 4.39% Added +16.9k +16,888
53 CENTRAL TRUST Co 0.22% of their portfolio JEFFERSON CITY, MO 517,935517.9k $12.0m $12.0m 0.22% Added +34.6k +34,589
54 Glenview Trust Co 0.16% of their portfolio Louisville, KY 510,500510.5k $11.8m $11.8m 0.16% Added +15.4k +15,425
55 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 485,028485.0k $11.2m $11.2m 0.00% Added +70.9k +70,881
56 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 470,640470.6k $10.9m $10.9m 0.01% Added +262.7k +262,749
57 REBALANCE, LLC 0.56% of their portfolio PALO ALTO, CA 458,533458.5k $10.6m $10.6m 0.56% Added +5.5k +5,515
58 Strid Group, LLC 1.14% of their portfolio NEWTOWN SQUARE, PA 443,780443.8k $10.3m $10.3m 1.14% Added +221.7k +221,672
59 Parkway Wealth Management Group, LLC 1.18% of their portfolio Plano, TX 439,736439.7k $10.2m $10.2m 1.18% Added +3.0k +3,000
60 Peloton Wealth Strategists 3.47% of their portfolio INDIANAPOLIS, IN 405,145405.1k $9.4m $9.4m 3.47% Added +11.5k +11,500
61 BENJAMIN EDWARDS INC 0.09% of their portfolio Clayton, MO 404,090404.1k $9.4m $9.4m 0.09% Reduced -26.0k -25,993
62 Global Retirement Partners, LLC 0.14% of their portfolio San Rafael, CA 397,717397.7k $9.2m $9.2m 0.14% First filing
63 First International Bank of Israel Ltd. 2.49% of their portfolio TEL AVIV, L3 395,000395.0k $9.1m $9.1m 2.49% Unchanged
64 LBMC INVESTMENT ADVISORS, LLC 0.46% of their portfolio BRENTWOOD, TN 367,266367.3k $8.5m $8.5m 0.46% Added +59.7k +59,694
65 ARCADIA INVESTMENT ADVISORS LLC 3.40% of their portfolio EAGLE, ID 347,588347.6k $8.1m $8.1m 3.40% Added +26.0k +25,992
66 Penobscot Investment Management Company, Inc. 0.55% of their portfolio BOSTON, MA 343,065343.1k $7.9m $7.9m 0.55% Added +80.2k +80,200
67 Guidance Point Advisors, LLC 1.67% of their portfolio Wellesley, MA 341,567341.6k $7.9m $7.9m 1.67% Added +19.3k +19,279
68 Integrated Wealth Concepts LLC 0.04% of their portfolio WALTHAM, MA 337,049337.0k $7.8m $7.8m 0.04% Added +176.0k +175,982
69 PFG Private Wealth Management, LLC 3.30% of their portfolio LUTZ, FL 329,011329.0k $7.6m $7.6m 3.30% New
70 Parallel Advisors, LLC 0.11% of their portfolio SAN FRANCISCO, CA 313,883313.9k $7.3m $7.3m 0.11% Added +35.1k +35,091
71 InvesTrust 2.76% of their portfolio OKLAHOMA CITY, OK 309,429309.4k $7.2m $7.2m 2.76% Added +36.4k +36,354
72 Envision Financial Planning, LLC 2.30% of their portfolio MEMPHIS, TN 305,471305.5k $7.1m $7.1m 2.30% Added +2.1k +2,075
73 SPRENG CAPITAL MANAGEMENT, INC. 2.51% of their portfolio Bucyrus, OH 298,459298.5k $6.9m $6.9m 2.51% New
74 Praetorian Wealth Management, Inc. 1.19% of their portfolio CARMEL, CA 297,915297.9k $6.9m $6.9m 1.19% Added +7.9k +7,902
75 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 286,885286.9k $6.6m $6.6m 0.01% Added +87.0k +86,980
76 Beacon Pointe Advisors, LLC 0.03% of their portfolio NEWPORT BEACH, CA 279,053279.1k $6.5m $6.5m 0.03% Added +11.8k +11,763
77 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.04% of their portfolio IRVING, TX 278,417278.4k $6.4m $6.4m 0.04% Added +78.4k +78,430
78 J.W. COLE ADVISORS, INC. 0.11% of their portfolio TAMPA, FL 277,601277.6k $6.4m $6.4m 0.11% Reduced -2.6k -2,610
79 IFP Advisors, Inc 0.11% of their portfolio TAMPA, FL 272,975273.0k $6.3m $6.3m 0.11% Added +7.1k +7,059
80 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 272,504272.5k $6.3m $6.3m 0.01% Added +89.0k +89,039
81 Merit Financial Group, LLC 0.04% of their portfolio ALPHARETTA, GA 261,657261.7k $6.1m $6.1m 0.04% Added +54.0k +54,020
82 EP Wealth Advisors, LLC 0.02% of their portfolio TORRANCE, CA 256,326256.3k $5.9m $5.9m 0.02% Added +140.5k +140,466
83 Snowden Capital Advisors LLC 0.14% of their portfolio New York, NY 255,694255.7k $5.9m $5.9m 0.14% Added +36.5k +36,482
84 DROMS STRAUSS ADVISORS INC /MO/ /ADV 1.32% of their portfolio ST. LOUIS, MO 250,490250.5k $5.8m $5.8m 1.32% Added +238.8k +238,829
85 VIRGINIA WEALTH MANAGEMENT GROUP, INC. 2.88% of their portfolio VIRGINIA BEACH, VA 249,415249.4k $5.8m $5.8m 2.88% Added +50.3k +50,300
86 HAMEL ASSOCIATES, INC. 1.57% of their portfolio Center Valley, PA 245,615245.6k $5.7m $5.7m 1.57% Reduced -1.1k -1,087
87 Apollon Wealth Management, LLC 0.07% of their portfolio MOUNT PLEASANT, SC 245,087245.1k $5.7m $5.7m 0.07% New
88 Great Diamond Partners, LLC 0.94% of their portfolio Portland, ME 235,576235.6k $5.5m $5.5m 0.94% Added +168.7k +168,700
89 Atlantic Union Bankshares Corp 0.09% of their portfolio GLEN ALLEN, VA 233,769233.8k $5.4m $5.4m 0.09% Reduced -6.4k -6,412
90 4Thought Financial Group Inc. 2.54% of their portfolio SYOSSET, NY 233,473233.5k $5.4m $5.4m 2.54% Added +46.8k +46,822
91 Houlihan Financial Resource Group, Ltd. 1.92% of their portfolio ASHBURN, VA 232,703232.7k $5.4m $5.4m 1.92% Added +9.5k +9,538
92 Winthrop Partners - WNY, LLC 2.61% of their portfolio Buffalo, NY 227,803227.8k $5.3m $5.3m 2.61% Added +9.6k +9,601
93 Krilogy Financial LLC 0.16% of their portfolio ST. LOUIS, MO 226,780226.8k $5.3m $5.3m 0.16% Added +365 +365
94 HANCOCK WHITNEY CORP 0.09% of their portfolio GULFPORT, MS 226,507226.5k $5.2m $5.2m 0.09% Added +1.6k +1,574
95 OneDigital Investment Advisors LLC 0.04% of their portfolio OVERLAND PARK, KS 217,105217.1k $5.0m $5.0m 0.04% Reduced -29.9k -29,875
96 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.07% of their portfolio MINNEAPOLIS, MN 214,164214.2k $5.0m $5.0m 0.07% Added +73.3k +73,262
97 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 211,817211.8k $4.9m $4.9m 0.01% Added +34.3k +34,305
98 REGIONS FINANCIAL CORP 0.03% of their portfolio BIRMINGHAM, AL 206,396206.4k $4.8m $4.8m 0.03% Added +11.8k +11,794
99 MEMBERS WEALTH LLC 2.57% of their portfolio MEDIA, PA 202,246202.2k $4.7m $4.7m 2.57% Added +18.5k +18,477
100 10Elms LLP 1.95% of their portfolio TULSA, OK 199,139199.1k $4.6m $4.6m 1.95% Added +101.7k +101,718