Vault-13

ISHARES TR IBTM

IBONDS DEC 2032 · ETP · CUSIP 46436E296

104 institutional holders -11 vs Q1 2026
15,036,81715.0m shares reported held*
$341.3mreported value*
11 new 61 added 15 reduced 18 sold out net sold ≈ $465.4k (-20.5k 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. Holder counts are more reliable. Implied quarter-end price ≈ $22.70.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 8Q4 22: 15Q1 23: 22Q2 23: 27Q3 23: 31Q4 23: 50Q1 24: 57Q2 24: 59Q3 24: 66Q4 24: 68Q1 25: 74Q2 25: 78Q3 25: 96Q4 25: 98Q1 26: 115Q2 26: 104104Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20228
Q4 202215
Q1 202322
Q2 202327
Q3 202331
Q4 202350
Q1 202457
Q2 202459
Q3 202466
Q4 202468
Q1 202574
Q2 202578
Q3 202596
Q4 202598
Q1 2026115
Q2 2026104

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 41 bought or addedQ3 24: 14 cut or sold outQ4 24: 37 bought or addedQ4 24: 19 cut or sold outQ4 24Q1 25: 47 bought or addedQ1 25: 21 cut or sold outQ2 25: 50 bought or addedQ2 25: 15 cut or sold outQ2 25Q3 25: 65 bought or addedQ3 25: 23 cut or sold outQ4 25: 62 bought or addedQ4 25: 33 cut or sold outQ4 25Q1 26: 76 bought or addedQ1 26: 23 cut or sold outQ2 26: 72 bought or addedQ2 26: 33 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244114
Q4 20243719
Q1 20254721
Q2 20255015
Q3 20256523
Q4 20256233
Q1 20267623
Q2 20267233

Biggest buyers

TITLEIST ASSET MANAGEMENT, LLC Added +347,727+347.7k
Cambridge Investment Research Advisors, Inc. Added +186,923+186.9k
Krilogy Financial LLC Added +169,863+169.9k
Probity Advisors, Inc. Added +115,483+115.5k
TRUIST FINANCIAL CORP Added +75,973+76.0k
Yoder Wealth Management, Inc. Added +61,484+61.5k
Atlantic Private Wealth, LLC Added +59,363+59.4k
AMERIPRISE FINANCIAL INC Added +45,325+45.3k
ENVESTNET ASSET MANAGEMENT INC Added +41,460+41.5k
UNITED CAPITAL FINANCIAL ADVISORS, LLC Added +41,366+41.4k

Biggest sellers

Parcion Private Wealth LLC Sold out -893,909-893.9k
Janney Montgomery Scott LLC Reduced -238,876-238.9k
CITADEL ADVISORS LLC Sold out -192,879-192.9k
Sanctuary Advisors, LLC Sold out -96,824-96.8k
Tower Research Capital LLC (TRC) Sold out -83,123-83.1k
CONFLUENCE INVESTMENT MANAGEMENT LLC Reduced -68,247-68.2k
HARMONY ASSET MANAGEMENT LLC Sold out -38,527-38.5k
JANE STREET GROUP, LLC Reduced -29,184-29.2k
EVEXIA WEALTH LLC Sold out -28,263-28.3k
UBS Group AG Reduced -19,549-19.5k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Krilogy Financial LLC 1.76% of their portfolio ST. LOUIS, MO 2,618,1762.6m $59.4m $59.4m 1.76% Added +169.9k +169,863
2 UBS Group AG 0.00% of their portfolio ZURICH, V8 976,161976.2k $22.2m $22.2m 0.00% Reduced -19.5k -19,549
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 885,349885.3k $20.1m $20.1m 0.00% Added +36.4k +36,365
4 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.26% of their portfolio ST. LOUIS, MO 735,847735.8k $16.7m $16.7m 0.26% Reduced -68.2k -68,247
5 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 532,804532.8k $12.1m $12.1m 0.00% Added +5.6k +5,582
6 D.A. DAVIDSON & CO. 0.06% of their portfolio GREAT FALLS, MT 463,113463.1k $10.5m $10.5m 0.06% Added +41.3k +41,330
7 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 449,649449.6k $10.2m $10.2m 0.01% Added +76.0k +75,973
8 TITLEIST ASSET MANAGEMENT, LLC 0.67% of their portfolio SAN ANTONIO, TX 439,395439.4k $10.0m $10.0m 0.67% Added +347.7k +347,727
9 Probity Advisors, Inc. 1.41% of their portfolio DALLAS, TX 434,420434.4k $9.9m $9.9m 1.41% Added +115.5k +115,483
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 394,282394.3k $8.9m $8.9m 0.00% Added +41.5k +41,460
11 Legacy Private Trust Co. 0.48% of their portfolio NEENAH, WI 376,158376.2k $8.5m $8.5m 0.48% Added +36.1k +36,078
12 Snowden Capital Advisors LLC 0.20% of their portfolio New York, NY 374,409374.4k $8.5m $8.5m 0.20% Added +5.2k +5,222
13 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 362,730362.7k $8.2m $8.2m 0.00% Added +11.7k +11,659
14 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.04% of their portfolio IRVING, TX 345,777345.8k $7.8m $7.8m 0.04% Added +41.4k +41,366
15 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 328,090328.1k $7.4m $7.4m 0.00% Added +45.3k +45,325
16 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 312,790312.8k $7.1m $7.1m 0.01% Added +186.9k +186,923
17 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 312,533312.5k $7.1m $7.1m 0.01% Reduced -238.9k -238,876
18 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 300,781300.8k $6.8m $6.8m 0.01% Added +20.8k +20,836
19 Atlantic Private Wealth, LLC 4.09% of their portfolio CHAPEL HILL, NC 293,989294.0k $6.7m $6.7m 4.09% Added +59.4k +59,363
20 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 220,616220.6k $5.0m $5.0m 0.01% Added +21.5k +21,547
21 Asset Dedication, LLC 0.31% of their portfolio SAN FRANCISCO, CA 220,155220.2k $5.0m $5.0m 0.31% Added +31.1k +31,139
22 Stockman Wealth Management, Inc. 0.51% of their portfolio BILLINGS, MT 218,588218.6k $5.0m $5.0m 0.51% Added +18.0k +17,972
23 Yoder Wealth Management, Inc. 1.92% of their portfolio WALNUT CREEK, CA 216,814216.8k $4.9m $4.9m 1.92% Added +61.5k +61,484
24 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 203,434203.4k $4.6m $4.6m 0.00% Added +15.4k +15,446
25 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 183,319183.3k $4.2m $4.2m 0.00% Added +38.0k +38,047
26 Accretive Wealth Partners, LLC 1.01% of their portfolio PARSIPPANY, NJ 182,878182.9k $4.2m $4.2m 1.01% Added +35.1k +35,116
27 PARK AVENUE SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 177,908177.9k $4.0m $4.0m 0.03% Added +10.2k +10,195
28 Parallel Advisors, LLC 0.06% of their portfolio SAN FRANCISCO, CA 177,585177.6k $4.0m $4.0m 0.06% Added +14.7k +14,715
29 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 169,364169.4k $3.8m $3.8m 0.00% Reduced -13.4k -13,396
30 JAMES INVESTMENT RESEARCH, INC. 0.38% of their portfolio ALPHA, OH 164,188164.2k $3.7m $3.7m 0.38% Added +8.4k +8,393
31 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 157,946157.9k $3.6m $3.6m 0.01% Reduced -2.2k -2,162
32 THOROUGHBRED FINANCIAL SERVICES, LLC 0.14% of their portfolio BRENTWOOD, TN 125,114125.1k $2.8m $2.8m 0.14% Added +16.5k +16,512
33 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 121,448121.4k $2.8m $2.8m 0.00% Added +37.9k +37,913
34 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 119,249119.2k $2.7m $2.7m 0.00% Reduced -9.0k -8,965
35 CENTRAL TRUST Co 0.05% of their portfolio JEFFERSON CITY, MO 118,224118.2k $2.7m $2.7m 0.05% Added +11.7k +11,723
36 BOSTON FAMILY OFFICE LLC 0.11% of their portfolio BOSTON, MA 81,78681.8k $1.9m $1.9m 0.11% Added +7.1k +7,107
37 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 66,53566.5k $1.5m $1.5m 0.00% Reduced -12.0k -11,963
38 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 54,94754.9k $1.2m $1.2m 0.01% Added +5.6k +5,570
39 Cushing Capital Partners, LLC 0.84% of their portfolio DELAFIELD, WI 53,93253.9k $1.2m $1.2m 0.84% Added +6.8k +6,809
40 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 53,01953.0k $1.2m $1.2m 0.02% Added +6.9k +6,898
41 Visionary Wealth Advisors 0.05% of their portfolio O'FALLON, IL 52,95153.0k $1.2m $1.2m 0.05% Added +7.2k +7,247
42 VERUS CAPITAL PARTNERS, LLC 0.06% of their portfolio SCOTTSDALE, AZ 49,45249.5k $1.1m $1.1m 0.06% Added +2.8k +2,800
43 FIRST NATIONAL BANK OF OMAHA 0.03% of their portfolio OMAHA, NE 47,92247.9k $1.1m $1.1m 0.03% Reduced -2.5k -2,502
44 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 46,84446.8k $1.1m $1.1m 0.01% Added +16.2k +16,178
45 Reliant Wealth Planning 0.25% of their portfolio LOUISVILLE, KY 40,75340.8k $924.9k $924.9k 0.25% Unchanged
46 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 35,97236.0k $816.4k $816.4k 0.00% Added +22 +22
47 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 31,91831.9k $724.4k $724.4k 0.01% Added +978 +978
48 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 30,15030.1k $684.3k $684.3k 0.00% Added +7.7k +7,683
49 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 29,53729.5k $670.3k $670.3k 0.00% Added +17 +17
50 L2 Asset Management, LLC 0.07% of their portfolio Wayland, MA 29,15029.1k $661.6k $661.6k 0.07% Added +1.3k +1,288
51 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 27,22627.2k $617.9k $617.9k 0.00% Added +568 +568
52 LEAVELL INVESTMENT MANAGEMENT, INC. 0.02% of their portfolio MOBILE, AL 26,98527.0k $612.4k $612.4k 0.02% Added +3.1k +3,115
53 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 26,73626.7k $606.8k $606.8k 0.00% Unchanged
54 4WEALTH ADVISORS, INC. 0.46% of their portfolio Burr Ridge, IL 26,38626.4k $601.2k $601.2k 0.46% Added +2.1k +2,061
55 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 26,23026.2k $595.3k $595.3k 0.00% Added +7.3k +7,278
56 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 23,97624.0k $544.1k $544.1k 0.01% New
57 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 23,18923.2k $526.3k $526.3k 0.00% Reduced -29.2k -29,184
58 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 22,68922.7k $514.9k $514.9k 0.00% Added +3.9k +3,914
59 Associated Banc-Corp 0.01% of their portfolio Green Bay, WI 22,67022.7k $514.5k $514.5k 0.01% Reduced -1.3k -1,273
60 HEADINVEST, LLC 0.09% of their portfolio Portland, ME 20,60220.6k $467.6k $467.6k 0.09% Reduced -177 -177
61 MOULTON WEALTH MANAGEMENT, INC 0.30% of their portfolio SPOKANE, WA 20,40120.4k $461.2k $461.2k 0.30% Added +8.5k +8,509
62 Jacobi Capital Management LLC 0.02% of their portfolio PITTSTON, PA 17,57417.6k $398.8k $398.8k 0.02% Added +118 +118
63 Belpointe Asset Management LLC 0.01% of their portfolio RENO, NV 16,69516.7k $378.9k $378.9k 0.01% New
64 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 16,38716.4k $371.9k $371.9k 0.00% Added +2.8k +2,785
65 Kestra Investment Management, LLC 0.01% of their portfolio AUSTIN, TX 15,82215.8k $359.1k $359.1k 0.01% Added +848 +848
66 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 15,47715.5k $351.2k $351.2k 0.00% Added +49 +49
67 Hyposwiss Advisors SA 0.33% of their portfolio GENEVA, V8 15,19015.2k $344.7k $344.7k 0.33% Unchanged
68 Guidance Point Advisors, LLC 0.07% of their portfolio Wellesley, MA 15,12115.1k $343.2k $343.2k 0.07% Added +506 +506
69 Single Point Partners, LLC 0.06% of their portfolio BOSTON, MA 14,58514.6k $331.0k $331.0k 0.06% New
70 CARY STREET PARTNERS FINANCIAL LLC 0.01% of their portfolio RICHMOND, VA 14,20814.2k $322.5k $322.5k 0.01% Reduced -405 -405
71 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 14,09814.1k $320.0k $320.0k 0.00% Reduced -266 -266
72 Greater Midwest Financial Group, LLC 0.15% of their portfolio ST. PAUL, MN 13,47613.5k $305.8k $305.8k 0.15% Unchanged
73 Vestmark Advisory Solutions, Inc. 0.00% of their portfolio Wakefield, MA 11,93411.9k $270.8k $270.8k 0.00% New
74 Great Diamond Partners, LLC 0.05% of their portfolio Portland, ME 11,85211.9k $269.0k $269.0k 0.05% New
75 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 11,72411.7k $266.1k $266.1k 0.00% Added +1.7k +1,699
76 Strait & Sound Wealth Management LLC 0.09% of their portfolio SAN FRANCISCO, CA 11,70211.7k $265.6k $265.6k 0.09% Added +2.1k +2,148
77 Compass Ion Advisors, LLC 0.02% of their portfolio CONSHOHOCKEN, PA 11,20011.2k $254.2k $254.2k 0.02% Unchanged
78 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 11,01011.0k $249.9k $249.9k 0.00% Added +2.2k +2,203
79 JIM SAULNIER & ASSOCIATES, LLC 0.10% of their portfolio FORT COLLINS, CO 10,92310.9k $247.9k $247.9k 0.10% Added +1.3k +1,310
80 Old Mission Investment Co LLC 0.05% of their portfolio TRAVERSE CITY, MI 10,48510.5k $238.0k $238.0k 0.05% First filing
81 MONECO ADVISORS, LLC 0.02% of their portfolio FAIRFIELD, CT 10,22310.2k $257.5k $257.5k 0.02% New
82 Gladstone Institutional Advisory LLC 0.01% of their portfolio Bedminster, NJ 10,12610.1k $229.8k $229.8k 0.01% Reduced -1.3k -1,338
83 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.00% of their portfolio MINNEAPOLIS, MN 10,07310.1k $228.6k $228.6k 0.00% Unchanged
84 COLDSTREAM CAPITAL MANAGEMENT INC 0.00% of their portfolio BELLEVUE, WA 9,1529.2k $207.7k $207.7k 0.00% Reduced -997 -997
85 Physician Wealth Advisors, Inc. 0.02% of their portfolio MIDVALE, UT 8,0828.1k $183.4k $183.4k 0.02% Added +3.6k +3,612
86 Atlantic Union Bankshares Corp 0.00% of their portfolio GLEN ALLEN, VA 6,7296.7k $152.7k $152.7k 0.00% Unchanged
87 JPL Wealth Management, LLC 0.03% of their portfolio GREENWOOD VILLAGE, CO 6,6536.7k $151.0k $151.0k 0.03% Unchanged
88 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 3,7883.8k $86.0k $86.0k 0.00% New
89 FIDUCIARY FINANCIAL ADVISORS 0.01% of their portfolio GRAND RAPIDS, MI 3,6893.7k $83.7k $83.7k 0.01% New
90 CNB Bank 0.03% of their portfolio CLEARFIELD, PA 3,5993.6k $81.7k $81.7k 0.03% Added +173 +173
91 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 2,7802.8k $63.1k $63.1k 0.00% Added +5 +5
92 FMR LLC 0.00% of their portfolio BOSTON, MA 2,7502.8k $62.4k $62.4k 0.00% New
93 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 2,6352.6k $59.8k $59.8k 0.00% Added +890 +890
94 Clearstead Trust, LLC 0.01% of their portfolio PORTLAND, ME 1,9542.0k $44.3k $44.3k 0.01% Unchanged
95 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,9251.9k $43.7k $43.7k 0.00% Added +151 +151
96 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 1,7751.8k $40.3k $40.3k 0.00% Unchanged
97 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 1,3001.3k $29.4k $29.4k 0.00% Unchanged
98 Crews Bank & Trust 0.00% of their portfolio PORT CHARLOTTE, FL 1,1001.1k $25.0k $25.0k 0.00% Unchanged
99 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 900900 $20.4k $20.4k 0.00% Unchanged
100 Bank of New Hampshire 0.00% of their portfolio LACONIA, NH 800800 $18.2k $18.2k 0.00% Unchanged