Vault-13

ISHARES TR IBTL

IBONDS DEC 2031 · ETP · CUSIP 46436E460

134 institutional holders +6 vs Q1 2026
23,369,86423.4m shares reported held*
$472.2mreported value*
24 new 69 added 22 reduced 13 sold out net bought ≈ $38.7m (+1.9m 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. Holder counts are more reliable. Implied quarter-end price ≈ $20.21.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 12Q4 22: 15Q1 23: 23Q2 23: 26Q3 23: 35Q4 23: 46Q1 24: 50Q2 24: 58Q3 24: 72Q4 24: 77Q1 25: 89Q2 25: 97Q3 25: 111Q4 25: 121Q1 26: 128Q2 26: 134134Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202212
Q4 202215
Q1 202323
Q2 202326
Q3 202335
Q4 202346
Q1 202450
Q2 202458
Q3 202472
Q4 202477
Q1 202589
Q2 202597
Q3 2025111
Q4 2025121
Q1 2026128
Q2 2026134

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 56 bought or addedQ3 24: 7 cut or sold outQ4 24: 49 bought or addedQ4 24: 19 cut or sold outQ4 24Q1 25: 66 bought or addedQ1 25: 14 cut or sold outQ2 25: 56 bought or addedQ2 25: 28 cut or sold outQ2 25Q3 25: 76 bought or addedQ3 25: 22 cut or sold outQ4 25: 80 bought or addedQ4 25: 31 cut or sold outQ4 25Q1 26: 85 bought or addedQ1 26: 31 cut or sold outQ2 26: 93 bought or addedQ2 26: 35 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024567
Q4 20244919
Q1 20256614
Q2 20255628
Q3 20257622
Q4 20258031
Q1 20268531
Q2 20269335

Biggest buyers

BlackRock, Inc. New +1,307,693+1.3m
MERCER GLOBAL ADVISORS INC /ADV Added +251,979+252.0k
BANK OF AMERICA CORP /DE/ Added +124,770+124.8k
RAYMOND JAMES FINANCIAL INC Added +78,269+78.3k
Integrated Wealth Concepts LLC Added +77,626+77.6k
Allworth Financial LP Added +60,647+60.6k
GOLDMAN SACHS GROUP INC Added +59,200+59.2k
Probity Advisors, Inc. Added +55,648+55.6k
Krilogy Financial LLC Added +47,586+47.6k
MONECO ADVISORS, LLC New +41,322+41.3k

Biggest sellers

WELLS FARGO & COMPANY/MN Reduced -414,766-414.8k
TRUE Private Wealth Advisors Reduced -173,607-173.6k
CONFLUENCE INVESTMENT MANAGEMENT LLC Reduced -104,310-104.3k
Tower Research Capital LLC (TRC) Sold out -75,884-75.9k
Private Advisor Group, LLC Sold out -72,236-72.2k
PARK AVENUE SECURITIES LLC Reduced -71,168-71.2k
MOULTON WEALTH MANAGEMENT, INC Reduced -57,160-57.2k
ROYAL BANK OF CANADA Reduced -39,914-39.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -27,963-28.0k
Creative Planning Reduced -20,088-20.1k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution new · filed 2026-10-27 6.4% new 2.4m≈ $48.7m 2026-10-27

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 2,544,0602.5m $51.4m $51.4m 0.01% Reduced -414.8k -414,766
2 TRUE Private Wealth Advisors 2.94% of their portfolio Salem, OR 1,688,6771.7m $34.1m $34.1m 2.94% Reduced -173.6k -173,607
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,307,6931.3m $26.4m $26.4m 0.00% New
4 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.35% of their portfolio ST. LOUIS, MO 1,098,5041.1m $22.2m $22.2m 0.35% Reduced -104.3k -104,310
5 TITLEIST ASSET MANAGEMENT, LLC 1.35% of their portfolio SAN ANTONIO, TX 990,421990.4k $20.0m $20.0m 1.35% Added +35.3k +35,339
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 913,630913.6k $18.4m $18.4m 0.00% Added +124.8k +124,770
7 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 892,700892.7k $18.0m $18.0m 0.00% Added +34.8k +34,826
8 Krilogy Financial LLC 0.45% of their portfolio ST. LOUIS, MO 753,026753.0k $15.2m $15.2m 0.45% Added +47.6k +47,586
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 730,848730.8k $14.8m $14.8m 0.00% Added +13.8k +13,759
10 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 676,777676.8k $13.7m $13.7m 0.04% Added +38.2k +38,213
11 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 655,984656.0k $13.2m $13.2m 0.00% Added +3.5k +3,511
12 Probity Advisors, Inc. 1.61% of their portfolio DALLAS, TX 558,788558.8k $11.3m $11.3m 1.61% Added +55.6k +55,648
13 SHELTON WEALTH MANAGEMENT, LLC 4.29% of their portfolio FORT WORTH, TX 536,805536.8k $10.8m $10.8m 4.29% Added +41.0k +40,981
14 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 484,813484.8k $9.8m $9.8m 0.01% Added +252.0k +251,979
15 PARK AVENUE SECURITIES LLC 0.06% of their portfolio NEW YORK, NY 470,144470.1k $9.5m $9.5m 0.06% Reduced -71.2k -71,168
16 Legacy Private Trust Co. 0.51% of their portfolio NEENAH, WI 455,751455.8k $9.2m $9.2m 0.51% Added +27.5k +27,536
17 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 445,255445.3k $9.0m $9.0m 0.00% Added +78.3k +78,269
18 Snowden Capital Advisors LLC 0.19% of their portfolio New York, NY 406,659406.7k $8.2m $8.2m 0.19% Added +6.3k +6,267
19 Headland Capital, LLC 2.02% of their portfolio MT. PLEASANT, SC 405,441405.4k $8.2m $8.2m 2.02% Added +30.5k +30,511
20 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 399,026399.0k $8.1m $8.1m 0.01% Added +41.0k +41,045
21 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.04% of their portfolio IRVING, TX 396,107396.1k $8.0m $8.0m 0.04% Added +32.9k +32,931
22 FORONJY FINANCIAL LLC 2.50% of their portfolio Los Osos, CA 337,588337.6k $6.8m $6.8m 2.50% Added +21.1k +21,092
23 SPRENG CAPITAL MANAGEMENT, INC. 2.31% of their portfolio Bucyrus, OH 314,831314.8k $6.4m $6.4m 2.31% Added +9.4k +9,409
24 FAGAN ASSOCIATES, INC. 0.69% of their portfolio TROY, NY 277,458277.5k $5.6m $5.6m 0.69% Added +5.3k +5,255
25 Stockman Wealth Management, Inc. 0.55% of their portfolio BILLINGS, MT 264,766264.8k $5.3m $5.3m 0.55% Added +12.6k +12,580
26 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 253,349253.3k $5.1m $5.1m 0.00% Reduced -39.9k -39,914
27 Asset Dedication, LLC 0.31% of their portfolio SAN FRANCISCO, CA 242,011242.0k $4.9m $4.9m 0.31% Added +31.5k +31,504
28 Yoder Wealth Management, Inc. 1.78% of their portfolio WALNUT CREEK, CA 226,174226.2k $4.6m $4.6m 1.78% Added +2.5k +2,540
29 UBS Group AG 0.00% of their portfolio ZURICH, V8 224,307224.3k $4.5m $4.5m 0.00% Added +13.6k +13,578
30 Parallel Advisors, LLC 0.07% of their portfolio SAN FRANCISCO, CA 215,153215.2k $4.3m $4.3m 0.07% Added +14.5k +14,452
31 THOROUGHBRED FINANCIAL SERVICES, LLC 0.20% of their portfolio BRENTWOOD, TN 209,387209.4k $4.2m $4.2m 0.20% Reduced -602 -602
32 Accretive Wealth Partners, LLC 1.01% of their portfolio PARSIPPANY, NJ 205,085205.1k $4.1m $4.1m 1.01% Added +39.5k +39,473
33 Whalen Wealth Management Inc. 1.83% of their portfolio LAS VEGAS, NV 201,860201.9k $4.1m $4.1m 1.83% Added +1.3k +1,304
34 CENTRAL TRUST Co 0.07% of their portfolio JEFFERSON CITY, MO 187,041187.0k $3.8m $3.8m 0.07% Added +13.6k +13,560
35 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 169,612169.6k $3.4m $3.4m 0.00% Added +59.2k +59,200
36 OneDigital Investment Advisors LLC 0.03% of their portfolio OVERLAND PARK, KS 168,327168.3k $3.4m $3.4m 0.03% Reduced -13.2k -13,172
37 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 158,390158.4k $3.2m $3.2m 0.00% Reduced -3.2k -3,172
38 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 157,222157.2k $3.2m $3.2m 0.01% Added +7.3k +7,308
39 BOSTON FAMILY OFFICE LLC 0.17% of their portfolio BOSTON, MA 139,397139.4k $2.8m $2.8m 0.17% Added +16.1k +16,051
40 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 136,028136.0k $2.7m $2.7m 0.01% Added +77.6k +77,626
41 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 133,676133.7k $2.7m $2.7m 0.01% Added +27.1k +27,126
42 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 127,242127.2k $2.6m $2.6m 0.00% Added +6.0k +5,952
43 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 92,60092.6k $1.9m $1.9m 0.00% Reduced -3.9k -3,875
44 HOWLAND CAPITAL MANAGEMENT LLC 0.06% of their portfolio BOSTON, MA 86,56186.6k $1.7m $1.7m 0.06% Added +300 +300
45 Valmark Advisers, Inc. 0.02% of their portfolio AKRON, OH 83,71183.7k $1.7m $1.7m 0.02% Added +26.2k +26,202
46 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 82,94082.9k $1.7m $1.7m 0.00% Added +3.1k +3,139
47 Smartleaf Asset Management LLC 0.05% of their portfolio BOSTON, MA 72,23672.2k $1.5m $1.5m 0.05% Unchanged
48 EIGHT 31 FINANCIAL, LLC 0.82% of their portfolio MIDLAND, TX 68,55568.6k $1.4m $1.4m 0.82% Added +3.4k +3,377
49 L2 Asset Management, LLC 0.14% of their portfolio Wayland, MA 66,15866.2k $1.3m $1.3m 0.14% Added +1.5k +1,470
50 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 61,66461.7k $1.2m $1.2m 0.01% Added +60.6k +60,647
51 FIRST NATIONAL BANK OF OMAHA 0.03% of their portfolio OMAHA, NE 60,86960.9k $1.2m $1.2m 0.03% Reduced -2.7k -2,715
52 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 58,45058.5k $1.2m $1.2m 0.00% Added +1.0k +1,006
53 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 58,43158.4k $1.2m $1.2m 0.00% Reduced -20.1k -20,088
54 SIGNATUREFD, LLC 0.02% of their portfolio ATLANTA, GA 57,65257.7k $1.2m $1.2m 0.02% Added +19.8k +19,818
55 SHELTON CAPITAL MANAGEMENT 0.02% of their portfolio Denver, CO 56,77156.8k $1.1m $1.1m 0.02% Reduced -1.1k -1,150
56 MOULTON WEALTH MANAGEMENT, INC 0.65% of their portfolio SPOKANE, WA 49,51149.5k $995.4k $995.4k 0.65% Reduced -57.2k -57,160
57 LEAVELL INVESTMENT MANAGEMENT, INC. 0.03% of their portfolio MOBILE, AL 46,89546.9k $946.8k $946.8k 0.03% Added +10.6k +10,585
58 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 45,65845.7k $921.8k $921.8k 0.00% Added +14.1k +14,059
59 MONECO ADVISORS, LLC 0.05% of their portfolio FAIRFIELD, CT 41,32241.3k $861.1k $861.1k 0.05% New
60 Community Financial Services Group, LLC 0.12% of their portfolio NEWPORT, VT 41,06841.1k $824.6k $824.6k 0.12% New
61 Associated Banc-Corp 0.02% of their portfolio Green Bay, WI 38,08938.1k $769.0k $769.0k 0.02% Reduced -3.1k -3,065
62 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 36,10536.1k $729.0k $729.0k 0.01% Added +1.1k +1,092
63 Montecito Bank & Trust 0.11% of their portfolio SANTA BARBARA, CA 35,53135.5k $717.4k $717.4k 0.11% Added +5.9k +5,930
64 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 33,66933.7k $679.8k $679.8k 0.00% Added +2.3k +2,259
65 JIM SAULNIER & ASSOCIATES, LLC 0.27% of their portfolio FORT COLLINS, CO 33,50533.5k $676.5k $676.5k 0.27% Added +2.1k +2,059
66 LANARK FINANCIAL, INC. 0.05% of their portfolio BIRMINGHAM, AL 33,34433.3k $673.2k $673.2k 0.05% Reduced -415 -415
67 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 32,46732.5k $655.5k $655.5k 0.00% Reduced -755 -755
68 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 31,62631.6k $638.5k $638.5k 0.00% Reduced -2.6k -2,582
69 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 29,63729.6k $598.4k $598.4k 0.00% Added +6.0k +6,000
70 Old Port Advisors 0.11% of their portfolio PORTLAND, ME 28,82928.8k $582.1k $582.1k 0.11% Added +5.5k +5,508
71 Summit Wealth Partners, LLC 0.08% of their portfolio Orlando, FL 28,63828.6k $578.2k $578.2k 0.08% Added +8.2k +8,222
72 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 28,38828.4k $573.2k $573.2k 0.00% New
73 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 26,95227.0k $544.2k $544.2k 0.01% New
74 Compass Ion Advisors, LLC 0.05% of their portfolio CONSHOHOCKEN, PA 26,18126.2k $528.6k $528.6k 0.05% Unchanged
75 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 25,40625.4k $512.9k $512.9k 0.01% Added +3.5k +3,548
76 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 25,37325.4k $512.2k $512.2k 0.00% Added +7.4k +7,448
77 Visionary Wealth Advisors 0.02% of their portfolio O'FALLON, IL 24,83424.8k $501.4k $501.4k 0.02% Added +4.2k +4,155
78 National Philanthropic Trust 0.01% of their portfolio Jenkintown, PA 24,60624.6k $496.8k $496.8k 0.01% Unchanged
79 Atlantic Private Wealth, LLC 0.27% of their portfolio CHAPEL HILL, NC 21,93621.9k $442.9k $442.9k 0.27% Reduced -3.8k -3,774
80 DecisionMap Wealth Management, LLC 0.24% of their portfolio GREAT FALLS, VA 21,57721.6k $435.6k $435.6k 0.24% Added +4.9k +4,856
81 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 21,52821.5k $434.0k $434.0k 0.00% New
82 Granite Harbor Advisors, Inc. 0.16% of their portfolio Houston, TX 20,59020.6k $415.7k $415.7k 0.16% Unchanged
83 Wealth Management Strategies, Inc. 0.16% of their portfolio PITTSBURGH, PA 19,96020.0k $403.0k $403.0k 0.16% New
84 Jacobi Capital Management LLC 0.02% of their portfolio PITTSTON, PA 19,80319.8k $399.8k $399.8k 0.02% Added +133 +133
85 CARY STREET PARTNERS FINANCIAL LLC 0.01% of their portfolio RICHMOND, VA 19,46619.5k $393.0k $393.0k 0.01% Reduced -553 -553
86 CGN Advisors LLC 0.03% of their portfolio MANHATTAN, KS 18,96419.0k $382.9k $382.9k 0.03% Added +68 +68
87 XY Planning Network, Inc. 0.05% of their portfolio BOZEMAN, MT 18,96419.0k $382.9k $382.9k 0.05% New
88 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 18,63318.6k $376.2k $376.2k 0.01% Added +2.0k +1,997
89 Great Diamond Partners, LLC 0.06% of their portfolio Portland, ME 18,41918.4k $371.9k $371.9k 0.06% Added +5.8k +5,770
90 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 18,10818.1k $365.6k $365.6k 0.00% Added +3.5k +3,518
91 Kestra Investment Management, LLC 0.01% of their portfolio AUSTIN, TX 17,91717.9k $361.7k $361.7k 0.01% Added +951 +951
92 Prosperity Planning, Inc. 0.08% of their portfolio NORTH KANSAS CITY, MO 17,43417.4k $352.0k $352.0k 0.08% New
93 Reliant Wealth Planning 0.09% of their portfolio LOUISVILLE, KY 16,89816.9k $341.2k $341.2k 0.09% Unchanged
94 Single Point Partners, LLC 0.06% of their portfolio BOSTON, MA 16,39316.4k $331.0k $331.0k 0.06% New
95 STAR Financial Bank 0.13% of their portfolio FORT WAYNE, IN 15,86015.9k $320.2k $320.2k 0.13% Reduced -703 -703
96 BIP Wealth, LLC 0.01% of their portfolio ATLANTA, GA 15,60515.6k $315.1k $315.1k 0.01% Reduced -500 -500
97 Capital Investment Advisors, LLC 0.00% of their portfolio ATLANTA, GA 14,77814.8k $298.4k $298.4k 0.00% Added +12 +12
98 SMITHBRIDGE ASSET MANAGEMENT INC/DE 0.04% of their portfolio Chadds Ford, PA 14,70014.7k $296.8k $296.8k 0.04% Unchanged
99 Physician Wealth Advisors, Inc. 0.03% of their portfolio MIDVALE, UT 14,09914.1k $284.7k $284.7k 0.03% Added +9.1k +9,079
100 Guidance Point Advisors, LLC 0.06% of their portfolio Wellesley, MA 13,81513.8k $278.9k $278.9k 0.06% Added +324 +324