Vault-13

ISHARES TR IBHG

IBONDS 2027 TERM · ETP · CUSIP 46436E478

133 institutional holders +5 vs Q1 2026
14,369,64714.4m shares reported held*
$317.6mreported value*
16 new 63 added 32 reduced 11 sold out net bought ≈ $49.8m (+2.3m 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 ≈ $22.10.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 10Q4 22: 17Q1 23: 23Q2 23: 26Q3 23: 28Q4 23: 33Q1 24: 46Q2 24: 47Q3 24: 49Q4 24: 74Q1 25: 78Q2 25: 88Q3 25: 95Q4 25: 117Q1 26: 128Q2 26: 133133Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202210
Q4 202217
Q1 202323
Q2 202326
Q3 202328
Q4 202333
Q1 202446
Q2 202447
Q3 202449
Q4 202474
Q1 202578
Q2 202588
Q3 202595
Q4 2025117
Q1 2026128
Q2 2026133

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 30 bought or addedQ3 24: 12 cut or sold outQ4 24: 51 bought or addedQ4 24: 7 cut or sold outQ4 24Q1 25: 55 bought or addedQ1 25: 15 cut or sold outQ2 25: 51 bought or addedQ2 25: 29 cut or sold outQ2 25Q3 25: 66 bought or addedQ3 25: 26 cut or sold outQ4 25: 80 bought or addedQ4 25: 21 cut or sold outQ4 25Q1 26: 78 bought or addedQ1 26: 37 cut or sold outQ2 26: 79 bought or addedQ2 26: 43 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243012
Q4 2024517
Q1 20255515
Q2 20255129
Q3 20256626
Q4 20258021
Q1 20267837
Q2 20267943

Biggest buyers

Arrow Financial Corp New +1,491,682+1.5m
UBS Group AG Added +1,472,206+1.5m
Concurrent Investment Advisors, LLC New +203,427+203.4k
LBMC INVESTMENT ADVISORS, LLC Added +155,798+155.8k
BlackRock, Inc. Added +125,439+125.4k
LPL Financial LLC Added +107,046+107.0k
JANE STREET GROUP, LLC Added +101,112+101.1k
Cambridge Investment Research Advisors, Inc. Added +94,399+94.4k
RAYMOND JAMES FINANCIAL INC Added +76,392+76.4k
Private Advisor Group, LLC Added +65,320+65.3k

Biggest sellers

THREADGILL FINANCIAL, LLC Sold out -962,629-962.6k
Bank of New York Mellon Corp Reduced -386,736-386.7k
HighTower Advisors, LLC Reduced -378,726-378.7k
Commonwealth Financial Services, LLC Reduced -267,683-267.7k
Federation des caisses Desjardins du Quebec Reduced -110,893-110.9k
Keeler Thomas Management LLC Reduced -66,208-66.2k
OLD MISSION CAPITAL LLC Reduced -49,384-49.4k
EVEXIA WEALTH LLC Reduced -36,513-36.5k
Lido Advisors, LLC Reduced -25,685-25.7k
FLOW TRADERS U.S. LLC Sold out -20,412-20.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,807,0961.8m $39.9m $39.9m 0.01% Added +1.5m +1,472,206
2 LBMC INVESTMENT ADVISORS, LLC 2.12% of their portfolio BRENTWOOD, TN 1,772,4161.8m $39.1m $39.1m 2.12% Added +155.8k +155,798
3 Arrow Financial Corp 2.95% of their portfolio Glens Falls, NY 1,491,6821.5m $32.9m $32.9m 2.95% New
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,250,1521.3m $27.6m $27.6m 0.01% Added +107.0k +107,046
5 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 810,422810.4k $17.9m $17.9m 0.00% Added +10.7k +10,731
6 Federation des caisses Desjardins du Quebec 0.05% of their portfolio LEVIS, A8 782,170782.2k $17.3m $17.3m 0.05% Reduced -110.9k -110,893
7 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 401,755401.8k $8.9m $8.9m 0.00% Added +76.4k +76,392
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 281,072281.1k $6.2m $6.2m 0.00% Added +63.9k +63,900
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 259,328259.3k $5.7m $5.7m 0.00% Added +10.4k +10,439
10 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 254,777254.8k $5.6m $5.6m 0.01% Reduced -8.5k -8,523
11 J.W. COLE ADVISORS, INC. 0.08% of their portfolio TAMPA, FL 213,562213.6k $4.7m $4.7m 0.08% Reduced -9.1k -9,051
12 Concurrent Investment Advisors, LLC 0.04% of their portfolio Tampa, FL 203,427203.4k $4.5m $4.5m 0.04% New
13 Ironwood Financial, llc 0.69% of their portfolio TUCSON, AZ 199,317199.3k $4.4m $4.4m 0.69% Added +33.8k +33,788
14 BlackRock, Inc. 0.00% of their portfolio New York, NY 196,434196.4k $4.3m $4.3m 0.00% Added +125.4k +125,439
15 KESTRA PRIVATE WEALTH SERVICES, LLC 0.05% of their portfolio AUSTIN, TX 196,004196.0k $4.3m $4.3m 0.05% Added +60.0k +60,031
16 Mid-American Wealth Advisory Group, Inc. 1.56% of their portfolio KANSAS CITY, MO 195,817195.8k $4.3m $4.3m 1.56% Reduced -13.1k -13,051
17 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 185,840185.8k $4.1m $4.1m 0.01% Added +18.9k +18,920
18 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 168,974169.0k $3.7m $3.7m 0.00% Added +94.4k +94,399
19 Carr Financial Group Corp 0.77% of their portfolio WORCESTER, MA 150,853150.9k $3.3m $3.3m 0.77% Added +31.0k +31,006
20 Straight Path Wealth Management 0.70% of their portfolio Jenison, MI 135,333135.3k $3.0m $3.0m 0.70% Added +7.8k +7,757
21 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 133,778133.8k $3.0m $3.0m 0.00% Added +101.1k +101,112
22 Commonwealth Financial Services, LLC 0.36% of their portfolio VIENNA, WV 120,403120.4k $2.7m $2.7m 0.36% Reduced -267.7k -267,683
23 Penobscot Investment Management Company, Inc. 0.17% of their portfolio BOSTON, MA 113,275113.3k $2.5m $2.5m 0.17% Added +23.9k +23,850
24 EIGHT 31 FINANCIAL, LLC 1.41% of their portfolio MIDLAND, TX 107,168107.2k $2.4m $2.4m 1.41% Added +2.8k +2,826
25 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 99,80999.8k $2.2m $2.2m 0.01% Added +65.3k +65,320
26 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 91,46591.5k $2.0m $2.0m 0.01% Added +18.3k +18,328
27 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 90,36390.4k $2.0m $2.0m 0.00% Reduced -1.7k -1,705
28 OLD MISSION CAPITAL LLC 0.05% of their portfolio CHICAGO, IL 86,92086.9k $1.9m $1.9m 0.05% Reduced -49.4k -49,384
29 EVEXIA WEALTH LLC 0.48% of their portfolio STEVENS POINT, WI 80,36980.4k $1.8m $1.8m 0.48% Reduced -36.5k -36,513
30 Foundations Investment Advisors, LLC 0.02% of their portfolio PHOENIX, AZ 80,21380.2k $1.8m $1.8m 0.02% Added +25.8k +25,761
31 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 78,40078.4k $1.7m $1.7m 0.02% Added +488 +488
32 Walser Wealth Management Company, A Ltd Liability Co 0.69% of their portfolio TAMPA, FL 75,61875.6k $1.7m $1.7m 0.69% Added +25.8k +25,780
33 Parallel Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 70,37570.4k $1.6m $1.6m 0.02% Added +27.6k +27,650
34 Keeler Thomas Management LLC 0.53% of their portfolio Orem, UT 67,45467.5k $1.5m $1.5m 0.53% Reduced -66.2k -66,208
35 Centennial Advisors, LLC 1.61% of their portfolio AUSTIN, TX 61,29161.3k $1.4m $1.4m 1.61% Added +6.4k +6,364
36 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 57,32457.3k $1.3m $1.3m 0.00% Reduced -25.7k -25,685
37 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 55,61155.6k $1.2m $1.2m 0.00% Added +28.5k +28,461
38 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 54,60454.6k $1.2m $1.2m 0.01% Added +9.7k +9,673
39 BridgePort Financial Solutions, LLC 0.31% of their portfolio FAIRFIELD, IA 54,58054.6k $1.2m $1.2m 0.31% Unchanged
40 Collaborative Fund Advisors, LLC 0.68% of their portfolio RENO, NV 53,20853.2k $1.2m $1.2m 0.68% New
41 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 52,87452.9k $1.2m $1.2m 0.02% Reduced -1.3k -1,257
42 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 48,28548.3k $1.1m $1.1m 0.00% Reduced -1.5k -1,463
43 FOCUSED ALPHA, LLC 0.27% of their portfolio DENVER, CO 47,81547.8k $1.1m $1.1m 0.27% Added +6.2k +6,198
44 FIDUCIARY FINANCIAL ADVISORS 0.11% of their portfolio GRAND RAPIDS, MI 47,73247.7k $1.1m $1.1m 0.11% New
45 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 45,25145.3k $999.0k $999.0k 0.00% Added +7.9k +7,946
46 High Note Wealth, LLC 0.17% of their portfolio DEEPHAVEN, MN 44,17344.2k $975.3k $975.3k 0.17% Added +17.9k +17,857
47 Aspen Wealth Management LLC 0.16% of their portfolio FORT WORTH, TX 43,67843.7k $964.4k $964.4k 0.16% Added +16.9k +16,876
48 LITTLEJOHN FINANCIAL SERVICES, INC. 0.69% of their portfolio ROSEBURG, OR 42,89842.9k $947.2k $947.2k 0.69% Added +24.3k +24,271
49 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 41,74741.7k $921.8k $921.8k 0.00% Reduced -682 -682
50 COWA, LLC 0.23% of their portfolio Tulsa, OK 41,19541.2k $909.6k $909.6k 0.23% Added +2.0k +2,000
51 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 39,86039.9k $880.1k $880.1k 0.00% Reduced -1.2k -1,218
52 Heartland Bank & Trust Co 0.18% of their portfolio BLOOMINGTON, IL 39,17139.2k $864.9k $864.9k 0.18% Added +3.5k +3,540
53 Bedel Financial Consulting, Inc. 0.08% of their portfolio INDIANAPOLIS, IN 39,00239.0k $861.2k $861.2k 0.08% Added +9.2k +9,175
54 BIP Wealth, LLC 0.02% of their portfolio ATLANTA, GA 37,21737.2k $821.8k $821.8k 0.02% Added +3.1k +3,078
55 BEESE FULMER INVESTMENT MANAGEMENT, INC. 0.05% of their portfolio CANTON, OH 36,99937.0k $816.9k $816.9k 0.05% New
56 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 36,93836.9k $815.6k $815.6k 0.00% Reduced -8.5k -8,452
57 REBALANCE, LLC 0.04% of their portfolio PALO ALTO, CA 36,92736.9k $815.4k $815.4k 0.04% Added +506 +506
58 Timber Creek Capital Management LLC 0.16% of their portfolio BOSTON, MA 35,96936.0k $794.2k $794.2k 0.16% Added +4.9k +4,893
59 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 34,01534.0k $751.1k $751.1k 0.00% Added +8.9k +8,922
60 WRAPMANAGER INC 0.23% of their portfolio MILL VALLEY, CA 33,21333.2k $733.3k $733.3k 0.23% Reduced -3.9k -3,945
61 Guidance Point Advisors, LLC 0.15% of their portfolio Wellesley, MA 31,37731.4k $693.1k $693.1k 0.15% Added +6.0k +6,042
62 Bullock Wealth Management Group 0.29% of their portfolio BLOOMINGTON, IN 30,60630.6k $672.4k $672.4k 0.29% First filing
63 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.05% of their portfolio FORT WAYNE, IN 30,00030.0k $662.4k $662.4k 0.05% Unchanged
64 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 27,04327.0k $597.1k $597.1k 0.01% Added +1.2k +1,189
65 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 27,02427.0k $596.7k $596.7k 0.00% Reduced -4.8k -4,773
66 Klaas Financial Asset Advisors, LLC 0.07% of their portfolio LOVES PARK, IL 26,89926.9k $593.9k $593.9k 0.07% Added +630 +630
67 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 26,58026.6k $586.9k $586.9k 0.00% Added +2.7k +2,709
68 Belpointe Asset Management LLC 0.02% of their portfolio RENO, NV 25,36525.4k $560.1k $560.1k 0.02% Added +11.4k +11,448
69 Madden Advisory Services, Inc. 0.20% of their portfolio Jacksonville, FL 25,32525.3k $559.2k $559.2k 0.20% Added +1.0k +1,004
70 Rialto Wealth Management, LLC 0.11% of their portfolio SYRACUSE, NY 25,13125.1k $554.9k $554.9k 0.11% Reduced -6.1k -6,127
71 Kastel Capital Advisors, LLC 0.35% of their portfolio WELLESLEY, MA 24,86924.9k $550.4k $550.4k 0.35% Added +107 +107
72 Csenge Advisory Group 0.02% of their portfolio CLEARWATER, FL 24,58324.6k $542.8k $542.8k 0.02% Added +774 +774
73 Tempus Wealth Planning, LLC 0.11% of their portfolio IRVINE, CA 24,37424.4k $538.2k $538.2k 0.11% Reduced -15.4k -15,398
74 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 21,75321.8k $480.3k $480.3k 0.01% First filing
75 HUB Investment Partners, LLC 0.01% of their portfolio AUSTIN, TX 21,53821.5k $475.6k $475.6k 0.01% New
76 RIVER'S EDGE WEALTH MANAGEMENT, LLC 0.38% of their portfolio BEAVER, PA 19,71919.7k $434.4k $434.4k 0.38% Added +119 +119
77 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 19,03519.0k $420.3k $420.3k 0.00% Reduced -4.5k -4,520
78 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 18,90818.9k $417.5k $417.5k 0.00% Unchanged
79 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 18,68818.7k $412.6k $412.6k 0.00% Reduced -378.7k -378,726
80 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 18,40818.4k $406.4k $406.4k 0.00% Reduced -5.2k -5,223
81 THOROUGHBRED FINANCIAL SERVICES, LLC 0.02% of their portfolio BRENTWOOD, TN 18,14418.1k $400.0k $400.0k 0.02% Added +5.7k +5,734
82 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 18,04618.0k $398.4k $398.4k 0.00% New
83 Kurv Investment Management LLC 0.31% of their portfolio San Francisco, CA 18,03218.0k $398.1k $398.1k 0.31% New
84 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 17,63717.6k $389.4k $389.4k 0.00% Added +12.6k +12,602
85 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 17,07817.1k $377.1k $377.1k 0.00% Added +2.0k +2,041
86 Mayflower Financial Advisors, LLC 0.03% of their portfolio BOSTON, MA 15,66215.7k $345.8k $345.8k 0.03% Unchanged
87 Orion Capital Management LLC 0.10% of their portfolio CORONADO, CA 15,06715.1k $332.7k $332.7k 0.10% Added +1.1k +1,067
88 Windsor Capital Management, LLC 0.09% of their portfolio Phoenix, AZ 14,89214.9k $328.8k $328.8k 0.09% Added +3.8k +3,842
89 BEACON FINANCIAL PLANNING, INC 0.11% of their portfolio HYANNIS, MA 14,34614.3k $316.8k $316.8k 0.11% Added +5.2k +5,178
90 Landing Point Financial Group, LLC 0.11% of their portfolio AVON, OH 14,11714.1k $311.7k $311.7k 0.11% Reduced -2.3k -2,325
91 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 13,97414.0k $308.5k $308.5k 0.00% Reduced -386.7k -386,736
92 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 13,97014.0k $308.5k $308.5k 0.00% New
93 GAMMA Investing LLC 0.01% of their portfolio FOSTER CITY, CA 13,71513.7k $302.8k $302.8k 0.01% Added +8.2k +8,192
94 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 13,37813.4k $295.4k $295.4k 0.00% Unchanged
95 Pure Financial Advisors, LLC 0.00% of their portfolio SAN DIEGO, CA 13,10613.1k $289.4k $289.4k 0.00% Reduced -447 -447
96 TFR Capital, LLC. 0.08% of their portfolio PLANO, TX 12,79412.8k $282.5k $282.5k 0.08% Reduced -272 -272
97 TABLEAUX LLC 0.11% of their portfolio STOCKBRIDGE, MA 11,66611.7k $257.6k $257.6k 0.11% Reduced -1.6k -1,612
98 Wick Capital Partners, LLC 0.04% of their portfolio WAYNE, PA 11,37711.4k $251.2k $251.2k 0.04% New
99 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 10,85110.9k $238.3k $238.3k 0.00% Unchanged
100 Cornerstone Wealth Management, LLC 0.01% of their portfolio ST. PETERS, MO 10,48710.5k $231.6k $231.6k 0.01% New