Vault-13

ISHARES TR IBDW

IBONDS DEC 2031 · ETP · CUSIP 46436E486

213 institutional holders +16 vs Q1 2025
59,578,16559.6m shares reported held*
$1.3bnreported value*
29 new 108 added 42 reduced 7 sold out net bought ≈ $131.0m (+6.2m 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 ($462.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $21.09.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 33Q4 22: 45Q1 23: 54Q2 23: 63Q3 23: 80Q4 23: 113Q1 24: 129Q2 24: 142Q3 24: 154Q4 24: 179Q1 25: 197Q2 25: 213213Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202233
Q4 202245
Q1 202354
Q2 202363
Q3 202380
Q4 2023113
Q1 2024129
Q2 2024142
Q3 2024154
Q4 2024179
Q1 2025197
Q2 2025213

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 23: 62 bought or addedQ3 23: 13 cut or sold outQ4 23: 89 bought or addedQ4 23: 18 cut or sold outQ4 23Q1 24: 102 bought or addedQ1 24: 17 cut or sold outQ2 24: 105 bought or addedQ2 24: 30 cut or sold outQ2 24Q3 24: 120 bought or addedQ3 24: 17 cut or sold outQ4 24: 131 bought or addedQ4 24: 22 cut or sold outQ4 24Q1 25: 142 bought or addedQ1 25: 32 cut or sold outQ2 25: 137 bought or addedQ2 25: 49 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20236213
Q4 20238918
Q1 202410217
Q2 202410530
Q3 202412017
Q4 202413122
Q1 202514232
Q2 202513749

Biggest buyers

ROYAL BANK OF CANADA Added +1,269,597+1.3m
EP Wealth Advisors, LLC New +688,345+688.3k
Rockefeller Capital Management L.P. Added +600,113+600.1k
Aptus Capital Advisors, LLC Added +383,809+383.8k
Capital Investment Advisors, LLC Added +303,152+303.2k
MORGAN STANLEY Added +288,873+288.9k
Atlantic Union Bankshares Corp New +281,089+281.1k
CITADEL ADVISORS LLC Added +269,641+269.6k
AMERIPRISE FINANCIAL INC Added +260,759+260.8k
HANCOCK WHITNEY CORP New +255,257+255.3k

Biggest sellers

RAYMOND JAMES FINANCIAL INC Reduced -608,289-608.3k
CGN Advisors LLC Reduced -104,783-104.8k
NewEdge Advisors, LLC Reduced -71,727-71.7k
Motley Fool Wealth Management, LLC Reduced -61,951-62.0k
UBS Group AG Reduced -45,528-45.5k
HRT FINANCIAL LP Sold out -29,782-29.8k
Creative Planning Reduced -22,079-22.1k
MERCER GLOBAL ADVISORS INC /ADV Reduced -17,665-17.7k
MML INVESTORS SERVICES, LLC Reduced -17,188-17.2k
4Thought Financial Group Inc. Reduced -16,785-16.8k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Aptus Capital Advisors, LLC 1.32% of their portfolio FAIRHOPE, AL 6,360,2486.4m $133.8m $133.8m 1.32% Added +383.8k +383,809
2 Capital Investment Advisors, LLC 1.22% of their portfolio ATLANTA, GA 3,132,5313.1m $69.0m $69.0m 1.22% Added +303.2k +303,152
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,947,3922.9m $62.0m $62.0m 0.00% Added +288.9k +288,873
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 2,806,4702.8m $59.0m $59.0m 0.00% Added +104.6k +104,624
5 Venture Visionary Partners LLC 1.89% of their portfolio Sylvania, OH 2,385,8062.4m $50.2m $50.2m 1.89% Added +146.9k +146,859
6 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,327,3562.3m $49.0m $49.0m 0.00% Added +1.3m +1,269,597
7 Sarver Vrooman Wealth Advisors 30.07% of their portfolio KANSAS CITY, MO 2,150,4452.2m $45.2m $45.2m 30.07% Added +21.7k +21,713
8 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,870,0311.9m $39.3m $39.3m 0.01% Reduced -5.3k -5,345
9 SIGMA INVESTMENT COUNSELORS INC 1.88% of their portfolio NORTHVILLE, MI 1,619,6421.6m $34.1m $34.1m 1.88% Added +45.5k +45,513
10 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,565,2121.6m $32.8m $32.8m 0.01% Added +260.8k +260,759
11 SUMMITRY LLC 1.42% of their portfolio Foster City, CA 1,495,5481.5m $31.5m $31.5m 1.42% Added +54.2k +54,200
12 Advisors Capital Management, LLC 0.42% of their portfolio RIDGEWOOD, NJ 1,454,7401.5m $30.6m $30.6m 0.42% Added +126.1k +126,136
13 Klingman & Associates, LLC 1.52% of their portfolio New York, NY 1,311,4401.3m $27.6m $27.6m 1.52% Added +29.2k +29,159
14 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 1,258,6041.3m $26.5m $26.5m 0.01% Reduced -608.3k -608,289
15 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,247,7201.2m $26.3m $26.3m 0.01% Reduced -45.5k -45,528
16 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 1,234,0741.2m $26.0m $26.0m 0.03% Added +600.1k +600,113
17 Frisch Financial Group, Inc. 4.64% of their portfolio MELVILLE, NY 901,284901.3k $19.0m $19.0m 4.64% Added +109.4k +109,417
18 Sound View Wealth Advisors Group, LLC 1.38% of their portfolio SAVANNAH, GA 885,244885.2k $18.6m $18.6m 1.38% Added +114.7k +114,742
19 NewEdge Advisors, LLC 0.09% of their portfolio NEW ORLEANS, LA 874,010874.0k $18.4m $18.4m 0.09% Reduced -71.7k -71,727
20 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 841,259841.3k $17.7m $17.7m 0.02% Added +183.8k +183,797
21 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 809,165809.2k $17.0m $17.0m 0.02% Added +109.1k +109,147
22 Envision Financial Planning, LLC 7.12% of their portfolio MEMPHIS, TN 723,823723.8k $15.2m $15.2m 7.12% Added +25.9k +25,857
23 MV CAPITAL MANAGEMENT, INC. 1.52% of their portfolio BETHESDA, MD 703,640703.6k $14.8m $14.8m 1.52% Reduced -329 -329
24 Lido Advisors, LLC 0.08% of their portfolio Los Angeles, CA 698,994699.0k $14.7m $14.7m 0.08% Reduced -11.7k -11,691
25 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 694,818694.8k $14.6m $14.6m 0.02% Reduced -11.2k -11,173
26 Arrow Financial Corp 1.54% of their portfolio Glens Falls, NY 693,211693.2k $14.6m $14.6m 1.54% Reduced -6.3k -6,305
27 EP Wealth Advisors, LLC 0.10% of their portfolio TORRANCE, CA 688,345688.3k $14.5m $14.5m 0.10% New
28 MB, LEVIS & ASSOCIATES, LLC 5.90% of their portfolio CENTER VALLEY, PA 638,727638.7k $13.4m $13.4m 5.90% Added +10.0k +10,028
29 Motley Fool Wealth Management, LLC 0.74% of their portfolio ALEXANDRIA, VA 584,669584.7k $12.3m $12.3m 0.74% Reduced -62.0k -61,951
30 PFG Private Wealth Management, LLC 5.58% of their portfolio LUTZ, FL 515,066515.1k $10.8m $10.8m 5.58% Added +12.3k +12,254
31 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.14% of their portfolio ST. LOUIS, MO 487,502487.5k $10.3m $10.3m 0.14% Reduced -3.1k -3,075
32 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 434,488434.5k $9.1m $9.1m 0.00% Added +58.2k +58,237
33 Commonwealth Financial Services, LLC 1.64% of their portfolio VIENNA, WV 405,181405.2k $8.5m $8.5m 1.64% Reduced -8.9k -8,941
34 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 386,395386.4k $8.1m $8.1m 0.02% Added +19.8k +19,817
35 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 373,120373.1k $7.9m $7.9m 0.00% Added +9.5k +9,521
36 Probity Advisors, Inc. 1.37% of their portfolio DALLAS, TX 369,980370.0k $7.8m $7.8m 1.37% Added +76.8k +76,813
37 Snowden Capital Advisors LLC 0.22% of their portfolio New York, NY 354,958355.0k $7.5m $7.5m 0.22% Added +684 +684
38 Guidance Point Advisors, LLC 1.79% of their portfolio Wellesley, MA 332,049332.0k $7.0m $7.0m 1.79% Added +2.5k +2,480
39 HOWLAND CAPITAL MANAGEMENT LLC 0.26% of their portfolio BOSTON, MA 303,344303.3k $6.4m $6.4m 0.26% Added +61.4k +61,444
40 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 286,371286.4k $6.0m $6.0m 0.01% Added +269.6k +269,641
41 Atlantic Union Bankshares Corp 0.14% of their portfolio GLEN ALLEN, VA 281,089281.1k $5.9m $5.9m 0.14% New
42 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 265,480265.5k $5.6m $5.6m 0.03% Added +33.4k +33,396
43 Seascape Capital Management 1.76% of their portfolio PORTSMOUTH, NH 264,599264.6k $5.6m $5.6m 1.76% Added +25.2k +25,210
44 Parallel Advisors, LLC 0.11% of their portfolio SAN FRANCISCO, CA 255,333255.3k $5.4m $5.4m 0.11% Added +18.3k +18,311
45 HANCOCK WHITNEY CORP 0.10% of their portfolio GULFPORT, MS 255,257255.3k $5.4m $5.4m 0.10% New
46 LYELL WEALTH MANAGEMENT, LP 0.42% of their portfolio MENLO PARK, CA 253,000253.0k $5.3m $5.3m 0.42% Added +9.0k +9,025
47 MOSELEY INVESTMENT MANAGEMENT INC 1.78% of their portfolio BRADENTON, FL 245,655245.7k $5.2m $5.2m 1.78% Added +36.2k +36,169
48 Cheviot Value Management, LLC 0.59% of their portfolio BEVERLY HILLS, CA 243,484243.5k $5.1m $5.1m 0.59% Added +11.5k +11,513
49 4Thought Financial Group Inc. 2.61% of their portfolio SYOSSET, NY 233,230233.2k $4.9m $4.9m 2.61% Reduced -16.8k -16,785
50 Krilogy Financial LLC 0.28% of their portfolio ST. LOUIS, MO 229,915229.9k $4.8m $4.8m 0.28% Added +4.4k +4,392
51 Keeler Thomas Management LLC 2.01% of their portfolio Orem, UT 222,116222.1k $4.7m $4.7m 2.01% Reduced -4.1k -4,132
52 BENJAMIN EDWARDS INC 0.06% of their portfolio Clayton, MO 217,558217.6k $4.6m $4.6m 0.06% Added +12.4k +12,409
53 Praetorian Wealth Management, Inc. 1.02% of their portfolio CARMEL, CA 211,570211.6k $4.5m $4.5m 1.02% Added +62.9k +62,875
54 Signature Wealth Management Group 1.74% of their portfolio ATLANTA, GA 209,991210.0k $4.4m $4.4m 1.74% Added +3.6k +3,614
55 Wilkins Miller Wealth Management, LLC 2.99% of their portfolio MOBILE, AL 208,691208.7k $4.4m $4.4m 2.99% Reduced -11.6k -11,602
56 First National Trust Co 0.16% of their portfolio Johnstown, PA 206,178206.2k $4.3m $4.3m 0.16% Added +29.3k +29,318
57 Peloton Wealth Strategists 1.68% of their portfolio INDIANAPOLIS, IN 199,350199.3k $4.2m $4.2m 1.68% Unchanged
58 Glenview Trust Co 0.07% of their portfolio Louisville, KY 199,136199.1k $4.2m $4.2m 0.07% Added +32.0k +32,000
59 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 184,764184.8k $3.9m $3.9m 0.00% Added +139.8k +139,783
60 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 169,110169.1k $3.6m $3.6m 0.00% Reduced -991 -991
61 WRAPMANAGER INC 0.85% of their portfolio MILL VALLEY, CA 166,029166.0k $3.5m $3.5m 0.85% Added +1.9k +1,851
62 Ironwood Financial, llc 0.73% of their portfolio TUCSON, AZ 164,739164.7k $3.4m $3.4m 0.73% Unchanged
63 MCF Advisors LLC 0.21% of their portfolio LEXINGTON, KY 148,706148.7k $3.1m $3.1m 0.21% Added +4.0k +4,049
64 PRECEDENT WEALTH PARTNERS, LLC 0.76% of their portfolio HOUSTON, TX 148,060148.1k $3.1m $3.1m 0.76% Added +15.1k +15,071
65 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 143,708143.7k $3.0m $3.0m 0.00% Added +2.3k +2,315
66 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 143,481143.5k $3.0m $3.0m 0.00% Added +46.3k +46,291
67 Clearstead Advisors, LLC 0.04% of their portfolio CLEVELAND, OH 141,166141.2k $3.0m $3.0m 0.04% Added +8.7k +8,666
68 COWA, LLC 1.08% of their portfolio Tulsa, OK 135,128135.1k $2.8m $2.8m 1.08% Added +46.7k +46,708
69 CWM, LLC 0.01% of their portfolio OMAHA, NE 129,209129.2k $2.7m $2.7m 0.01% Added +4.4k +4,395
70 Marathon Mission, Inc. 1.71% of their portfolio ALBANY, NY 128,160128.2k $2.7m $2.7m 1.71% Added +2.2k +2,189
71 Beacon Pointe Advisors, LLC 0.03% of their portfolio NEWPORT BEACH, CA 127,537127.5k $2.7m $2.7m 0.03% Added +300 +300
72 ADIRONDACK TRUST CO 0.92% of their portfolio SARATOGA SPRINGS, NY 120,993121.0k $2.5m $2.5m 0.92% Added +9.6k +9,579
73 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 109,874109.9k $2.3m $2.3m 0.00% Added +15.4k +15,433
74 Stratos Wealth Partners, LTD. 0.03% of their portfolio BEACHWOOD, OH 109,540109.5k $2.3m $2.3m 0.03% Reduced -7.3k -7,266
75 Archford Capital Strategies, LLC 0.29% of their portfolio SWANSEA, IL 106,932106.9k $2.2m $2.2m 0.29% Reduced -5.1k -5,091
76 Stonebrook Private Inc. 0.52% of their portfolio NORTHVILLE, MI 105,834105.8k $2.2m $2.2m 0.52% Added +2.6k +2,624
77 Quantum Financial Advisors, LLC 0.28% of their portfolio SANTA MONICA, CA 96,77496.8k $2.0m $2.0m 0.28% Added +4.0k +3,998
78 FULTON BREAKEFIELD BROENNIMAN LLC 0.14% of their portfolio Bethesda, MD 95,81595.8k $2.0m $2.0m 0.14% Added +62.3k +62,336
79 STAR Financial Bank 1.20% of their portfolio FORT WAYNE, IN 89,89589.9k $1.9m $1.9m 1.20% Added +11.1k +11,103
80 Segment Wealth Management, LLC 0.12% of their portfolio HOUSTON, TX 86,84586.8k $1.8m $1.8m 0.12% Added +5.7k +5,715
81 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 86,28686.3k $1.8m $1.8m 0.00% Reduced -17.7k -17,665
82 Rossmore Private Capital 0.21% of their portfolio GLASTONBURY, CT 84,09384.1k $1.8m $1.8m 0.21% Added +72.7k +72,726
83 Mariner, LLC 0.00% of their portfolio Overland Park, KS 82,54082.5k $1.7m $1.7m 0.00% Added +1.8k +1,763
84 DRIVE WEALTH MANAGEMENT, LLC 0.38% of their portfolio LEHI, UT 81,80081.8k $1.7m $1.7m 0.38% Reduced -1.4k -1,417
85 LBMC INVESTMENT ADVISORS, LLC 0.12% of their portfolio BRENTWOOD, TN 81,72481.7k $1.7m $1.7m 0.12% New
86 REDW Wealth LLC 0.67% of their portfolio ALBUQUERQUE, NM 80,24280.2k $1.7m $1.7m 0.67% Reduced -29 -29
87 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 78,43278.4k $1.7m $1.7m 0.01% Added +5.4k +5,438
88 COLDSTREAM CAPITAL MANAGEMENT INC 0.03% of their portfolio BELLEVUE, WA 76,60376.6k $1.6m $1.6m 0.03% Added +980 +980
89 Camelot Portfolios, LLC 0.92% of their portfolio Maumee, OH 73,17173.2k $1.5m $1.5m 0.92% Reduced -4.8k -4,765
90 Paradigm, Strategies in Wealth Management, LLC 0.92% of their portfolio Maple Grove, MN 66,72766.7k $1.4m $1.4m 0.92% Reduced -1.5k -1,519
91 Chesley Taft & Associates LLC 0.06% of their portfolio CHICAGO, IL 65,00065.0k $1.4m $1.4m 0.06% Added +11.7k +11,700
92 McGlone Suttner Wealth Management, Inc. 0.20% of their portfolio APPLETON, WI 63,19263.2k $1.3m $1.3m 0.20% Added +1.3k +1,302
93 Beaumont Asset Management, L.L.C. 0.68% of their portfolio BEAUMONT, TX 60,62660.6k $1.3m $1.3m 0.68% Added +3.4k +3,406
94 CGN Advisors LLC 0.11% of their portfolio MANHATTAN, KS 56,83256.8k $1.2m $1.2m 0.11% Reduced -104.8k -104,783
95 LITTLE HOUSE CAPITAL LLC 0.29% of their portfolio BRAINTREE, MA 54,65454.7k $1.1m $1.1m 0.29% Added +152 +152
96 Associated Banc-Corp 0.03% of their portfolio Green Bay, WI 54,42154.4k $1.1m $1.1m 0.03% Added +10.2k +10,172
97 Global Retirement Partners, LLC 0.03% of their portfolio San Rafael, CA 53,02253.0k $1.1m $1.1m 0.03% First filing
98 NovaPoint Capital, LLC 0.34% of their portfolio ATLANTA, GA 52,47052.5k $1.1m $1.1m 0.34% Added +532 +532
99 J.W. COLE ADVISORS, INC. 0.02% of their portfolio TAMPA, FL 49,98950.0k $1.1m $1.1m 0.02% New
100 Cherry Tree Wealth Management, LLC 0.24% of their portfolio MINNETONKA, MN 49,71949.7k $1.0m $1.0m 0.24% Added +3.5k +3,475