Vault-13

ISHARES TR IBDW

IBONDS DEC 2031 · ETP · CUSIP 46436E486

292 institutional holders +2 vs Q1 2026
93,484,60793.5m shares reported held*
$1.9bnreported value*
26 new 170 added 47 reduced 22 sold out net bought ≈ $137.2m (+6.6m 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 ($532.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $20.84.

Trends to Q2 2026

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: 213Q3 25: 233Q4 25: 260Q1 26: 290Q2 26: 292292Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 2025233
Q4 2025260
Q1 2026290
Q2 2026292

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 25Q3 25: 165 bought or addedQ3 25: 36 cut or sold outQ4 25: 179 bought or addedQ4 25: 50 cut or sold outQ4 25Q1 26: 218 bought or addedQ1 26: 48 cut or sold outQ2 26: 196 bought or addedQ2 26: 69 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202412017
Q4 202413122
Q1 202514232
Q2 202513749
Q3 202516536
Q4 202517950
Q1 202621848
Q2 202619669

Biggest buyers

HighTower Advisors, LLC Added +1,280,302+1.3m
MERCER GLOBAL ADVISORS INC /ADV Added +980,979+981.0k
BlackRock, Inc. Added +814,273+814.3k
Windsor Capital Management, LLC Added +397,386+397.4k
Hills Bank & Trust Co Added +340,379+340.4k
Concurrent Investment Advisors, LLC New +316,874+316.9k
JANE STREET GROUP, LLC Added +307,722+307.7k
BANK OF AMERICA CORP /DE/ Added +301,401+301.4k
Venture Visionary Partners LLC Added +264,645+264.6k
WELLS FARGO & COMPANY/MN Added +250,549+250.5k

Biggest sellers

MB, LEVIS & ASSOCIATES, LLC Reduced -657,345-657.3k
Summit Financial, LLC Reduced -500,254-500.3k
Motley Fool Wealth Management, LLC Sold out -364,416-364.4k
Commonwealth Financial Services, LLC Reduced -342,096-342.1k
Equitable Holdings, Inc. Sold out -207,543-207.5k
MORGAN STANLEY Reduced -186,581-186.6k
GOLDMAN SACHS GROUP INC Sold out -158,223-158.2k
Lido Advisors, LLC Reduced -93,241-93.2k
RAYMOND JAMES FINANCIAL INC Reduced -72,664-72.7k
AMERIPRISE FINANCIAL INC Reduced -71,285-71.3k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Aptus Capital Advisors, LLC 1.15% of their portfolio FAIRHOPE, AL 7,526,0237.5m $156.8m $156.8m 1.15% Added +132.7k +132,719
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 5,468,1885.5m $114.0m $114.0m 0.01% Added +301.4k +301,401
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 4,872,2464.9m $101.5m $101.5m 0.01% Reduced -186.6k -186,581
4 Capital Investment Advisors, LLC 1.11% of their portfolio ATLANTA, GA 4,032,5024.0m $84.0m $84.0m 1.11% Added +191.0k +190,961
5 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 3,493,8633.5m $72.8m $72.8m 0.02% Reduced -72.7k -72,664
6 CAPITAL ADVISORS INC/OK 1.03% of their portfolio TULSA, OK 3,366,2083.4m $70.2m $70.2m 1.03% Added +49.5k +49,458
7 Venture Visionary Partners LLC 1.81% of their portfolio Sylvania, OH 3,118,0723.1m $65.0m $65.0m 1.81% Added +264.6k +264,645
8 HighTower Advisors, LLC 0.06% of their portfolio CHICAGO, IL 3,053,9313.1m $63.6m $63.6m 0.06% Added +1.3m +1,280,302
9 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 2,330,8622.3m $48.6m $48.6m 0.01% Added +250.5k +250,549
10 Sarver Vrooman Wealth Advisors 27.48% of their portfolio KANSAS CITY, MO 2,220,4992.2m $46.1m $46.1m 27.48% Added +26.3k +26,318
11 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 2,056,3152.1m $42.9m $42.9m 0.01% Reduced -2.0k -2,049
12 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,974,9642.0m $41.2m $41.2m 0.01% Added +80.3k +80,334
13 SIGMA INVESTMENT COUNSELORS INC 1.93% of their portfolio NORTHVILLE, MI 1,899,8411.9m $39.6m $39.6m 1.93% Added +83.8k +83,829
14 MERCER GLOBAL ADVISORS INC /ADV 0.05% of their portfolio DENVER, CO 1,890,5081.9m $39.4m $39.4m 0.05% Added +981.0k +980,979
15 Advisors Capital Management, LLC 0.41% of their portfolio RIDGEWOOD, NJ 1,859,2751.9m $38.7m $38.7m 0.41% Added +110.0k +110,013
16 Klingman & Associates, LLC 1.57% of their portfolio New York, NY 1,766,5641.8m $36.8m $36.8m 1.57% Added +66.8k +66,766
17 SUMMITRY LLC 1.14% of their portfolio Foster City, CA 1,659,7141.7m $34.6m $34.6m 1.14% Added +55.1k +55,092
18 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,536,4661.5m $32.0m $32.0m 0.01% Reduced -71.3k -71,285
19 Summit Financial, LLC 0.32% of their portfolio PARSIPPANY, NJ 1,399,9811.4m $29.2m $29.2m 0.32% Reduced -500.3k -500,254
20 Sound View Wealth Advisors Group, LLC 1.71% of their portfolio SAVANNAH, GA 1,323,9351.3m $27.6m $27.6m 1.71% Added +141.1k +141,091
21 NewEdge Advisors, LLC 0.08% of their portfolio NEW ORLEANS, LA 1,210,4001.2m $25.2m $25.2m 0.08% Added +40.1k +40,063
22 WOODMONT INVESTMENT COUNSEL LLC 1.28% of their portfolio NASHVILLE, TN 1,127,8801.1m $23.5m $23.5m 1.28% Added +191.5k +191,545
23 MV CAPITAL MANAGEMENT, INC. 1.70% of their portfolio BETHESDA, MD 919,403919.4k $19.2m $19.2m 1.70% Added +7.3k +7,280
24 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 892,375892.4k $18.6m $18.6m 0.02% Added +1.1k +1,080
25 EP Wealth Advisors, LLC 0.07% of their portfolio TORRANCE, CA 868,068868.1k $18.1m $18.1m 0.07% Added +136.9k +136,939
26 BlackRock, Inc. 0.00% of their portfolio New York, NY 814,335814.3k $17.0m $17.0m 0.00% Added +814.3k +814,273
27 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 802,813802.8k $16.7m $16.7m 0.02% Added +33.1k +33,068
28 Arrow Financial Corp 1.39% of their portfolio Glens Falls, NY 741,952742.0k $15.5m $15.5m 1.39% Added +19.2k +19,194
29 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 724,949724.9k $15.1m $15.1m 0.00% Added +75.2k +75,169
30 HOWLAND CAPITAL MANAGEMENT LLC 0.51% of their portfolio BOSTON, MA 684,857684.9k $14.3m $14.3m 0.51% Added +164.0k +164,031
31 Ironwood Financial, llc 2.13% of their portfolio TUCSON, AZ 660,559660.6k $13.6m $13.6m 2.13% Added +91.1k +91,148
32 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 643,295643.3k $13.4m $13.4m 0.02% Added +11.1k +11,141
33 Envision Financial Planning, LLC 4.35% of their portfolio MEMPHIS, TN 641,798641.8k $13.4m $13.4m 4.35% Added +2.0k +2,031
34 Lido Advisors, LLC 0.04% of their portfolio Los Angeles, CA 603,204603.2k $12.6m $12.6m 0.04% Reduced -93.2k -93,241
35 Mariner, LLC 0.01% of their portfolio Overland Park, KS 583,372583.4k $12.2m $12.2m 0.01% Reduced -66.2k -66,206
36 PFG Private Wealth Management, LLC 5.23% of their portfolio LUTZ, FL 578,995579.0k $12.1m $12.1m 5.23% Reduced -50.5k -50,512
37 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 578,338578.3k $12.1m $12.1m 0.02% Added +99.7k +99,716
38 Probity Advisors, Inc. 1.71% of their portfolio DALLAS, TX 573,243573.2k $11.9m $11.9m 1.71% Added +48.6k +48,639
39 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 532,424532.4k $11.1m $11.1m 0.01% Added +307.7k +307,722
40 First National Trust Co 0.37% of their portfolio Johnstown, PA 520,124520.1k $10.8m $10.8m 0.37% Added +70.0k +69,978
41 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 508,581508.6k $10.6m $10.6m 0.01% Added +85.5k +85,545
42 Parkway Wealth Management Group, LLC 1.17% of their portfolio Plano, TX 486,711486.7k $10.1m $10.1m 1.17% Added +3.8k +3,780
43 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 475,124475.1k $9.9m $9.9m 0.03% Added +60.6k +60,598
44 Atlantic Union Bankshares Corp 0.16% of their portfolio GLEN ALLEN, VA 463,988464.0k $9.7m $9.7m 0.16% Added +36.4k +36,394
45 Cornerstone Planning, LLC 2.21% of their portfolio CHARLOTTE, NC 458,296458.3k $9.6m $9.6m 2.21% Added +11.7k +11,747
46 Windsor Capital Management, LLC 2.35% of their portfolio Phoenix, AZ 433,744433.7k $9.0m $9.0m 2.35% Added +397.4k +397,386
47 COWA, LLC 2.26% of their portfolio Tulsa, OK 433,167433.2k $9.0m $9.0m 2.26% Added +24.5k +24,523
48 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 431,279431.3k $9.0m $9.0m 0.00% Added +24.5k +24,465
49 Guidance Point Advisors, LLC 1.90% of their portfolio Wellesley, MA 431,138431.1k $9.0m $9.0m 1.90% Added +9.0k +8,996
50 Glenview Trust Co 0.12% of their portfolio Louisville, KY 430,124430.1k $9.0m $9.0m 0.12% Added +36.9k +36,897
51 Hills Bank & Trust Co 0.36% of their portfolio North Liberty, IA 405,071405.1k $8.4m $8.4m 0.36% Added +340.4k +340,379
52 SPRENG CAPITAL MANAGEMENT, INC. 2.97% of their portfolio Bucyrus, OH 391,643391.6k $8.2m $8.2m 2.97% Added +10.4k +10,444
53 Snowden Capital Advisors LLC 0.19% of their portfolio New York, NY 386,984387.0k $8.1m $8.1m 0.19% Added +6.3k +6,340
54 LYELL WEALTH MANAGEMENT, LP 0.47% of their portfolio MENLO PARK, CA 369,802369.8k $7.7m $7.7m 0.47% Added +20.2k +20,225
55 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 355,795355.8k $7.4m $7.4m 0.00% Added +7.1k +7,052
56 Peloton Wealth Strategists 2.65% of their portfolio INDIANAPOLIS, IN 343,750343.8k $7.2m $7.2m 2.65% Added +36.4k +36,400
57 Concurrent Investment Advisors, LLC 0.06% of their portfolio Tampa, FL 316,874316.9k $6.6m $6.6m 0.06% New
58 Parallel Advisors, LLC 0.10% of their portfolio SAN FRANCISCO, CA 313,991314.0k $6.5m $6.5m 0.10% Added +21.9k +21,870
59 Praetorian Wealth Management, Inc. 1.10% of their portfolio CARMEL, CA 306,517306.5k $6.4m $6.4m 1.10% Added +10.3k +10,273
60 4Thought Financial Group Inc. 2.95% of their portfolio SYOSSET, NY 301,622301.6k $6.3m $6.3m 2.95% Added +56.9k +56,938
61 Cheviot Value Management, LLC 0.63% of their portfolio BEVERLY HILLS, CA 298,110298.1k $6.2m $6.2m 0.63% Reduced -2.0k -2,020
62 HANCOCK WHITNEY CORP 0.10% of their portfolio GULFPORT, MS 295,165295.2k $6.2m $6.2m 0.10% Added +4.0k +3,992
63 DROMS STRAUSS ADVISORS INC /MO/ /ADV 1.31% of their portfolio ST. LOUIS, MO 277,060277.1k $5.8m $5.8m 1.31% Added +27.9k +27,889
64 Beaumont Asset Management, L.L.C. 2.24% of their portfolio BEAUMONT, TX 276,416276.4k $5.8m $5.8m 2.24% Added +19.6k +19,565
65 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 268,177268.2k $5.6m $5.6m 0.01% Added +5.5k +5,542
66 Krilogy Financial LLC 0.17% of their portfolio ST. LOUIS, MO 267,705267.7k $5.6m $5.6m 0.17% Reduced -1.4k -1,365
67 ADIRONDACK TRUST CO 1.61% of their portfolio SARATOGA SPRINGS, NY 259,253259.3k $5.4m $5.4m 1.61% Added +14.8k +14,809
68 VIRGINIA WEALTH MANAGEMENT GROUP, INC. 2.51% of their portfolio VIRGINIA BEACH, VA 242,115242.1k $5.0m $5.0m 2.51% Added +50.3k +50,300
69 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 235,560235.6k $4.9m $4.9m 0.02% Added +43.5k +43,457
70 CENTRAL TRUST Co 0.09% of their portfolio JEFFERSON CITY, MO 231,504231.5k $4.8m $4.8m 0.09% Added +41.2k +41,164
71 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 223,266223.3k $4.7m $4.7m 0.01% Added +139.1k +139,055
72 Winthrop Partners - WNY, LLC 2.29% of their portfolio Buffalo, NY 222,319222.3k $4.6m $4.6m 2.29% Added +9.5k +9,543
73 Chicago Partners Investment Group LLC 0.09% of their portfolio CHICAGO, IL 210,919210.9k $4.3m $4.3m 0.09% Added +2.5k +2,475
74 Wilkins Miller Wealth Management, LLC 2.37% of their portfolio MOBILE, AL 207,018207.0k $4.3m $4.3m 2.37% Reduced -4.4k -4,423
75 PRECEDENT WEALTH PARTNERS, LLC 0.71% of their portfolio HOUSTON, TX 203,531203.5k $4.2m $4.2m 0.71% Added +33.1k +33,121
76 Apollon Wealth Management, LLC 0.05% of their portfolio MOUNT PLEASANT, SC 201,721201.7k $4.2m $4.2m 0.05% New
77 BENJAMIN EDWARDS INC 0.04% of their portfolio Clayton, MO 193,491193.5k $4.0m $4.0m 0.04% Reduced -26.1k -26,075
78 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 192,734192.7k $4.0m $4.0m 0.00% Added +27.7k +27,729
79 Houlihan Financial Resource Group, Ltd. 1.38% of their portfolio ASHBURN, VA 186,267186.3k $3.9m $3.9m 1.38% Added +19.3k +19,321
80 Clearstead Advisors, LLC 0.04% of their portfolio CLEVELAND, OH 185,948185.9k $3.9m $3.9m 0.04% Reduced -367 -367
81 OneDigital Investment Advisors LLC 0.03% of their portfolio OVERLAND PARK, KS 185,102185.1k $3.9m $3.9m 0.03% Reduced -28.5k -28,454
82 Rossmore Private Capital 0.29% of their portfolio GLASTONBURY, CT 171,546171.5k $3.6m $3.6m 0.29% Added +12.2k +12,170
83 Quantum Financial Advisors, LLC 0.34% of their portfolio SANTA MONICA, CA 167,044167.0k $3.5m $3.5m 0.34% Added +9.2k +9,172
84 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 164,663164.7k $3.4m $3.4m 0.02% Added +11.0k +10,959
85 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 163,040163.0k $3.4m $3.4m 0.00% Unchanged
86 MCF Advisors LLC 0.12% of their portfolio LEXINGTON, KY 155,130155.1k $3.2m $3.2m 0.12% Added +1.7k +1,652
87 MEMBERS WEALTH LLC 1.72% of their portfolio MEDIA, PA 150,935150.9k $3.1m $3.1m 1.72% Added +12.0k +12,017
88 Valmark Advisers, Inc. 0.03% of their portfolio AKRON, OH 140,059140.1k $2.9m $2.9m 0.03% Added +32.8k +32,830
89 Segment Wealth Management, LLC 0.15% of their portfolio HOUSTON, TX 139,435139.4k $2.9m $2.9m 0.15% Added +11.0k +10,980
90 IFP Advisors, Inc 0.05% of their portfolio TAMPA, FL 137,046137.0k $2.9m $2.9m 0.05% Reduced -2.7k -2,727
91 FULTON BREAKEFIELD BROENNIMAN LLC 0.17% of their portfolio Bethesda, MD 134,439134.4k $2.8m $2.8m 0.17% Added +13.0k +13,047
92 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 132,320132.3k $2.7m $2.7m 0.00% Added +37.3k +37,256
93 Stratos Wealth Partners, LTD. 0.03% of their portfolio BEACHWOOD, OH 129,141129.1k $2.7m $2.7m 0.03% Reduced -269 -269
94 Marathon Mission, Inc. 1.31% of their portfolio ALBANY, NY 126,006126.0k $2.6m $2.6m 1.31% Reduced -4.6k -4,560
95 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 125,871125.9k $2.6m $2.6m 0.03% Added +13.7k +13,698
96 KINTRA WEALTH, LLC 0.14% of their portfolio WILLIAMSPORT, PA 125,217125.2k $2.6m $2.6m 0.14% Reduced -1.3k -1,274
97 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 124,636124.6k $2.6m $2.6m 0.00% Added +19.5k +19,547
98 Modern Wealth Management, LLC 0.03% of their portfolio KANSAS CITY, MO 122,246122.2k $2.5m $2.5m 0.03% New
99 Wealthstar Advisors, LLC 1.23% of their portfolio Plano, TX 118,934118.9k $2.5m $2.5m 1.23% Added +179 +179
100 Commonwealth Financial Services, LLC 0.33% of their portfolio VIENNA, WV 118,177118.2k $2.5m $2.5m 0.33% Reduced -342.1k -342,096