Vault-13

ISHARES TR IBHF

IBONDS 2026 TERM · ETP · CUSIP 46436E528

140 institutional holders +4 vs Q1 2025
24,288,01924.3m shares reported held*
$564.4mreported value*
16 new 78 added 27 reduced 13 sold out net bought ≈ $68.7m (+3.0m 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 ≈ $23.24.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 19Q4 22: 27Q1 23: 39Q2 23: 41Q3 23: 52Q4 23: 64Q1 24: 76Q2 24: 86Q3 24: 90Q4 24: 120Q1 25: 136Q2 25: 140140Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202219
Q4 202227
Q1 202339
Q2 202341
Q3 202352
Q4 202364
Q1 202476
Q2 202486
Q3 202490
Q4 2024120
Q1 2025136
Q2 2025140

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 36 bought or addedQ3 23: 10 cut or sold outQ4 23: 47 bought or addedQ4 23: 10 cut or sold outQ4 23Q1 24: 53 bought or addedQ1 24: 18 cut or sold outQ2 24: 62 bought or addedQ2 24: 20 cut or sold outQ2 24Q3 24: 58 bought or addedQ3 24: 23 cut or sold outQ4 24: 85 bought or addedQ4 24: 19 cut or sold outQ4 24Q1 25: 98 bought or addedQ1 25: 34 cut or sold outQ2 25: 94 bought or addedQ2 25: 40 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233610
Q4 20234710
Q1 20245318
Q2 20246220
Q3 20245823
Q4 20248519
Q1 20259834
Q2 20259440

Biggest buyers

Sterling Financial Group, Inc. New +1,210,761+1.2m
ROYAL BANK OF CANADA Added +410,145+410.1k
Arrow Financial Corp Added +389,382+389.4k
OLD MISSION CAPITAL LLC Added +356,344+356.3k
LITTLEJOHN FINANCIAL SERVICES, INC. Added +205,986+206.0k
WELLS FARGO & COMPANY/MN Added +205,971+206.0k
LPL Financial LLC Added +191,647+191.6k
Mid-American Wealth Advisory Group, Inc. Added +160,160+160.2k
High Note Wealth, LLC New +150,167+150.2k
COWA, LLC Added +141,373+141.4k

Biggest sellers

MORGAN STANLEY Reduced -508,803-508.8k
GOLDMAN SACHS GROUP INC Sold out -298,348-298.3k
JANE STREET GROUP, LLC Sold out -245,461-245.5k
GAMMA Investing LLC Reduced -199,903-199.9k
SkyView Investment Advisors, LLC Reduced -63,125-63.1k
CITADEL ADVISORS LLC Sold out -55,477-55.5k
Baltimore-Washington Financial Advisors, Inc. Reduced -44,274-44.3k
MTM FINANCIAL GROUP, LLC Sold out -34,922-34.9k
Ashton Thomas Private Wealth, LLC Sold out -23,055-23.1k
Commonwealth Financial Services, LLC Reduced -21,390-21.4k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 2,146,5822.1m $49.9m $49.9m 0.00% Added +51.4k +51,436
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,525,3351.5m $35.4m $35.4m 0.00% Reduced -508.8k -508,803
3 Sterling Financial Group, Inc. 9.44% of their portfolio PASADENA, CA 1,210,7611.2m $28.1m $28.1m 9.44% New
4 Cambridge Investment Research Advisors, Inc. 0.08% of their portfolio FAIRFIELD, IA 1,167,9571.2m $27.1m $27.1m 0.08% Added +76.3k +76,257
5 Private Advisor Group, LLC 0.14% of their portfolio MORRISTOWN, NJ 1,117,0991.1m $26.0m $26.0m 0.14% Added +96.9k +96,932
6 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,064,6281.1m $24.7m $24.7m 0.01% Added +206.0k +205,971
7 LBMC INVESTMENT ADVISORS, LLC 1.42% of their portfolio BRENTWOOD, TN 854,318854.3k $19.8m $19.8m 1.42% Added +99.0k +99,009
8 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 798,372798.4k $18.5m $18.5m 0.01% Added +6.9k +6,906
9 STRAIGHTLINE GROUP LLC 11.10% of their portfolio TROY, MI 766,062766.1k $17.8m $17.8m 11.10% Added +31.2k +31,232
10 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 733,946733.9k $17.0m $17.0m 0.01% Added +191.6k +191,647
11 Arrow Financial Corp 1.77% of their portfolio Glens Falls, NY 724,261724.3k $16.8m $16.8m 1.77% Added +389.4k +389,382
12 COWA, LLC 6.06% of their portfolio Tulsa, OK 685,592685.6k $15.9m $15.9m 6.06% Added +141.4k +141,373
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 657,194657.2k $15.3m $15.3m 0.00% Added +410.1k +410,145
14 Mid-American Wealth Advisory Group, Inc. 6.61% of their portfolio KANSAS CITY, MO 598,347598.3k $13.9m $13.9m 6.61% Added +160.2k +160,160
15 Ruggaard & Associates LLC 5.36% of their portfolio HUDSON, OH 574,522574.5k $13.3m $13.3m 5.36% Reduced -12.7k -12,709
16 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 568,962569.0k $13.2m $13.2m 0.00% Added +115.6k +115,567
17 LITTLEJOHN FINANCIAL SERVICES, INC. 9.29% of their portfolio ROSEBURG, OR 517,294517.3k $12.0m $12.0m 9.29% Added +206.0k +205,986
18 Baltimore-Washington Financial Advisors, Inc. 0.48% of their portfolio Columbia, MD 445,589445.6k $10.4m $10.4m 0.48% Reduced -44.3k -44,274
19 Keeler Thomas Management LLC 4.16% of their portfolio Orem, UT 415,775415.8k $9.7m $9.7m 4.16% Added +56.0k +56,019
20 OLD MISSION CAPITAL LLC 0.23% of their portfolio CHICAGO, IL 373,758373.8k $8.7m $8.7m 0.23% Added +356.3k +356,344
21 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 349,866349.9k $8.1m $8.1m 0.01% Added +8.7k +8,658
22 Integrated Wealth Concepts LLC 0.07% of their portfolio WALTHAM, MA 316,269316.3k $7.3m $7.3m 0.07% Added +24.1k +24,101
23 SUMMIT INVESTMENT ADVISORS, INC. 5.80% of their portfolio HUNT VALLEY, MD 304,244304.2k $7.0m $7.0m 5.80% Added +12.8k +12,779
24 Mutual Advisors, LLC 0.16% of their portfolio OMAHA, NE 271,980272.0k $6.3m $6.3m 0.16% Added +8.3k +8,305
25 UBS Group AG 0.00% of their portfolio ZURICH, V8 262,625262.6k $6.1m $6.1m 0.00% Added +4.6k +4,608
26 Hurley Capital, LLC 4.07% of their portfolio NEW YORK, NY 249,860249.9k $5.8m $5.8m 4.07% Added +34.1k +34,057
27 EVERGREEN CAPITAL MANAGEMENT LLC 0.16% of their portfolio Bellevue, WA 231,997232.0k $5.4m $5.4m 0.16% Added +25.6k +25,574
28 Tempus Wealth Planning, LLC 1.21% of their portfolio IRVINE, CA 209,534209.5k $4.9m $4.9m 1.21% Added +21.4k +21,442
29 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 209,350209.3k $4.9m $4.9m 0.01% Added +3.0k +2,973
30 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 202,776202.8k $4.7m $4.7m 0.02% Added +1.3k +1,332
31 AVANTAX ADVISORY SERVICES, INC. 0.03% of their portfolio DALLAS, TX 202,734202.7k $4.7m $4.7m 0.03% Added +62.2k +62,207
32 Lido Advisors, LLC 0.02% of their portfolio Los Angeles, CA 177,875177.9k $4.1m $4.1m 0.02% Reduced -13.9k -13,876
33 FF Advisors,LLC 2.14% of their portfolio MANHATTAN BEACH, CA 177,871177.9k $4.1m $4.1m 2.14% Added +6.1k +6,112
34 High Note Wealth, LLC 0.80% of their portfolio DEEPHAVEN, MN 150,167150.2k $3.5m $3.5m 0.80% New
35 SkyView Investment Advisors, LLC 0.50% of their portfolio SHREWSBURY, NJ 149,642149.6k $3.5m $3.5m 0.50% Reduced -63.1k -63,125
36 EP Wealth Advisors, LLC 0.02% of their portfolio TORRANCE, CA 148,248148.2k $3.4m $3.4m 0.02% Reduced -12.3k -12,322
37 KESTRA PRIVATE WEALTH SERVICES, LLC 0.05% of their portfolio AUSTIN, TX 144,299144.3k $3.4m $3.4m 0.05% Added +14.3k +14,265
38 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 143,670143.7k $3.3m $3.3m 0.00% Added +7.9k +7,896
39 Scissortail Wealth Management, LLC 0.79% of their portfolio TULSA, OK 140,803140.8k $3.3m $3.3m 0.79% Reduced -5.0k -5,007
40 Stratos Wealth Partners, LTD. 0.04% of their portfolio BEACHWOOD, OH 138,721138.7k $3.2m $3.2m 0.04% Added +55.6k +55,569
41 World Investment Advisors 0.07% of their portfolio LINCROFT, NJ 138,410138.4k $3.2m $3.2m 0.07% Reduced -8.4k -8,441
42 Atria Wealth Solutions, Inc. 0.07% of their portfolio NEW YORK, NY 136,632136.6k $3.2m $3.2m 0.07% Added +2.2k +2,160
43 PRIVATE CLIENT SERVICES, LLC 1.17% of their portfolio LOUISVILLE, KY 129,040129.0k $3.0m $3.0m 1.17% Reduced -6.7k -6,734
44 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 126,076126.1k $2.9m $2.9m 0.00% Added +25.5k +25,499
45 Commonwealth Financial Services, LLC 0.45% of their portfolio VIENNA, WV 100,262100.3k $2.3m $2.3m 0.45% Reduced -21.4k -21,390
46 Straight Path Wealth Management 0.79% of their portfolio Jenison, MI 99,79399.8k $2.3m $2.3m 0.79% Added +10.8k +10,778
47 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 93,99094.0k $2.2m $2.2m 0.00% Added +2.3k +2,345
48 Carr Financial Group Corp 0.57% of their portfolio WORCESTER, MA 83,32383.3k $1.9m $1.9m 0.57% Added +12.5k +12,504
49 Orion Porfolio Solutions, LLC 0.02% of their portfolio OMAHA, NE 80,03580.0k $1.9m $1.9m 0.02% Added +1.8k +1,780
50 EIGHT 31 FINANCIAL, LLC 1.21% of their portfolio MIDLAND, TX 79,14079.1k $1.8m $1.8m 1.21% Added +485 +485
51 Krilogy Financial LLC 0.10% of their portfolio ST. LOUIS, MO 72,64172.6k $1.7m $1.7m 0.10% Reduced -2.0k -1,984
52 Cottage Street Advisors LLC 0.85% of their portfolio MARION, MA 69,93069.9k $1.6m $1.6m 0.85% Added +6.2k +6,208
53 Sightline Wealth Advisors, LLC 0.78% of their portfolio GROTON, CT 69,53669.5k $1.6m $1.6m 0.78% Added +58 +58
54 PFG Advisors 0.07% of their portfolio Phoenix, AZ 69,23569.2k $1.6m $1.6m 0.07% New
55 Rialto Wealth Management, LLC 0.44% of their portfolio SYRACUSE, NY 67,19867.2k $1.6m $1.6m 0.44% Added +7.4k +7,378
56 Ironwood Financial, llc 0.33% of their portfolio TUCSON, AZ 66,16066.2k $1.5m $1.5m 0.33% Unchanged
57 ABSOLUTE CAPITAL MANAGEMENT, LLC 0.71% of their portfolio Pittsburgh, PA 61,03561.0k $1.4m $1.4m 0.71% Reduced -3.1k -3,099
58 Cornerstone Wealth Management, LLC 0.08% of their portfolio ST. PETERS, MO 60,02060.0k $1.4m $1.4m 0.08% Added +4.2k +4,201
59 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.10% of their portfolio ORLANDO, FL 55,71055.7k $1.3m $1.3m 0.10% Added +7.1k +7,055
60 IFP Advisors, Inc 0.04% of their portfolio TAMPA, FL 54,91154.9k $1.3m $1.3m 0.04% Reduced -14.2k -14,192
61 Landing Point Financial Group, LLC 0.78% of their portfolio AVON, OH 53,07053.1k $1.2m $1.2m 0.78% Added +7.2k +7,162
62 GAMMA Investing LLC 0.07% of their portfolio FOSTER CITY, CA 49,38949.4k $1.1m $1.1m 0.07% Reduced -199.9k -199,903
63 Strategic Blueprint, LLC 0.06% of their portfolio ATLANTA, GA 49,31949.3k $1.1m $1.1m 0.06% Added +40.5k +40,519
64 WRAPMANAGER INC 0.28% of their portfolio MILL VALLEY, CA 49,20449.2k $1.1m $1.1m 0.28% Added +815 +815
65 Werba Rubin Papier Wealth Management 0.20% of their portfolio SAN JOSE, CA 46,63846.6k $1.1m $1.1m 0.20% Unchanged
66 NWAM LLC 0.06% of their portfolio MERCER ISLAND, WA 46,33546.3k $1.1m $1.1m 0.06% Added +9.8k +9,816
67 REBALANCE, LLC 0.07% of their portfolio PALO ALTO, CA 43,54043.5k $1.0m $1.0m 0.07% Added +594 +594
68 THOROUGHBRED FINANCIAL SERVICES, LLC 0.07% of their portfolio BRENTWOOD, TN 41,79841.8k $970.0k $970.0k 0.07% Reduced -13.7k -13,740
69 Timber Creek Capital Management LLC 0.23% of their portfolio BOSTON, MA 38,80238.8k $898.9k $898.9k 0.23% Added +4.3k +4,317
70 Quad-Cities Investment Group, LLC 0.40% of their portfolio DAVENPORT, IA 37,90237.9k $880.5k $880.5k 0.40% Added +13.8k +13,774
71 Steele Capital Management, Inc. 0.04% of their portfolio DUBUQUE, IA 37,80337.8k $878.2k $878.2k 0.04% Unchanged
72 Ascentis Independent Advisors 0.16% of their portfolio DALLAS, TX 37,32537.3k $867.1k $867.1k 0.16% Added +175 +175
73 BlackRock, Inc. 0.00% of their portfolio New York, NY 34,44134.4k $800.1k $800.1k 0.00% Added +114 +114
74 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 34,27434.3k $796.2k $796.2k 0.01% Reduced -7.3k -7,338
75 HEADINVEST, LLC 0.17% of their portfolio Portland, ME 33,42533.4k $776.5k $776.5k 0.17% Reduced -1.0k -1,000
76 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 33,02033.0k $767.1k $767.1k 0.01% Added +519 +519
77 Parallel Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 32,65032.6k $758.5k $758.5k 0.02% Added +7.0k +7,000
78 Bedel Financial Consulting, Inc. 0.10% of their portfolio INDIANAPOLIS, IN 31,57531.6k $733.5k $733.5k 0.10% Added +8.6k +8,620
79 MCF Advisors LLC 0.05% of their portfolio LEXINGTON, KY 29,84529.8k $693.3k $693.3k 0.05% Added +8.8k +8,793
80 Snowden Capital Advisors LLC 0.02% of their portfolio New York, NY 29,37729.4k $682.4k $682.4k 0.02% Unchanged
81 Summit Wealth Partners, LLC 0.13% of their portfolio Orlando, FL 29,26529.3k $679.8k $679.8k 0.13% Reduced -7.4k -7,414
82 Klaas Financial Asset Advisors, LLC 0.10% of their portfolio LOVES PARK, IL 26,57826.6k $617.4k $617.4k 0.10% Reduced -1.6k -1,637
83 Rothschild Wealth LLC 0.15% of their portfolio OAK BROOK, IL 26,05626.1k $605.3k $605.3k 0.15% Added +7 +7
84 Madden Advisory Services, Inc. 0.26% of their portfolio Jacksonville, FL 25,85025.9k $600.5k $600.5k 0.26% Added +2.9k +2,907
85 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.04% of their portfolio FORT WAYNE, IN 25,43625.4k $590.9k $590.9k 0.04% Unchanged
86 Koshinski Asset Management, Inc. 0.04% of their portfolio DECATUR, IL 22,12822.1k $514.0k $514.0k 0.04% New
87 Consolidated Portfolio Review Corp 0.07% of their portfolio WOODBURY, NY 21,64921.6k $502.9k $502.9k 0.07% Added +1.7k +1,675
88 Robertson Stephens Wealth Management, LLC 0.02% of their portfolio San Francisco, CA 21,61021.6k $502.0k $502.0k 0.02% Added +6.2k +6,213
89 BWM Planning, LLC 0.16% of their portfolio THE WOODLANDS, TX 20,56620.6k $477.8k $477.8k 0.16% Added +343 +343
90 Austin Private Wealth, LLC 0.04% of their portfolio Austin, TX 20,37920.4k $473.4k $473.4k 0.04% Added +3.9k +3,899
91 Heartland Bank & Trust Co 0.22% of their portfolio BLOOMINGTON, IL 20,32120.3k $472.1k $472.1k 0.22% Added +6.8k +6,779
92 Marble Harbor Investment Counsel, LLC 0.05% of their portfolio BOSTON, MA 18,60018.6k $432.1k $432.1k 0.05% Reduced -2.0k -2,002
93 Delta Wealth Advisors LLC 0.30% of their portfolio INDIANAPOLIS, IN 15,56015.6k $361.5k $361.5k 0.30% Reduced -83 -83
94 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 15,30915.3k $355.6k $355.6k 0.00% Added +3.6k +3,613
95 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 15,29415.3k $355.3k $355.3k 0.00% Reduced -578 -578
96 Johnson Bixby & Associates, LLC 0.05% of their portfolio VANCOUVER, WA 14,71914.7k $341.9k $341.9k 0.05% Added +297 +297
97 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 14,28514.3k $331.8k $331.8k 0.00% Added +884 +884
98 MONECO ADVISORS, LLC 0.03% of their portfolio FAIRFIELD, CT 14,09914.1k $327.5k $327.5k 0.03% Unchanged
99 HOWLAND CAPITAL MANAGEMENT LLC 0.01% of their portfolio BOSTON, MA 13,74013.7k $319.2k $319.2k 0.01% Unchanged
100 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 13,22313.2k $307.2k $307.2k 0.00% Added +1.4k +1,422