Vault-13

ISHARES TR IBHF

IBONDS 2026 TERM · ETP · CUSIP 46436E528

173 institutional holders -10 vs Q1 2026
23,288,54223.3m shares reported held*
$527.7mreported value*
17 new 76 added 57 reduced 25 sold out net sold ≈ $103.0m (-4.5m 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 ≈ $22.66.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 19Q4 22: 27Q1 23: 39Q2 23: 41Q3 23: 52Q4 23: 64Q1 24: 76Q2 24: 86Q3 24: 90Q4 24: 120Q1 25: 136Q2 25: 140Q3 25: 159Q4 25: 175Q1 26: 183Q2 26: 173173Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 2025159
Q4 2025175
Q1 2026183
Q2 2026173

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q3 25: 112 bought or addedQ3 25: 34 cut or sold outQ4 25: 114 bought or addedQ4 25: 42 cut or sold outQ4 25Q1 26: 101 bought or addedQ1 26: 69 cut or sold outQ2 26: 93 bought or addedQ2 26: 82 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245823
Q4 20248519
Q1 20259834
Q2 20259440
Q3 202511234
Q4 202511442
Q1 202610169
Q2 20269382

Biggest buyers

CITADEL ADVISORS LLC Added +480,654+480.7k
FIDUCIARY FINANCIAL ADVISORS New +203,118+203.1k
Concurrent Investment Advisors, LLC New +200,777+200.8k
LPL Financial LLC Added +182,841+182.8k
Integrated Wealth Concepts LLC Added +149,695+149.7k
FLOW TRADERS U.S. LLC Added +115,927+115.9k
Cambridge Investment Research Advisors, Inc. Added +92,836+92.8k
Collaborative Fund Advisors, LLC New +90,358+90.4k
Parallel Advisors, LLC Added +88,199+88.2k
JANE STREET GROUP, LLC Added +85,680+85.7k

Biggest sellers

Arrow Financial Corp Reduced -1,225,161-1.2m
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -847,126-847.1k
Hurley Capital, LLC Sold out -571,769-571.8k
Private Advisor Group, LLC Reduced -556,123-556.1k
Mid-American Wealth Advisory Group, Inc. Reduced -474,672-474.7k
PRIVATE CLIENT SERVICES, LLC Reduced -315,542-315.5k
MORGAN STANLEY Reduced -315,346-315.3k
LITTLEJOHN FINANCIAL SERVICES, INC. Reduced -270,700-270.7k
Mutual Advisors, LLC Reduced -261,546-261.5k
Marathon Mission, Inc. Sold out -223,377-223.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 2,228,2482.2m $50.5m $50.5m 0.01% Added +182.8k +182,841
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,349,0231.3m $30.6m $30.6m 0.00% Reduced -315.3k -315,346
3 COWA, LLC 6.74% of their portfolio Tulsa, OK 1,186,8401.2m $26.9m $26.9m 6.74% Added +77.5k +77,451
4 LBMC INVESTMENT ADVISORS, LLC 1.43% of their portfolio BRENTWOOD, TN 1,161,7061.2m $26.3m $26.3m 1.43% Added +37.9k +37,876
5 STRAIGHTLINE GROUP LLC 10.01% of their portfolio TROY, MI 936,881936.9k $21.2m $21.2m 10.01% Added +25.1k +25,139
6 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 799,082799.1k $18.1m $18.1m 0.00% Reduced -221.3k -221,251
7 Federation des caisses Desjardins du Quebec 0.05% of their portfolio LEVIS, A8 714,107714.1k $16.2m $16.2m 0.05% Reduced -106.7k -106,681
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 706,652706.7k $16.0m $16.0m 0.00% Reduced -133.9k -133,913
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 658,086658.1k $14.9m $14.9m 0.00% Reduced -6.4k -6,437
10 Ruggaard & Associates LLC 4.27% of their portfolio HUDSON, OH 525,863525.9k $11.9m $11.9m 4.27% Reduced -2.4k -2,401
11 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 508,904508.9k $11.5m $11.5m 0.01% Added +480.7k +480,654
12 Baltimore-Washington Financial Advisors, Inc. 0.40% of their portfolio Columbia, MD 471,122471.1k $10.7m $10.7m 0.40% Reduced -5.3k -5,344
13 Integrated Wealth Concepts LLC 0.05% of their portfolio WALTHAM, MA 468,228468.2k $10.6m $10.6m 0.05% Added +149.7k +149,695
14 Mid-American Wealth Advisory Group, Inc. 3.80% of their portfolio KANSAS CITY, MO 463,778463.8k $10.5m $10.5m 3.80% Reduced -474.7k -474,672
15 Cornerstone Planning, LLC 2.25% of their portfolio CHARLOTTE, NC 429,198429.2k $9.7m $9.7m 2.25% Added +287 +287
16 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 424,308424.3k $9.6m $9.6m 0.01% Added +6.1k +6,070
17 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 394,366394.4k $8.9m $8.9m 0.01% Added +92.8k +92,836
18 Stratos Wealth Partners, LTD. 0.09% of their portfolio BEACHWOOD, OH 389,167389.2k $8.8m $8.8m 0.09% Reduced -278 -278
19 LITTLEJOHN FINANCIAL SERVICES, INC. 5.39% of their portfolio ROSEBURG, OR 327,252327.3k $7.4m $7.4m 5.39% Reduced -270.7k -270,700
20 Delta Wealth Advisors LLC 4.88% of their portfolio INDIANAPOLIS, IN 301,742301.7k $6.8m $6.8m 4.88% Added +18.3k +18,278
21 BIP Wealth, LLC 0.17% of their portfolio ATLANTA, GA 268,420268.4k $6.1m $6.1m 0.17% Reduced -130.4k -130,444
22 EVERGREEN CAPITAL MANAGEMENT LLC 0.10% of their portfolio Bellevue, WA 259,315259.3k $5.9m $5.9m 0.10% Reduced -48 -48
23 TABR Capital Management, LLC 4.82% of their portfolio ORANGE, CA 249,858249.9k $5.7m $5.7m 4.82% Added +5.9k +5,897
24 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 248,808248.8k $5.6m $5.6m 0.02% Added +10.6k +10,646
25 EVEXIA WEALTH LLC 1.48% of their portfolio STEVENS POINT, WI 243,261243.3k $5.5m $5.5m 1.48% Added +79.7k +79,696
26 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 220,129220.1k $5.0m $5.0m 0.00% Reduced -847.1k -847,126
27 Csenge Advisory Group 0.19% of their portfolio CLEARWATER, FL 209,398209.4k $4.7m $4.7m 0.19% Added +17.1k +17,085
28 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 206,325206.3k $4.7m $4.7m 0.00% Added +85.7k +85,680
29 Parallel Advisors, LLC 0.07% of their portfolio SAN FRANCISCO, CA 205,340205.3k $4.7m $4.7m 0.07% Added +88.2k +88,199
30 KESTRA PRIVATE WEALTH SERVICES, LLC 0.05% of their portfolio AUSTIN, TX 204,781204.8k $4.6m $4.6m 0.05% Reduced -80.1k -80,097
31 FIDUCIARY FINANCIAL ADVISORS 0.47% of their portfolio GRAND RAPIDS, MI 203,118203.1k $4.6m $4.6m 0.47% New
32 Concurrent Investment Advisors, LLC 0.04% of their portfolio Tampa, FL 200,777200.8k $4.5m $4.5m 0.04% New
33 High Note Wealth, LLC 0.75% of their portfolio DEEPHAVEN, MN 193,824193.8k $4.4m $4.4m 0.75% Added +7.4k +7,393
34 Scissortail Wealth Management, LLC 0.80% of their portfolio TULSA, OK 182,741182.7k $4.1m $4.1m 0.80% Added +9.9k +9,934
35 UBS Group AG 0.00% of their portfolio ZURICH, V8 179,441179.4k $4.1m $4.1m 0.00% Reduced -17.4k -17,382
36 EP Wealth Advisors, LLC 0.02% of their portfolio TORRANCE, CA 178,831178.8k $4.1m $4.1m 0.02% Reduced -5.8k -5,827
37 Krilogy Financial LLC 0.11% of their portfolio ST. LOUIS, MO 164,498164.5k $3.7m $3.7m 0.11% Added +9.1k +9,123
38 Sequoia Financial Advisors, LLC 0.02% of their portfolio Akron, OH 159,854159.9k $3.6m $3.6m 0.02% Reduced -178.1k -178,118
39 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 151,962152.0k $3.4m $3.4m 0.00% Reduced -39.1k -39,102
40 Foundations Investment Advisors, LLC 0.03% of their portfolio PHOENIX, AZ 133,328133.3k $3.0m $3.0m 0.03% Added +31.1k +31,102
41 Walser Wealth Management Company, A Ltd Liability Co 1.25% of their portfolio TAMPA, FL 132,422132.4k $3.0m $3.0m 1.25% Added +31.1k +31,098
42 FLOW TRADERS U.S. LLC 0.12% of their portfolio NEW YORK, NY 131,641131.6k $3.0m $3.0m 0.12% Added +115.9k +115,927
43 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 129,436129.4k $2.9m $2.9m 0.01% Reduced -556.1k -556,123
44 Straight Path Wealth Management 0.66% of their portfolio Jenison, MI 124,858124.9k $2.8m $2.8m 0.66% Added +6.7k +6,677
45 Arrow Financial Corp 0.25% of their portfolio Glens Falls, NY 124,293124.3k $2.8m $2.8m 0.25% Reduced -1.2m -1,225,161
46 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 111,989112.0k $2.5m $2.5m 0.00% Added +22.5k +22,526
47 World Investment Advisors 0.04% of their portfolio LINCROFT, NJ 107,450107.5k $2.5m $2.5m 0.04% Reduced -1.1k -1,145
48 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 106,778106.8k $2.4m $2.4m 0.00% Reduced -4.3k -4,311
49 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 103,708103.7k $2.3m $2.3m 0.01% Reduced -46.5k -46,489
50 EIGHT 31 FINANCIAL, LLC 1.39% of their portfolio MIDLAND, TX 103,272103.3k $2.3m $2.3m 1.39% Added +2.8k +2,795
51 PRIVATE CLIENT SERVICES, LLC 0.61% of their portfolio LOUISVILLE, KY 102,734102.7k $2.3m $2.3m 0.61% Reduced -315.5k -315,542
52 Cornerstone Wealth Management, LLC 0.09% of their portfolio ST. PETERS, MO 95,16595.2k $2.2m $2.2m 0.09% Added +1.7k +1,660
53 Commonwealth Financial Services, LLC 0.28% of their portfolio VIENNA, WV 91,64991.6k $2.1m $2.1m 0.28% Reduced -4.6k -4,625
54 Collaborative Fund Advisors, LLC 1.19% of their portfolio RENO, NV 90,35890.4k $2.0m $2.0m 1.19% New
55 Sowell Financial Services LLC 0.06% of their portfolio NORTH LITTLE ROCK, AR 86,11186.1k $2.0m $2.0m 0.06% Added +9.6k +9,567
56 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.14% of their portfolio FORT WAYNE, IN 85,43685.4k $1.9m $1.9m 0.14% Unchanged
57 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 84,81784.8k $1.9m $1.9m 0.01% Reduced -3.6k -3,614
58 Brucke Financial, Inc. 0.84% of their portfolio INDIANAPOLIS, IN 83,62183.6k $1.9m $1.9m 0.84% Reduced -826 -826
59 Centennial Advisors, LLC 2.24% of their portfolio AUSTIN, TX 82,91082.9k $1.9m $1.9m 2.24% Added +8.5k +8,506
60 Endowment Wealth Management, Inc. 0.72% of their portfolio APPLETON, WI 82,69082.7k $1.9m $1.9m 0.72% Added +2.2k +2,152
61 10Elms LLP 0.78% of their portfolio TULSA, OK 81,66481.7k $1.8m $1.8m 0.78% Added +50.7k +50,718
62 Bedel Financial Consulting, Inc. 0.17% of their portfolio INDIANAPOLIS, IN 77,35677.4k $1.8m $1.8m 0.17% Added +122 +122
63 Ironwood Financial, llc 0.27% of their portfolio TUCSON, AZ 77,24777.2k $1.7m $1.7m 0.27% Reduced -53.7k -53,715
64 Keeler Thomas Management LLC 0.60% of their portfolio Orem, UT 74,11574.1k $1.7m $1.7m 0.60% Reduced -57.3k -57,349
65 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 70,67770.7k $1.6m $1.6m 0.03% Reduced -6.5k -6,453
66 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 69,07569.1k $1.6m $1.6m 0.04% Added +14.6k +14,573
67 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 69,04569.0k $1.6m $1.6m 0.03% Reduced -261.5k -261,546
68 Landing Point Financial Group, LLC 0.53% of their portfolio AVON, OH 68,56768.6k $1.6m $1.6m 0.53% Reduced -5.1k -5,100
69 Tempus Wealth Planning, LLC 0.29% of their portfolio IRVINE, CA 64,68964.7k $1.5m $1.5m 0.29% Reduced -161.6k -161,587
70 Cottage Street Advisors LLC 0.55% of their portfolio MARION, MA 62,87462.9k $1.4m $1.4m 0.55% Reduced -5.5k -5,537
71 Migdal Insurance & Financial Holdings Ltd. 0.01% of their portfolio Petach Tikva, L3 53,01653.0k $1.2m $1.2m 0.01% Reduced -17.8k -17,824
72 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 52,90852.9k $1.2m $1.2m 0.00% Added +201 +201
73 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio ORLANDO, FL 51,81351.8k $1.2m $1.2m 0.07% Reduced -2.0k -2,014
74 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 51,59451.6k $1.2m $1.2m 0.01% Added +31.3k +31,301
75 Belpointe Asset Management LLC 0.04% of their portfolio RENO, NV 48,79048.8k $1.1m $1.1m 0.04% Added +12.3k +12,317
76 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 47,32747.3k $1.1m $1.1m 0.00% Added +12.9k +12,872
77 TFR Capital, LLC. 0.30% of their portfolio PLANO, TX 47,30347.3k $1.1m $1.1m 0.30% Added +1.9k +1,887
78 Werba Rubin Papier Wealth Management 0.13% of their portfolio SAN JOSE, CA 46,86046.9k $1.1m $1.1m 0.13% Added +222 +222
79 FOCUSED ALPHA, LLC 0.26% of their portfolio DENVER, CO 44,94544.9k $1.0m $1.0m 0.26% Added +5.5k +5,507
80 Timber Creek Capital Management LLC 0.20% of their portfolio BOSTON, MA 44,25044.2k $1.0m $1.0m 0.20% Added +3.3k +3,267
81 Aspen Wealth Management LLC 0.16% of their portfolio FORT WORTH, TX 42,24142.2k $956.8k $956.8k 0.16% Added +16.4k +16,389
82 Madden Advisory Services, Inc. 0.34% of their portfolio Jacksonville, FL 42,17442.2k $955.2k $955.2k 0.34% Added +971 +971
83 FF Advisors,LLC 0.34% of their portfolio MANHATTAN BEACH, CA 39,50239.5k $894.7k $894.7k 0.34% Reduced -97.5k -97,521
84 BEACON FINANCIAL PLANNING, INC 0.30% of their portfolio HYANNIS, MA 38,83438.8k $879.6k $879.6k 0.30% Added +562 +562
85 NWAM LLC 0.04% of their portfolio MERCER ISLAND, WA 38,63838.6k $875.2k $875.2k 0.04% Reduced -4.2k -4,176
86 Golden Reserve Retirement LLC 0.14% of their portfolio DUBLIN, OH 38,47738.5k $871.5k $871.5k 0.14% Added +10.0k +10,005
87 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 37,71137.7k $854.1k $854.1k 0.00% Reduced -14.4k -14,353
88 Heartland Bank & Trust Co 0.17% of their portfolio BLOOMINGTON, IL 36,98337.0k $837.7k $837.7k 0.17% Added +2.3k +2,324
89 REBALANCE, LLC 0.04% of their portfolio PALO ALTO, CA 35,79035.8k $810.6k $810.6k 0.04% Added +612 +612
90 Windsor Advisory Group, LLC 0.55% of their portfolio COLUMBUS, OH 33,66933.7k $762.6k $762.6k 0.55% New
91 WRAPMANAGER INC 0.23% of their portfolio MILL VALLEY, CA 32,22832.2k $730.0k $730.0k 0.23% Reduced -3.6k -3,614
92 Carr Financial Group Corp 0.17% of their portfolio WORCESTER, MA 31,85131.9k $721.4k $721.4k 0.17% Reduced -6.1k -6,092
93 Koshinski Asset Management, Inc. 0.04% of their portfolio DECATUR, IL 30,44330.4k $689.5k $689.5k 0.04% Added +220 +220
94 HM PAYSON & CO 0.01% of their portfolio PORTLAND, ME 30,20230.2k $684.1k $684.1k 0.01% Unchanged
95 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 30,14130.1k $682.9k $682.9k 0.01% Added +1.2k +1,214
96 Klaas Financial Asset Advisors, LLC 0.08% of their portfolio LOVES PARK, IL 29,93729.9k $678.1k $678.1k 0.08% Added +901 +901
97 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 29,68029.7k $672.3k $672.3k 0.00% Added +2.0k +2,040
98 HUB Investment Partners, LLC 0.01% of their portfolio AUSTIN, TX 29,62829.6k $671.1k $671.1k 0.01% New
99 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 29,45029.4k $667.0k $667.0k 0.00% Added +8.8k +8,809
100 Magnus Financial Group LLC 0.04% of their portfolio NEW YORK, NY 25,51525.5k $577.9k $577.9k 0.04% Added +1.9k +1,871