Vault-13

ISHARES TR IBTK

IBOND DEC 2030 · ETP · CUSIP 46436E593

132 institutional holders +6 vs Q1 2025
18,937,68318.9m shares reported held*
$376.0mreported value*
13 new 74 added 25 reduced 6 sold out net bought ≈ $57.6m (+2.9m 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 ≈ $19.85.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 19Q4 22: 24Q1 23: 32Q2 23: 32Q3 23: 40Q4 23: 66Q1 24: 79Q2 24: 88Q3 24: 96Q4 24: 115Q1 25: 126Q2 25: 132132Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202219
Q4 202224
Q1 202332
Q2 202332
Q3 202340
Q4 202366
Q1 202479
Q2 202488
Q3 202496
Q4 2024115
Q1 2025126
Q2 2025132

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 29 bought or addedQ3 23: 11 cut or sold outQ4 23: 47 bought or addedQ4 23: 15 cut or sold outQ4 23Q1 24: 58 bought or addedQ1 24: 21 cut or sold outQ2 24: 58 bought or addedQ2 24: 18 cut or sold outQ2 24Q3 24: 64 bought or addedQ3 24: 19 cut or sold outQ4 24: 75 bought or addedQ4 24: 21 cut or sold outQ4 24Q1 25: 92 bought or addedQ1 25: 24 cut or sold outQ2 25: 87 bought or addedQ2 25: 31 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232911
Q4 20234715
Q1 20245821
Q2 20245818
Q3 20246419
Q4 20247521
Q1 20259224
Q2 20258731

Biggest buyers

ROYAL BANK OF CANADA Added +841,124+841.1k
TITLEIST ASSET MANAGEMENT, LLC Added +599,331+599.3k
MERCER GLOBAL ADVISORS INC /ADV Added +574,655+574.7k
ENVESTNET ASSET MANAGEMENT INC Added +525,182+525.2k
D.A. DAVIDSON & CO. Added +443,397+443.4k
BlackRock, Inc. New +214,153+214.2k
BANK OF AMERICA CORP /DE/ Added +187,004+187.0k
Journey Advisory Group, LLC Added +107,487+107.5k
PARK AVENUE SECURITIES LLC New +82,109+82.1k
UNITED CAPITAL FINANCIAL ADVISORS, LLC Added +70,373+70.4k

Biggest sellers

ATWOOD & PALMER INC Reduced -1,029,781-1.0m
RAYMOND JAMES FINANCIAL INC Reduced -95,530-95.5k
GOLDMAN SACHS GROUP INC Sold out -91,994-92.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -88,324-88.3k
Atlantic Private Wealth, LLC Reduced -46,500-46.5k
LPL Financial LLC Reduced -41,236-41.2k
NewEdge Advisors, LLC Reduced -36,127-36.1k
CITADEL ADVISORS LLC Reduced -33,737-33.7k
EIGHT 31 FINANCIAL, LLC Reduced -27,623-27.6k
FLOW TRADERS U.S. LLC Sold out -23,135-23.1k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 2,689,7362.7m $53.4m $53.4m 0.01% Added +65.7k +65,719
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,379,0431.4m $27.4m $27.4m 0.00% Added +187.0k +187,004
3 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,166,3261.2m $23.1m $23.1m 0.00% Added +841.1k +841,124
4 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,152,2131.2m $22.9m $22.9m 0.01% Added +525.2k +525,182
5 TITLEIST ASSET MANAGEMENT, LLC 2.03% of their portfolio SAN ANTONIO, TX 1,029,8291.0m $20.4m $20.4m 2.03% Added +599.3k +599,331
6 D.A. DAVIDSON & CO. 0.10% of their portfolio GREAT FALLS, MT 745,879745.9k $14.8m $14.8m 0.10% Added +443.4k +443,397
7 MERCER GLOBAL ADVISORS INC /ADV 0.03% of their portfolio DENVER, CO 639,493639.5k $12.7m $12.7m 0.03% Added +574.7k +574,655
8 Waycross Investment Management Co 11.22% of their portfolio BELLINGHAM, WA 543,723543.7k $10.8m $10.8m 11.22% Added +976 +976
9 Legacy Private Trust Co. 0.66% of their portfolio NEENAH, WI 514,453514.5k $10.2m $10.2m 0.66% Added +2.5k +2,490
10 Probity Advisors, Inc. 1.52% of their portfolio DALLAS, TX 435,300435.3k $8.6m $8.6m 1.52% Added +19.0k +19,042
11 Snowden Capital Advisors LLC 0.25% of their portfolio New York, NY 427,386427.4k $8.5m $8.5m 0.25% Reduced -1.1k -1,069
12 Trust Co 0.92% of their portfolio MANHATTAN, KS 409,469409.5k $8.1m $8.1m 0.92% Reduced -853 -853
13 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 402,086402.1k $8.0m $8.0m 0.00% Reduced -95.5k -95,530
14 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.11% of their portfolio ST. LOUIS, MO 393,507393.5k $7.8m $7.8m 0.11% Reduced -2.0k -1,957
15 SHELTON WEALTH MANAGEMENT, LLC 3.86% of their portfolio FORT WORTH, TX 385,684385.7k $7.7m $7.7m 3.86% Added +18.0k +17,957
16 Krilogy Financial LLC 0.42% of their portfolio ST. LOUIS, MO 372,535372.5k $7.4m $7.4m 0.42% Reduced -307 -307
17 UBS Group AG 0.00% of their portfolio ZURICH, V8 280,525280.5k $5.6m $5.6m 0.00% Added +532 +532
18 CENTRAL TRUST Co 0.12% of their portfolio JEFFERSON CITY, MO 255,197255.2k $5.1m $5.1m 0.12% Added +20.9k +20,923
19 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 253,494253.5k $5.0m $5.0m 0.01% Added +10.9k +10,940
20 BlackRock, Inc. 0.00% of their portfolio New York, NY 214,153214.2k $4.2m $4.2m 0.00% New
21 Stockman Wealth Management, Inc. 0.56% of their portfolio BILLINGS, MT 208,753208.8k $4.1m $4.1m 0.56% Added +13.4k +13,399
22 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 203,772203.8k $4.0m $4.0m 0.00% Reduced -41.2k -41,236
23 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 185,263185.3k $3.6m $3.6m 0.01% Added +10.4k +10,399
24 Journey Advisory Group, LLC 0.25% of their portfolio COVINGTON, KY 165,083165.1k $3.3m $3.3m 0.25% Added +107.5k +107,487
25 Accretive Wealth Partners, LLC 1.06% of their portfolio PARSIPPANY, NJ 163,473163.5k $3.2m $3.2m 1.06% Added +7.5k +7,500
26 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 145,363145.4k $2.9m $2.9m 0.00% Added +2.6k +2,560
27 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 141,633141.6k $2.8m $2.8m 0.02% Added +70.4k +70,373
28 Parallel Advisors, LLC 0.06% of their portfolio SAN FRANCISCO, CA 139,395139.4k $2.8m $2.8m 0.06% Added +15.0k +14,960
29 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 134,320134.3k $2.7m $2.7m 0.01% Added +725 +725
30 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 133,536133.5k $2.6m $2.6m 0.00% Added +1.3k +1,333
31 IFP Advisors, Inc 0.07% of their portfolio TAMPA, FL 125,270125.3k $2.5m $2.5m 0.07% Reduced -4.0k -4,016
32 HOWLAND CAPITAL MANAGEMENT LLC 0.10% of their portfolio BOSTON, MA 125,243125.2k $2.5m $2.5m 0.10% Added +543 +543
33 THOROUGHBRED FINANCIAL SERVICES, LLC 0.17% of their portfolio BRENTWOOD, TN 121,018121.0k $2.4m $2.4m 0.17% Reduced -11.4k -11,375
34 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 116,555116.6k $2.3m $2.3m 0.00% Added +5.0k +4,973
35 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 114,256114.3k $2.3m $2.3m 0.00% Added +63.1k +63,083
36 STAR Financial Bank 1.35% of their portfolio FORT WAYNE, IN 106,985107.0k $2.1m $2.1m 1.35% Added +10.5k +10,536
37 COUNTRY CLUB BANK 0.13% of their portfolio KANSAS CITY, MO 101,284101.3k $2.0m $2.0m 0.13% Reduced -6.3k -6,344
38 BOSTON FAMILY OFFICE LLC 0.13% of their portfolio BOSTON, MA 99,54699.5k $2.0m $2.0m 0.13% Added +19.6k +19,563
39 ATWOOD & PALMER INC 0.12% of their portfolio KANSAS CITY, MO 99,11099.1k $2.0m $2.0m 0.12% Reduced -1.0m -1,029,781
40 CHATHAM CAPITAL GROUP, INC. 0.29% of their portfolio SAVANNAH, GA 95,39595.4k $1.9m $1.9m 0.29% Added +14.8k +14,760
41 Mechanics Bank Trust Department 0.27% of their portfolio Walnut Creek, CA 94,50094.5k $1.9m $1.9m 0.27% Added +4.8k +4,750
42 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 86,29586.3k $1.7m $1.7m 0.00% Added +57.5k +57,544
43 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 84,41884.4k $1.7m $1.7m 0.01% Reduced -1.4k -1,377
44 Smartleaf Asset Management LLC 0.15% of their portfolio BOSTON, MA 84,41884.4k $1.7m $1.7m 0.15% Reduced -1.4k -1,377
45 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 83,73383.7k $1.7m $1.7m 0.00% Added +8.7k +8,694
46 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.03% of their portfolio MINNEAPOLIS, MN 82,18082.2k $1.6m $1.6m 0.03% Added +43.4k +43,369
47 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 82,10982.1k $1.6m $1.6m 0.01% New
48 EIGHT 31 FINANCIAL, LLC 1.07% of their portfolio MIDLAND, TX 81,48581.5k $1.6m $1.6m 1.07% Reduced -27.6k -27,623
49 FF Advisors,LLC 0.83% of their portfolio MANHATTAN BEACH, CA 81,08781.1k $1.6m $1.6m 0.83% Added +3.2k +3,207
50 Keeler Thomas Management LLC 0.68% of their portfolio Orem, UT 79,89479.9k $1.6m $1.6m 0.68% Added +17.5k +17,535
51 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 74,06774.1k $1.5m $1.5m 0.01% Added +11.2k +11,200
52 EVEXIA WEALTH LLC 0.44% of their portfolio STEVENS POINT, WI 71,41971.4k $1.4m $1.4m 0.44% Added +26.4k +26,420
53 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 62,99663.0k $1.2m $1.2m 0.01% Added +150 +150
54 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 60,95561.0k $1.2m $1.2m 0.00% Added +22.1k +22,105
55 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 58,60858.6k $1.2m $1.2m 0.00% Added +258 +258
56 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 57,29457.3k $1.1m $1.1m 0.01% Added +56.2k +56,241
57 Kestra Investment Management, LLC 0.02% of their portfolio AUSTIN, TX 52,93652.9k $1.0m $1.0m 0.02% Reduced -17.4k -17,446
58 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 51,04951.0k $1.0m $1.0m 0.01% Added +7.0k +6,964
59 Associated Banc-Corp 0.03% of their portfolio Green Bay, WI 50,54650.5k $1.0m $1.0m 0.03% Added +7.0k +6,963
60 PFG Advisors 0.04% of their portfolio Phoenix, AZ 47,52447.5k $942.9k $942.9k 0.04% New
61 U.S. Capital Wealth Advisors, LLC 0.03% of their portfolio AUSTIN, TX 45,45445.5k $901.8k $901.8k 0.03% Added +2.4k +2,381
62 MV CAPITAL MANAGEMENT, INC. 0.09% of their portfolio BETHESDA, MD 43,30043.3k $859.1k $859.1k 0.09% Added +5.1k +5,124
63 LANARK FINANCIAL, INC. 0.07% of their portfolio BIRMINGHAM, AL 41,63241.6k $825.0k $825.0k 0.07% Reduced -1.6k -1,650
64 Old Port Advisors 0.22% of their portfolio PORTLAND, ME 40,95941.0k $812.6k $812.6k 0.22% New
65 Yoder Wealth Management, Inc. 0.42% of their portfolio WALNUT CREEK, CA 40,30240.3k $799.6k $799.6k 0.42% Added +1.2k +1,250
66 SIGNATUREFD, LLC 0.01% of their portfolio ATLANTA, GA 39,61939.6k $786.0k $786.0k 0.01% Added +20.4k +20,387
67 Atlantic Private Wealth, LLC 0.53% of their portfolio CHAPEL HILL, NC 39,59439.6k $785.5k $785.5k 0.53% Reduced -46.5k -46,500
68 Richmond Investment Services, LLC 0.16% of their portfolio Mequon, WI 39,15239.2k $776.8k $776.8k 0.16% Added +19.4k +19,354
69 Strategic Blueprint, LLC 0.04% of their portfolio ATLANTA, GA 38,44338.4k $762.7k $762.7k 0.04% New
70 CARY STREET PARTNERS FINANCIAL LLC 0.02% of their portfolio RICHMOND, VA 36,55136.6k $725.2k $725.2k 0.02% Unchanged
71 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 32,30732.3k $641.0k $641.0k 0.00% Added +3.0k +2,976
72 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 30,72630.7k $609.6k $609.6k 0.00% Reduced -33.7k -33,737
73 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 30,49930.5k $605.1k $605.1k 0.00% Added +5.1k +5,107
74 Compass Ion Advisors, LLC 0.06% of their portfolio CONSHOHOCKEN, PA 26,99727.0k $535.6k $535.6k 0.06% Unchanged
75 Leo Wealth, LLC 0.04% of their portfolio HURST, TX 25,09625.1k $497.9k $497.9k 0.04% Added +433 +433
76 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 24,93424.9k $495.0k $495.0k 0.00% Added +14.4k +14,420
77 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 23,88423.9k $473.9k $473.9k 0.00% Reduced -88 -88
78 AllSquare Wealth Management LLC 0.25% of their portfolio ALBANY, NY 22,26622.3k $441.8k $441.8k 0.25% Added +152 +152
79 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 21,13021.1k $419.3k $419.3k 0.00% Reduced -21.8k -21,782
80 Apella Capital, LLC 0.01% of their portfolio WEST HARTFORD, CT 20,84520.8k $409.2k $409.2k 0.01% Added +23 +23
81 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 19,87819.9k $394.4k $394.4k 0.00% Added +205 +205
82 Jacobi Capital Management LLC 0.03% of their portfolio PITTSTON, PA 19,21919.2k $381.3k $381.3k 0.03% Added +1.1k +1,139
83 Granite Harbor Advisors, Inc. 0.17% of their portfolio Houston, TX 18,72118.7k $371.4k $371.4k 0.17% Unchanged
84 Reliant Wealth Planning 0.14% of their portfolio LOUISVILLE, KY 17,62917.6k $349.8k $349.8k 0.14% Added +5.5k +5,469
85 CWM, LLC 0.00% of their portfolio OMAHA, NE 17,57017.6k $349.0k $349.0k 0.00% Added +3.9k +3,933
86 DecisionMap Wealth Management, LLC 0.23% of their portfolio GREAT FALLS, VA 17,22817.2k $341.8k $341.8k 0.23% Added +3.0k +3,034
87 Exchange Capital Management, Inc. 0.05% of their portfolio Ann Arbor, MI 16,23916.2k $322.2k $322.2k 0.05% Added +359 +359
88 Passive Capital Management, LLC. 0.10% of their portfolio BALTIMORE, MD 15,94115.9k $314.4k $314.4k 0.10% Unchanged
89 Prosperity Planning, Inc. 0.09% of their portfolio NORTH KANSAS CITY, MO 15,51715.5k $307.9k $307.9k 0.09% Added +636 +636
90 Guidance Point Advisors, LLC 0.08% of their portfolio Wellesley, MA 15,39115.4k $305.4k $305.4k 0.08% Added +843 +843
91 COLDSTREAM CAPITAL MANAGEMENT INC 0.00% of their portfolio BELLEVUE, WA 14,73914.7k $292.4k $292.4k 0.00% Unchanged
92 Capital Investment Advisors, LLC 0.01% of their portfolio ATLANTA, GA 14,72014.7k $292.0k $292.0k 0.01% Added +2.9k +2,947
93 JAMES INVESTMENT RESEARCH, INC. 0.03% of their portfolio ALPHA, OH 14,35014.3k $284.7k $284.7k 0.03% Unchanged
94 LIBERTY WEALTH MANAGEMENT LLC 0.04% of their portfolio OAKLAND, CA 14,01714.0k $278.1k $278.1k 0.04% New
95 FULLCIRCLE WEALTH LLC 0.10% of their portfolio MCKINNEY, TX 13,81313.8k $273.7k $273.7k 0.10% Unchanged
96 LEAVELL INVESTMENT MANAGEMENT, INC. 0.01% of their portfolio MOBILE, AL 13,72513.7k $272.3k $272.3k 0.01% New
97 CGN Advisors LLC 0.02% of their portfolio MANHATTAN, KS 13,60213.6k $269.9k $269.9k 0.02% Added +76 +76
98 Jaffetilchin Investment Partners, LLC 0.02% of their portfolio TAMPA, FL 13,36913.4k $265.2k $265.2k 0.02% Added +130 +130
99 United Community Bank 0.09% of their portfolio GREENVILLE, SC 13,06013.1k $259.1k $259.1k 0.09% Unchanged
100 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 12,94012.9k $256.7k $256.7k 0.01% Added +11.0k +10,993