Vault-13

ISHARES TR IBTK

IBOND DEC 2030 · ETP · CUSIP 46436E593

174 institutional holders +0 vs Q1 2026
37,295,66237.3m shares reported held*
$729.5mreported value*
20 new 97 added 28 reduced 14 sold out net bought ≈ $54.6m (+2.8m 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 ($214.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $19.56.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 19Q4 22: 24Q1 23: 32Q2 23: 32Q3 23: 40Q4 23: 66Q1 24: 79Q2 24: 88Q3 24: 96Q4 24: 115Q1 25: 126Q2 25: 132Q3 25: 147Q4 25: 161Q1 26: 174Q2 26: 174174Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 2025147
Q4 2025161
Q1 2026174
Q2 2026174

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q3 25: 102 bought or addedQ3 25: 23 cut or sold outQ4 25: 115 bought or addedQ4 25: 36 cut or sold outQ4 25Q1 26: 117 bought or addedQ1 26: 38 cut or sold outQ2 26: 117 bought or addedQ2 26: 42 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20246419
Q4 20247521
Q1 20259224
Q2 20258731
Q3 202510223
Q4 202511536
Q1 202611738
Q2 202611742

Biggest buyers

BlackRock, Inc. Added +588,616+588.6k
HM PAYSON & CO Added +500,974+501.0k
Arax Advisory Partners New +459,994+460.0k
MML INVESTORS SERVICES, LLC Added +350,752+350.8k
MERCER GLOBAL ADVISORS INC /ADV Added +209,772+209.8k
BANK OF AMERICA CORP /DE/ Added +196,772+196.8k
TITLEIST ASSET MANAGEMENT, LLC Added +143,744+143.7k
ENVESTNET ASSET MANAGEMENT INC Added +120,164+120.2k
UNITED CAPITAL FINANCIAL ADVISORS, LLC Added +105,444+105.4k
Integrated Wealth Concepts LLC Added +89,812+89.8k

Biggest sellers

WELLS FARGO & COMPANY/MN Reduced -582,930-582.9k
RAYMOND JAMES FINANCIAL INC Reduced -385,444-385.4k
MORGAN STANLEY Reduced -115,172-115.2k
FF Advisors,LLC Sold out -53,279-53.3k
CITADEL ADVISORS LLC Reduced -48,795-48.8k
Richmond Investment Services, LLC Sold out -31,847-31.8k
CONFLUENCE INVESTMENT MANAGEMENT LLC Reduced -30,736-30.7k
UBS Group AG Reduced -27,193-27.2k
Granite Harbor Advisors, Inc. Reduced -16,505-16.5k
Focus Partners Wealth Reduced -12,378-12.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 3,148,8003.1m $61.5m $61.5m 0.01% Reduced -582.9k -582,930
2 MERCER GLOBAL ADVISORS INC /ADV 0.07% of their portfolio DENVER, CO 2,861,9092.9m $55.9m $55.9m 0.07% Added +209.8k +209,772
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 2,030,4262.0m $39.7m $39.7m 0.00% Added +196.8k +196,772
4 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,383,1891.4m $27.0m $27.0m 0.01% Added +120.2k +120,164
5 TITLEIST ASSET MANAGEMENT, LLC 1.81% of their portfolio SAN ANTONIO, TX 1,373,8041.4m $26.8m $26.8m 1.81% Added +143.7k +143,744
6 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,352,1301.4m $26.4m $26.4m 0.00% Added +588.6k +588,616
7 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.14% of their portfolio IRVING, TX 1,341,7501.3m $26.2m $26.2m 0.14% Added +105.4k +105,444
8 HM PAYSON & CO 0.31% of their portfolio PORTLAND, ME 1,203,7281.2m $23.5m $23.5m 0.31% Added +501.0k +500,974
9 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 1,058,5741.1m $20.7m $20.7m 0.04% Added +350.8k +350,752
10 D.A. DAVIDSON & CO. 0.11% of their portfolio GREAT FALLS, MT 1,010,0331.0m $19.7m $19.7m 0.11% Added +87.3k +87,330
11 Journey Advisory Group, LLC 1.35% of their portfolio COVINGTON, KY 902,785902.8k $17.6m $17.6m 1.35% Added +51.4k +51,372
12 MKT Advisors LLC 4.30% of their portfolio CARLSBAD, CA 712,012712.0k $13.8m $13.8m 4.30% Added +39.7k +39,671
13 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 709,148709.1k $13.9m $13.9m 0.00% Added +21.7k +21,722
14 Wealth Management Strategies, Inc. 5.24% of their portfolio PITTSBURGH, PA 686,872686.9k $13.4m $13.4m 5.24% Added +21.0k +20,987
15 Denver PWM, LLC 4.35% of their portfolio DENVER, CO 684,939684.9k $13.3m $13.3m 4.35% Reduced -9.6k -9,579
16 UBS Group AG 0.00% of their portfolio ZURICH, V8 665,373665.4k $13.0m $13.0m 0.00% Reduced -27.2k -27,193
17 Probity Advisors, Inc. 1.68% of their portfolio DALLAS, TX 601,267601.3k $11.7m $11.7m 1.68% Added +52.5k +52,503
18 Legacy Private Trust Co. 0.63% of their portfolio NEENAH, WI 577,483577.5k $11.3m $11.3m 0.63% Added +32.0k +31,954
19 SHELTON WEALTH MANAGEMENT, LLC 4.29% of their portfolio FORT WORTH, TX 554,476554.5k $10.8m $10.8m 4.29% Added +39.4k +39,375
20 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 540,886540.9k $10.6m $10.6m 0.03% Added +40.8k +40,753
21 BAILARD, INC. 0.21% of their portfolio Foster City, CA 536,041536.0k $10.5m $10.5m 0.21% Reduced -3.4k -3,360
22 Waycross Investment Management Co 7.90% of their portfolio BELLINGHAM, WA 531,033531.0k $10.4m $10.4m 7.90% Added +9.9k +9,933
23 EIGHT 31 FINANCIAL, LLC 6.02% of their portfolio MIDLAND, TX 517,756517.8k $10.1m $10.1m 6.02% Added +14.7k +14,684
24 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 496,614496.6k $9.7m $9.7m 0.00% Reduced -4.0k -4,004
25 Krilogy Financial LLC 0.29% of their portfolio ST. LOUIS, MO 495,545495.5k $9.7m $9.7m 0.29% Added +33.5k +33,467
26 Heartwood Wealth Advisors LLC 0.75% of their portfolio RICHMOND, VA 493,754493.8k $9.6m $9.6m 0.75% Added +8.0k +8,024
27 Trust Co 0.86% of their portfolio MANHATTAN, KS 490,577490.6k $9.6m $9.6m 0.86% Added +4.7k +4,745
28 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 483,015483.0k $9.4m $9.4m 0.00% Reduced -115.2k -115,172
29 Arax Advisory Partners 0.06% of their portfolio NEW YORK, NY 459,994460.0k $9.0m $9.0m 0.06% New
30 Snowden Capital Advisors LLC 0.21% of their portfolio New York, NY 454,129454.1k $8.9m $8.9m 0.21% Added +4.9k +4,949
31 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 426,449426.4k $8.3m $8.3m 0.00% Reduced -385.4k -385,444
32 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 396,135396.1k $7.7m $7.7m 0.00% Added +4.0k +4,040
33 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 356,942356.9k $7.0m $7.0m 0.01% Added +38.3k +38,305
34 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.10% of their portfolio ST. LOUIS, MO 322,898322.9k $6.3m $6.3m 0.10% Reduced -30.7k -30,736
35 REBALANCE, LLC 0.30% of their portfolio PALO ALTO, CA 297,499297.5k $5.8m $5.8m 0.30% Added +34.1k +34,078
36 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 284,901284.9k $5.6m $5.6m 0.01% Added +29.4k +29,434
37 Stockman Wealth Management, Inc. 0.56% of their portfolio BILLINGS, MT 276,786276.8k $5.4m $5.4m 0.56% Added +10.8k +10,801
38 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 272,855272.9k $5.3m $5.3m 0.01% Added +21.6k +21,630
39 CENTRAL TRUST Co 0.09% of their portfolio JEFFERSON CITY, MO 265,398265.4k $5.2m $5.2m 0.09% Added +9.7k +9,740
40 Asset Dedication, LLC 0.31% of their portfolio SAN FRANCISCO, CA 253,041253.0k $4.9m $4.9m 0.31% Added +23.4k +23,421
41 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.06% of their portfolio MINNEAPOLIS, MN 234,846234.8k $4.6m $4.6m 0.06% Added +16.4k +16,450
42 THOROUGHBRED FINANCIAL SERVICES, LLC 0.22% of their portfolio BRENTWOOD, TN 230,021230.0k $4.5m $4.5m 0.22% Added +25.3k +25,302
43 Accretive Wealth Partners, LLC 1.01% of their portfolio PARSIPPANY, NJ 211,769211.8k $4.1m $4.1m 1.01% Added +40.7k +40,741
44 CHATHAM CAPITAL GROUP, INC. 0.50% of their portfolio SAVANNAH, GA 198,375198.4k $3.9m $3.9m 0.50% Added +12.4k +12,380
45 HOWLAND CAPITAL MANAGEMENT LLC 0.14% of their portfolio BOSTON, MA 197,806197.8k $3.9m $3.9m 0.14% Added +22.2k +22,190
46 Parallel Advisors, LLC 0.06% of their portfolio SAN FRANCISCO, CA 196,725196.7k $3.8m $3.8m 0.06% Added +14.8k +14,760
47 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 196,484196.5k $3.8m $3.8m 0.01% Added +8.0k +8,041
48 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 190,234190.2k $3.7m $3.7m 0.02% Added +89.8k +89,812
49 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 169,590169.6k $3.3m $3.3m 0.00% Added +31.7k +31,721
50 BOSTON FAMILY OFFICE LLC 0.20% of their portfolio BOSTON, MA 164,416164.4k $3.2m $3.2m 0.20% Added +21.9k +21,949
51 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 159,424159.4k $3.1m $3.1m 0.00% Added +3.5k +3,453
52 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 157,609157.6k $3.1m $3.1m 0.01% Added +30.5k +30,525
53 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 125,385125.4k $2.5m $2.5m 0.02% Added +3.9k +3,922
54 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 122,597122.6k $2.4m $2.4m 0.01% Added +3.1k +3,111
55 Hughes Financial Services, LLC 0.28% of their portfolio HERNDON, VA 110,044110.0k $2.2m $2.2m 0.28% Reduced -18 -18
56 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 109,107109.1k $2.1m $2.1m 0.00% Added +13.0k +13,022
57 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 105,280105.3k $2.1m $2.1m 0.00% Added +50.9k +50,903
58 SIGNATUREFD, LLC 0.03% of their portfolio ATLANTA, GA 103,347103.3k $2.0m $2.0m 0.03% Added +20.5k +20,468
59 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 96,56696.6k $1.9m $1.9m 0.00% Reduced -4.2k -4,214
60 Mechanics Bank Trust Department 0.22% of their portfolio Walnut Creek, CA 90,50090.5k $1.8m $1.8m 0.22% Reduced -2.5k -2,500
61 Valmark Advisers, Inc. 0.02% of their portfolio AKRON, OH 88,89288.9k $1.7m $1.7m 0.02% Added +28.9k +28,891
62 ATWOOD & PALMER INC 0.09% of their portfolio KANSAS CITY, MO 87,41087.4k $1.7m $1.7m 0.09% Reduced -2.9k -2,885
63 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 86,09786.1k $1.7m $1.7m 0.00% Reduced -48.8k -48,795
64 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 85,88185.9k $1.7m $1.7m 0.01% Added +400 +400
65 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 79,79779.8k $1.6m $1.6m 0.03% Added +4.0k +3,987
66 Belpointe Asset Management LLC 0.05% of their portfolio RENO, NV 78,85878.9k $1.5m $1.5m 0.05% Reduced -1.2k -1,224
67 LEAVELL INVESTMENT MANAGEMENT, INC. 0.05% of their portfolio MOBILE, AL 69,84169.8k $1.4m $1.4m 0.05% Added +18.4k +18,447
68 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 68,45268.5k $1.3m $1.3m 0.01% Added +6.1k +6,131
69 Associated Banc-Corp 0.03% of their portfolio Green Bay, WI 62,57162.6k $1.2m $1.2m 0.03% Added +3.2k +3,173
70 FIRST NATIONAL BANK OF OMAHA 0.03% of their portfolio OMAHA, NE 60,63360.6k $1.2m $1.2m 0.03% Reduced -3.7k -3,678
71 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 60,00460.0k $1.2m $1.2m 0.00% Added +21.7k +21,720
72 Apella Capital, LLC 0.02% of their portfolio WEST HARTFORD, CT 59,71559.7k $1.2m $1.2m 0.02% Added +16.3k +16,301
73 Old Port Advisors 0.22% of their portfolio PORTLAND, ME 57,70557.7k $1.1m $1.1m 0.22% Reduced -4.1k -4,128
74 SCS Capital Management LLC 0.01% of their portfolio BOSTON, MA 57,51757.5k $1.1m $1.1m 0.01% Unchanged
75 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 55,70055.7k $1.1m $1.1m 0.00% Added +35.0k +34,950
76 Yoder Wealth Management, Inc. 0.37% of their portfolio WALNUT CREEK, CA 49,00249.0k $957.5k $957.5k 0.37% Added +250 +250
77 MV CAPITAL MANAGEMENT, INC. 0.07% of their portfolio BETHESDA, MD 43,30043.3k $846.1k $846.1k 0.07% Unchanged
78 JIM SAULNIER & ASSOCIATES, LLC 0.33% of their portfolio FORT COLLINS, CO 42,53142.5k $831.1k $831.1k 0.33% Added +3.3k +3,328
79 Reliant Wealth Planning 0.23% of their portfolio LOUISVILLE, KY 41,99842.0k $820.6k $820.6k 0.23% Unchanged
80 DUNCKER STREETT & CO INC 0.14% of their portfolio St. Louis, MO 41,78941.8k $816.6k $816.6k 0.14% Added +393 +393
81 Montecito Bank & Trust 0.12% of their portfolio SANTA BARBARA, CA 41,17941.2k $804.6k $804.6k 0.12% Added +6.1k +6,070
82 Foundry Financial Group, Inc. 0.34% of their portfolio LACONIA, NH 40,11740.1k $783.9k $783.9k 0.34% Added +2.8k +2,806
83 Community Financial Services Group, LLC 0.10% of their portfolio NEWPORT, VT 36,74736.7k $714.9k $714.9k 0.10% New
84 TABLEAUX LLC 0.29% of their portfolio STOCKBRIDGE, MA 35,23735.2k $688.5k $688.5k 0.29% Reduced -688 -688
85 CARY STREET PARTNERS FINANCIAL LLC 0.01% of their portfolio RICHMOND, VA 34,88134.9k $681.6k $681.6k 0.01% Reduced -1.4k -1,408
86 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 34,50934.5k $674.3k $674.3k 0.00% Reduced -778 -778
87 BIP Wealth, LLC 0.02% of their portfolio ATLANTA, GA 33,58033.6k $656.2k $656.2k 0.02% Reduced -2.8k -2,783
88 Keeler Thomas Management LLC 0.23% of their portfolio Orem, UT 32,66332.7k $638.2k $638.2k 0.23% Reduced -8.9k -8,851
89 Atlantic Private Wealth, LLC 0.37% of their portfolio CHAPEL HILL, NC 30,82730.8k $602.4k $602.4k 0.37% Reduced -2.2k -2,229
90 KING LUTHER CAPITAL MANAGEMENT CORP 0.00% of their portfolio FORT WORTH, TX 29,59529.6k $578.3k $578.3k 0.00% Unchanged
91 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 29,28329.3k $572.2k $572.2k 0.00% Added +6.0k +6,000
92 Heartland Bank & Trust Co 0.12% of their portfolio BLOOMINGTON, IL 29,28029.3k $572.1k $572.1k 0.12% Added +6.7k +6,677
93 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 29,07829.1k $568.2k $568.2k 0.00% Reduced -12.4k -12,378
94 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 27,34727.3k $534.4k $534.4k 0.00% Added +1.3k +1,335
95 Compass Ion Advisors, LLC 0.05% of their portfolio CONSHOHOCKEN, PA 26,99727.0k $527.5k $527.5k 0.05% Unchanged
96 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 26,87426.9k $525.1k $525.1k 0.01% New
97 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 25,78325.8k $503.8k $503.8k 0.00% Added +10.3k +10,254
98 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 25,77225.8k $503.6k $503.6k 0.00% New
99 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 25,62225.6k $500.7k $500.7k 0.00% Added +398 +398
100 Midwest Professional Planners, LTD. 0.10% of their portfolio WAUSAU, WI 25,56225.6k $499.5k $499.5k 0.10% Added +14.7k +14,662