Vault-13

ISHARES TR IBDV

IBONDS DEC 2030 · ETP · CUSIP 46436E726

248 institutional holders +27 vs Q1 2025
69,177,46669.2m shares reported held*
$1.5bnreported value*
38 new 133 added 44 reduced 7 sold out net bought ≈ $184.2m (+8.4m 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 ($571.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $22.03.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 45Q4 22: 60Q1 23: 65Q2 23: 79Q3 23: 97Q4 23: 135Q1 24: 151Q2 24: 174Q3 24: 191Q4 24: 214Q1 25: 221Q2 25: 248248Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202245
Q4 202260
Q1 202365
Q2 202379
Q3 202397
Q4 2023135
Q1 2024151
Q2 2024174
Q3 2024191
Q4 2024214
Q1 2025221
Q2 2025248

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 23: 72 bought or addedQ3 23: 13 cut or sold outQ4 23: 104 bought or addedQ4 23: 19 cut or sold outQ4 23Q1 24: 114 bought or addedQ1 24: 23 cut or sold outQ2 24: 131 bought or addedQ2 24: 21 cut or sold outQ2 24Q3 24: 146 bought or addedQ3 24: 21 cut or sold outQ4 24: 150 bought or addedQ4 24: 35 cut or sold outQ4 24Q1 25: 160 bought or addedQ1 25: 47 cut or sold outQ2 25: 171 bought or addedQ2 25: 51 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20237213
Q4 202310419
Q1 202411423
Q2 202413121
Q3 202414621
Q4 202415035
Q1 202516047
Q2 202517151

Biggest buyers

MERCER GLOBAL ADVISORS INC /ADV Added +2,601,621+2.6m
ENVESTNET ASSET MANAGEMENT INC Added +2,251,694+2.3m
ROYAL BANK OF CANADA Added +2,065,841+2.1m
EP Wealth Advisors, LLC New +653,952+654.0k
Rockefeller Capital Management L.P. Added +571,805+571.8k
Aptus Capital Advisors, LLC Added +313,617+313.6k
Capital Investment Advisors, LLC Added +289,591+289.6k
Atlantic Union Bankshares Corp New +260,863+260.9k
MORGAN STANLEY Added +232,670+232.7k
HANCOCK WHITNEY CORP New +212,918+212.9k

Biggest sellers

STIFEL FINANCIAL CORP Reduced -1,026,967-1.0m
BENJAMIN EDWARDS INC Reduced -984,346-984.3k
AMERIPRISE FINANCIAL INC Reduced -883,129-883.1k
RAYMOND JAMES FINANCIAL INC Reduced -485,082-485.1k
CONFLUENCE INVESTMENT MANAGEMENT LLC Sold out -282,297-282.3k
Atria Investments, Inc Reduced -152,961-153.0k
Sanctuary Advisors, LLC Sold out -133,734-133.7k
JPMORGAN CHASE & CO Reduced -124,016-124.0k
CGN Advisors LLC Reduced -99,776-99.8k
NEUBERGER BERMAN GROUP LLC Reduced -63,270-63.3k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Aptus Capital Advisors, LLC 1.13% of their portfolio FAIRHOPE, AL 5,197,5755.2m $114.2m $114.2m 1.13% Added +313.6k +313,617
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 4,681,6154.7m $102.9m $102.9m 0.01% Added +140.1k +140,080
3 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 3,927,4283.9m $86.3m $86.3m 0.01% Added +2.1m +2,065,841
4 Capital Investment Advisors, LLC 1.39% of their portfolio ATLANTA, GA 3,439,5303.4m $79.0m $79.0m 1.39% Added +289.6k +289,591
5 CAPITAL ADVISORS INC/OK 1.11% of their portfolio TULSA, OK 2,813,2802.8m $61.8m $61.8m 1.11% Added +137.6k +137,553
6 MERCER GLOBAL ADVISORS INC /ADV 0.14% of their portfolio DENVER, CO 2,775,2162.8m $61.0m $61.0m 0.14% Added +2.6m +2,601,621
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,610,6532.6m $57.4m $57.4m 0.00% Added +232.7k +232,670
8 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 2,597,4442.6m $57.1m $57.1m 0.02% Added +2.3m +2,251,694
9 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 2,548,2112.5m $56.0m $56.0m 0.01% Added +146.7k +146,700
10 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 2,136,9302.1m $47.0m $47.0m 0.02% Reduced -485.1k -485,082
11 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 1,981,7592.0m $43.6m $43.6m 0.05% Added +56.5k +56,528
12 SIGMA INVESTMENT COUNSELORS INC 1.89% of their portfolio NORTHVILLE, MI 1,565,2931.6m $34.4m $34.4m 1.89% Added +40.5k +40,463
13 Klingman & Associates, LLC 1.62% of their portfolio New York, NY 1,338,9591.3m $29.4m $29.4m 1.62% Added +26.2k +26,161
14 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,220,3561.2m $26.8m $26.8m 0.01% Added +12.5k +12,520
15 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 1,176,5881.2m $25.9m $25.9m 0.03% Added +571.8k +571,805
16 US BANCORP \DE\ 0.03% of their portfolio MINNEAPOLIS, MN 1,172,0731.2m $25.8m $25.8m 0.03% Added +12.8k +12,838
17 Venture Visionary Partners LLC 0.93% of their portfolio Sylvania, OH 1,123,2051.1m $24.7m $24.7m 0.93% Added +155.2k +155,150
18 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,110,7751.1m $24.4m $24.4m 0.01% Reduced -883.1k -883,129
19 Apollon Wealth Management, LLC 0.45% of their portfolio MOUNT PLEASANT, SC 1,041,8181.0m $22.9m $22.9m 0.45% Added +10.8k +10,750
20 Sound View Wealth Advisors Group, LLC 1.45% of their portfolio SAVANNAH, GA 892,440892.4k $19.6m $19.6m 1.45% Added +134.8k +134,842
21 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 838,955839.0k $18.4m $18.4m 0.02% Reduced -1.0m -1,026,967
22 Advisors Capital Management, LLC 0.25% of their portfolio RIDGEWOOD, NJ 837,621837.6k $18.4m $18.4m 0.25% Added +51.8k +51,757
23 MV CAPITAL MANAGEMENT, INC. 1.68% of their portfolio BETHESDA, MD 744,116744.1k $16.4m $16.4m 1.68% Added +10.5k +10,489
24 NewEdge Advisors, LLC 0.08% of their portfolio NEW ORLEANS, LA 688,608688.6k $15.1m $15.1m 0.08% Reduced -58.7k -58,738
25 Arrow Financial Corp 1.52% of their portfolio Glens Falls, NY 658,115658.1k $14.5m $14.5m 1.52% Reduced -6.1k -6,109
26 EP Wealth Advisors, LLC 0.09% of their portfolio TORRANCE, CA 653,952654.0k $14.4m $14.4m 0.09% New
27 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 635,948635.9k $14.0m $14.0m 0.02% Added +17.5k +17,491
28 HOWLAND CAPITAL MANAGEMENT LLC 0.56% of their portfolio BOSTON, MA 623,340623.3k $13.7m $13.7m 0.56% Added +61.1k +61,092
29 MB, LEVIS & ASSOCIATES, LLC 5.83% of their portfolio CENTER VALLEY, PA 603,760603.8k $13.3m $13.3m 5.83% Added +9.9k +9,890
30 PFG Private Wealth Management, LLC 5.57% of their portfolio LUTZ, FL 491,728491.7k $10.8m $10.8m 5.57% Added +11.9k +11,874
31 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 471,593471.6k $10.4m $10.4m 0.00% Added +42.8k +42,824
32 Probity Advisors, Inc. 1.64% of their portfolio DALLAS, TX 424,368424.4k $9.3m $9.3m 1.64% Added +21.3k +21,285
33 RWA WEALTH PARTNERS, LLC 0.12% of their portfolio BOSTON, MA 419,257419.3k $9.2m $9.2m 0.12% Added +853 +853
34 NESTEGG ADVISORS, INC. 8.81% of their portfolio HAUPPAUGE, NY 416,429416.4k $9.2m $9.2m 8.81% Added +42.4k +42,405
35 Commonwealth Financial Services, LLC 1.73% of their portfolio VIENNA, WV 409,012409.0k $9.0m $9.0m 1.73% Reduced -4.3k -4,322
36 MinichMacGregor Wealth Management, LLC 1.85% of their portfolio Saratoga Springs, NY 394,318394.3k $8.7m $8.7m 1.85% Reduced -1.2k -1,195
37 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 385,325385.3k $8.5m $8.5m 0.02% Added +19.3k +19,301
38 Ironwood Financial, llc 1.76% of their portfolio TUCSON, AZ 377,965378.0k $8.2m $8.2m 1.76% Unchanged
39 Centric Wealth Management 1.91% of their portfolio CHICAGO, IL 364,839364.8k $8.0m $8.0m 1.91% Added +17.7k +17,720
40 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 356,151356.2k $7.8m $7.8m 0.02% Added +30.1k +30,117
41 Snowden Capital Advisors LLC 0.23% of their portfolio New York, NY 353,408353.4k $7.8m $7.8m 0.23% Reduced -606 -606
42 LYELL WEALTH MANAGEMENT, LP 0.58% of their portfolio MENLO PARK, CA 333,362333.4k $7.3m $7.3m 0.58% Added +11.2k +11,154
43 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 329,697329.7k $7.2m $7.2m 0.01% Added +69.7k +69,708
44 Guidance Point Advisors, LLC 1.81% of their portfolio Wellesley, MA 319,710319.7k $7.0m $7.0m 1.81% Added +539 +539
45 BENJAMIN EDWARDS INC 0.09% of their portfolio Clayton, MO 304,611304.6k $6.7m $6.7m 0.09% Reduced -984.3k -984,346
46 Peloton Wealth Strategists 2.55% of their portfolio INDIANAPOLIS, IN 289,000289.0k $6.4m $6.4m 2.55% Added +15.5k +15,500
47 CENTRAL TRUST Co 0.14% of their portfolio JEFFERSON CITY, MO 271,492271.5k $6.0m $6.0m 0.14% Added +35.5k +35,490
48 Lido Advisors, LLC 0.03% of their portfolio Los Angeles, CA 267,756267.8k $5.9m $5.9m 0.03% Reduced -5.7k -5,724
49 Parallel Advisors, LLC 0.12% of their portfolio SAN FRANCISCO, CA 265,684265.7k $5.8m $5.8m 0.12% Added +24.2k +24,228
50 Atlantic Union Bankshares Corp 0.13% of their portfolio GLEN ALLEN, VA 260,863260.9k $5.7m $5.7m 0.13% New
51 Signature Wealth Management Group 2.17% of their portfolio ATLANTA, GA 250,078250.1k $5.5m $5.5m 2.17% Added +2.4k +2,435
52 Praetorian Wealth Management, Inc. 1.25% of their portfolio CARMEL, CA 247,334247.3k $5.4m $5.4m 1.25% Added +13.8k +13,827
53 Wilkins Miller Wealth Management, LLC 3.67% of their portfolio MOBILE, AL 245,277245.3k $5.4m $5.4m 3.67% Reduced -11.4k -11,444
54 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 232,043232.0k $5.1m $5.1m 0.00% Added +44.2k +44,224
55 4Thought Financial Group Inc. 2.58% of their portfolio SYOSSET, NY 221,195221.2k $4.9m $4.9m 2.58% Reduced -16.6k -16,559
56 LBMC INVESTMENT ADVISORS, LLC 0.34% of their portfolio BRENTWOOD, TN 214,281214.3k $4.7m $4.7m 0.34% Added +101.7k +101,676
57 HANCOCK WHITNEY CORP 0.09% of their portfolio GULFPORT, MS 212,918212.9k $4.7m $4.7m 0.09% New
58 DROMS STRAUSS ADVISORS INC /MO/ /ADV 1.42% of their portfolio ST. LOUIS, MO 211,259211.3k $4.6m $4.6m 1.42% New
59 First National Trust Co 0.17% of their portfolio Johnstown, PA 203,939203.9k $4.5m $4.5m 0.17% Added +58.0k +57,983
60 Krilogy Financial LLC 0.26% of their portfolio ST. LOUIS, MO 202,896202.9k $4.5m $4.5m 0.26% Added +4.4k +4,438
61 Keeler Thomas Management LLC 1.90% of their portfolio Orem, UT 201,059201.1k $4.4m $4.4m 1.90% Reduced -16.3k -16,272
62 Glenview Trust Co 0.07% of their portfolio Louisville, KY 194,506194.5k $4.3m $4.3m 0.07% Added +62.8k +62,750
63 MCF Advisors LLC 0.24% of their portfolio LEXINGTON, KY 166,255166.3k $3.7m $3.7m 0.24% Added +3.9k +3,921
64 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 165,551165.6k $3.6m $3.6m 0.00% Added +67.9k +67,924
65 WRAPMANAGER INC 0.86% of their portfolio MILL VALLEY, CA 160,778160.8k $3.5m $3.5m 0.86% Added +1.6k +1,621
66 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 158,121158.1k $3.5m $3.5m 0.02% Added +37.3k +37,303
67 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 156,676156.7k $3.4m $3.4m 0.01% Added +76.2k +76,232
68 CWM, LLC 0.01% of their portfolio OMAHA, NE 152,270152.3k $3.3m $3.3m 0.01% Added +7.6k +7,604
69 Beacon Pointe Advisors, LLC 0.03% of their portfolio NEWPORT BEACH, CA 143,778143.8k $3.2m $3.2m 0.03% Added +1.4k +1,435
70 PRECEDENT WEALTH PARTNERS, LLC 0.75% of their portfolio HOUSTON, TX 140,083140.1k $3.1m $3.1m 0.75% Added +14.4k +14,381
71 FULTON BREAKEFIELD BROENNIMAN LLC 0.21% of their portfolio Bethesda, MD 139,239139.2k $3.1m $3.1m 0.21% Added +74.1k +74,066
72 Houlihan Financial Resource Group, Ltd. 1.24% of their portfolio ASHBURN, VA 136,941136.9k $3.0m $3.0m 1.24% Added +6.7k +6,652
73 IFP Advisors, Inc 0.08% of their portfolio TAMPA, FL 133,846133.8k $2.9m $2.9m 0.08% Added +9.5k +9,452
74 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 130,858130.9k $2.9m $2.9m 0.00% Added +14.1k +14,143
75 Windsor Capital Management, LLC 0.76% of their portfolio Phoenix, AZ 118,379118.4k $2.6m $2.6m 0.76% New
76 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 116,011116.0k $2.5m $2.5m 0.00% Reduced -124.0k -124,016
77 STAR Financial Bank 1.61% of their portfolio FORT WAYNE, IN 115,737115.7k $2.5m $2.5m 1.61% Added +9.8k +9,771
78 Arcataur Capital Management LLC 0.78% of their portfolio MILWAUKEE, WI 112,975113.0k $2.5m $2.5m 0.78% Added +10.2k +10,155
79 HAMEL ASSOCIATES, INC. 0.84% of their portfolio Center Valley, PA 112,580112.6k $2.5m $2.5m 0.84% Added +3.5k +3,475
80 Quantum Financial Advisors, LLC 0.33% of their portfolio SANTA MONICA, CA 110,913110.9k $2.4m $2.4m 0.33% Added +5.8k +5,774
81 FLOW TRADERS U.S. LLC 0.09% of their portfolio NEW YORK, NY 107,721107.7k $2.4m $2.4m 0.09% New
82 ADIRONDACK TRUST CO 0.84% of their portfolio SARATOGA SPRINGS, NY 105,363105.4k $2.3m $2.3m 0.84% Added +13.9k +13,865
83 Rossmore Private Capital 0.26% of their portfolio GLASTONBURY, CT 100,547100.5k $2.2m $2.2m 0.26% Added +55.7k +55,697
84 Stonebrook Private Inc. 0.52% of their portfolio NORTHVILLE, MI 100,260100.3k $2.2m $2.2m 0.52% Added +2.1k +2,126
85 Mariner, LLC 0.00% of their portfolio Overland Park, KS 94,71894.7k $2.1m $2.1m 0.00% Added +1.5k +1,534
86 INSTRUMENTAL WEALTH, LLC 1.60% of their portfolio TAMPA, FL 92,31892.3k $2.0m $2.0m 1.60% Added +2.4k +2,415
87 Wealthstar Advisors, LLC 0.75% of their portfolio Plano, TX 90,91590.9k $2.0m $2.0m 0.75% Reduced -15.9k -15,907
88 Global Retirement Partners, LLC 0.05% of their portfolio San Rafael, CA 90,60090.6k $2.0m $2.0m 0.05% First filing
89 KINTRA WEALTH, LLC 1.16% of their portfolio WILLIAMSPORT, PA 87,93787.9k $1.9m $1.9m 1.16% Reduced -5.3k -5,334
90 LifePlan Financial, LLC 1.57% of their portfolio MANKATO, MN 86,13086.1k $1.9m $1.9m 1.57% Added +24.1k +24,053
91 Associated Banc-Corp 0.05% of their portfolio Green Bay, WI 85,45585.5k $1.9m $1.9m 0.05% Added +5.5k +5,519
92 Valmark Advisers, Inc. 0.03% of their portfolio AKRON, OH 83,53583.5k $1.8m $1.8m 0.03% Added +17.4k +17,433
93 BlackRock, Inc. 0.00% of their portfolio New York, NY 82,64682.6k $1.8m $1.8m 0.00% Added +82.6k +82,588
94 Segment Wealth Management, LLC 0.11% of their portfolio HOUSTON, TX 82,17082.2k $1.8m $1.8m 0.11% Reduced -65 -65
95 Greater Midwest Financial Group, LLC 1.37% of their portfolio ST. PAUL, MN 81,71681.7k $1.8m $1.8m 1.37% Added +9.9k +9,948
96 Laurel Wealth Advisors LLC 0.27% of their portfolio CHARLOTTE, NC 81,25081.2k $1.8m $1.8m 0.27% Added +6.8k +6,800
97 Penobscot Investment Management Company, Inc. 0.15% of their portfolio BOSTON, MA 78,53578.5k $1.7m $1.7m 0.15% Added +8.3k +8,335
98 DRIVE WEALTH MANAGEMENT, LLC 0.37% of their portfolio LEHI, UT 77,12077.1k $1.7m $1.7m 0.37% Reduced -1.6k -1,611
99 J.W. COLE ADVISORS, INC. 0.04% of their portfolio TAMPA, FL 76,84776.8k $1.7m $1.7m 0.04% New
100 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 76,59676.6k $1.7m $1.7m 0.01% Added +6.4k +6,376