Vault-13

ISHARES TR IBDV

IBONDS DEC 2030 · ETP · CUSIP 46436E726

350 institutional holders +14 vs Q1 2026
113,318,727113.3m shares reported held*
$2.5bnreported value*
28 new 208 added 63 reduced 12 sold out net bought ≈ $163.5m (+7.5m 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 ($577.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $21.80.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 45Q4 22: 60Q1 23: 65Q2 23: 79Q3 23: 97Q4 23: 135Q1 24: 151Q2 24: 174Q3 24: 191Q4 24: 214Q1 25: 221Q2 25: 248Q3 25: 269Q4 25: 315Q1 26: 336Q2 26: 350350Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 2025269
Q4 2025315
Q1 2026336
Q2 2026350

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 25Q3 25: 189 bought or addedQ3 25: 45 cut or sold outQ4 25: 240 bought or addedQ4 25: 45 cut or sold outQ4 25Q1 26: 251 bought or addedQ1 26: 60 cut or sold outQ2 26: 236 bought or addedQ2 26: 75 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202414621
Q4 202415035
Q1 202516047
Q2 202517151
Q3 202518945
Q4 202524045
Q1 202625160
Q2 202623675

Biggest buyers

UBS Group AG Added +909,716+909.7k
MERCER GLOBAL ADVISORS INC /ADV Added +707,670+707.7k
BANK OF AMERICA CORP /DE/ Added +546,774+546.8k
LPL Financial LLC Added +456,433+456.4k
Cambridge Investment Research Advisors, Inc. Added +433,345+433.3k
Concurrent Investment Advisors, LLC New +343,567+343.6k
HM PAYSON & CO Added +272,104+272.1k
Capital Investment Advisors, LLC Added +191,892+191.9k
Strid Group, LLC Added +164,373+164.4k
SHUFRO ROSE & CO LLC Added +158,897+158.9k

Biggest sellers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -523,836-523.8k
Lido Advisors, LLC Reduced -380,259-380.3k
Commonwealth Financial Services, LLC Reduced -326,688-326.7k
MORGAN STANLEY Reduced -263,790-263.8k
Kathmere Capital Management, LLC Reduced -152,512-152.5k
Summit Financial, LLC Reduced -69,165-69.2k
Cornell Pochily Investment Advisors, Inc. Reduced -68,888-68.9k
Mariner, LLC Reduced -63,603-63.6k
PFG Private Wealth Management, LLC Reduced -51,043-51.0k
Private Advisor Group, LLC Reduced -44,787-44.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 9,615,3699.6m $209.6m $209.6m 0.01% Added +546.8k +546,774
2 Aptus Capital Advisors, LLC 0.98% of their portfolio FAIRHOPE, AL 6,150,1506.2m $134.1m $134.1m 0.98% Added +108.4k +108,447
3 MERCER GLOBAL ADVISORS INC /ADV 0.16% of their portfolio DENVER, CO 6,081,9026.1m $132.6m $132.6m 0.16% Added +707.7k +707,670
4 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 4,474,4344.5m $97.5m $97.5m 0.01% Reduced -263.8k -263,790
5 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 4,375,1044.4m $95.4m $95.4m 0.03% Added +70.5k +70,545
6 Capital Investment Advisors, LLC 1.23% of their portfolio ATLANTA, GA 4,264,8754.3m $93.0m $93.0m 1.23% Added +191.9k +191,892
7 CAPITAL ADVISORS INC/OK 1.04% of their portfolio TULSA, OK 3,253,3033.3m $70.9m $70.9m 1.04% Added +38.1k +38,072
8 UBS Group AG 0.01% of their portfolio ZURICH, V8 3,026,8043.0m $66.0m $66.0m 0.01% Added +909.7k +909,716
9 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 3,017,7033.0m $65.8m $65.8m 0.01% Added +88.6k +88,578
10 HM PAYSON & CO 0.79% of their portfolio PORTLAND, ME 2,726,5152.7m $59.4m $59.4m 0.79% Added +272.1k +272,104
11 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 2,510,8502.5m $54.7m $54.7m 0.05% Added +153.5k +153,492
12 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 2,504,1752.5m $54.6m $54.6m 0.01% Reduced -7.5k -7,549
13 Sound View Wealth Advisors Group, LLC 2.54% of their portfolio SAVANNAH, GA 1,880,0241.9m $41.0m $41.0m 2.54% Added +133.7k +133,680
14 Klingman & Associates, LLC 1.59% of their portfolio New York, NY 1,715,5771.7m $37.4m $37.4m 1.59% Added +65.2k +65,214
15 SIGMA INVESTMENT COUNSELORS INC 1.76% of their portfolio NORTHVILLE, MI 1,661,0621.7m $36.2m $36.2m 1.76% Added +17.3k +17,279
16 Gratus Wealth Advisors, LLC 4.55% of their portfolio VIRGINIA BEACH, VA 1,641,3211.6m $35.8m $35.8m 4.55% Added +41.5k +41,511
17 Lido Advisors, LLC 0.12% of their portfolio Los Angeles, CA 1,600,0251.6m $34.9m $34.9m 0.12% Reduced -380.3k -380,259
18 Summit Financial, LLC 0.37% of their portfolio PARSIPPANY, NJ 1,540,4681.5m $33.6m $33.6m 0.37% Reduced -69.2k -69,165
19 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,494,4541.5m $32.6m $32.6m 0.01% Added +456.4k +456,433
20 Kathmere Capital Management, LLC 1.56% of their portfolio WAYNE, PA 1,348,4301.3m $29.4m $29.4m 1.56% Reduced -152.5k -152,512
21 RVW Wealth, LLC 1.88% of their portfolio LOS ANGELES, CA 1,309,2761.3m $28.5m $28.5m 1.88% Added +103.2k +103,166
22 Venture Visionary Partners LLC 0.77% of their portfolio Sylvania, OH 1,273,6921.3m $27.8m $27.8m 0.77% Added +105.6k +105,601
23 NewEdge Advisors, LLC 0.08% of their portfolio NEW ORLEANS, LA 1,219,2081.2m $26.6m $26.6m 0.08% Added +70.4k +70,438
24 WOODMONT INVESTMENT COUNSEL LLC 1.44% of their portfolio NASHVILLE, TN 1,207,4521.2m $26.3m $26.3m 1.44% Added +143.1k +143,107
25 US BANCORP \DE\ 0.03% of their portfolio MINNEAPOLIS, MN 1,197,9711.2m $26.1m $26.1m 0.03% Added +31.6k +31,591
26 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 1,090,2321.1m $23.8m $23.8m 0.02% Added +29.9k +29,945
27 Advisors Capital Management, LLC 0.24% of their portfolio RIDGEWOOD, NJ 1,038,9211.0m $22.6m $22.6m 0.24% Added +59.5k +59,537
28 HOWLAND CAPITAL MANAGEMENT LLC 0.80% of their portfolio BOSTON, MA 1,021,7271.0m $22.3m $22.3m 0.80% Added +140.1k +140,078
29 MV CAPITAL MANAGEMENT, INC. 1.80% of their portfolio BETHESDA, MD 930,457930.5k $20.3m $20.3m 1.80% Added +10.4k +10,379
30 EP Wealth Advisors, LLC 0.07% of their portfolio TORRANCE, CA 847,911847.9k $18.5m $18.5m 0.07% Added +134.2k +134,151
31 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 827,324827.3k $18.0m $18.0m 0.02% Added +433.3k +433,345
32 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 797,556797.6k $17.4m $17.4m 0.06% Added +147.6k +147,605
33 BlackRock, Inc. 0.00% of their portfolio New York, NY 779,369779.4k $17.0m $17.0m 0.00% Added +126.6k +126,572
34 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 762,897762.9k $16.6m $16.6m 0.02% Added +46.4k +46,409
35 Arrow Financial Corp 1.37% of their portfolio Glens Falls, NY 702,825702.8k $15.3m $15.3m 1.37% Added +17.8k +17,847
36 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 682,341682.3k $14.9m $14.9m 0.00% Added +36.2k +36,188
37 First National Trust Co 0.48% of their portfolio Johnstown, PA 653,441653.4k $14.2m $14.2m 0.48% Added +64.2k +64,204
38 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 650,928650.9k $14.2m $14.2m 0.03% Added +109.1k +109,141
39 Ironwood Financial, llc 2.18% of their portfolio TUCSON, AZ 644,551644.6k $13.9m $13.9m 2.18% Added +88.9k +88,900
40 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 644,355644.4k $14.0m $14.0m 0.02% Added +21.8k +21,751
41 Mariner, LLC 0.01% of their portfolio Overland Park, KS 592,613592.6k $12.9m $12.9m 0.01% Reduced -63.6k -63,603
42 PFG Private Wealth Management, LLC 5.38% of their portfolio LUTZ, FL 569,999570.0k $12.4m $12.4m 5.38% Reduced -51.0k -51,043
43 Probity Advisors, Inc. 1.78% of their portfolio DALLAS, TX 569,582569.6k $12.4m $12.4m 1.78% Added +50.6k +50,580
44 CENTRAL TRUST Co 0.21% of their portfolio JEFFERSON CITY, MO 538,604538.6k $11.7m $11.7m 0.21% Added +37.1k +37,051
45 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 534,289534.3k $11.6m $11.6m 0.02% Added +48.2k +48,161
46 Glenview Trust Co 0.15% of their portfolio Louisville, KY 506,320506.3k $11.0m $11.0m 0.15% Added +25.5k +25,508
47 LYELL WEALTH MANAGEMENT, LP 0.66% of their portfolio MENLO PARK, CA 492,598492.6k $10.7m $10.7m 0.66% Added +24.6k +24,600
48 REBALANCE, LLC 0.55% of their portfolio PALO ALTO, CA 483,987484.0k $10.6m $10.6m 0.55% Added +6.0k +5,966
49 MinichMacGregor Wealth Management, LLC 1.57% of their portfolio Saratoga Springs, NY 474,157474.2k $10.3m $10.3m 1.57% Added +18.4k +18,401
50 Parkway Wealth Management Group, LLC 1.17% of their portfolio Plano, TX 466,293466.3k $10.2m $10.2m 1.17% Added +3.3k +3,349
51 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 464,538464.5k $10.1m $10.1m 0.00% Added +77.8k +77,772
52 Snowden Capital Advisors LLC 0.23% of their portfolio New York, NY 453,691453.7k $9.9m $9.9m 0.23% Added +13.9k +13,876
53 BENJAMIN EDWARDS INC 0.09% of their portfolio Clayton, MO 445,634445.6k $9.7m $9.7m 0.09% Reduced -14.9k -14,935
54 Sanctuary Advisors, LLC 0.05% of their portfolio INDIANAPOLIS, IN 445,048445.0k $9.7m $9.7m 0.05% Added +68.4k +68,429
55 Cornerstone Planning, LLC 2.22% of their portfolio CHARLOTTE, NC 439,383439.4k $9.6m $9.6m 2.22% Added +9.2k +9,245
56 RWA WEALTH PARTNERS, LLC 0.09% of their portfolio BOSTON, MA 434,649434.6k $9.5m $9.5m 0.09% Added +1.3k +1,344
57 Guidance Point Advisors, LLC 1.99% of their portfolio Wellesley, MA 431,677431.7k $9.4m $9.4m 1.99% Added +18.6k +18,558
58 Atlantic Union Bankshares Corp 0.15% of their portfolio GLEN ALLEN, VA 425,145425.1k $9.3m $9.3m 0.15% Added +24.8k +24,817
59 Centric Wealth Management 1.42% of their portfolio CHICAGO, IL 418,846418.8k $9.1m $9.1m 1.42% Unchanged
60 Parallel Advisors, LLC 0.14% of their portfolio SAN FRANCISCO, CA 406,873406.9k $8.9m $8.9m 0.14% Added +33.3k +33,278
61 Peloton Wealth Strategists 3.18% of their portfolio INDIANAPOLIS, IN 394,050394.1k $8.6m $8.6m 3.18% Added +19.4k +19,400
62 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 390,373390.4k $8.5m $8.5m 0.00% Added +36.5k +36,492
63 EIGHT 31 FINANCIAL, LLC 4.79% of their portfolio MIDLAND, TX 369,661369.7k $8.1m $8.1m 4.79% Added +8.4k +8,436
64 Windsor Capital Management, LLC 2.02% of their portfolio Phoenix, AZ 356,462356.5k $7.8m $7.8m 2.02% Added +114.0k +114,049
65 ARCADIA INVESTMENT ADVISORS LLC 3.20% of their portfolio EAGLE, ID 348,528348.5k $7.6m $7.6m 3.20% Added +30.9k +30,890
66 LBMC INVESTMENT ADVISORS, LLC 0.41% of their portfolio BRENTWOOD, TN 345,712345.7k $7.5m $7.5m 0.41% Added +64.0k +63,956
67 Concurrent Investment Advisors, LLC 0.06% of their portfolio Tampa, FL 343,567343.6k $7.5m $7.5m 0.06% New
68 Allworth Financial LP 0.03% of their portfolio FOLSOM, CA 338,443338.4k $7.4m $7.4m 0.03% Added +51.3k +51,264
69 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 331,851331.9k $7.2m $7.2m 0.01% Added +115.9k +115,929
70 Praetorian Wealth Management, Inc. 1.14% of their portfolio CARMEL, CA 304,213304.2k $6.6m $6.6m 1.14% Added +6.7k +6,681
71 4Thought Financial Group Inc. 2.97% of their portfolio SYOSSET, NY 289,935289.9k $6.3m $6.3m 2.97% Added +51.0k +51,000
72 Atria Investments, Inc 0.06% of their portfolio Charlotte, NC 288,553288.6k $6.3m $6.3m 0.06% Added +38.8k +38,779
73 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.03% of their portfolio IRVING, TX 281,940281.9k $6.1m $6.1m 0.03% Added +82.4k +82,426
74 SHUFRO ROSE & CO LLC 0.34% of their portfolio NEW YORK, NY 274,603274.6k $6.0m $6.0m 0.34% Added +158.9k +158,897
75 DROMS STRAUSS ADVISORS INC /MO/ /ADV 1.31% of their portfolio ST. LOUIS, MO 264,107264.1k $5.8m $5.8m 1.31% Added +8.8k +8,758
76 InvesTrust 2.21% of their portfolio OKLAHOMA CITY, OK 262,812262.8k $5.7m $5.7m 2.21% Added +33.7k +33,666
77 Wilkins Miller Wealth Management, LLC 3.07% of their portfolio MOBILE, AL 256,301256.3k $5.6m $5.6m 3.07% Reduced -587 -587
78 Strid Group, LLC 0.62% of their portfolio NEWTOWN SQUARE, PA 256,065256.1k $5.6m $5.6m 0.62% Added +164.4k +164,373
79 VIRGINIA WEALTH MANAGEMENT GROUP, INC. 2.71% of their portfolio VIRGINIA BEACH, VA 249,690249.7k $5.4m $5.4m 2.71% Added +50.3k +50,300
80 Krilogy Financial LLC 0.16% of their portfolio ST. LOUIS, MO 246,320246.3k $5.4m $5.4m 0.16% Reduced -1.8k -1,844
81 IFP Advisors, Inc 0.10% of their portfolio TAMPA, FL 242,424242.4k $5.3m $5.3m 0.10% Reduced -5.2k -5,181
82 HANCOCK WHITNEY CORP 0.09% of their portfolio GULFPORT, MS 240,440240.4k $5.2m $5.2m 0.09% Added +2.2k +2,186
83 MEMBERS WEALTH LLC 2.76% of their portfolio MEDIA, PA 230,622230.6k $5.0m $5.0m 2.76% Added +24.4k +24,364
84 SPINNAKER TRUST 0.24% of their portfolio PORTLAND, ME 226,090226.1k $4.9m $4.9m 0.24% Added +92.5k +92,483
85 J.W. COLE ADVISORS, INC. 0.08% of their portfolio TAMPA, FL 218,881218.9k $4.8m $4.8m 0.08% Added +73.7k +73,695
86 OneDigital Investment Advisors LLC 0.04% of their portfolio OVERLAND PARK, KS 218,486218.5k $4.8m $4.8m 0.04% Reduced -30.9k -30,853
87 Quantum Financial Advisors, LLC 0.47% of their portfolio SANTA MONICA, CA 217,650217.7k $4.7m $4.7m 0.47% Added +5.2k +5,218
88 Winthrop Partners - WNY, LLC 2.34% of their portfolio Buffalo, NY 217,320217.3k $4.7m $4.7m 2.34% Added +11.4k +11,369
89 Houlihan Financial Resource Group, Ltd. 1.68% of their portfolio ASHBURN, VA 216,089216.1k $4.7m $4.7m 1.68% Added +11.5k +11,539
90 Stratos Wealth Partners, LTD. 0.05% of their portfolio BEACHWOOD, OH 213,579213.6k $4.7m $4.7m 0.05% Added +43.1k +43,067
91 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 202,809202.8k $4.4m $4.4m 0.01% Added +52.3k +52,285
92 Chicago Partners Investment Group LLC 0.09% of their portfolio CHICAGO, IL 201,353201.4k $4.3m $4.3m 0.09% Added +2.1k +2,137
93 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 196,779196.8k $4.3m $4.3m 0.02% Added +12.0k +11,993
94 Rossmore Private Capital 0.34% of their portfolio GLASTONBURY, CT 194,579194.6k $4.2m $4.2m 0.34% Added +5.4k +5,405
95 PRECEDENT WEALTH PARTNERS, LLC 0.70% of their portfolio HOUSTON, TX 194,222194.2k $4.2m $4.2m 0.70% Added +31.9k +31,923
96 Beaumont Asset Management, L.L.C. 1.62% of their portfolio BEAUMONT, TX 191,235191.2k $4.2m $4.2m 1.62% Added +79.6k +79,632
97 FourThought Financial Partners, LLC 0.31% of their portfolio VENICE, FL 185,482185.5k $4.0m $4.0m 0.31% Added +31.3k +31,298
98 HAMEL ASSOCIATES, INC. 1.11% of their portfolio Center Valley, PA 185,294185.3k $4.0m $4.0m 1.11% Reduced -2.1k -2,094
99 Gotham Asset Management, LLC 0.01% of their portfolio NEW YORK, NY 180,543180.5k $3.9m $3.9m 0.01% Unchanged
100 ROMANO BROTHERS AND COMPANY 0.39% of their portfolio EVANSTON, IL 180,142180.1k $3.9m $3.9m 0.39% Added +6.5k +6,484