Vault-13

ISHARES TR IBTH

IBONDS 27 TRM TS · ETP · CUSIP 46436E841

312 institutional holders -3 vs Q1 2026
83,843,79883.8m shares reported held*
$1.9bnreported value*
19 new 153 added 71 reduced 17 sold out net bought ≈ $105.1m (+4.7m 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 ($257.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $22.39.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 23Q4 22: 51Q1 23: 68Q2 23: 77Q3 23: 87Q4 23: 133Q1 24: 157Q2 24: 171Q3 24: 193Q4 24: 227Q1 25: 243Q2 25: 258Q3 25: 276Q4 25: 302Q1 26: 315Q2 26: 312312Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202223
Q4 202251
Q1 202368
Q2 202377
Q3 202387
Q4 2023133
Q1 2024157
Q2 2024171
Q3 2024193
Q4 2024227
Q1 2025243
Q2 2025258
Q3 2025276
Q4 2025302
Q1 2026315
Q2 2026312

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 24: 129 bought or addedQ3 24: 31 cut or sold outQ4 24: 159 bought or addedQ4 24: 36 cut or sold outQ4 24Q1 25: 163 bought or addedQ1 25: 48 cut or sold outQ2 25: 163 bought or addedQ2 25: 65 cut or sold outQ2 25Q3 25: 173 bought or addedQ3 25: 72 cut or sold outQ4 25: 214 bought or addedQ4 25: 57 cut or sold outQ4 25Q1 26: 193 bought or addedQ1 26: 82 cut or sold outQ2 26: 172 bought or addedQ2 26: 88 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202412931
Q4 202415936
Q1 202516348
Q2 202516365
Q3 202517372
Q4 202521457
Q1 202619382
Q2 202617288

Biggest buyers

Arax Advisory Partners New +1,559,602+1.6m
Integrated Wealth Concepts LLC Added +1,117,196+1.1m
NorthCoast Asset Management LLC Added +622,407+622.4k
BANK OF AMERICA CORP /DE/ Added +545,196+545.2k
BlackRock, Inc. Added +509,105+509.1k
McGuire Investment Group, LLC Added +440,646+440.6k
Thrivent Financial for Lutherans Added +367,006+367.0k
NewEdge Advisors, LLC Added +298,008+298.0k
Stratos Wealth Advisors, LLC Added +260,372+260.4k
BIP Wealth, LLC Added +257,793+257.8k

Biggest sellers

TRUE Private Wealth Advisors Reduced -1,455,971-1.5m
WELLS FARGO & COMPANY/MN Reduced -499,320-499.3k
Merit Financial Group, LLC Reduced -475,260-475.3k
L2 Asset Management, LLC Reduced -284,876-284.9k
Steward Partners Investment Advisory, LLC Reduced -218,685-218.7k
Independent Advisor Alliance Reduced -214,449-214.4k
Focus Partners Wealth Reduced -191,288-191.3k
Eldridge Investment Advisors, Inc. Reduced -146,955-147.0k
HM PAYSON & CO Reduced -145,271-145.3k
RAYMOND JAMES FINANCIAL INC Reduced -103,501-103.5k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HM PAYSON & CO 1.96% of their portfolio PORTLAND, ME 6,611,4406.6m $147.9m $147.9m 1.96% Reduced -145.3k -145,271
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 4,312,8344.3m $96.5m $96.5m 0.01% Added +545.2k +545,196
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,823,8703.8m $85.5m $85.5m 0.00% Added +115.9k +115,868
4 NorthCoast Asset Management LLC 1.62% of their portfolio STAMFORD, CT 3,259,8543.3m $72.9m $72.9m 1.62% Added +622.4k +622,407
5 GLOBALT Investments LLC / GA 2.22% of their portfolio Atlanta, GA 2,943,1062.9m $65.8m $65.8m 2.22% Reduced -55.3k -55,271
6 MERCER GLOBAL ADVISORS INC /ADV 0.07% of their portfolio DENVER, CO 2,688,7632.7m $60.1m $60.1m 0.07% Added +221.1k +221,102
7 Integrated Wealth Concepts LLC 0.26% of their portfolio WALTHAM, MA 2,430,7392.4m $54.4m $54.4m 0.26% Added +1.1m +1,117,196
8 NewEdge Advisors, LLC 0.14% of their portfolio NEW ORLEANS, LA 2,039,9482.0m $45.6m $45.6m 0.14% Added +298.0k +298,008
9 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 2,024,1592.0m $45.3m $45.3m 0.01% Added +123.1k +123,089
10 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,991,7152.0m $44.6m $44.6m 0.01% Reduced -499.3k -499,320
11 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,921,9801.9m $43.0m $43.0m 0.01% Added +110.8k +110,834
12 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 1,771,0831.8m $39.6m $39.6m 0.01% Reduced -103.5k -103,501
13 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,694,9101.7m $37.9m $37.9m 0.01% Reduced -4.7k -4,717
14 Brookstone Capital Management 0.38% of their portfolio WHEATON, IL 1,669,9091.7m $37.4m $37.4m 0.38% Reduced -50.1k -50,124
15 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.19% of their portfolio IRVING, TX 1,569,3601.6m $35.1m $35.1m 0.19% Added +88.2k +88,157
16 Arax Advisory Partners 0.23% of their portfolio NEW YORK, NY 1,559,6021.6m $34.9m $34.9m 0.23% New
17 Stratos Wealth Advisors, LLC 1.90% of their portfolio BEACHWOOD, OH 1,548,0741.5m $34.6m $34.6m 1.90% Added +260.4k +260,372
18 Connecticut Wealth Management, LLC 1.19% of their portfolio FARMINGTON, CT 1,433,9731.4m $32.1m $32.1m 1.19% Added +193.8k +193,768
19 Financial Advisory Corp 3.95% of their portfolio Grand Rapids, MI 1,331,9481.3m $29.8m $29.8m 3.95% Added +126.3k +126,271
20 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 1,213,9881.2m $27.2m $27.2m 0.03% Reduced -191.3k -191,288
21 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,182,6231.2m $26.5m $26.5m 0.00% Added +509.1k +509,105
22 Stratos Wealth Partners, LTD. 0.24% of their portfolio BEACHWOOD, OH 1,075,5301.1m $24.1m $24.1m 0.24% Added +27.9k +27,852
23 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.29% of their portfolio MINNEAPOLIS, MN 980,870980.9k $21.9m $21.9m 0.29% Added +39.1k +39,115
24 Capital Investment Advisors, LLC 0.26% of their portfolio ATLANTA, GA 891,306891.3k $19.9m $19.9m 0.26% Reduced -9.3k -9,252
25 Journey Advisory Group, LLC 1.46% of their portfolio COVINGTON, KY 853,470853.5k $19.1m $19.1m 1.46% Reduced -18.6k -18,635
26 Carnegie Investment Counsel 0.38% of their portfolio PEPPER PIKE, OH 840,789840.8k $18.8m $18.8m 0.38% Added +106.2k +106,238
27 MKT Advisors LLC 5.83% of their portfolio CARLSBAD, CA 840,464840.5k $18.8m $18.8m 5.83% Added +36.3k +36,331
28 Fulton Bank, N.A. 0.57% of their portfolio Lancaster, PA 839,816839.8k $18.8m $18.8m 0.57% Added +207.5k +207,451
29 OneAscent Financial Services LLC 0.89% of their portfolio BIRMINGHAM, AL 828,598828.6k $18.5m $18.5m 0.89% Added +15.6k +15,594
30 Denver PWM, LLC 6.00% of their portfolio DENVER, CO 820,926820.9k $18.4m $18.4m 6.00% Added +48.2k +48,227
31 Asset Advisors Investment Management, LLC 1.54% of their portfolio AUGUSTA, GA 749,601749.6k $16.8m $16.8m 1.54% Added +3.9k +3,880
32 TITLEIST ASSET MANAGEMENT, LLC 1.10% of their portfolio SAN ANTONIO, TX 732,064732.1k $16.4m $16.4m 1.10% Added +45.7k +45,719
33 Merit Financial Group, LLC 0.10% of their portfolio ALPHARETTA, GA 712,385712.4k $15.9m $15.9m 0.10% Reduced -475.3k -475,260
34 BIP Wealth, LLC 0.42% of their portfolio ATLANTA, GA 666,092666.1k $14.9m $14.9m 0.42% Added +257.8k +257,793
35 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 639,970640.0k $14.3m $14.3m 0.02% Added +25.0k +24,976
36 Krilogy Financial LLC 0.42% of their portfolio ST. LOUIS, MO 627,252627.3k $14.0m $14.0m 0.42% Added +40.2k +40,227
37 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 608,435608.4k $13.6m $13.6m 0.00% Added +12.6k +12,644
38 MV CAPITAL MANAGEMENT, INC. 1.20% of their portfolio BETHESDA, MD 603,080603.1k $13.5m $13.5m 1.20% Reduced -2.2k -2,226
39 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 586,420586.4k $13.1m $13.1m 0.01% Added +49.7k +49,738
40 Wealth Management Strategies, Inc. 4.94% of their portfolio PITTSBURGH, PA 564,719564.7k $12.6m $12.6m 4.94% Added +27.5k +27,501
41 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 559,196559.2k $12.5m $12.5m 0.02% Added +367.0k +367,006
42 Sanctuary Advisors, LLC 0.05% of their portfolio INDIANAPOLIS, IN 500,585500.6k $11.2m $11.2m 0.05% Added +71.5k +71,540
43 SHELTON WEALTH MANAGEMENT, LLC 4.31% of their portfolio FORT WORTH, TX 486,876486.9k $10.9m $10.9m 4.31% Added +30.5k +30,486
44 McGuire Investment Group, LLC 0.88% of their portfolio WAKEFIELD, RI 451,068451.1k $10.1m $10.1m 0.88% Added +440.6k +440,646
45 Apella Capital, LLC 0.14% of their portfolio WEST HARTFORD, CT 440,843440.8k $9.8m $9.8m 0.14% Added +30.1k +30,121
46 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 423,295423.3k $9.5m $9.5m 0.01% Added +31.8k +31,785
47 CHATHAM CAPITAL GROUP, INC. 1.17% of their portfolio SAVANNAH, GA 410,436410.4k $9.2m $9.2m 1.17% Reduced -8.3k -8,350
48 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 401,407401.4k $9.0m $9.0m 0.01% Added +27.3k +27,327
49 Delta Wealth Advisors LLC 6.01% of their portfolio INDIANAPOLIS, IN 376,171376.2k $8.4m $8.4m 6.01% Added +3.3k +3,251
50 Hilltop Holdings Inc. 0.68% of their portfolio DALLAS, TX 375,375375.4k $8.4m $8.4m 0.68% Added +25.4k +25,436
51 EIGHT 31 FINANCIAL, LLC 4.84% of their portfolio MIDLAND, TX 363,748363.7k $8.1m $8.1m 4.84% Added +8.1k +8,092
52 Northstar Group, Inc. 1.00% of their portfolio NEW YORK, NY 347,587347.6k $7.8m $7.8m 1.00% Added +24.1k +24,108
53 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 335,892335.9k $7.5m $7.5m 0.01% Reduced -6.3k -6,347
54 Global Retirement Partners, LLC 0.11% of their portfolio San Rafael, CA 333,212333.2k $7.5m $7.5m 0.11% First filing
55 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 329,160329.2k $7.4m $7.4m 0.01% Added +5.3k +5,349
56 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 325,758325.8k $7.3m $7.3m 0.00% Added +35.2k +35,153
57 Flavin Financial Services, Inc. 4.11% of their portfolio MELBOURNE, FL 322,566322.6k $7.2m $7.2m 4.11% Added +935 +935
58 Midwest Professional Planners, LTD. 1.37% of their portfolio WAUSAU, WI 313,050313.1k $7.0m $7.0m 1.37% Added +48.4k +48,361
59 REBALANCE, LLC 0.35% of their portfolio PALO ALTO, CA 299,656299.7k $6.7m $6.7m 0.35% Added +29.0k +29,010
60 FAGAN ASSOCIATES, INC. 0.82% of their portfolio TROY, NY 299,077299.1k $6.7m $6.7m 0.82% Reduced -1.5k -1,475
61 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 284,746284.7k $6.4m $6.4m 0.01% Added +9.8k +9,850
62 BOSTON FAMILY OFFICE LLC 0.38% of their portfolio BOSTON, MA 281,963282.0k $6.3m $6.3m 0.38% Added +9.2k +9,230
63 LEAVELL INVESTMENT MANAGEMENT, INC. 0.21% of their portfolio MOBILE, AL 259,828259.8k $5.8m $5.8m 0.21% Added +22.3k +22,261
64 Asset Dedication, LLC 0.37% of their portfolio SAN FRANCISCO, CA 259,757259.8k $5.8m $5.8m 0.37% Added +17.9k +17,903
65 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 241,746241.7k $5.4m $5.4m 0.01% Added +17.0k +16,992
66 Stockman Wealth Management, Inc. 0.54% of their portfolio BILLINGS, MT 234,473234.5k $5.2m $5.2m 0.54% Added +6.3k +6,313
67 Belpointe Asset Management LLC 0.17% of their portfolio RENO, NV 227,308227.3k $5.1m $5.1m 0.17% Reduced -539 -539
68 D.A. DAVIDSON & CO. 0.03% of their portfolio GREAT FALLS, MT 224,438224.4k $5.0m $5.0m 0.03% Added +41.0k +40,958
69 TRUE Private Wealth Advisors 0.43% of their portfolio Salem, OR 222,052222.1k $5.0m $5.0m 0.43% Reduced -1.5m -1,455,971
70 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 202,090202.1k $4.5m $4.5m 0.01% Added +6.0k +5,990
71 Atlantic Private Wealth, LLC 2.71% of their portfolio CHAPEL HILL, NC 197,699197.7k $4.4m $4.4m 2.71% Reduced -11.7k -11,714
72 Accretive Wealth Partners, LLC 1.06% of their portfolio PARSIPPANY, NJ 195,308195.3k $4.4m $4.4m 1.06% Added +34.6k +34,613
73 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 187,968188.0k $4.2m $4.2m 0.00% Reduced -1.2k -1,240
74 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 180,858180.9k $4.0m $4.0m 0.00% Added +54.9k +54,919
75 CENTRAL TRUST Co 0.07% of their portfolio JEFFERSON CITY, MO 179,261179.3k $4.0m $4.0m 0.07% Reduced -10.5k -10,451
76 Valmark Advisers, Inc. 0.04% of their portfolio AKRON, OH 176,939176.9k $4.0m $4.0m 0.04% Added +49.9k +49,928
77 Portland Global Advisors LLC 0.37% of their portfolio PORTLAND, ME 173,463173.5k $3.9m $3.9m 0.37% Added +12.8k +12,795
78 Legacy Private Trust Co. 0.21% of their portfolio NEENAH, WI 170,928170.9k $3.8m $3.8m 0.21% Reduced -28.6k -28,587
79 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 166,071166.1k $3.7m $3.7m 0.00% Added +30.3k +30,300
80 SIGNATUREFD, LLC 0.05% of their portfolio ATLANTA, GA 158,606158.6k $3.5m $3.5m 0.05% Reduced -10.3k -10,307
81 Lantz Financial LLC 0.63% of their portfolio NAPERVILLE, IL 153,534153.5k $3.4m $3.4m 0.63% Added +20.9k +20,867
82 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 152,629152.6k $3.4m $3.4m 0.01% Reduced -6.9k -6,902
83 Ashton Thomas Private Wealth, LLC 0.07% of their portfolio SCOTTSDALE, AZ 149,193149.2k $3.3m $3.3m 0.07% Added +2.0k +2,002
84 Old Port Advisors 0.65% of their portfolio PORTLAND, ME 147,267147.3k $3.3m $3.3m 0.65% Reduced -71.8k -71,831
85 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 147,253147.3k $3.3m $3.3m 0.01% Added +11.3k +11,268
86 HOWLAND CAPITAL MANAGEMENT LLC 0.11% of their portfolio BOSTON, MA 141,960142.0k $3.2m $3.2m 0.11% Added +25.0k +25,000
87 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 141,398141.4k $3.2m $3.2m 0.02% Reduced -3.6k -3,560
88 Cornerstone Planning, LLC 0.73% of their portfolio CHARLOTTE, NC 140,835140.8k $3.2m $3.2m 0.73% Added +2.6k +2,641
89 Gradient Investments LLC 0.04% of their portfolio ARDEN HILLS, MN 139,414139.4k $3.1m $3.1m 0.04% Reduced -7.2k -7,195
90 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 135,043135.0k $3.0m $3.0m 0.01% Reduced -2.3k -2,292
91 Hobbs Group Advisors, LLC 0.79% of their portfolio COLUMBIA, SC 134,164134.2k $3.0m $3.0m 0.79% New
92 Wealthspire Advisors, LLC 0.02% of their portfolio NEW YORK, NY 133,738133.7k $3.0m $3.0m 0.02% Added +4.3k +4,277
93 Parallel Advisors, LLC 0.05% of their portfolio SAN FRANCISCO, CA 133,053133.1k $3.0m $3.0m 0.05% Added +9.7k +9,712
94 SCS Capital Management LLC 0.03% of their portfolio BOSTON, MA 129,201129.2k $2.9m $2.9m 0.03% Reduced -1.3k -1,342
95 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 121,375121.4k $2.7m $2.7m 0.00% Unchanged
96 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 119,908119.9k $2.7m $2.7m 0.03% Added +5.2k +5,199
97 Centennial Advisors, LLC 3.15% of their portfolio AUSTIN, TX 118,022118.0k $2.6m $2.6m 3.15% Added +8.8k +8,769
98 Pinnacle Financial Partners, Inc. 0.02% of their portfolio ATLANTA, GA 112,937112.9k $2.5m $2.5m 0.02% Added +5.6k +5,638
99 Mechanics Bank Trust Department 0.29% of their portfolio Walnut Creek, CA 103,000103.0k $2.3m $2.3m 0.29% Reduced -3.0k -3,000
100 Hughes Financial Services, LLC 0.31% of their portfolio HERNDON, VA 102,916102.9k $2.3m $2.3m 0.31% Added +2.7k +2,680