Vault-13

ISHARES TR IBTG

IBONDS 26 TRM TS · ETP · CUSIP 46436E858

283 institutional holders +17 vs Q1 2025
70,098,57070.1m shares reported held*
$1.6bnreported value*
29 new 137 added 71 reduced 10 sold out net bought ≈ $136.6m (+5.9m 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 ($326.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $22.97.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 36Q4 22: 71Q1 23: 87Q2 23: 101Q3 23: 107Q4 23: 160Q1 24: 178Q2 24: 191Q3 24: 212Q4 24: 250Q1 25: 266Q2 25: 283283Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202236
Q4 202271
Q1 202387
Q2 2023101
Q3 2023107
Q4 2023160
Q1 2024178
Q2 2024191
Q3 2024212
Q4 2024250
Q1 2025266
Q2 2025283

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 23: 78 bought or addedQ3 23: 26 cut or sold outQ4 23: 126 bought or addedQ4 23: 20 cut or sold outQ4 23Q1 24: 134 bought or addedQ1 24: 33 cut or sold outQ2 24: 127 bought or addedQ2 24: 41 cut or sold outQ2 24Q3 24: 143 bought or addedQ3 24: 45 cut or sold outQ4 24: 176 bought or addedQ4 24: 44 cut or sold outQ4 24Q1 25: 174 bought or addedQ1 25: 64 cut or sold outQ2 25: 166 bought or addedQ2 25: 81 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20237826
Q4 202312620
Q1 202413433
Q2 202412741
Q3 202414345
Q4 202417644
Q1 202517464
Q2 202516681

Biggest buyers

NorthCoast Asset Management LLC Added +678,869+678.9k
RAYMOND JAMES FINANCIAL INC Added +577,686+577.7k
ROYAL BANK OF CANADA Added +486,681+486.7k
Stratos Wealth Advisors, LLC Added +454,468+454.5k
Connecticut Wealth Management, LLC Added +427,103+427.1k
BANK OF AMERICA CORP /DE/ Added +398,379+398.4k
HM PAYSON & CO Added +340,735+340.7k
UNITED CAPITAL FINANCIAL ADVISORS, LLC Added +318,223+318.2k
McGuire Investment Group, LLC New +318,186+318.2k
OneAscent Financial Services LLC Added +260,355+260.4k

Biggest sellers

BAILARD, INC. Reduced -534,528-534.5k
MORGAN STANLEY Reduced -131,229-131.2k
Thrivent Financial for Lutherans Reduced -119,944-119.9k
Steward Partners Investment Advisory, LLC Reduced -118,675-118.7k
JANE STREET GROUP, LLC Sold out -97,069-97.1k
NewEdge Advisors, LLC Reduced -69,853-69.9k
AMERIPRISE FINANCIAL INC Reduced -68,724-68.7k
UBS Group AG Reduced -65,190-65.2k
Stratos Wealth Partners, LTD. Reduced -56,541-56.5k
D.A. DAVIDSON & CO. Reduced -50,819-50.8k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NorthCoast Asset Management LLC 0.52% of their portfolio STAMFORD, CT 5,260,4575.3m $120.6m $120.6m 0.52% Added +678.9k +678,869
2 HM PAYSON & CO 1.84% of their portfolio PORTLAND, ME 5,054,5645.1m $115.9m $115.9m 1.84% Added +340.7k +340,735
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,805,0893.8m $87.3m $87.3m 0.01% Reduced -131.2k -131,229
4 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 3,643,6243.6m $83.5m $83.5m 0.01% Added +398.4k +398,379
5 Focus Partners Wealth 0.16% of their portfolio ST LOUIS, MO 3,160,7443.2m $72.5m $72.5m 0.16% Added +111.3k +111,343
6 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 2,889,5912.9m $66.3m $66.3m 0.01% Added +130.3k +130,252
7 Capital Investment Advisors, LLC 0.99% of their portfolio ATLANTA, GA 2,336,3932.3m $55.9m $55.9m 0.99% Reduced -14.6k -14,594
8 NewEdge Advisors, LLC 0.21% of their portfolio NEW ORLEANS, LA 1,780,7491.8m $40.8m $40.8m 0.21% Reduced -69.9k -69,853
9 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 1,778,3241.8m $40.8m $40.8m 0.01% Added +577.7k +577,686
10 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,513,8611.5m $34.7m $34.7m 0.01% Reduced -65.2k -65,190
11 SUMMITRY LLC 1.51% of their portfolio Foster City, CA 1,455,5501.5m $33.4m $33.4m 1.51% Added +56.1k +56,132
12 Financial Advisory Corp 5.00% of their portfolio Grand Rapids, MI 1,420,5331.4m $32.6m $32.6m 5.00% Added +12.1k +12,129
13 Integrated Wealth Concepts LLC 0.31% of their portfolio WALTHAM, MA 1,344,6361.3m $30.8m $30.8m 0.31% Added +96.5k +96,495
14 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,205,8921.2m $27.7m $27.7m 0.01% Added +121.5k +121,503
15 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,128,5861.1m $25.9m $25.9m 0.01% Added +250.2k +250,224
16 Apollon Wealth Management, LLC 0.45% of their portfolio MOUNT PLEASANT, SC 987,956988.0k $22.7m $22.7m 0.45% Added +17.1k +17,099
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 965,664965.7k $22.1m $22.1m 0.00% Added +486.7k +486,681
18 Connecticut Wealth Management, LLC 0.91% of their portfolio FARMINGTON, CT 835,276835.3k $19.2m $19.2m 0.91% Added +427.1k +427,103
19 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 784,753784.8k $18.0m $18.0m 0.01% Added +37.4k +37,443
20 Denver PWM, LLC 5.58% of their portfolio DENVER, CO 780,842780.8k $17.9m $17.9m 5.58% Added +102.1k +102,089
21 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.29% of their portfolio MINNEAPOLIS, MN 747,142747.1k $17.1m $17.1m 0.29% Added +77.0k +77,028
22 Carnegie Investment Counsel 0.34% of their portfolio PEPPER PIKE, OH 734,491734.5k $16.8m $16.8m 0.34% Added +61.5k +61,464
23 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.13% of their portfolio IRVING, TX 674,775674.8k $15.5m $15.5m 0.13% Added +318.2k +318,223
24 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 672,561672.6k $15.4m $15.4m 0.03% Reduced -39.7k -39,666
25 Krilogy Financial LLC 0.88% of their portfolio ST. LOUIS, MO 667,853667.9k $15.3m $15.3m 0.88% Added +19.3k +19,333
26 MERCER GLOBAL ADVISORS INC /ADV 0.03% of their portfolio DENVER, CO 651,224651.2k $14.9m $14.9m 0.03% Added +192.3k +192,345
27 Stratos Wealth Partners, LTD. 0.20% of their portfolio BEACHWOOD, OH 640,463640.5k $14.7m $14.7m 0.20% Reduced -56.5k -56,541
28 MV CAPITAL MANAGEMENT, INC. 1.39% of their portfolio BETHESDA, MD 590,467590.5k $13.5m $13.5m 1.39% Reduced -8.1k -8,079
29 MKT Advisors LLC 4.98% of their portfolio CARLSBAD, CA 550,370550.4k $12.6m $12.6m 4.98% Added +16.8k +16,794
30 Stratos Wealth Advisors, LLC 0.61% of their portfolio BEACHWOOD, OH 507,700507.7k $11.6m $11.6m 0.61% Added +454.5k +454,468
31 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 497,407497.4k $11.4m $11.4m 0.02% Added +21.3k +21,323
32 Scissortail Wealth Management, LLC 2.72% of their portfolio TULSA, OK 493,150493.1k $11.3m $11.3m 2.72% Added +9.1k +9,149
33 OneAscent Financial Services LLC 0.80% of their portfolio BIRMINGHAM, AL 490,666490.7k $11.2m $11.2m 0.80% Added +260.4k +260,355
34 Delta Wealth Advisors LLC 8.83% of their portfolio INDIANAPOLIS, IN 459,748459.7k $10.5m $10.5m 8.83% Reduced -39.1k -39,090
35 Wealth Management Strategies, Inc. 5.66% of their portfolio PITTSBURGH, PA 459,281459.3k $10.5m $10.5m 5.66% Added +66.7k +66,719
36 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 443,443443.4k $10.2m $10.2m 0.01% Reduced -27.7k -27,690
37 Baltimore-Washington Financial Advisors, Inc. 0.46% of their portfolio Columbia, MD 435,120435.1k $10.0m $10.0m 0.46% Reduced -47.5k -47,488
38 Apella Capital, LLC 0.26% of their portfolio WEST HARTFORD, CT 424,481424.5k $9.7m $9.7m 0.26% Added +56.5k +56,457
39 Stephens Consulting, LLC 2.23% of their portfolio FLINT, MI 406,623406.6k $9.3m $9.3m 2.23% Added +4.5k +4,462
40 Sanctuary Advisors, LLC 0.06% of their portfolio INDIANAPOLIS, IN 405,509405.5k $9.3m $9.3m 0.06% Added +19.9k +19,943
41 Stonebridge Financial Group, LLC 0.87% of their portfolio Wormleysburg, PA 389,673389.7k $8.9m $8.9m 0.87% Added +10.9k +10,891
42 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 372,840372.8k $8.5m $8.5m 0.01% Reduced -1.4k -1,403
43 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 367,389367.4k $8.4m $8.4m 0.01% Added +57.6k +57,625
44 Strategic Blueprint, LLC 0.39% of their portfolio ATLANTA, GA 349,880349.9k $8.0m $8.0m 0.39% Added +68.8k +68,765
45 Asset Advisors Investment Management, LLC 0.78% of their portfolio AUGUSTA, GA 346,169346.2k $7.9m $7.9m 0.78% Added +48.8k +48,820
46 Financial Engines Advisors L.L.C. 0.02% of their portfolio SANTA CLARA, CA 340,662340.7k $7.8m $7.8m 0.02% Reduced -42.1k -42,118
47 SHELTON WEALTH MANAGEMENT, LLC 3.81% of their portfolio FORT WORTH, TX 329,329329.3k $7.6m $7.6m 3.81% Added +16.3k +16,331
48 McGuire Investment Group, LLC 0.93% of their portfolio WAKEFIELD, RI 318,186318.2k $7.3m $7.3m 0.93% New
49 Global Retirement Partners, LLC 0.18% of their portfolio San Rafael, CA 310,291310.3k $7.1m $7.1m 0.18% First filing
50 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 302,181302.2k $6.9m $6.9m 0.02% Added +41.7k +41,670
51 TITLEIST ASSET MANAGEMENT, LLC 0.69% of their portfolio SAN ANTONIO, TX 300,277300.3k $6.9m $6.9m 0.69% Added +18.6k +18,550
52 Mesirow Financial Investment Management, Inc. 0.13% of their portfolio CHICAGO, IL 299,583299.6k $6.9m $6.9m 0.13% Reduced -660 -660
53 CENTRAL TRUST Co 0.16% of their portfolio JEFFERSON CITY, MO 297,191297.2k $6.8m $6.8m 0.16% Added +21.8k +21,796
54 Steward Partners Investment Advisory, LLC 0.05% of their portfolio STAMFORD, CT 278,439278.4k $6.4m $6.4m 0.05% Reduced -118.7k -118,675
55 EIGHT 31 FINANCIAL, LLC 4.05% of their portfolio MIDLAND, TX 267,196267.2k $6.1m $6.1m 4.05% Added +6.4k +6,428
56 Midwest Professional Planners, LTD. 1.58% of their portfolio WAUSAU, WI 262,423262.4k $6.0m $6.0m 1.58% Added +43.8k +43,797
57 KOM Wealth Management Group, LLC 4.41% of their portfolio APPLETON, WI 242,524242.5k $5.6m $5.6m 4.41% Reduced -13.0k -13,046
58 Lido Advisors, LLC 0.03% of their portfolio Los Angeles, CA 241,829241.8k $5.5m $5.5m 0.03% Reduced -10.9k -10,879
59 Sound View Wealth Advisors Group, LLC 0.41% of their portfolio SAVANNAH, GA 241,272241.3k $5.5m $5.5m 0.41% New
60 BOSTON FAMILY OFFICE LLC 0.34% of their portfolio BOSTON, MA 226,379226.4k $5.2m $5.2m 0.34% Added +25.5k +25,491
61 LEAVELL INVESTMENT MANAGEMENT, INC. 0.23% of their portfolio MOBILE, AL 224,028224.0k $5.1m $5.1m 0.23% Reduced -18.1k -18,078
62 MOSELEY INVESTMENT MANAGEMENT INC 1.67% of their portfolio BRADENTON, FL 211,555211.6k $4.9m $4.9m 1.67% Added +166.6k +166,555
63 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 210,134210.1k $4.8m $4.8m 0.00% Reduced -68.7k -68,724
64 Mariner, LLC 0.01% of their portfolio Overland Park, KS 204,722204.7k $4.7m $4.7m 0.01% Added +22.4k +22,441
65 D.A. DAVIDSON & CO. 0.03% of their portfolio GREAT FALLS, MT 202,673202.7k $4.6m $4.6m 0.03% Reduced -50.8k -50,819
66 Gradient Investments LLC 0.08% of their portfolio ARDEN HILLS, MN 200,526200.5k $4.6m $4.6m 0.08% Added +7.3k +7,268
67 Prospera Financial Services Inc 0.08% of their portfolio Dallas, TX 196,416196.4k $4.5m $4.5m 0.08% Added +82.3k +82,293
68 Atlantic Private Wealth, LLC 3.00% of their portfolio CHAPEL HILL, NC 194,920194.9k $4.5m $4.5m 3.00% Added +65.5k +65,489
69 Eldridge Investment Advisors, Inc. 0.93% of their portfolio MANCHESTER, NH 194,779194.8k $4.5m $4.5m 0.93% Added +2.5k +2,533
70 BlackRock, Inc. 0.00% of their portfolio New York, NY 185,129185.1k $4.2m $4.2m 0.00% Added +31.7k +31,726
71 Atria Wealth Solutions, Inc. 0.09% of their portfolio NEW YORK, NY 179,051179.1k $4.1m $4.1m 0.09% Reduced -12.4k -12,440
72 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 176,754176.8k $4.0m $4.0m 0.01% Added +20.9k +20,855
73 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 176,257176.3k $4.0m $4.0m 0.01% Added +8.8k +8,761
74 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 174,584174.6k $4.0m $4.0m 0.01% Added +8.4k +8,407
75 Flavin Financial Services, Inc. 3.86% of their portfolio MELBOURNE, FL 173,485173.5k $4.0m $4.0m 3.86% Reduced -3.9k -3,884
76 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 168,532168.5k $3.9m $3.9m 0.02% Added +140.6k +140,606
77 REBALANCE, LLC 0.26% of their portfolio PALO ALTO, CA 168,144168.1k $3.9m $3.9m 0.26% Added +98.5k +98,480
78 MAI Capital Management 0.03% of their portfolio INDEPENDENCE, OH 165,330165.3k $3.8m $3.8m 0.03% Added +875 +875
79 Probity Advisors, Inc. 0.65% of their portfolio DALLAS, TX 160,455160.5k $3.7m $3.7m 0.65% Added +7.1k +7,143
80 HOWLAND CAPITAL MANAGEMENT LLC 0.15% of their portfolio BOSTON, MA 157,661157.7k $3.6m $3.6m 0.15% Added +12.3k +12,293
81 SIGNATUREFD, LLC 0.06% of their portfolio ATLANTA, GA 150,437150.4k $3.4m $3.4m 0.06% Added +59.8k +59,836
82 Stockman Wealth Management, Inc. 0.46% of their portfolio BILLINGS, MT 149,045149.0k $3.4m $3.4m 0.46% Added +7.8k +7,841
83 Belpointe Asset Management LLC 0.14% of their portfolio RENO, NV 144,397144.4k $3.3m $3.3m 0.14% Added +117.2k +117,165
84 IFP Advisors, Inc 0.09% of their portfolio TAMPA, FL 142,224142.2k $3.3m $3.3m 0.09% Reduced -1.8k -1,806
85 Accretive Wealth Partners, LLC 1.06% of their portfolio PARSIPPANY, NJ 140,504140.5k $3.2m $3.2m 1.06% Added +9.2k +9,192
86 Valmark Advisers, Inc. 0.04% of their portfolio AKRON, OH 138,197138.2k $3.2m $3.2m 0.04% Added +10.4k +10,358
87 Wealthspire Advisors, LLC 0.02% of their portfolio NEW YORK, NY 135,573135.6k $3.1m $3.1m 0.02% Reduced -1.3k -1,268
88 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 135,115135.1k $3.1m $3.1m 0.01% Added +2.1k +2,090
89 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 134,975135.0k $3.1m $3.1m 0.01% Added +39.0k +38,983
90 COUNTRY CLUB BANK 0.19% of their portfolio KANSAS CITY, MO 130,793130.8k $3.0m $3.0m 0.19% Reduced -6.3k -6,260
91 BAILARD, INC. 0.07% of their portfolio Foster City, CA 125,079125.1k $2.9m $2.9m 0.07% Reduced -534.5k -534,528
92 LITTLEJOHN FINANCIAL SERVICES, INC. 2.19% of their portfolio ROSEBURG, OR 123,820123.8k $2.8m $2.8m 2.19% Added +4.4k +4,362
93 Lantz Financial LLC 0.71% of their portfolio NAPERVILLE, IL 123,672123.7k $2.8m $2.8m 0.71% Added +9.6k +9,554
94 Portland Global Advisors LLC 0.30% of their portfolio PORTLAND, ME 110,055110.1k $2.5m $2.5m 0.30% Added +8.8k +8,767
95 Black Swift Group, LLC 0.48% of their portfolio BOULDER, CO 103,300103.3k $2.4m $2.4m 0.48% Reduced -1.1k -1,150
96 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 102,247102.2k $2.3m $2.3m 0.03% Added +3.5k +3,479
97 SCS Capital Management LLC 0.03% of their portfolio BOSTON, MA 101,026101.0k $2.3m $2.3m 0.03% Added +195 +195
98 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 100,762100.8k $2.3m $2.3m 0.01% Reduced -706 -706
99 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 98,67698.7k $2.3m $2.3m 0.02% Added +5.1k +5,062
100 Hughes Financial Services, LLC 0.39% of their portfolio HERNDON, VA 98,37098.4k $2.2m $2.2m 0.39% Added +3.2k +3,211