Vault-13

ISHARES TR IBCA

IBONDS DEC 2035 · ETP · CUSIP 46438G372

78 institutional holders +16 vs Q4 2025
9,630,9159.6m shares reported held*
$246.9mreported value*
20 new 46 added 3 reduced 3 sold out net bought ≈ $80.1m (+3.1m 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. Holder counts are more reliable. Implied quarter-end price ≈ $25.64.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100Q1 25: 3Q2 25: 12Q3 25: 29Q4 25: 62Q1 26: 7878Q1 25Q2 25Q3 25Q4 25Q1 26
Numbers
QuarterHolders
Q1 20253
Q2 202512
Q3 202529
Q4 202562
Q1 202678

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 25: 11 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 28 bought or addedQ3 25: 2 cut or sold outQ3 25Q4 25: 54 bought or addedQ4 25: 3 cut or sold outQ4 25Q1 26: 66 bought or addedQ1 26: 6 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2025112
Q3 2025282
Q4 2025543
Q1 2026666

Biggest buyers

Capital Investment Advisors, LLC Added +569,900+569.9k
MV CAPITAL MANAGEMENT, INC. Added +423,013+423.0k
AMERIPRISE FINANCIAL INC New +383,442+383.4k
HighTower Advisors, LLC Added +312,219+312.2k
MORGAN STANLEY Added +221,660+221.7k
HANCOCK WHITNEY CORP Added +74,012+74.0k
RAYMOND JAMES FINANCIAL INC Added +73,778+73.8k
Paradigm, Strategies in Wealth Management, LLC Added +71,144+71.1k
Lido Advisors, LLC Added +69,718+69.7k
CITADEL ADVISORS LLC New +65,775+65.8k

Biggest sellers

StoneX Group Inc. Sold out -15,697-15.7k
McGlone Suttner Wealth Management, Inc. Sold out -8,534-8.5k
Stratos Wealth Partners, LTD. Sold out -8,378-8.4k
4Thought Financial Group Inc. Reduced -647-647
Atria Investments, Inc Reduced -248-248
CNB Bank Reduced -26-26

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Capital Investment Advisors, LLC 0.86% of their portfolio ATLANTA, GA 2,285,6502.3m $58.6m $58.6m 0.86% Added +569.9k +569,900
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 806,465806.5k $20.7m $20.7m 0.00% Added +62.2k +62,169
3 Arrow Financial Corp 1.51% of their portfolio Glens Falls, NY 586,917586.9k $15.0m $15.0m 1.51% Added +18.4k +18,350
4 MB, LEVIS & ASSOCIATES, LLC 5.73% of their portfolio CENTER VALLEY, PA 535,802535.8k $13.7m $13.7m 5.73% Added +6.0k +6,016
5 MV CAPITAL MANAGEMENT, INC. 1.16% of their portfolio BETHESDA, MD 459,201459.2k $11.8m $11.8m 1.16% Added +423.0k +423,013
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 445,985446.0k $11.4m $11.4m 0.00% Added +221.7k +221,660
7 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 383,442383.4k $9.8m $9.8m 0.00% New
8 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 347,452347.5k $8.9m $8.9m 0.01% Added +312.2k +312,219
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 265,651265.7k $6.8m $6.8m 0.00% Added +73.8k +73,778
10 Guidance Point Advisors, LLC 1.60% of their portfolio Wellesley, MA 263,698263.7k $6.8m $6.8m 1.60% Added +42.1k +42,051
11 Lido Advisors, LLC 0.03% of their portfolio Los Angeles, CA 251,421251.4k $6.4m $6.4m 0.03% Added +69.7k +69,718
12 Krilogy Financial LLC 0.17% of their portfolio ST. LOUIS, MO 205,952206.0k $5.3m $5.3m 0.17% Added +44.4k +44,439
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 192,994193.0k $4.9m $4.9m 0.00% Added +34.4k +34,387
14 Addison Advisors LLC 1.05% of their portfolio MIDDLEBURY, VT 186,006186.0k $4.8m $4.8m 1.05% Added +42.7k +42,728
15 BENJAMIN EDWARDS INC 0.05% of their portfolio Clayton, MO 182,981183.0k $4.7m $4.7m 0.05% Added +15.4k +15,356
16 4Thought Financial Group Inc. 2.28% of their portfolio SYOSSET, NY 179,466179.5k $4.6m $4.6m 2.28% Reduced -647 -647
17 Paradigm, Strategies in Wealth Management, LLC 2.58% of their portfolio Maple Grove, MN 148,383148.4k $3.8m $3.8m 2.58% Added +71.1k +71,144
18 Probity Advisors, Inc. 0.57% of their portfolio DALLAS, TX 140,220140.2k $3.6m $3.6m 0.57% Added +55.2k +55,164
19 HANCOCK WHITNEY CORP 0.05% of their portfolio GULFPORT, MS 104,886104.9k $2.7m $2.7m 0.05% Added +74.0k +74,012
20 Stonebrook Private Inc. 0.50% of their portfolio NORTHVILLE, MI 92,16392.2k $2.4m $2.4m 0.50% Added +4.9k +4,871
21 INSTRUMENTAL WEALTH, LLC 1.44% of their portfolio TAMPA, FL 91,39791.4k $2.3m $2.3m 1.44% Added +674 +674
22 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 89,04389.0k $2.3m $2.3m 0.00% Added +28.8k +28,778
23 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 83,01883.0k $2.1m $2.1m 0.00% Added +15.0k +15,002
24 ADIRONDACK TRUST CO 0.71% of their portfolio SARATOGA SPRINGS, NY 82,03682.0k $2.1m $2.1m 0.71% Added +51.4k +51,431
25 Atlantic Union Bankshares Corp 0.04% of their portfolio GLEN ALLEN, VA 81,72681.7k $2.1m $2.1m 0.04% Added +18.2k +18,245
26 Archford Capital Strategies, LLC 0.24% of their portfolio SWANSEA, IL 80,84480.8k $2.1m $2.1m 0.24% Added +4.4k +4,377
27 J.W. COLE ADVISORS, INC. 0.07% of their portfolio TAMPA, FL 76,29076.3k $2.0m $2.0m 0.07% Added +5.7k +5,706
28 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 74,85274.9k $1.9m $1.9m 0.00% Added +57.4k +57,354
29 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 66,68166.7k $1.7m $1.7m 0.00% Added +5.4k +5,440
30 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 65,77565.8k $1.7m $1.7m 0.00% New
31 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 56,60156.6k $1.5m $1.5m 0.00% Added +23.4k +23,436
32 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 47,87147.9k $1.2m $1.2m 0.00% Added +16.3k +16,331
33 MCF Advisors LLC 0.05% of their portfolio LEXINGTON, KY 47,41947.4k $1.2m $1.2m 0.05% Unchanged
34 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 44,50544.5k $1.1m $1.1m 0.00% Added +33.0k +33,000
35 Gilbert & Cook, Inc. 0.13% of their portfolio WEST DES MOINES, IA 38,27038.3k $981.2k $981.2k 0.13% Added +19.2k +19,185
36 COLDSTREAM CAPITAL MANAGEMENT INC 0.01% of their portfolio BELLEVUE, WA 36,80936.8k $943.8k $943.8k 0.01% Added +3.1k +3,055
37 LITTLE HOUSE CAPITAL LLC 0.21% of their portfolio BRAINTREE, MA 31,55131.6k $809.0k $809.0k 0.21% New
38 Associated Banc-Corp 0.02% of their portfolio Green Bay, WI 31,42131.4k $805.6k $805.6k 0.02% New
39 CFG Wealth Management Services, Inc. 0.70% of their portfolio INDIANAPOLIS, XX 30,04230.0k $770.3k $770.3k 0.70% Added +7.8k +7,820
40 Parallel Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 29,98130.0k $768.7k $768.7k 0.01% Added +11.7k +11,743
41 Daviman Financial, LLC 0.43% of their portfolio FISHERS, IN 28,31428.3k $726.0k $726.0k 0.43% Added +3.9k +3,920
42 Segment Wealth Management, LLC 0.04% of their portfolio HOUSTON, TX 28,21028.2k $723.3k $723.3k 0.04% New
43 Stokes Family Office, LLC 0.07% of their portfolio NEW ORLEANS, LA 26,00026.0k $666.6k $666.6k 0.07% Added +4.0k +4,000
44 DEARBORN PARTNERS LLC 0.03% of their portfolio CHICAGO, IL 20,70520.7k $526.9k $526.9k 0.03% Added +8.5k +8,547
45 CFO CAPITAL MANAGEMENT LLC 0.40% of their portfolio FAIRFIELD, CT 18,95018.9k $482.7k $482.7k 0.40% Added +4.3k +4,300
46 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 16,81216.8k $431.1k $431.1k 0.01% Added +329 +329
47 Valmark Advisers, Inc. 0.00% of their portfolio AKRON, OH 15,79315.8k $404.9k $404.9k 0.00% New
48 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 15,47515.5k $396.8k $396.8k 0.00% New
49 Reliant Wealth Planning 0.12% of their portfolio LOUISVILLE, KY 15,14715.1k $388.4k $388.4k 0.12% Unchanged
50 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 13,99914.0k $358.9k $358.9k 0.00% New
51 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 12,55812.6k $322.0k $322.0k 0.00% New
52 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.00% of their portfolio MINNEAPOLIS, MN 12,53612.5k $321.4k $321.4k 0.00% New
53 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 11,91611.9k $305.5k $305.5k 0.00% Reduced -248 -248
54 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 11,36111.4k $291.3k $291.3k 0.00% Added +1.3k +1,301
55 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 11,06111.1k $283.6k $283.6k 0.00% Unchanged
56 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 10,83610.8k $277.1k $277.1k 0.00% New
57 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 10,71810.7k $274.8k $274.8k 0.00% Unchanged
58 Sarver Vrooman Wealth Advisors 0.16% of their portfolio KANSAS CITY, MO 10,12410.1k $259.6k $259.6k 0.16% Unchanged
59 Arkadios Wealth Advisors 0.00% of their portfolio ATLANTA, GA 10,00010.0k $256.4k $256.4k 0.00% New
60 CVA Family Office, LLC 0.03% of their portfolio DENVER, CO 9,5009.5k $243.6k $243.6k 0.03% New
61 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 9,3569.4k $239.9k $239.9k 0.00% Added +9.1k +9,128
62 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 9,2069.2k $236.0k $236.0k 0.01% New
63 Quantum Financial Advisors, LLC 0.03% of their portfolio SANTA MONICA, CA 9,1849.2k $235.5k $235.5k 0.03% New
64 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 9,1529.2k $234.7k $234.7k 0.01% New
65 First National Trust Co 0.01% of their portfolio Johnstown, PA 8,5398.5k $218.9k $218.9k 0.01% New
66 CNB Bank 0.06% of their portfolio CLEARFIELD, PA 5,6635.7k $145.2k $145.2k 0.06% Reduced -26 -26
67 Hyposwiss Advisors SA 0.10% of their portfolio GENEVA, V8 4,1054.1k $105.3k $105.3k 0.10% Unchanged
68 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 3,2243.2k $82.7k $82.7k 0.00% Added +24 +24
69 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,2592.3k $57.9k $57.9k 0.00% Unchanged
70 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2,2062.2k $56.6k $56.6k 0.00% Added +733 +733
71 Knights of Columbus Asset Advisors LLC 0.00% of their portfolio NEW HAVEN, CT 1,4371.4k $36.8k $36.8k 0.00% Added +564 +564
72 BALLAST ADVISORS LLC 0.01% of their portfolio WOODBURY, MN 1,1811.2k $30.3k $30.3k 0.01% New
73 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 1,1531.2k $29.6k $29.6k 0.00% Added +578 +578
74 Cherry Tree Wealth Management, LLC 0.01% of their portfolio MINNETONKA, MN 1,0001.0k $25.6k $25.6k 0.01% Unchanged
75 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 800800 $20.5k $20.5k 0.00% New
76 CENTRAL TRUST Co 0.00% of their portfolio JEFFERSON CITY, MO 767767 $19.7k $19.7k 0.00% Added +1 +1
77 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 749749 $19.0k $19.0k 0.00% New
78 BlackRock, Inc. 0.00% of their portfolio New York, NY 5252 $1.3k $1.3k 0.00% Unchanged