Vault-13

ISHARES TR IBCA

IBONDS DEC 2035 · ETP · CUSIP 46438G372

93 institutional holders +15 vs Q1 2026
10,752,39410.8m shares reported held*
$275.3mreported value*
19 new 46 added 12 reduced 3 sold out net bought ≈ $29.2m (+1.1m 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 ≈ $25.61.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q1 25: 3Q2 25: 12Q3 25: 29Q4 25: 62Q1 26: 78Q2 26: 9393Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 20253
Q2 202512
Q3 202529
Q4 202562
Q1 202678
Q2 202693

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 26Q2 26: 65 bought or addedQ2 26: 15 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q2 2025112
Q3 2025282
Q4 2025543
Q1 2026666
Q2 20266515

Biggest buyers

Capital Investment Advisors, LLC Added +250,409+250.4k
BANK OF AMERICA CORP /DE/ Added +128,883+128.9k
MORGAN STANLEY Added +80,184+80.2k
Marathon Mission, Inc. New +70,199+70.2k
HighTower Advisors, LLC Added +54,703+54.7k
Paradigm, Strategies in Wealth Management, LLC Added +46,053+46.1k
HANCOCK WHITNEY CORP Added +45,214+45.2k
LYELL WEALTH MANAGEMENT, LP New +42,150+42.1k
Kestra Advisory Services, LLC Added +41,487+41.5k
Probity Advisors, Inc. Added +39,060+39.1k

Biggest sellers

Addison Advisors LLC Reduced -84,679-84.7k
CITADEL ADVISORS LLC Sold out -65,775-65.8k
BENJAMIN EDWARDS INC Reduced -25,485-25.5k
Atlantic Union Bankshares Corp Reduced -20,855-20.9k
ENVESTNET ASSET MANAGEMENT INC Reduced -7,968-8.0k
Archford Capital Strategies, LLC Reduced -4,701-4.7k
Krilogy Financial LLC Reduced -4,340-4.3k
Lido Advisors, LLC Reduced -1,946-1.9k
Reliant Wealth Planning Reduced -1,567-1.6k
Knights of Columbus Asset Advisors LLC Sold out -1,437-1.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Capital Investment Advisors, LLC 0.86% of their portfolio ATLANTA, GA 2,536,0592.5m $64.9m $64.9m 0.86% Added +250.4k +250,409
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 935,348935.3k $24.0m $24.0m 0.00% Added +128.9k +128,883
3 Arrow Financial Corp 1.41% of their portfolio Glens Falls, NY 615,529615.5k $15.8m $15.8m 1.41% Added +28.6k +28,612
4 MB, LEVIS & ASSOCIATES, LLC 5.12% of their portfolio CENTER VALLEY, PA 542,068542.1k $13.9m $13.9m 5.12% Added +6.3k +6,266
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 526,169526.2k $13.5m $13.5m 0.00% Added +80.2k +80,184
6 MV CAPITAL MANAGEMENT, INC. 1.07% of their portfolio BETHESDA, MD 473,436473.4k $12.1m $12.1m 1.07% Added +14.2k +14,235
7 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 402,155402.2k $10.3m $10.3m 0.01% Added +54.7k +54,703
8 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 392,949392.9k $10.1m $10.1m 0.00% Added +9.5k +9,507
9 Guidance Point Advisors, LLC 1.50% of their portfolio Wellesley, MA 278,043278.0k $7.1m $7.1m 1.50% Added +14.3k +14,345
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 269,611269.6k $6.9m $6.9m 0.00% Added +4.0k +3,960
11 Lido Advisors, LLC 0.02% of their portfolio Los Angeles, CA 249,475249.5k $6.4m $6.4m 0.02% Reduced -1.9k -1,946
12 UBS Group AG 0.00% of their portfolio ZURICH, V8 226,928226.9k $5.8m $5.8m 0.00% Added +33.9k +33,934
13 Krilogy Financial LLC 0.15% of their portfolio ST. LOUIS, MO 201,612201.6k $5.2m $5.2m 0.15% Reduced -4.3k -4,340
14 Paradigm, Strategies in Wealth Management, LLC 3.03% of their portfolio Maple Grove, MN 194,436194.4k $5.0m $5.0m 3.03% Added +46.1k +46,053
15 4Thought Financial Group Inc. 2.25% of their portfolio SYOSSET, NY 187,049187.0k $4.8m $4.8m 2.25% Added +7.6k +7,583
16 Probity Advisors, Inc. 0.66% of their portfolio DALLAS, TX 179,280179.3k $4.6m $4.6m 0.66% Added +39.1k +39,060
17 BENJAMIN EDWARDS INC 0.04% of their portfolio Clayton, MO 157,496157.5k $4.0m $4.0m 0.04% Reduced -25.5k -25,485
18 HANCOCK WHITNEY CORP 0.06% of their portfolio GULFPORT, MS 150,100150.1k $3.8m $3.8m 0.06% Added +45.2k +45,214
19 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 120,419120.4k $3.1m $3.1m 0.00% Added +31.4k +31,376
20 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 111,642111.6k $2.8m $2.8m 0.00% Added +36.8k +36,790
21 Addison Advisors LLC 1.23% of their portfolio MIDDLEBURY, VT 101,327101.3k $2.6m $2.6m 1.23% Reduced -84.7k -84,679
22 Stonebrook Private Inc. 0.44% of their portfolio NORTHVILLE, MI 93,68793.7k $2.4m $2.4m 0.44% Added +1.5k +1,524
23 ADIRONDACK TRUST CO 0.70% of their portfolio SARATOGA SPRINGS, NY 92,23292.2k $2.4m $2.4m 0.70% Added +10.2k +10,196
24 INSTRUMENTAL WEALTH, LLC 1.19% of their portfolio TAMPA, FL 91,78791.8k $2.4m $2.4m 1.19% Added +390 +390
25 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 86,83986.8k $2.2m $2.2m 0.00% Added +30.2k +30,238
26 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 85,99286.0k $2.2m $2.2m 0.01% Added +41.5k +41,487
27 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 80,45780.5k $2.1m $2.1m 0.00% Added +13.8k +13,776
28 J.W. COLE ADVISORS, INC. 0.03% of their portfolio TAMPA, FL 77,81277.8k $2.0m $2.0m 0.03% Added +1.5k +1,522
29 Archford Capital Strategies, LLC 0.20% of their portfolio SWANSEA, IL 76,14376.1k $2.0m $2.0m 0.20% Reduced -4.7k -4,701
30 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 75,05075.0k $1.9m $1.9m 0.00% Reduced -8.0k -7,968
31 Marathon Mission, Inc. 0.90% of their portfolio ALBANY, NY 70,19970.2k $1.8m $1.8m 0.90% New
32 Atlantic Union Bankshares Corp 0.03% of their portfolio GLEN ALLEN, VA 60,87160.9k $1.6m $1.6m 0.03% Reduced -20.9k -20,855
33 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 52,16652.2k $1.3m $1.3m 0.00% Added +4.3k +4,295
34 MCF Advisors LLC 0.04% of their portfolio LEXINGTON, KY 47,41947.4k $1.2m $1.2m 0.04% Unchanged
35 Stokes Family Office, LLC 0.13% of their portfolio NEW ORLEANS, LA 44,95045.0k $1.2m $1.2m 0.13% Added +18.9k +18,950
36 LYELL WEALTH MANAGEMENT, LP 0.07% of their portfolio MENLO PARK, CA 42,15042.1k $1.1m $1.1m 0.07% New
37 Segment Wealth Management, LLC 0.05% of their portfolio HOUSTON, TX 39,00039.0k $998.8k $998.8k 0.05% Added +10.8k +10,790
38 Gilbert & Cook, Inc. 0.11% of their portfolio WEST DES MOINES, IA 38,27038.3k $980.1k $980.1k 0.11% Unchanged
39 Associated Banc-Corp 0.02% of their portfolio Green Bay, WI 37,73137.7k $966.3k $966.3k 0.02% Added +6.3k +6,310
40 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.01% of their portfolio MINNEAPOLIS, MN 37,67337.7k $964.8k $964.8k 0.01% Added +25.1k +25,137
41 COLDSTREAM CAPITAL MANAGEMENT INC 0.01% of their portfolio BELLEVUE, WA 36,80936.8k $942.7k $942.7k 0.01% Unchanged
42 Parallel Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 34,14134.1k $874.4k $874.4k 0.01% Added +4.2k +4,160
43 Daviman Financial, LLC 0.47% of their portfolio FISHERS, IN 32,93232.9k $843.4k $843.4k 0.47% Added +4.6k +4,618
44 LITTLE HOUSE CAPITAL LLC 0.19% of their portfolio BRAINTREE, MA 32,66932.7k $836.6k $836.6k 0.19% Added +1.1k +1,118
45 DEARBORN PARTNERS LLC 0.02% of their portfolio CHICAGO, IL 32,34532.3k $825.0k $825.0k 0.02% Added +11.6k +11,640
46 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 31,97332.0k $818.8k $818.8k 0.00% New
47 CFG Wealth Management Services, Inc. 0.72% of their portfolio INDIANAPOLIS, XX 30,04230.0k $770.3k $770.3k 0.72% Unchanged
48 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 28,75228.8k $736.3k $736.3k 0.00% New
49 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 25,29925.3k $647.9k $647.9k 0.00% New
50 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 22,19322.2k $568.4k $568.4k 0.00% Added +10.8k +10,832
51 Koesten, Hirschmann & Crabtree, INC. 0.22% of their portfolio OVERLAND PARK, KS 20,21820.2k $517.8k $517.8k 0.22% New
52 COWA, LLC 0.13% of their portfolio Tulsa, OK 19,70019.7k $504.5k $504.5k 0.13% New
53 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 19,55319.6k $500.8k $500.8k 0.01% Added +2.7k +2,741
54 FIDUCIARY FINANCIAL ADVISORS 0.05% of their portfolio GRAND RAPIDS, MI 19,11619.1k $489.6k $489.6k 0.05% New
55 Valmark Advisers, Inc. 0.00% of their portfolio AKRON, OH 16,79416.8k $430.1k $430.1k 0.00% Added +1.0k +1,001
56 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 16,45116.5k $421.3k $421.3k 0.00% Added +976 +976
57 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 14,01414.0k $358.9k $358.9k 0.00% Added +1.5k +1,456
58 Reliant Wealth Planning 0.10% of their portfolio LOUISVILLE, KY 13,58013.6k $347.8k $347.8k 0.10% Reduced -1.6k -1,567
59 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 13,55413.6k $347.1k $347.1k 0.00% Reduced -445 -445
60 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 13,26413.3k $339.2k $339.2k 0.00% Added +2.4k +2,428
61 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 12,25712.3k $313.9k $313.9k 0.00% Added +1.5k +1,539
62 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 11,70811.7k $299.8k $299.8k 0.00% Reduced -208 -208
63 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 11,06111.1k $283.3k $283.3k 0.00% Unchanged
64 Belpointe Asset Management LLC 0.01% of their portfolio RENO, NV 11,02511.0k $282.4k $282.4k 0.01% New
65 Quantum Financial Advisors, LLC 0.03% of their portfolio SANTA MONICA, CA 10,60410.6k $271.6k $271.6k 0.03% Added +1.4k +1,420
66 Mutual Advisors, LLC 0.00% of their portfolio OMAHA, NE 10,18010.2k $260.7k $260.7k 0.00% Added +974 +974
67 Sarver Vrooman Wealth Advisors 0.15% of their portfolio KANSAS CITY, MO 10,12410.1k $258.0k $258.0k 0.15% Unchanged
68 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 10,01110.0k $256.4k $256.4k 0.00% Added +655 +655
69 Arkadios Wealth Advisors 0.00% of their portfolio ATLANTA, GA 10,00010.0k $256.1k $256.1k 0.00% Unchanged
70 CVA Family Office, LLC 0.02% of their portfolio DENVER, CO 9,5009.5k $243.3k $243.3k 0.02% Unchanged
71 FULTON BREAKEFIELD BROENNIMAN LLC 0.01% of their portfolio Bethesda, MD 9,2759.3k $237.5k $237.5k 0.01% New
72 ROMANO BROTHERS AND COMPANY 0.02% of their portfolio EVANSTON, IL 9,2429.2k $236.7k $236.7k 0.02% New
73 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 9,1529.2k $234.4k $234.4k 0.01% Unchanged
74 Gradient Capital Advisors, LLC 0.05% of their portfolio SAN DIEGO, CA 8,7338.7k $223.7k $223.7k 0.05% New
75 First National Trust Co 0.01% of their portfolio Johnstown, PA 8,1968.2k $209.9k $209.9k 0.01% Reduced -343 -343
76 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 8,0748.1k $206.8k $206.8k 0.00% New
77 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 7,8467.8k $200.9k $200.9k 0.00% New
78 CNB Bank 0.06% of their portfolio CLEARFIELD, PA 5,9465.9k $152.3k $152.3k 0.06% Added +283 +283
79 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 5,2185.2k $133.6k $133.6k 0.00% Added +3.0k +3,012
80 Hyposwiss Advisors SA 0.10% of their portfolio GENEVA, V8 4,1054.1k $105.1k $105.1k 0.10% Unchanged
81 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 3,2643.3k $83.6k $83.6k 0.00% Added +40 +40
82 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,2592.3k $57.9k $57.9k 0.00% Unchanged
83 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 1,9522.0k $50.0k $50.0k 0.00% New
84 10Elms LLP 0.02% of their portfolio TULSA, OK 1,4001.4k $35.9k $35.9k 0.02% New
85 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 1,1531.2k $29.5k $29.5k 0.00% Unchanged
86 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 980980 $25.0k $25.0k 0.00% New
87 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 800800 $20.5k $20.5k 0.00% Unchanged
88 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 749749 $19.2k $19.2k 0.00% Unchanged
89 CENTRAL TRUST Co 0.00% of their portfolio JEFFERSON CITY, MO 745745 $19.1k $19.1k 0.00% Reduced -22 -22
90 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 729729 $18.7k $18.7k 0.00% New
91 MidFirst Bank 0.00% of their portfolio DENVER, CO 565565 $14.5k $14.5k 0.00% New
92 Bullock Wealth Management Group 0.01% of their portfolio BLOOMINGTON, IN 531531 $13.5k $13.5k 0.01% First filing
93 BlackRock, Inc. 0.00% of their portfolio New York, NY 5252 $1.3k $1.3k 0.00% Unchanged