Vault-13

ISHARES TR IBTP

IBONDS DEC 2034 · ETP · CUSIP 46438G646

63 institutional holders +8 vs Q1 2026
8,411,7158.4m shares reported held*
$213.6mreported value*
12 new 37 added 5 reduced 3 sold out net bought ≈ $27.7m (+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 ≈ $25.39.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q2 24: 4Q3 24: 10Q4 24: 23Q1 25: 40Q2 25: 47Q3 25: 51Q4 25: 53Q1 26: 55Q2 26: 6363Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q2 20244
Q3 202410
Q4 202423
Q1 202540
Q2 202547
Q3 202551
Q4 202553
Q1 202655
Q2 202663

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 24: 8 bought or addedQ3 24: 2 cut or sold outQ4 24: 18 bought or addedQ4 24: 2 cut or sold outQ4 24Q1 25: 35 bought or addedQ1 25: 4 cut or sold outQ2 25: 34 bought or addedQ2 25: 8 cut or sold outQ2 25Q3 25: 36 bought or addedQ3 25: 13 cut or sold outQ4 25: 36 bought or addedQ4 25: 16 cut or sold outQ4 25Q1 26: 34 bought or addedQ1 26: 15 cut or sold outQ2 26: 49 bought or addedQ2 26: 8 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202482
Q4 2024182
Q1 2025354
Q2 2025348
Q3 20253613
Q4 20253616
Q1 20263415
Q2 2026498

Biggest buyers

Atlantic Union Bankshares Corp Added +418,936+418.9k
STIFEL FINANCIAL CORP Added +218,560+218.6k
BENJAMIN EDWARDS INC Added +217,476+217.5k
Mariner, LLC New +55,149+55.1k
Bell Investment Advisors, Inc New +51,498+51.5k
CONFLUENCE INVESTMENT MANAGEMENT LLC Added +45,923+45.9k
D.A. DAVIDSON & CO. Added +37,159+37.2k
Arax Advisory Partners New +34,635+34.6k
Accretive Wealth Partners, LLC Added +31,463+31.5k
MORGAN STANLEY Added +30,832+30.8k

Biggest sellers

ROYAL BANK OF CANADA Reduced -298,012-298.0k
Atlantic Private Wealth, LLC Reduced -8,868-8.9k
AMERIPRISE FINANCIAL INC Reduced -6,644-6.6k
Keeler Thomas Management LLC Reduced -4,643-4.6k
Advisory Services Network, LLC Sold out -1,486-1.5k
WELLS FARGO & COMPANY/MN Reduced -1,295-1.3k
Root Financial Partners, LLC Sold out -268-268
Signature Resources Capital Management, LLC Sold out -107-107

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Atlantic Union Bankshares Corp 0.78% of their portfolio GLEN ALLEN, VA 1,849,2991.8m $46.9m $46.9m 0.78% Added +418.9k +418,936
2 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.38% of their portfolio ST. LOUIS, MO 965,101965.1k $24.5m $24.5m 0.38% Added +45.9k +45,923
3 SUMMITRY LLC 0.73% of their portfolio Foster City, CA 878,535878.5k $22.3m $22.3m 0.73% Added +15.1k +15,130
4 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 784,592784.6k $19.9m $19.9m 0.02% Added +218.6k +218,560
5 BENJAMIN EDWARDS INC 0.17% of their portfolio Clayton, MO 723,444723.4k $18.4m $18.4m 0.17% Added +217.5k +217,476
6 D.A. DAVIDSON & CO. 0.06% of their portfolio GREAT FALLS, MT 421,822421.8k $10.7m $10.7m 0.06% Added +37.2k +37,159
7 Atlantic Private Wealth, LLC 3.46% of their portfolio CHAPEL HILL, NC 222,302222.3k $5.6m $5.6m 3.46% Reduced -8.9k -8,868
8 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 208,648208.6k $5.3m $5.3m 0.01% Added +15.2k +15,187
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 183,785183.8k $4.7m $4.7m 0.00% Added +30.8k +30,832
10 Probity Advisors, Inc. 0.63% of their portfolio DALLAS, TX 174,395174.4k $4.4m $4.4m 0.63% Added +27.8k +27,817
11 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 170,974171.0k $4.4m $4.4m 0.00% Reduced -6.6k -6,644
12 Accretive Wealth Partners, LLC 0.99% of their portfolio PARSIPPANY, NJ 159,662159.7k $4.1m $4.1m 0.99% Added +31.5k +31,463
13 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 148,450148.4k $3.8m $3.8m 0.00% Added +18.2k +18,228
14 UBS Group AG 0.00% of their portfolio ZURICH, V8 134,267134.3k $3.4m $3.4m 0.00% Added +1.5k +1,470
15 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 124,529124.5k $3.2m $3.2m 0.00% Reduced -298.0k -298,012
16 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 114,247114.2k $2.9m $2.9m 0.00% Added +14.9k +14,857
17 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 108,728108.7k $2.8m $2.8m 0.02% Added +13.6k +13,568
18 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 105,033105.0k $2.7m $2.7m 0.00% Added +1.4k +1,401
19 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 80,54680.5k $2.0m $2.0m 0.00% Added +5.6k +5,557
20 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 58,29258.3k $1.5m $1.5m 0.00% Added +41 +41
21 Mariner, LLC 0.00% of their portfolio Overland Park, KS 55,14955.1k $1.4m $1.4m 0.00% New
22 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 54,88654.9k $1.4m $1.4m 0.00% Added +14.2k +14,229
23 Reliant Wealth Planning 0.37% of their portfolio LOUISVILLE, KY 52,38252.4k $1.3m $1.3m 0.37% Unchanged
24 Bell Investment Advisors, Inc 0.19% of their portfolio ORINDA, CA 51,49851.5k $1.3m $1.3m 0.19% New
25 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 50,18250.2k $1.3m $1.3m 0.00% Added +8.5k +8,547
26 Petros Family Wealth, LLC 0.69% of their portfolio BLOOMINGTON, MN 44,64844.6k $1.1m $1.1m 0.69% Added +3.5k +3,505
27 THOROUGHBRED FINANCIAL SERVICES, LLC 0.05% of their portfolio BRENTWOOD, TN 43,16643.2k $1.1m $1.1m 0.05% Added +23.1k +23,132
28 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 38,36238.4k $973.8k $973.8k 0.00% Added +3.9k +3,892
29 Arax Advisory Partners 0.01% of their portfolio NEW YORK, NY 34,63534.6k $879.2k $879.2k 0.01% New
30 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 31,82531.8k $807.9k $807.9k 0.00% Unchanged
31 L2 Asset Management, LLC 0.07% of their portfolio Wayland, MA 26,12526.1k $663.2k $663.2k 0.07% Added +1.2k +1,153
32 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 23,80523.8k $604.3k $604.3k 0.00% Added +1.8k +1,797
33 Krilogy Financial LLC 0.02% of their portfolio ST. LOUIS, MO 21,27521.3k $540.1k $540.1k 0.02% Added +3.7k +3,676
34 DEARBORN PARTNERS LLC 0.02% of their portfolio CHICAGO, IL 20,80520.8k $542.1k $542.1k 0.02% Added +11.7k +11,682
35 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 20,80220.8k $528.1k $528.1k 0.00% Added +37 +37
36 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 20,79620.8k $527.9k $527.9k 0.00% Reduced -1.3k -1,295
37 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 19,06019.1k $483.8k $483.8k 0.00% Added +3.4k +3,408
38 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 18,94118.9k $480.8k $480.8k 0.00% Added +8.6k +8,591
39 Apella Capital, LLC 0.01% of their portfolio WEST HARTFORD, CT 14,39714.4k $362.3k $362.3k 0.01% Unchanged
40 Single Point Partners, LLC 0.06% of their portfolio BOSTON, MA 13,04413.0k $331.1k $331.1k 0.06% New
41 Jacobi Capital Management LLC 0.01% of their portfolio PITTSTON, PA 11,47211.5k $291.2k $291.2k 0.01% Added +91 +91
42 Keeler Thomas Management LLC 0.10% of their portfolio Orem, UT 10,83510.8k $275.0k $275.0k 0.10% Reduced -4.6k -4,643
43 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 10,79010.8k $273.9k $273.9k 0.00% New
44 Old Mission Investment Co LLC 0.05% of their portfolio TRAVERSE CITY, MI 10,40510.4k $264.1k $264.1k 0.05% First filing
45 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 10,09510.1k $256.0k $256.0k 0.00% New
46 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 9,96510.0k $253.0k $253.0k 0.00% Added +5.0k +4,978
47 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 9,8099.8k $249.0k $249.0k 0.00% Added +2.0k +1,969
48 Vestmark Advisory Solutions, Inc. 0.00% of their portfolio Wakefield, MA 9,0839.1k $230.6k $230.6k 0.00% New
49 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 8,8718.9k $225.2k $225.2k 0.00% New
50 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 8,5518.6k $217.1k $217.1k 0.00% Unchanged
51 Guidance Point Advisors, LLC 0.05% of their portfolio Wellesley, MA 8,5308.5k $216.5k $216.5k 0.05% Added +252 +252
52 Bellecapital International Ltd. 0.02% of their portfolio ZURICH, V8 5,5795.6k $141.6k $141.6k 0.02% New
53 CNB Bank 0.05% of their portfolio CLEARFIELD, PA 5,0545.1k $128.3k $128.3k 0.05% Added +244 +244
54 Physician Wealth Advisors, Inc. 0.01% of their portfolio MIDVALE, UT 4,0004.0k $101.5k $101.5k 0.01% Unchanged
55 FIDUCIARY FINANCIAL ADVISORS 0.01% of their portfolio GRAND RAPIDS, MI 3,2953.3k $83.7k $83.7k 0.01% New
56 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,8392.8k $72.1k $72.1k 0.00% Added +1.0k +1,000
57 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 2,7362.7k $69.5k $69.5k 0.00% Added +9 +9
58 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 2,6382.6k $67.0k $67.0k 0.00% New
59 CENTRAL TRUST Co 0.00% of their portfolio JEFFERSON CITY, MO 1,3871.4k $35.2k $35.2k 0.00% Unchanged
60 Hyposwiss Advisors SA 0.03% of their portfolio GENEVA, V8 1,3651.4k $34.6k $34.6k 0.03% Unchanged
61 Asset Dedication, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,1951.2k $30.3k $30.3k 0.00% Added +158 +158
62 CVA Family Office, LLC 0.00% of their portfolio DENVER, CO 583583 $14.8k $14.8k 0.00% Unchanged
63 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 204204 $5.2k $5.2k 0.00% New