Vault-13

ISHARES TR IBDZ

IBONDS DEC 2034 · ETP · CUSIP 46438G653

75 institutional holders +22 vs Q4 2024
8,507,8128.5m shares reported held*
$219.4mreported value*
22 new 40 added 4 reduced 1 sold out net bought ≈ $45.2m (+1.8m 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 ≈ $25.78.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q2 24: 6Q3 24: 28Q4 24: 53Q1 25: 7575Q2 24Q3 24Q4 24Q1 25
Numbers
QuarterHolders
Q2 20246
Q3 202428
Q4 202453
Q1 202575

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 25 bought or addedQ3 24: 1 cut or sold outQ3 24Q4 24: 48 bought or addedQ4 24: 3 cut or sold outQ4 24Q1 25: 62 bought or addedQ1 25: 5 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q3 2024251
Q4 2024483
Q1 2025625

Biggest buyers

PFG Private Wealth Management, LLC New +420,165+420.2k
Capital Investment Advisors, LLC Added +321,429+321.4k
UBS Group AG Added +151,920+151.9k
MORGAN STANLEY New +129,908+129.9k
Arrow Financial Corp Added +90,979+91.0k
BANK OF AMERICA CORP /DE/ Added +82,473+82.5k
STIFEL FINANCIAL CORP New +60,160+60.2k
SUMMITRY LLC Added +57,102+57.1k
OLD MISSION CAPITAL LLC Added +56,949+56.9k
RAYMOND JAMES FINANCIAL INC Added +55,722+55.7k

Biggest sellers

MV CAPITAL MANAGEMENT, INC. Reduced -252,832-252.8k
J.W. COLE ADVISORS, INC. Sold out -89,295-89.3k
CITADEL ADVISORS LLC Reduced -25,308-25.3k
BlackRock, Inc. Reduced -25,000-25.0k
OSAIC HOLDINGS, INC. Reduced -4,847-4.8k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SUMMITRY LLC 1.53% of their portfolio Foster City, CA 1,177,7881.2m $30.4m $30.4m 1.53% Added +57.1k +57,102
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 691,192691.2k $17.8m $17.8m 0.00% Added +82.5k +82,473
3 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 600,993601.0k $15.5m $15.5m 0.00% Added +27.5k +27,546
4 MV CAPITAL MANAGEMENT, INC. 1.64% of their portfolio BETHESDA, MD 593,662593.7k $15.3m $15.3m 1.64% Reduced -252.8k -252,832
5 Capital Investment Advisors, LLC 0.27% of their portfolio ATLANTA, GA 541,886541.9k $14.0m $14.0m 0.27% Added +321.4k +321,429
6 MB, LEVIS & ASSOCIATES, LLC 5.85% of their portfolio CENTER VALLEY, PA 488,404488.4k $12.6m $12.6m 5.85% Added +2.1k +2,146
7 PFG Private Wealth Management, LLC 5.86% of their portfolio LUTZ, FL 420,165420.2k $10.8m $10.8m 5.86% New
8 UBS Group AG 0.00% of their portfolio ZURICH, V8 385,887385.9k $10.0m $10.0m 0.00% Added +151.9k +151,920
9 Paradigm, Strategies in Wealth Management, LLC 4.05% of their portfolio Maple Grove, MN 232,921232.9k $6.0m $6.0m 4.05% Added +3.2k +3,207
10 Krilogy Financial LLC 0.34% of their portfolio ST. LOUIS, MO 205,368205.4k $5.3m $5.3m 0.34% Added +27.0k +27,027
11 Guidance Point Advisors, LLC 1.45% of their portfolio Wellesley, MA 197,063197.1k $5.1m $5.1m 1.45% Added +10.3k +10,305
12 BENJAMIN EDWARDS INC 0.07% of their portfolio Clayton, MO 183,791183.8k $4.7m $4.7m 0.07% Added +31.3k +31,319
13 Sandy Spring Bank 0.18% of their portfolio Olney, MD 170,318170.3k $4.4m $4.4m 0.18% Added +28.9k +28,920
14 4Thought Financial Group Inc. 2.59% of their portfolio SYOSSET, NY 162,405162.4k $4.2m $4.2m 2.59% Added +1.2k +1,158
15 Lido Advisors, LLC 0.02% of their portfolio Los Angeles, CA 158,940158.9k $4.1m $4.1m 0.02% Added +23.7k +23,701
16 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 158,491158.5k $4.1m $4.1m 0.01% Added +36.7k +36,711
17 Arrow Financial Corp 0.43% of their portfolio Glens Falls, NY 148,400148.4k $3.8m $3.8m 0.43% Added +91.0k +90,979
18 Parallel Advisors, LLC 0.08% of their portfolio SAN FRANCISCO, CA 140,283140.3k $3.6m $3.6m 0.08% Added +21.9k +21,908
19 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 131,685131.7k $3.4m $3.4m 0.02% Added +32.3k +32,330
20 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 129,908129.9k $3.3m $3.3m 0.00% New
21 Probity Advisors, Inc. 0.64% of their portfolio DALLAS, TX 129,151129.2k $3.3m $3.3m 0.64% Added +8.3k +8,313
22 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 117,948117.9k $3.0m $3.0m 0.00% Added +55.7k +55,722
23 Sabal Trust CO 0.15% of their portfolio ST. PETERSBURG, FL 107,280107.3k $2.8m $2.8m 0.15% Added +20.8k +20,797
24 MEITAV INVESTMENT HOUSE LTD 0.05% of their portfolio BENE-BERAQ, L3 104,268104.3k $2.7m $2.7m 0.05% Added +51.8k +51,836
25 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 98,89598.9k $2.6m $2.6m 0.00% Added +10.9k +10,912
26 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 96,76996.8k $2.5m $2.5m 0.00% Added +47.1k +47,072
27 Archford Capital Strategies, LLC 0.31% of their portfolio SWANSEA, IL 82,30582.3k $2.1m $2.1m 0.31% Added +6.7k +6,678
28 Stonebrook Private Inc. 0.55% of their portfolio NORTHVILLE, MI 81,55981.6k $2.1m $2.1m 0.55% Added +4.3k +4,346
29 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 74,89774.9k $1.9m $1.9m 0.04% Added +56.9k +56,949
30 COLDSTREAM CAPITAL MANAGEMENT INC 0.04% of their portfolio BELLEVUE, WA 65,03765.0k $1.7m $1.7m 0.04% Added +2.0k +1,970
31 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 60,16060.2k $1.6m $1.6m 0.00% New
32 Quantum Financial Advisors, LLC 0.21% of their portfolio SANTA MONICA, CA 53,34853.3k $1.4m $1.4m 0.21% New
33 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 52,39052.4k $1.4m $1.4m 0.00% Added +14.0k +14,037
34 LITTLE HOUSE CAPITAL LLC 0.29% of their portfolio BRAINTREE, MA 40,30540.3k $1.0m $1.0m 0.29% New
35 Seneca House Advisors 0.41% of their portfolio RICHMOND, VA 36,87036.9k $950.7k $950.7k 0.41% Added +2.9k +2,890
36 Keeler Thomas Management LLC 0.43% of their portfolio Orem, UT 34,21734.2k $882.3k $882.3k 0.43% New
37 Stokes Family Office, LLC 0.08% of their portfolio NEW ORLEANS, LA 27,00027.0k $696.2k $696.2k 0.08% Added +12.0k +12,000
38 FLOW TRADERS U.S. LLC 0.03% of their portfolio NEW YORK, NY 26,73026.7k $689.0k $689.0k 0.03% New
39 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 24,50924.5k $632.0k $632.0k 0.00% Added +15.2k +15,170
40 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 18,85118.9k $486.1k $486.1k 0.01% New
41 McGlone Suttner Wealth Management, Inc. 0.08% of their portfolio APPLETON, WI 18,05418.1k $465.5k $465.5k 0.08% Added +1.7k +1,726
42 Montecito Bank & Trust 0.08% of their portfolio SANTA BARBARA, CA 17,71617.7k $456.8k $456.8k 0.08% Added +1.3k +1,319
43 Segment Wealth Management, LLC 0.03% of their portfolio HOUSTON, TX 16,22516.2k $418.4k $418.4k 0.03% Added +3.0k +3,050
44 Greater Midwest Financial Group, LLC 0.28% of their portfolio ST. PAUL, MN 15,52315.5k $400.3k $400.3k 0.28% New
45 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.01% of their portfolio MINNEAPOLIS, MN 15,44515.4k $398.3k $398.3k 0.01% Unchanged
46 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 14,96715.0k $385.9k $385.9k 0.00% Unchanged
47 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 12,92512.9k $331.0k $331.0k 0.01% Added +3.1k +3,109
48 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 12,72412.7k $328.1k $328.1k 0.02% New
49 Glenview Trust Co 0.01% of their portfolio Louisville, KY 12,10912.1k $312.2k $312.2k 0.01% New
50 Gradient Capital Advisors, LLC 0.10% of their portfolio SAN DIEGO, CA 11,46811.5k $295.7k $295.7k 0.10% Added +1.5k +1,545
51 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 11,06911.1k $285.4k $285.4k 0.00% Unchanged
52 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 10,55410.6k $272.1k $272.1k 0.00% Added +2.3k +2,279
53 Sarver Vrooman Wealth Advisors 0.16% of their portfolio KANSAS CITY, MO 9,1969.2k $237.1k $237.1k 0.16% First filing
54 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 9,0419.0k $233.1k $233.1k 0.00% New
55 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 8,6918.7k $224.1k $224.1k 0.00% Reduced -25.3k -25,308
56 Valmark Advisers, Inc. 0.00% of their portfolio AKRON, OH 8,4968.5k $219.1k $219.1k 0.00% New
57 SEAVIEW INVESTMENT MANAGERS LLC 0.05% of their portfolio MIAMI, FL 8,2458.2k $212.6k $212.6k 0.05% New
58 Associated Banc-Corp 0.01% of their portfolio Green Bay, WI 8,0758.1k $208.2k $208.2k 0.01% New
59 First Interstate Bank 0.01% of their portfolio Billings, MT 7,8367.8k $202.1k $202.1k 0.01% New
60 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 7,4657.5k $192.5k $192.5k 0.01% Added +5.7k +5,679
61 Koesten, Hirschmann & Crabtree, INC. 0.05% of their portfolio OVERLAND PARK, KS 3,3003.3k $85.1k $85.1k 0.05% Unchanged
62 CVA Family Office, LLC 0.01% of their portfolio DENVER, CO 2,5642.6k $66.1k $66.1k 0.01% Unchanged
63 Addison Advisors LLC 0.02% of their portfolio MIDDLEBURY, VT 2,4152.4k $62.3k $62.3k 0.02% New
64 CWM, LLC 0.00% of their portfolio OMAHA, NE 2,3542.4k $61.0k $61.0k 0.00% New
65 Hemington Wealth Management 0.01% of their portfolio FALLS CHURCH, VA 2,1482.1k $55.0k $55.0k 0.01% Unchanged
66 Cherry Tree Wealth Management, LLC 0.01% of their portfolio MINNETONKA, MN 2,0842.1k $53.7k $53.7k 0.01% Added +394 +394
67 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,9862.0k $51.2k $51.2k 0.00% Reduced -4.8k -4,847
68 CENTRAL TRUST Co 0.00% of their portfolio JEFFERSON CITY, MO 967967 $24.9k $24.9k 0.00% Added +6 +6
69 United Community Bank 0.01% of their portfolio GREENVILLE, SC 775775 $20.0k $20.0k 0.01% New
70 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 768768 $19.8k $19.8k 0.00% New
71 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 500500 $12.9k $12.9k 0.00% New
72 BlackRock, Inc. 0.00% of their portfolio New York, NY 4949 $1.3k $1.3k 0.00% Reduced -25.0k -25,000
73 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 3939 $1.0k $1.0k 0.00% New
74 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged
75 COMERICA BANK 0.00% of their portfolio DALLAS, TX 00 $0 $0 0.00% Unchanged