Vault-13

ISHARES TR IBDZ

IBONDS DEC 2034 · ETP · CUSIP 46438G653

80 institutional holders +5 vs Q1 2025
10,790,18210.8m shares reported held*
$283.7mreported value*
15 new 40 added 13 reduced 7 sold out net bought ≈ $67.4m (+2.6m 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 ≈ $26.29.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q2 24: 6Q3 24: 28Q4 24: 53Q1 25: 75Q2 25: 8080Q2 24Q3 24Q4 24Q1 25Q2 25
Numbers
QuarterHolders
Q2 20246
Q3 202428
Q4 202453
Q1 202575
Q2 202580

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 25Q2 25: 55 bought or addedQ2 25: 20 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2024251
Q4 2024483
Q1 2025625
Q2 20255520

Biggest buyers

Capital Investment Advisors, LLC Added +1,182,590+1.2m
ROYAL BANK OF CANADA Added +622,393+622.4k
Atlantic Union Bankshares Corp New +170,822+170.8k
HANCOCK WHITNEY CORP New +129,408+129.4k
J.W. COLE ADVISORS, INC. New +96,885+96.9k
Arrow Financial Corp Added +91,755+91.8k
COMMONWEALTH EQUITY SERVICES, LLC Added +48,382+48.4k
ENVESTNET ASSET MANAGEMENT INC Added +47,090+47.1k
MERCER GLOBAL ADVISORS INC /ADV New +44,819+44.8k
SUMMITRY LLC Added +42,868+42.9k

Biggest sellers

UBS Group AG Reduced -84,804-84.8k
OLD MISSION CAPITAL LLC Sold out -74,897-74.9k
STIFEL FINANCIAL CORP Sold out -60,160-60.2k
MV CAPITAL MANAGEMENT, INC. Reduced -26,925-26.9k
FLOW TRADERS U.S. LLC Sold out -26,730-26.7k
Krilogy Financial LLC Reduced -25,388-25.4k
BENJAMIN EDWARDS INC Reduced -9,622-9.6k
CITADEL ADVISORS LLC Sold out -8,691-8.7k
First Interstate Bank Sold out -7,836-7.8k
Paradigm, Strategies in Wealth Management, LLC Reduced -6,419-6.4k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Capital Investment Advisors, LLC 0.83% of their portfolio ATLANTA, GA 1,724,4761.7m $46.8m $46.8m 0.83% Added +1.2m +1,182,590
2 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,223,3861.2m $32.0m $32.0m 0.00% Added +622.4k +622,393
3 SUMMITRY LLC 1.44% of their portfolio Foster City, CA 1,220,6561.2m $31.9m $31.9m 1.44% Added +42.9k +42,868
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 692,459692.5k $18.1m $18.1m 0.00% Added +1.3k +1,267
5 MV CAPITAL MANAGEMENT, INC. 1.52% of their portfolio BETHESDA, MD 566,737566.7k $14.8m $14.8m 1.52% Reduced -26.9k -26,925
6 MB, LEVIS & ASSOCIATES, LLC 5.70% of their portfolio CENTER VALLEY, PA 496,549496.5k $13.0m $13.0m 5.70% Added +8.1k +8,145
7 PFG Private Wealth Management, LLC 5.83% of their portfolio LUTZ, FL 433,326433.3k $11.3m $11.3m 5.83% Added +13.2k +13,161
8 UBS Group AG 0.00% of their portfolio ZURICH, V8 301,083301.1k $7.9m $7.9m 0.00% Reduced -84.8k -84,804
9 Arrow Financial Corp 0.66% of their portfolio Glens Falls, NY 240,155240.2k $6.3m $6.3m 0.66% Added +91.8k +91,755
10 Paradigm, Strategies in Wealth Management, LLC 3.87% of their portfolio Maple Grove, MN 226,502226.5k $5.9m $5.9m 3.87% Reduced -6.4k -6,419
11 Guidance Point Advisors, LLC 1.43% of their portfolio Wellesley, MA 212,891212.9k $5.6m $5.6m 1.43% Added +15.8k +15,828
12 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 186,383186.4k $4.9m $4.9m 0.01% Added +27.9k +27,892
13 Krilogy Financial LLC 0.27% of their portfolio ST. LOUIS, MO 179,980180.0k $4.7m $4.7m 0.27% Reduced -25.4k -25,388
14 BENJAMIN EDWARDS INC 0.06% of their portfolio Clayton, MO 174,169174.2k $4.6m $4.6m 0.06% Reduced -9.6k -9,622
15 Lido Advisors, LLC 0.02% of their portfolio Los Angeles, CA 173,662173.7k $4.5m $4.5m 0.02% Added +14.7k +14,722
16 Atlantic Union Bankshares Corp 0.10% of their portfolio GLEN ALLEN, VA 170,822170.8k $4.5m $4.5m 0.10% New
17 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 169,241169.2k $4.4m $4.4m 0.00% Added +39.3k +39,333
18 4Thought Financial Group Inc. 2.30% of their portfolio SYOSSET, NY 165,429165.4k $4.3m $4.3m 2.30% Added +3.0k +3,024
19 Parallel Advisors, LLC 0.08% of their portfolio SAN FRANCISCO, CA 161,318161.3k $4.2m $4.2m 0.08% Added +21.0k +21,035
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 145,985146.0k $3.8m $3.8m 0.00% Added +47.1k +47,090
21 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 145,151145.2k $3.8m $3.8m 0.01% Added +48.4k +48,382
22 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 143,445143.4k $3.7m $3.7m 0.02% Added +11.8k +11,760
23 Probity Advisors, Inc. 0.65% of their portfolio DALLAS, TX 141,238141.2k $3.7m $3.7m 0.65% Added +12.1k +12,087
24 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 130,641130.6k $3.4m $3.4m 0.00% Added +12.7k +12,693
25 HANCOCK WHITNEY CORP 0.06% of their portfolio GULFPORT, MS 129,408129.4k $3.4m $3.4m 0.06% New
26 MEITAV INVESTMENT HOUSE LTD 0.04% of their portfolio BENE-BERAQ, L3 100,175100.2k $2.6m $2.6m 0.04% Reduced -4.1k -4,093
27 J.W. COLE ADVISORS, INC. 0.05% of their portfolio TAMPA, FL 96,88596.9k $2.5m $2.5m 0.05% New
28 Stonebrook Private Inc. 0.51% of their portfolio NORTHVILLE, MI 83,44983.4k $2.2m $2.2m 0.51% Added +1.9k +1,890
29 Archford Capital Strategies, LLC 0.26% of their portfolio SWANSEA, IL 79,13779.1k $2.1m $2.1m 0.26% Reduced -3.2k -3,168
30 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 74,17574.2k $1.9m $1.9m 0.00% Added +21.8k +21,785
31 COLDSTREAM CAPITAL MANAGEMENT INC 0.03% of their portfolio BELLEVUE, WA 65,92565.9k $1.7m $1.7m 0.03% Added +888 +888
32 Quantum Financial Advisors, LLC 0.19% of their portfolio SANTA MONICA, CA 53,40253.4k $1.4m $1.4m 0.19% Added +54 +54
33 Keeler Thomas Management LLC 0.56% of their portfolio Orem, UT 49,87549.9k $1.3m $1.3m 0.56% Added +15.7k +15,658
34 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 44,81944.8k $1.2m $1.2m 0.00% New
35 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 41,05741.1k $1.1m $1.1m 0.00% New
36 LITTLE HOUSE CAPITAL LLC 0.26% of their portfolio BRAINTREE, MA 40,34240.3k $1.1m $1.1m 0.26% Added +37 +37
37 Seneca House Advisors 0.38% of their portfolio RICHMOND, VA 34,29134.3k $896.0k $896.0k 0.38% Reduced -2.6k -2,579
38 MCF Advisors LLC 0.06% of their portfolio LEXINGTON, KY 32,85732.9k $858.6k $858.6k 0.06% New
39 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 31,74331.7k $829.4k $829.4k 0.00% Added +7.2k +7,234
40 Stokes Family Office, LLC 0.07% of their portfolio NEW ORLEANS, LA 27,00027.0k $705.5k $705.5k 0.07% Unchanged
41 Reliant Wealth Planning 0.27% of their portfolio LOUISVILLE, KY 26,60326.6k $695.1k $695.1k 0.27% New
42 SIGMA INVESTMENT COUNSELORS INC 0.03% of their portfolio NORTHVILLE, MI 18,84418.8k $492.4k $492.4k 0.03% New
43 Segment Wealth Management, LLC 0.03% of their portfolio HOUSTON, TX 18,08518.1k $472.6k $472.6k 0.03% Added +1.9k +1,860
44 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 17,59417.6k $457.4k $457.4k 0.01% Reduced -1.3k -1,257
45 McGlone Suttner Wealth Management, Inc. 0.07% of their portfolio APPLETON, WI 16,69416.7k $436.2k $436.2k 0.07% Reduced -1.4k -1,360
46 FULTON BREAKEFIELD BROENNIMAN LLC 0.03% of their portfolio Bethesda, MD 16,15316.2k $422.1k $422.1k 0.03% New
47 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 15,45715.5k $403.9k $403.9k 0.00% Added +490 +490
48 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.01% of their portfolio MINNEAPOLIS, MN 15,44515.4k $403.6k $403.6k 0.01% Unchanged
49 Greater Midwest Financial Group, LLC 0.31% of their portfolio ST. PAUL, MN 15,29915.3k $399.8k $399.8k 0.31% Reduced -224 -224
50 Gradient Capital Advisors, LLC 0.12% of their portfolio SAN DIEGO, CA 15,15915.2k $396.1k $396.1k 0.12% Added +3.7k +3,691
51 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 15,02715.0k $390.3k $390.3k 0.01% Added +2.1k +2,102
52 LBMC INVESTMENT ADVISORS, LLC 0.03% of their portfolio BRENTWOOD, TN 14,60014.6k $381.5k $381.5k 0.03% New
53 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 13,47813.5k $352.2k $352.2k 0.00% Added +2.9k +2,924
54 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 12,88512.9k $336.7k $336.7k 0.02% Added +161 +161
55 Glenview Trust Co 0.01% of their portfolio Louisville, KY 12,10912.1k $316.4k $316.4k 0.01% Unchanged
56 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 11,06911.1k $289.2k $289.2k 0.00% Unchanged
57 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 10,79210.8k $282.0k $282.0k 0.00% New
58 Associated Banc-Corp 0.01% of their portfolio Green Bay, WI 10,44510.4k $272.9k $272.9k 0.01% Added +2.4k +2,370
59 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 10,40210.4k $271.8k $271.8k 0.01% Added +2.9k +2,937
60 SEAVIEW INVESTMENT MANAGERS LLC 0.06% of their portfolio MIAMI, FL 10,09910.1k $263.9k $263.9k 0.06% Added +1.9k +1,854
61 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 9,8679.9k $257.8k $257.8k 0.00% New
62 Sarver Vrooman Wealth Advisors 0.17% of their portfolio KANSAS CITY, MO 9,6669.7k $252.6k $252.6k 0.17% Added +470 +470
63 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 9,0419.0k $236.0k $236.0k 0.00% New
64 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 8,9549.0k $234.0k $234.0k 0.00% Reduced -87 -87
65 Valmark Advisers, Inc. 0.00% of their portfolio AKRON, OH 8,4968.5k $222.0k $222.0k 0.00% Unchanged
66 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 7,8197.8k $204.3k $204.3k 0.00% New
67 Addison Advisors LLC 0.05% of their portfolio MIDDLEBURY, VT 7,3907.4k $193.1k $193.1k 0.05% Added +5.0k +4,975
68 Cherry Tree Wealth Management, LLC 0.02% of their portfolio MINNETONKA, MN 3,4583.5k $90.4k $90.4k 0.02% Added +1.4k +1,374
69 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 3,3263.3k $86.6k $86.6k 0.00% Added +2.8k +2,826
70 Koesten, Hirschmann & Crabtree, INC. 0.04% of their portfolio OVERLAND PARK, KS 3,3003.3k $86.2k $86.2k 0.04% Unchanged
71 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,7702.8k $72.4k $72.4k 0.00% Added +784 +784
72 CVA Family Office, LLC 0.01% of their portfolio DENVER, CO 2,5642.6k $67.0k $67.0k 0.01% Unchanged
73 CWM, LLC 0.00% of their portfolio OMAHA, NE 2,3542.4k $62.0k $62.0k 0.00% Unchanged
74 Hemington Wealth Management 0.01% of their portfolio FALLS CHURCH, VA 2,1482.1k $56.0k $56.0k 0.01% Unchanged
75 United Community Bank 0.01% of their portfolio GREENVILLE, SC 1,5151.5k $39.6k $39.6k 0.01% Added +740 +740
76 CENTRAL TRUST Co 0.00% of their portfolio JEFFERSON CITY, MO 950950 $24.8k $24.8k 0.00% Reduced -17 -17
77 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 5252 $1.4k $1.4k 0.00% New
78 BlackRock, Inc. 0.00% of their portfolio New York, NY 4949 $1.3k $1.3k 0.00% Unchanged
79 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged
80 COMERICA BANK 0.00% of their portfolio DALLAS, TX 00 $0 $0 0.00% Unchanged