Vault-13

ISHARES TR IBDZ

IBONDS DEC 2034 · ETP · CUSIP 46438G653

108 institutional holders +13 vs Q3 2025
17,978,31318.0m shares reported held*
$474.1mreported value*
15 new 63 added 13 reduced 4 sold out net bought ≈ $136.9m (+5.2m 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 ≈ $26.37.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q2 24: 6Q3 24: 28Q4 24: 53Q1 25: 75Q2 25: 80Q3 25: 95Q4 25: 108108Q2 24Q4 24Q2 25Q4 25
Numbers
QuarterHolders
Q2 20246
Q3 202428
Q4 202453
Q1 202575
Q2 202580
Q3 202595
Q4 2025108

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 25Q3 25: 69 bought or addedQ3 25: 16 cut or sold outQ3 25Q4 25: 78 bought or addedQ4 25: 17 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q3 2024251
Q4 2024483
Q1 2025625
Q2 20255520
Q3 20256916
Q4 20257817

Biggest buyers

Summit Financial, LLC Added +1,135,243+1.1m
SIGMA INVESTMENT COUNSELORS INC Added +632,678+632.7k
PFG Private Wealth Management, LLC New +486,439+486.4k
Motley Fool Wealth Management, LLC New +455,702+455.7k
MORGAN STANLEY Added +402,299+402.3k
BANK OF AMERICA CORP /DE/ Added +293,840+293.8k
Capital Investment Advisors, LLC Added +252,770+252.8k
Seneca House Advisors Added +249,127+249.1k
Janney Montgomery Scott LLC New +219,064+219.1k
NESTEGG ADVISORS, INC. New +185,601+185.6k

Biggest sellers

JPMORGAN CHASE & CO Reduced -135,147-135.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -41,736-41.7k
Atlantic Union Bankshares Corp Reduced -31,575-31.6k
CITADEL ADVISORS LLC Reduced -18,535-18.5k
COLDSTREAM CAPITAL MANAGEMENT INC Reduced -18,178-18.2k
Simplicity Wealth,LLC Sold out -15,130-15.1k
BENJAMIN EDWARDS INC Reduced -12,990-13.0k
KESTRA PRIVATE WEALTH SERVICES, LLC Sold out -9,156-9.2k
Stratos Wealth Partners, LTD. Sold out -7,790-7.8k
FLOW TRADERS U.S. LLC Reduced -5,234-5.2k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Capital Investment Advisors, LLC 0.90% of their portfolio ATLANTA, GA 2,248,7012.2m $59.3m $59.3m 0.90% Added +252.8k +252,770
2 Summit Financial, LLC 0.64% of their portfolio PARSIPPANY, NJ 1,657,4551.7m $43.7m $43.7m 0.64% Added +1.1m +1,135,243
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,286,7731.3m $33.9m $33.9m 0.00% Added +402.3k +402,299
4 SUMMITRY LLC 1.39% of their portfolio Foster City, CA 1,262,5501.3m $33.3m $33.3m 1.39% Added +28.2k +28,240
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,063,9481.1m $28.1m $28.1m 0.00% Added +293.8k +293,840
6 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 670,666670.7k $17.7m $17.7m 0.00% Added +9.5k +9,474
7 SIGMA INVESTMENT COUNSELORS INC 0.88% of their portfolio NORTHVILLE, MI 653,888653.9k $17.2m $17.2m 0.88% Added +632.7k +632,678
8 MV CAPITAL MANAGEMENT, INC. 1.41% of their portfolio BETHESDA, MD 557,365557.4k $14.7m $14.7m 1.41% Added +17.3k +17,283
9 MB, LEVIS & ASSOCIATES, LLC 5.60% of their portfolio CENTER VALLEY, PA 504,186504.2k $13.3m $13.3m 5.60% Added +6.1k +6,094
10 PFG Private Wealth Management, LLC 5.61% of their portfolio LUTZ, FL 486,439486.4k $12.8m $12.8m 5.61% New
11 Motley Fool Wealth Management, LLC 0.93% of their portfolio ALEXANDRIA, VA 455,702455.7k $12.0m $12.0m 0.93% New
12 Arrow Financial Corp 1.05% of their portfolio Glens Falls, NY 400,877400.9k $10.6m $10.6m 1.05% Added +113.2k +113,245
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 359,188359.2k $9.5m $9.5m 0.00% Added +35.1k +35,061
14 Parkway Wealth Management Group, LLC 1.22% of their portfolio Plano, TX 345,452345.5k $9.1m $9.1m 1.22% First filing
15 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 336,208336.2k $8.9m $8.9m 0.01% Added +79.5k +79,488
16 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 310,298310.3k $8.2m $8.2m 0.01% Added +64.2k +64,221
17 Seneca House Advisors 2.81% of their portfolio RICHMOND, VA 285,269285.3k $7.5m $7.5m 2.81% Added +249.1k +249,127
18 Guidance Point Advisors, LLC 1.58% of their portfolio Wellesley, MA 257,841257.8k $6.8m $6.8m 1.58% Added +19.4k +19,357
19 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 228,991229.0k $6.0m $6.0m 0.00% Added +86.2k +86,229
20 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 220,764220.8k $5.8m $5.8m 0.02% Added +55.5k +55,487
21 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 219,064219.1k $5.8m $5.8m 0.01% New
22 Paradigm, Strategies in Wealth Management, LLC 3.75% of their portfolio Maple Grove, MN 216,813216.8k $5.7m $5.7m 3.75% Reduced -1.1k -1,102
23 Lido Advisors, LLC 0.02% of their portfolio Los Angeles, CA 210,929210.9k $5.6m $5.6m 0.02% Added +6.2k +6,163
24 Parallel Advisors, LLC 0.10% of their portfolio SAN FRANCISCO, CA 199,895199.9k $5.3m $5.3m 0.10% Added +22.2k +22,192
25 Krilogy Financial LLC 0.18% of their portfolio ST. LOUIS, MO 199,395199.4k $5.3m $5.3m 0.18% Added +3.4k +3,375
26 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 195,275195.3k $5.1m $5.1m 0.00% Added +145.4k +145,418
27 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 185,664185.7k $4.9m $4.9m 0.01% Added +20.2k +20,246
28 NESTEGG ADVISORS, INC. 4.18% of their portfolio HAUPPAUGE, NY 185,601185.6k $4.9m $4.9m 4.18% New
29 4Thought Financial Group Inc. 2.27% of their portfolio SYOSSET, NY 173,923173.9k $4.6m $4.6m 2.27% Added +3.2k +3,184
30 BENJAMIN EDWARDS INC 0.05% of their portfolio Clayton, MO 169,217169.2k $4.5m $4.5m 0.05% Reduced -13.0k -12,990
31 HANCOCK WHITNEY CORP 0.08% of their portfolio GULFPORT, MS 163,689163.7k $4.3m $4.3m 0.08% Added +9.1k +9,096
32 Probity Advisors, Inc. 0.61% of their portfolio DALLAS, TX 143,370143.4k $3.8m $3.8m 0.61% Added +1.3k +1,329
33 Atlantic Union Bankshares Corp 0.07% of their portfolio GLEN ALLEN, VA 136,202136.2k $3.6m $3.6m 0.07% Reduced -31.6k -31,575
34 J.W. COLE ADVISORS, INC. 0.08% of their portfolio TAMPA, FL 118,593118.6k $3.1m $3.1m 0.08% Added +926 +926
35 MEITAV INVESTMENT HOUSE LTD 0.03% of their portfolio BENE-BERAQ, L3 99,10399.1k $2.6m $2.6m 0.03% Added +392 +392
36 Marathon Mission, Inc. 1.49% of their portfolio ALBANY, NY 97,57297.6k $2.6m $2.6m 1.49% Added +5.5k +5,512
37 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 93,23893.2k $2.5m $2.5m 0.00% Added +31.4k +31,366
38 Stonebrook Private Inc. 0.48% of their portfolio NORTHVILLE, MI 87,20087.2k $2.3m $2.3m 0.48% Added +2.8k +2,816
39 LYELL WEALTH MANAGEMENT, LP 0.16% of their portfolio MENLO PARK, CA 82,61082.6k $2.2m $2.2m 0.16% Added +64.9k +64,885
40 Archford Capital Strategies, LLC 0.25% of their portfolio SWANSEA, IL 81,99582.0k $2.2m $2.2m 0.25% Reduced -4 -4
41 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 68,17568.2k $1.8m $1.8m 0.00% Reduced -41.7k -41,736
42 CWM, LLC 0.00% of their portfolio OMAHA, NE 67,19467.2k $1.8m $1.8m 0.00% Added +64.6k +64,628
43 Quantum Financial Advisors, LLC 0.16% of their portfolio SANTA MONICA, CA 55,32455.3k $1.5m $1.5m 0.16% Added +450 +450
44 Keeler Thomas Management LLC 0.67% of their portfolio Orem, UT 52,94652.9k $1.4m $1.4m 0.67% Added +1.8k +1,833
45 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 50,63850.6k $1.3m $1.3m 0.00% Added +16.2k +16,223
46 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 50,25050.2k $1.3m $1.3m 0.00% New
47 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 44,07144.1k $1.2m $1.2m 0.00% Added +4.2k +4,212
48 COLDSTREAM CAPITAL MANAGEMENT INC 0.01% of their portfolio BELLEVUE, WA 41,45741.5k $1.1m $1.1m 0.01% Reduced -18.2k -18,178
49 LITTLE HOUSE CAPITAL LLC 0.26% of their portfolio BRAINTREE, MA 39,34639.3k $1.0m $1.0m 0.26% Reduced -2.5k -2,465
50 MCF Advisors LLC 0.06% of their portfolio LEXINGTON, KY 38,52338.5k $1.0m $1.0m 0.06% Added +5.7k +5,666
51 Associated Banc-Corp 0.03% of their portfolio Green Bay, WI 37,97338.0k $1.0m $1.0m 0.03% Added +19.2k +19,215
52 FLOW TRADERS U.S. LLC 0.03% of their portfolio NEW YORK, NY 36,66236.7k $967.0k $967.0k 0.03% Reduced -5.2k -5,234
53 Gilbert & Cook, Inc. 0.12% of their portfolio WEST DES MOINES, IA 36,28036.3k $956.7k $956.7k 0.12% New
54 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 32,70932.7k $862.5k $862.5k 0.00% Added +2.8k +2,783
55 CFO CAPITAL MANAGEMENT LLC 0.58% of their portfolio FAIRFIELD, CT 29,31029.3k $772.9k $772.9k 0.58% First filing
56 Stokes Family Office, LLC 0.07% of their portfolio NEW ORLEANS, LA 27,00027.0k $712.0k $712.0k 0.07% Unchanged
57 FULTON BREAKEFIELD BROENNIMAN LLC 0.04% of their portfolio Bethesda, MD 26,75326.8k $705.5k $705.5k 0.04% Added +2.8k +2,808
58 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 26,33526.3k $694.5k $694.5k 0.00% Reduced -135.1k -135,147
59 Montecito Bank & Trust 0.10% of their portfolio SANTA BARBARA, CA 24,66224.7k $650.3k $650.3k 0.10% Added +1.4k +1,418
60 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 22,12322.1k $583.4k $583.4k 0.00% Added +9.1k +9,082
61 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 21,79521.8k $574.7k $574.7k 0.00% Reduced -18.5k -18,535
62 Sarver Vrooman Wealth Advisors 0.35% of their portfolio KANSAS CITY, MO 21,07321.1k $555.7k $555.7k 0.35% Added +464 +464
63 Segment Wealth Management, LLC 0.03% of their portfolio HOUSTON, TX 20,83520.8k $549.4k $549.4k 0.03% Unchanged
64 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 19,94519.9k $527.5k $527.5k 0.00% Added +4.1k +4,149
65 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 19,61619.6k $517.3k $517.3k 0.01% Added +1.9k +1,913
66 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.00% of their portfolio Cincinnati, OH 19,39319.4k $511.4k $511.4k 0.00% New
67 Reliant Wealth Planning 0.16% of their portfolio LOUISVILLE, KY 19,05019.1k $502.3k $502.3k 0.16% Unchanged
68 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 18,01418.0k $475.0k $475.0k 0.01% Added +7.8k +7,762
69 Gradient Capital Advisors, LLC 0.12% of their portfolio SAN DIEGO, CA 17,98618.0k $474.3k $474.3k 0.12% Added +1.1k +1,139
70 McGlone Suttner Wealth Management, Inc. 0.06% of their portfolio APPLETON, WI 17,13717.1k $451.9k $451.9k 0.06% Added +252 +252
71 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 17,12617.1k $451.6k $451.6k 0.00% Added +7.2k +7,213
72 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 16,55816.6k $436.6k $436.6k 0.00% Added +2.5k +2,534
73 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 15,48315.5k $408.3k $408.3k 0.01% Added +4.1k +4,075
74 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.01% of their portfolio MINNEAPOLIS, MN 15,44515.4k $407.3k $407.3k 0.01% Unchanged
75 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 15,32115.3k $404.0k $404.0k 0.02% Added +1.1k +1,104
76 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 15,01315.0k $395.9k $395.9k 0.00% Added +12.8k +12,788
77 Greater Midwest Financial Group, LLC 0.22% of their portfolio ST. PAUL, MN 15,00515.0k $395.7k $395.7k 0.22% Reduced -545 -545
78 LBMC INVESTMENT ADVISORS, LLC 0.02% of their portfolio BRENTWOOD, TN 14,60014.6k $385.0k $385.0k 0.02% Unchanged
79 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 14,57614.6k $384.4k $384.4k 0.00% Added +3.5k +3,507
80 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 12,89512.9k $340.0k $340.0k 0.00% Unchanged
81 Glenview Trust Co 0.01% of their portfolio Louisville, KY 12,60912.6k $332.5k $332.5k 0.01% Unchanged
82 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 11,66911.7k $307.7k $307.7k 0.00% Reduced -104 -104
83 Koesten, Hirschmann & Crabtree, INC. 0.14% of their portfolio OVERLAND PARK, KS 11,02511.0k $290.7k $290.7k 0.14% Added +7.7k +7,725
84 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 10,67910.7k $281.6k $281.6k 0.01% New
85 Sterling Investment Advisors, Ltd. 0.05% of their portfolio BERWYN, PA 10,11510.1k $266.7k $266.7k 0.05% Added +1.5k +1,490
86 First National Trust Co 0.01% of their portfolio Johnstown, PA 9,9289.9k $261.8k $261.8k 0.01% New
87 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 9,2469.2k $243.8k $243.8k 0.00% Added +1.1k +1,107
88 Wilkins Miller Wealth Management, LLC 0.14% of their portfolio MOBILE, AL 9,1779.2k $242.0k $242.0k 0.14% Added +90 +90
89 XML Financial, LLC 0.02% of their portfolio BETHESDA, MD 8,6668.7k $228.5k $228.5k 0.02% New
90 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 8,6148.6k $227.2k $227.2k 0.00% Unchanged
91 Mutual Advisors, LLC 0.00% of their portfolio OMAHA, NE 8,3848.4k $221.1k $221.1k 0.00% Unchanged
92 SEAVIEW INVESTMENT MANAGERS LLC 0.08% of their portfolio MIAMI, FL 8,3748.4k $220.8k $220.8k 0.08% Reduced -1.8k -1,800
93 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 7,8537.9k $208.0k $208.0k 0.00% New
94 Sound View Wealth Advisors Group, LLC 0.01% of their portfolio SAVANNAH, GA 7,6327.6k $201.3k $201.3k 0.01% New
95 Addison Advisors LLC 0.04% of their portfolio MIDDLEBURY, VT 7,5507.5k $199.1k $199.1k 0.04% Unchanged
96 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 7,4147.4k $195.5k $195.5k 0.00% Added +4.4k +4,439
97 CNB Bank 0.05% of their portfolio CLEARFIELD, PA 4,7334.7k $124.8k $124.8k 0.05% Added +2.9k +2,876
98 Cherry Tree Wealth Management, LLC 0.02% of their portfolio MINNETONKA, MN 4,4164.4k $116.5k $116.5k 0.02% Added +958 +958
99 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 2,8812.9k $76.0k $76.0k 0.00% Added +2.2k +2,159
100 CVA Family Office, LLC 0.01% of their portfolio DENVER, CO 2,5642.6k $67.6k $67.6k 0.01% Unchanged