Vault-13

ISHARES TR IBDZ

IBONDS DEC 2034 · ETP · CUSIP 46438G653

119 institutional holders +11 vs Q4 2025
24,821,13524.8m shares reported held*
$646.9mreported value*
19 new 74 added 15 reduced 7 sold out net bought ≈ $178.3m (+6.8m 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 ≈ $26.06.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q2 24: 6Q3 24: 28Q4 24: 53Q1 25: 75Q2 25: 80Q3 25: 95Q4 25: 108Q1 26: 119119Q2 24Q4 24Q2 25Q4 25Q1 26
Numbers
QuarterHolders
Q2 20246
Q3 202428
Q4 202453
Q1 202575
Q2 202580
Q3 202595
Q4 2025108
Q1 2026119

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 outQ1 25: 62 bought or addedQ1 25: 5 cut or sold outQ1 25Q2 25: 55 bought or addedQ2 25: 20 cut or sold outQ3 25: 69 bought or addedQ3 25: 16 cut or sold outQ3 25Q4 25: 78 bought or addedQ4 25: 17 cut or sold outQ1 26: 93 bought or addedQ1 26: 22 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024251
Q4 2024483
Q1 2025625
Q2 20255520
Q3 20256916
Q4 20257817
Q1 20269322

Biggest buyers

Sarver Vrooman Wealth Advisors Added +1,633,901+1.6m
Aptus Capital Advisors, LLC New +1,375,000+1.4m
AMERIPRISE FINANCIAL INC Added +471,472+471.5k
WELLS FARGO & COMPANY/MN Added +429,903+429.9k
SIGMA INVESTMENT COUNSELORS INC Added +428,097+428.1k
Capital Investment Advisors, LLC Added +243,018+243.0k
Seneca House Advisors Added +211,500+211.5k
MORGAN STANLEY Added +210,892+210.9k
MV CAPITAL MANAGEMENT, INC. Added +173,503+173.5k
RAYMOND JAMES FINANCIAL INC Added +157,999+158.0k

Biggest sellers

GOLDMAN SACHS GROUP INC Sold out -50,250-50.2k
Motley Fool Wealth Management, LLC Reduced -46,961-47.0k
JANE STREET GROUP, LLC Sold out -44,071-44.1k
Quantum Financial Advisors, LLC Reduced -43,053-43.1k
Keeler Thomas Management LLC Reduced -42,689-42.7k
FLOW TRADERS U.S. LLC Sold out -36,662-36.7k
CITADEL ADVISORS LLC Sold out -21,795-21.8k
Paradigm, Strategies in Wealth Management, LLC Reduced -21,454-21.5k
StoneX Group Inc. Sold out -15,321-15.3k
Sound View Wealth Advisors Group, LLC Sold out -7,632-7.6k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Capital Investment Advisors, LLC 0.95% of their portfolio ATLANTA, GA 2,491,7192.5m $64.9m $64.9m 0.95% Added +243.0k +243,018
2 Summit Financial, LLC 0.58% of their portfolio PARSIPPANY, NJ 1,755,3671.8m $45.7m $45.7m 0.58% Added +97.9k +97,912
3 Sarver Vrooman Wealth Advisors 26.56% of their portfolio KANSAS CITY, MO 1,654,9741.7m $43.1m $43.1m 26.56% Added +1.6m +1,633,901
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,497,6651.5m $39.0m $39.0m 0.00% Added +210.9k +210,892
5 Aptus Capital Advisors, LLC 0.30% of their portfolio FAIRHOPE, AL 1,375,0001.4m $35.8m $35.8m 0.30% New
6 SUMMITRY LLC 1.16% of their portfolio Foster City, CA 1,266,0101.3m $33.0m $33.0m 1.16% Added +3.5k +3,460
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,213,5791.2m $31.6m $31.6m 0.00% Added +149.6k +149,631
8 SIGMA INVESTMENT COUNSELORS INC 1.49% of their portfolio NORTHVILLE, MI 1,081,9851.1m $28.2m $28.2m 1.49% Added +428.1k +428,097
9 MV CAPITAL MANAGEMENT, INC. 1.87% of their portfolio BETHESDA, MD 730,868730.9k $19.0m $19.0m 1.87% Added +173.5k +173,503
10 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 701,465701.5k $18.3m $18.3m 0.00% Added +30.8k +30,799
11 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 625,178625.2k $16.3m $16.3m 0.00% Added +429.9k +429,903
12 PFG Private Wealth Management, LLC 5.88% of their portfolio LUTZ, FL 532,394532.4k $13.9m $13.9m 5.88% Added +46.0k +45,955
13 MB, LEVIS & ASSOCIATES, LLC 5.55% of their portfolio CENTER VALLEY, PA 510,649510.6k $13.3m $13.3m 5.55% Added +6.5k +6,463
14 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 504,181504.2k $13.1m $13.1m 0.00% Added +471.5k +471,472
15 Seneca House Advisors 5.14% of their portfolio RICHMOND, VA 496,769496.8k $12.9m $12.9m 5.14% Added +211.5k +211,500
16 Arrow Financial Corp 1.16% of their portfolio Glens Falls, NY 441,310441.3k $11.5m $11.5m 1.16% Added +40.4k +40,433
17 Motley Fool Wealth Management, LLC 1.20% of their portfolio ALEXANDRIA, VA 408,741408.7k $10.7m $10.7m 1.20% Reduced -47.0k -46,961
18 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 386,990387.0k $10.1m $10.1m 0.00% Added +158.0k +157,999
19 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 385,423385.4k $10.0m $10.0m 0.01% Added +49.2k +49,215
20 Parkway Wealth Management Group, LLC 1.27% of their portfolio Plano, TX 384,699384.7k $10.1m $10.1m 1.27% Added +39.2k +39,247
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 369,667369.7k $9.6m $9.6m 0.00% Added +10.5k +10,479
22 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 349,740349.7k $9.1m $9.1m 0.01% Added +39.4k +39,442
23 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 343,060343.1k $8.9m $8.9m 0.02% Added +124.0k +123,996
24 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 328,810328.8k $8.6m $8.6m 0.01% Added +143.1k +143,146
25 NESTEGG ADVISORS, INC. 7.31% of their portfolio HAUPPAUGE, NY 319,564319.6k $8.3m $8.3m 7.31% Added +134.0k +133,963
26 Guidance Point Advisors, LLC 1.74% of their portfolio Wellesley, MA 281,408281.4k $7.3m $7.3m 1.74% Added +23.6k +23,567
27 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 266,831266.8k $7.0m $7.0m 0.03% Added +46.1k +46,067
28 Lido Advisors, LLC 0.03% of their portfolio Los Angeles, CA 260,863260.9k $6.8m $6.8m 0.03% Added +49.9k +49,934
29 Krilogy Financial LLC 0.17% of their portfolio ST. LOUIS, MO 204,068204.1k $5.3m $5.3m 0.17% Added +4.7k +4,673
30 Parallel Advisors, LLC 0.10% of their portfolio SAN FRANCISCO, CA 203,388203.4k $5.3m $5.3m 0.10% Added +3.5k +3,493
31 Paradigm, Strategies in Wealth Management, LLC 3.45% of their portfolio Maple Grove, MN 195,359195.4k $5.1m $5.1m 3.45% Reduced -21.5k -21,454
32 Probity Advisors, Inc. 0.79% of their portfolio DALLAS, TX 192,357192.4k $5.0m $5.0m 0.79% Added +49.0k +48,987
33 HANCOCK WHITNEY CORP 0.09% of their portfolio GULFPORT, MS 191,345191.3k $5.0m $5.0m 0.09% Added +27.7k +27,656
34 BENJAMIN EDWARDS INC 0.05% of their portfolio Clayton, MO 177,771177.8k $4.6m $4.6m 0.05% Added +8.6k +8,554
35 4Thought Financial Group Inc. 2.24% of their portfolio SYOSSET, NY 174,091174.1k $4.5m $4.5m 2.24% Added +168 +168
36 Atlantic Union Bankshares Corp 0.07% of their portfolio GLEN ALLEN, VA 131,747131.7k $3.4m $3.4m 0.07% Reduced -4.5k -4,455
37 CWM, LLC 0.01% of their portfolio OMAHA, NE 130,970131.0k $3.4m $3.4m 0.01% Added +63.8k +63,776
38 LYELL WEALTH MANAGEMENT, LP 0.25% of their portfolio MENLO PARK, CA 128,835128.8k $3.4m $3.4m 0.25% Added +46.2k +46,225
39 J.W. COLE ADVISORS, INC. 0.11% of their portfolio TAMPA, FL 120,237120.2k $3.1m $3.1m 0.11% Added +1.6k +1,644
40 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 118,082118.1k $3.1m $3.1m 0.00% Added +24.8k +24,844
41 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 116,569116.6k $3.0m $3.0m 0.00% Added +90.2k +90,234
42 Marathon Mission, Inc. 1.54% of their portfolio ALBANY, NY 101,809101.8k $2.7m $2.7m 1.54% Added +4.2k +4,237
43 MEITAV INVESTMENT HOUSE LTD 0.03% of their portfolio BENE-BERAQ, L3 98,50598.5k $2.6m $2.6m 0.03% Reduced -598 -598
44 Stonebrook Private Inc. 0.51% of their portfolio NORTHVILLE, MI 92,04992.0k $2.4m $2.4m 0.51% Added +4.8k +4,849
45 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 84,81484.8k $2.2m $2.2m 0.00% Added +64.9k +64,869
46 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 84,68484.7k $2.2m $2.2m 0.00% Added +16.5k +16,509
47 Archford Capital Strategies, LLC 0.24% of their portfolio SWANSEA, IL 80,37380.4k $2.1m $2.1m 0.24% Reduced -1.6k -1,622
48 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 65,26165.3k $1.7m $1.7m 0.00% Added +14.6k +14,623
49 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 63,23763.2k $1.6m $1.6m 0.02% New
50 Signature Wealth Management Group 0.63% of their portfolio ATLANTA, GA 63,23763.2k $1.6m $1.6m 0.63% New
51 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 60,08460.1k $1.6m $1.6m 0.00% New
52 Segment Wealth Management, LLC 0.08% of their portfolio HOUSTON, TX 51,41051.4k $1.3m $1.3m 0.08% Added +30.6k +30,575
53 Associated Banc-Corp 0.04% of their portfolio Green Bay, WI 51,04451.0k $1.3m $1.3m 0.04% Added +13.1k +13,071
54 COLDSTREAM CAPITAL MANAGEMENT INC 0.01% of their portfolio BELLEVUE, WA 41,45741.5k $1.1m $1.1m 0.01% Unchanged
55 MCF Advisors LLC 0.04% of their portfolio LEXINGTON, KY 38,52338.5k $1.0m $1.0m 0.04% Unchanged
56 Gilbert & Cook, Inc. 0.13% of their portfolio WEST DES MOINES, IA 37,68037.7k $981.9k $981.9k 0.13% Added +1.4k +1,400
57 FULTON BREAKEFIELD BROENNIMAN LLC 0.06% of their portfolio Bethesda, MD 36,66436.7k $955.5k $955.5k 0.06% Added +9.9k +9,911
58 LITTLE HOUSE CAPITAL LLC 0.23% of their portfolio BRAINTREE, MA 33,45233.5k $871.8k $871.8k 0.23% Reduced -5.9k -5,894
59 CFO CAPITAL MANAGEMENT LLC 0.67% of their portfolio FAIRFIELD, CT 31,61031.6k $819.0k $819.0k 0.67% Added +2.3k +2,300
60 Stokes Family Office, LLC 0.07% of their portfolio NEW ORLEANS, LA 27,00027.0k $703.6k $703.6k 0.07% Unchanged
61 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 26,64326.6k $694.3k $694.3k 0.00% Added +4.5k +4,520
62 Montecito Bank & Trust 0.11% of their portfolio SANTA BARBARA, CA 25,04125.0k $652.6k $652.6k 0.11% Added +379 +379
63 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 22,62822.6k $589.7k $589.7k 0.00% Added +7.6k +7,615
64 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 20,87520.9k $544.0k $544.0k 0.01% Added +5.4k +5,392
65 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 20,58120.6k $536.3k $536.3k 0.00% Added +4.0k +4,023
66 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 19,89619.9k $518.5k $518.5k 0.01% Added +280 +280
67 McGlone Suttner Wealth Management, Inc. 0.07% of their portfolio APPLETON, WI 19,65119.7k $512.1k $512.1k 0.07% Added +2.5k +2,514
68 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.00% of their portfolio Cincinnati, OH 19,27519.3k $502.3k $502.3k 0.00% Reduced -118 -118
69 Reliant Wealth Planning 0.15% of their portfolio LOUISVILLE, KY 19,05019.1k $496.4k $496.4k 0.15% Unchanged
70 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 19,00519.0k $489.9k $489.9k 0.00% Added +1.9k +1,879
71 First National Trust Co 0.02% of their portfolio Johnstown, PA 18,99519.0k $495.0k $495.0k 0.02% Added +9.1k +9,067
72 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 18,19718.2k $474.2k $474.2k 0.01% Added +183 +183
73 Gradient Capital Advisors, LLC 0.12% of their portfolio SAN DIEGO, CA 17,98618.0k $468.7k $468.7k 0.12% Unchanged
74 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 17,30417.3k $450.9k $450.9k 0.00% Added +2.7k +2,728
75 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 17,19417.2k $448.1k $448.1k 0.00% New
76 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.01% of their portfolio MINNEAPOLIS, MN 16,96017.0k $442.0k $442.0k 0.01% Added +1.5k +1,515
77 LBMC INVESTMENT ADVISORS, LLC 0.02% of their portfolio BRENTWOOD, TN 14,60014.6k $380.5k $380.5k 0.02% Unchanged
78 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 14,19614.2k $370.0k $370.0k 0.00% Added +6.8k +6,782
79 Greater Midwest Financial Group, LLC 0.19% of their portfolio ST. PAUL, MN 13,90313.9k $362.3k $362.3k 0.19% Reduced -1.1k -1,102
80 Glenview Trust Co 0.01% of their portfolio Louisville, KY 13,60913.6k $354.6k $354.6k 0.01% Added +1.0k +1,000
81 XML Financial, LLC 0.03% of their portfolio BETHESDA, MD 13,47713.5k $351.2k $351.2k 0.03% Added +4.8k +4,811
82 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 13,15613.2k $342.8k $342.8k 0.00% Added +261 +261
83 Quantum Financial Advisors, LLC 0.04% of their portfolio SANTA MONICA, CA 12,27112.3k $319.8k $319.8k 0.04% Reduced -43.1k -43,053
84 CVA Family Office, LLC 0.03% of their portfolio DENVER, CO 11,94911.9k $311.4k $311.4k 0.03% Added +9.4k +9,385
85 Koesten, Hirschmann & Crabtree, INC. 0.15% of their portfolio OVERLAND PARK, KS 11,55011.6k $301.0k $301.0k 0.15% Added +525 +525
86 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 11,19511.2k $291.3k $291.3k 0.00% Added +1.9k +1,949
87 SEAVIEW INVESTMENT MANAGERS LLC 0.10% of their portfolio MIAMI, FL 11,00611.0k $286.8k $286.8k 0.10% Added +2.6k +2,632
88 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 10,76310.8k $280.5k $280.5k 0.01% Added +84 +84
89 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 10,48010.5k $273.1k $273.1k 0.00% Reduced -1.2k -1,189
90 Keeler Thomas Management LLC 0.11% of their portfolio Orem, UT 10,25710.3k $267.3k $267.3k 0.11% Reduced -42.7k -42,689
91 Sterling Investment Advisors, Ltd. 0.05% of their portfolio BERWYN, PA 10,11510.1k $263.6k $263.6k 0.05% Unchanged
92 KINTRA WEALTH, LLC 0.02% of their portfolio WILLIAMSPORT, PA 10,06210.1k $262.2k $262.2k 0.02% New
93 Redwood Financial Network Corp 0.16% of their portfolio SOLON, OH 9,5009.5k $247.6k $247.6k 0.16% New
94 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 9,1389.1k $238.0k $238.0k 0.00% New
95 Wilkins Miller Wealth Management, LLC 0.14% of their portfolio MOBILE, AL 9,1009.1k $237.2k $237.2k 0.14% Reduced -77 -77
96 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 9,0569.1k $236.0k $236.0k 0.00% Added +442 +442
97 Mutual Advisors, LLC 0.00% of their portfolio OMAHA, NE 8,4118.4k $219.2k $219.2k 0.00% Added +27 +27
98 ROMANO BROTHERS AND COMPANY 0.02% of their portfolio EVANSTON, IL 8,2998.3k $216.3k $216.3k 0.02% New
99 Addison Advisors LLC 0.05% of their portfolio MIDDLEBURY, VT 8,1258.1k $211.7k $211.7k 0.05% Added +575 +575
100 Belpointe Asset Management LLC 0.01% of their portfolio RENO, NV 7,9518.0k $207.2k $207.2k 0.01% New