Vault-13

ISHARES TR IBIK

IBONDS OCT 2034 · ETP · CUSIP 46438G679

15 institutional holders +2 vs Q1 2026
1,424,3311.4m shares reported held*
$36.9mreported value*
3 new 7 added 3 reduced 1 sold out net bought ≈ $1.0m (+40.4k 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 ≈ $25.89.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

051015Q2 24: 3Q3 24: 3Q4 24: 5Q1 25: 5Q2 25: 8Q3 25: 9Q4 25: 13Q1 26: 13Q2 26: 1515Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q2 20243
Q3 20243
Q4 20245
Q1 20255
Q2 20258
Q3 20259
Q4 202513
Q1 202613
Q2 202615

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q3 24: 2 bought or addedQ3 24: 1 cut or sold outQ4 24: 4 bought or addedQ4 24: 0 cut or sold outQ4 24Q1 25: 4 bought or addedQ1 25: 2 cut or sold outQ2 25: 6 bought or addedQ2 25: 1 cut or sold outQ2 25Q3 25: 9 bought or addedQ3 25: 3 cut or sold outQ4 25: 12 bought or addedQ4 25: 2 cut or sold outQ4 25Q1 26: 10 bought or addedQ1 26: 7 cut or sold outQ2 26: 10 bought or addedQ2 26: 4 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202421
Q4 202440
Q1 202542
Q2 202561
Q3 202593
Q4 2025122
Q1 2026107
Q2 2026104

Biggest buyers

PARK AVENUE SECURITIES LLC Added +147,396+147.4k
D.A. DAVIDSON & CO. Added +10,451+10.5k
RAYMOND JAMES FINANCIAL INC Added +8,325+8.3k
Asset Dedication, LLC New +5,515+5.5k
Bradley & Co. Private Wealth Management, LLC Added +3,490+3.5k
GOLDMAN SACHS GROUP INC Added +2,238+2.2k
IFG Advisory, LLC New +1,535+1.5k
OSAIC HOLDINGS, INC. New +933+933
Quantum Financial Advisors, LLC Added +851+851
4Thought Financial Group Inc. Added +472+472

Biggest sellers

Tower Research Capital LLC (TRC) Reduced -70,779-70.8k
CITADEL ADVISORS LLC Sold out -45,447-45.4k
FLOW TRADERS U.S. LLC Reduced -23,119-23.1k
HighTower Advisors, LLC Reduced -1,467-1.5k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 587,931587.9k $15.2m $15.2m 0.01% Reduced -1.5k -1,467
2 PARK AVENUE SECURITIES LLC 0.05% of their portfolio NEW YORK, NY 335,015335.0k $8.7m $8.7m 0.05% Added +147.4k +147,396
3 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 173,887173.9k $4.5m $4.5m 0.02% Added +10.5k +10,451
4 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 155,878155.9k $4.0m $4.0m 0.00% Added +2.2k +2,238
5 FLOW TRADERS U.S. LLC 0.06% of their portfolio NEW YORK, NY 58,29258.3k $1.5m $1.5m 0.06% Reduced -23.1k -23,119
6 Bradley & Co. Private Wealth Management, LLC 0.31% of their portfolio MIAMI, FL 25,52625.5k $660.9k $660.9k 0.31% Added +3.5k +3,490
7 Tower Research Capital LLC (TRC) 0.01% of their portfolio NEW YORK, NY 23,30623.3k $603.4k $603.4k 0.01% Reduced -70.8k -70,779
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 17,29617.3k $447.8k $447.8k 0.00% Added +8.3k +8,325
9 4Thought Financial Group Inc. 0.17% of their portfolio SYOSSET, NY 14,07314.1k $364.4k $364.4k 0.17% Added +472 +472
10 Quantum Financial Advisors, LLC 0.03% of their portfolio SANTA MONICA, CA 12,43112.4k $321.8k $321.8k 0.03% Added +851 +851
11 ARK & TLK INVESTMENTS, LLC 0.07% of their portfolio OKLAHOMA CITY, OK 11,50011.5k $297.7k $297.7k 0.07% Unchanged
12 Asset Dedication, LLC 0.01% of their portfolio SAN FRANCISCO, CA 5,5155.5k $142.8k $142.8k 0.01% New
13 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 1,5351.5k $39.7k $39.7k 0.00% New
14 CENTRAL TRUST Co 0.00% of their portfolio JEFFERSON CITY, MO 1,2131.2k $31.4k $31.4k 0.00% Unchanged
15 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 933933 $24.2k $24.2k 0.00% New