Vault-13

ISHARES TR IBIH

IBONDS OCT 2031 · ETP · CUSIP 46438G877

19 institutional holders +3 vs Q1 2026
991,749991.7k shares reported held*
$26.1mreported value*
3 new 13 added 0 reduced 1 sold out net bought ≈ $9.3m (+353.2k 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 2026

Institutional holders

Managers reporting a position, each quarter

01020Q3 23: 3Q4 23: 5Q1 24: 5Q2 24: 8Q3 24: 6Q4 24: 7Q1 25: 9Q2 25: 12Q3 25: 12Q4 25: 13Q1 26: 16Q2 26: 1919Q3 23Q2 24Q1 25Q4 25Q2 26
Numbers
QuarterHolders
Q3 20233
Q4 20235
Q1 20245
Q2 20248
Q3 20246
Q4 20247
Q1 20259
Q2 202512
Q3 202512
Q4 202513
Q1 202616
Q2 202619

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q3 24: 3 bought or addedQ3 24: 3 cut or sold outQ4 24: 5 bought or addedQ4 24: 2 cut or sold outQ4 24Q1 25: 7 bought or addedQ1 25: 1 cut or sold outQ2 25: 8 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 9 bought or addedQ3 25: 4 cut or sold outQ4 25: 10 bought or addedQ4 25: 2 cut or sold outQ4 25Q1 26: 12 bought or addedQ1 26: 4 cut or sold outQ2 26: 16 bought or addedQ2 26: 1 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202433
Q4 202452
Q1 202571
Q2 202582
Q3 202594
Q4 2025102
Q1 2026124
Q2 2026161

Biggest buyers

BlackRock, Inc. New +170,769+170.8k
JANE STREET GROUP, LLC Added +42,426+42.4k
IFG Advisory, LLC New +40,621+40.6k
RAYMOND JAMES FINANCIAL INC Added +31,186+31.2k
Yoder Wealth Management, Inc. Added +21,540+21.5k
CITADEL ADVISORS LLC Added +18,763+18.8k
CENTRAL TRUST Co Added +10,781+10.8k
Allworth Financial LP New +8,515+8.5k
Quantum Financial Advisors, LLC Added +8,483+8.5k
LPL Financial LLC Added +4,918+4.9k

Biggest sellers

FLOW TRADERS U.S. LLC Sold out -8,915-8.9k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution new · filed 2026-07-28 7.6% new 170.8k≈ $4.5m 2026-07-28

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Quantum Financial Advisors, LLC 0.61% of their portfolio SANTA MONICA, CA 234,139234.1k $6.2m $6.2m 0.61% Added +8.5k +8,483
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 170,769170.8k $4.5m $4.5m 0.00% New
3 Yoder Wealth Management, Inc. 1.70% of their portfolio WALNUT CREEK, CA 165,268165.3k $4.3m $4.3m 1.70% Added +21.5k +21,540
4 CENTRAL TRUST Co 0.04% of their portfolio JEFFERSON CITY, MO 77,34777.3k $2.0m $2.0m 0.04% Added +10.8k +10,781
5 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 66,15766.2k $1.7m $1.7m 0.00% Added +42.4k +42,426
6 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 49,97750.0k $1.3m $1.3m 0.00% Added +31.2k +31,186
7 IFG Advisory, LLC 0.04% of their portfolio ATLANTA, GA 40,62140.6k $1.1m $1.1m 0.04% New
8 Tower Research Capital LLC (TRC) 0.02% of their portfolio NEW YORK, NY 33,59933.6k $883.3k $883.3k 0.02% Added +1.3k +1,275
9 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 29,65929.7k $779.7k $779.7k 0.00% Added +18.8k +18,763
10 Bradley & Co. Private Wealth Management, LLC 0.29% of their portfolio MIAMI, FL 22,78422.8k $599.0k $599.0k 0.29% Added +36 +36
11 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 22,25722.3k $585.1k $585.1k 0.00% Added +4.9k +4,918
12 ARK & TLK INVESTMENTS, LLC 0.12% of their portfolio OKLAHOMA CITY, OK 19,15819.2k $503.7k $503.7k 0.12% Unchanged
13 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 17,91417.9k $471.0k $471.0k 0.00% Added +821 +821
14 JIM SAULNIER & ASSOCIATES, LLC 0.16% of their portfolio FORT COLLINS, CO 15,44315.4k $406.0k $406.0k 0.16% Added +1.4k +1,378
15 4Thought Financial Group Inc. 0.17% of their portfolio SYOSSET, NY 13,85813.9k $364.3k $364.3k 0.17% Added +469 +469
16 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 8,5158.5k $223.9k $223.9k 0.00% New
17 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 3,1393.1k $82.5k $82.5k 0.00% Added +170 +170
18 Asset Dedication, LLC 0.00% of their portfolio SAN FRANCISCO, CA 759759 $20.0k $20.0k 0.00% Unchanged
19 Bullock Wealth Management Group 0.00% of their portfolio BLOOMINGTON, IN 386386 $9.9k $9.9k 0.00% First filing