iShares Ibonds Dec 2028 ETFIBDTETF
13F holders, Q2 2026 (June 30)436holders +12
36new positions
22sold out
1famous investor
$25.25avg. 13F price*
At the end of Q2 2026, 436 institutions reported holding iShares Ibonds Dec 2028 ETF (IBDT) in their 13F filings, up 12 from Q1 2026. 36 opened new positions and 22 sold out. The largest holders were Bank of America Corp. ($240.5M), Mercer Global Advisors Inc. ($139.7M) and Morgan Stanley ($121.7M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Ibonds Dec 2028 ETF
- CUSIP
- 46435U515
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $22.9M |
| Exits | 22 | $39.0M |
All 13F filers, Q1 2026 → Q2 2026: 9,964,552 shares bought and 3,644,107 shares sold, net +6,320,445 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 436 holders
| Bank of America Corp. | 0.02% | Add +6.4% | 9,526,329 | $240.5M |
| Mercer Global Advisors Inc. | 0.17% | Add +4.7% | 5,532,094 | $139.7M |
| Morgan Stanley | 0.01% | Add +3.6% | 4,818,723 | $121.7M |
| Lido Advisors, LLC | 0.38% | Reduce -5.6% | 4,224,505 | $106.7M |
| Capital Investment Advisors, LLC | 1.30% | Add +3.7% | 3,890,204 | $98.2M |
| UBS Group AG | 0.02% | Add +7.0% | 3,771,658 | $95.2M |
| Capital Advisors Inc. | 1.33% | Add +1.1% | 3,572,252 | $90.2M |
| Raymond James Financial Inc. | 0.02% | Add +6.3% | 3,315,601 | $83.7M |
| HM Payson & Co. | 1.06% | Add +8.0% | 3,174,609 | $80.2M |
| LPL Financial LLC | 0.02% | Add +15.2% | 2,896,388 | $73.1M |
| HighTower Advisors, LLC | 0.04% | Add +2.6% | 1,821,559 | $46.0M |
| Ameriprise Financial Inc. | 0.01% | Add +5.1% | 1,718,025 | $43.4M |
| Royal Bank of Canada | 0.01% | Add +14.2% | 1,675,867 | $42.3M |
| Sound View Wealth Advisors Group, LLC | 2.61% | Add +6.7% | 1,666,571 | $42.1M |
| Wells Fargo & Company | 0.01% | Reduce -12.2% | 1,624,267 | $41.0M |
| Hengehold Capital Management LLC | 2.98% | Add +6.0% | 1,520,952 | $38.4M |
| Summitry LLC | 1.25% | Add +3.7% | 1,507,612 | $38.1M |
| Woodmont Investment Counsel LLC | 2.00% | Reduce -10.5% | 1,453,743 | $36.7M |
| Gratus Wealth Advisors, LLC | 4.53% | Add +2.8% | 1,410,511 | $35.6M |
| Kathmere Capital Management, LLC | 1.86% | Add +6.3% | 1,388,753 | $35.1M |
| Sigma Investment Counselors Inc. | 1.65% | Add +4.6% | 1,336,901 | $33.8M |
| Howland Capital Management LLC | 1.19% | Add +6.4% | 1,309,506 | $33.1M |
| Klingman & Associates, LLC | 1.39% | Reduce -0.7% | 1,294,887 | $32.7M |
| RVW Wealth, LLC | 2.01% | Add +4.1% | 1,206,680 | $30.5M |
| Baltimore-Washington Financial Advisors, Inc. | 1.03% | Add +3.4% | 1,090,554 | $27.5M |
| Summit Financial, LLC | 0.30% | Add +98.5% | 1,089,727 | $27.5M |
| Commonwealth Equity Services, LLC | 0.03% | Add +4.7% | 1,073,212 | $27.1M |
| Captrust Financial Advisors | 0.04% | Add +8.2% | 1,070,569 | $27.0M |
| Stifel Financial Corp. | 0.02% | Add +3.0% | 1,067,372 | $27.0M |
| Kestra Advisory Services, LLC | 0.08% | Add +16.9% | 1,000,332 | $25.3M |
| TABR Capital Management, LLC | 20.37% | Add +2081.4% | 946,636 | $23.9M |
| Truist Financial Corp. | 0.03% | Add +8.0% | 939,140 | $23.7M |
| NewEdge Advisors, LLC | 0.06% | Add +8.4% | 850,687 | $21.5M |
| MV Capital Management, Inc. | 1.80% | Add +1.1% | 803,638 | $20.3M |
| Benjamin Edwards Inc. | 0.18% | Add +5.1% | 778,356 | $19.7M |
| US Bancorp \de | 0.02% | Add +14.9% | 771,072 | $19.5M |
| Summit Asset Management, LLC | 2.44% | Add +1.9% | 753,549 | $19.0M |
| Rebalance, LLC | 0.90% | Reduce -5.6% | 682,885 | $17.2M |
| BlackRock, Inc. | 0.00% | Add +19.3% | 673,567 | $17.0M |
| Mesirow Financial Investment Management, Inc. | 0.26% | Add +2.5% | 653,571 | $16.5M |
| Spinnaker Trust | 0.78% | Add +16.7% | 639,228 | $16.1M |
| Sanctuary Advisors, LLC | 0.07% | Add +6.7% | 612,638 | $15.5M |
| Arrow Financial Corp | 1.34% | Add +2.4% | 591,506 | $14.9M |
| CENTRAL TRUST Co | 0.27% | Add +8.1% | 583,112 | $14.7M |
| Glenview Trust Co | 0.20% | Add +2.7% | 576,746 | $14.6M |
| Novem Group | 1.44% | Add +12.9% | 563,458 | $14.2M |
| Strid Group, LLC | 1.50% | Add +38.7% | 533,967 | $13.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +6.1% | 533,006 | $13.5M |
| Lyell Wealth Management, LP | 0.82% | Add +8.0% | 529,578 | $13.4M |
| Stratos Wealth Partners, LTD. | 0.14% | Add +7.9% | 527,531 | $13.3M |
| Windsor Capital Management, LLC | 3.39% | Add +3.5% | 516,289 | $13.0M |
| Cornerstone Planning, LLC | 3.00% | Add +2.7% | 512,899 | $13.0M |
| Focus Partners Wealth | 0.01% | Add +50.8% | 511,450 | $12.9M |
| Snowden Capital Advisors LLC | 0.31% | Add +0.8% | 509,515 | $12.9M |
| First National Trust Co | 0.44% | Add +2.0% | 507,886 | $12.8M |
| Peloton Wealth Strategists | 3.98% | Add +3.0% | 411,188 | $10.4M |
| First International Bank of Israel Ltd. | 2.77% | No change | 402,000 | $10.2M |
| Ironwood Financial, llc | 1.57% | Add +64.2% | 400,157 | $10.1M |
| Northstar Group, Inc. | 1.32% | Add +10.8% | 392,466 | $9.9M |
| Allworth Financial LP | 0.04% | Add +11.7% | 390,112 | $9.9M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +4.5% | 380,094 | $9.6M |
| Atria Investments, Inc | 0.09% | Add +12.5% | 374,417 | $9.5M |
| Arcadia Investment Advisors LLC | 3.94% | Add +7.8% | 370,192 | $9.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +26.4% | 368,353 | $9.3M |
| Global Retirement Partners, LLC | 0.14% | — | 364,874 | $9.2M |
| Cetera Investment Advisers | 0.01% | Add +36.8% | 356,117 | $9.0M |
| EP Wealth Advisors, LLC | 0.03% | Add +56.2% | 344,113 | $8.7M |
| Parallel Advisors, LLC | 0.13% | Add +11.3% | 339,434 | $8.6M |
| InvesTrust | 3.23% | Add +5.7% | 332,478 | $8.4M |
| Merit Financial Group, LLC | 0.05% | Add +14.2% | 327,611 | $8.3M |
| Eight 31 Financial, LLC | 4.82% | Add +2.3% | 320,900 | $8.1M |
| PFG Private Wealth Management, LLC | 3.34% | Reduce -8.3% | 305,532 | $7.7M |
| IFP Advisors, Inc | 0.14% | Reduce -0.3% | 303,282 | $7.7M |
| Composition Wealth, LLC | 0.09% | Add +13.3% | 300,201 | $7.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +108.8% | 296,407 | $7.5M |
| Integrated Wealth Concepts LLC | 0.05% | Add +7.3% | 289,705 | $7.3M |
| LBMC Investment Advisors, LLC | 0.39% | Add +20.4% | 280,115 | $7.1M |
| Praetorian Wealth Management, Inc. | 1.20% | Add +1.5% | 275,923 | $7.0M |
| Jones Financial Companies LLLP | 0.00% | Add +17.1% | 272,590 | $6.9M |
| Quantum Financial Advisors, LLC | 0.68% | Add +15.7% | 271,687 | $6.9M |
| United Capital Financial Advisors, LLC | 0.04% | Add +38.1% | 267,703 | $6.8M |
| Guidance Point Advisors, LLC | 1.46% | Add +5.8% | 266,941 | $6.7M |
| Beese Fulmer Investment Management, Inc. | 0.38% | Add +33.0% | 263,379 | $6.7M |
| Hamel Associates, Inc. | 1.83% | Reduce -0.2% | 262,251 | $6.6M |
| Sonata Capital Group Inc. | 2.13% | Add +5.5% | 261,971 | $6.6M |
| Penobscot Investment Management Company, Inc. | 0.45% | Add +11.6% | 260,871 | $6.6M |
| MinichMacGregor Wealth Management, LLC | 0.97% | Add +2.6% | 252,775 | $6.4M |
| Virginia Wealth Management Group, Inc. | 3.34% | Add +25.2% | 249,890 | $6.3M |
| Heartland Bank & Trust Co | 1.29% | Add +15.9% | 247,322 | $6.2M |
| Cheviot Value Management, LLC | 0.63% | Reduce -2.6% | 244,851 | $6.2M |
| MCF Advisors LLC | 0.22% | Reduce -2.9% | 244,338 | $6.2M |
| Harbor Advisory Corp. | 1.64% | Add +12.7% | 242,577 | $6.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.5% | 240,359 | $6.1M |
| Cherry Tree Wealth Management, LLC | 1.13% | Add +1.6% | 237,065 | $6.0M |
| Houlihan Financial Resource Group, Ltd. | 2.07% | Add +2.9% | 230,329 | $5.8M |
| Leavell Investment Management, Inc. | 0.21% | Add +11.2% | 228,180 | $5.8M |
| Osaic Holdings, Inc. | 0.01% | Add +18.1% | 227,792 | $5.8M |
| Droms Strauss Advisors Inc. /Mo/ | 1.30% | Add +6.3% | 227,284 | $5.7M |
| Wick Capital Partners, LLC | 0.85% | Add +17.9% | 223,896 | $5.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Add +32.5% | 222,717 | $5.6M |
"% of holder's portfolio" is IBDT's weight in each manager's 13F, not the share of iShares Ibonds Dec 2028 ETF the manager owns.