iShares Ibonds Dec 2028 ETFIBDTETF
13F holders, Q1 2024 (March 31)262holders
1famous investor
$24.89avg. 13F price*
At the end of Q1 2024, 262 institutions reported holding iShares Ibonds Dec 2028 ETF (IBDT) in their 13F filings. The largest holders were Bank of America Corp. ($161.6M), Morgan Stanley ($60.0M) and Capital Advisors Inc. ($56.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $42.5M |
| Exits | 15 | $17.9M |
Ownership 262 holders
| Bank of America Corp. | 0.02% | Add +10.3% | 6,488,897 | $161.6M |
| Morgan Stanley | 0.00% | Add +12.1% | 2,408,865 | $60.0M |
| Capital Advisors Inc. | 1.22% | Add +9.7% | 2,274,962 | $56.7M |
| Capital Investment Advisors, LLC | 1.27% | Add +10.3% | 2,193,336 | $54.6M |
| Aptus Capital Advisors, LLC | 0.97% | Reduce -17.0% | 1,808,445 | $45.0M |
| Mercer Global Advisors Inc. | 0.12% | Add +34.1% | 1,675,317 | $41.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +22.3% | 1,673,510 | $41.7M |
| Royal Bank of Canada | 0.01% | Add +16.5% | 1,512,652 | $37.7M |
| UBS Group AG | 0.01% | Add +23.8% | 1,395,368 | $34.8M |
| Woodmont Investment Counsel LLC | 2.69% | Add +8.6% | 1,280,669 | $31.9M |
| LPL Financial LLC | 0.02% | Add +21.4% | 1,206,501 | $30.0M |
| Klingman & Associates, LLC | 1.96% | Add +2.1% | 1,095,765 | $27.3M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +57.9% | 1,060,451 | $26.4M |
| Gratus Wealth Advisors, LLC | 4.70% | Add +1726.7% | 1,046,455 | $25.6M |
| Ameriprise Financial Inc. | 0.01% | Add +10.3% | 1,009,445 | $25.2M |
| Sigma Investment Counselors Inc. | 1.62% | Add +2.8% | 1,009,430 | $25.1M |
| Wells Fargo & Company | 0.01% | Add +33.8% | 986,023 | $24.6M |
| HighTower Advisors, LLC | 0.04% | Add +6.9% | 912,726 | $22.7M |
| Kathmere Capital Management, LLC | 2.54% | Add +7.7% | 891,363 | $22.2M |
| Gateway Advisory, LLC | 3.41% | Add +5.3% | 779,959 | $19.4M |
| Corient Private Wealth LP | 0.03% | New | 693,322 | $17.3M |
| US Bancorp \de | 0.02% | Reduce -0.7% | 656,476 | $16.3M |
| RVW Wealth, LLC | 1.66% | Add +2.0% | 647,711 | $16.1M |
| Stifel Financial Corp. | 0.02% | Add +3.5% | 627,182 | $15.6M |
| Advisors Capital Management, LLC | 0.28% | Reduce -37.6% | 615,203 | $15.3M |
| Sound View Wealth Advisors Group, LLC | 1.61% | Reduce -1.0% | 607,050 | $15.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +24.7% | 525,606 | $13.1M |
| Arrow Financial Corp | 1.28% | Add +3.0% | 517,012 | $12.9M |
| MV Capital Management, Inc. | 1.43% | Add +20.7% | 502,604 | $12.5M |
| Hengehold Capital Management LLC | 1.16% | Add +3.8% | 438,100 | $10.9M |
| Truist Financial Corp. | 0.02% | Add +11.7% | 414,800 | $10.3M |
| Janney Montgomery Scott LLC | 0.02% | Add +27.7% | 336,526 | $8.4M |
| Kestra Advisory Services, LLC | 0.06% | Add +52.7% | 333,937 | $8.3M |
| Commonwealth Financial Services, LLC | 1.84% | Reduce -0.3% | 312,006 | $7.8M |
| Benjamin F. Edwards & Company, Inc. | 0.14% | Add +9.6% | 307,847 | $7.7M |
| Raymond James & Associates | 0.01% | Add +20.6% | 307,757 | $7.7M |
| Windsor Capital Management, LLC | 2.16% | Add +47.3% | 279,300 | $7.0M |
| Keeler Thomas Management LLC | 2.30% | Add +2.9% | 269,363 | $6.7M |
| PFG Private Wealth Management, LLC | 4.13% | Add +1.6% | 263,347 | $6.6M |
| Peloton Wealth Strategists | 2.65% | Add +5.9% | 258,000 | $6.4M |
| Paradigm, Strategies in Wealth Management, LLC | 3.78% | Reduce -27.4% | 246,091 | $6.1M |
| Arcadia Investment Advisors LLC | 3.37% | Add +0.3% | 236,893 | $5.9M |
| Hamel Associates, Inc. | 1.88% | Add +14.3% | 235,015 | $5.9M |
| Lyell Wealth Management, LP | 0.59% | Add +46.6% | 233,301 | $5.8M |
| Platte River Wealth Advisors, LLC | 1.63% | Add +15.7% | 229,454 | $5.7M |
| CENTRAL TRUST Co | 0.14% | Add +18.5% | 221,594 | $5.5M |
| Sandy Spring Bank | 0.25% | Add +3.5% | 219,494 | $5.5M |
| NewEdge Advisors, LLC | 0.05% | Reduce -61.6% | 218,568 | $5.4M |
| Lido Advisors, LLC | 0.05% | Add +54.0% | 216,001 | $5.4M |
| Captrust Financial Advisors | 0.02% | Add +44.5% | 215,989 | $5.4M |
| MinichMacGregor Wealth Management, LLC | 1.31% | New | 207,755 | $5.1M |
| Snowden Capital Advisors LLC | 0.16% | Add +65.9% | 204,264 | $5.1M |
| Signature Wealth Management Group | 2.27% | Add +0.6% | 203,699 | $5.0M |
| Howland Capital Management LLC | 0.23% | Add +67.1% | 188,993 | $4.7M |
| Marathon Mission, Inc. | 3.68% | Add +2.5% | 187,378 | $4.7M |
| Praetorian Wealth Management, Inc. | 1.20% | Add +3.5% | 179,983 | $4.5M |
| Probity Advisors, Inc. | 0.92% | Add +82.2% | 178,218 | $4.4M |
| IFP Advisors, Inc | 0.19% | Add +5.7% | 174,621 | $4.3M |
| MCF Advisors LLC | 0.30% | Add +4.5% | 156,800 | $3.9M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +43.8% | 155,756 | $3.9M |
| Krilogy Financial LLC | 0.30% | Add +2.9% | 155,376 | $3.9M |
| EP Wealth Advisors, LLC | 0.05% | Add +5.4% | 155,063 | $3.9M |
| Guidance Point Advisors, LLC | 1.30% | Add +4.9% | 154,550 | $3.8M |
| Houlihan Financial Resource Group, Ltd. | 1.70% | Add +35.0% | 152,469 | $3.8M |
| Moneco Advisors, LLC | 0.58% | Add +23.5% | 147,785 | $3.7M |
| Venture Visionary Partners LLC | 0.17% | Add +9.1% | 147,346 | $3.7M |
| Avantax Planning Partners, Inc. | 0.12% | New | 143,343 | $3.6M |
| Jane Street Group, LLC | 0.00% | Add +225.8% | 142,930 | $3.6M |
| Matthew Goff Investment Advisor, LLC | 0.70% | Reduce -0.7% | 139,596 | $3.5M |
| Citadel Advisors | 0.00% | New | 139,018 | $3.5M |
| Cherry Tree Wealth Management, LLC | 0.87% | Add +38.0% | 138,902 | $3.5M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -4.9% | 138,528 | $3.4M |
| Great Diamond Partners, LLC | 0.79% | Add +3.0% | 137,261 | $3.4M |
| 4Thought Financial Group Inc. | 2.20% | Add +18.9% | 134,304 | $3.3M |
| Cwm, LLC | 0.02% | Add +16.2% | 132,518 | $3.3M |
| Virginia Wealth Management Group, Inc. | 2.59% | Reduce -2.9% | 127,120 | $3.2M |
| Parallel Advisors, LLC | 0.08% | Add +56.5% | 125,245 | $3.1M |
| Spinnaker Trust | 0.20% | Add +33.3% | 123,053 | $3.1M |
| Evergreen Private Wealth LLC | 1.49% | Add +16.7% | 119,146 | $3.0M |
| CGN Advisors LLC | 0.38% | Reduce -13.3% | 118,982 | $3.0M |
| Harbor Advisory Corp. | 0.93% | Add +24.9% | 110,188 | $2.7M |
| Droms Strauss Advisors Inc. /Mo/ | 1.00% | Add +81.8% | 110,168 | $2.7M |
| LFA - Lugano Financial Advisors SA | 1.86% | Add +68.9% | 102,431 | $2.6M |
| Wrapmanager Inc. | 0.71% | Add +5.9% | 101,955 | $2.5M |
| Cetera Investment Advisers | 0.01% | Add +1033.7% | 101,666 | $2.5M |
| Kesler, Norman & Wride, LLC | 0.53% | Add +4.2% | 101,127 | $2.5M |
| Precedent Wealth Partners, LLC | 1.06% | Add +19.4% | 99,458 | $2.5M |
| Glenview Trust Co | 0.05% | Add +108.0% | 98,257 | $2.4M |
| FF Advisors,LLC | 1.64% | Add +39.1% | 94,968 | $2.4M |
| LifePlan Financial, LLC | 2.17% | Add +3.8% | 94,941 | $2.4M |
| Atria Investments, Inc | 0.03% | Add +6.7% | 91,667 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.11% | Reduce -1.3% | 90,604 | $2.3M |
| Fulton Breakefield Broenniman LLC | 0.17% | Add +23.5% | 89,524 | $2.2M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -80.0% | 87,488 | $2.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +67.1% | 87,276 | $2.2M |
| Asset Dedication, LLC | 0.15% | Add +350.2% | 80,910 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -33.3% | 79,529 | $2.0M |
| Quantum Financial Advisors, LLC | 0.36% | New | 78,617 | $2.0M |
| Laurel Wealth Advisors LLC | 0.32% | Add +41.5% | 74,173 | $1.8M |
| Associated Banc-Corp | 0.06% | Add +12.6% | 74,108 | $1.8M |
"% 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.