iShares Ibonds Dec 2028 ETFIBDTETF
13F holders, Q2 2024 (June 30)287holders +25
29new positions
7sold out
2famous investors
$24.74avg. 13F price*
At the end of Q2 2024, 287 institutions reported holding iShares Ibonds Dec 2028 ETF (IBDT) in their 13F filings, up 25 from Q1 2024. 29 opened new positions and 7 sold out. The largest holders were Bank of America Corp. ($170.3M), Morgan Stanley ($68.8M) and Aptus Capital Advisors, LLC ($59.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $24.9M |
| Exits | 7 | $3.5M |
All 13F filers, Q1 2024 → Q2 2024: 6,412,825 shares bought and 719,482 shares sold, net +5,693,343 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 287 holders
| Bank of America Corp. | 0.02% | Add +6.0% | 6,877,095 | $170.3M |
| Morgan Stanley | 0.01% | Add +15.3% | 2,777,239 | $68.8M |
| Aptus Capital Advisors, LLC | 1.14% | Add +33.4% | 2,412,995 | $59.8M |
| Capital Advisors Inc. | 1.23% | Add +5.4% | 2,397,552 | $59.4M |
| Capital Investment Advisors, LLC | 1.34% | Add +9.2% | 2,394,960 | $59.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +6.0% | 1,773,199 | $43.9M |
| Mercer Global Advisors Inc. | 0.11% | Add +5.6% | 1,768,700 | $41.7M |
| Royal Bank of Canada | 0.01% | Reduce -3.1% | 1,464,993 | $36.3M |
| Woodmont Investment Counsel LLC | 2.77% | Add +6.9% | 1,368,881 | $33.9M |
| UBS Group AG | 0.01% | Reduce -2.9% | 1,355,430 | $33.6M |
| LPL Financial LLC | 0.02% | Add +10.4% | 1,332,351 | $33.0M |
| Ameriprise Financial Inc. | 0.01% | Add +12.6% | 1,136,906 | $28.1M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +6.6% | 1,130,485 | $28.0M |
| Gratus Wealth Advisors, LLC | 4.63% | Add +3.0% | 1,077,750 | $26.9M |
| Wells Fargo & Company | 0.01% | Add +8.1% | 1,066,140 | $26.4M |
| Klingman & Associates, LLC | 1.77% | Reduce -3.5% | 1,057,391 | $26.2M |
| Kathmere Capital Management, LLC | 2.75% | Add +17.5% | 1,047,679 | $26.0M |
| Sigma Investment Counselors Inc. | 1.60% | Add +2.2% | 1,031,930 | $25.6M |
| HighTower Advisors, LLC | 0.04% | Add +9.0% | 994,809 | $24.6M |
| Gateway Advisory, LLC | 3.49% | Add +6.4% | 830,142 | $20.6M |
| RVW Wealth, LLC | 1.81% | Add +12.8% | 730,546 | $18.1M |
| Hengehold Capital Management LLC | 1.77% | Add +56.7% | 686,368 | $17.0M |
| Corient Private Wealth LP | 0.03% | Reduce -2.9% | 673,322 | $16.7M |
| Stifel Financial Corp. | 0.02% | Add +6.0% | 665,139 | $16.5M |
| Sound View Wealth Advisors Group, LLC | 1.65% | Add +6.3% | 645,251 | $16.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +20.5% | 633,270 | $15.7M |
| Advisors Capital Management, LLC | 0.27% | Add +2.1% | 628,355 | $15.6M |
| US Bancorp \de | 0.02% | Reduce -9.0% | 597,538 | $14.8M |
| Arrow Financial Corp | 1.28% | Add +2.8% | 531,348 | $13.2M |
| MV Capital Management, Inc. | 1.43% | Add +2.1% | 513,350 | $12.7M |
| Lido Advisors, LLC | 0.10% | Add +132.3% | 501,834 | $12.4M |
| Howland Capital Management LLC | 0.53% | Add +134.7% | 443,637 | $11.0M |
| Truist Financial Corp. | 0.02% | Add +4.8% | 434,650 | $10.8M |
| Windsor Capital Management, LLC | 3.23% | Add +51.0% | 421,715 | $10.4M |
| Kestra Advisory Services, LLC | 0.05% | Add +17.3% | 391,718 | $9.7M |
| Monumental Financial Group Inc. | 4.07% | New | 376,543 | $9.3M |
| Commonwealth Financial Services, LLC | 1.76% | Add +10.5% | 344,891 | $8.6M |
| Janney Montgomery Scott LLC | 0.03% | Add +1.5% | 341,636 | $8.5M |
| Raymond James & Associates | 0.01% | Add +10.8% | 340,932 | $8.4M |
| Benjamin F. Edwards & Company, Inc. | 0.14% | Add +6.2% | 326,949 | $8.1M |
| Captrust Financial Advisors | 0.02% | Add +27.1% | 274,639 | $6.8M |
| Hamel Associates, Inc. | 2.14% | Add +16.5% | 273,719 | $6.8M |
| PFG Private Wealth Management, LLC | 4.11% | Add +3.8% | 273,371 | $6.8M |
| Peloton Wealth Strategists | 2.80% | Add +4.5% | 269,500 | $6.7M |
| Susquehanna International Group, LLP | 0.01% | New | 269,287 | $6.7M |
| Keeler Thomas Management LLC | 2.25% | Reduce -1.1% | 266,314 | $6.6M |
| Lyell Wealth Management, LP | 0.62% | Add +12.2% | 261,751 | $6.5M |
| Probity Advisors, Inc. | 1.28% | Add +40.2% | 249,895 | $6.2M |
| Paradigm, Strategies in Wealth Management, LLC | 3.62% | Reduce -3.3% | 238,070 | $5.9M |
| CENTRAL TRUST Co | 0.14% | Add +6.5% | 236,054 | $5.8M |
| Arcadia Investment Advisors LLC | 3.32% | Reduce -0.4% | 235,880 | $5.8M |
| Snowden Capital Advisors LLC | 0.17% | Add +10.2% | 225,113 | $5.6M |
| Sandy Spring Bank | 0.23% | Reduce -2.6% | 213,719 | $5.3M |
| MinichMacGregor Wealth Management, LLC | 1.29% | Add +2.3% | 212,606 | $5.3M |
| Signature Wealth Management Group | 2.23% | Add +1.0% | 205,660 | $5.1M |
| Platte River Wealth Advisors, LLC | 1.42% | Reduce -10.9% | 204,331 | $5.1M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +26.1% | 196,332 | $4.9M |
| NewEdge Advisors, LLC | 0.04% | Reduce -10.8% | 195,057 | $4.8M |
| IFP Advisors, Inc | 0.19% | Add +9.8% | 191,771 | $4.8M |
| Praetorian Wealth Management, Inc. | 1.19% | Add +4.4% | 187,980 | $4.7M |
| Marathon Mission, Inc. | 3.48% | Reduce -1.0% | 185,553 | $4.6M |
| Guidance Point Advisors, LLC | 1.46% | Add +17.2% | 181,201 | $4.5M |
| Glenview Trust Co | 0.09% | Add +75.9% | 172,875 | $4.3M |
| Harbor Advisory Corp. | 1.47% | Add +55.4% | 171,270 | $4.2M |
| Houlihan Financial Resource Group, Ltd. | 2.76% | Add +7.0% | 163,209 | $4.0M |
| MCF Advisors LLC | 0.30% | Add +3.1% | 161,718 | $4.0M |
| Cherry Tree Wealth Management, LLC | 0.98% | Add +13.3% | 157,381 | $3.9M |
| Krilogy Financial LLC | 0.29% | Add +0.8% | 156,615 | $3.9M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -0.3% | 154,579 | $3.8M |
| Cwm, LLC | 0.02% | Add +15.3% | 152,797 | $3.8M |
| Sanctuary Advisors, LLC | 0.03% | — | 154,168 | $3.8M |
| Venture Visionary Partners LLC | 0.18% | Add +2.6% | 151,239 | $3.7M |
| Moneco Advisors, LLC | 0.55% | Add +1.6% | 150,106 | $3.7M |
| Members Wealth LLC | 2.42% | — | 143,234 | $3.6M |
| 4Thought Financial Group Inc. | 2.21% | Add +6.8% | 143,391 | $3.6M |
| Spinnaker Trust | 0.22% | Add +14.9% | 141,371 | $3.5M |
| Matthew Goff Investment Advisor, LLC | 0.70% | Reduce -1.5% | 137,516 | $3.4M |
| Great Diamond Partners, LLC | 0.78% | Reduce -2.9% | 133,220 | $3.3M |
| Parallel Advisors, LLC | 0.08% | Add +2.9% | 128,813 | $3.2M |
| LFA - Lugano Financial Advisors SA | 2.42% | Add +25.0% | 128,046 | $3.2M |
| CGN Advisors LLC | 0.37% | Add +7.4% | 127,806 | $3.2M |
| Virginia Wealth Management Group, Inc. | 2.87% | Reduce -0.2% | 126,845 | $3.1M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -10.2% | 124,401 | $3.1M |
| Droms Strauss Advisors Inc. /Mo/ | 1.10% | Add +11.5% | 122,885 | $3.0M |
| Evergreen Private Wealth LLC | 1.44% | Reduce -0.8% | 118,151 | $2.9M |
| Wrapmanager Inc. | 0.80% | Add +15.2% | 117,486 | $2.9M |
| Precedent Wealth Partners, LLC | 1.14% | Add +15.2% | 114,599 | $2.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +21.9% | 106,370 | $2.6M |
| Allworth Financial LP | 0.02% | Add +36.4% | 99,284 | $2.5M |
| Citadel Advisors | 0.00% | Reduce -30.0% | 97,286 | $2.4M |
| Atria Investments, Inc | 0.03% | Add +5.9% | 97,106 | $2.4M |
| LifePlan Financial, LLC | 2.21% | Add +2.2% | 97,006 | $2.4M |
| FF Advisors,LLC | 1.68% | Add +1.6% | 96,436 | $2.4M |
| Osaic Holdings, Inc. | 0.01% | Add +21.2% | 96,403 | $2.4M |
| Fulton Breakefield Broenniman LLC | 0.17% | Add +4.9% | 93,931 | $2.3M |
| Laurel Wealth Advisors LLC | 0.41% | Add +26.5% | 93,828 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +0.3% | 90,907 | $2.3M |
| Avantax Planning Partners, Inc. | 0.07% | Reduce -39.7% | 86,427 | $2.1M |
| Global Retirement Partners, LLC | 0.07% | Add +42.8% | 85,418 | $2.1M |
| Kesler, Norman & Wride, LLC | 0.45% | Reduce -15.6% | 85,331 | $2.1M |
"% 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.