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 |
| Quantum Financial Advisors, LLC | 0.37% | Add +7.2% | 84,242 | $2.1M |
| Kintra Wealth, LLC | 1.47% | Add +24.0% | 83,563 | $2.1M |
| Asset Dedication, LLC | 0.14% | Add +0.1% | 80,983 | $2.0M |
| Associated Banc-Corp | 0.06% | Add +7.8% | 79,898 | $2.0M |
| Jane Street Group, LLC | 0.00% | Reduce -44.7% | 79,062 | $2.0M |
| Coldstream Capital Management Inc. | 0.05% | Add +7.8% | 78,113 | $1.9M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -15.1% | 74,311 | $1.8M |
| Creative Planning | 0.00% | Add +108.5% | 73,156 | $1.8M |
| Stonebrook Private Inc. | 0.52% | Add +28.8% | 72,681 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +24.6% | 70,723 | $1.8M |
| Fortis Capital Management LLC | 0.37% | Add +16.3% | 69,792 | $1.7M |
| Instrumental Wealth, LLC | 1.79% | Add +9.8% | 69,296 | $1.7M |
| Sabal Trust CO | 0.10% | New | 66,066 | $1.6M |
| Cetera Investment Advisers | 0.00% | Reduce -35.4% | 65,652 | $1.6M |
| United Capital Financial Advisors, LLC | 0.01% | Add +4.4% | 64,022 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.9% | 63,022 | $1.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +5.0% | 60,872 | $1.5M |
| Meitav Investment House Ltd. | 0.03% | Reduce -0.4% | 58,762 | $1.5M |
| Segment Wealth Management, LLC | 0.11% | Add +5.7% | 57,660 | $1.4M |
| Scissortail Wealth Management, LLC | 0.36% | Reduce -1.4% | 56,975 | $1.4M |
| Foundation Wealth Management, LLC | 1.10% | Add +2.0% | 56,631 | $1.4M |
| Archford Capital Strategies, LLC | 0.23% | Add +2.9% | 56,044 | $1.4M |
| Leavell Investment Management, Inc. | 0.08% | Add +50.4% | 55,770 | $1.4M |
| Sax Wealth Advisors, LLC | 0.13% | Add +163.9% | 53,663 | $1.3M |
| Foundry Financial Group, Inc. | 0.90% | Add +14.8% | 52,713 | $1.3M |
| Ironwood Financial, llc | 0.29% | Add +27.7% | 52,562 | $1.3M |
| STAR Financial Bank | 0.95% | New | 49,566 | $1.2M |
| Valley Wealth Managers, Inc. | 0.10% | Add +8.6% | 49,029 | $1.2M |
| Leo Wealth, LLC | 0.12% | Add +33.8% | 48,435 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +98.1% | 47,705 | $1.2M |
| Safeguard Financial, LLC | 0.32% | Add +121.4% | 47,065 | $1.2M |
| Cyr Financial Inc. | 1.16% | — | 46,898 | $1.2M |
| Masso Torrence Wealth Management Inc. | 0.63% | Add +3.8% | 45,858 | $1.1M |
| Chesley Taft & Associates LLC | 0.05% | Add +6.7% | 44,050 | $1.1M |
| Northstar Group, Inc. | 0.22% | Add +113.8% | 44,049 | $1.1M |
| Cornell Pochily Investment Advisors, Inc. | 0.41% | Reduce -14.6% | 43,477 | $1.1M |
| Farmers National Bank | 0.32% | Reduce -3.8% | 43,233 | $1.1M |
| First National Trust Co | 0.04% | Add +67.3% | 43,076 | $1.1M |
| Reliant Wealth Planning | 0.48% | Add +127.0% | 42,367 | $1.0M |
| Advance Capital Management, Inc. | 0.05% | Add +7.0% | 41,878 | $1.0M |
| Little House Capital LLC | 0.32% | Reduce -3.7% | 41,211 | $1.0M |
| Princeton Global Asset Management LLC | 0.22% | No change | 40,125 | $994K |
| Crew Capital Management, Ltd | 0.78% | Reduce -8.1% | 39,370 | $975K |
| First Fiduciary Investment Counsel, Inc. | 0.21% | No change | 38,450 | $952K |
| Beacon Financial Group | 0.10% | Add +11.9% | 36,694 | $909K |
| Blue Square Asset Management, LLC | 0.52% | Reduce -1.0% | 36,280 | $899K |
| Benjamin Edwards Inc. | 0.17% | Add +11.2% | 36,007 | $892K |
| Mendota Financial Group, LLC | 0.47% | Add +1.2% | 35,141 | $870K |
| Austin Private Wealth, LLC | 0.09% | Add +44.7% | 32,724 | $811K |
| Cabot Wealth Management Inc. | 0.11% | Add +34.7% | 32,535 | $806K |
| Executive Wealth Management, LLC | 0.15% | Add +76.6% | 32,299 | $800K |
| GAMMA Investing LLC | 0.11% | Add +47.1% | 32,267 | $799K |
| Baron Silver Stevens Financial Advisors, LLC | 0.15% | Add +1.0% | 31,910 | $790K |
| Granite Harbor Advisors, Inc. | 0.48% | Add +16.1% | 30,103 | $746K |
| Valmark Advisers, Inc. | 0.01% | Add +135.9% | 29,349 | $727K |
| Lee Financial Co | 0.12% | No change | 28,900 | $716K |
| Montecito Bank & Trust | 0.14% | Add +79.2% | 27,457 | $680K |
| Neuberger Berman Group LLC | 0.00% | Add +4.6% | 27,331 | $677K |
| Summit Wealth Partners, LLC | 0.14% | Add +0.2% | 27,039 | $670K |
| Prosperity Planning, Inc. | 0.22% | New | 26,317 | $652K |
| FinTrust Capital Advisors, LLC | 0.12% | Add +14.7% | 26,219 | $649K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 26,000 | $644K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.1% | 25,450 | $630K |
| Autumn Glory Partners, LLC | 0.31% | Add +19.3% | 24,869 | $616K |
| McGlone Suttner Wealth Management, Inc. | 0.13% | Reduce -16.2% | 24,499 | $615K |
| Resonant Capital Advisors, LLC | 0.05% | Add +33.1% | 24,489 | $607K |
| Arcataur Capital Management LLC | 0.22% | New | 24,435 | $605K |
| Belpointe Asset Management LLC | 0.04% | Add +59.9% | 23,676 | $586K |
| Renaissance Technologies | 0.00% | New | 22,700 | $562K |
| Spectrum Wealth Counsel, LLC | 0.07% | Add +13.2% | 22,685 | $562K |
| WJ Wealth Management, LLC | 0.20% | New | 22,290 | $552K |
| Bank of New York Mellon Corp | 0.00% | Add +55.6% | 21,878 | $542K |
| Baird Financial Group, Inc. | 0.00% | Add +11.5% | 21,782 | $540K |
| Mutual Advisors, LLC | 0.02% | Reduce -5.8% | 21,379 | $535K |
| Dearborn Partners LLC | 0.02% | Add +4.2% | 21,309 | $528K |
| Stokes Family Office, LLC | 0.06% | No change | 21,295 | $527K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -33.2% | 21,125 | $523K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +89.8% | 20,995 | $520K |
| Mariner, LLC | 0.00% | Reduce -0.5% | 20,358 | $504K |
| Stockman Wealth Management, Inc. | 0.09% | Reduce -3.7% | 20,246 | $501K |
| Baker Boyer National Bank | 0.17% | New | 20,120 | $498K |
| 4J Wealth Management LLC | 0.41% | Add +5.3% | 19,949 | $494K |
| 1900 Wealth Management LLC | 0.05% | No change | 19,938 | $494K |
| Strid Group, LLC | 0.08% | Add +8.1% | 19,683 | $488K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -5.0% | 19,484 | $483K |
| Bradley & Co. Private Wealth Management, LLC | 0.36% | No change | 19,481 | $483K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +33.8% | 18,707 | $463K |
| BCS Wealth Management | 0.22% | No change | 18,593 | $461K |
| Robinson Smith Wealth Advisors LLC | 0.39% | Add +8.1% | 18,004 | $446K |
| Adirondack Trust Co. | 0.18% | Add +37.3% | 17,624 | $437K |
| Brookstone Capital Management | 0.01% | Add +40.5% | 17,247 | $431K |
| Keystone Wealth Services, LLC | 0.13% | Reduce -17.5% | 17,113 | $424K |
| Penobscot Investment Management Company, Inc. | 0.04% | New | 16,100 | $399K |
| Duncker Streett & Co. Inc. | 0.08% | Add +9.4% | 15,983 | $396K |
| Aerodigm Wealth, LLC | 0.18% | New | 15,892 | $394K |
| Ritholtz Wealth Management | 0.01% | No change | 15,750 | $390K |
| Smith, Moore & Co. | 0.04% | Add +2.4% | 15,747 | $390K |
| Roble, Belko & Company, Inc | 0.06% | Add +11.0% | 14,811 | $367K |
| Strata Wealth Advisors, LLC | 0.12% | No change | 14,617 | $362K |
| Valley Forge Investment Consultants Inc. Adv | 0.14% | Add +1.2% | 14,513 | $359K |
| Cypress Wealth Services, LLC | 0.08% | No change | 14,427 | $357K |
| Element Wealth, LLC | 0.20% | Reduce -5.4% | 14,310 | $354K |
| Schmidt P J Investment Management Inc. | 0.06% | Reduce -11.2% | 13,395 | $332K |
| Private Portfolio Partners LLC | 0.27% | No change | 13,300 | $329K |
| Bank of New Hampshire | 0.09% | Reduce -2.2% | 13,215 | $327K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | New | 13,160 | $326K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -7.8% | 13,226 | $326K |
| Old Mission Investment Co LLC | 0.11% | Add +24.2% | 13,103 | $325K |
| Strategic Blueprint, LLC | 0.02% | Reduce -9.5% | 12,789 | $317K |
| Sightline Wealth Advisors, LLC | 0.19% | New | 12,429 | $308K |
| Redwood Financial Network Corp | 0.26% | Add +27.1% | 12,419 | $308K |
| Comerica Bank | 0.00% | Reduce -4.1% | 12,008 | $297K |
| Journey Advisory Group, LLC | 0.04% | Reduce -20.0% | 11,921 | $295K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.2% | 11,635 | $291K |
| Straight Path Wealth Management | 0.14% | New | 11,363 | $281K |
| Atlanta Consulting Group Advisors, LLC | 0.06% | New | 11,260 | $279K |
| MKT Advisors LLC | 0.14% | Add +3.4% | 10,934 | $271K |
| REDW Wealth LLC | 0.07% | Add +4.9% | 10,738 | $266K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -35.8% | 10,672 | $264K |
| Mgo One Seven LLC | 0.01% | Add +0.5% | 10,580 | $262K |
| Principal Securities, Inc. | 0.01% | No change | 10,558 | $262K |
| Anchor Capital Advisors LLC | 0.01% | No change | 10,525 | $261K |
| Talisman Wealth Advisors LLC | 0.30% | New | 10,383 | $257K |
| Clearstead Advisors, LLC | 0.00% | New | 10,285 | $255K |
| Highland Financial Advisors, LLC | 0.09% | No change | 10,162 | $252K |
| Morton Capital Management LLC | 0.06% | Add +1.2% | 10,170 | $252K |
| Integrated Advisors Network LLC | 0.01% | Add +0.4% | 10,134 | $251K |
| MML Investors Services, LLC | 0.00% | Reduce -11.6% | 9,971 | $247K |
| Exchange Capital Management, Inc. | 0.04% | No change | 9,898 | $245K |
| Scotia Capital Inc. | 0.00% | No change | 9,600 | $238K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 9,550 | $237K |
| Regions Financial Corp. | 0.00% | New | 8,831 | $219K |
| Atwater Malick LLC | 0.07% | No change | 8,664 | $215K |
| Addison Advisors LLC | 0.07% | Add +31.8% | 8,515 | $211K |
| Cooper/Haims Advisors, LLC | 0.11% | No change | 8,230 | $204K |
| Iowa State Bank | 0.04% | Reduce -8.8% | 8,127 | $201K |
| Phillips Financial Management, LLC | 0.02% | Add +36.6% | 7,523 | $186K |
| Provenance Wealth Advisors, LLC | 0.02% | Add +21.0% | 5,895 | $146K |
| Wells Financial Advisors INC | 0.09% | No change | 5,560 | $138K |
| Cordgrass Capital Advisors, LLC | 0.04% | No change | 5,437 | $135K |
| Bogart Wealth, LLC | 0.01% | Add +0.1% | 5,377 | $133K |
| Barrett & Company, Inc. | 0.06% | Add +0.5% | 5,288 | $131K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | No change | 4,960 | $124K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 4,630 | $115K |
| CVA Family Office, LLC | 0.02% | New | 4,605 | $114K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 4,212 | $104K |
| Jones Financial Companies LLLP | 0.00% | Add +697.5% | 3,134 | $78K |
| First Horizon Advisors, Inc. | 0.00% | Add +1.6% | 2,888 | $72K |
| Knights of Columbus Asset Advisors LLC | 0.00% | No change | 2,880 | $71K |
| Creekmur Asset Management LLC | 0.02% | New | 2,790 | $69K |
| Sachetta, LLC | 0.03% | No change | 2,700 | $68K |
| International Assets Investment Management, LLC | 0.01% | New | 2,690 | $67K |
| Harbour Investments, Inc. | 0.00% | Add +50.5% | 2,410 | $60K |
| Ogorek Anthony Joseph /NY/ | 0.02% | Add +1.2% | 2,264 | $56K |
| Private Trust Co. NA | 0.01% | Reduce -1.1% | 2,250 | $56K |
| Trust Co | 0.01% | No change | 2,002 | $50K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 2,000 | $50K |
| Legacy Bridge, LLC | 0.03% | No change | 1,900 | $47K |
| Robbins Farley | 0.02% | Reduce -10.2% | 1,620 | $40K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1,608 | $40K |
| Front Row Advisors LLC | 0.01% | No change | 1,600 | $40K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,573 | $39K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 1,400 | $35K |
| Stephens Consulting, LLC | 0.01% | No change | 1,309 | $32K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,284 | $32K |
| Citigroup Inc. | 0.00% | No change | 1,224 | $30K |
| Blair William & Co. | 0.00% | New | 1,207 | $30K |
| JPMorgan Chase & Co. | 0.00% | No change | 1,185 | $29K |
| HM Payson & Co. | 0.00% | Add +184.3% | 1,137 | $28K |
| PSI Advisors, LLC | 0.01% | No change | 1,000 | $25K |
| Signaturefd, LLC | 0.00% | New | 1,000 | $25K |
| Harbor Investment Advisory, LLC | 0.00% | New | 815 | $20K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.1% | 734 | $18K |
| Biltmore Family Office, LLC | 0.00% | New | 650 | $16K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 600 | $15K |
| Y.D. More Investments Ltd | 0.00% | Reduce -60.6% | 500 | $12K |
| Central Bank & Trust Co. | 0.00% | New | 410 | $10K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -46.4% | 404 | $10K |
| First PREMIER Bank | 0.00% | New | 302 | $7K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 185 | $5K |
| Fifth Third Bancorp | 0.00% | New | 150 | $4K |
| BlackRock Inc. | 0.00% | Reduce -89.1% | 140 | $3K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 105 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 88 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 34 | $843 |
| FMR LLC | 0.00% | No change | 1 | $25 |
"% 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.