iShares Ibonds Dec 2028 ETFIBDTETF
13F holders, Q3 2024 (September 30)292holders +5
24new positions
15sold out
2famous investors
$25.54avg. 13F price*
At the end of Q3 2024, 292 institutions reported holding iShares Ibonds Dec 2028 ETF (IBDT) in their 13F filings, up 5 from Q2 2024. 24 opened new positions and 15 sold out. The largest holders were Bank of America Corp. ($180.4M), Aptus Capital Advisors, LLC ($85.0M) and Morgan Stanley ($78.3M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $28.7M |
| Exits | 15 | $12.8M |
All 13F filers, Q2 2024 → Q3 2024: 8,418,141 shares bought and 1,131,165 shares sold, net +7,286,976 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 292 holders
| Bank of America Corp. | 0.02% | Add +2.8% | 7,066,319 | $180.4M |
| Aptus Capital Advisors, LLC | 1.29% | Add +38.0% | 3,330,520 | $85.0M |
| Morgan Stanley | 0.01% | Add +10.4% | 3,065,569 | $78.3M |
| Capital Investment Advisors, LLC | 1.35% | Add +7.3% | 2,568,875 | $65.6M |
| Capital Advisors Inc. | 1.30% | Add +5.7% | 2,534,638 | $64.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +11.9% | 1,984,618 | $50.7M |
| Mercer Global Advisors Inc. | 0.11% | Add +6.5% | 1,884,502 | $48.0M |
| UBS Group AG | 0.01% | Add +32.8% | 1,800,523 | $46.0M |
| Royal Bank of Canada | 0.01% | Add +5.3% | 1,542,590 | $39.4M |
| Woodmont Investment Counsel LLC | 2.82% | Add +7.1% | 1,465,502 | $37.4M |
| LPL Financial LLC | 0.02% | Add +8.4% | 1,444,547 | $36.9M |
| HighTower Advisors, LLC | 0.05% | Add +24.2% | 1,235,780 | $31.5M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +6.9% | 1,208,287 | $30.8M |
| Wells Fargo & Company | 0.01% | Add +12.1% | 1,195,535 | $30.5M |
| Ameriprise Financial Inc. | 0.01% | Add +4.7% | 1,190,386 | $30.4M |
| Gratus Wealth Advisors, LLC | 4.64% | Add +4.5% | 1,126,325 | $28.4M |
| Sigma Investment Counselors Inc. | 1.59% | Add +3.0% | 1,062,566 | $27.1M |
| Klingman & Associates, LLC | 1.68% | Add +0.2% | 1,059,782 | $27.1M |
| Kathmere Capital Management, LLC | 2.21% | Reduce -12.0% | 921,911 | $23.5M |
| Hengehold Capital Management LLC | 2.19% | Add +31.8% | 904,494 | $23.1M |
| Gateway Advisory, LLC | 3.55% | Add +3.8% | 861,339 | $22.0M |
| Baltimore-Washington Financial Advisors, Inc. | 1.14% | New | 819,769 | $20.9M |
| Sound View Wealth Advisors Group, LLC | 1.68% | Add +25.0% | 806,748 | $20.6M |
| RVW Wealth, LLC | 1.91% | Add +10.4% | 806,740 | $20.6M |
| Lido Advisors, LLC | 0.15% | Add +52.5% | 765,310 | $19.5M |
| Howland Capital Management LLC | 0.80% | Add +62.6% | 721,170 | $18.4M |
| Corient Private Wealth LP | 0.03% | Add +3.1% | 693,982 | $17.7M |
| Stifel Financial Corp. | 0.02% | Add +2.8% | 683,514 | $17.5M |
| Advisors Capital Management, LLC | 0.27% | Add +2.3% | 643,000 | $16.4M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.9% | 614,638 | $15.7M |
| Monumental Financial Group Inc. | 5.20% | Add +45.9% | 549,429 | $14.0M |
| Arrow Financial Corp | 1.28% | Add +2.1% | 542,320 | $13.8M |
| MV Capital Management, Inc. | 1.42% | Add +2.1% | 524,008 | $13.4M |
| US Bancorp \de | 0.02% | Reduce -12.8% | 521,201 | $13.3M |
| Windsor Capital Management, LLC | 3.38% | Add +8.0% | 455,536 | $11.6M |
| Snowden Capital Advisors LLC | 0.35% | Add +102.2% | 455,231 | $11.6M |
| Truist Financial Corp. | 0.02% | Add +1.1% | 439,436 | $11.2M |
| Kestra Advisory Services, LLC | 0.06% | Add +1.6% | 397,784 | $10.2M |
| Raymond James & Associates | 0.01% | Add +16.3% | 396,463 | $10.1M |
| Benjamin Edwards Inc. | 0.14% | Add +938.5% | 373,949 | $9.5M |
| Commonwealth Financial Services, LLC | 1.83% | Add +5.6% | 364,269 | $9.3M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -0.0% | 341,520 | $8.7M |
| Lyell Wealth Management, LP | 0.72% | Add +17.7% | 308,104 | $7.9M |
| Captrust Financial Advisors | 0.02% | Add +9.1% | 299,491 | $7.6M |
| Peloton Wealth Strategists | 3.02% | Add +8.3% | 291,975 | $7.5M |
| CENTRAL TRUST Co | 0.17% | Add +20.4% | 284,269 | $7.3M |
| Probity Advisors, Inc. | 1.38% | Add +12.6% | 281,362 | $7.2M |
| PFG Private Wealth Management, LLC | 4.15% | Add +2.6% | 280,520 | $7.2M |
| Hamel Associates, Inc. | 2.19% | Add +2.3% | 280,135 | $7.2M |
| Sanctuary Advisors, LLC | 0.04% | Add +77.3% | 273,365 | $6.8M |
| MCF Advisors LLC | 0.48% | Add +65.2% | 267,170 | $6.8M |
| Keeler Thomas Management LLC | 2.12% | Reduce -1.2% | 263,128 | $6.7M |
| Arcadia Investment Advisors LLC | 3.34% | Add +3.5% | 244,060 | $6.2M |
| Sandy Spring Bank | 0.23% | Add +4.4% | 223,038 | $5.7M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +11.6% | 219,023 | $5.6M |
| MinichMacGregor Wealth Management, LLC | 1.17% | Add +0.7% | 214,081 | $5.5M |
| Signature Wealth Management Group | 2.14% | Add +1.5% | 208,767 | $5.3M |
| Glenview Trust Co | 0.10% | Add +18.7% | 205,280 | $5.2M |
| Citadel Advisors | 0.01% | Add +105.7% | 200,152 | $5.1M |
| IFP Advisors, Inc | 0.18% | Add +2.0% | 195,697 | $5.0M |
| NewEdge Advisors, LLC | 0.03% | Add +0.3% | 195,661 | $5.0M |
| Houlihan Financial Resource Group, Ltd. | 2.03% | Add +18.0% | 192,614 | $4.9M |
| Praetorian Wealth Management, Inc. | 1.22% | Add +1.8% | 191,336 | $4.9M |
| Parallel Advisors, LLC | 0.11% | Add +47.9% | 190,483 | $4.9M |
| Cwm, LLC | 0.02% | Add +17.0% | 178,738 | $4.6M |
| Cherry Tree Wealth Management, LLC | 1.08% | Add +13.0% | 177,862 | $4.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +64.1% | 174,580 | $4.5M |
| Guidance Point Advisors, LLC | 1.34% | Reduce -4.4% | 173,248 | $4.4M |
| Platte River Wealth Advisors, LLC | 1.18% | Reduce -15.5% | 172,580 | $4.4M |
| Spinnaker Trust | 0.27% | Add +20.4% | 170,234 | $4.3M |
| Moneco Advisors, LLC | 0.54% | Add +13.0% | 169,630 | $4.3M |
| Paradigm, Strategies in Wealth Management, LLC | 2.68% | Reduce -32.3% | 161,156 | $4.1M |
| Harbor Advisory Corp. | 1.32% | Reduce -7.4% | 158,558 | $4.0M |
| EP Wealth Advisors, LLC | 0.03% | Add +0.4% | 155,183 | $4.0M |
| Venture Visionary Partners LLC | 0.17% | Reduce -2.0% | 148,239 | $3.8M |
| 4Thought Financial Group Inc. | 2.29% | Add +1.4% | 145,457 | $3.7M |
| WJ Wealth Management, LLC | 1.30% | Add +547.5% | 144,319 | $3.7M |
| Matthew Goff Investment Advisor, LLC | 0.66% | Reduce -0.6% | 136,739 | $3.5M |
| Virginia Wealth Management Group, Inc. | 2.16% | Add +6.5% | 135,120 | $3.4M |
| CGN Advisors LLC | 0.35% | Add +5.4% | 134,685 | $3.4M |
| Precedent Wealth Partners, LLC | 1.12% | Add +16.3% | 133,312 | $3.4M |
| Great Diamond Partners, LLC | 0.86% | Reduce -0.0% | 133,176 | $3.4M |
| Krilogy Financial LLC | 0.23% | Reduce -16.3% | 131,129 | $3.3M |
| Droms Strauss Advisors Inc. /Mo/ | 1.16% | Add +4.8% | 128,837 | $3.3M |
| LFA - Lugano Financial Advisors SA | 2.22% | No change | 128,046 | $3.3M |
| Integrated Wealth Concepts LLC | 0.04% | Add +2.9% | 128,022 | $3.3M |
| J.W. Cole Advisors, Inc. | 0.13% | Add +38.6% | 125,984 | $3.2M |
| Wrapmanager Inc. | 0.82% | Add +5.8% | 124,328 | $3.2M |
| Evergreen Private Wealth LLC | 1.41% | Add +0.9% | 119,244 | $3.0M |
| Sabal Trust CO | 0.16% | Add +78.3% | 117,778 | $3.0M |
| Osaic Holdings, Inc. | 0.01% | Add +20.0% | 115,690 | $3.0M |
| Executive Wealth Management, LLC | 0.23% | Add +248.3% | 112,489 | $2.9M |
| STAR Financial Bank | 1.86% | Add +118.7% | 108,381 | $2.8M |
| Laurel Wealth Advisors LLC | 0.44% | Add +14.5% | 107,428 | $2.7M |
| Marathon Mission, Inc. | 1.88% | Reduce -43.1% | 105,663 | $2.7M |
| Fulton Breakefield Broenniman LLC | 0.18% | Add +10.5% | 103,769 | $2.6M |
| Atria Investments, Inc | 0.03% | Add +6.0% | 102,969 | $2.6M |
| GAMMA Investing LLC | 0.26% | Add +216.3% | 102,073 | $2.6M |
| Stonebrook Private Inc. | 0.68% | Add +38.7% | 100,786 | $2.6M |
| Centric Wealth Management | 0.68% | New | 102,848 | $2.6M |
"% 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.