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 |
| FF Advisors,LLC | 1.66% | Add +4.5% | 100,789 | $2.5M |
| Allworth Financial LP | 0.02% | Add +0.3% | 99,583 | $2.5M |
| LifePlan Financial, LLC | 2.16% | Add +1.5% | 98,486 | $2.5M |
| Global Retirement Partners, LLC | 0.08% | Add +14.1% | 97,495 | $2.5M |
| Quantum Financial Advisors, LLC | 0.37% | Add +8.4% | 91,361 | $2.3M |
| Creative Planning | 0.00% | Add +21.4% | 88,793 | $2.3M |
| Kintra Wealth, LLC | 1.53% | Add +5.9% | 88,478 | $2.3M |
| Kesler, Norman & Wride, LLC | 0.43% | Add +0.4% | 85,703 | $2.2M |
| Cetera Investment Advisers | 0.00% | Add +29.1% | 84,771 | $2.2M |
| First National Trust Co | 0.08% | Add +92.2% | 82,774 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +30.6% | 82,298 | $2.1M |
| Coldstream Capital Management Inc. | 0.04% | No change | 78,113 | $2.0M |
| Associated Banc-Corp | 0.06% | Reduce -2.9% | 77,623 | $2.0M |
| Fortis Capital Management LLC | 0.40% | Add +10.4% | 77,027 | $2.0M |
| Leavell Investment Management, Inc. | 0.10% | Add +36.6% | 76,210 | $1.9M |
| Ironwood Financial, llc | 0.40% | Add +40.4% | 73,773 | $1.9M |
| Instrumental Wealth, LLC | 1.77% | Add +3.5% | 71,736 | $1.8M |
| Safeguard Financial, LLC | 0.41% | Add +46.1% | 68,744 | $1.8M |
| United Capital Financial Advisors, LLC | 0.01% | Add +4.5% | 66,886 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -6.4% | 66,183 | $1.7M |
| Cabot Wealth Management Inc. | 0.21% | Add +101.2% | 65,467 | $1.7M |
| Sax Wealth Advisors, LLC | 0.14% | Add +16.3% | 62,388 | $1.6M |
| Segment Wealth Management, LLC | 0.11% | Add +4.2% | 60,070 | $1.5M |
| Leo Wealth, LLC | 0.14% | Add +23.9% | 59,998 | $1.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Reduce -1.9% | 59,708 | $1.5M |
| Asset Dedication, LLC | 0.10% | Reduce -27.1% | 59,073 | $1.5M |
| Foundation Wealth Management, LLC | 1.12% | Add +1.7% | 57,618 | $1.5M |
| Meitav Investment House Ltd. | 0.02% | Reduce -2.2% | 57,476 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +20.3% | 57,378 | $1.5M |
| Scissortail Wealth Management, LLC | 0.35% | Reduce -99.8% | 88 | $1.4M |
| Foundry Financial Group, Inc. | 0.88% | Add +4.2% | 54,913 | $1.4M |
| Archford Capital Strategies, LLC | 0.21% | Reduce -2.5% | 54,664 | $1.4M |
| Cornell Pochily Investment Advisors, Inc. | 0.47% | Add +22.9% | 53,420 | $1.4M |
| Chesley Taft & Associates LLC | 0.06% | Add +18.4% | 52,150 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -33.2% | 49,653 | $1.3M |
| Valley Wealth Managers, Inc. | 0.09% | Add +0.6% | 49,301 | $1.3M |
| Reliant Wealth Planning | 0.53% | Add +12.7% | 47,763 | $1.2M |
| Valmark Advisers, Inc. | 0.02% | Add +62.6% | 47,728 | $1.2M |
| Northstar Group, Inc. | 0.22% | Add +5.4% | 46,439 | $1.2M |
| Masso Torrence Wealth Management Inc. | 0.63% | Reduce -0.0% | 45,843 | $1.2M |
| Advance Capital Management, Inc. | 0.05% | Add +8.4% | 45,390 | $1.2M |
| Cyr Financial Inc. | 1.08% | Reduce -3.5% | 45,282 | $1.2M |
| Little House Capital LLC | 0.31% | Add +3.5% | 42,636 | $1.1M |
| Mendota Financial Group, LLC | 0.52% | Add +20.9% | 42,469 | $1.1M |
| Montecito Bank & Trust | 0.18% | Add +51.1% | 41,501 | $1.1M |
| Princeton Global Asset Management LLC | 0.20% | Reduce -0.6% | 39,885 | $1.0M |
| Blue Square Asset Management, LLC | 0.55% | Add +9.6% | 39,773 | $1.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +192.1% | 38,438 | $981K |
| First Fiduciary Investment Counsel, Inc. | 0.19% | Reduce -1.3% | 37,935 | $968K |
| Arcataur Capital Management LLC | 0.33% | Add +54.4% | 37,725 | $963K |
| Crew Capital Management, Ltd | 0.75% | Reduce -6.7% | 36,722 | $938K |
| Strid Group, LLC | 0.14% | Add +86.2% | 36,648 | $936K |
| Austin Private Wealth, LLC | 0.09% | Add +7.0% | 35,006 | $894K |
| Renaissance Technologies | 0.00% | Add +54.2% | 35,000 | $894K |
| Adirondack Trust Co. | 0.34% | Add +94.7% | 34,308 | $876K |
| Baron Silver Stevens Financial Advisors, LLC | 0.14% | Add +1.0% | 32,227 | $823K |
| McGlone Suttner Wealth Management, Inc. | 0.17% | Add +27.4% | 31,206 | $797K |
| Granite Harbor Advisors, Inc. | 0.47% | Add +2.9% | 30,977 | $791K |
| Resonant Capital Advisors, LLC | 0.06% | Add +25.5% | 30,734 | $785K |
| Beacon Financial Group | 0.08% | Reduce -16.9% | 30,508 | $779K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Add +45.2% | 30,487 | $778K |
| Lee Financial Co | 0.10% | No change | 28,900 | $738K |
| Neuberger Berman Group LLC | 0.00% | No change | 27,331 | $698K |
| Summit Wealth Partners, LLC | 0.13% | Add +0.2% | 27,091 | $692K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.4% | 27,076 | $691K |
| FinTrust Capital Advisors, LLC | 0.11% | Reduce -0.5% | 26,102 | $666K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 26,000 | $664K |
| Bank of New York Mellon Corp | 0.00% | Add +18.8% | 25,994 | $664K |
| Comerica Bank | 0.00% | Add +111.5% | 25,400 | $648K |
| Autumn Glory Partners, LLC | 0.24% | No change | 24,869 | $635K |
| Brookstone Capital Management | 0.01% | Add +40.5% | 24,228 | $619K |
| Baker Boyer National Bank | 0.21% | Add +19.5% | 24,036 | $614K |
| Meridian Wealth Management, LLC | 0.03% | New | 23,951 | $611K |
| Flow Traders U.S. LLC | 0.03% | New | 23,583 | $602K |
| Provenance Wealth Advisors, LLC | 0.08% | Add +299.5% | 23,548 | $601K |
| Spectrum Wealth Counsel, LLC | 0.07% | No change | 22,685 | $579K |
| Stockman Wealth Management, Inc. | 0.09% | Add +11.5% | 22,569 | $576K |
| Baird Financial Group, Inc. | 0.00% | Add +1.1% | 22,011 | $562K |
| Dearborn Partners LLC | 0.02% | Add +0.9% | 21,498 | $549K |
| Stokes Family Office, LLC | 0.06% | No change | 21,295 | $544K |
| 4J Wealth Management LLC | 0.42% | Add +6.2% | 21,189 | $541K |
| Mutual Advisors, LLC | 0.02% | Add +0.2% | 21,422 | $540K |
| Mariner, LLC | 0.00% | Add +1.9% | 20,752 | $530K |
| 1900 Wealth Management LLC | 0.04% | Add +1.2% | 20,170 | $515K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.9% | 19,876 | $507K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +0.5% | 19,571 | $500K |
| Penobscot Investment Management Company, Inc. | 0.04% | Add +21.4% | 19,550 | $499K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +1.7% | 19,026 | $485K |
| BCS Wealth Management | 0.20% | No change | 18,593 | $475K |
| Sonata Capital Group Inc. | 0.20% | New | 18,557 | $474K |
| Robinson Smith Wealth Advisors LLC | 0.40% | Add +3.1% | 18,566 | $474K |
| Smith, Moore & Co. | 0.04% | Add +12.9% | 17,786 | $454K |
| Belpointe Asset Management LLC | 0.03% | Reduce -28.3% | 16,981 | $434K |
| MML Investors Services, LLC | 0.00% | Add +69.5% | 16,906 | $432K |
| Jacobi Capital Management LLC | 0.03% | New | 16,779 | $428K |
| Sightline Wealth Advisors, LLC | 0.23% | Add +28.9% | 16,020 | $409K |
| Duncker Streett & Co. Inc. | 0.07% | No change | 15,983 | $408K |
| Element Wealth, LLC | 0.21% | Add +10.7% | 15,841 | $404K |
| Ritholtz Wealth Management | 0.01% | No change | 15,750 | $402K |
| Oppenheimer & Co. Inc. | 0.01% | New | 15,735 | $402K |
| Roble, Belko & Company, Inc | 0.06% | Add +4.8% | 15,523 | $396K |
| Old Mission Investment Co LLC | 0.12% | Add +17.3% | 15,367 | $392K |
| Keystone Wealth Services, LLC | 0.11% | Reduce -10.8% | 15,259 | $390K |
| Valley Forge Investment Consultants Inc. Adv | 0.13% | Add +1.2% | 14,682 | $375K |
| Strata Wealth Advisors, LLC | 0.12% | No change | 14,617 | $373K |
| CVA Family Office, LLC | 0.06% | Add +215.3% | 14,520 | $371K |
| Schmidt P J Investment Management Inc. | 0.06% | Add +8.2% | 14,495 | $370K |
| Cypress Wealth Services, LLC | 0.08% | No change | 14,427 | $368K |
| Ancora Advisors LLC | 0.01% | New | 14,041 | $358K |
| Redwood Financial Network Corp | 0.28% | Add +11.6% | 13,861 | $354K |
| Cowa, LLC | 0.17% | New | 13,635 | $348K |
| Jones Financial Companies LLLP | 0.00% | Add +325.7% | 13,341 | $341K |
| Madden Advisory Services, Inc. | 0.16% | New | 13,309 | $340K |
| Private Portfolio Partners LLC | 0.06% | No change | 13,300 | $340K |
| Straight Path Wealth Management | 0.15% | Add +16.6% | 13,246 | $338K |
| Strategic Blueprint, LLC | 0.02% | Add +1.7% | 13,011 | $332K |
| HM Payson & Co. | 0.01% | Add +1023.3% | 12,772 | $326K |
| Integrated Advisors Network LLC | 0.01% | Add +19.3% | 12,087 | $309K |
| LBMC Investment Advisors, LLC | 0.02% | New | 11,705 | $299K |
| Journey Advisory Group, LLC | 0.04% | No change | 11,921 | $295K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 11,635 | $293K |
| Bank of New Hampshire | 0.07% | Reduce -13.6% | 11,415 | $291K |
| Regions Financial Corp. | 0.00% | Add +26.5% | 11,169 | $285K |
| Principal Securities, Inc. | 0.01% | Add +2.1% | 10,778 | $275K |
| REDW Wealth LLC | 0.07% | No change | 10,738 | $274K |
| Mgo One Seven LLC | 0.01% | Add +1.4% | 10,731 | $274K |
| Anchor Capital Advisors LLC | 0.01% | No change | 10,525 | $269K |
| Talisman Wealth Advisors LLC | 0.28% | Reduce -0.9% | 10,287 | $263K |
| Clearstead Advisors, LLC | 0.00% | No change | 10,285 | $263K |
| Harbour Investments, Inc. | 0.01% | Add +322.2% | 10,176 | $260K |
| Highland Financial Advisors, LLC | 0.09% | No change | 10,162 | $259K |
| MKT Advisors LLC | 0.12% | Reduce -9.0% | 9,946 | $253K |
| Exchange Capital Management, Inc. | 0.04% | Reduce -0.1% | 9,883 | $252K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -8.2% | 9,799 | $250K |
| Heartland Bank & Trust Co | 0.13% | New | 9,631 | $246K |
| Scotia Capital Inc. | 0.00% | No change | 9,600 | $245K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 9,550 | $244K |
| StoneX Group Inc. | 0.02% | New | 8,946 | $228K |
| Godshalk Welsh Capital Management, Inc. | 0.14% | New | 8,700 | $222K |
| Atwater Malick LLC | 0.07% | No change | 8,664 | $221K |
| Addison Advisors LLC | 0.06% | No change | 8,515 | $217K |
| Avantax Advisory Services, Inc. | 0.00% | New | 8,448 | $216K |
| Cooper/Haims Advisors, LLC | 0.12% | No change | 8,230 | $210K |
| First Interstate Bank | 0.01% | New | 7,909 | $202K |
| Phillips Financial Management, LLC | 0.01% | No change | 7,523 | $192K |
| Bogart Wealth, LLC | 0.01% | Add +14.7% | 6,166 | $157K |
| Cordgrass Capital Advisors, LLC | 0.04% | No change | 5,437 | $139K |
| Barrett & Company, Inc. | 0.06% | Add +0.5% | 5,313 | $136K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Add +10.8% | 5,130 | $131K |
| Koesten, Hirschmann & Crabtree, INC. | 0.07% | No change | 4,960 | $127K |
| Wells Financial Advisors INC | 0.12% | Reduce -36.9% | 3,510 | $90K |
| TD Waterhouse Canada Inc. | 0.00% | New | 2,921 | $74K |
| First Horizon Advisors, Inc. | 0.00% | No change | 2,888 | $74K |
| Knights of Columbus Asset Advisors LLC | 0.00% | No change | 2,880 | $74K |
| Creekmur Asset Management LLC | 0.02% | No change | 2,790 | $71K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -79.6% | 2,701 | $69K |
| Ogorek Anthony Joseph /NY/ | 0.02% | Add +1.1% | 2,290 | $58K |
| Private Trust Co. NA | 0.01% | Reduce -2.3% | 2,198 | $56K |
| Trust Co | 0.01% | No change | 2,002 | $51K |
| Sachetta, LLC | 0.02% | Reduce -25.9% | 2,000 | $51K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 2,000 | $51K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +25.8% | 1,978 | $50K |
| Legacy Bridge, LLC | 0.03% | No change | 1,900 | $49K |
| Robbins Farley | 0.02% | Add +1.1% | 1,638 | $42K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1,608 | $41K |
| Front Row Advisors LLC | 0.01% | No change | 1,600 | $41K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 1,400 | $36K |
| Stephens Consulting, LLC | 0.01% | No change | 1,309 | $33K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,284 | $33K |
| Coastline Trust Co | 0.00% | New | 1,211 | $31K |
| Blair William & Co. | 0.00% | No change | 1,207 | $31K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 1,200 | $31K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.1% | 1,184 | $30K |
| Hemington Wealth Management | 0.01% | New | 1,199 | $30K |
| PSI Advisors, LLC | 0.01% | No change | 1,000 | $26K |
| Eastern Bank | 0.00% | New | 845 | $22K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 815 | $21K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.2% | 743 | $19K |
| Biltmore Family Office, LLC | 0.00% | No change | 650 | $17K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 600 | $15K |
| Abound Wealth Management | 0.01% | New | 590 | $15K |
| Y.D. More Investments Ltd | 0.00% | No change | 500 | $13K |
| PNC Financial Services Group, Inc. | 0.00% | Add +456.8% | 490 | $12K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.7% | 407 | $10K |
| First PREMIER Bank | 0.00% | No change | 302 | $8K |
| Logan Capital Management Inc. | 0.00% | New | 248 | $6K |
| Fifth Third Bancorp | 0.00% | No change | 150 | $4K |
| BlackRock, Inc. | 0.00% | — | 140 | $4K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 105 | $3K |
| Capital Analysts, LLC | 0.00% | New | 22 | $1K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 34 | $869 |
"% 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.