iShares Ibonds Dec 2028 ETFIBDTETF
13F holders, Q4 2024 (December 31)329holders +37
36new positions
11sold out
1famous investor
$24.90avg. 13F price*
At the end of Q4 2024, 329 institutions reported holding iShares Ibonds Dec 2028 ETF (IBDT) in their 13F filings, up 37 from Q3 2024. 36 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($191.1M), Morgan Stanley ($88.4M) and Capital Investment Advisors, LLC ($69.3M). One famous investor held it 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $70.1M |
| Exits | 11 | $11.6M |
All 13F filers, Q3 2024 → Q4 2024: 9,945,854 shares bought and 2,694,882 shares sold, net +7,250,972 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 329 holders
| Bank of America Corp. | 0.02% | Add +8.6% | 7,674,497 | $191.1M |
| Morgan Stanley | 0.01% | Add +15.8% | 3,549,977 | $88.4M |
| Capital Investment Advisors, LLC | 1.41% | Add +8.4% | 2,784,813 | $69.3M |
| Capital Advisors Inc. | 1.34% | Add +6.5% | 2,698,707 | $67.2M |
| Envestnet Asset Management Inc. | 0.02% | Add +8.2% | 2,146,776 | $53.5M |
| Aptus Capital Advisors, LLC | 0.61% | Reduce -37.7% | 2,075,033 | $51.7M |
| UBS Group AG | 0.01% | Add +10.2% | 1,984,298 | $49.4M |
| Mercer Global Advisors Inc. | 0.12% | Add +4.9% | 1,977,557 | $49.2M |
| Raymond James Financial Inc. | 0.02% | — | 1,975,838 | $49.2M |
| Royal Bank of Canada | 0.01% | Add +10.2% | 1,699,845 | $42.3M |
| LPL Financial LLC | 0.02% | Add +12.3% | 1,621,651 | $40.4M |
| Woodmont Investment Counsel LLC | 2.83% | Add +5.0% | 1,539,109 | $38.3M |
| Wells Fargo & Company | 0.01% | Add +18.7% | 1,419,105 | $35.3M |
| HighTower Advisors, LLC | 0.04% | Add +6.0% | 1,309,592 | $32.6M |
| Summitry LLC | 1.48% | New | 1,208,359 | $30.1M |
| Lido Advisors, LLC | 0.18% | Add +53.1% | 1,171,675 | $29.2M |
| Gratus Wealth Advisors, LLC | 4.62% | Add +2.9% | 1,158,816 | $28.9M |
| Sigma Investment Counselors Inc. | 1.62% | Add +4.5% | 1,110,725 | $27.7M |
| Klingman & Associates, LLC | 1.71% | Add +2.6% | 1,087,184 | $27.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -8.9% | 1,083,928 | $27.0M |
| Kathmere Capital Management, LLC | 2.12% | Add +2.8% | 947,947 | $23.6M |
| Hengehold Capital Management LLC | 2.18% | Add +2.7% | 928,620 | $23.1M |
| Howland Capital Management LLC | 1.01% | Add +28.5% | 926,674 | $23.1M |
| RVW Wealth, LLC | 2.02% | Add +7.8% | 869,496 | $21.7M |
| Sound View Wealth Advisors Group, LLC | 1.73% | Add +7.0% | 863,127 | $21.5M |
| Truist Financial Corp. | 0.03% | Add +95.9% | 860,929 | $21.4M |
| Baltimore-Washington Financial Advisors, Inc. | 1.10% | Add +3.7% | 850,318 | $21.2M |
| Stifel Financial Corp. | 0.02% | Add +3.8% | 709,674 | $17.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +9.6% | 673,653 | $16.8M |
| Corient Private Wealth LP | 0.03% | Reduce -7.3% | 643,289 | $16.0M |
| US Bancorp \de | 0.02% | Add +13.7% | 592,380 | $14.8M |
| Apollon Wealth Management, LLC | 0.33% | New | 582,958 | $14.5M |
| MV Capital Management, Inc. | 1.52% | Add +9.2% | 572,370 | $14.3M |
| Arrow Financial Corp | 1.33% | Add +4.0% | 563,736 | $14.0M |
| Snowden Capital Advisors LLC | 0.36% | Add +2.5% | 466,649 | $11.6M |
| Windsor Capital Management, LLC | 3.39% | Add +0.6% | 458,278 | $11.4M |
| Kestra Advisory Services, LLC | 0.06% | Add +12.3% | 446,822 | $11.1M |
| Captrust Financial Advisors | 0.03% | Add +32.3% | 396,325 | $9.9M |
| Benjamin Edwards Inc. | 0.14% | Add +4.1% | 389,421 | $9.7M |
| Glenview Trust Co | 0.17% | Add +82.7% | 375,097 | $9.3M |
| Commonwealth Financial Services, LLC | 1.81% | Add +1.5% | 369,889 | $9.2M |
| Probity Advisors, Inc. | 1.68% | Add +24.7% | 350,854 | $8.7M |
| Lyell Wealth Management, LP | 0.74% | Add +7.4% | 331,018 | $8.2M |
| CENTRAL TRUST Co | 0.20% | Add +13.4% | 322,414 | $8.0M |
| Peloton Wealth Strategists | 3.27% | Add +9.3% | 319,174 | $7.9M |
| Hamel Associates, Inc. | 2.46% | Add +9.5% | 306,735 | $7.6M |
| Spinnaker Trust | 0.47% | Add +75.4% | 298,655 | $7.4M |
| Sanctuary Advisors, LLC | 0.05% | Add +7.9% | 294,889 | $7.4M |
| Advisors Capital Management, LLC | 0.12% | Reduce -54.2% | 294,305 | $7.3M |
| PFG Private Wealth Management, LLC | 4.14% | Add +4.1% | 291,900 | $7.3M |
| MCF Advisors LLC | 0.48% | Add +2.1% | 272,661 | $6.8M |
| Mesirow Financial Investment Management, Inc. | 0.13% | New | 261,018 | $6.5M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +15.6% | 253,224 | $6.3M |
| Arcadia Investment Advisors LLC | 3.38% | Add +2.2% | 249,512 | $6.2M |
| Keeler Thomas Management LLC | 2.18% | Reduce -6.5% | 246,072 | $6.1M |
| NewEdge Advisors, LLC | 0.04% | Add +21.2% | 237,215 | $5.9M |
| Parallel Advisors, LLC | 0.13% | Add +24.0% | 236,278 | $5.9M |
| Sandy Spring Bank | 0.23% | Add +1.6% | 226,686 | $5.6M |
| InvesTrust | 1.56% | — | 225,529 | $5.6M |
| MinichMacGregor Wealth Management, LLC | 1.14% | Add +2.9% | 220,248 | $5.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +25.8% | 219,602 | $5.5M |
| Signature Wealth Management Group | 2.11% | Add +0.7% | 210,302 | $5.2M |
| Cherry Tree Wealth Management, LLC | 1.29% | Add +18.1% | 209,977 | $5.2M |
| Houlihan Financial Resource Group, Ltd. | 2.20% | Add +7.6% | 207,166 | $5.2M |
| First National Trust Co | 0.19% | Add +145.3% | 203,040 | $5.1M |
| Praetorian Wealth Management, Inc. | 1.22% | Add +5.3% | 201,436 | $5.0M |
| IFP Advisors, Inc | 0.16% | Add +1.8% | 199,298 | $5.0M |
| Cwm, LLC | 0.02% | Add +10.0% | 196,665 | $4.9M |
| Creative Planning | 0.00% | Add +119.4% | 194,807 | $4.9M |
| Atria Investments, Inc | 0.06% | Add +86.2% | 191,693 | $4.8M |
| Wolfstich Capital, LLC | 4.12% | — | 186,617 | $4.6M |
| Centricity Wealth Management, LLC | 4.22% | — | 181,582 | $4.5M |
| Moneco Advisors, LLC | 0.47% | Add +5.5% | 179,035 | $4.5M |
| Guidance Point Advisors, LLC | 1.28% | Add +1.9% | 176,533 | $4.4M |
| EP Wealth Advisors, LLC | 0.03% | Add +9.8% | 170,430 | $4.2M |
| Venture Visionary Partners LLC | 0.17% | Add +9.4% | 162,132 | $4.0M |
| Harbor Advisory Corp. | 1.31% | Add +1.0% | 160,080 | $4.0M |
| Virginia Wealth Management Group, Inc. | 2.38% | Add +14.3% | 154,505 | $3.8M |
| Matthew Goff Investment Advisor, LLC | 0.71% | Add +12.2% | 153,459 | $3.8M |
| 4Thought Financial Group Inc. | 2.37% | Add +5.4% | 153,317 | $3.8M |
| Executive Wealth Management, LLC | 0.30% | Add +35.2% | 152,044 | $3.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -56.0% | 150,125 | $3.7M |
| Sabal Trust CO | 0.22% | Add +27.3% | 149,916 | $3.7M |
| CGN Advisors LLC | 0.36% | Add +9.2% | 147,084 | $3.7M |
| Leo Wealth, LLC | 0.32% | Add +142.1% | 145,256 | $3.6M |
| Droms Strauss Advisors Inc. /Mo/ | 1.18% | Add +12.5% | 144,930 | $3.6M |
| Krilogy Financial LLC | 0.24% | Add +9.8% | 144,021 | $3.6M |
| Centric Wealth Management | 0.97% | Add +39.7% | 143,675 | $3.6M |
| Paradigm, Strategies in Wealth Management, LLC | 2.35% | Reduce -11.3% | 142,966 | $3.6M |
| Rebalance, LLC | 0.26% | New | 139,288 | $3.5M |
| Sowell Financial Services LLC | 0.18% | New | 137,860 | $3.4M |
| Allworth Financial LP | 0.02% | Add +38.0% | 137,476 | $3.4M |
| Jane Street Group, LLC | 0.01% | New | 137,676 | $3.4M |
| Great Diamond Partners, LLC | 0.86% | Add +0.6% | 133,908 | $3.3M |
| Laurel Wealth Advisors LLC | 0.51% | Add +21.4% | 130,403 | $3.2M |
| Wrapmanager Inc. | 0.83% | Add +4.4% | 129,790 | $3.2M |
| Cetera Investment Advisers | 0.01% | Add +50.1% | 127,245 | $3.2M |
| GAMMA Investing LLC | 0.26% | Add +21.4% | 123,906 | $3.1M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -4.0% | 122,907 | $3.1M |
| Evergreen Private Wealth LLC | 1.42% | Add +2.1% | 121,721 | $3.0M |
"% 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.