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 |
| Precedent Wealth Partners, LLC | 0.98% | Reduce -9.8% | 120,208 | $3.0M |
| Crews Bank & Trust | 0.50% | — | 119,055 | $3.0M |
| Members Wealth LLC | 2.18% | — | 117,319 | $2.9M |
| Fulton Breakefield Broenniman LLC | 0.21% | Add +11.3% | 115,524 | $2.9M |
| STAR Financial Bank | 1.99% | Add +2.5% | 111,065 | $2.8M |
| Stonebrook Private Inc. | 0.72% | Add +10.1% | 110,918 | $2.8M |
| Marathon Mission, Inc. | 1.84% | Add +2.9% | 108,693 | $2.7M |
| Sax Wealth Advisors, LLC | 0.21% | Add +72.9% | 107,866 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +27.1% | 104,623 | $2.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -10.0% | 104,153 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.10% | Reduce -18.9% | 102,143 | $2.5M |
| Quantum Financial Advisors, LLC | 0.38% | Add +10.1% | 100,626 | $2.5M |
| LifePlan Financial, LLC | 2.21% | Add +1.8% | 100,294 | $2.5M |
| Global Retirement Partners, LLC | 0.07% | Add +2.8% | 100,207 | $2.5M |
| Safeguard Financial, LLC | 0.52% | Add +40.8% | 96,806 | $2.4M |
| Leavell Investment Management, Inc. | 0.12% | Add +25.6% | 95,692 | $2.4M |
| FF Advisors,LLC | 1.63% | Reduce -5.9% | 94,863 | $2.4M |
| Kintra Wealth, LLC | 1.60% | Add +4.3% | 92,300 | $2.3M |
| Sonata Capital Group Inc. | 0.93% | Add +388.0% | 90,557 | $2.3M |
| Associated Banc-Corp | 0.07% | Add +15.8% | 89,861 | $2.2M |
| Ironwood Financial, llc | 0.46% | Add +20.4% | 88,845 | $2.2M |
| LFA - Lugano Financial Advisors SA | 1.37% | Reduce -34.2% | 84,217 | $2.1M |
| Valmark Advisers, Inc. | 0.03% | Add +61.1% | 76,897 | $1.9M |
| Instrumental Wealth, LLC | 1.81% | Add +6.4% | 76,307 | $1.9M |
| Adirondack Trust Co. | 0.72% | Add +121.9% | 76,136 | $1.9M |
| United Capital Financial Advisors, LLC | 0.02% | Add +10.5% | 73,881 | $1.8M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -6.0% | 73,432 | $1.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +19.8% | 71,510 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +157.7% | 69,764 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +3.8% | 68,707 | $1.7M |
| BridgePort Financial Solutions, LLC | 0.77% | — | 67,267 | $1.7M |
| Chesley Taft & Associates LLC | 0.08% | Add +30.3% | 67,950 | $1.7M |
| Kesler, Norman & Wride, LLC | 0.36% | Reduce -21.8% | 67,064 | $1.7M |
| Cabot Wealth Management Inc. | 0.21% | Add +0.5% | 65,775 | $1.6M |
| Cornerstone Planning, LLC | 0.62% | — | 65,270 | $1.6M |
| Segment Wealth Management, LLC | 0.11% | Add +7.3% | 64,465 | $1.6M |
| LBMC Investment Advisors, LLC | 0.13% | Add +449.9% | 64,367 | $1.6M |
| Wilkins Miller Wealth Management, LLC | 1.68% | — | 64,359 | $1.6M |
| Arcataur Capital Management LLC | 0.54% | Add +69.8% | 64,045 | $1.6M |
| Meitav Investment House Ltd. | 0.03% | Add +6.3% | 61,119 | $1.5M |
| First Fiduciary Investment Counsel, Inc. | 0.31% | Add +60.3% | 60,810 | $1.5M |
| Foundation Wealth Management, LLC | 1.14% | Add +2.4% | 59,016 | $1.5M |
| Strid Group, LLC | 0.23% | Add +61.0% | 58,999 | $1.5M |
| Reliant Wealth Planning | 0.68% | Add +22.1% | 58,320 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +0.9% | 57,896 | $1.4M |
| Foundry Financial Group, Inc. | 0.88% | Add +3.8% | 56,981 | $1.4M |
| Covington Investment Advisors Inc. | 0.21% | New | 56,835 | $1.4M |
| Fortis Capital Management LLC | 0.26% | Reduce -27.3% | 56,031 | $1.4M |
| Cowa, LLC | 0.67% | Add +305.3% | 55,259 | $1.4M |
| Scissortail Wealth Management, LLC | 0.35% | Add +61644.3% | 54,335 | $1.4M |
| Cornell Pochily Investment Advisors, Inc. | 0.47% | Add +1.4% | 54,144 | $1.3M |
| Masso Torrence Wealth Management Inc. | 0.71% | Add +18.1% | 54,124 | $1.3M |
| Smith, Moore & Co. | 0.12% | Add +200.5% | 53,441 | $1.3M |
| Northstar Group, Inc. | 0.23% | Add +14.6% | 53,215 | $1.3M |
| Archford Capital Strategies, LLC | 0.20% | Reduce -2.8% | 53,161 | $1.3M |
| Nestegg Advisors, Inc. | 1.29% | — | 50,899 | $1.3M |
| Mariner, LLC | 0.00% | Add +144.0% | 50,632 | $1.3M |
| McGlone Suttner Wealth Management, Inc. | 0.20% | Add +57.6% | 49,168 | $1.2M |
| Valley Wealth Managers, Inc. | 0.09% | Reduce -0.8% | 48,920 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 48,601 | $1.2M |
| Montecito Bank & Trust | 0.20% | Add +11.8% | 46,390 | $1.2M |
| Advance Capital Management, Inc. | 0.05% | Add +1.6% | 46,098 | $1.1M |
| Clearstead Advisors, LLC | 0.02% | Add +342.3% | 45,493 | $1.1M |
| Resonant Capital Advisors, LLC | 0.08% | Add +43.6% | 44,137 | $1.1M |
| Cyr Financial Inc. | 0.99% | Reduce -3.3% | 43,807 | $1.1M |
| Princeton Global Asset Management LLC | 0.20% | Add +8.0% | 43,085 | $1.1M |
| Flow Traders U.S. LLC | 0.04% | Add +79.8% | 42,412 | $1.1M |
| Farmers National Bank | 0.31% | — | 42,357 | $1.1M |
| Godshalk Welsh Capital Management, Inc. | 0.67% | Add +378.2% | 41,600 | $1.0M |
| Penobscot Investment Management Company, Inc. | 0.09% | Add +110.7% | 41,200 | $1.0M |
| Provenance Wealth Advisors, LLC | 0.13% | Add +73.1% | 40,767 | $1.0M |
| Meridian Wealth Management, LLC | 0.05% | Add +67.5% | 40,108 | $999K |
| Blue Square Asset Management, LLC | 0.49% | Reduce -0.4% | 39,597 | $986K |
| Heartland Bank & Trust Co | 0.53% | Add +309.2% | 39,414 | $981K |
| 10Elms LLP | 1.22% | — | 39,151 | $975K |
| Beacon Financial Group | 0.10% | Add +27.9% | 39,020 | $972K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | No change | 38,438 | $957K |
| Horan Securities, Inc. | 0.36% | New | 38,079 | $948K |
| Little House Capital LLC | 0.26% | Reduce -13.2% | 36,993 | $921K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -26.4% | 36,535 | $910K |
| Baron Silver Stevens Financial Advisors, LLC | 0.15% | Add +13.1% | 36,437 | $907K |
| Granite Harbor Advisors, Inc. | 0.50% | Add +16.3% | 36,028 | $897K |
| Austin Private Wealth, LLC | 0.08% | Add +2.7% | 35,936 | $895K |
| Sightline Wealth Advisors, LLC | 0.46% | Add +112.4% | 34,026 | $847K |
| Comerica Bank | 0.00% | Add +33.1% | 33,797 | $842K |
| Cary Street Partners Financial LLC | 0.03% | — | 32,763 | $816K |
| Jones Financial Companies LLLP | 0.00% | Add +141.6% | 32,232 | $803K |
| Renaissance Technologies | 0.00% | Reduce -9.4% | 31,700 | $789K |
| Bank of New York Mellon Corp | 0.00% | Add +19.0% | 30,942 | $770K |
| Brookstone Capital Management | 0.01% | Add +21.3% | 29,390 | $732K |
| Lee Financial Co | 0.10% | No change | 28,900 | $720K |
| Consolidated Portfolio Review Corp | 0.11% | New | 28,609 | $712K |
| BlackRock, Inc. | 0.00% | Add +19920.0% | 28,028 | $698K |
| Neuberger Berman Group LLC | 0.00% | No change | 27,331 | $681K |
| Mendota Financial Group, LLC | 0.43% | Reduce -37.8% | 26,416 | $658K |
| Baker Boyer National Bank | 0.22% | Add +8.4% | 26,048 | $649K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 26,000 | $647K |
| Summit Wealth Partners, LLC | 0.13% | Reduce -4.3% | 25,938 | $646K |
| Autumn Glory Partners, LLC | 0.30% | Reduce -0.3% | 24,787 | $617K |
| Baird Financial Group, Inc. | 0.00% | Add +9.9% | 24,191 | $602K |
| Jacobi Capital Management LLC | 0.04% | Add +43.3% | 24,041 | $599K |
| Duncker Streett & Co. Inc. | 0.11% | Add +49.3% | 23,854 | $594K |
| Spectrum Wealth Counsel, LLC | 0.07% | Add +0.5% | 22,802 | $568K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +12.1% | 21,931 | $546K |
| Stockman Wealth Management, Inc. | 0.09% | Reduce -2.9% | 21,914 | $546K |
| Mutual Advisors, LLC | 0.02% | Add +1.9% | 21,832 | $545K |
| Johnson Bixby & Associates, LLC | 0.08% | New | 21,762 | $542K |
| Harbor Investment Advisory, LLC | 0.05% | Add +2551.4% | 21,609 | $538K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +13.7% | 21,630 | $538K |
| Dearborn Partners LLC | 0.02% | Add +0.1% | 21,509 | $536K |
| Stokes Family Office, LLC | 0.06% | No change | 21,295 | $530K |
| 4J Wealth Management LLC | 0.42% | Reduce -2.6% | 20,629 | $514K |
| First Interstate Bank | 0.03% | Add +160.2% | 20,578 | $512K |
| 1900 Wealth Management LLC | 0.04% | Add +1.6% | 20,485 | $510K |
| Belpointe Asset Management LLC | 0.03% | Add +12.4% | 19,091 | $484K |
| Roble, Belko & Company, Inc | 0.08% | Add +23.1% | 19,112 | $476K |
| BCS Wealth Management | 0.12% | No change | 18,593 | $463K |
| Robinson Smith Wealth Advisors LLC | 0.39% | No change | 18,566 | $462K |
| Ritholtz Wealth Management | 0.01% | Add +17.8% | 18,550 | $462K |
| Element Wealth, LLC | 0.23% | Add +13.2% | 17,937 | $447K |
| MML Investors Services, LLC | 0.00% | Add +5.3% | 17,794 | $443K |
| Redwood Financial Network Corp | 0.33% | Add +27.7% | 17,695 | $441K |
| Kades & Cheifetz LLC | 0.22% | New | 17,370 | $433K |
| Madden Advisory Services, Inc. | 0.20% | Add +26.7% | 16,865 | $420K |
| CVA Family Office, LLC | 0.07% | Add +15.1% | 16,705 | $416K |
| Integrated Advisors Network LLC | 0.02% | Add +37.3% | 16,590 | $413K |
| Bradley & Co. Private Wealth Management, LLC | 0.25% | — | 16,286 | $406K |
| Ancora Advisors LLC | 0.01% | Add +14.9% | 16,131 | $402K |
| Old Mission Investment Co LLC | 0.12% | Add +3.9% | 15,963 | $397K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.8% | 15,861 | $395K |
| Straight Path Wealth Management | 0.15% | Add +13.8% | 15,071 | $375K |
| Keystone Wealth Services, LLC | 0.10% | Reduce -2.1% | 14,945 | $372K |
| Valley Forge Investment Consultants Inc. Adv | 0.13% | Add +1.6% | 14,911 | $371K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -25.7% | 14,774 | $368K |
| Schmidt P J Investment Management Inc. | 0.06% | Add +1.4% | 14,693 | $366K |
| Strata Wealth Advisors, LLC | 0.11% | No change | 14,617 | $364K |
| Buffington Mohr McNeal | 0.06% | New | 13,944 | $347K |
| TD Waterhouse Canada Inc. | 0.00% | Add +371.8% | 13,780 | $343K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +584.9% | 13,548 | $337K |
| Private Portfolio Partners LLC | 0.06% | No change | 13,300 | $331K |
| Strategic Blueprint, LLC | 0.02% | Add +2.0% | 13,278 | $331K |
| Cypress Wealth Services, LLC | 0.07% | Reduce -8.7% | 13,171 | $328K |
| HM Payson & Co. | 0.01% | No change | 12,772 | $318K |
| HRT Financial LP | 0.00% | New | 12,365 | $307K |
| Bank of New Hampshire | 0.08% | Add +6.9% | 12,200 | $304K |
| DecisionMap Wealth Management, LLC | 0.24% | — | 11,939 | $297K |
| Journey Advisory Group, LLC | 0.04% | No change | 11,921 | $295K |
| Harbour Investments, Inc. | 0.01% | Add +15.0% | 11,698 | $291K |
| Regions Financial Corp. | 0.00% | Add +4.4% | 11,665 | $290K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 11,635 | $290K |
| Principal Securities, Inc. | 0.01% | Add +8.0% | 11,642 | $290K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | Add +866.7% | 11,600 | $289K |
| Mgo One Seven LLC | 0.01% | Add +3.1% | 11,067 | $276K |
| Dakota Wealth Management | 0.01% | New | 11,000 | $274K |
| Creekmur Asset Management LLC | 0.06% | Add +285.4% | 10,754 | $268K |
| Barrett & Company, Inc. | 0.11% | Add +92.9% | 10,248 | $255K |
| Highland Financial Advisors, LLC | 0.09% | No change | 10,162 | $253K |
| Montis Financial, LLC | 0.08% | New | 10,155 | $253K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 9,741 | $243K |
| Patriot Investment Management Group, Inc. | 0.02% | New | 9,723 | $242K |
| Avantax Advisory Services, Inc. | 0.00% | Add +14.8% | 9,700 | $242K |
| Scotia Capital Inc. | 0.00% | No change | 9,600 | $239K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 9,550 | $238K |
| StoneX Group Inc. | 0.01% | Add +1.0% | 9,039 | $225K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 8,958 | $223K |
| Atwater Malick LLC | 0.07% | No change | 8,664 | $216K |
| MKT Advisors LLC | 0.09% | Reduce -13.9% | 8,561 | $214K |
| Addison Advisors LLC | 0.06% | No change | 8,515 | $212K |
| REDW Wealth LLC | 0.07% | Reduce -21.0% | 8,485 | $211K |
| Asset Dedication, LLC | 0.02% | Reduce -85.7% | 8,469 | $211K |
| New England Private Wealth Advisors LLC | 0.03% | New | 8,448 | $210K |
| Conrad Siegel Investment Advisors, Inc. | 0.06% | New | 8,368 | $208K |
| Cooper/Haims Advisors, LLC | 0.12% | No change | 8,230 | $205K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 8,000 | $200K |
| Balentine LLC | 0.01% | New | 8,051 | $200K |
| First Horizon Advisors, Inc. | 0.01% | Add +178.4% | 8,040 | $200K |
| Phillips Financial Management, LLC | 0.01% | No change | 7,523 | $187K |
| JPMorgan Chase & Co. | 0.00% | Add +514.9% | 7,280 | $181K |
| Hills Bank & Trust Co | 0.01% | New | 6,457 | $161K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 6,300 | $157K |
| Bogart Wealth, LLC | 0.01% | Add +0.0% | 6,168 | $154K |
| Hurley Capital, LLC | 0.12% | — | 6,154 | $153K |
| Cordgrass Capital Advisors, LLC | 0.04% | No change | 5,437 | $135K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 5,130 | $128K |
| Koesten, Hirschmann & Crabtree, INC. | 0.07% | No change | 4,960 | $124K |
| HHM Wealth Advisors, LLC | 0.01% | New | 3,600 | $90K |
| Wells Financial Advisors INC | 0.12% | No change | 3,510 | $87K |
| Knights of Columbus Asset Advisors LLC | 0.00% | No change | 2,880 | $72K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.3% | 2,708 | $67K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 2,620 | $65K |
| Ogorek Anthony Joseph /NY/ | 0.02% | Add +1.6% | 2,326 | $57K |
| Private Trust Co. NA | 0.01% | Reduce -7.1% | 2,041 | $51K |
| Trust Co | 0.01% | No change | 2,002 | $50K |
| Sachetta, LLC | 0.02% | No change | 2,000 | $50K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 2,000 | $50K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 1,932 | $48K |
| First United Bank & Trust | 0.02% | New | 1,913 | $48K |
| Legacy Bridge, LLC | 0.02% | No change | 1,900 | $47K |
| Robbins Farley | 0.02% | Add +4.4% | 1,710 | $43K |
| 2UniFi Bank | 0.03% | — | 1,684 | $42K |
| CoreCap Advisors, LLC | 0.00% | New | 1,673 | $42K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1,608 | $40K |
| Front Row Advisors LLC | 0.01% | No change | 1,600 | $40K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 1,452 | $36K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 1,400 | $35K |
| Hemington Wealth Management | 0.01% | Add +11.3% | 1,335 | $33K |
| Stephens Consulting, LLC | 0.01% | No change | 1,309 | $33K |
| Fifth Third Bancorp | 0.00% | Add +740.7% | 1,261 | $31K |
| Coastline Trust Co | 0.00% | No change | 1,211 | $30K |
| Blair William & Co. | 0.00% | No change | 1,207 | $30K |
| PSI Advisors, LLC | 0.01% | No change | 1,000 | $25K |
| Eastern Bank | 0.00% | No change | 845 | $21K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.5% | 754 | $19K |
| Blue Trust, Inc. | 0.00% | New | 713 | $18K |
| Venturi Wealth Management, LLC | 0.00% | New | 658 | $16K |
| Biltmore Family Office, LLC | 0.00% | No change | 650 | $16K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 600 | $15K |
| PNC Financial Services Group, Inc. | 0.00% | Add +21.4% | 595 | $15K |
| Whittier Trust Co. | 0.00% | New | 528 | $13K |
| Coppell Advisory Solutions LLC | 0.00% | New | 514 | $13K |
| Y.D. More Investments Ltd | 0.00% | No change | 500 | $12K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.5% | 413 | $10K |
| First PREMIER Bank | 0.00% | No change | 302 | $8K |
| Logan Capital Management Inc. | 0.00% | No change | 248 | $6K |
| Noble Wealth Management PBC | 0.00% | — | 125 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +255.9% | 121 | $3K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 105 | $3K |
| Kestra Investment Management, LLC | 0.00% | New | 79 | $2K |
"% 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.