iShares Ibonds Dec 2028 ETFIBDTETF
13F holders, Q1 2025 (March 31)344holders +15
34new positions
16sold out
2famous investors
$25.26avg. 13F price*
At the end of Q1 2025, 344 institutions reported holding iShares Ibonds Dec 2028 ETF (IBDT) in their 13F filings, up 15 from Q4 2024. 34 opened new positions and 16 sold out. The largest holders were Bank of America Corp. ($196.2M), Morgan Stanley ($94.5M) and Capital Investment Advisors, LLC ($75.5M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2028 ETF
- CUSIP
- 46435U515
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $37.7M |
| Exits | 16 | $6.7M |
All 13F filers, Q4 2024 → Q1 2025: 8,892,515 shares bought and 1,207,590 shares sold, net +7,684,925 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 344 holders
| Bank of America Corp. | 0.02% | Add +1.2% | 7,767,992 | $196.2M |
| Morgan Stanley | 0.01% | Add +5.4% | 3,740,878 | $94.5M |
| Capital Investment Advisors, LLC | 1.48% | Add +7.3% | 2,987,403 | $75.5M |
| Capital Advisors Inc. | 1.47% | Add +8.2% | 2,919,415 | $73.7M |
| Mercer Global Advisors Inc. | 0.14% | Add +19.4% | 2,361,388 | $59.8M |
| Aptus Capital Advisors, LLC | 0.67% | Add +12.5% | 2,334,218 | $59.0M |
| Raymond James Financial Inc. | 0.02% | Add +16.4% | 2,299,055 | $58.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +3.3% | 2,216,808 | $56.0M |
| UBS Group AG | 0.01% | Add +7.3% | 2,129,591 | $53.8M |
| Lido Advisors, LLC | 0.28% | Add +59.6% | 1,870,316 | $47.2M |
| LPL Financial LLC | 0.02% | Add +12.4% | 1,822,447 | $46.0M |
| Royal Bank of Canada | 0.01% | Add +7.2% | 1,822,120 | $46.0M |
| Woodmont Investment Counsel LLC | 2.99% | Add +6.5% | 1,638,539 | $41.4M |
| Ameriprise Financial Inc. | 0.01% | Add +43.5% | 1,555,428 | $39.3M |
| Wells Fargo & Company | 0.01% | Add +6.7% | 1,514,200 | $38.2M |
| HighTower Advisors, LLC | 0.05% | Add +4.1% | 1,363,195 | $34.4M |
| Summitry LLC | 1.63% | Add +5.5% | 1,274,824 | $32.2M |
| Gratus Wealth Advisors, LLC | 5.02% | Add +4.6% | 1,211,904 | $30.6M |
| Sigma Investment Counselors Inc. | 1.74% | Add +1.4% | 1,126,736 | $28.5M |
| Klingman & Associates, LLC | 1.70% | Add +1.1% | 1,098,833 | $27.8M |
| Kathmere Capital Management, LLC | 2.21% | Add +8.5% | 1,028,705 | $26.0M |
| Hengehold Capital Management LLC | 2.44% | Add +9.2% | 1,014,172 | $25.6M |
| Howland Capital Management LLC | 1.08% | Add +3.1% | 955,817 | $24.1M |
| Sound View Wealth Advisors Group, LLC | 1.97% | Add +10.3% | 952,148 | $24.1M |
| Baltimore-Washington Financial Advisors, Inc. | 1.22% | Add +5.9% | 900,351 | $22.7M |
| RVW Wealth, LLC | 2.11% | Add +2.3% | 889,298 | $22.5M |
| Truist Financial Corp. | 0.03% | Reduce -1.0% | 852,481 | $21.5M |
| Stifel Financial Corp. | 0.02% | Add +6.9% | 758,840 | $19.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +3.4% | 696,384 | $17.6M |
| MV Capital Management, Inc. | 1.74% | Add +11.9% | 640,398 | $16.2M |
| US Bancorp \de | 0.02% | Add +1.1% | 598,608 | $15.1M |
| Apollon Wealth Management, LLC | 0.32% | Reduce -0.9% | 577,658 | $14.6M |
| Arrow Financial Corp | 1.60% | Add +0.5% | 566,467 | $14.3M |
| Snowden Capital Advisors LLC | 0.40% | Add +5.1% | 490,280 | $12.4M |
| Windsor Capital Management, LLC | 3.65% | Add +2.7% | 470,591 | $11.9M |
| Kestra Advisory Services, LLC | 0.06% | Add +3.3% | 461,427 | $11.7M |
| Captrust Financial Advisors | 0.03% | Add +15.3% | 457,054 | $11.5M |
| Benjamin Edwards Inc. | 0.15% | Add +6.3% | 413,820 | $10.5M |
| Stratos Wealth Partners, LTD. | 0.16% | Add +501.3% | 413,131 | $10.4M |
| Glenview Trust Co | 0.20% | Add +9.1% | 409,236 | $10.3M |
| Citadel Advisors | 0.01% | New | 371,636 | $9.4M |
| Commonwealth Financial Services, LLC | 1.91% | Reduce -0.3% | 368,813 | $9.3M |
| Probity Advisors, Inc. | 1.77% | Add +4.2% | 365,515 | $9.2M |
| Peloton Wealth Strategists | 3.92% | Add +13.6% | 362,694 | $9.2M |
| Spinnaker Trust | 0.59% | Add +19.5% | 356,875 | $9.0M |
| Lyell Wealth Management, LP | 0.84% | Add +7.2% | 354,738 | $9.0M |
| CENTRAL TRUST Co | 0.21% | Add +3.7% | 334,263 | $8.4M |
| Mesirow Financial Investment Management, Inc. | 0.16% | Add +22.5% | 319,779 | $8.1M |
| Sanctuary Advisors, LLC | 0.05% | Add +4.0% | 306,705 | $7.7M |
| Advisors Capital Management, LLC | 0.12% | Add +1.1% | 297,384 | $7.5M |
| PFG Private Wealth Management, LLC | 4.03% | Add +1.1% | 295,047 | $7.5M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +11.0% | 281,145 | $7.1M |
| MCF Advisors LLC | 0.51% | Add +2.1% | 278,277 | $7.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +25.6% | 275,892 | $7.0M |
| First National Trust Co | 0.27% | Add +31.4% | 266,729 | $6.7M |
| Renaissance Technologies | 0.01% | Add +725.5% | 261,700 | $6.6M |
| InvesTrust | 1.79% | Add +15.2% | 259,761 | $6.6M |
| Arcadia Investment Advisors LLC | 3.66% | Add +3.7% | 258,850 | $6.5M |
| Eight 31 Financial, LLC | 3.86% | New | 237,854 | $6.0M |
| Sandy Spring Bank | 0.25% | Add +4.9% | 237,771 | $6.0M |
| MinichMacGregor Wealth Management, LLC | 1.34% | Add +7.8% | 237,481 | $6.0M |
| Hamel Associates, Inc. | 2.03% | Reduce -22.7% | 236,985 | $6.0M |
| IFP Advisors, Inc | 0.18% | Add +16.8% | 232,683 | $5.9M |
| NewEdge Advisors, LLC | 0.03% | Reduce -4.2% | 227,306 | $5.7M |
| Parallel Advisors, LLC | 0.13% | Reduce -4.5% | 225,654 | $5.7M |
| Cwm, LLC | 0.02% | Add +12.7% | 221,624 | $5.6M |
| Praetorian Wealth Management, Inc. | 1.36% | Add +9.3% | 220,136 | $5.6M |
| Cherry Tree Wealth Management, LLC | 1.34% | Add +4.6% | 219,726 | $5.6M |
| Signature Wealth Management Group | 2.11% | Add +1.8% | 214,174 | $5.4M |
| Houlihan Financial Resource Group, Ltd. | 2.31% | Reduce -1.8% | 203,367 | $5.1M |
| Jane Street Group, LLC | 0.01% | Add +47.7% | 203,332 | $5.1M |
| Atria Investments, Inc | 0.07% | Add +5.4% | 202,044 | $5.1M |
| JPMorgan Chase & Co. | 0.00% | Add +2526.1% | 191,183 | $4.8M |
| Cetera Investment Advisers | 0.01% | Add +48.2% | 188,628 | $4.8M |
| Cheviot Value Management, LLC | 0.58% | New | 188,911 | $4.8M |
| Keeler Thomas Management LLC | 2.32% | Reduce -23.7% | 187,666 | $4.7M |
| Centricity Wealth Management, LLC | 4.29% | Add +3.0% | 187,115 | $4.7M |
| Wolfstich Capital, LLC | 4.26% | No change | 186,617 | $4.7M |
| Creative Planning | 0.00% | Reduce -5.1% | 184,933 | $4.7M |
| Moneco Advisors, LLC | 0.48% | Add +2.3% | 183,117 | $4.6M |
| Guidance Point Advisors, LLC | 1.35% | Add +2.2% | 180,394 | $4.6M |
| 4Thought Financial Group Inc. | 2.76% | Add +15.4% | 176,930 | $4.5M |
| Integrated Wealth Concepts LLC | 0.05% | Add +43.8% | 176,718 | $4.5M |
| Virginia Wealth Management Group, Inc. | 2.73% | Add +13.1% | 174,705 | $4.4M |
| Sabal Trust CO | 0.24% | Add +13.2% | 169,698 | $4.3M |
| Venture Visionary Partners LLC | 0.18% | Add +4.7% | 169,686 | $4.3M |
| Rebalance, LLC | 0.31% | Add +20.2% | 167,403 | $4.2M |
| GAMMA Investing LLC | 0.32% | Add +34.7% | 166,895 | $4.2M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -3.2% | 165,037 | $4.2M |
| Droms Strauss Advisors Inc. /Mo/ | 1.41% | Add +11.9% | 162,182 | $4.1M |
| Harbor Advisory Corp. | 1.36% | Add +0.5% | 160,860 | $4.1M |
| Leo Wealth, LLC | 0.57% | Add +8.9% | 158,204 | $4.0M |
| CGN Advisors LLC | 0.38% | Add +4.8% | 154,071 | $3.9M |
| Centric Wealth Management | 1.00% | Add +5.3% | 151,321 | $3.8M |
| Matthew Goff Investment Advisor, LLC | 0.69% | Reduce -2.9% | 148,957 | $3.8M |
| Sowell Financial Services LLC | 0.17% | Add +6.2% | 146,345 | $3.7M |
| Krilogy Financial LLC | 0.24% | Add +0.8% | 145,247 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +35.8% | 142,121 | $3.6M |
| Crews Bank & Trust | 0.61% | Add +18.3% | 140,855 | $3.6M |
| Allworth Financial LP | 0.02% | Add +0.9% | 138,690 | $3.5M |
"% 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.