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 |
| Great Diamond Partners, LLC | 0.95% | Add +3.0% | 137,937 | $3.5M |
| Laurel Wealth Advisors LLC | 0.54% | Add +5.3% | 137,281 | $3.5M |
| Wrapmanager Inc. | 0.89% | Add +2.8% | 133,375 | $3.4M |
| Safeguard Financial, LLC | 0.73% | Add +36.9% | 132,559 | $3.3M |
| Paradigm, Strategies in Wealth Management, LLC | 2.26% | Reduce -7.3% | 132,472 | $3.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +87.6% | 130,904 | $3.3M |
| Fulton Breakefield Broenniman LLC | 0.24% | Add +11.6% | 128,972 | $3.3M |
| Sax Wealth Advisors, LLC | 0.23% | Add +19.5% | 128,917 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -15.3% | 127,139 | $3.2M |
| Quantum Financial Advisors, LLC | 0.47% | Add +24.4% | 125,234 | $3.2M |
| Evergreen Private Wealth LLC | 1.46% | Add +1.9% | 123,990 | $3.1M |
| Kesler, Norman & Wride, LLC | 0.60% | Add +84.7% | 123,837 | $3.1M |
| Members Wealth LLC | 2.35% | Add +5.1% | 123,330 | $3.1M |
| STAR Financial Bank | 2.27% | Add +10.7% | 122,946 | $3.1M |
| Strid Group, LLC | 0.48% | Add +105.8% | 121,390 | $3.1M |
| Corient Private Wealth LP | 0.01% | Reduce -81.3% | 120,622 | $3.0M |
| Northstar Group, Inc. | 0.51% | Add +125.0% | 119,746 | $3.0M |
| Littlejohn Financial Services, Inc. | 2.37% | New | 118,703 | $3.0M |
| Stonebrook Private Inc. | 0.76% | Add +4.3% | 115,650 | $2.9M |
| Precedent Wealth Partners, LLC | 0.76% | Reduce -9.8% | 108,460 | $2.7M |
| Ironwood Financial, llc | 0.58% | Add +20.0% | 106,579 | $2.7M |
| Mariner, LLC | 0.00% | Add +105.6% | 104,120 | $2.6M |
| LifePlan Financial, LLC | 2.28% | Add +3.2% | 103,545 | $2.6M |
| Leavell Investment Management, Inc. | 0.13% | Add +6.7% | 102,087 | $2.6M |
| FF Advisors,LLC | 1.44% | Add +4.9% | 99,508 | $2.5M |
| Marathon Mission, Inc. | 1.68% | Reduce -12.4% | 95,216 | $2.4M |
| Valmark Advisers, Inc. | 0.04% | Add +22.5% | 94,232 | $2.4M |
| Associated Banc-Corp | 0.07% | Add +1.1% | 90,863 | $2.3M |
| Sightline Wealth Advisors, LLC | 1.19% | Add +163.6% | 89,701 | $2.3M |
| Sonata Capital Group Inc. | 0.98% | Reduce -1.3% | 89,345 | $2.3M |
| LFA - Lugano Financial Advisors SA | 1.51% | Add +4.6% | 88,071 | $2.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Add +22.7% | 87,731 | $2.2M |
| LBMC Investment Advisors, LLC | 0.17% | Add +32.7% | 85,416 | $2.2M |
| United Capital Financial Advisors, LLC | 0.02% | Add +14.7% | 84,735 | $2.1M |
| Adirondack Trust Co. | 0.83% | Add +10.9% | 84,460 | $2.1M |
| Heartland Bank & Trust Co | 1.07% | Add +108.9% | 82,331 | $2.1M |
| Kintra Wealth, LLC | 1.40% | Reduce -11.1% | 82,102 | $2.1M |
| Coldstream Capital Management Inc. | 0.04% | Add +7.4% | 78,838 | $2.0M |
| Arcataur Capital Management LLC | 0.67% | Add +21.8% | 78,000 | $2.0M |
| Instrumental Wealth, LLC | 1.76% | Add +0.6% | 76,792 | $1.9M |
| Wilkins Miller Wealth Management, LLC | 1.41% | Add +15.6% | 74,380 | $1.9M |
| Chesley Taft & Associates LLC | 0.09% | Add +8.0% | 73,350 | $1.9M |
| Penobscot Investment Management Company, Inc. | 0.17% | Add +77.5% | 73,150 | $1.8M |
| Cabot Wealth Management Inc. | 0.23% | Add +9.3% | 71,913 | $1.8M |
| Cornell Pochily Investment Advisors, Inc. | 0.63% | Add +31.3% | 71,081 | $1.8M |
| Fortis Capital Management LLC | 0.34% | Add +25.3% | 70,177 | $1.8M |
| Foundry Financial Group, Inc. | 1.07% | Add +20.6% | 68,729 | $1.7M |
| NorthCoast Asset Management LLC | 0.01% | New | 67,820 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -35.1% | 67,583 | $1.7M |
| BridgePort Financial Solutions, LLC | 0.77% | No change | 67,267 | $1.7M |
| Covington Investment Advisors Inc. | 0.26% | Add +18.0% | 67,052 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Add +99.1% | 64,174 | $1.6M |
| Segment Wealth Management, LLC | 0.11% | Reduce -0.6% | 64,085 | $1.6M |
| Drive Wealth Management, LLC | 0.38% | New | 64,012 | $1.6M |
| Foundation Wealth Management, LLC | 1.24% | Add +5.8% | 62,416 | $1.6M |
| First Fiduciary Investment Counsel, Inc. | 0.33% | Reduce -0.2% | 60,685 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +3.5% | 59,925 | $1.5M |
| McGlone Suttner Wealth Management, Inc. | 0.25% | Add +21.4% | 59,698 | $1.5M |
| DAVENPORT & Co LLC | 0.01% | New | 59,455 | $1.5M |
| Reliant Wealth Planning | 0.67% | Reduce -0.6% | 57,958 | $1.5M |
| Godshalk Welsh Capital Management, Inc. | 0.95% | Add +38.8% | 57,750 | $1.5M |
| Meitav Investment House Ltd. | 0.03% | Reduce -5.5% | 57,775 | $1.5M |
| Smith, Moore & Co. | 0.13% | Add +3.4% | 55,243 | $1.4M |
| Advance Capital Management, Inc. | 0.07% | Add +18.2% | 54,502 | $1.4M |
| Archford Capital Strategies, LLC | 0.19% | Reduce -1.6% | 52,296 | $1.3M |
| BlackRock, Inc. | 0.00% | Add +85.3% | 51,926 | $1.3M |
| Meridian Wealth Management, LLC | 0.06% | Add +29.4% | 51,880 | $1.3M |
| Scissortail Wealth Management, LLC | 0.33% | Reduce -5.9% | 51,142 | $1.3M |
| Rossmore Private Capital | 0.15% | New | 49,785 | $1.3M |
| First National Bank & Trust Co. of Newtown | 0.26% | New | 49,640 | $1.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Add +24.3% | 47,788 | $1.2M |
| Valley Wealth Managers, Inc. | 0.09% | Reduce -2.4% | 47,767 | $1.2M |
| Buffington Mohr McNeal | 0.23% | Add +237.0% | 46,996 | $1.2M |
| Sigma Planning Corp | 0.04% | New | 46,797 | $1.2M |
| Montecito Bank & Trust | 0.21% | Add +0.6% | 46,669 | $1.2M |
| Clearstead Advisors, LLC | 0.02% | Add +1.3% | 46,097 | $1.2M |
| TD Waterhouse Canada Inc. | 0.01% | Add +233.9% | 46,016 | $1.2M |
| Resonant Capital Advisors, LLC | 0.08% | Add +2.3% | 45,145 | $1.1M |
| Princeton Global Asset Management LLC | 0.22% | Add +3.8% | 44,700 | $1.1M |
| Cyr Financial Inc. | 1.01% | Add +2.0% | 44,692 | $1.1M |
| Farmers National Bank | 0.31% | Add +2.2% | 43,291 | $1.1M |
| Beacon Financial Group | 0.12% | Add +7.5% | 41,929 | $1.1M |
| 10Elms LLP | 1.25% | Add +7.1% | 41,921 | $1.1M |
| Harbor Investment Advisory, LLC | 0.10% | Add +93.5% | 41,820 | $1.1M |
| AlTi Global, Inc. | 0.03% | New | 40,000 | $1.0M |
| Cowa, LLC | 0.43% | Reduce -27.8% | 39,916 | $1.0M |
| Blue Square Asset Management, LLC | 0.54% | Add +0.4% | 39,751 | $1.0M |
| Provenance Wealth Advisors, LLC | 0.14% | Reduce -3.0% | 39,562 | $999K |
| Cary Street Partners Financial LLC | 0.03% | Add +20.3% | 39,420 | $996K |
| Horan Securities, Inc. | 0.36% | Reduce -0.9% | 37,725 | $953K |
| Austin Private Wealth, LLC | 0.08% | Add +3.7% | 37,269 | $941K |
| Madden Advisory Services, Inc. | 0.44% | Add +120.3% | 37,147 | $938K |
| Little House Capital LLC | 0.26% | Reduce -0.0% | 36,988 | $934K |
| Comerica Bank | 0.00% | Add +4.4% | 35,278 | $891K |
| Baron Silver Stevens Financial Advisors, LLC | 0.15% | Reduce -3.7% | 35,078 | $886K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -4.6% | 34,854 | $880K |
| Bank of New York Mellon Corp | 0.00% | Add +9.3% | 33,829 | $855K |
| Consolidated Portfolio Review Corp | 0.13% | Add +14.9% | 32,887 | $831K |
| Regions Financial Corp. | 0.01% | Add +180.7% | 32,739 | $827K |
| Masso Torrence Wealth Management Inc. | 0.43% | Reduce -40.9% | 31,995 | $808K |
| RFP Financial Group LLC | 0.31% | New | 30,823 | $779K |
| Brookstone Capital Management | 0.01% | Add +3.0% | 30,280 | $765K |
| Nestegg Advisors, Inc. | 0.80% | Reduce -41.7% | 29,681 | $750K |
| Lee Financial Co | 0.11% | No change | 28,900 | $730K |
| Wick Capital Partners, LLC | 0.21% | New | 27,788 | $702K |
| Fifth Third Bancorp | 0.00% | Add +2089.1% | 27,605 | $697K |
| Jacobi Capital Management LLC | 0.05% | Add +14.3% | 27,487 | $694K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +26.8% | 27,427 | $692K |
| Neuberger Berman Group LLC | 0.00% | No change | 27,331 | $690K |
| Autumn Glory Partners, LLC | 0.34% | Add +8.1% | 26,787 | $677K |
| Baker Boyer National Bank | 0.25% | Add +2.0% | 26,568 | $671K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 26,000 | $657K |
| Summit Wealth Partners, LLC | 0.13% | Add +0.1% | 25,973 | $656K |
| 4J Wealth Management LLC | 0.50% | Add +21.0% | 24,969 | $631K |
| Stockman Wealth Management, Inc. | 0.09% | Add +13.0% | 24,758 | $625K |
| HM Payson & Co. | 0.01% | Add +90.3% | 24,311 | $614K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.7% | 24,030 | $607K |
| Duncker Streett & Co. Inc. | 0.12% | No change | 23,854 | $603K |
| Belpointe Asset Management LLC | 0.03% | Add +24.0% | 23,665 | $598K |
| Granite Harbor Advisors, Inc. | 0.31% | Reduce -35.3% | 23,316 | $589K |
| Stokes Family Office, LLC | 0.06% | Add +5.5% | 22,465 | $567K |
| Johnson Bixby & Associates, LLC | 0.08% | Add +1.6% | 22,120 | $559K |
| Roble, Belko & Company, Inc | 0.09% | Add +14.7% | 21,918 | $554K |
| Mutual Advisors, LLC | 0.02% | Add +0.2% | 21,876 | $553K |
| MML Investors Services, LLC | 0.00% | Add +19.6% | 21,273 | $537K |
| Dearborn Partners LLC | 0.03% | Reduce -2.2% | 21,044 | $532K |
| Spectrum Wealth Counsel, LLC | 0.06% | Reduce -9.2% | 20,704 | $523K |
| 1900 Wealth Management LLC | 0.04% | Add +0.8% | 20,640 | $521K |
| Element Wealth, LLC | 0.28% | Add +14.5% | 20,537 | $519K |
| First Interstate Bank | 0.03% | Reduce -2.6% | 20,047 | $506K |
| Robinson Smith Wealth Advisors LLC | 0.41% | Add +5.3% | 19,554 | $494K |
| Barrett & Company, Inc. | 0.21% | Add +86.1% | 19,075 | $482K |
| Redwood Financial Network Corp | 0.36% | Add +7.1% | 18,951 | $479K |
| Straight Path Wealth Management | 0.19% | Add +23.6% | 18,634 | $471K |
| BCS Wealth Management | 0.12% | No change | 18,593 | $470K |
| Ritholtz Wealth Management | 0.01% | No change | 18,550 | $469K |
| Mgo One Seven LLC | 0.02% | Add +64.4% | 18,196 | $460K |
| Bradley & Co. Private Wealth Management, LLC | 0.30% | Add +6.1% | 17,283 | $437K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +90.5% | 17,067 | $431K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -22.3% | 17,035 | $430K |
| CVA Family Office, LLC | 0.06% | Add +0.2% | 16,738 | $423K |
| DecisionMap Wealth Management, LLC | 0.32% | Add +40.1% | 16,724 | $422K |
| Oppenheimer & Co. Inc. | 0.01% | Add +4.8% | 16,616 | $420K |
| StoneX Group Inc. | 0.02% | Add +80.7% | 16,335 | $413K |
| Ancora Advisors LLC | 0.01% | Add +0.0% | 16,133 | $408K |
| Old Mission Investment Co LLC | 0.12% | No change | 15,963 | $403K |
| Maia Wealth LLC | 0.09% | New | 15,707 | $393K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +9.1% | 14,781 | $373K |
| Strata Wealth Advisors, LLC | 0.11% | No change | 14,617 | $369K |
| Integrated Advisors Network LLC | 0.02% | Reduce -12.7% | 14,477 | $366K |
| Fullcircle Wealth LLC | 0.15% | New | 14,281 | $361K |
| Willis Johnson & Associates, Inc. | 0.03% | Add +41.9% | 13,550 | $342K |
| HRT Financial LP | 0.00% | Add +8.0% | 13,351 | $337K |
| Cypress Wealth Services, LLC | 0.07% | No change | 13,171 | $333K |
| Valley Forge Investment Consultants Inc. Adv | 0.12% | Reduce -14.2% | 12,801 | $323K |
| Keystone Wealth Services, LLC | 0.09% | Reduce -14.9% | 12,720 | $321K |
| Schmidt P J Investment Management Inc. | 0.06% | Reduce -15.3% | 12,449 | $314K |
| Bank of New Hampshire | 0.08% | Reduce -1.6% | 12,000 | $303K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 11,635 | $293K |
| Alterna Wealth Management, Inc. | 0.22% | New | 11,570 | $292K |
| Journey Advisory Group, LLC | 0.02% | Reduce -3.5% | 11,500 | $290K |
| Woodley Farra Manion Portfolio Management Inc. | 0.01% | New | 11,487 | $290K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 11,487 | $290K |
| Principal Securities, Inc. | 0.01% | No change | 11,642 | $290K |
| Tableaux LLC | 0.21% | New | 11,295 | $285K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | Reduce -3.5% | 11,200 | $283K |
| Atwater Malick LLC | 0.10% | Add +28.7% | 11,148 | $282K |
| Dakota Wealth Management | 0.01% | No change | 11,000 | $278K |
| Patriot Investment Management Group, Inc. | 0.02% | Add +8.3% | 10,528 | $266K |
| Banque Cantonale Vaudoise | 0.01% | — | 10,510 | $265K |
| Montis Financial, LLC | 0.08% | Add +1.1% | 10,270 | $259K |
| Highland Financial Advisors, LLC | 0.09% | No change | 10,162 | $257K |
| TABR Capital Management, LLC | 0.26% | New | 9,959 | $252K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -0.3% | 9,712 | $245K |
| Conrad Siegel Investment Advisors, Inc. | 0.06% | Add +15.1% | 9,633 | $243K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -1.0% | 9,605 | $243K |
| Scotia Capital Inc. | 0.00% | No change | 9,600 | $242K |
| Advisory Services Network, LLC | 0.00% | New | 9,558 | $241K |
| Gradient Capital Advisors, LLC | 0.08% | New | 9,532 | $241K |
| Addison Advisors LLC | 0.06% | Add +1.5% | 8,640 | $218K |
| Wealthspire Advisors, LLC | 0.00% | New | 8,639 | $218K |
| New England Private Wealth Advisors LLC | 0.03% | Add +0.8% | 8,512 | $215K |
| REDW Wealth LLC | 0.08% | No change | 8,485 | $214K |
| Cooper/Haims Advisors, LLC | 0.11% | No change | 8,230 | $208K |
| Balentine LLC | 0.01% | Add +0.8% | 8,112 | $205K |
| Financial Advisory Corp | 0.03% | New | 8,061 | $204K |
| First Horizon Advisors, Inc. | 0.01% | No change | 8,040 | $203K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | New | 8,010 | $202K |
| Creekmur Asset Management LLC | 0.04% | Reduce -25.9% | 7,964 | $201K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 8,000 | $201K |
| Phillips Financial Management, LLC | 0.01% | No change | 7,523 | $190K |
| Physician Wealth Advisors, Inc. | 0.03% | Add +147.0% | 6,471 | $163K |
| Hills Bank & Trust Co | 0.01% | No change | 6,457 | $163K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 6,300 | $159K |
| Hurley Capital, LLC | 0.12% | Add +0.1% | 6,159 | $156K |
| Private Trust Co. NA | 0.02% | Add +196.5% | 6,051 | $153K |
| Cordgrass Capital Advisors, LLC | 0.04% | No change | 5,437 | $137K |
| Bogart Wealth, LLC | 0.01% | Reduce -12.7% | 5,382 | $136K |
| Koesten, Hirschmann & Crabtree, INC. | 0.07% | Add +3.6% | 5,140 | $130K |
| Harbour Investments, Inc. | 0.00% | Reduce -58.8% | 4,820 | $122K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 4,234 | $107K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 3,600 | $91K |
| Trust Co | 0.01% | Add +50.1% | 3,006 | $76K |
| 2UniFi Bank | 0.05% | Add +73.3% | 2,918 | $74K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 2,880 | $73K |
| Asset Dedication, LLC | 0.01% | Reduce -68.7% | 2,654 | $67K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -50.5% | 2,540 | $64K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -8.5% | 2,478 | $62K |
| Sachetta, LLC | 0.02% | No change | 2,000 | $51K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 2,000 | $51K |
| First United Bank & Trust | 0.02% | No change | 1,913 | $48K |
| Legacy Bridge, LLC | 0.03% | No change | 1,900 | $48K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1,608 | $41K |
| Front Row Advisors LLC | 0.02% | No change | 1,600 | $40K |
| Signaturefd, LLC | 0.00% | New | 1,591 | $40K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 1,452 | $37K |
| AlphaCore Capital LLC | 0.00% | New | 1,430 | $36K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 1,400 | $35K |
| Stephens Consulting, LLC | 0.01% | No change | 1,309 | $33K |
| Hemington Wealth Management | 0.01% | No change | 1,335 | $33K |
| Coastline Trust Co | 0.00% | No change | 1,211 | $31K |
| Blair William & Co. | 0.00% | No change | 1,207 | $30K |
| Sarver Vrooman Wealth Advisors | 0.02% | — | 1,095 | $28K |
| PSI Advisors, LLC | 0.01% | No change | 1,000 | $25K |
| Sunbelt Securities, Inc. | 0.00% | New | 1,000 | $25K |
| Eastern Bank | 0.00% | No change | 845 | $21K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $20K |
| United Community Bank | 0.01% | New | 795 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.8% | 760 | $19K |
| Maryland Capital Advisors Inc. | 0.01% | New | 735 | $19K |
| Blue Trust, Inc. | 0.00% | Add +0.7% | 718 | $18K |
| Robbins Farley | 0.01% | Reduce -60.0% | 684 | $17K |
| Biltmore Family Office, LLC | 0.00% | No change | 650 | $16K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.7% | 599 | $15K |
| Rossby Financial, LCC | 0.01% | New | 506 | $13K |
| Y.D. More Investments Ltd | 0.00% | No change | 500 | $13K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -16.7% | 500 | $13K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.2% | 418 | $10K |
| Kiker Wealth Management, LLC | 0.01% | New | 324 | $8K |
| 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% | No change | 125 | $3K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 105 | $3K |
| BNP Paribas Financial Markets | 0.00% | New | 65 | $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.