iShares Ibonds Dec 2028 ETFIBDTETF
13F holders, Q2 2025 (June 30)363holders +19
34new positions
10sold out
2famous investors
$25.47avg. 13F price*
At the end of Q2 2025, 363 institutions reported holding iShares Ibonds Dec 2028 ETF (IBDT) in their 13F filings, up 19 from Q1 2025. 34 opened new positions and 10 sold out. The largest holders were Bank of America Corp. ($198.7M), Morgan Stanley ($102.9M) and Capital Investment Advisors, LLC ($85.0M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $31.9M |
| Exits | 10 | $13.4M |
All 13F filers, Q1 2025 → Q2 2025: 6,485,691 shares bought and 3,910,511 shares sold, net +2,575,180 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 363 holders
| Bank of America Corp. | 0.02% | Add +0.6% | 7,815,685 | $198.7M |
| Morgan Stanley | 0.01% | Add +8.2% | 4,048,765 | $102.9M |
| Capital Investment Advisors, LLC | 1.50% | Add +7.7% | 3,217,882 | $85.0M |
| Capital Advisors Inc. | 1.40% | Add +5.0% | 3,064,481 | $77.9M |
| Mercer Global Advisors Inc. | 0.15% | Add +11.2% | 2,625,859 | $66.9M |
| Raymond James Financial Inc. | 0.02% | Add +10.5% | 2,539,955 | $64.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +4.9% | 2,326,215 | $59.1M |
| Lido Advisors, LLC | 0.29% | Add +12.9% | 2,111,899 | $53.7M |
| UBS Group AG | 0.01% | Reduce -4.0% | 2,045,079 | $52.0M |
| Royal Bank of Canada | 0.01% | Add +4.8% | 1,909,424 | $48.5M |
| LPL Financial LLC | 0.01% | Reduce -3.4% | 1,761,322 | $44.8M |
| Woodmont Investment Counsel LLC | 2.85% | Add +3.8% | 1,700,074 | $43.2M |
| Wells Fargo & Company | 0.01% | Add +6.8% | 1,616,973 | $41.1M |
| Ameriprise Financial Inc. | 0.01% | Add +1.9% | 1,585,429 | $40.3M |
| HighTower Advisors, LLC | 0.04% | Add +3.6% | 1,411,918 | $35.9M |
| Summitry LLC | 1.54% | Add +4.7% | 1,335,052 | $33.9M |
| Hengehold Capital Management LLC | 3.08% | Add +31.1% | 1,329,330 | $33.8M |
| Gratus Wealth Advisors, LLC | 4.75% | Add +1.8% | 1,233,106 | $31.3M |
| Sigma Investment Counselors Inc. | 1.62% | Add +2.5% | 1,154,589 | $29.3M |
| Klingman & Associates, LLC | 1.56% | Add +1.3% | 1,113,518 | $28.3M |
| Sound View Wealth Advisors Group, LLC | 2.07% | Add +15.6% | 1,100,626 | $28.0M |
| Kathmere Capital Management, LLC | 2.09% | Add +4.0% | 1,069,915 | $27.2M |
| Howland Capital Management LLC | 1.05% | Add +6.5% | 1,017,452 | $25.9M |
| RVW Wealth, LLC | 2.09% | Add +8.7% | 966,581 | $24.6M |
| Citadel Advisors | 0.02% | Add +157.3% | 956,237 | $24.3M |
| Baltimore-Washington Financial Advisors, Inc. | 1.09% | Add +2.5% | 923,155 | $23.5M |
| Truist Financial Corp. | 0.03% | Add +0.5% | 856,628 | $21.8M |
| Stifel Financial Corp. | 0.02% | Add +5.4% | 799,940 | $20.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.8% | 708,935 | $18.0M |
| MV Capital Management, Inc. | 1.70% | Add +1.8% | 651,849 | $16.6M |
| US Bancorp \de | 0.02% | Add +2.2% | 611,726 | $15.6M |
| Apollon Wealth Management, LLC | 0.29% | Add +0.8% | 582,469 | $14.8M |
| Arrow Financial Corp | 1.49% | Reduce -1.5% | 557,751 | $14.2M |
| Kestra Advisory Services, LLC | 0.07% | Add +19.9% | 553,279 | $14.1M |
| Benjamin Edwards Inc. | 0.16% | Add +22.4% | 506,366 | $12.9M |
| Captrust Financial Advisors | 0.03% | Add +10.5% | 504,847 | $12.8M |
| Global Retirement Partners, LLC | 0.31% | — | 497,196 | $12.6M |
| Snowden Capital Advisors LLC | 0.37% | Reduce -0.1% | 489,815 | $12.5M |
| Glenview Trust Co | 0.21% | Add +17.2% | 479,654 | $12.2M |
| Windsor Capital Management, LLC | 3.48% | Reduce -0.3% | 469,153 | $11.9M |
| First International Bank of Israel Ltd. | 6.18% | — | 412,682 | $10.5M |
| Stratos Wealth Partners, LTD. | 0.14% | Reduce -3.8% | 397,397 | $10.1M |
| Probity Advisors, Inc. | 1.69% | Add +3.9% | 379,589 | $9.6M |
| Spinnaker Trust | 0.57% | Add +5.1% | 375,003 | $9.5M |
| Commonwealth Financial Services, LLC | 1.83% | Add +1.6% | 374,757 | $9.5M |
| Lyell Wealth Management, LP | 0.75% | Add +5.4% | 373,853 | $9.5M |
| Peloton Wealth Strategists | 3.79% | Add +0.1% | 363,094 | $9.2M |
| CENTRAL TRUST Co | 0.20% | Add +2.8% | 343,754 | $8.7M |
| Mesirow Financial Investment Management, Inc. | 0.16% | Add +3.6% | 331,426 | $8.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +13.5% | 313,069 | $8.0M |
| Sanctuary Advisors, LLC | 0.05% | Add +0.3% | 307,663 | $7.8M |
| PFG Private Wealth Management, LLC | 3.91% | Add +1.2% | 298,661 | $7.6M |
| First National Trust Co | 0.28% | Add +10.8% | 295,536 | $7.5M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -0.2% | 280,485 | $7.1M |
| MCF Advisors LLC | 0.47% | Reduce -0.4% | 277,076 | $7.0M |
| InvesTrust | 2.57% | Add +1.0% | 262,435 | $6.7M |
| Arcadia Investment Advisors LLC | 3.37% | Reduce -1.1% | 256,019 | $6.5M |
| Parallel Advisors, LLC | 0.12% | Add +8.7% | 245,228 | $6.2M |
| Eight 31 Financial, LLC | 4.10% | Add +2.5% | 243,926 | $6.2M |
| Atlantic Union Bankshares Corp | 0.14% | New | 237,870 | $6.0M |
| MinichMacGregor Wealth Management, LLC | 1.28% | Reduce -1.1% | 234,939 | $6.0M |
| IFP Advisors, Inc | 0.17% | Reduce -0.4% | 231,785 | $5.9M |
| Hamel Associates, Inc. | 1.99% | Reduce -2.3% | 231,445 | $5.9M |
| Cwm, LLC | 0.02% | Add +3.1% | 228,435 | $5.8M |
| Praetorian Wealth Management, Inc. | 1.33% | Add +3.2% | 227,219 | $5.8M |
| EP Wealth Advisors, LLC | 0.04% | Add +33.1% | 219,609 | $5.6M |
| Cherry Tree Wealth Management, LLC | 1.29% | Reduce -0.6% | 218,398 | $5.6M |
| Signature Wealth Management Group | 2.18% | Add +1.5% | 217,327 | $5.5M |
| Integrated Wealth Concepts LLC | 0.06% | Add +22.7% | 216,784 | $5.5M |
| Cetera Investment Advisers | 0.01% | Add +9.6% | 206,648 | $5.3M |
| Cheviot Value Management, LLC | 0.60% | Add +9.0% | 205,942 | $5.2M |
| NewEdge Advisors, LLC | 0.03% | Reduce -9.9% | 204,764 | $5.2M |
| Houlihan Financial Resource Group, Ltd. | 2.15% | Add +0.7% | 204,720 | $5.2M |
| Atria Investments, Inc | 0.06% | Add +1.0% | 204,088 | $5.2M |
| Strid Group, LLC | 0.72% | Add +66.1% | 201,633 | $5.1M |
| Centricity Wealth Management, LLC | 3.98% | Add +4.7% | 195,830 | $5.0M |
| Moneco Advisors, LLC | 0.43% | Add +0.2% | 183,533 | $4.7M |
| Hancock Whitney Corp. | 0.09% | New | 182,476 | $4.6M |
| Guidance Point Advisors, LLC | 1.22% | Add +0.3% | 181,021 | $4.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +26.8% | 180,264 | $4.6M |
| Virginia Wealth Management Group, Inc. | 2.77% | Add +2.6% | 179,185 | $4.6M |
| Creative Planning | 0.00% | Reduce -3.5% | 178,508 | $4.5M |
| Flow Traders U.S. LLC | 0.17% | New | 177,664 | $4.5M |
| Krilogy Financial LLC | 0.26% | Add +21.4% | 176,402 | $4.5M |
| Leo Wealth, LLC | 0.34% | Add +10.0% | 174,045 | $4.4M |
| Renaissance Technologies | 0.01% | Reduce -34.4% | 171,595 | $4.4M |
| Droms Strauss Advisors Inc. /Mo/ | 1.32% | Add +4.2% | 168,983 | $4.3M |
| Rebalance, LLC | 0.29% | Add +0.9% | 168,982 | $4.3M |
| Keeler Thomas Management LLC | 1.83% | Reduce -10.9% | 167,249 | $4.3M |
| Harbor Advisory Corp. | 1.30% | No change | 160,860 | $4.1M |
| Centric Wealth Management | 0.97% | Add +5.5% | 159,691 | $4.1M |
| 4Thought Financial Group Inc. | 2.14% | Reduce -10.3% | 158,729 | $4.0M |
| Crews Bank & Trust | 0.63% | Add +12.1% | 157,900 | $4.0M |
| Sonata Capital Group Inc. | 1.60% | Add +76.5% | 157,719 | $4.0M |
| LBMC Investment Advisors, LLC | 0.28% | Add +80.0% | 153,710 | $3.9M |
| Northstar Group, Inc. | 0.62% | Add +26.8% | 151,801 | $3.9M |
| Allworth Financial LP | 0.02% | Add +8.4% | 150,383 | $3.8M |
| Sowell Financial Services LLC | 0.15% | Reduce -0.0% | 146,325 | $3.7M |
| Quantum Financial Advisors, LLC | 0.50% | Add +16.0% | 145,276 | $3.7M |
| Matthew Goff Investment Advisor, LLC | 0.67% | Reduce -4.0% | 143,037 | $3.6M |
"% 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.