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 |
| Laurel Wealth Advisors LLC | 0.54% | Add +4.2% | 142,994 | $3.6M |
| Merit Financial Group, LLC | 0.04% | New | 142,335 | $3.6M |
| Great Diamond Partners, LLC | 0.76% | Add +2.4% | 141,297 | $3.6M |
| Heartland Bank & Trust Co | 1.63% | Add +65.9% | 136,620 | $3.5M |
| Penobscot Investment Management Company, Inc. | 0.30% | Add +86.1% | 136,100 | $3.5M |
| Wrapmanager Inc. | 0.84% | Add +1.9% | 135,917 | $3.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +3.4% | 135,326 | $3.4M |
| Fulton Breakefield Broenniman LLC | 0.23% | Add +3.4% | 133,386 | $3.4M |
| Evergreen Private Wealth LLC | 1.40% | Add +5.7% | 131,021 | $3.3M |
| Venture Visionary Partners LLC | 0.13% | Reduce -23.0% | 130,721 | $3.3M |
| Paradigm, Strategies in Wealth Management, LLC | 2.14% | Reduce -2.8% | 128,824 | $3.3M |
| STAR Financial Bank | 2.07% | Add +4.5% | 128,411 | $3.3M |
| Beese Fulmer Investment Management, Inc. | 0.24% | New | 128,299 | $3.3M |
| Sightline Wealth Advisors, LLC | 1.57% | Add +42.5% | 127,826 | $3.2M |
| Sax Wealth Advisors, LLC | 0.19% | Reduce -2.8% | 125,371 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.4% | 125,334 | $3.2M |
| Kesler, Norman & Wride, LLC | 0.56% | Add +0.4% | 124,382 | $3.2M |
| Jane Street Group, LLC | 0.01% | Reduce -38.9% | 124,193 | $3.2M |
| Littlejohn Financial Services, Inc. | 2.39% | Add +2.6% | 121,742 | $3.1M |
| Precedent Wealth Partners, LLC | 0.75% | Add +11.3% | 120,733 | $3.1M |
| Stonebrook Private Inc. | 0.70% | Add +2.0% | 117,964 | $3.0M |
| Valmark Advisers, Inc. | 0.04% | Add +19.4% | 112,534 | $2.9M |
| Leavell Investment Management, Inc. | 0.12% | Add +5.3% | 107,475 | $2.7M |
| Ironwood Financial, llc | 0.58% | No change | 106,579 | $2.7M |
| FF Advisors,LLC | 1.37% | Add +4.0% | 103,539 | $2.6M |
| LifePlan Financial, LLC | 2.16% | Reduce -1.2% | 102,340 | $2.6M |
| Mariner, LLC | 0.00% | Reduce -4.4% | 99,584 | $2.5M |
| Marathon Mission, Inc. | 1.60% | Add +4.0% | 99,008 | $2.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Add +11.7% | 97,990 | $2.5M |
| Cornell Pochily Investment Advisors, Inc. | 0.81% | Add +37.7% | 97,869 | $2.5M |
| Associated Banc-Corp | 0.07% | Add +5.9% | 96,235 | $2.4M |
| Corient Private Wealth LP | 0.00% | Reduce -20.7% | 95,670 | $2.4M |
| J.W. Cole Advisors, Inc. | 0.05% | New | 94,220 | $2.4M |
| Adirondack Trust Co. | 0.85% | Add +8.6% | 91,704 | $2.3M |
| LFA - Lugano Financial Advisors SA | 1.37% | Add +3.7% | 91,368 | $2.3M |
| United Capital Financial Advisors, LLC | 0.02% | Add +6.3% | 90,047 | $2.3M |
| Jones Financial Companies LLLP | 0.00% | Add +27.9% | 82,052 | $2.1M |
| Arcataur Capital Management LLC | 0.64% | Add +3.3% | 80,595 | $2.0M |
| Rossmore Private Capital | 0.24% | Add +59.3% | 79,326 | $2.0M |
| Harbor Investment Advisory, LLC | 0.18% | Add +89.3% | 79,165 | $2.0M |
| Chesley Taft & Associates LLC | 0.09% | Add +7.9% | 79,150 | $2.0M |
| Instrumental Wealth, LLC | 1.58% | Add +2.7% | 78,859 | $2.0M |
| Covington Investment Advisors Inc. | 0.28% | Add +16.0% | 77,766 | $2.0M |
| Kintra Wealth, LLC | 1.17% | Reduce -6.6% | 76,673 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +10.7% | 74,791 | $1.9M |
| Cabot Wealth Management Inc. | 0.22% | Add +2.7% | 73,823 | $1.9M |
| Godshalk Welsh Capital Management, Inc. | 1.15% | Add +27.7% | 73,750 | $1.9M |
| Wilkins Miller Wealth Management, LLC | 1.27% | Reduce -1.0% | 73,657 | $1.9M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -7.0% | 73,304 | $1.9M |
| BlackRock, Inc. | 0.00% | Add +37.8% | 71,550 | $1.8M |
| CGN Advisors LLC | 0.16% | Reduce -55.3% | 68,830 | $1.7M |
| McGlone Suttner Wealth Management, Inc. | 0.26% | Add +14.1% | 68,109 | $1.7M |
| Reliant Wealth Planning | 0.67% | Add +16.6% | 67,567 | $1.7M |
| Meridian Wealth Management, LLC | 0.07% | Add +29.1% | 66,990 | $1.7M |
| Segment Wealth Management, LLC | 0.11% | Add +3.8% | 66,490 | $1.7M |
| BridgePort Financial Solutions, LLC | 0.56% | Reduce -1.9% | 66,017 | $1.7M |
| TD Waterhouse Canada Inc. | 0.01% | Add +43.3% | 65,938 | $1.7M |
| Foundry Financial Group, Inc. | 0.92% | Reduce -7.6% | 63,495 | $1.6M |
| Drive Wealth Management, LLC | 0.35% | Reduce -2.2% | 62,612 | $1.6M |
| Foundation Wealth Management, LLC | 1.11% | Add +0.0% | 62,435 | $1.6M |
| Fortis Capital Management LLC | 0.25% | Reduce -11.2% | 62,321 | $1.6M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -9.4% | 61,416 | $1.6M |
| First Fiduciary Investment Counsel, Inc. | 0.31% | Reduce -0.2% | 60,585 | $1.5M |
| DAVENPORT & Co LLC | 0.01% | No change | 59,455 | $1.5M |
| Cowa, LLC | 0.57% | Add +46.6% | 58,530 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +62.6% | 56,674 | $1.4M |
| Beacon Financial Group | 0.15% | Add +33.2% | 55,838 | $1.4M |
| Cyr Financial Inc. | 1.09% | Add +23.8% | 55,324 | $1.4M |
| Advance Capital Management, Inc. | 0.06% | Add +1.1% | 55,087 | $1.4M |
| Meitav Investment House Ltd. | 0.02% | Reduce -4.8% | 54,995 | $1.4M |
| Smith, Moore & Co. | 0.11% | Reduce -4.3% | 52,893 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -12.7% | 52,303 | $1.3M |
| Resonant Capital Advisors, LLC | 0.08% | Add +15.8% | 52,283 | $1.3M |
| Gilbert Capital Group, Inc. | 1.09% | — | 51,715 | $1.3M |
| Scissortail Wealth Management, LLC | 0.31% | Reduce -0.3% | 50,997 | $1.3M |
| GAMMA Investing LLC | 0.08% | Reduce -69.9% | 50,207 | $1.3M |
| Archford Capital Strategies, LLC | 0.16% | Reduce -4.5% | 49,954 | $1.3M |
| Madden Advisory Services, Inc. | 0.54% | Add +34.4% | 49,921 | $1.3M |
| First National Bank & Trust Co. of Newtown | 0.25% | No change | 49,640 | $1.3M |
| Granite Harbor Advisors, Inc. | 0.59% | Add +111.6% | 49,327 | $1.3M |
| Baron Silver Stevens Financial Advisors, LLC | 0.20% | Add +39.0% | 48,774 | $1.2M |
| Sigma Planning Corp | 0.04% | Add +3.8% | 48,575 | $1.2M |
| Clearstead Advisors, LLC | 0.02% | Add +5.0% | 48,418 | $1.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | No change | 47,788 | $1.2M |
| Valley Wealth Managers, Inc. | 0.09% | Add +0.0% | 47,776 | $1.2M |
| Wick Capital Partners, LLC | 0.31% | Reduce -79.3% | 5,765 | $1.2M |
| Focus Partners Wealth | 0.00% | New | 46,186 | $1.2M |
| 10Elms LLP | 1.28% | Add +8.2% | 45,356 | $1.2M |
| Princeton Global Asset Management LLC | 0.21% | Add +1.1% | 45,205 | $1.1M |
| Farmers National Bank | 0.29% | Add +0.5% | 43,498 | $1.1M |
| HM Payson & Co. | 0.02% | Add +74.3% | 42,361 | $1.1M |
| Cary Street Partners Financial LLC | 0.03% | Add +6.3% | 41,915 | $1.1M |
| Austin Private Wealth, LLC | 0.08% | Add +10.0% | 40,988 | $1.0M |
| Woodley Farra Manion Portfolio Management Inc. | 0.05% | Add +249.9% | 40,191 | $1.0M |
| Blue Square Asset Management, LLC | 0.48% | Add +0.4% | 39,916 | $1.0M |
| AlTi Global, Inc. | 0.03% | No change | 40,000 | $1.0M |
| Horan Securities, Inc. | 0.34% | No change | 37,725 | $959K |
| Provenance Wealth Advisors, LLC | 0.14% | Reduce -6.5% | 36,991 | $940K |
| Little House Capital LLC | 0.23% | Reduce -1.1% | 36,593 | $930K |
| Consolidated Portfolio Review Corp | 0.13% | Add +8.1% | 35,546 | $904K |
| Regions Financial Corp. | 0.01% | Add +7.9% | 35,337 | $898K |
| Bank of New York Mellon Corp | 0.00% | Add +4.2% | 35,241 | $896K |
| Alterna Wealth Management, Inc. | 0.71% | Add +201.2% | 34,851 | $886K |
| Masso Torrence Wealth Management Inc. | 0.38% | No change | 31,995 | $813K |
| Brookstone Capital Management | 0.01% | Add +0.0% | 30,282 | $770K |
| Old Mission Capital LLC | 0.02% | New | 29,521 | $750K |
| Lee Financial Co | 0.11% | No change | 28,900 | $735K |
| Jacobi Capital Management LLC | 0.05% | Add +4.4% | 28,703 | $730K |
| 4J Wealth Management LLC | 0.48% | Add +13.0% | 28,219 | $717K |
| Belpointe Asset Management LLC | 0.03% | Add +17.5% | 27,796 | $707K |
| Fifth Third Bancorp | 0.00% | No change | 27,605 | $702K |
| Autumn Glory Partners, LLC | 0.32% | Add +0.1% | 26,818 | $682K |
| Baker Boyer National Bank | 0.23% | Add +0.9% | 26,807 | $681K |
| Comerica Bank | 0.00% | Reduce -25.3% | 26,347 | $670K |
| Summit Wealth Partners, LLC | 0.13% | Add +0.2% | 26,026 | $662K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 26,000 | $661K |
| Thoroughbred Financial Services, LLC | 0.05% | Reduce -5.6% | 25,903 | $658K |
| MML Investors Services, LLC | 0.00% | Add +18.1% | 25,126 | $639K |
| Neuberger Berman Group LLC | 0.00% | Reduce -9.6% | 24,721 | $628K |
| Stockman Wealth Management, Inc. | 0.08% | Reduce -0.9% | 24,524 | $623K |
| Duncker Streett & Co. Inc. | 0.11% | No change | 23,854 | $606K |
| Alliance Wealth Advisors, LLC | 0.15% | New | 23,831 | $606K |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.6% | 23,161 | $589K |
| DecisionMap Wealth Management, LLC | 0.39% | Add +34.9% | 22,555 | $573K |
| Stokes Family Office, LLC | 0.06% | No change | 22,465 | $571K |
| Dearborn Partners LLC | 0.03% | Add +6.7% | 22,450 | $571K |
| Balentine LLC | 0.02% | Add +172.5% | 22,103 | $562K |
| Roble, Belko & Company, Inc | 0.08% | No change | 21,918 | $557K |
| Barrett & Company, Inc. | 0.20% | Add +11.6% | 21,294 | $541K |
| 1900 Wealth Management LLC | 0.04% | Add +1.2% | 20,880 | $531K |
| Mutual Advisors, LLC | 0.01% | Reduce -4.7% | 20,843 | $528K |
| Nestegg Advisors, Inc. | 0.50% | Reduce -30.5% | 20,620 | $524K |
| Element Wealth, LLC | 0.24% | No change | 20,537 | $522K |
| Johnson Bixby & Associates, LLC | 0.07% | Reduce -8.1% | 20,330 | $517K |
| Redwood Financial Network Corp | 0.35% | Add +6.8% | 20,232 | $514K |
| First Interstate Bank | 0.03% | No change | 20,047 | $510K |
| Robinson Smith Wealth Advisors LLC | 0.40% | Add +0.2% | 19,595 | $498K |
| Mgo One Seven LLC | 0.02% | Add +7.3% | 19,523 | $496K |
| Straight Path Wealth Management | 0.16% | Add +0.1% | 18,649 | $474K |
| WJ Wealth Management, LLC | 0.15% | New | 18,600 | $473K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 18,347 | $466K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +21.9% | 18,018 | $458K |
| Ritholtz Wealth Management | 0.01% | Reduce -4.3% | 17,750 | $451K |
| Bradley & Co. Private Wealth Management, LLC | 0.27% | No change | 17,283 | $439K |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.0% | 16,948 | $431K |
| CVA Family Office, LLC | 0.06% | Add +0.3% | 16,788 | $427K |
| Ancora Advisors LLC | 0.01% | Add +3.0% | 16,612 | $422K |
| StoneX Group Inc. | 0.02% | Add +1.3% | 16,541 | $420K |
| Old Mission Investment Co LLC | 0.11% | No change | 15,963 | $406K |
| Principal Securities, Inc. | 0.01% | Add +36.5% | 15,888 | $404K |
| Tableaux LLC | 0.23% | Add +37.6% | 15,544 | $395K |
| Integrated Advisors Network LLC | 0.02% | Add +5.2% | 15,224 | $387K |
| RFP Financial Group LLC | 0.15% | Reduce -52.3% | 14,692 | $373K |
| Strata Wealth Advisors, LLC | 0.10% | No change | 14,617 | $372K |
| Simon Quick Advisors, LLC | 0.02% | New | 14,299 | $363K |
| TABR Capital Management, LLC | 0.31% | Add +43.4% | 14,282 | $363K |
| Fullcircle Wealth LLC | 0.14% | No change | 14,281 | $363K |
| Bank of New Hampshire | 0.09% | Add +15.8% | 13,900 | $353K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 13,550 | $344K |
| Thrivent Financial for Lutherans | 0.00% | New | 13,333 | $339K |
| Cypress Wealth Services, LLC | 0.06% | No change | 13,171 | $335K |
| FourThought Financial Partners, LLC | 0.03% | New | 12,983 | $330K |
| Valley Forge Investment Consultants Inc. Adv | 0.11% | Add +1.2% | 12,949 | $329K |
| Nwam LLC | 0.02% | New | 12,859 | $326K |
| Keystone Wealth Services, LLC | 0.08% | Add +0.7% | 12,808 | $326K |
| Schmidt P J Investment Management Inc. | 0.05% | No change | 12,449 | $316K |
| Advisory Services Network, LLC | 0.01% | Add +28.0% | 12,231 | $310K |
| Conrad Siegel Investment Advisors, Inc. | 0.07% | Add +25.7% | 12,106 | $308K |
| Maia Wealth LLC | 0.06% | Reduce -25.2% | 11,745 | $299K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 11,635 | $295K |
| Journey Advisory Group, LLC | 0.02% | No change | 11,500 | $292K |
| Moseley Investment Management Inc. | 0.10% | New | 11,224 | $285K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 11,200 | $285K |
| Atwater Malick LLC | 0.09% | No change | 11,148 | $283K |
| Avantax Advisory Services, Inc. | 0.00% | Add +14.5% | 10,997 | $280K |
| Mosaic Family Wealth Partners, LLC | 0.03% | New | 10,731 | $273K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 10,528 | $268K |
| Banque Cantonale Vaudoise | 0.01% | No change | 10,510 | $267K |
| Dakota Wealth Management | 0.01% | Reduce -5.5% | 10,400 | $264K |
| Highland Financial Advisors, LLC | 0.08% | No change | 10,162 | $258K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -41.4% | 10,000 | $254K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -42.4% | 9,806 | $249K |
| Montis Financial, LLC | 0.07% | Reduce -6.2% | 9,636 | $245K |
| Gradient Capital Advisors, LLC | 0.07% | No change | 9,532 | $242K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -17.9% | 9,428 | $240K |
| American Money Management, LLC | 0.04% | New | 9,062 | $230K |
| Moors & Cabot, Inc. | 0.01% | New | 8,902 | $226K |
| Wealthspire Advisors, LLC | 0.00% | No change | 8,639 | $220K |
| New England Private Wealth Advisors LLC | 0.03% | Add +1.6% | 8,644 | $219K |
| Physician Wealth Advisors, Inc. | 0.03% | Add +32.2% | 8,556 | $217K |
| KOM Wealth Management Group, LLC | 0.17% | New | 8,534 | $217K |
| Sarver Vrooman Wealth Advisors | 0.14% | Add +675.5% | 8,492 | $216K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -13.3% | 8,416 | $214K |
| Cooper/Haims Advisors, LLC | 0.10% | No change | 8,230 | $209K |
| Midland Wealth Advisors, LLC | 0.01% | New | 8,103 | $206K |
| Scotia Capital Inc. | 0.00% | Reduce -15.6% | 8,100 | $206K |
| Newman Dignan & Sheerar, Inc. | 0.05% | New | 8,099 | $206K |
| Goldman Sachs Group Inc. | 0.00% | New | 8,094 | $206K |
| Financial Advisory Corp | 0.03% | No change | 8,061 | $205K |
| First Horizon Advisors, Inc. | 0.01% | No change | 8,040 | $204K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 8,010 | $204K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 8,000 | $203K |
| Creekmur Asset Management LLC | 0.04% | No change | 7,964 | $202K |
| MKT Advisors LLC | 0.08% | New | 7,962 | $201K |
| Empower Advisory Group, LLC | 0.00% | New | 7,891 | $201K |
| Phillips Financial Management, LLC | 0.01% | No change | 7,523 | $191K |
| Harbour Investments, Inc. | 0.00% | Add +46.9% | 7,081 | $180K |
| Hills Bank & Trust Co | 0.01% | No change | 6,457 | $164K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 6,300 | $160K |
| Private Trust Co. NA | 0.02% | Add +3.9% | 6,287 | $160K |
| Hurley Capital, LLC | 0.11% | Add +0.1% | 6,167 | $157K |
| Cordgrass Capital Advisors, LLC | 0.04% | No change | 5,437 | $138K |
| Bogart Wealth, LLC | 0.01% | Add +0.8% | 5,423 | $138K |
| Koesten, Hirschmann & Crabtree, INC. | 0.07% | No change | 5,140 | $131K |
| MTM Investment Management, LLC | 0.04% | New | 4,963 | $126K |
| Addison Advisors LLC | 0.03% | Reduce -46.0% | 4,670 | $119K |
| Robbins Farley | 0.05% | Add +579.0% | 4,644 | $118K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +6.5% | 4,511 | $115K |
| Trust Co | 0.01% | Add +33.0% | 3,998 | $102K |
| 2UniFi Bank | 0.06% | Add +31.9% | 3,850 | $98K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 3,600 | $92K |
| Knights of Columbus Asset Advisors LLC | 0.00% | No change | 2,880 | $73K |
| Asset Dedication, LLC | 0.00% | Reduce -1.1% | 2,624 | $67K |
| McIlrath & Eck, LLC | 0.01% | New | 2,401 | $61K |
| Coastline Trust Co | 0.01% | Add +97.9% | 2,397 | $61K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Add +71.1% | 2,395 | $61K |
| United Community Bank | 0.02% | Add +194.7% | 2,343 | $60K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -9.7% | 2,237 | $57K |
| Bokf, NA | 0.00% | New | 2,012 | $51K |
| Sachetta, LLC | 0.02% | No change | 2,000 | $51K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 2,000 | $51K |
| Legacy Bridge, LLC | 0.02% | No change | 1,900 | $48K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1,608 | $41K |
| Front Row Advisors LLC | 0.01% | No change | 1,600 | $41K |
| Signaturefd, LLC | 0.00% | No change | 1,591 | $40K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 1,452 | $37K |
| AlphaCore Capital LLC | 0.00% | No change | 1,430 | $36K |
| Bank of Montreal | 0.00% | New | 1,419 | $36K |
| JPMorgan Chase & Co. | 0.00% | Reduce -99.3% | 1,350 | $34K |
| Stephens Consulting, LLC | 0.01% | No change | 1,309 | $33K |
| Hemington Wealth Management | 0.00% | No change | 1,335 | $33K |
| Blair William & Co. | 0.00% | No change | 1,207 | $31K |
| Eastern Bank | 0.00% | Add +41.4% | 1,195 | $30K |
| Pacifica Partners Inc. | 0.01% | New | 807 | $20K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.2% | 769 | $20K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 735 | $19K |
| Blue Trust, Inc. | 0.00% | Add +1.3% | 727 | $18K |
| Biltmore Family Office, LLC | 0.00% | No change | 650 | $17K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.0% | 605 | $15K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -100.0% | 599 | $15K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -80.3% | 500 | $13K |
| Y.D. More Investments Ltd | 0.00% | No change | 500 | $13K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 500 | $13K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.7% | 421 | $11K |
| Ameritas Advisory Services, LLC | 0.00% | New | 379 | $10K |
| CoreCap Advisors, LLC | 0.00% | New | 353 | $9K |
| First PREMIER Bank | 0.00% | No change | 302 | $8K |
| Kiker Wealth Management, LLC | 0.00% | Reduce -9.6% | 293 | $7K |
| Creative Capital Management Investments LLC | 0.00% | New | 282 | $7K |
| Logan Capital Management Inc. | 0.00% | No change | 248 | $6K |
| Avion Wealth | 0.00% | New | 185 | $4K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 105 | $3K |
"% 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.