iShares Ibonds Dec 2028 ETFIBDTETF
13F holders, Q3 2025 (September 30)381holders +18
40new positions
19sold out
2famous investors
$25.52avg. 13F price*
At the end of Q3 2025, 381 institutions reported holding iShares Ibonds Dec 2028 ETF (IBDT) in their 13F filings, up 18 from Q2 2025. 40 opened new positions and 19 sold out. The largest holders were Bank of America Corp. ($207.9M), Morgan Stanley ($111.6M) and Capital Investment Advisors, LLC ($87.2M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $131.1M |
| Exits | 19 | $17.9M |
All 13F filers, Q2 2025 → Q3 2025: 11,627,466 shares bought and 4,813,535 shares sold, net +6,813,931 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 381 holders
| Bank of America Corp. | 0.02% | Add +4.2% | 8,144,913 | $207.9M |
| Morgan Stanley | 0.01% | Add +8.0% | 4,373,944 | $111.6M |
| Capital Investment Advisors, LLC | 1.44% | Add +6.1% | 3,415,160 | $87.2M |
| Mercer Global Advisors Inc. | 0.14% | Add +26.3% | 3,316,051 | $84.6M |
| Capital Advisors Inc. | 1.37% | Add +4.8% | 3,212,010 | $82.0M |
| Raymond James Financial Inc. | 0.02% | Add +4.9% | 2,663,465 | $68.0M |
| Vishria Bird Financial Group, LLC | 13.03% | New | 2,604,008 | $66.5M |
| Lido Advisors, LLC | 0.25% | Add +13.9% | 2,405,626 | $61.4M |
| UBS Group AG | 0.01% | Add +10.1% | 2,250,624 | $57.4M |
| Royal Bank of Canada | 0.01% | Add +4.0% | 1,986,348 | $50.7M |
| LPL Financial LLC | 0.01% | Add +7.2% | 1,887,228 | $48.2M |
| Wells Fargo & Company | 0.01% | Add +4.7% | 1,692,427 | $43.2M |
| Woodmont Investment Counsel LLC | 2.75% | Reduce -4.3% | 1,626,388 | $41.5M |
| HighTower Advisors, LLC | 0.05% | Add +15.0% | 1,624,281 | $41.5M |
| Hengehold Capital Management LLC | 2.96% | Add +2.3% | 1,360,317 | $34.7M |
| Summitry LLC | 1.46% | Add +1.3% | 1,352,996 | $34.5M |
| Gratus Wealth Advisors, LLC | 4.55% | Add +2.6% | 1,265,251 | $32.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -23.2% | 1,217,118 | $31.1M |
| Sound View Wealth Advisors Group, LLC | 2.11% | Add +9.5% | 1,205,249 | $30.8M |
| Kathmere Capital Management, LLC | 2.18% | Add +12.4% | 1,202,922 | $30.7M |
| Sigma Investment Counselors Inc. | 1.58% | Add +3.4% | 1,193,474 | $30.5M |
| Klingman & Associates, LLC | 1.50% | Add +4.3% | 1,161,401 | $29.6M |
| Howland Capital Management LLC | 1.10% | Add +10.7% | 1,126,598 | $28.8M |
| RVW Wealth, LLC | 1.95% | Add +1.4% | 980,372 | $25.0M |
| Baltimore-Washington Financial Advisors, Inc. | 1.04% | Add +3.4% | 954,127 | $24.3M |
| Stifel Financial Corp. | 0.02% | Add +10.2% | 881,415 | $22.5M |
| Truist Financial Corp. | 0.03% | Reduce -1.0% | 847,836 | $21.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +16.7% | 827,122 | $21.1M |
| Summit Financial, LLC | 0.30% | New | 779,796 | $19.9M |
| Captrust Financial Advisors | 0.04% | Add +46.6% | 740,071 | $18.9M |
| MV Capital Management, Inc. | 1.70% | Add +6.6% | 694,713 | $17.7M |
| Benjamin Edwards Inc. | 0.18% | Add +25.9% | 637,390 | $16.3M |
| Apollon Wealth Management, LLC | 0.27% | Add +1.5% | 591,422 | $15.1M |
| US Bancorp \de | 0.02% | Reduce -5.8% | 576,137 | $14.7M |
| Kestra Advisory Services, LLC | 0.07% | Add +3.2% | 571,180 | $14.6M |
| Global Retirement Partners, LLC | 0.32% | Add +12.7% | 560,541 | $14.3M |
| Arrow Financial Corp | 1.42% | Reduce -2.4% | 544,471 | $13.9M |
| Glenview Trust Co | 0.21% | Add +6.1% | 508,868 | $13.0M |
| Snowden Capital Advisors LLC | 0.35% | Add +0.8% | 493,538 | $12.6M |
| Windsor Capital Management, LLC | 3.41% | Add +3.0% | 483,346 | $12.3M |
| Spinnaker Trust | 0.61% | Add +14.3% | 428,706 | $10.9M |
| First International Bank of Israel Ltd. | 5.93% | Reduce -0.7% | 409,717 | $10.5M |
| Lyell Wealth Management, LP | 0.76% | Add +7.9% | 403,365 | $10.3M |
| Confluence Investment Management LLC | 0.15% | New | 399,602 | $10.2M |
| Rebalance, LLC | 0.61% | Add +133.1% | 393,956 | $10.1M |
| Probity Advisors, Inc. | 1.63% | Add +3.6% | 393,310 | $10.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +23.7% | 387,225 | $9.9M |
| Commonwealth Financial Services, LLC | 1.69% | Add +3.2% | 386,632 | $9.9M |
| Stratos Wealth Partners, LTD. | 0.12% | Reduce -2.8% | 386,126 | $9.9M |
| CENTRAL TRUST Co | 0.20% | Add +7.3% | 368,969 | $9.4M |
| First National Trust Co | 0.32% | Add +24.4% | 367,764 | $9.4M |
| Peloton Wealth Strategists | 3.76% | Add +0.5% | 364,960 | $9.3M |
| Novem Group | 1.10% | New | 360,820 | $9.2M |
| Mesirow Financial Investment Management, Inc. | 0.16% | Add +3.0% | 341,254 | $8.7M |
| Sanctuary Advisors, LLC | 0.05% | Add +6.9% | 328,775 | $8.4M |
| InvesTrust | 2.83% | Add +15.3% | 302,507 | $7.7M |
| Eight 31 Financial, LLC | 4.30% | Add +22.7% | 299,222 | $7.6M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +3.1% | 289,108 | $7.4M |
| MCF Advisors LLC | 0.44% | Add +0.7% | 278,932 | $7.1M |
| Park Avenue Securities LLC | 0.05% | New | 260,687 | $6.7M |
| Parallel Advisors, LLC | 0.12% | Add +5.7% | 259,183 | $6.6M |
| Arcadia Investment Advisors LLC | 3.21% | Add +1.1% | 258,904 | $6.6M |
| Cwm, LLC | 0.02% | Add +4.2% | 237,998 | $6.1M |
| Integrated Wealth Concepts LLC | 0.05% | Add +8.6% | 235,334 | $6.0M |
| Hamel Associates, Inc. | 1.84% | Add +1.4% | 234,775 | $6.0M |
| Praetorian Wealth Management, Inc. | 1.22% | Add +2.6% | 233,228 | $6.0M |
| Cetera Investment Advisers | 0.01% | Add +12.2% | 231,929 | $5.9M |
| MinichMacGregor Wealth Management, LLC | 1.15% | Reduce -1.7% | 230,959 | $5.9M |
| Atlantic Union Bankshares Corp | 0.11% | Reduce -4.0% | 228,331 | $5.8M |
| IFP Advisors, Inc | 0.15% | Reduce -3.9% | 222,847 | $5.7M |
| Cherry Tree Wealth Management, LLC | 1.24% | Add +1.1% | 220,834 | $5.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -90.5% | 220,589 | $5.6M |
| Signature Wealth Management Group | 2.18% | Add +1.4% | 220,294 | $5.6M |
| Cheviot Value Management, LLC | 0.59% | Add +5.8% | 217,986 | $5.6M |
| Composition Wealth, LLC | 0.08% | New | 206,830 | $5.3M |
| Atria Investments, Inc | 0.06% | Add +0.3% | 204,726 | $5.2M |
| Strid Group, LLC | 0.66% | Add +0.3% | 202,200 | $5.2M |
| NewEdge Advisors, LLC | 0.02% | Reduce -3.0% | 198,724 | $5.1M |
| Krilogy Financial LLC | 0.19% | Add +13.1% | 199,475 | $5.1M |
| Guidance Point Advisors, LLC | 1.26% | Add +9.3% | 197,916 | $5.1M |
| Droms Strauss Advisors Inc. /Mo/ | 1.45% | Add +16.2% | 196,379 | $5.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +8.8% | 196,220 | $5.0M |
| JPMorgan Chase & Co. | 0.00% | Add +14318.6% | 194,651 | $5.0M |
| Virginia Wealth Management Group, Inc. | 2.86% | Add +8.5% | 194,345 | $5.0M |
| Hancock Whitney Corp. | 0.09% | Add +6.4% | 194,235 | $5.0M |
| Penobscot Investment Management Company, Inc. | 0.38% | Add +41.6% | 192,723 | $4.9M |
| Ironwood Financial, llc | 0.87% | Add +80.2% | 192,054 | $4.9M |
| LBMC Investment Advisors, LLC | 0.30% | Add +21.5% | 186,751 | $4.8M |
| Harbor Advisory Corp. | 1.37% | Add +12.7% | 181,360 | $4.6M |
| Sonata Capital Group Inc. | 1.70% | Add +14.4% | 180,456 | $4.6M |
| Moneco Advisors, LLC | 0.38% | Reduce -2.0% | 179,777 | $4.6M |
| Creative Planning | 0.00% | Add +0.1% | 178,749 | $4.6M |
| Leo Wealth, LLC | 0.58% | Add +1.0% | 175,785 | $4.5M |
| Merit Financial Group, LLC | 0.04% | Add +23.0% | 175,088 | $4.5M |
| Quantum Financial Advisors, LLC | 0.54% | Add +19.1% | 173,008 | $4.4M |
| Allworth Financial LP | 0.02% | Add +14.9% | 172,724 | $4.4M |
| Crews Bank & Trust | 0.63% | Add +7.4% | 169,585 | $4.3M |
| Heartland Bank & Trust Co | 1.78% | Add +23.6% | 168,892 | $4.3M |
| Keeler Thomas Management LLC | 1.96% | Add +0.3% | 167,731 | $4.3M |
| 4Thought Financial Group Inc. | 2.15% | Add +5.0% | 166,716 | $4.3M |
"% 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.