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 |
| Centric Wealth Management | 0.95% | Add +4.4% | 166,671 | $4.3M |
| Northstar Group, Inc. | 0.64% | Add +9.2% | 165,721 | $4.2M |
| Members Wealth LLC | 2.64% | — | 163,696 | $4.2M |
| Sowell Financial Services LLC | 0.16% | Add +10.6% | 161,855 | $4.1M |
| Laurel Wealth Advisors LLC | 0.54% | Add +6.5% | 152,327 | $3.9M |
| Sightline Wealth Advisors, LLC | 1.70% | Add +15.6% | 147,783 | $3.8M |
| Sax Wealth Advisors, LLC | 0.20% | Add +15.9% | 145,363 | $3.7M |
| Fulton Breakefield Broenniman LLC | 0.24% | Add +8.3% | 144,428 | $3.7M |
| Matthew Goff Investment Advisor, LLC | 0.62% | Reduce -0.5% | 142,349 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Add +89.7% | 141,858 | $3.6M |
| Great Diamond Partners, LLC | 0.69% | Reduce -2.0% | 138,525 | $3.5M |
| Focus Partners Wealth | 0.01% | Add +196.0% | 136,726 | $3.5M |
| Beese Fulmer Investment Management, Inc. | 0.24% | Add +5.3% | 135,162 | $3.4M |
| Evergreen Private Wealth LLC | 1.35% | Reduce -0.7% | 130,064 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.3% | 129,442 | $3.3M |
| Jones Financial Companies LLLP | 0.00% | Add +57.6% | 129,296 | $3.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Add +29.7% | 127,052 | $3.2M |
| Venture Visionary Partners LLC | 0.11% | Reduce -3.7% | 125,863 | $3.2M |
| Precedent Wealth Partners, LLC | 0.71% | Add +4.1% | 125,708 | $3.2M |
| Paradigm, Strategies in Wealth Management, LLC | 1.99% | Reduce -5.3% | 122,050 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -9.8% | 122,065 | $3.1M |
| Littlejohn Financial Services, Inc. | 2.26% | Reduce -0.2% | 121,461 | $3.1M |
| Stonebrook Private Inc. | 0.66% | Add +2.0% | 120,370 | $3.1M |
| Cornell Pochily Investment Advisors, Inc. | 0.91% | Add +22.3% | 119,670 | $3.1M |
| Renaissance Technologies | 0.00% | Reduce -33.5% | 114,200 | $2.9M |
| FF Advisors,LLC | 1.37% | Add +8.5% | 112,309 | $2.9M |
| United Capital Financial Advisors, LLC | 0.02% | Add +22.4% | 110,214 | $2.8M |
| Valmark Advisers, Inc. | 0.04% | Reduce -5.4% | 106,507 | $2.7M |
| Mariner, LLC | 0.00% | Add +6.9% | 106,436 | $2.7M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +12.0% | 105,495 | $2.7M |
| Leavell Investment Management, Inc. | 0.11% | Reduce -2.3% | 104,964 | $2.7M |
| LifePlan Financial, LLC | 2.11% | Add +2.0% | 104,345 | $2.7M |
| Associated Banc-Corp | 0.07% | Add +5.7% | 101,756 | $2.6M |
| Godshalk Welsh Capital Management, Inc. | 1.49% | Add +37.8% | 101,600 | $2.6M |
| Marathon Mission, Inc. | 1.52% | Add +1.0% | 100,042 | $2.6M |
| Houlihan Financial Resource Group, Ltd. | 2.18% | Reduce -52.6% | 97,060 | $2.5M |
| Adirondack Trust Co. | 0.82% | Add +4.9% | 96,191 | $2.5M |
| Resonant Capital Advisors, LLC | 0.14% | Add +79.9% | 94,040 | $2.4M |
| LFA - Lugano Financial Advisors SA | 1.25% | Add +2.1% | 93,268 | $2.4M |
| Wrapmanager Inc. | 0.72% | Reduce -33.0% | 91,126 | $2.3M |
| Harbor Investment Advisory, LLC | 0.19% | Add +14.4% | 90,543 | $2.3M |
| Rossmore Private Capital | 0.25% | Add +14.1% | 90,535 | $2.3M |
| Covington Investment Advisors Inc. | 0.30% | Add +14.3% | 88,896 | $2.3M |
| Wick Capital Partners, LLC | 0.53% | Add +1419.8% | 87,619 | $2.2M |
| Corient Private Wealth LP | 0.00% | Reduce -13.1% | 83,126 | $2.1M |
| Chesley Taft & Associates LLC | 0.09% | Add +2.7% | 81,300 | $2.1M |
| Arcataur Capital Management LLC | 0.60% | No change | 80,595 | $2.1M |
| Meridian Wealth Management, LLC | 0.08% | Add +19.0% | 79,707 | $2.0M |
| Jane Street Group, LLC | 0.00% | Reduce -37.1% | 78,116 | $2.0M |
| Madden Advisory Services, Inc. | 0.84% | Add +56.2% | 77,998 | $2.0M |
| Kintra Wealth, LLC | 1.11% | Add +0.6% | 77,097 | $2.0M |
| Cabot Wealth Management Inc. | 0.22% | Add +3.6% | 76,484 | $2.0M |
| Foundry Financial Group, Inc. | 1.02% | Add +19.5% | 75,889 | $1.9M |
| BlackRock, Inc. | 0.00% | Add +5.5% | 75,520 | $1.9M |
| Coldstream Capital Management Inc. | 0.03% | Add +1.0% | 74,052 | $1.9M |
| TD Waterhouse Canada Inc. | 0.01% | Add +11.3% | 73,409 | $1.9M |
| Wilkins Miller Wealth Management, LLC | 1.14% | Reduce -1.9% | 72,228 | $1.8M |
| McGlone Suttner Wealth Management, Inc. | 0.25% | Add +3.4% | 70,444 | $1.8M |
| Segment Wealth Management, LLC | 0.11% | Add +4.7% | 69,600 | $1.8M |
| Beacon Financial Group | 0.17% | Add +23.1% | 68,738 | $1.8M |
| Fortis Capital Management LLC | 0.24% | Add +8.5% | 67,614 | $1.7M |
| Reliant Wealth Planning | 0.56% | No change | 67,567 | $1.7M |
| BridgePort Financial Solutions, LLC | 0.45% | Add +0.2% | 66,162 | $1.7M |
| Kesler, Norman & Wride, LLC | 0.33% | Reduce -46.1% | 67,064 | $1.7M |
| Foundation Wealth Management, LLC | 1.13% | Add +4.4% | 65,208 | $1.7M |
| Meitav Investment House Ltd. | 0.02% | Add +18.4% | 65,140 | $1.7M |
| Drive Wealth Management, LLC | 0.34% | Reduce -0.5% | 62,286 | $1.6M |
| NorthCoast Asset Management LLC | 0.01% | Add +1.1% | 62,116 | $1.6M |
| First Fiduciary Investment Counsel, Inc. | 0.30% | Add +0.9% | 61,105 | $1.6M |
| Cowa, LLC | 0.55% | Add +4.2% | 60,998 | $1.6M |
| DAVENPORT & Co LLC | 0.01% | No change | 59,455 | $1.5M |
| IFG Advisory, LLC | 0.07% | New | 59,429 | $1.5M |
| STAR Financial Bank | 0.87% | Reduce -54.9% | 57,891 | $1.5M |
| CGN Advisors LLC | 0.12% | Reduce -16.6% | 57,431 | $1.5M |
| Cyr Financial Inc. | 0.98% | Add +1.8% | 56,314 | $1.4M |
| Smith, Moore & Co. | 0.11% | Add +6.2% | 56,164 | $1.4M |
| Beaumont Financial Advisors, LLC | 0.10% | New | 55,731 | $1.4M |
| Advance Capital Management, Inc. | 0.06% | Add +1.1% | 55,701 | $1.4M |
| One Plus One Wealth Management, LLC | 0.69% | New | 55,617 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.8% | 53,376 | $1.4M |
| Gilbert Capital Group, Inc. | 1.05% | Add +3.0% | 53,240 | $1.4M |
| Scissortail Wealth Management, LLC | 0.29% | Add +1.3% | 51,682 | $1.3M |
| Archford Capital Strategies, LLC | 0.16% | Add +2.5% | 51,229 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.4% | 51,074 | $1.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Add +6.2% | 50,748 | $1.3M |
| Clearstead Advisors, LLC | 0.02% | Add +4.2% | 50,469 | $1.3M |
| Princeton Global Asset Management LLC | 0.21% | Add +10.9% | 50,150 | $1.3M |
| First National Bank & Trust Co. of Newtown | 0.24% | No change | 49,640 | $1.3M |
| Granite Harbor Advisors, Inc. | 0.53% | Add +0.6% | 49,627 | $1.3M |
| Baron Silver Stevens Financial Advisors, LLC | 0.18% | Add +1.4% | 49,438 | $1.3M |
| Woodley Farra Manion Portfolio Management Inc. | 0.06% | Add +17.4% | 47,195 | $1.2M |
| Cary Street Partners Financial LLC | 0.03% | Add +11.7% | 46,812 | $1.2M |
| 10Elms LLP | 1.23% | Add +2.9% | 46,656 | $1.2M |
| Farmers National Bank | 0.28% | Add +5.6% | 45,935 | $1.2M |
| Valley Wealth Managers, Inc. | 0.08% | Reduce -4.1% | 45,828 | $1.2M |
| Freestone Capital Holdings, LLC | 0.03% | New | 43,798 | $1.1M |
| Montecito Bank & Trust | 0.17% | — | 43,725 | $1.1M |
| HM Payson & Co. | 0.02% | Add +2.9% | 43,586 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -95.5% | 42,909 | $1.1M |
| Austin Private Wealth, LLC | 0.08% | Add +2.9% | 42,173 | $1.1M |
| Alliance Wealth Advisors, LLC | 0.24% | Add +71.5% | 40,865 | $1.0M |
| Bank of New York Mellon Corp | 0.00% | Add +15.5% | 40,703 | $1.0M |
| FourThought Financial Partners, LLC | 0.09% | Add +212.5% | 40,571 | $1.0M |
| AlTi Global, Inc. | 0.02% | No change | 40,000 | $1.0M |
| Blue Square Asset Management, LLC | 0.44% | Reduce -1.8% | 39,204 | $1.0M |
| Regions Financial Corp. | 0.01% | Add +9.1% | 38,551 | $984K |
| Consolidated Portfolio Review Corp | 0.12% | Add +6.3% | 37,793 | $964K |
| HORAN Wealth, LLC | 0.15% | New | 37,650 | $961K |
| Little House Capital LLC | 0.22% | Add +2.3% | 37,423 | $955K |
| Provenance Wealth Advisors, LLC | 0.12% | Reduce -2.8% | 35,947 | $917K |
| Mendota Financial Group, LLC | 0.68% | New | 35,550 | $907K |
| Alterna Wealth Management, Inc. | 0.73% | Add +0.4% | 34,978 | $893K |
| Jacobi Capital Management LLC | 0.05% | Add +15.8% | 33,226 | $848K |
| Belpointe Asset Management LLC | 0.03% | Add +18.3% | 32,880 | $839K |
| Neuberger Berman Group LLC | 0.00% | Add +31.8% | 32,571 | $831K |
| Masso Torrence Wealth Management Inc. | 0.34% | No change | 31,995 | $817K |
| Barrett & Company, Inc. | 0.28% | Add +50.1% | 31,970 | $816K |
| Brookstone Capital Management | 0.01% | Add +4.9% | 31,769 | $811K |
| MTM Investment Management, LLC | 0.24% | Add +495.8% | 29,568 | $755K |
| Equitable Holdings, Inc. | 0.01% | New | 29,384 | $750K |
| Baird Financial Group, Inc. | 0.00% | Add +25.2% | 29,000 | $740K |
| Lee Financial Co | 0.09% | No change | 28,900 | $738K |
| MML Investors Services, LLC | 0.00% | Add +13.5% | 28,527 | $728K |
| Fifth Third Bancorp | 0.00% | Add +2.7% | 28,355 | $724K |
| Comerica Bank | 0.00% | Add +4.8% | 27,623 | $705K |
| Autumn Glory Partners, LLC | 0.29% | Add +2.4% | 27,452 | $701K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +2.7% | 26,602 | $678K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +44.5% | 26,511 | $677K |
| Summit Wealth Partners, LLC | 0.12% | Add +0.2% | 26,080 | $666K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 26,000 | $664K |
| DecisionMap Wealth Management, LLC | 0.40% | Add +7.8% | 24,319 | $621K |
| Dearborn Partners LLC | 0.03% | Add +7.5% | 24,132 | $616K |
| Baker Boyer National Bank | 0.20% | Reduce -10.1% | 24,114 | $615K |
| Stockman Wealth Management, Inc. | 0.08% | Reduce -1.7% | 24,104 | $615K |
| Susquehanna International Group, LLP | 0.00% | New | 23,835 | $608K |
| 4J Wealth Management LLC | 0.35% | Reduce -17.3% | 23,349 | $596K |
| Roble, Belko & Company, Inc | 0.08% | Add +4.5% | 22,896 | $584K |
| Redwood Financial Network Corp | 0.37% | Add +12.5% | 22,763 | $581K |
| Stokes Family Office, LLC | 0.05% | No change | 22,465 | $573K |
| Duncker Streett & Co. Inc. | 0.10% | Reduce -5.8% | 22,460 | $573K |
| Balentine LLC | 0.02% | Add +0.9% | 22,301 | $569K |
| Element Wealth, LLC | 0.24% | Add +5.0% | 21,564 | $550K |
| Chicago Partners Investment Group LLC | 0.01% | Add +84.4% | 21,460 | $549K |
| 1900 Wealth Management LLC | 0.04% | Add +1.1% | 21,118 | $539K |
| American Trust | 0.05% | New | 20,985 | $536K |
| Mutual Advisors, LLC | 0.01% | Add +0.2% | 20,888 | $534K |
| Integrated Advisors Network LLC | 0.02% | Add +36.2% | 20,733 | $529K |
| TFR Capital, LLC. | 0.18% | New | 20,624 | $526K |
| Johnson Bixby & Associates, LLC | 0.07% | Add +0.7% | 20,470 | $522K |
| First Interstate Bank | 0.03% | No change | 20,047 | $512K |
| Thrivent Financial for Lutherans | 0.00% | Add +47.8% | 19,707 | $503K |
| Robinson Smith Wealth Advisors LLC | 0.36% | Add +0.2% | 19,636 | $501K |
| StoneX Group Inc. | 0.02% | Add +15.1% | 19,038 | $486K |
| Straight Path Wealth Management | 0.13% | Add +0.1% | 18,658 | $476K |
| Oppenheimer & Co. Inc. | 0.01% | Add +9.2% | 18,502 | $472K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.3% | 18,436 | $470K |
| Bradley & Co. Private Wealth Management, LLC | 0.24% | No change | 17,283 | $441K |
| CVA Family Office, LLC | 0.06% | Add +0.3% | 16,838 | $430K |
| Tableaux LLC | 0.16% | Add +3.8% | 16,128 | $412K |
| Principal Securities, Inc. | 0.01% | Add +0.5% | 15,965 | $407K |
| Ancora Advisors LLC | 0.01% | Reduce -7.1% | 15,438 | $394K |
| Ledyard National Bank | 0.03% | New | 15,204 | $388K |
| Mgo One Seven LLC | 0.01% | Reduce -23.8% | 14,885 | $380K |
| Strata Wealth Advisors, LLC | 0.10% | No change | 14,617 | $373K |
| TABR Capital Management, LLC | 0.25% | Add +1.1% | 14,445 | $368K |
| Simon Quick Advisors, LLC | 0.02% | No change | 14,299 | $365K |
| Advisory Services Network, LLC | 0.01% | Add +16.6% | 14,266 | $364K |
| Fullcircle Wealth LLC | 0.13% | Reduce -0.1% | 14,265 | $363K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Add +31.7% | 14,133 | $361K |
| Bank of New Hampshire | 0.08% | Add +1.4% | 14,100 | $360K |
| Old Mission Investment Co LLC | 0.09% | Reduce -12.5% | 13,973 | $357K |
| Banque Cantonale Vaudoise | 0.01% | Add +30.5% | 13,720 | $350K |
| Patriot Investment Management Group, Inc. | 0.02% | Add +30.0% | 13,688 | $349K |
| Nestegg Advisors, Inc. | 0.31% | Reduce -33.7% | 13,679 | $349K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 13,550 | $346K |
| WJ Wealth Management, LLC | 0.15% | Reduce -28.0% | 13,400 | $342K |
| Romano Brothers and Company | 0.04% | New | 13,340 | $340K |
| Cypress Wealth Services, LLC | 0.06% | No change | 13,171 | $336K |
| Valley Forge Investment Consultants Inc. Adv | 0.10% | Add +1.1% | 13,097 | $334K |
| Nwam LLC | 0.02% | Add +0.8% | 12,957 | $331K |
| Smith Salley Wealth Management | 0.02% | New | 12,796 | $327K |
| Schmidt P J Investment Management Inc. | 0.05% | No change | 12,449 | $318K |
| Conrad Siegel Investment Advisors, Inc. | 0.07% | Add +1.0% | 12,222 | $312K |
| Riverchase Wealth Management, LLC | 0.17% | New | 12,030 | $307K |
| Financial Advisory Corp | 0.04% | Add +46.1% | 11,776 | $301K |
| Journey Advisory Group, LLC | 0.02% | No change | 11,500 | $293K |
| Farther Finance Advisors, LLC | 0.00% | Add +410.1% | 11,412 | $291K |
| Keystone Wealth Services, LLC | 0.06% | Reduce -11.6% | 11,320 | $289K |
| Moseley Investment Management Inc. | 0.09% | Add +0.0% | 11,225 | $286K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 11,200 | $286K |
| Atwater Malick LLC | 0.08% | No change | 11,148 | $284K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +5.4% | 10,541 | $269K |
| Moors & Cabot, Inc. | 0.01% | Add +14.5% | 10,190 | $260K |
| Highland Financial Advisors, LLC | 0.07% | No change | 10,162 | $259K |
| Maia Wealth LLC | 0.04% | Reduce -13.3% | 10,181 | $259K |
| Newman Dignan & Sheerar, Inc. | 0.06% | Add +24.5% | 10,081 | $257K |
| Evanson Asset Management, LLC | 0.01% | New | 10,025 | $256K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -0.0% | 9,805 | $250K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +3.7% | 9,778 | $250K |
| Naples Global Advisors, LLC | 0.02% | New | 9,690 | $247K |
| Waterford Advisors, LLC | 0.09% | New | 9,656 | $246K |
| Summit Asset Management, LLC | 0.04% | New | 9,629 | $246K |
| Gradient Capital Advisors, LLC | 0.07% | No change | 9,532 | $243K |
| Dakota Wealth Management | 0.00% | Reduce -9.6% | 9,400 | $240K |
| Midland Wealth Advisors, LLC | 0.01% | Add +14.1% | 9,244 | $236K |
| American Money Management, LLC | 0.04% | No change | 9,062 | $231K |
| Sarver Vrooman Wealth Advisors | 0.15% | Add +5.5% | 8,956 | $229K |
| Signaturefd, LLC | 0.00% | Add +455.3% | 8,835 | $225K |
| New England Private Wealth Advisors LLC | 0.03% | Add +0.8% | 8,709 | $222K |
| Wealthspire Advisors, LLC | 0.00% | No change | 8,639 | $220K |
| Physician Wealth Advisors, Inc. | 0.03% | Add +0.9% | 8,630 | $220K |
| KOM Wealth Management Group, LLC | 0.17% | Add +1.1% | 8,626 | $220K |
| Harbour Investments, Inc. | 0.00% | Add +17.7% | 8,334 | $213K |
| Van Hulzen Asset Management, LLC | 0.02% | New | 8,267 | $211K |
| Cooper/Haims Advisors, LLC | 0.10% | No change | 8,230 | $210K |
| Robbins Farley | 0.09% | Add +76.0% | 8,174 | $209K |
| SageView Advisory Group, LLC | 0.01% | New | 8,151 | $208K |
| Two Sigma Securities, LLC | 0.03% | New | 8,147 | $208K |
| Scotia Capital Inc. | 0.00% | No change | 8,100 | $207K |
| XML Financial, LLC | 0.02% | New | 8,057 | $206K |
| Koshinski Asset Management, Inc. | 0.01% | New | 8,055 | $206K |
| 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 | $204K |
| Creekmur Asset Management LLC | 0.03% | No change | 7,964 | $203K |
| Empower Advisory Group, LLC | 0.00% | No change | 7,891 | $201K |
| Phillips Financial Management, LLC | 0.01% | No change | 7,523 | $192K |
| Hills Bank & Trust Co | 0.01% | No change | 6,457 | $165K |
| Private Trust Co. NA | 0.01% | Reduce -0.1% | 6,281 | $160K |
| Hurley Capital, LLC | 0.09% | Add +0.1% | 6,174 | $158K |
| PNC Financial Services Group, Inc. | 0.00% | Add +893.5% | 6,011 | $153K |
| Cordgrass Capital Advisors, LLC | 0.03% | No change | 5,437 | $139K |
| Bogart Wealth, LLC | 0.01% | Add +0.1% | 5,426 | $138K |
| Koesten, Hirschmann & Crabtree, INC. | 0.06% | No change | 5,140 | $131K |
| Addison Advisors LLC | 0.03% | Reduce -0.3% | 4,655 | $119K |
| GAMMA Investing LLC | 0.01% | Reduce -91.3% | 4,375 | $112K |
| Trust Co | 0.01% | No change | 3,998 | $102K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 3,600 | $92K |
| 2UniFi Bank | 0.04% | Reduce -12.4% | 3,374 | $86K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -25.2% | 3,373 | $86K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -52.4% | 3,000 | $77K |
| Knights of Columbus Asset Advisors LLC | 0.00% | No change | 2,880 | $73K |
| Asset Dedication, LLC | 0.00% | Add +1.2% | 2,655 | $68K |
| Coastline Trust Co | 0.01% | Add +7.0% | 2,565 | $65K |
| McIlrath & Eck, LLC | 0.01% | Add +1.1% | 2,428 | $62K |
| United Community Bank | 0.02% | No change | 2,343 | $60K |
| 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 |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 1,452 | $37K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -41.5% | 1,400 | $36K |
| Hemington Wealth Management | 0.00% | No change | 1,335 | $34K |
| Stephens Consulting, LLC | 0.01% | No change | 1,309 | $33K |
| Eastern Bank | 0.00% | No change | 1,195 | $30K |
| High Note Wealth, LLC | 0.01% | New | 1,093 | $28K |
| Sunbelt Securities, Inc. | 0.00% | New | 1,000 | $26K |
| Ballast Advisors LLC | 0.01% | New | 903 | $23K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $20K |
| CX Institutional | 0.00% | New | 772 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.2% | 778 | $20K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 735 | $19K |
| Blue Trust, Inc. | 0.00% | Add +1.1% | 735 | $19K |
| NBT Bank, N.A. | 0.00% | New | 720 | $18K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 688 | $18K |
| Venturi Wealth Management, LLC | 0.00% | New | 658 | $17K |
| Biltmore Family Office, LLC | 0.00% | No change | 650 | $17K |
| Spire Wealth Management | 0.00% | New | 635 | $16K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.3% | 601 | $15K |
| Bank of Montreal | 0.00% | Reduce -59.1% | 580 | $15K |
| CNB Bank | 0.01% | New | 564 | $14K |
| Kozak & Associates, Inc. | 0.00% | New | 536 | $14K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 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 +1.2% | 426 | $11K |
| First PREMIER Bank | 0.00% | No change | 302 | $8K |
| Logan Capital Management Inc. | 0.00% | Add +8.5% | 269 | $7K |
| Founders Financial Alliance, LLC | 0.00% | New | 215 | $5K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -59.6% | 153 | $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.