iShares Ibonds Dec 2028 ETFIBDTETF
13F holders, Q4 2025 (December 31)413holders +32
37new positions
24sold out
$25.45avg. 13F price*
At the end of Q4 2025, 413 institutions reported holding iShares Ibonds Dec 2028 ETF (IBDT) in their 13F filings, up 32 from Q3 2025. 37 opened new positions and 24 sold out. The largest holders were Mercer Global Advisors Inc. ($226.0M), Bank of America Corp. ($220.7M) and Morgan Stanley ($116.8M).
- Company
- iShares Ibonds Dec 2028 ETF
- CUSIP
- 46435U515
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $32.4M |
| Exits | 24 | $28.8M |
All 13F filers, Q3 2025 → Q4 2025: 19,638,283 shares bought and 2,769,573 shares sold, net +16,868,710 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 413 holders
| Mercer Global Advisors Inc. | 0.34% | Add +166.0% | 8,819,963 | $226.0M |
| Bank of America Corp. | 0.02% | Add +6.5% | 8,671,248 | $220.7M |
| Morgan Stanley | 0.01% | Add +4.9% | 4,589,972 | $116.8M |
| Capital Investment Advisors, LLC | 1.41% | Add +6.3% | 3,631,034 | $92.4M |
| Capital Advisors Inc. | 1.35% | Add +2.9% | 3,303,535 | $84.1M |
| UBS Group AG | 0.02% | Add +34.8% | 3,034,009 | $77.2M |
| Raymond James Financial Inc. | 0.02% | Add +11.7% | 2,975,726 | $75.7M |
| Lido Advisors, LLC | 0.24% | Add +0.6% | 2,419,267 | $61.7M |
| HM Payson & Co. | 0.82% | Add +5154.5% | 2,290,213 | $58.3M |
| LPL Financial LLC | 0.02% | Add +20.0% | 2,264,906 | $57.7M |
| Wells Fargo & Company | 0.01% | Add +9.7% | 1,855,895 | $47.2M |
| HighTower Advisors, LLC | 0.05% | Add +11.5% | 1,810,935 | $46.1M |
| Woodmont Investment Counsel LLC | 2.59% | Reduce -0.0% | 1,626,267 | $41.4M |
| Ameriprise Financial Inc. | 0.01% | Add +32.0% | 1,606,758 | $40.9M |
| Sound View Wealth Advisors Group, LLC | 2.47% | Add +20.0% | 1,446,008 | $36.8M |
| Hengehold Capital Management LLC | 3.01% | Add +3.1% | 1,402,862 | $35.7M |
| Summitry LLC | 1.48% | Add +2.9% | 1,391,684 | $35.4M |
| Gratus Wealth Advisors, LLC | 4.59% | Add +2.9% | 1,301,414 | $33.1M |
| Klingman & Associates, LLC | 1.56% | Add +9.1% | 1,266,855 | $32.2M |
| Royal Bank of Canada | 0.01% | Reduce -36.5% | 1,262,060 | $32.1M |
| Sigma Investment Counselors Inc. | 1.62% | Add +4.7% | 1,249,003 | $31.8M |
| Kathmere Capital Management, LLC | 2.05% | Reduce -0.6% | 1,196,223 | $30.4M |
| Howland Capital Management LLC | 1.15% | Add +5.7% | 1,190,517 | $30.3M |
| RVW Wealth, LLC | 2.12% | Add +11.1% | 1,088,657 | $27.7M |
| Commonwealth Equity Services, LLC | 0.03% | Add +24.0% | 1,025,685 | $26.1M |
| Baltimore-Washington Financial Advisors, Inc. | 1.06% | Add +4.1% | 992,996 | $25.3M |
| Stifel Financial Corp. | 0.02% | Add +8.7% | 957,793 | $24.4M |
| Captrust Financial Advisors | 0.04% | Add +17.5% | 869,275 | $22.1M |
| Truist Financial Corp. | 0.03% | Add +1.1% | 857,238 | $21.8M |
| NewEdge Advisors, LLC | 0.07% | Add +277.9% | 750,929 | $19.1M |
| Rebalance, LLC | 1.09% | Add +86.3% | 734,069 | $18.7M |
| MV Capital Management, Inc. | 1.79% | Add +5.2% | 730,627 | $18.6M |
| Summit Asset Management, LLC | 2.62% | Add +7467.4% | 728,665 | $18.5M |
| Kestra Advisory Services, LLC | 0.07% | Add +18.8% | 678,756 | $17.3M |
| Benjamin Edwards Inc. | 0.19% | Add +6.0% | 675,760 | $17.2M |
| US Bancorp \de | 0.02% | Add +12.7% | 649,471 | $16.5M |
| Apollon Wealth Management, LLC | 0.28% | Add +6.7% | 630,820 | $16.1M |
| Global Retirement Partners, LLC | 0.28% | Add +9.9% | 615,991 | $15.7M |
| Arrow Financial Corp | 1.43% | Add +3.4% | 563,080 | $14.3M |
| Sanctuary Advisors, LLC | 0.08% | Add +66.2% | 546,466 | $13.9M |
| Glenview Trust Co | 0.21% | Add +5.8% | 538,628 | $13.7M |
| Summit Financial, LLC | 0.20% | Reduce -32.2% | 528,351 | $13.4M |
| Snowden Capital Advisors LLC | 0.33% | Add +2.4% | 505,287 | $12.9M |
| Spinnaker Trust | 0.67% | Add +14.1% | 489,263 | $12.5M |
| CENTRAL TRUST Co | 0.24% | Add +32.4% | 488,519 | $12.4M |
| Windsor Capital Management, LLC | 3.60% | Reduce -0.2% | 482,267 | $12.3M |
| Lyell Wealth Management, LP | 0.88% | Add +18.8% | 479,315 | $12.2M |
| First National Trust Co | 0.39% | Add +23.6% | 454,609 | $11.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +16.6% | 451,331 | $11.5M |
| Novem Group | 1.32% | Add +24.5% | 449,307 | $11.4M |
| Stratos Wealth Partners, LTD. | 0.13% | Add +15.8% | 447,000 | $11.4M |
| Probity Advisors, Inc. | 1.68% | Add +4.9% | 412,676 | $10.5M |
| First International Bank of Israel Ltd. | 5.01% | Add +0.5% | 411,582 | $10.5M |
| Commonwealth Financial Services, LLC | 1.69% | Add +4.3% | 403,169 | $10.3M |
| Peloton Wealth Strategists | 3.96% | Add +7.0% | 390,560 | $9.9M |
| BlackRock, Inc. | 0.00% | Add +368.5% | 353,833 | $9.0M |
| Cornerstone Planning, LLC | 2.01% | — | 339,238 | $8.6M |
| Allworth Financial LP | 0.04% | Add +95.7% | 337,980 | $8.6M |
| Arcadia Investment Advisors LLC | 3.83% | Add +24.9% | 323,397 | $8.2M |
| Eight 31 Financial, LLC | 4.48% | Add +7.4% | 321,261 | $8.2M |
| PFG Private Wealth Management, LLC | 3.56% | New | 319,627 | $8.1M |
| Atria Investments, Inc | 0.09% | Add +55.4% | 318,179 | $8.1M |
| Mesirow Financial Investment Management, Inc. | 0.17% | Reduce -6.8% | 318,156 | $8.1M |
| Northstar Group, Inc. | 1.14% | Add +91.2% | 316,889 | $8.1M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +7.4% | 310,625 | $7.9M |
| InvesTrust | 3.01% | Add +1.0% | 305,522 | $7.8M |
| Strid Group, LLC | 0.94% | Add +47.3% | 297,754 | $7.6M |
| Parallel Advisors, LLC | 0.14% | Add +12.1% | 290,513 | $7.4M |
| Cetera Investment Advisers | 0.01% | Add +13.7% | 263,683 | $6.7M |
| Praetorian Wealth Management, Inc. | 1.29% | Add +9.2% | 254,734 | $6.5M |
| Cwm, LLC | 0.02% | Add +3.9% | 247,269 | $6.3M |
| IFP Advisors, Inc | 0.14% | Add +10.6% | 246,459 | $6.3M |
| MCF Advisors LLC | 0.34% | Reduce -12.9% | 242,983 | $6.2M |
| Guidance Point Advisors, LLC | 1.47% | Add +22.5% | 242,520 | $6.2M |
| Hamel Associates, Inc. | 1.86% | Add +3.2% | 242,188 | $6.2M |
| Cheviot Value Management, LLC | 0.59% | Add +8.7% | 237,044 | $6.0M |
| MinichMacGregor Wealth Management, LLC | 1.09% | Add +2.8% | 237,418 | $6.0M |
| Sonata Capital Group Inc. | 2.17% | Add +31.1% | 236,533 | $6.0M |
| Cherry Tree Wealth Management, LLC | 1.25% | Add +5.3% | 232,602 | $5.9M |
| Focus Partners Wealth | 0.01% | Add +70.0% | 232,417 | $5.9M |
| OneDigital Investment Advisors LLC | 0.06% | New | 225,470 | $5.7M |
| Ironwood Financial, llc | 0.97% | Add +17.3% | 225,237 | $5.7M |
| Penobscot Investment Management Company, Inc. | 0.43% | Add +16.3% | 224,168 | $5.7M |
| EP Wealth Advisors, LLC | 0.03% | — | 222,745 | $5.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +13.2% | 222,194 | $5.7M |
| Signature Wealth Management Group | 2.28% | Reduce -0.1% | 220,059 | $5.6M |
| Composition Wealth, LLC | 0.08% | Add +6.3% | 219,858 | $5.6M |
| Merit Financial Group, LLC | 0.04% | Add +25.5% | 219,749 | $5.6M |
| Houlihan Financial Resource Group, Ltd. | 2.17% | Add +125.9% | 219,263 | $5.6M |
| Atlantic Union Bankshares Corp | 0.10% | Reduce -3.9% | 219,420 | $5.6M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -8.2% | 216,042 | $5.5M |
| Droms Strauss Advisors Inc. /Mo/ | 1.42% | Add +8.0% | 212,014 | $5.4M |
| Harbor Advisory Corp. | 1.61% | Add +15.1% | 208,749 | $5.3M |
| LBMC Investment Advisors, LLC | 0.33% | Add +10.7% | 206,658 | $5.3M |
| Krilogy Financial LLC | 0.18% | Add +3.0% | 205,552 | $5.2M |
| Modern Wealth Management, LLC | 0.09% | New | 202,716 | $5.2M |
| Virginia Wealth Management Group, Inc. | 2.98% | Add +3.2% | 200,585 | $5.1M |
| Twin Cities Retirement Group LLC | 4.82% | — | 196,011 | $5.0M |
| Jones Financial Companies LLLP | 0.00% | Add +51.5% | 195,912 | $5.0M |
| Winthrop Partners - WNY, LLC | 2.67% | — | 194,429 | $4.9M |
"% 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.