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 |
| Leo Wealth, LLC | 0.36% | Add +10.1% | 193,443 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Add +35.5% | 192,230 | $4.9M |
| Hancock Whitney Corp. | 0.09% | Reduce -2.3% | 189,810 | $4.8M |
| Creative Planning | 0.00% | Add +5.7% | 188,896 | $4.8M |
| Great Diamond Partners, LLC | 0.92% | Add +35.4% | 187,522 | $4.8M |
| Moneco Advisors, LLC | 0.38% | Add +4.1% | 187,199 | $4.8M |
| Crews Bank & Trust | 0.68% | Add +9.7% | 186,105 | $4.7M |
| Heartland Bank & Trust Co | 2.00% | Add +10.2% | 186,062 | $4.7M |
| Quantum Financial Advisors, LLC | 0.53% | Add +6.8% | 184,838 | $4.7M |
| Sowell Financial Services LLC | 0.16% | Add +7.9% | 174,655 | $4.4M |
| 4Thought Financial Group Inc. | 2.19% | Add +4.1% | 173,556 | $4.4M |
| Centric Wealth Management | 0.93% | Add +3.9% | 173,104 | $4.4M |
| Keeler Thomas Management LLC | 2.02% | Reduce -0.7% | 166,595 | $4.2M |
| Members Wealth LLC | 2.65% | Add +1.2% | 165,650 | $4.2M |
| Laurel Wealth Advisors LLC | 0.55% | Add +7.3% | 163,490 | $4.2M |
| Leavell Investment Management, Inc. | 0.17% | Add +55.5% | 163,170 | $4.2M |
| Wick Capital Partners, LLC | 0.74% | Add +86.2% | 163,142 | $4.2M |
| Sax Wealth Advisors, LLC | 0.18% | Add +3.2% | 150,058 | $3.8M |
| Cornell Pochily Investment Advisors, Inc. | 1.10% | Add +24.3% | 148,718 | $3.8M |
| Fulton Breakefield Broenniman LLC | 0.24% | Add +2.7% | 148,280 | $3.8M |
| Beese Fulmer Investment Management, Inc. | 0.24% | Add +6.6% | 144,082 | $3.7M |
| Sightline Wealth Advisors, LLC | 1.52% | Reduce -5.0% | 140,436 | $3.6M |
| Valmark Advisers, Inc. | 0.04% | Add +31.4% | 139,906 | $3.6M |
| Evergreen Private Wealth LLC | 1.40% | Add +7.4% | 139,711 | $3.6M |
| Rossmore Private Capital | 0.32% | Add +54.0% | 139,424 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +6.5% | 137,829 | $3.5M |
| FF Advisors,LLC | 1.54% | Add +21.2% | 136,160 | $3.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Add +6.6% | 135,438 | $3.4M |
| Precedent Wealth Partners, LLC | 0.72% | Add +6.7% | 134,140 | $3.4M |
| Regions Financial Corp. | 0.02% | Add +247.4% | 133,918 | $3.4M |
| Kesler, Norman & Wride, LLC | 0.58% | Add +99.0% | 133,464 | $3.4M |
| Littlejohn Financial Services, Inc. | 2.44% | Add +7.2% | 130,166 | $3.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.9% | 128,070 | $3.3M |
| Stonebrook Private Inc. | 0.67% | Add +4.0% | 125,186 | $3.2M |
| Breachway Investments LLC | 3.32% | — | 123,654 | $3.1M |
| Godshalk Welsh Capital Management, Inc. | 1.79% | Add +21.1% | 123,000 | $3.1M |
| United Capital Financial Advisors, LLC | 0.02% | Add +9.4% | 120,555 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -45.5% | 120,191 | $3.1M |
| Venture Visionary Partners LLC | 0.10% | Reduce -11.0% | 111,981 | $2.9M |
| Madden Advisory Services, Inc. | 1.12% | Add +40.9% | 109,881 | $2.8M |
| Paradigm, Strategies in Wealth Management, LLC | 1.83% | Reduce -10.2% | 109,625 | $2.8M |
| LifePlan Financial, LLC | 2.05% | Add +0.8% | 105,207 | $2.7M |
| Harbor Investment Advisory, LLC | 0.20% | Add +14.2% | 103,440 | $2.6M |
| Adirondack Trust Co. | 0.86% | Add +6.8% | 102,725 | $2.6M |
| Park Avenue Securities LLC | 0.02% | Reduce -60.9% | 102,052 | $2.6M |
| Marathon Mission, Inc. | 1.49% | Add +0.9% | 100,907 | $2.6M |
| Resonant Capital Advisors, LLC | 0.14% | Add +7.3% | 100,868 | $2.6M |
| Covington Investment Advisors Inc. | 0.35% | Add +12.7% | 100,195 | $2.5M |
| Associated Banc-Corp | 0.07% | Reduce -1.8% | 99,942 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -7.9% | 97,166 | $2.5M |
| LFA - Lugano Financial Advisors SA | 1.23% | No change | 93,268 | $2.4M |
| Chesley Taft & Associates LLC | 0.09% | Add +14.7% | 93,257 | $2.4M |
| Mariner, LLC | 0.00% | Reduce -14.5% | 91,015 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +314.0% | 81,582 | $2.1M |
| Cabot Wealth Management Inc. | 0.23% | Add +6.0% | 81,086 | $2.1M |
| Foundry Financial Group, Inc. | 1.03% | Add +6.4% | 80,776 | $2.1M |
| Wilkins Miller Wealth Management, LLC | 1.21% | Add +10.7% | 79,933 | $2.0M |
| McGlone Suttner Wealth Management, Inc. | 0.27% | Add +13.3% | 79,811 | $2.0M |
| Arcataur Capital Management LLC | 0.58% | Reduce -1.0% | 79,800 | $2.0M |
| Cowa, LLC | 0.61% | Add +29.8% | 79,198 | $2.0M |
| Kintra Wealth, LLC | 0.27% | Reduce -0.1% | 77,020 | $2.0M |
| Beacon Financial Group | 0.19% | Add +9.1% | 74,956 | $1.9M |
| First Fiduciary Investment Counsel, Inc. | 0.37% | Add +22.6% | 74,910 | $1.9M |
| Wrapmanager Inc. | 0.64% | Reduce -17.9% | 74,811 | $1.9M |
| Coldstream Capital Management Inc. | 0.02% | No change | 74,052 | $1.9M |
| Foundation Wealth Management, LLC | 1.27% | Add +11.0% | 72,357 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Add +40.9% | 71,937 | $1.8M |
| Segment Wealth Management, LLC | 0.10% | Add +0.3% | 69,780 | $1.8M |
| Meitav Investment House Ltd. | 0.02% | Add +5.5% | 68,726 | $1.7M |
| Fortis Capital Management LLC | 0.23% | Add +0.8% | 68,152 | $1.7M |
| Reliant Wealth Planning | 0.54% | Add +0.8% | 68,109 | $1.7M |
| Woodley Farra Manion Portfolio Management Inc. | 0.08% | Add +41.1% | 66,573 | $1.7M |
| Riverchase Wealth Management, LLC | 0.92% | Add +452.1% | 66,421 | $1.7M |
| Jefferson Bridge Capital, LLC | 1.70% | — | 66,270 | $1.7M |
| Equitable Holdings, Inc. | 0.01% | Add +119.2% | 64,422 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +20.4% | 64,263 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -67.1% | 64,107 | $1.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Add +26.1% | 63,984 | $1.6M |
| Smith, Moore & Co. | 0.12% | Add +13.4% | 63,666 | $1.6M |
| Integrated Advisors Network LLC | 0.07% | Add +205.3% | 63,303 | $1.6M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -14.7% | 62,617 | $1.6M |
| IFG Advisory, LLC | 0.07% | Add +3.9% | 61,769 | $1.6M |
| Princeton Global Asset Management LLC | 0.25% | Add +23.0% | 61,672 | $1.6M |
| BridgePort Financial Solutions, LLC | 0.42% | Reduce -7.5% | 61,197 | $1.6M |
| DAVENPORT & Co LLC | 0.01% | No change | 59,455 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +145.0% | 58,386 | $1.5M |
| Gilbert Capital Group, Inc. | 1.10% | Add +8.1% | 57,575 | $1.5M |
| TFR Capital, LLC. | 0.48% | Add +178.9% | 57,512 | $1.5M |
| STAR Financial Bank | 0.75% | Reduce -0.9% | 57,362 | $1.5M |
| Drive Wealth Management, LLC | 0.28% | Reduce -8.3% | 57,113 | $1.5M |
| Advance Capital Management, Inc. | 0.06% | Add +1.5% | 56,559 | $1.4M |
| CGN Advisors LLC | 0.11% | Reduce -1.7% | 56,443 | $1.4M |
| One Plus One Wealth Management, LLC | 0.66% | Add +0.5% | 55,877 | $1.4M |
| Scissortail Wealth Management, LLC | 0.32% | Add +7.6% | 55,632 | $1.4M |
| Cyr Financial Inc. | 0.88% | Reduce -1.7% | 55,351 | $1.4M |
| Briggs Wealth Management, Inc | 1.48% | — | 54,018 | $1.4M |
| FourThought Financial Partners, LLC | 0.12% | Add +32.8% | 53,893 | $1.4M |
| Cary Street Partners Financial LLC | 0.03% | Add +14.6% | 53,646 | $1.4M |
| Gould Asset Management LLC | 0.24% | New | 53,445 | $1.4M |
| Beaumont Financial Advisors, LLC | 0.09% | Reduce -5.7% | 52,574 | $1.3M |
| Freestone Capital Holdings, LLC | 0.04% | Add +19.1% | 52,166 | $1.3M |
| Archford Capital Strategies, LLC | 0.15% | Add +0.1% | 51,254 | $1.3M |
| Wesbanco Bank Inc. | 0.04% | New | 51,091 | $1.3M |
| Clearstead Advisors, LLC | 0.02% | Reduce -0.2% | 50,351 | $1.3M |
| Baron Silver Stevens Financial Advisors, LLC | 0.18% | Add +0.8% | 49,832 | $1.3M |
| AlTi Global, Inc. | 0.03% | Add +24.6% | 49,825 | $1.3M |
| First National Bank & Trust Co. of Newtown | 0.23% | No change | 49,640 | $1.3M |
| Farther Finance Advisors, LLC | 0.01% | Add +327.3% | 48,763 | $1.2M |
| Montecito Bank & Trust | 0.20% | Add +10.7% | 48,390 | $1.2M |
| Blue Square Asset Management, LLC | 0.54% | Add +21.7% | 47,724 | $1.2M |
| Valley Wealth Managers, Inc. | 0.08% | Add +2.5% | 46,953 | $1.2M |
| Farmers National Bank | 0.27% | Add +2.0% | 46,872 | $1.2M |
| 10Elms LLP | 1.24% | No change | 46,656 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Add +9.1% | 44,414 | $1.1M |
| Austin Private Wealth, LLC | 0.08% | Add +4.9% | 44,256 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Add +35.0% | 43,971 | $1.1M |
| Threadgill Financial, LLC | 0.44% | New | 20,471 | $1.1M |
| Cypress Point Wealth Management, LLC | 0.22% | New | 40,000 | $1.0M |
| Alterna Wealth Management, Inc. | 0.83% | Add +12.3% | 39,288 | $1.0M |
| Bullock Wealth Management Group | 0.49% | — | 39,211 | $998K |
| TABR Capital Management, LLC | 0.66% | Add +167.5% | 38,642 | $984K |
| Barrett & Company, Inc. | 0.32% | Add +18.9% | 38,005 | $967K |
| Jacobi Capital Management LLC | 0.05% | Add +11.7% | 37,109 | $945K |
| Belpointe Asset Management LLC | 0.03% | Add +12.7% | 37,067 | $944K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +37.7% | 36,514 | $929K |
| MidFirst Bank | 0.07% | — | 36,139 | $920K |
| Mendota Financial Group, LLC | 0.67% | Add +1.5% | 36,097 | $919K |
| Dara Capital Us, Inc. | 0.80% | — | 35,485 | $903K |
| Thoroughbred Financial Services, LLC | 0.05% | Add +29.4% | 34,423 | $876K |
| Walleye Partners, LLC | 0.97% | — | 34,384 | $875K |
| River's Edge Wealth Management, LLC | 0.83% | — | 33,420 | $853K |
| Little House Capital LLC | 0.21% | Reduce -10.5% | 33,507 | $853K |
| Alliance Wealth Advisors, LLC | 0.18% | Reduce -19.2% | 33,024 | $841K |
| HORAN Wealth, LLC | 0.13% | Reduce -13.2% | 32,700 | $832K |
| Focused Alpha, LLC | 0.24% | — | 32,501 | $827K |
| Romano Brothers and Company | 0.09% | Add +141.5% | 32,213 | $820K |
| Brookstone Capital Management | 0.01% | Reduce -2.3% | 31,054 | $790K |
| Element Wealth, LLC | 0.32% | Add +42.5% | 30,732 | $782K |
| MTM Investment Management, LLC | 0.25% | Add +3.0% | 30,465 | $775K |
| Comerica Bank | 0.00% | Add +8.9% | 30,094 | $766K |
| Flow Traders U.S. LLC | 0.02% | New | 29,595 | $753K |
| Summit Wealth Partners, LLC | 0.14% | Add +13.4% | 29,572 | $753K |
| 4J Wealth Management LLC | 0.43% | Add +25.0% | 29,191 | $743K |
| Baird Financial Group, Inc. | 0.00% | Add +0.5% | 29,151 | $742K |
| MML Investors Services, LLC | 0.00% | Add +1.8% | 29,050 | $739K |
| DecisionMap Wealth Management, LLC | 0.44% | Add +15.2% | 28,024 | $713K |
| Fifth Third Bancorp | 0.00% | Reduce -2.5% | 27,650 | $704K |
| Autumn Glory Partners, LLC | 0.25% | Add +0.2% | 27,516 | $700K |
| Roble, Belko & Company, Inc | 0.09% | Add +17.1% | 26,822 | $683K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 26,000 | $662K |
| Mgo One Seven LLC | 0.01% | Add +69.8% | 25,273 | $643K |
| Granite Harbor Advisors, Inc. | 0.27% | Reduce -49.4% | 25,135 | $640K |
| Baker Boyer National Bank | 0.19% | Add +0.9% | 24,340 | $620K |
| Stockman Wealth Management, Inc. | 0.07% | No change | 24,104 | $614K |
| Dearborn Partners LLC | 0.03% | Reduce -1.1% | 23,875 | $608K |
| Redwood Financial Network Corp | 0.38% | Add +3.3% | 23,507 | $598K |
| Balentine LLC | 0.02% | Add +1.5% | 22,645 | $576K |
| Stokes Family Office, LLC | 0.05% | No change | 22,465 | $572K |
| Duncker Streett & Co. Inc. | 0.10% | No change | 22,460 | $572K |
| Gilbert & Cook, Inc. | 0.07% | New | 22,408 | $570K |
| Accretive Wealth Partners, LLC | 0.17% | New | 22,330 | $568K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +111.7% | 22,316 | $568K |
| Provenance Wealth Advisors, LLC | 0.06% | Reduce -38.0% | 22,289 | $567K |
| CVA Family Office, LLC | 0.07% | Add +31.9% | 22,215 | $565K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.5% | 21,574 | $550K |
| Conrad Siegel Investment Advisors, Inc. | 0.10% | Add +76.6% | 21,583 | $549K |
| American Trust | 0.05% | Add +2.7% | 21,548 | $549K |
| 1900 Wealth Management LLC | 0.04% | Add +1.5% | 21,443 | $546K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.3% | 20,833 | $530K |
| Johnson Bixby & Associates, LLC | 0.07% | Add +0.9% | 20,662 | $526K |
| StoneX Group Inc. | 0.02% | Add +8.0% | 20,569 | $524K |
| Straight Path Wealth Management | 0.14% | Add +8.6% | 20,256 | $516K |
| First Interstate Bank | 0.03% | No change | 20,047 | $510K |
| ADG Wealth Management Group, LLC | 0.39% | New | 20,000 | $509K |
| Robinson Smith Wealth Advisors LLC | 0.35% | Add +1.7% | 19,975 | $508K |
| Oppenheimer & Co. Inc. | 0.01% | Add +7.1% | 19,811 | $504K |
| Bank of Montreal | 0.00% | Add +3242.9% | 19,389 | $494K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.0% | 18,805 | $479K |
| Round Rock Advisors LLC | 0.07% | New | 18,302 | $466K |
| Advisory Services Network, LLC | 0.01% | Add +27.9% | 18,242 | $464K |
| Ancora Advisors LLC | 0.01% | Add +16.6% | 17,996 | $458K |
| Tableaux LLC | 0.32% | Add +11.2% | 17,938 | $457K |
| Cfo Capital Management LLC | 0.34% | — | 17,865 | $455K |
| KOM Wealth Management Group, LLC | 0.32% | Add +104.1% | 17,604 | $448K |
| Principal Securities, Inc. | 0.01% | Add +9.4% | 17,465 | $445K |
| Ellis Investment Partners, LLC | 0.08% | New | 17,292 | $440K |
| Adalta Capital Management LLC | 0.20% | New | 17,180 | $437K |
| Clearstead Trust, LLC | 0.07% | New | 16,986 | $432K |
| Curbstone Financial Management Corp | 0.08% | New | 16,600 | $423K |
| Atwater Malick LLC | 0.11% | Add +46.7% | 16,357 | $416K |
| Simon Quick Advisors, LLC | 0.02% | Add +14.3% | 16,343 | $416K |
| Bradley & Co. Private Wealth Management, LLC | 0.22% | Reduce -6.6% | 16,139 | $411K |
| Robbins Farley | 0.18% | Add +96.1% | 16,031 | $408K |
| True Link Financial Advisors, LLC | 0.02% | New | 15,578 | $397K |
| Hurley Capital, LLC | 0.22% | Add +151.4% | 15,521 | $395K |
| Ledyard National Bank | 0.03% | No change | 15,204 | $387K |
| American Money Management, LLC | 0.06% | Add +67.3% | 15,162 | $386K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Add +4.1% | 14,708 | $374K |
| High Note Wealth, LLC | 0.07% | Add +1241.3% | 14,661 | $373K |
| First Manhattan Co. Llc. | 0.00% | New | 14,454 | $368K |
| Bank of New Hampshire | 0.08% | No change | 14,100 | $359K |
| Patriot Investment Management Group, Inc. | 0.02% | Add +2.9% | 14,083 | $358K |
| Naples Global Advisors, LLC | 0.03% | Add +40.8% | 13,640 | $347K |
| WJ Wealth Management, LLC | 0.15% | Add +1.5% | 13,600 | $346K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 13,550 | $345K |
| Schmidt P J Investment Management Inc. | 0.06% | Add +7.9% | 13,431 | $342K |
| Valley Forge Investment Consultants Inc. Adv | 0.10% | Add +1.1% | 13,247 | $337K |
| Cypress Wealth Services, LLC | 0.05% | No change | 13,171 | $335K |
| Nwam LLC | 0.02% | Add +0.8% | 13,058 | $333K |
| Moors & Cabot, Inc. | 0.01% | Add +28.3% | 13,075 | $333K |
| Crusonia Wealth Advisors LLC | 0.07% | — | 13,046 | $332K |
| Wiregrass Investment Management LLC | 0.28% | — | 13,000 | $331K |
| Old Mission Investment Co LLC | 0.08% | Reduce -7.2% | 12,973 | $330K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -5.7% | 12,941 | $329K |
| SageView Advisory Group, LLC | 0.01% | Add +55.2% | 12,654 | $322K |
| XML Financial, LLC | 0.03% | Add +56.1% | 12,577 | $320K |
| Ferguson Johnson Wealth Management Inc | 0.26% | — | 12,210 | $310K |
| Moseley Investment Management Inc. | 0.09% | Add +7.0% | 12,009 | $306K |
| Financial Advisory Corp | 0.04% | Add +1.9% | 12,002 | $306K |
| Journey Advisory Group, LLC | 0.02% | No change | 11,500 | $293K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 11,200 | $285K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +270.0% | 11,100 | $283K |
| Newman Dignan & Sheerar, Inc. | 0.06% | Add +8.4% | 10,930 | $278K |
| Sarver Vrooman Wealth Advisors | 0.18% | Add +20.9% | 10,825 | $276K |
| Keystone Wealth Services, LLC | 0.06% | Reduce -4.4% | 10,824 | $276K |
| Evanson Asset Management, LLC | 0.01% | Add +7.0% | 10,729 | $273K |
| FMR LLC | 0.00% | New | 10,721 | $273K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +27.4% | 10,529 | $268K |
| PNC Financial Services Group, Inc. | 0.00% | Add +74.0% | 10,459 | $266K |
| Dudley Capital Management, LLC | 0.12% | New | 10,300 | $262K |
| Carson Advisory Inc. | 0.14% | New | 10,265 | $261K |
| J.E. Simmons & Co., P.C. | 0.17% | — | 10,262 | $261K |
| Highland Financial Advisors, LLC | 0.07% | No change | 10,162 | $259K |
| Evergreen Wealth Partners LLC | 0.22% | — | 10,047 | $256K |
| Nestegg Advisors, Inc. | 0.22% | Reduce -27.6% | 9,908 | $252K |
| Maia Wealth LLC | 0.04% | Reduce -3.8% | 9,795 | $250K |
| Gradient Capital Advisors, LLC | 0.06% | No change | 9,532 | $243K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -3.0% | 9,514 | $242K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -3.5% | 9,432 | $240K |
| Midland Wealth Advisors, LLC | 0.01% | No change | 9,244 | $235K |
| Advisor OS, LLC | 0.02% | New | 9,149 | $233K |
| Koshinski Asset Management, Inc. | 0.01% | Add +13.6% | 9,149 | $233K |
| Beacon Financial Planning, Inc. | 0.11% | New | 9,086 | $231K |
| Maridea Wealth Management LLC | 0.03% | New | 9,072 | $231K |
| Signaturefd, LLC | 0.00% | Add +2.3% | 9,042 | $230K |
| Dakota Wealth Management | 0.00% | Reduce -4.3% | 9,000 | $229K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 8,878 | $226K |
| New England Private Wealth Advisors LLC | 0.03% | Add +1.5% | 8,843 | $225K |
| Whitener Capital Management, Inc. | 0.05% | New | 8,800 | $224K |
| Mayflower Financial Advisors, LLC | 0.03% | New | 8,776 | $223K |
| Physician Wealth Advisors, Inc. | 0.03% | Add +1.2% | 8,731 | $222K |
| Wealthspire Advisors, LLC | 0.00% | No change | 8,639 | $220K |
| Pine Haven Investment Counsel, Inc | 0.15% | New | 8,250 | $210K |
| Cooper/Haims Advisors, LLC | 0.10% | No change | 8,230 | $209K |
| Scotia Capital Inc. | 0.00% | No change | 8,100 | $206K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.0% | 8,083 | $206K |
| Foundations Investment Advisors, LLC | 0.00% | New | 8,033 | $204K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 8,000 | $204K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 8,010 | $204K |
| Empower Advisory Group, LLC | 0.00% | No change | 7,891 | $201K |
| Retirement Income Solutions, Inc. | 0.03% | New | 7,858 | $200K |
| Phillips Financial Management, LLC | 0.01% | No change | 7,523 | $191K |
| McIlrath & Eck, LLC | 0.02% | Add +166.4% | 6,468 | $165K |
| Hills Bank & Trust Co | 0.01% | No change | 6,457 | $164K |
| Private Trust Co. NA | 0.01% | Reduce -1.2% | 6,205 | $158K |
| Bogart Wealth, LLC | 0.01% | Add +0.1% | 5,429 | $138K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 5,145 | $131K |
| Align Financial, LLC | 0.07% | — | 121,436 | $121K |
| Addison Advisors LLC | 0.03% | No change | 4,655 | $118K |
| CIBC Private Wealth Group LLC | 0.00% | Add +991.3% | 4,649 | $118K |
| GAMMA Investing LLC | 0.01% | Add +5.8% | 4,630 | $118K |
| Bokf, NA | 0.00% | New | 4,237 | $108K |
| CNB Bank | 0.04% | Add +586.2% | 3,870 | $99K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 3,600 | $92K |
| Hyposwiss Advisors SA | 0.09% | — | 3,495 | $89K |
| AE Wealth Management LLC | 0.00% | New | 3,393 | $86K |
| 2UniFi Bank | 0.04% | No change | 3,374 | $86K |
| Knights of Columbus Asset Advisors LLC | 0.00% | No change | 2,880 | $73K |
| International Assets Investment Management, LLC | 0.00% | New | 2,690 | $68K |
| Trust Co | 0.01% | Reduce -33.3% | 2,665 | $68K |
| Asset Dedication, LLC | 0.00% | No change | 2,655 | $68K |
| Coastline Trust Co | 0.01% | No change | 2,565 | $65K |
| Burkett Financial Services, LLC | 0.02% | New | 2,000 | $51K |
| Pinnacle Bancorp, Inc. | 0.01% | 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 |
| Cordgrass Capital Advisors, LLC | 0.01% | Reduce -74.0% | 1,415 | $36K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 1,400 | $36K |
| Stephens Consulting, LLC | 0.01% | No change | 1,309 | $33K |
| Maseco LLP | 0.00% | New | 1,215 | $31K |
| Ballast Advisors LLC | 0.01% | Add +32.6% | 1,197 | $30K |
| Eastern Bank | 0.00% | No change | 1,195 | $30K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -66.0% | 1,146 | $29K |
| Aptus Capital Advisors, LLC | 0.00% | Add +70.0% | 1,022 | $26K |
| Three Bearings Fiduciary Advisors, Inc. | 0.02% | — | 974 | $25K |
| Spire Wealth Management | 0.00% | Add +48.5% | 943 | $24K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -15.0% | 850 | $22K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.5% | 790 | $20K |
| CX Institutional | 0.00% | Add +1.6% | 784 | $20K |
| Blue Trust, Inc. | 0.00% | Add +1.5% | 746 | $19K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 735 | $19K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +1.4% | 698 | $18K |
| Venturi Wealth Management, LLC | 0.00% | No change | 658 | $17K |
| Biltmore Family Office, LLC | 0.00% | No change | 650 | $17K |
| AlphaCore Capital LLC | 0.00% | New | 610 | $16K |
| 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 |
| First PREMIER Bank | 0.00% | No change | 302 | $8K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 104 | $3K |
| McGuire Capital Advisors Inc. | 0.00% | — | 69 | $2K |
"% 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.