iShares Ibonds Dec 2028 ETFIBDTETF
13F holders, Q1 2026 (March 31)424holders +11
35new positions
21sold out
1famous investor
$25.33avg. 13F price*
At the end of Q1 2026, 424 institutions reported holding iShares Ibonds Dec 2028 ETF (IBDT) in their 13F filings, up 11 from Q4 2025. 35 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($226.7M), Mercer Global Advisors Inc. ($133.9M) and Morgan Stanley ($117.8M). One famous investor held it 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $26.8M |
| Exits | 21 | $22.9M |
All 13F filers, Q4 2025 → Q1 2026: 11,837,334 shares bought and 5,187,542 shares sold, net +6,649,792 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 424 holders
| Bank of America Corp. | 0.02% | Add +3.2% | 8,950,655 | $226.7M |
| Mercer Global Advisors Inc. | 0.20% | Reduce -40.1% | 5,285,024 | $133.9M |
| Morgan Stanley | 0.01% | Add +1.3% | 4,651,656 | $117.8M |
| Lido Advisors, LLC | 0.45% | Add +85.0% | 4,475,447 | $113.4M |
| Capital Investment Advisors, LLC | 1.39% | Add +3.4% | 3,752,574 | $95.1M |
| Capital Advisors Inc. | 1.44% | Add +6.9% | 3,532,934 | $89.5M |
| UBS Group AG | 0.02% | Add +16.2% | 3,524,978 | $89.3M |
| Raymond James Financial Inc. | 0.02% | Add +4.8% | 3,118,298 | $79.0M |
| HM Payson & Co. | 1.07% | Add +28.4% | 2,940,328 | $74.5M |
| LPL Financial LLC | 0.02% | Add +11.0% | 2,513,489 | $63.7M |
| Wells Fargo & Company | 0.01% | Reduce -0.4% | 1,849,086 | $46.8M |
| HighTower Advisors, LLC | 0.05% | Reduce -2.0% | 1,774,558 | $44.9M |
| Ameriprise Financial Inc. | 0.01% | Add +1.7% | 1,634,772 | $41.4M |
| Woodmont Investment Counsel LLC | 2.54% | Reduce -0.1% | 1,624,154 | $41.1M |
| Sound View Wealth Advisors Group, LLC | 2.69% | Add +8.1% | 1,562,572 | $39.6M |
| Royal Bank of Canada | 0.01% | Add +16.3% | 1,468,086 | $37.2M |
| Summitry LLC | 1.30% | Add +4.4% | 1,453,362 | $36.8M |
| Hengehold Capital Management LLC | 3.18% | Add +2.3% | 1,435,556 | $36.4M |
| Gratus Wealth Advisors, LLC | 5.03% | Add +5.4% | 1,372,168 | $34.8M |
| Kathmere Capital Management, LLC | 2.05% | Add +9.2% | 1,306,247 | $33.1M |
| Klingman & Associates, LLC | 1.60% | Add +3.0% | 1,304,385 | $33.0M |
| Sigma Investment Counselors Inc. | 1.71% | Add +2.4% | 1,278,339 | $32.4M |
| Howland Capital Management LLC | 1.23% | Add +3.4% | 1,230,626 | $31.2M |
| RVW Wealth, LLC | 2.29% | Add +6.5% | 1,159,226 | $29.4M |
| Baltimore-Washington Financial Advisors, Inc. | 1.16% | Add +6.2% | 1,054,382 | $26.7M |
| Stifel Financial Corp. | 0.02% | Add +8.3% | 1,036,818 | $26.3M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -0.0% | 1,025,352 | $26.0M |
| Captrust Financial Advisors | 0.04% | Add +13.8% | 989,358 | $25.1M |
| Truist Financial Corp. | 0.03% | Add +1.4% | 869,218 | $22.0M |
| Threadgill Financial, LLC | 6.39% | Add +4139.8% | 867,919 | $22.0M |
| Kestra Advisory Services, LLC | 0.08% | Add +26.1% | 855,757 | $21.7M |
| MV Capital Management, Inc. | 1.97% | Add +8.7% | 794,471 | $20.1M |
| NewEdge Advisors, LLC | 0.07% | Add +4.5% | 785,064 | $19.9M |
| Benjamin Edwards Inc. | 0.19% | Add +9.6% | 740,653 | $18.8M |
| Summit Asset Management, LLC | 2.61% | Add +1.5% | 739,662 | $18.7M |
| Rebalance, LLC | 1.06% | Reduce -1.5% | 723,281 | $18.3M |
| US Bancorp \de | 0.02% | Add +3.3% | 670,973 | $17.0M |
| Mesirow Financial Investment Management, Inc. | 0.26% | Add +100.5% | 637,798 | $16.2M |
| Arrow Financial Corp | 1.47% | Add +2.6% | 577,599 | $14.6M |
| Sanctuary Advisors, LLC | 0.08% | Add +5.1% | 574,314 | $14.5M |
| BlackRock, Inc. | 0.00% | Add +59.5% | 564,455 | $14.3M |
| Glenview Trust Co | 0.22% | Add +4.2% | 561,467 | $14.2M |
| Summit Financial, LLC | 0.18% | Add +3.9% | 548,869 | $13.9M |
| Spinnaker Trust | 0.77% | Add +12.0% | 547,809 | $13.9M |
| CENTRAL TRUST Co | 0.27% | Add +10.5% | 539,668 | $13.7M |
| Snowden Capital Advisors LLC | 0.34% | Add +0.0% | 505,405 | $12.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +11.3% | 502,246 | $12.7M |
| Cornerstone Planning, LLC | 2.86% | Add +47.3% | 499,609 | $12.7M |
| Novem Group | 1.45% | Add +11.1% | 498,960 | $12.6M |
| Windsor Capital Management, LLC | 3.78% | Add +3.5% | 498,933 | $12.6M |
| First National Trust Co | 0.43% | Add +9.5% | 497,869 | $12.6M |
| Lyell Wealth Management, LP | 0.91% | Add +2.3% | 490,178 | $12.4M |
| Stratos Wealth Partners, LTD. | 0.14% | Add +9.4% | 488,842 | $12.4M |
| Commonwealth Financial Services, LLC | 1.74% | Add +7.5% | 433,344 | $11.0M |
| First International Bank of Israel Ltd. | 2.99% | Reduce -2.3% | 402,000 | $10.2M |
| Peloton Wealth Strategists | 4.21% | Add +2.2% | 399,188 | $10.1M |
| Strid Group, LLC | 1.21% | Add +29.3% | 385,063 | $9.8M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +17.1% | 363,617 | $9.2M |
| Northstar Group, Inc. | 1.31% | Add +11.7% | 354,086 | $9.0M |
| Allworth Financial LP | 0.04% | Add +3.4% | 349,330 | $8.8M |
| Arcadia Investment Advisors LLC | 4.11% | Add +6.2% | 343,504 | $8.7M |
| Focus Partners Wealth | 0.01% | Add +45.9% | 339,172 | $8.6M |
| PFG Private Wealth Management, LLC | 3.58% | Add +4.2% | 333,180 | $8.4M |
| Atria Investments, Inc | 0.09% | Add +4.6% | 332,737 | $8.4M |
| InvesTrust | 3.35% | Add +2.9% | 314,466 | $8.0M |
| Eight 31 Financial, LLC | 4.80% | Reduce -2.4% | 313,680 | $7.9M |
| Parallel Advisors, LLC | 0.14% | Add +5.0% | 304,913 | $7.7M |
| IFP Advisors, Inc | 0.16% | Add +23.4% | 304,247 | $7.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +142.4% | 291,381 | $7.4M |
| Merit Financial Group, LLC | 0.05% | Add +30.6% | 286,931 | $7.3M |
| Citadel Advisors | 0.01% | New | 274,028 | $6.9M |
| Praetorian Wealth Management, Inc. | 1.31% | Add +6.7% | 271,817 | $6.9M |
| Integrated Wealth Concepts LLC | 0.05% | Add +25.0% | 270,053 | $6.8M |
| Cwm, LLC | 0.02% | Add +7.9% | 266,908 | $6.8M |
| Composition Wealth, LLC | 0.09% | Add +20.6% | 265,068 | $6.7M |
| Hamel Associates, Inc. | 1.90% | Add +8.5% | 262,868 | $6.7M |
| Cetera Investment Advisers | 0.01% | Reduce -1.3% | 260,291 | $6.6M |
| Guidance Point Advisors, LLC | 1.55% | Add +4.0% | 252,277 | $6.4M |
| MCF Advisors LLC | 0.28% | Add +3.6% | 251,652 | $6.4M |
| Cheviot Value Management, LLC | 0.64% | Add +6.0% | 251,342 | $6.4M |
| Probity Advisors, Inc. | 1.00% | Reduce -39.5% | 249,648 | $6.3M |
| Sonata Capital Group Inc. | 2.32% | Add +5.0% | 248,397 | $6.3M |
| MinichMacGregor Wealth Management, LLC | 1.10% | Add +3.8% | 246,393 | $6.2M |
| Modern Wealth Management, LLC | 0.11% | Add +21.0% | 245,295 | $6.2M |
| Susquehanna International Group, LLP | 0.01% | Add +317.7% | 243,888 | $6.2M |
| Ironwood Financial, llc | 1.08% | Add +8.2% | 243,639 | $6.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +8.7% | 241,538 | $6.1M |
| Quantum Financial Advisors, LLC | 0.67% | Add +27.0% | 234,759 | $5.9M |
| Penobscot Investment Management Company, Inc. | 0.46% | Add +4.3% | 233,753 | $5.9M |
| Cherry Tree Wealth Management, LLC | 1.25% | Add +0.3% | 233,386 | $5.9M |
| LBMC Investment Advisors, LLC | 0.36% | Add +12.5% | 232,558 | $5.9M |
| Jones Financial Companies LLLP | 0.00% | Add +18.8% | 232,750 | $5.9M |
| Houlihan Financial Resource Group, Ltd. | 2.21% | Add +2.1% | 223,865 | $5.7M |
| Atlantic Union Bankshares Corp | 0.11% | Add +1.9% | 223,691 | $5.7M |
| OneDigital Investment Advisors LLC | 0.05% | Reduce -2.0% | 220,900 | $5.6M |
| Great Diamond Partners, LLC | 1.08% | Add +17.7% | 220,720 | $5.6M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -1.1% | 220,316 | $5.6M |
| Signature Wealth Management Group | 2.11% | Reduce -0.2% | 219,637 | $5.6M |
| Harbor Advisory Corp. | 1.64% | Add +3.1% | 215,277 | $5.5M |
| Droms Strauss Advisors Inc. /Mo/ | 1.42% | Add +0.8% | 213,777 | $5.4M |
"% 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.