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 |
| Heartland Bank & Trust Co | 1.22% | Add +14.7% | 213,474 | $5.4M |
| Krilogy Financial LLC | 0.17% | Add +0.2% | 205,886 | $5.2M |
| Leavell Investment Management, Inc. | 0.21% | Add +25.8% | 205,201 | $5.2M |
| Hancock Whitney Corp. | 0.09% | Add +6.9% | 202,949 | $5.1M |
| Crews Bank & Trust | 0.74% | Add +8.5% | 201,975 | $5.1M |
| Winthrop Partners - WNY, LLC | 2.70% | Add +2.9% | 200,024 | $5.1M |
| Virginia Wealth Management Group, Inc. | 2.71% | Reduce -0.5% | 199,615 | $5.1M |
| Beese Fulmer Investment Management, Inc. | 0.32% | Add +37.4% | 198,024 | $5.0M |
| Moneco Advisors, LLC | 0.38% | Add +4.6% | 195,823 | $5.0M |
| Leo Wealth, LLC | 0.36% | Add +1.1% | 195,552 | $5.0M |
| United Capital Financial Advisors, LLC | 0.03% | Add +60.8% | 193,845 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Add +0.3% | 192,842 | $4.9M |
| Goldman Sachs Group Inc. | 0.00% | New | 192,147 | $4.9M |
| Twin Cities Retirement Group LLC | 4.44% | Reduce -2.3% | 191,585 | $4.9M |
| Wick Capital Partners, LLC | 0.88% | Add +16.4% | 189,941 | $4.8M |
| Creative Planning | 0.00% | Reduce -1.5% | 186,059 | $4.7M |
| Chicago Partners Investment Group LLC | 0.10% | Add +755.9% | 184,642 | $4.7M |
| Centric Wealth Management | 0.92% | Add +5.6% | 182,808 | $4.6M |
| Sowell Financial Services LLC | 0.17% | Add +3.9% | 181,445 | $4.6M |
| Cornell Pochily Investment Advisors, Inc. | 1.34% | Add +20.9% | 179,814 | $4.6M |
| Kintra Wealth, LLC | 0.32% | Add +131.0% | 177,907 | $4.5M |
| 4Thought Financial Group Inc. | 2.18% | Add +0.5% | 174,348 | $4.4M |
| Laurel Wealth Advisors LLC | 0.43% | Add +5.6% | 172,689 | $4.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Add +24.1% | 168,052 | $4.3M |
| Members Wealth LLC | 2.54% | Add +1.4% | 167,909 | $4.3M |
| Fulton Breakefield Broenniman LLC | 0.27% | Add +8.2% | 160,393 | $4.1M |
| Regions Financial Corp. | 0.03% | Add +18.6% | 158,803 | $4.0M |
| Madden Advisory Services, Inc. | 1.53% | Add +39.8% | 153,618 | $3.9M |
| Sax Wealth Advisors, LLC | 0.19% | No change | 150,058 | $3.8M |
| Valmark Advisers, Inc. | 0.04% | Add +6.4% | 148,814 | $3.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.0% | 141,953 | $3.6M |
| Rossmore Private Capital | 0.32% | Add +1.5% | 141,568 | $3.6M |
| Evergreen Private Wealth LLC | 1.45% | Add +1.3% | 141,483 | $3.6M |
| Precedent Wealth Partners, LLC | 0.71% | Add +4.2% | 139,779 | $3.5M |
| Godshalk Welsh Capital Management, Inc. | 2.04% | Add +12.9% | 138,850 | $3.5M |
| Kesler, Norman & Wride, LLC | 0.60% | Add +2.8% | 137,153 | $3.5M |
| Stonebrook Private Inc. | 0.70% | Add +3.9% | 130,104 | $3.3M |
| Breachway Investments LLC | 3.10% | Add +3.4% | 127,868 | $3.2M |
| Littlejohn Financial Services, Inc. | 2.38% | Reduce -3.9% | 125,155 | $3.2M |
| Adirondack Trust Co. | 1.03% | Add +18.2% | 121,416 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -6.7% | 119,470 | $3.0M |
| Venture Visionary Partners LLC | 0.10% | Add +2.4% | 114,680 | $2.9M |
| Harbor Investment Advisory, LLC | 0.23% | Add +10.8% | 114,633 | $2.9M |
| Mariner, LLC | 0.00% | Add +25.5% | 114,205 | $2.9M |
| LifePlan Financial, LLC | 2.11% | Add +7.0% | 112,577 | $2.9M |
| 10Elms LLP | 1.88% | Add +130.0% | 107,305 | $2.7M |
| Associated Banc-Corp | 0.07% | Add +7.8% | 107,792 | $2.7M |
| Resonant Capital Advisors, LLC | 0.14% | Add +5.9% | 106,798 | $2.7M |
| Marathon Mission, Inc. | 1.56% | Add +4.8% | 105,730 | $2.7M |
| Sightline Wealth Advisors, LLC | 1.11% | Reduce -26.4% | 103,295 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +6.3% | 103,258 | $2.6M |
| Covington Investment Advisors Inc. | 0.38% | Add +2.8% | 102,982 | $2.6M |
| Paradigm, Strategies in Wealth Management, LLC | 1.75% | Reduce -7.2% | 101,696 | $2.6M |
| AssuredPartners Investment Advisors, LLC | 0.27% | New | 99,114 | $2.5M |
| Chesley Taft & Associates LLC | 0.10% | Add +3.0% | 96,057 | $2.4M |
| Cabot Wealth Management Inc. | 0.28% | Add +17.7% | 95,471 | $2.4M |
| Coldstream Capital Management Inc. | 0.03% | Add +28.9% | 95,420 | $2.4M |
| LFA - Lugano Financial Advisors SA | 1.21% | Add +1.1% | 94,311 | $2.4M |
| Arcataur Capital Management LLC | 0.65% | Add +16.2% | 92,705 | $2.3M |
| Roble, Belko & Company, Inc | 0.30% | Add +244.6% | 92,430 | $2.3M |
| Park Avenue Securities LLC | 0.02% | Reduce -9.8% | 92,044 | $2.3M |
| Keeler Thomas Management LLC | 0.98% | Reduce -45.3% | 91,180 | $2.3M |
| McGlone Suttner Wealth Management, Inc. | 0.29% | Add +10.2% | 87,944 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Add +19.2% | 85,776 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +3.4% | 84,363 | $2.1M |
| FF Advisors,LLC | 0.85% | Reduce -39.4% | 82,587 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Add +29.0% | 82,710 | $2.1M |
| First Manhattan Co. Llc. | 0.01% | Add +463.6% | 81,462 | $2.1M |
| Cowa, LLC | 0.59% | Add +1.2% | 80,124 | $2.0M |
| FourThought Financial Partners, LLC | 0.17% | Add +47.5% | 79,515 | $2.0M |
| Segment Wealth Management, LLC | 0.12% | Add +12.3% | 78,335 | $2.0M |
| Wrapmanager Inc. | 0.67% | Add +2.4% | 76,595 | $1.9M |
| Foundry Financial Group, Inc. | 0.96% | Reduce -5.5% | 76,289 | $1.9M |
| Foundation Wealth Management, LLC | 1.30% | Add +5.3% | 76,201 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.01% | New | 75,617 | $1.9M |
| Wilkins Miller Wealth Management, LLC | 1.15% | Reduce -6.1% | 75,079 | $1.9M |
| Woodley Farra Manion Portfolio Management Inc. | 0.09% | Add +11.9% | 74,516 | $1.9M |
| Beacon Financial Group | 0.19% | Reduce -0.9% | 74,270 | $1.9M |
| Integrated Advisors Network LLC | 0.10% | Add +15.7% | 73,216 | $1.9M |
| First Fiduciary Investment Counsel, Inc. | 0.37% | Reduce -2.8% | 72,793 | $1.8M |
| Equitable Holdings, Inc. | 0.01% | Add +7.2% | 69,085 | $1.8M |
| Riverchase Wealth Management, LLC | 0.91% | Add +4.1% | 69,169 | $1.8M |
| Reliant Wealth Planning | 0.53% | Add +0.9% | 68,697 | $1.7M |
| Fortis Capital Management LLC | 0.23% | Reduce -0.6% | 67,739 | $1.7M |
| Jefferson Bridge Capital, LLC | 1.70% | Add +1.7% | 67,397 | $1.7M |
| Fifth Third Bancorp | 0.00% | Add +139.2% | 66,126 | $1.7M |
| Meitav Investment House Ltd. | 0.02% | Reduce -4.6% | 65,588 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.3% | 65,094 | $1.6M |
| Scissortail Wealth Management, LLC | 0.33% | Add +16.6% | 64,846 | $1.6M |
| Independent Advisor Alliance | 0.02% | New | 64,012 | $1.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | No change | 63,984 | $1.6M |
| TFR Capital, LLC. | 0.49% | Add +10.2% | 63,379 | $1.6M |
| Princeton Global Asset Management LLC | 0.26% | Add +2.5% | 63,200 | $1.6M |
| TD Waterhouse Canada Inc. | 0.00% | Add +0.2% | 62,770 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Add +39.8% | 62,103 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +64.8% | 60,160 | $1.5M |
| DAVENPORT & Co LLC | 0.01% | No change | 59,455 | $1.5M |
| Advance Capital Management, Inc. | 0.06% | Add +4.8% | 59,274 | $1.5M |
| One Plus One Wealth Management, LLC | 0.63% | Add +5.6% | 59,021 | $1.5M |
| BridgePort Financial Solutions, LLC | 0.42% | Reduce -4.6% | 58,392 | $1.5M |
| Gilbert Capital Group, Inc. | 1.13% | Add +0.7% | 57,952 | $1.5M |
| Smith, Moore & Co. | 0.11% | Reduce -9.8% | 57,426 | $1.5M |
| Briggs Wealth Management, Inc | 1.54% | Add +5.9% | 57,227 | $1.4M |
| Beaumont Financial Advisors, LLC | 0.10% | Add +6.7% | 56,111 | $1.4M |
| High Note Wealth, LLC | 0.28% | Add +281.6% | 55,952 | $1.4M |
| Montecito Bank & Trust | 0.23% | Add +13.4% | 54,866 | $1.4M |
| Cyr Financial Inc. | 0.81% | Reduce -2.2% | 54,126 | $1.4M |
| Gould Asset Management LLC | 0.24% | Add +0.4% | 53,670 | $1.4M |
| Farther Finance Advisors, LLC | 0.01% | Add +8.0% | 52,684 | $1.3M |
| Clearstead Advisors, LLC | 0.01% | Add +3.7% | 52,194 | $1.3M |
| MTM Investment Management, LLC | 0.42% | Add +70.5% | 51,949 | $1.3M |
| Wesbanco Bank Inc. | 0.04% | No change | 51,091 | $1.3M |
| Cary Street Partners Financial LLC | 0.03% | Reduce -4.8% | 51,069 | $1.3M |
| Archford Capital Strategies, LLC | 0.15% | Reduce -1.5% | 50,481 | $1.3M |
| AlTi Global, Inc. | 0.03% | No change | 49,825 | $1.3M |
| Drive Wealth Management, LLC | 0.26% | Reduce -13.7% | 49,312 | $1.2M |
| Bullock Wealth Management Group | 0.62% | Add +25.3% | 49,124 | $1.2M |
| First National Bank & Trust Co. of Newtown | 0.26% | Reduce -2.4% | 48,450 | $1.2M |
| Farmers National Bank | 0.27% | Add +2.4% | 47,990 | $1.2M |
| Baron Silver Stevens Financial Advisors, LLC | 0.18% | Reduce -4.0% | 47,862 | $1.2M |
| Valley Wealth Managers, Inc. | 0.08% | Add +1.8% | 47,794 | $1.2M |
| Blue Square Asset Management, LLC | 0.56% | Reduce -1.9% | 46,804 | $1.2M |
| Barrett & Company, Inc. | 0.41% | Add +22.4% | 46,536 | $1.2M |
| CGN Advisors LLC | 0.09% | Reduce -18.5% | 45,979 | $1.2M |
| Jacobi Capital Management LLC | 0.06% | Add +22.8% | 45,560 | $1.2M |
| Cerity Partners LLC | 0.00% | New | 45,015 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | No change | 43,971 | $1.1M |
| TABR Capital Management, LLC | 1.01% | Add +12.3% | 43,395 | $1.1M |
| Granite Harbor Advisors, Inc. | 0.48% | Add +71.8% | 43,185 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Add +44.1% | 41,994 | $1.1M |
| Conrad Siegel Investment Advisors, Inc. | 0.19% | Add +91.7% | 41,365 | $1.0M |
| Alterna Wealth Management, Inc. | 0.77% | Add +2.7% | 40,339 | $1.0M |
| Signaturefd, LLC | 0.02% | Add +331.9% | 39,056 | $989K |
| MidFirst Bank | 0.08% | Add +6.6% | 38,539 | $976K |
| Romano Brothers and Company | 0.11% | Add +16.6% | 37,568 | $952K |
| Belpointe Asset Management LLC | 0.03% | Add +0.0% | 37,068 | $939K |
| Cove Private Wealth, LLC | 0.21% | New | 37,000 | $937K |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -29.1% | 36,980 | $937K |
| Mendota Financial Group, LLC | 0.68% | Add +0.7% | 36,363 | $921K |
| Dara Capital Us, Inc. | 0.85% | No change | 35,485 | $898K |
| Balentine LLC | 0.04% | Add +54.9% | 35,069 | $888K |
| River's Edge Wealth Management, LLC | 0.81% | Add +1.9% | 34,071 | $864K |
| CVA Family Office, LLC | 0.09% | Add +52.9% | 33,960 | $860K |
| Walleye Partners, LLC | 1.04% | Reduce -3.1% | 33,333 | $844K |
| Focused Alpha, LLC | 0.26% | Add +1.1% | 32,865 | $832K |
| HORAN Wealth, LLC | 0.08% | No change | 32,700 | $832K |
| Element Wealth, LLC | 0.34% | Add +4.8% | 32,208 | $816K |
| Duncker Streett & Co. Inc. | 0.15% | Add +41.2% | 31,704 | $803K |
| 4J Wealth Management LLC | 0.44% | Add +5.7% | 30,842 | $781K |
| Brookstone Capital Management | 0.01% | Reduce -1.0% | 30,752 | $779K |
| Summit Wealth Partners, LLC | 0.12% | Add +0.1% | 29,607 | $750K |
| Accretive Wealth Partners, LLC | 0.21% | Add +31.3% | 29,316 | $743K |
| Little House Capital LLC | 0.19% | Reduce -13.7% | 28,902 | $732K |
| Lee Financial Co | 0.10% | New | 28,900 | $732K |
| DecisionMap Wealth Management, LLC | 0.47% | Add +1.6% | 28,478 | $721K |
| Aprio Wealth Management, LLC | 0.04% | New | 28,155 | $713K |
| PNC Financial Services Group, Inc. | 0.00% | Add +168.1% | 28,043 | $710K |
| Tableaux LLC | 0.34% | Add +53.7% | 27,578 | $699K |
| Autumn Glory Partners, LLC | 0.26% | Add +0.1% | 27,547 | $698K |
| MML Investors Services, LLC | 0.00% | Reduce -6.6% | 27,139 | $687K |
| Baker Boyer National Bank | 0.21% | Add +11.0% | 27,023 | $684K |
| KOM Wealth Management Group, LLC | 0.46% | Add +52.5% | 26,852 | $680K |
| Thoroughbred Financial Services, LLC | 0.04% | Reduce -22.7% | 26,605 | $673K |
| WJ Wealth Management, LLC | 0.31% | Add +92.7% | 26,200 | $664K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 26,000 | $659K |
| Mosaic Family Wealth Partners, LLC | 0.07% | Add +76.5% | 25,955 | $657K |
| Mgo One Seven LLC | 0.01% | Add +1.8% | 25,730 | $652K |
| Curbstone Financial Management Corp | 0.12% | Add +54.8% | 25,700 | $651K |
| Foundations Investment Advisors, LLC | 0.01% | Add +214.3% | 25,250 | $640K |
| ADG Wealth Management Group, LLC | 0.44% | Add +25.2% | 25,038 | $634K |
| Dearborn Partners LLC | 0.03% | Add +3.0% | 24,579 | $623K |
| Redwood Financial Network Corp | 0.40% | Add +3.1% | 24,226 | $614K |
| Stockman Wealth Management, Inc. | 0.07% | Reduce -0.3% | 24,042 | $609K |
| Van Hulzen Asset Management, LLC | 0.04% | Add +126.5% | 23,843 | $604K |
| First Interstate Bank | 0.03% | Add +14.4% | 22,940 | $581K |
| Stokes Family Office, LLC | 0.06% | No change | 22,465 | $569K |
| Alliance Wealth Advisors, LLC | 0.12% | Reduce -32.9% | 22,148 | $561K |
| American Trust | 0.05% | No change | 21,548 | $546K |
| Oppenheimer & Co. Inc. | 0.01% | Add +8.2% | 21,439 | $543K |
| Spartan Wealth Advisory Services LLC | 0.05% | — | 21,314 | $540K |
| Straight Path Wealth Management | 0.14% | Add +4.1% | 21,088 | $534K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +122.0% | 20,939 | $530K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.24% | New | 20,919 | $530K |
| Cfo Capital Management LLC | 0.43% | Add +16.8% | 20,861 | $527K |
| Johnson Bixby & Associates, LLC | 0.07% | Add +0.5% | 20,755 | $526K |
| Provenance Wealth Advisors, LLC | 0.05% | Reduce -8.8% | 20,323 | $515K |
| Robinson Smith Wealth Advisors LLC | 0.34% | Add +0.1% | 20,004 | $507K |
| Gilbert & Cook, Inc. | 0.06% | Reduce -13.2% | 19,460 | $493K |
| StoneX Group Inc. | 0.03% | Reduce -7.6% | 19,014 | $480K |
| Mutual Advisors, LLC | 0.01% | Reduce -9.1% | 18,948 | $480K |
| Ellis Investment Partners, LLC | 0.08% | Add +9.3% | 18,896 | $479K |
| Atwater Malick LLC | 0.13% | Add +13.4% | 18,545 | $470K |
| Round Rock Advisors LLC | 0.07% | No change | 18,302 | $464K |
| Schmidt P J Investment Management Inc. | 0.08% | Add +35.0% | 18,132 | $459K |
| Ancora Advisors LLC | 0.01% | Add +0.0% | 17,997 | $456K |
| Advisory Services Network, LLC | 0.01% | Reduce -2.4% | 17,806 | $451K |
| Robbins Farley | 0.20% | Add +9.8% | 17,606 | $446K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -23.8% | 17,008 | $431K |
| Principal Securities, Inc. | 0.01% | Reduce -2.6% | 17,005 | $431K |
| Wiregrass Investment Management LLC | 0.36% | Add +30.8% | 17,000 | $431K |
| Clearstead Trust, LLC | 0.07% | No change | 16,986 | $430K |
| Hills Bank & Trust Co | 0.02% | Add +161.4% | 16,878 | $428K |
| Beacon Financial Planning, Inc. | 0.16% | Add +83.4% | 16,663 | $422K |
| Simon Quick Advisors, LLC | 0.02% | No change | 16,343 | $414K |
| Bradley & Co. Private Wealth Management, LLC | 0.22% | No change | 16,139 | $409K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -15.3% | 15,935 | $404K |
| Hurley Capital, LLC | 0.21% | Add +0.5% | 15,595 | $395K |
| Moors & Cabot, Inc. | 0.02% | Add +17.6% | 15,373 | $389K |
| STAR Financial Bank | 0.18% | Reduce -73.3% | 15,329 | $388K |
| American Money Management, LLC | 0.06% | Reduce -0.4% | 15,104 | $383K |
| Ledyard National Bank | 0.03% | Reduce -1.9% | 14,923 | $378K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 14,083 | $357K |
| Bank of New Hampshire | 0.08% | Reduce -1.8% | 13,850 | $351K |
| 1900 Wealth Management LLC | 0.02% | Reduce -35.5% | 13,819 | $350K |
| XML Financial, LLC | 0.03% | Add +9.4% | 13,765 | $349K |
| Crusonia Wealth Advisors LLC | 0.07% | Add +4.7% | 13,655 | $346K |
| Naples Global Advisors, LLC | 0.02% | Reduce -1.1% | 13,495 | $342K |
| Valley Forge Investment Consultants Inc. Adv | 0.10% | No change | 13,247 | $336K |
| Fortune Financial Group, Inc. | 0.30% | New | 13,188 | $334K |
| Cypress Wealth Services, LLC | 0.05% | No change | 13,171 | $334K |
| SageView Advisory Group, LLC | 0.01% | Add +3.2% | 13,054 | $331K |
| Old Mission Investment Co LLC | 0.08% | No change | 12,973 | $329K |
| Summit Trail Advisors, LLC | 0.00% | New | 12,800 | $324K |
| Moseley Investment Management Inc. | 0.10% | Add +4.9% | 12,600 | $319K |
| Farnam Financial LLC | 0.26% | New | 12,431 | $315K |
| Ferguson Johnson Wealth Management Inc | 0.25% | No change | 12,210 | $309K |
| Nwam LLC | 0.02% | Reduce -6.8% | 12,176 | $308K |
| Financial Advisory Corp | 0.04% | Add +0.7% | 12,090 | $306K |
| Koshinski Asset Management, Inc. | 0.02% | Add +29.7% | 11,865 | $301K |
| Sarver Vrooman Wealth Advisors | 0.18% | Add +7.6% | 11,652 | $295K |
| Journey Advisory Group, LLC | 0.03% | No change | 11,500 | $291K |
| Rothschild Wealth LLC | 0.03% | New | 11,390 | $289K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 11,200 | $284K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 11,100 | $281K |
| Waverly Advisors, LLC | 0.00% | New | 11,096 | $281K |
| Whitener Capital Management, Inc. | 0.06% | Add +22.7% | 10,800 | $274K |
| Keystone Wealth Services, LLC | 0.06% | Reduce -1.0% | 10,719 | $272K |
| Meridian Wealth Management, LLC | 0.01% | New | 10,600 | $269K |
| Harbour Investments, Inc. | 0.00% | Add +27.8% | 10,332 | $262K |
| Dudley Capital Management, LLC | 0.12% | No change | 10,300 | $261K |
| Carson Advisory Inc. | 0.13% | No change | 10,265 | $260K |
| Highland Financial Advisors, LLC | 0.07% | No change | 10,162 | $257K |
| Arkadios Wealth Advisors | 0.00% | New | 10,151 | $257K |
| Evergreen Wealth Partners LLC | 0.19% | Reduce -0.6% | 9,989 | $253K |
| Maia Wealth LLC | 0.04% | Add +0.0% | 9,797 | $248K |
| Next Level Wealth Planning, LLC | 0.13% | New | 9,719 | $246K |
| Seeds Investor LLC | 0.03% | New | 9,679 | $245K |
| Midland Wealth Advisors, LLC | 0.01% | Add +4.2% | 9,633 | $244K |
| Gradient Capital Advisors, LLC | 0.06% | No change | 9,532 | $241K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +0.0% | 9,515 | $241K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +5.6% | 9,372 | $237K |
| Pine Haven Investment Counsel, Inc | 0.17% | Add +13.3% | 9,350 | $237K |
| Bessemer Group Inc. | 0.00% | New | 9,278 | $235K |
| Spire Wealth Management | 0.01% | Add +881.6% | 9,257 | $234K |
| Newman Dignan & Sheerar, Inc. | 0.05% | Reduce -15.3% | 9,255 | $234K |
| Trust Point Inc. | 0.02% | New | 9,193 | $233K |
| Csenge Advisory Group | 0.01% | New | 8,968 | $227K |
| Arnold Financial Planning LLC | 0.21% | New | 8,910 | $226K |
| New England Private Wealth Advisors LLC | 0.03% | Add +0.7% | 8,908 | $226K |
| Maridea Wealth Management LLC | 0.03% | Reduce -3.0% | 8,804 | $223K |
| Physician Wealth Advisors, Inc. | 0.03% | Add +0.6% | 8,779 | $222K |
| Mayflower Financial Advisors, LLC | 0.03% | No change | 8,776 | $222K |
| Aspen Wealth Management LLC | 0.04% | New | 8,695 | $220K |
| Wealthspire Advisors, LLC | 0.00% | No change | 8,639 | $219K |
| Anchor Capital Advisors LLC | 0.01% | New | 8,604 | $218K |
| Cooper/Haims Advisors, LLC | 0.10% | No change | 8,230 | $208K |
| Choreo, LLC | 0.00% | New | 8,208 | $208K |
| Scotia Capital Inc. | 0.00% | No change | 8,100 | $205K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 8,010 | $203K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 8,000 | $202K |
| Bogart Wealth, LLC | 0.01% | Add +47.0% | 7,978 | $202K |
| KPP Advisory Services LLC | 0.03% | New | 7,970 | $202K |
| FMR LLC | 0.00% | Reduce -29.0% | 7,608 | $193K |
| Phillips Financial Management, LLC | 0.01% | No change | 7,523 | $191K |
| McIlrath & Eck, LLC | 0.01% | Add +0.7% | 6,515 | $165K |
| Private Trust Co. NA | 0.01% | Reduce -0.4% | 6,180 | $157K |
| Cordgrass Capital Advisors, LLC | 0.04% | Add +319.5% | 5,936 | $150K |
| Intentional Wealth Strategies, LLC | 0.13% | — | 5,604 | $142K |
| Truvestments Capital LLC | 0.02% | New | 5,087 | $129K |
| Ascentis Independent Advisors | 0.01% | New | 4,900 | $124K |
| Align Financial, LLC | 0.07% | Reduce -96.1% | 4,788 | $121K |
| Addison Advisors LLC | 0.03% | No change | 4,655 | $118K |
| GAMMA Investing LLC | 0.01% | No change | 4,630 | $117K |
| CNB Bank | 0.04% | Reduce -1.3% | 3,821 | $97K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 3,600 | $91K |
| Hyposwiss Advisors SA | 0.09% | No change | 3,495 | $89K |
| AE Wealth Management LLC | 0.00% | Add +0.7% | 3,418 | $87K |
| 2UniFi Bank | 0.04% | No change | 3,374 | $85K |
| Bank of Montreal | 0.00% | Reduce -83.0% | 3,290 | $83K |
| Knights of Columbus Asset Advisors LLC | 0.00% | No change | 2,880 | $73K |
| Miller Global Investments, LLC | 0.06% | New | 2,795 | $71K |
| Napier Financial, LLC | 0.02% | New | 2,730 | $69K |
| International Assets Investment Management, LLC | 0.00% | No change | 2,690 | $68K |
| Trust Co | 0.01% | Add +0.4% | 2,675 | $68K |
| Asset Dedication, LLC | 0.00% | No change | 2,655 | $67K |
| Coastline Trust Co | 0.01% | No change | 2,565 | $65K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +71.4% | 2,400 | $61K |
| United Community Bank | 0.02% | New | 2,293 | $58K |
| Pittenger & Anderson Inc. | 0.00% | New | 2,155 | $55K |
| Burkett Financial Services, LLC | 0.02% | Add +0.7% | 2,014 | $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 |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1,463 | $37K |
| Eastern Bank | 0.00% | Add +8.4% | 1,295 | $33K |
| Ballast Advisors LLC | 0.01% | No change | 1,197 | $30K |
| Three Bearings Fiduciary Advisors, Inc. | 0.02% | No change | 974 | $25K |
| Sunbelt Securities, Inc. | 0.00% | No change | 850 | $22K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.6% | 795 | $20K |
| CX Institutional | 0.00% | Add +0.8% | 790 | $20K |
| Blue Trust, Inc. | 0.00% | Add +0.8% | 752 | $19K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +0.9% | 704 | $18K |
| Vanguard Advisers Inc. | 0.00% | — | 685 | $17K |
| Venturi Wealth Management, LLC | 0.00% | No change | 658 | $17K |
| Biltmore Family Office, LLC | 0.00% | No change | 650 | $16K |
| AlphaCore Capital LLC | 0.00% | No change | 610 | $15K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -42.7% | 586 | $15K |
| 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 |
| Signature Resources Capital Management, LLC | 0.00% | New | 168 | $4K |
| McGuire Capital Advisors Inc. | 0.00% | Reduce -63.8% | 25 | $633 |
"% 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.