iShares Ibonds Dec 2028 ETFIBDTETF
13F holders, Q2 2026 (June 30)436holders +12
36new positions
22sold out
1famous investor
$25.25avg. 13F price*
At the end of Q2 2026, 436 institutions reported holding iShares Ibonds Dec 2028 ETF (IBDT) in their 13F filings, up 12 from Q1 2026. 36 opened new positions and 22 sold out. The largest holders were Bank of America Corp. ($240.5M), Mercer Global Advisors Inc. ($139.7M) and Morgan Stanley ($121.7M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Ibonds Dec 2028 ETF
- CUSIP
- 46435U515
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $22.9M |
| Exits | 22 | $39.0M |
All 13F filers, Q1 2026 → Q2 2026: 9,964,552 shares bought and 3,644,107 shares sold, net +6,320,445 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 436 holders
| Bank of America Corp. | 0.02% | Add +6.4% | 9,526,329 | $240.5M |
| Mercer Global Advisors Inc. | 0.17% | Add +4.7% | 5,532,094 | $139.7M |
| Morgan Stanley | 0.01% | Add +3.6% | 4,818,723 | $121.7M |
| Lido Advisors, LLC | 0.38% | Reduce -5.6% | 4,224,505 | $106.7M |
| Capital Investment Advisors, LLC | 1.30% | Add +3.7% | 3,890,204 | $98.2M |
| UBS Group AG | 0.02% | Add +7.0% | 3,771,658 | $95.2M |
| Capital Advisors Inc. | 1.33% | Add +1.1% | 3,572,252 | $90.2M |
| Raymond James Financial Inc. | 0.02% | Add +6.3% | 3,315,601 | $83.7M |
| HM Payson & Co. | 1.06% | Add +8.0% | 3,174,609 | $80.2M |
| LPL Financial LLC | 0.02% | Add +15.2% | 2,896,388 | $73.1M |
| HighTower Advisors, LLC | 0.04% | Add +2.6% | 1,821,559 | $46.0M |
| Ameriprise Financial Inc. | 0.01% | Add +5.1% | 1,718,025 | $43.4M |
| Royal Bank of Canada | 0.01% | Add +14.2% | 1,675,867 | $42.3M |
| Sound View Wealth Advisors Group, LLC | 2.61% | Add +6.7% | 1,666,571 | $42.1M |
| Wells Fargo & Company | 0.01% | Reduce -12.2% | 1,624,267 | $41.0M |
| Hengehold Capital Management LLC | 2.98% | Add +6.0% | 1,520,952 | $38.4M |
| Summitry LLC | 1.25% | Add +3.7% | 1,507,612 | $38.1M |
| Woodmont Investment Counsel LLC | 2.00% | Reduce -10.5% | 1,453,743 | $36.7M |
| Gratus Wealth Advisors, LLC | 4.53% | Add +2.8% | 1,410,511 | $35.6M |
| Kathmere Capital Management, LLC | 1.86% | Add +6.3% | 1,388,753 | $35.1M |
| Sigma Investment Counselors Inc. | 1.65% | Add +4.6% | 1,336,901 | $33.8M |
| Howland Capital Management LLC | 1.19% | Add +6.4% | 1,309,506 | $33.1M |
| Klingman & Associates, LLC | 1.39% | Reduce -0.7% | 1,294,887 | $32.7M |
| RVW Wealth, LLC | 2.01% | Add +4.1% | 1,206,680 | $30.5M |
| Baltimore-Washington Financial Advisors, Inc. | 1.03% | Add +3.4% | 1,090,554 | $27.5M |
| Summit Financial, LLC | 0.30% | Add +98.5% | 1,089,727 | $27.5M |
| Commonwealth Equity Services, LLC | 0.03% | Add +4.7% | 1,073,212 | $27.1M |
| Captrust Financial Advisors | 0.04% | Add +8.2% | 1,070,569 | $27.0M |
| Stifel Financial Corp. | 0.02% | Add +3.0% | 1,067,372 | $27.0M |
| Kestra Advisory Services, LLC | 0.08% | Add +16.9% | 1,000,332 | $25.3M |
| TABR Capital Management, LLC | 20.37% | Add +2081.4% | 946,636 | $23.9M |
| Truist Financial Corp. | 0.03% | Add +8.0% | 939,140 | $23.7M |
| NewEdge Advisors, LLC | 0.06% | Add +8.4% | 850,687 | $21.5M |
| MV Capital Management, Inc. | 1.80% | Add +1.1% | 803,638 | $20.3M |
| Benjamin Edwards Inc. | 0.18% | Add +5.1% | 778,356 | $19.7M |
| US Bancorp \de | 0.02% | Add +14.9% | 771,072 | $19.5M |
| Summit Asset Management, LLC | 2.44% | Add +1.9% | 753,549 | $19.0M |
| Rebalance, LLC | 0.90% | Reduce -5.6% | 682,885 | $17.2M |
| BlackRock, Inc. | 0.00% | Add +19.3% | 673,567 | $17.0M |
| Mesirow Financial Investment Management, Inc. | 0.26% | Add +2.5% | 653,571 | $16.5M |
| Spinnaker Trust | 0.78% | Add +16.7% | 639,228 | $16.1M |
| Sanctuary Advisors, LLC | 0.07% | Add +6.7% | 612,638 | $15.5M |
| Arrow Financial Corp | 1.34% | Add +2.4% | 591,506 | $14.9M |
| CENTRAL TRUST Co | 0.27% | Add +8.1% | 583,112 | $14.7M |
| Glenview Trust Co | 0.20% | Add +2.7% | 576,746 | $14.6M |
| Novem Group | 1.44% | Add +12.9% | 563,458 | $14.2M |
| Strid Group, LLC | 1.50% | Add +38.7% | 533,967 | $13.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +6.1% | 533,006 | $13.5M |
| Lyell Wealth Management, LP | 0.82% | Add +8.0% | 529,578 | $13.4M |
| Stratos Wealth Partners, LTD. | 0.14% | Add +7.9% | 527,531 | $13.3M |
| Windsor Capital Management, LLC | 3.39% | Add +3.5% | 516,289 | $13.0M |
| Cornerstone Planning, LLC | 3.00% | Add +2.7% | 512,899 | $13.0M |
| Focus Partners Wealth | 0.01% | Add +50.8% | 511,450 | $12.9M |
| Snowden Capital Advisors LLC | 0.31% | Add +0.8% | 509,515 | $12.9M |
| First National Trust Co | 0.44% | Add +2.0% | 507,886 | $12.8M |
| Peloton Wealth Strategists | 3.98% | Add +3.0% | 411,188 | $10.4M |
| First International Bank of Israel Ltd. | 2.77% | No change | 402,000 | $10.2M |
| Ironwood Financial, llc | 1.57% | Add +64.2% | 400,157 | $10.1M |
| Northstar Group, Inc. | 1.32% | Add +10.8% | 392,466 | $9.9M |
| Allworth Financial LP | 0.04% | Add +11.7% | 390,112 | $9.9M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +4.5% | 380,094 | $9.6M |
| Atria Investments, Inc | 0.09% | Add +12.5% | 374,417 | $9.5M |
| Arcadia Investment Advisors LLC | 3.94% | Add +7.8% | 370,192 | $9.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +26.4% | 368,353 | $9.3M |
| Global Retirement Partners, LLC | 0.14% | — | 364,874 | $9.2M |
| Cetera Investment Advisers | 0.01% | Add +36.8% | 356,117 | $9.0M |
| EP Wealth Advisors, LLC | 0.03% | Add +56.2% | 344,113 | $8.7M |
| Parallel Advisors, LLC | 0.13% | Add +11.3% | 339,434 | $8.6M |
| InvesTrust | 3.23% | Add +5.7% | 332,478 | $8.4M |
| Merit Financial Group, LLC | 0.05% | Add +14.2% | 327,611 | $8.3M |
| Eight 31 Financial, LLC | 4.82% | Add +2.3% | 320,900 | $8.1M |
| PFG Private Wealth Management, LLC | 3.34% | Reduce -8.3% | 305,532 | $7.7M |
| IFP Advisors, Inc | 0.14% | Reduce -0.3% | 303,282 | $7.7M |
| Composition Wealth, LLC | 0.09% | Add +13.3% | 300,201 | $7.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +108.8% | 296,407 | $7.5M |
| Integrated Wealth Concepts LLC | 0.05% | Add +7.3% | 289,705 | $7.3M |
| LBMC Investment Advisors, LLC | 0.39% | Add +20.4% | 280,115 | $7.1M |
| Praetorian Wealth Management, Inc. | 1.20% | Add +1.5% | 275,923 | $7.0M |
| Jones Financial Companies LLLP | 0.00% | Add +17.1% | 272,590 | $6.9M |
| Quantum Financial Advisors, LLC | 0.68% | Add +15.7% | 271,687 | $6.9M |
| United Capital Financial Advisors, LLC | 0.04% | Add +38.1% | 267,703 | $6.8M |
| Guidance Point Advisors, LLC | 1.46% | Add +5.8% | 266,941 | $6.7M |
| Beese Fulmer Investment Management, Inc. | 0.38% | Add +33.0% | 263,379 | $6.7M |
| Hamel Associates, Inc. | 1.83% | Reduce -0.2% | 262,251 | $6.6M |
| Sonata Capital Group Inc. | 2.13% | Add +5.5% | 261,971 | $6.6M |
| Penobscot Investment Management Company, Inc. | 0.45% | Add +11.6% | 260,871 | $6.6M |
| MinichMacGregor Wealth Management, LLC | 0.97% | Add +2.6% | 252,775 | $6.4M |
| Virginia Wealth Management Group, Inc. | 3.34% | Add +25.2% | 249,890 | $6.3M |
| Heartland Bank & Trust Co | 1.29% | Add +15.9% | 247,322 | $6.2M |
| Cheviot Value Management, LLC | 0.63% | Reduce -2.6% | 244,851 | $6.2M |
| MCF Advisors LLC | 0.22% | Reduce -2.9% | 244,338 | $6.2M |
| Harbor Advisory Corp. | 1.64% | Add +12.7% | 242,577 | $6.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.5% | 240,359 | $6.1M |
| Cherry Tree Wealth Management, LLC | 1.13% | Add +1.6% | 237,065 | $6.0M |
| Houlihan Financial Resource Group, Ltd. | 2.07% | Add +2.9% | 230,329 | $5.8M |
| Leavell Investment Management, Inc. | 0.21% | Add +11.2% | 228,180 | $5.8M |
| Osaic Holdings, Inc. | 0.01% | Add +18.1% | 227,792 | $5.8M |
| Droms Strauss Advisors Inc. /Mo/ | 1.30% | Add +6.3% | 227,284 | $5.7M |
| Wick Capital Partners, LLC | 0.85% | Add +17.9% | 223,896 | $5.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Add +32.5% | 222,717 | $5.6M |
| 4Thought Financial Group Inc. | 2.55% | Add +23.4% | 215,180 | $5.4M |
| Atlantic Union Bankshares Corp | 0.09% | Reduce -5.0% | 212,420 | $5.4M |
| Winthrop Partners - WNY, LLC | 2.65% | Add +5.9% | 211,849 | $5.3M |
| Krilogy Financial LLC | 0.15% | Add +0.6% | 207,145 | $5.2M |
| Hancock Whitney Corp. | 0.09% | Add +0.0% | 202,966 | $5.1M |
| Crews Bank & Trust | 0.66% | Reduce -0.9% | 200,155 | $5.1M |
| 10Elms LLP | 2.21% | Add +82.1% | 195,400 | $4.9M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -11.9% | 194,537 | $4.9M |
| Moneco Advisors, LLC | 0.29% | Reduce -2.6% | 190,785 | $4.8M |
| Creative Planning | 0.00% | Add +2.3% | 190,309 | $4.8M |
| Twin Cities Retirement Group LLC | 4.07% | Reduce -1.7% | 188,280 | $4.8M |
| Chicago Partners Investment Group LLC | 0.09% | Add +1.0% | 186,556 | $4.7M |
| Members Wealth LLC | 2.55% | Add +9.7% | 184,119 | $4.6M |
| Centric Wealth Management | 0.72% | No change | 182,808 | $4.6M |
| Sowell Financial Services LLC | 0.15% | Add +0.4% | 182,120 | $4.6M |
| Laurel Wealth Advisors LLC | 0.44% | Add +4.9% | 181,149 | $4.6M |
| Valmark Advisers, Inc. | 0.05% | Add +20.3% | 179,022 | $4.5M |
| Kintra Wealth, LLC | 0.23% | Reduce -2.0% | 174,257 | $4.4M |
| Cabot Wealth Management Inc. | 0.44% | Add +78.6% | 170,474 | $4.3M |
| Fulton Breakefield Broenniman LLC | 0.25% | Add +4.1% | 166,941 | $4.2M |
| Precedent Wealth Partners, LLC | 0.69% | Add +17.0% | 163,519 | $4.1M |
| Great Diamond Partners, LLC | 0.70% | Reduce -26.6% | 161,987 | $4.1M |
| Regions Financial Corp. | 0.02% | Add +0.8% | 160,134 | $4.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +34.4% | 160,511 | $4.0M |
| Rossmore Private Capital | 0.32% | Add +11.6% | 157,958 | $4.0M |
| Sax Wealth Advisors, LLC | 0.16% | Add +3.1% | 154,727 | $3.9M |
| Madden Advisory Services, Inc. | 1.39% | Reduce -0.0% | 153,604 | $3.9M |
| Evergreen Private Wealth LLC | 1.40% | Add +5.9% | 149,858 | $3.8M |
| Sightline Wealth Advisors, LLC | 1.36% | Add +42.9% | 147,599 | $3.7M |
| Covington Investment Advisors Inc. | 0.48% | Add +42.1% | 146,328 | $3.7M |
| Commonwealth Financial Services, LLC | 0.50% | Reduce -66.3% | 145,970 | $3.7M |
| Godshalk Welsh Capital Management, Inc. | 1.97% | Add +4.3% | 144,850 | $3.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +64.9% | 139,098 | $3.5M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +31.5% | 135,815 | $3.4M |
| MTM Investment Management, LLC | 0.97% | Add +159.9% | 135,015 | $3.4M |
| Probity Advisors, Inc. | 0.48% | Reduce -46.3% | 134,177 | $3.4M |
| Matthew Goff Investment Advisor, LLC | 0.57% | New | 133,514 | $3.4M |
| Stonebrook Private Inc. | 0.61% | Add +1.8% | 132,496 | $3.3M |
| Kesler, Norman & Wride, LLC | 0.52% | Reduce -5.8% | 129,186 | $3.3M |
| Mariner, LLC | 0.00% | Add +12.0% | 127,958 | $3.2M |
| Littlejohn Financial Services, Inc. | 2.33% | Add +1.5% | 127,084 | $3.2M |
| Roble, Belko & Company, Inc | 0.34% | Add +34.2% | 124,054 | $3.1M |
| Adirondack Trust Co. | 0.93% | Add +1.4% | 123,112 | $3.1M |
| Harbor Investment Advisory, LLC | 0.22% | Add +6.8% | 122,422 | $3.1M |
| Breachway Investments LLC | 4.54% | Reduce -6.7% | 119,341 | $3.0M |
| Associated Banc-Corp | 0.07% | Add +9.5% | 117,988 | $3.0M |
| LifePlan Financial, LLC | 2.03% | Add +2.1% | 114,917 | $2.9M |
| Venture Visionary Partners LLC | 0.08% | Add +0.1% | 114,771 | $2.9M |
| High Note Wealth, LLC | 0.49% | Add +103.6% | 113,937 | $2.9M |
| AssuredPartners Investment Advisors, LLC | 0.28% | Add +13.8% | 112,785 | $2.8M |
| First Manhattan Co. Llc. | 0.01% | Add +38.0% | 112,377 | $2.8M |
| Resonant Capital Advisors, LLC | 0.13% | Reduce -0.5% | 106,267 | $2.7M |
| Marathon Mission, Inc. | 1.33% | Reduce -0.2% | 105,504 | $2.7M |
| Cornell Pochily Investment Advisors, Inc. | 0.70% | Reduce -42.4% | 103,611 | $2.6M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +69.3% | 101,833 | $2.6M |
| Chesley Taft & Associates LLC | 0.10% | Add +5.8% | 101,657 | $2.6M |
| JPMorgan Chase & Co. | 0.00% | Add +20.6% | 99,707 | $2.5M |
| Modern Wealth Management, LLC | 0.03% | Reduce -60.2% | 97,557 | $2.5M |
| FourThought Financial Partners, LLC | 0.19% | Add +21.3% | 96,458 | $2.4M |
| McGlone Suttner Wealth Management, Inc. | 0.28% | Add +7.5% | 94,511 | $2.4M |
| LFA - Lugano Financial Advisors SA | 1.43% | No change | 94,311 | $2.4M |
| Cowa, LLC | 0.64% | Add +17.7% | 94,287 | $2.4M |
| Arcataur Capital Management LLC | 0.59% | Add +1.0% | 93,655 | $2.4M |
| Segment Wealth Management, LLC | 0.12% | Add +14.2% | 89,480 | $2.3M |
| Paradigm, Strategies in Wealth Management, LLC | 1.37% | Reduce -12.5% | 88,949 | $2.2M |
| Fortis Capital Management LLC | 0.25% | Add +28.7% | 87,159 | $2.2M |
| Woodley Farra Manion Portfolio Management Inc. | 0.11% | Add +16.3% | 86,646 | $2.2M |
| Keeler Thomas Management LLC | 0.78% | Reduce -5.0% | 86,624 | $2.2M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -9.6% | 86,292 | $2.2M |
| Integrated Advisors Network LLC | 0.10% | Add +15.8% | 84,780 | $2.1M |
| Hills Bank & Trust Co | 0.09% | Add +388.5% | 82,444 | $2.1M |
| IFG Advisory, LLC | 0.07% | New | 80,005 | $2.0M |
| Park Avenue Securities LLC | 0.01% | Reduce -14.2% | 78,946 | $2.0M |
| Foundation Wealth Management, LLC | 1.22% | Add +2.7% | 78,232 | $2.0M |
| Riverchase Wealth Management, LLC | 0.92% | Add +12.6% | 77,898 | $2.0M |
| Wilkins Miller Wealth Management, LLC | 1.08% | Add +3.6% | 77,792 | $2.0M |
| Foundry Financial Group, Inc. | 0.84% | Add +0.4% | 76,597 | $1.9M |
| TFR Capital, LLC. | 0.54% | Add +20.7% | 76,496 | $1.9M |
| First Fiduciary Investment Counsel, Inc. | 0.36% | Add +3.4% | 75,233 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -1.3% | 74,617 | $1.9M |
| Fifth Third Bancorp | 0.00% | Add +8.5% | 71,728 | $1.8M |
| Equitable Holdings, Inc. | 0.01% | Add +2.4% | 70,773 | $1.8M |
| Meiji Yasuda Life Insurance Co | 0.06% | New | 70,000 | $1.8M |
| Wrapmanager Inc. | 0.55% | Reduce -9.2% | 69,515 | $1.8M |
| Reliant Wealth Planning | 0.48% | Add +1.0% | 69,355 | $1.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Add +7.9% | 69,017 | $1.7M |
| Weaver Consulting Group | 0.35% | New | 68,125 | $1.7M |
| Scissortail Wealth Management, LLC | 0.32% | Add +3.0% | 66,756 | $1.7M |
| Beacon Financial Group | 0.15% | Reduce -11.1% | 66,048 | $1.7M |
| Cove Private Wealth, LLC | 0.32% | Add +78.4% | 66,000 | $1.7M |
| Princeton Global Asset Management LLC | 0.23% | Reduce -1.4% | 62,335 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.7% | 61,655 | $1.6M |
| Bullock Wealth Management Group | 0.66% | Add +23.6% | 60,716 | $1.5M |
| Cyr Financial Inc. | 0.79% | Add +11.2% | 60,207 | $1.5M |
| Advance Capital Management, Inc. | 0.05% | Add +1.1% | 59,935 | $1.5M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.1% | 59,375 | $1.5M |
| Barrett & Company, Inc. | 0.42% | Add +26.9% | 59,062 | $1.5M |
| One Plus One Wealth Management, LLC | 0.65% | Reduce -0.6% | 58,657 | $1.5M |
| Meitav Investment House Ltd. | 0.01% | Reduce -11.4% | 58,123 | $1.5M |
| Jefferson Bridge Capital, LLC | 1.26% | Reduce -14.7% | 57,496 | $1.5M |
| Mendota Financial Group, LLC | 0.89% | Add +55.8% | 56,645 | $1.4M |
| BridgePort Financial Solutions, LLC | 0.36% | Reduce -3.4% | 56,409 | $1.4M |
| Jacobi Capital Management LLC | 0.07% | Add +23.0% | 56,027 | $1.4M |
| Smith, Moore & Co. | 0.09% | Reduce -2.9% | 55,736 | $1.4M |
| Cary Street Partners Financial LLC | 0.03% | Add +8.8% | 55,590 | $1.4M |
| Montecito Bank & Trust | 0.21% | Add +1.2% | 55,536 | $1.4M |
| Farther Finance Advisors, LLC | 0.01% | Add +5.3% | 55,489 | $1.4M |
| Gould Asset Management LLC | 0.22% | Add +2.6% | 55,045 | $1.4M |
| Beaumont Financial Advisors, LLC | 0.09% | Reduce -2.7% | 54,602 | $1.4M |
| Briggs Wealth Management, Inc | 1.26% | Reduce -4.6% | 54,595 | $1.4M |
| Baron Silver Stevens Financial Advisors, LLC | 0.17% | Add +13.3% | 54,236 | $1.4M |
| Jane Street Group, LLC | 0.00% | New | 53,843 | $1.4M |
| Clearstead Advisors, LLC | 0.01% | Add +2.0% | 53,227 | $1.3M |
| Gilbert Capital Group, Inc. | 0.93% | Reduce -9.3% | 52,547 | $1.3M |
| Signaturefd, LLC | 0.02% | Add +33.9% | 52,294 | $1.3M |
| One Day In July LLC | 0.09% | New | 51,786 | $1.3M |
| Old Mission Capital LLC | 0.03% | New | 50,118 | $1.3M |
| Meridian Wealth Management, LLC | 0.04% | Add +372.6% | 50,100 | $1.3M |
| AlTi Global, Inc. | 0.03% | No change | 49,825 | $1.3M |
| Drive Wealth Management, LLC | 0.22% | Reduce -0.2% | 49,213 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -24.4% | 49,199 | $1.2M |
| Farmers National Bank | 0.25% | Reduce -0.4% | 47,792 | $1.2M |
| Archford Capital Strategies, LLC | 0.12% | Reduce -5.5% | 47,731 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | Add +6.3% | 46,763 | $1.2M |
| Blue Square Asset Management, LLC | 0.47% | Reduce -0.9% | 46,387 | $1.2M |
| Valley Wealth Managers, Inc. | 0.07% | Reduce -3.0% | 46,359 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Add +10.3% | 46,298 | $1.2M |
| Wesbanco Bank Inc. | 0.03% | Reduce -10.8% | 45,558 | $1.2M |
| CGN Advisors LLC | 0.08% | Reduce -2.3% | 44,928 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -48.2% | 44,431 | $1.1M |
| Aspen Wealth Management LLC | 0.19% | Add +398.4% | 43,335 | $1.1M |
| Conrad Siegel Investment Advisors, Inc. | 0.17% | Add +1.7% | 42,071 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.04% | New | 39,943 | $1.0M |
| AQR Capital Management | 0.00% | New | 39,500 | $997K |
| Belpointe Asset Management LLC | 0.03% | Add +6.2% | 39,357 | $994K |
| XY Planning Network, Inc. | 0.12% | New | 38,881 | $982K |
| MidFirst Bank | 0.07% | Reduce -0.2% | 38,477 | $972K |
| First National Bank & Trust Co. of Newtown | 0.20% | Reduce -20.4% | 38,550 | $971K |
| Romano Brothers and Company | 0.10% | Add +2.2% | 38,389 | $969K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -40.1% | 37,604 | $945K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 37,112 | $937K |
| Cerity Partners LLC | 0.00% | Reduce -19.4% | 36,273 | $916K |
| Granite Harbor Advisors, Inc. | 0.36% | Reduce -17.9% | 35,476 | $896K |
| Balentine LLC | 0.03% | Add +1.1% | 35,460 | $895K |
| KOM Wealth Management Group, LLC | 0.54% | Add +31.0% | 35,173 | $888K |
| River's Edge Wealth Management, LLC | 0.77% | Add +1.4% | 34,566 | $871K |
| CVA Family Office, LLC | 0.08% | No change | 33,960 | $857K |
| Foundations Investment Advisors, LLC | 0.01% | Add +34.4% | 33,924 | $857K |
| Walleye Partners, LLC | 0.97% | Add +1.1% | 33,705 | $851K |
| 4J Wealth Management LLC | 0.41% | Add +8.5% | 33,460 | $845K |
| DecisionMap Wealth Management, LLC | 0.47% | Add +16.0% | 33,044 | $834K |
| Focused Alpha, LLC | 0.21% | Reduce -0.7% | 32,629 | $824K |
| Duncker Streett & Co. Inc. | 0.14% | Add +1.1% | 32,057 | $809K |
| Element Wealth, LLC | 0.30% | Reduce -0.8% | 31,959 | $807K |
| Schuylkill Financial LLC | 0.73% | — | 31,069 | $784K |
| Mosaic Family Wealth Partners, LLC | 0.05% | Add +19.5% | 31,021 | $783K |
| HORAN Wealth, LLC | 0.10% | Reduce -5.6% | 30,863 | $779K |
| MML Investors Services, LLC | 0.00% | Add +11.6% | 30,298 | $765K |
| Autumn Glory Partners, LLC | 0.21% | Add +8.8% | 29,977 | $757K |
| Brookstone Capital Management | 0.01% | Reduce -2.8% | 29,903 | $755K |
| StoneX Group Inc. | 0.03% | Add +57.2% | 29,888 | $755K |
| Summit Wealth Partners, LLC | 0.11% | Add +0.2% | 29,661 | $749K |
| Little House Capital LLC | 0.17% | Add +2.5% | 29,639 | $748K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.31% | Add +41.7% | 29,634 | $748K |
| Accretive Wealth Partners, LLC | 0.18% | Reduce -0.9% | 29,061 | $734K |
| Lee Financial Co | 0.09% | No change | 28,900 | $730K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.7% | 28,249 | $713K |
| Stokes Family Office, LLC | 0.08% | Add +20.9% | 27,165 | $686K |
| Dearborn Partners LLC | 0.04% | Add +10.2% | 27,078 | $684K |
| Straight Path Wealth Management | 0.16% | Add +27.3% | 26,838 | $678K |
| Baker Boyer National Bank | 0.19% | Reduce -1.2% | 26,706 | $674K |
| Van Hulzen Asset Management, LLC | 0.05% | Add +10.6% | 26,369 | $666K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 26,000 | $657K |
| Fiduciary Financial Advisors | 0.07% | New | 25,775 | $651K |
| Curbstone Financial Management Corp | 0.11% | Reduce -0.4% | 25,600 | $646K |
| Stockman Wealth Management, Inc. | 0.07% | Add +4.3% | 25,070 | $633K |
| ADG Wealth Management Group, LLC | 0.40% | Reduce -0.1% | 25,003 | $631K |
| Tableaux LLC | 0.26% | Reduce -11.1% | 24,526 | $619K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -33.7% | 24,523 | $619K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -8.2% | 24,435 | $616K |
| Beacon Financial Planning, Inc. | 0.21% | Add +45.8% | 24,288 | $613K |
| Redwood Financial Network Corp | 0.34% | Reduce -0.6% | 24,071 | $608K |
| Mgo One Seven LLC | 0.01% | Reduce -7.9% | 23,702 | $598K |
| Waverly Advisors, LLC | 0.00% | Add +109.3% | 23,227 | $586K |
| Alterna Wealth Management, Inc. | 0.33% | Reduce -43.1% | 22,965 | $580K |
| First Interstate Bank | 0.03% | No change | 22,940 | $579K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +6.8% | 22,361 | $565K |
| Cornerstone Wealth Advisors, Inc. | 0.12% | New | 22,250 | $562K |
| Atwater Malick LLC | 0.12% | Add +18.2% | 21,918 | $553K |
| American Trust | 0.04% | No change | 21,548 | $544K |
| WJ Wealth Management, LLC | 0.21% | Reduce -19.5% | 21,100 | $533K |
| Advisory Services Network, LLC | 0.01% | Add +17.4% | 20,905 | $528K |
| Johnson Bixby & Associates, LLC | 0.06% | Add +0.5% | 20,865 | $527K |
| Provenance Wealth Advisors, LLC | 0.05% | No change | 20,323 | $513K |
| Robinson Smith Wealth Advisors LLC | 0.30% | Add +0.2% | 20,048 | $506K |
| Gilbert & Cook, Inc. | 0.06% | No change | 19,460 | $491K |
| Ellis Investment Partners, LLC | 0.07% | Add +1.7% | 19,218 | $485K |
| Mutual Advisors, LLC | 0.01% | Add +0.9% | 19,127 | $483K |
| Round Rock Advisors LLC | 0.06% | No change | 18,302 | $462K |
| Schmidt P J Investment Management Inc. | 0.07% | No change | 18,132 | $458K |
| Ancora Advisors LLC | 0.01% | Add +0.0% | 17,999 | $454K |
| S.E.E.D. Planning Group LLC | 0.12% | New | 17,964 | $454K |
| Indivisible Partners | 0.03% | New | 17,705 | $447K |
| Robbins Farley | 0.17% | Add +0.2% | 17,647 | $446K |
| Alliance Wealth Advisors, LLC | 0.08% | Reduce -20.4% | 17,629 | $445K |
| Principal Securities, Inc. | 0.01% | Add +3.7% | 17,628 | $445K |
| Wiregrass Investment Management LLC | 0.29% | No change | 17,000 | $429K |
| Clearstead Trust, LLC | 0.06% | No change | 16,986 | $429K |
| Summit Trail Advisors, LLC | 0.01% | Add +27.7% | 16,350 | $413K |
| Simon Quick Advisors, LLC | 0.02% | No change | 16,343 | $413K |
| Moors & Cabot, Inc. | 0.02% | Add +5.8% | 16,261 | $411K |
| Bradley & Co. Private Wealth Management, LLC | 0.19% | No change | 16,139 | $408K |
| FF Advisors,LLC | 0.15% | Reduce -80.6% | 16,011 | $404K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.0% | 15,940 | $402K |
| Midland Wealth Advisors, LLC | 0.02% | Add +64.4% | 15,838 | $400K |
| Hurley Capital, LLC | 0.21% | Add +0.7% | 15,707 | $397K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -27.6% | 15,516 | $392K |
| American Money Management, LLC | 0.05% | Reduce -0.4% | 15,046 | $380K |
| Ledyard National Bank | 0.03% | No change | 14,923 | $377K |
| Crusonia Wealth Advisors LLC | 0.06% | Add +6.8% | 14,578 | $368K |
| 1900 Wealth Management LLC | 0.02% | No change | 13,819 | $349K |
| Patriot Investment Management Group, Inc. | 0.02% | Reduce -2.8% | 13,693 | $346K |
| Fortune Financial Group, Inc. | 0.27% | Add +3.0% | 13,582 | $343K |
| Physician Wealth Advisors, Inc. | 0.04% | Add +53.4% | 13,466 | $340K |
| Bank of New Hampshire | 0.07% | Reduce -3.3% | 13,400 | $338K |
| CIBC Bancorp USA Inc. | 0.00% | New | 13,360 | $337K |
| Trust Point Inc. | 0.03% | Add +44.3% | 13,267 | $335K |
| Valley Forge Investment Consultants Inc. Adv | 0.09% | No change | 13,247 | $334K |
| Cypress Wealth Services, LLC | 0.04% | No change | 13,171 | $333K |
| XML Financial, LLC | 0.02% | Reduce -4.3% | 13,168 | $332K |
| Koesten, Hirschmann & Crabtree, INC. | 0.14% | New | 13,139 | $332K |
| Naples Global Advisors, LLC | 0.02% | Reduce -3.0% | 13,095 | $331K |
| Susquehanna International Group, LLP | 0.00% | Reduce -94.6% | 13,077 | $330K |
| SageView Advisory Group, LLC | 0.01% | No change | 13,054 | $330K |
| Old Mission Investment Co LLC | 0.07% | No change | 12,973 | $328K |
| Koshinski Asset Management, Inc. | 0.02% | Add +8.3% | 12,846 | $324K |
| Farnam Financial LLC | 0.23% | Add +0.8% | 12,532 | $316K |
| Financial Advisory Corp | 0.04% | Add +2.9% | 12,443 | $314K |
| Nwam LLC | 0.02% | Add +0.8% | 12,276 | $310K |
| Kingsview Wealth Management, LLC | 0.00% | New | 12,266 | $310K |
| Black Swift Group, LLC | 0.04% | New | 12,225 | $309K |
| Ferguson Johnson Wealth Management Inc | 0.22% | No change | 12,210 | $308K |
| Next Level Wealth Planning, LLC | 0.13% | Add +22.4% | 11,901 | $301K |
| ProVise Management Group, LLC | 0.02% | New | 11,820 | $298K |
| Berkshire Money Management, Inc. | 0.03% | New | 11,687 | $295K |
| Sarver Vrooman Wealth Advisors | 0.17% | No change | 11,652 | $293K |
| GAMMA Investing LLC | 0.01% | Add +149.4% | 11,546 | $292K |
| Journey Advisory Group, LLC | 0.02% | No change | 11,500 | $290K |
| Rothschild Wealth LLC | 0.02% | No change | 11,390 | $288K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 11,200 | $283K |
| McGuire Investment Group, LLC | 0.02% | New | 11,158 | $282K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 11,100 | $280K |
| Spartan Wealth Advisory Services LLC | 0.02% | Reduce -49.4% | 10,790 | $272K |
| Seeds Investor LLC | 0.03% | Add +8.5% | 10,502 | $265K |
| Keystone Wealth Services, LLC | 0.05% | Reduce -3.0% | 10,402 | $263K |
| Dudley Capital Management, LLC | 0.10% | No change | 10,300 | $260K |
| Carson Advisory Inc. | 0.12% | No change | 10,265 | $259K |
| Highland Financial Advisors, LLC | 0.06% | No change | 10,162 | $257K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +8.3% | 10,147 | $256K |
| Pine Haven Investment Counsel, Inc | 0.17% | Add +7.5% | 10,050 | $254K |
| Spire Wealth Management | 0.01% | Add +3.6% | 9,593 | $242K |
| Betterment LLC | 0.00% | New | 9,544 | $241K |
| Gradient Capital Advisors, LLC | 0.06% | No change | 9,532 | $241K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 9,515 | $240K |
| Wealth Advisory Solutions, LLC | 0.05% | New | 9,353 | $236K |
| Vise Technologies, Inc. | 0.00% | New | 9,198 | $232K |
| Scott Capital Advisors, LLC | 0.04% | New | 9,117 | $230K |
| Aprio Wealth Management, LLC | 0.01% | Reduce -67.8% | 9,080 | $229K |
| Newman Dignan & Sheerar, Inc. | 0.04% | Reduce -1.9% | 9,077 | $229K |
| Community Financial Services Group, LLC | 0.03% | New | 9,112 | $229K |
| New England Private Wealth Advisors LLC | 0.02% | Add +1.5% | 9,040 | $227K |
| Shufro Rose & Co. LLC | 0.01% | New | 9,000 | $227K |
| Csenge Advisory Group | 0.01% | Add +0.1% | 8,973 | $227K |
| Arnold Financial Planning LLC | 0.17% | No change | 8,910 | $225K |
| KPP Advisory Services LLC | 0.03% | Add +11.3% | 8,870 | $224K |
| Harbour Investments, Inc. | 0.00% | Reduce -15.1% | 8,777 | $222K |
| Mayflower Financial Advisors, LLC | 0.02% | No change | 8,776 | $222K |
| Advisor OS, LLC | 0.01% | New | 8,653 | $218K |
| Wealthspire Advisors, LLC | 0.00% | No change | 8,639 | $218K |
| Anchor Capital Advisors LLC | 0.01% | No change | 8,604 | $217K |
| Whitener Capital Management, Inc. | 0.05% | Reduce -20.4% | 8,600 | $217K |
| Yoder Wealth Management, Inc. | 0.08% | New | 8,375 | $211K |
| Cooper/Haims Advisors, LLC | 0.09% | No change | 8,230 | $208K |
| Scotia Capital Inc. | 0.00% | No change | 8,100 | $205K |
| Alesco Advisors, LLC, An ESL Co | 0.00% | No change | 8,010 | $202K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 8,000 | $202K |
| Choreo, LLC | 0.00% | Reduce -2.6% | 7,998 | $202K |
| Bogart Wealth, LLC | 0.01% | Add +0.0% | 7,980 | $201K |
| AE Wealth Management LLC | 0.00% | Add +130.4% | 7,876 | $199K |
| Phillips Financial Management, LLC | 0.01% | No change | 7,523 | $190K |
| Private Trust Co. NA | 0.01% | Reduce -0.2% | 6,170 | $156K |
| FMR LLC | 0.00% | Reduce -21.1% | 6,000 | $152K |
| Align Financial, LLC | 0.06% | No change | 4,788 | $121K |
| Pittenger & Anderson Inc. | 0.00% | Add +92.1% | 4,140 | $105K |
| Anchor Bay Capital, Inc. | 0.06% | — | 4,145 | $104K |
| CNB Bank | 0.04% | Add +4.0% | 3,973 | $100K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 3,600 | $91K |
| NBH Bank | 0.04% | — | 3,374 | $85K |
| Truvestments Capital LLC | 0.01% | Reduce -37.0% | 3,203 | $81K |
| Ballast Advisors LLC | 0.02% | Add +148.3% | 2,972 | $75K |
| Addison Advisors LLC | 0.03% | Reduce -37.8% | 2,895 | $73K |
| Hyposwiss Advisors SA | 0.07% | Reduce -21.6% | 2,740 | $69K |
| Blue Trust, Inc. | 0.00% | Add +257.3% | 2,687 | $68K |
| International Assets Investment Management, LLC | 0.00% | No change | 2,690 | $68K |
| Trust Co | 0.01% | No change | 2,675 | $68K |
| Asset Dedication, LLC | 0.00% | Add +0.0% | 2,656 | $67K |
| Coastline Trust Co | 0.01% | No change | 2,565 | $65K |
| Front Row Advisors LLC | 0.02% | Add +46.9% | 2,350 | $59K |
| United Community Bank | 0.02% | Reduce -4.1% | 2,198 | $56K |
| Burkett Financial Services, LLC | 0.02% | Add +1.1% | 2,037 | $51K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 2,000 | $51K |
| Miller Global Investments, LLC | 0.04% | Reduce -28.6% | 1,995 | $50K |
| Aptus Capital Advisors, LLC | 0.00% | Add +225.9% | 1,910 | $48K |
| Legacy Bridge, LLC | 0.01% | No change | 1,900 | $48K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1,608 | $41K |
| Y.D. More Investments Ltd | 0.00% | Add +202.6% | 1,513 | $38K |
| Eastern Bank | 0.00% | Add +2.3% | 1,325 | $33K |
| JDM Financial Group LLC | 0.01% | New | 1,303 | $33K |
| JFS Wealth Advisors, LLC | 0.00% | New | 1,165 | $29K |
| Fairway Wealth LLC | 0.01% | New | 1,100 | $28K |
| Three Bearings Fiduciary Advisors, Inc. | 0.02% | No change | 974 | $25K |
| Maryland Capital Advisors Inc. | 0.01% | — | 865 | $22K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.1% | 804 | $20K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $20K |
| Vanguard Advisers Inc. | 0.00% | No change | 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 |
| Bank of Montreal | 0.00% | Reduce -81.8% | 600 | $15K |
| McGuire Capital Advisors Inc. | 0.01% | Add +2140.0% | 560 | $14K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 500 | $13K |
| First PREMIER Bank | 0.00% | No change | 302 | $8K |
| Logan Capital Management Inc. | 0.00% | — | 269 | $7K |
| Hoey Investments, Inc. | 0.00% | New | 135 | $3K |
| Evolution Wealth Management Inc. | 0.00% | New | 131 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 121 | $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.