iShares Ibonds Dec 2028 MuniIBMQETF
13F holders, Q3 2025 (September 30)163holders +8
18new positions
9sold out
1famous investor
$25.64avg. 13F price*
At the end of Q3 2025, 163 institutions reported holding iShares Ibonds Dec 2028 Muni (IBMQ) in their 13F filings, up 8 from Q2 2025. 18 opened new positions and 9 sold out. The largest holders were Bank of America Corp. ($54.2M), Vishria Bird Financial Group, LLC ($29.3M) and Clearstead Advisors, LLC ($23.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2028 Muni
- CUSIP
- 46435U325
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $7.3M |
| Exits | 9 | $7.1M |
All 13F filers, Q2 2025 → Q3 2025: 2,628,821 shares bought and 1,198,250 shares sold, net +1,430,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 163 holders
| Bank of America Corp. | 0.00% | Add +2.2% | 2,115,244 | $54.2M |
| Vishria Bird Financial Group, LLC | 5.76% | Add +7086.2% | 1,144,685 | $29.3M |
| Clearstead Advisors, LLC | 0.34% | Add +2.4% | 913,028 | $23.4M |
| Mercer Global Advisors Inc. | 0.04% | Add +5.1% | 900,305 | $23.1M |
| US Bancorp \de | 0.02% | Add +2.5% | 752,846 | $19.3M |
| HighTower Advisors, LLC | 0.02% | Add +1.5% | 663,349 | $17.0M |
| Wells Fargo & Company | 0.00% | Add +17.5% | 533,968 | $13.7M |
| NewEdge Advisors, LLC | 0.05% | Add +4.1% | 452,997 | $11.6M |
| LBMC Investment Advisors, LLC | 0.72% | Add +16.7% | 438,507 | $11.2M |
| Hengehold Capital Management LLC | 0.86% | Add +1.7% | 393,232 | $10.1M |
| Hills Bank & Trust Co | 0.58% | Add +0.6% | 384,643 | $9.9M |
| Morgan Stanley | 0.00% | Add +92.7% | 371,681 | $9.5M |
| Howland Capital Management LLC | 0.35% | Add +6.5% | 360,520 | $9.2M |
| UBS Group AG | 0.00% | Add +3.6% | 347,341 | $8.9M |
| Covington Investment Advisors Inc. | 1.05% | Add +1.4% | 312,670 | $8.0M |
| Kathmere Capital Management, LLC | 0.56% | Add +2.7% | 309,280 | $7.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +56.5% | 289,818 | $7.4M |
| LPL Financial LLC | 0.00% | Add +4.4% | 277,002 | $7.1M |
| Heartwood Wealth Advisors LLC | 0.62% | Add +2.4% | 258,906 | $6.6M |
| Praetorian Wealth Management, Inc. | 1.27% | Reduce -0.1% | 241,939 | $6.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.09% | Add +26.5% | 229,069 | $5.9M |
| Lido Advisors, LLC | 0.02% | Add +10.0% | 204,122 | $5.2M |
| Stifel Financial Corp. | 0.00% | Add +3.0% | 199,583 | $5.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -30.1% | 167,668 | $4.3M |
| Stratos Wealth Advisors, LLC | 0.21% | Add +70.7% | 167,004 | $4.3M |
| CENTRAL TRUST Co | 0.08% | Add +0.2% | 151,385 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -84.2% | 133,015 | $3.4M |
| Quantum Financial Advisors, LLC | 0.41% | Add +48.7% | 129,646 | $3.3M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +430.3% | 124,435 | $3.2M |
| Integrated Wealth Concepts LLC | 0.03% | Add +4.8% | 120,555 | $3.1M |
| Cypress Point Wealth Management, LLC | 0.62% | No change | 119,536 | $3.1M |
| United Capital Financial Advisors, LLC | 0.02% | Add +11.2% | 119,179 | $3.1M |
| Sound View Wealth Advisors Group, LLC | 0.18% | Reduce -8.4% | 102,895 | $2.6M |
| Leavell Investment Management, Inc. | 0.11% | Add +98.0% | 99,849 | $2.6M |
| Cyndeo Wealth Partners, LLC | 0.14% | Reduce -0.5% | 96,764 | $2.5M |
| Coldstream Capital Management Inc. | 0.03% | Add +14.4% | 96,079 | $2.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -15.6% | 95,469 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +0.2% | 92,956 | $2.4M |
| Confluence Investment Management LLC | 0.03% | Reduce -8.1% | 90,909 | $2.3M |
| Benjamin Edwards Inc. | 0.03% | Add +9.3% | 89,452 | $2.3M |
| Woodmont Investment Counsel LLC | 0.14% | Reduce -11.2% | 85,231 | $2.2M |
| Legacy Private Trust Co. | 0.13% | No change | 82,149 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.6% | 68,631 | $1.8M |
| Focus Partners Wealth | 0.00% | No change | 62,843 | $1.6M |
| Atlantic Union Bankshares Corp | 0.03% | Reduce -0.9% | 62,586 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Add +4.8% | 62,492 | $1.6M |
| Spinnaker Trust | 0.08% | Add +10.4% | 59,614 | $1.5M |
| Capital Investment Advisors, LLC | 0.03% | Add +1.5% | 59,431 | $1.5M |
| Granite Harbor Advisors, Inc. | 0.59% | Add +33.0% | 54,599 | $1.4M |
| RIA Advisory Group LLC | 0.36% | Add +9.0% | 54,028 | $1.4M |
| Sentinel Pension Advisors, LLC | 0.21% | Add +0.6% | 51,533 | $1.3M |
| Phillips Financial Management, LLC | 0.08% | Add +2.4% | 49,154 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +80.9% | 48,854 | $1.3M |
| Newman Dignan & Sheerar, Inc. | 0.27% | No change | 48,256 | $1.2M |
| Signature Wealth Management Group | 0.47% | Reduce -1.1% | 46,985 | $1.2M |
| Summit Financial, LLC | 0.02% | New | 46,487 | $1.2M |
| Evergreen Private Wealth LLC | 0.47% | Add +2.9% | 45,095 | $1.2M |
| Envision Financial Planning, LLC | 0.47% | Reduce -48.3% | 43,652 | $1.1M |
| Assetmark, Inc. | 0.00% | Add +103.5% | 41,605 | $1.1M |
| Quantinno Capital Management LP | 0.00% | New | 40,048 | $1.0M |
| Crews Bank & Trust | 0.14% | Add +20.0% | 37,782 | $969K |
| Osaic Holdings, Inc. | 0.00% | Add +0.1% | 36,664 | $940K |
| Glenview Trust Co | 0.01% | No change | 36,400 | $933K |
| GC Wealth Management RIA, LLC | 0.03% | Add +14.2% | 35,638 | $914K |
| Baird Financial Group, Inc. | 0.00% | Add +252.2% | 35,224 | $903K |
| Aspen Wealth Management LLC | 0.20% | New | 34,929 | $896K |
| Cwm, LLC | 0.00% | Reduce -12.1% | 34,609 | $887K |
| Cetera Investment Advisers | 0.00% | Add +0.7% | 34,339 | $880K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +19.8% | 33,883 | $869K |
| Roof Eidam Maycock Peralta, LLC | 0.20% | Add +0.1% | 31,833 | $816K |
| Snowden Capital Advisors LLC | 0.02% | No change | 31,000 | $795K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.1% | 30,232 | $775K |
| Godshalk Welsh Capital Management, Inc. | 0.43% | Add +13.8% | 29,300 | $751K |
| Blue Square Asset Management, LLC | 0.32% | Reduce -2.7% | 28,386 | $728K |
| WJ Wealth Management, LLC | 0.32% | Reduce -28.3% | 28,107 | $718K |
| Regions Financial Corp. | 0.00% | Reduce -2.0% | 26,536 | $680K |
| Financial Advisory Corp | 0.10% | Reduce -4.3% | 26,085 | $669K |
| IFP Advisors, Inc | 0.02% | Reduce -18.0% | 25,069 | $643K |
| Gryphon Financial Partners LLC | 0.07% | No change | 24,940 | $639K |
| Mariner, LLC | 0.00% | Add +66.8% | 24,252 | $622K |
| Brookstone Capital Management | 0.01% | Add +111.3% | 23,854 | $612K |
| CFS Investment Advisory Services, LLC | 0.04% | Reduce -2.7% | 23,654 | $605K |
| Paradigm, Strategies in Wealth Management, LLC | 0.37% | Reduce -1.5% | 22,554 | $578K |
| Citadel Advisors | 0.00% | New | 22,318 | $572K |
| FF Advisors,LLC | 0.26% | Reduce -2.0% | 20,875 | $535K |
| 10Elms LLP | 0.54% | Add +6.3% | 20,360 | $522K |
| Parallel Advisors, LLC | 0.01% | Add +24.1% | 20,199 | $518K |
| Client 1ST Advisory Group, LLC | 0.17% | No change | 19,920 | $511K |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.7% | 19,186 | $492K |
| Curbstone Financial Management Corp | 0.09% | New | 18,750 | $481K |
| Captrust Financial Advisors | 0.00% | Reduce -8.7% | 18,118 | $465K |
| Smith, Moore & Co. | 0.04% | Add +27.9% | 18,117 | $465K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.0% | 18,069 | $463K |
| Private Advisor Group, LLC | 0.00% | Add +105.8% | 17,962 | $461K |
| Rossmore Private Capital | 0.05% | Add +28.8% | 17,887 | $459K |
| Creative Planning | 0.00% | New | 17,635 | $452K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -13.1% | 17,077 | $438K |
| Postrock Partners LLC | 0.19% | No change | 16,841 | $432K |
| First National Trust Co | 0.01% | Add +15.4% | 16,655 | $427K |
| Klingman & Associates, LLC | 0.02% | Reduce -9.3% | 16,404 | $421K |
| Sonata Capital Group Inc. | 0.15% | New | 16,025 | $411K |
| Meridian Wealth Management, LLC | 0.01% | Add +14.3% | 14,801 | $379K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.7% | 14,709 | $377K |
| Sax Wealth Advisors, LLC | 0.02% | Add +11.0% | 14,693 | $377K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 14,559 | $373K |
| Droms Strauss Advisors Inc. /Mo/ | 0.11% | Reduce -8.0% | 14,202 | $364K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 13,967 | $358K |
| Passive Capital Management, LLC. | 0.12% | No change | 13,803 | $354K |
| James Investment Research, Inc. | 0.04% | No change | 13,800 | $354K |
| Trust Co | 0.04% | No change | 13,728 | $352K |
| Jim Saulnier & Associates, LLC | 0.20% | Add +0.6% | 13,695 | $351K |
| Sanctuary Advisors, LLC | 0.00% | Add +13.1% | 13,393 | $343K |
| First Affirmative Financial Network | 0.16% | Add +0.0% | 13,086 | $336K |
| Archford Capital Strategies, LLC | 0.04% | No change | 13,065 | $335K |
| TPG Advisors LLC | 0.22% | Add +42.7% | 13,049 | $335K |
| Peloton Wealth Strategists | 0.13% | No change | 13,000 | $333K |
| WealthBridge Capital Management, LLC | 0.08% | Add +1.6% | 12,942 | $332K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 12,459 | $319K |
| Atwater Malick LLC | 0.09% | Add +9.0% | 11,899 | $305K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 11,666 | $299K |
| Freestone Capital Holdings, LLC | 0.01% | New | 11,495 | $295K |
| Moneco Advisors, LLC | 0.02% | No change | 10,933 | $280K |
| Wick Capital Partners, LLC | 0.06% | New | 10,524 | $270K |
| Commonwealth Financial Services, LLC | 0.05% | Reduce -0.9% | 10,274 | $263K |
| Nestegg Advisors, Inc. | 0.23% | Reduce -24.2% | 10,030 | $257K |
| Leo Wealth, LLC | 0.03% | New | 9,915 | $254K |
| Jones Financial Companies LLLP | 0.00% | Add +0.4% | 9,819 | $252K |
| Penobscot Investment Management Company, Inc. | 0.02% | Add +21.9% | 9,750 | $250K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +18.9% | 9,552 | $245K |
| Segment Wealth Management, LLC | 0.01% | No change | 9,500 | $244K |
| Arrow Financial Corp | 0.02% | No change | 9,448 | $242K |
| PGIM Custom Harvest LLC | 0.00% | Reduce -19.3% | 9,193 | $236K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -52.3% | 9,109 | $234K |
| Cary Street Partners Financial LLC | 0.01% | Add +14.2% | 9,086 | $233K |
| Cornell Pochily Investment Advisors, Inc. | 0.07% | Add +9.6% | 8,820 | $226K |
| Private Trust Co. NA | 0.02% | Reduce -0.8% | 8,809 | $226K |
| Schmidt P J Investment Management Inc. | 0.04% | No change | 8,562 | $220K |
| Goldman Sachs Group Inc. | 0.00% | No change | 8,456 | $217K |
| Flow Traders U.S. LLC | 0.01% | Reduce -13.2% | 8,393 | $215K |
| Accretive Wealth Partners, LLC | 0.07% | Add +1.3% | 8,379 | $215K |
| Beaumont Asset Management, L.L.C. | 0.10% | New | 8,030 | $206K |
| Wealthspire Advisors, LLC | 0.00% | New | 7,819 | $200K |
| CNB Bank | 0.08% | New | 7,637 | $196K |
| Comerica Bank | 0.00% | Add +14.4% | 6,735 | $173K |
| Hughes Financial Services, LLC | 0.02% | No change | 5,930 | $151K |
| Bank of New Hampshire | 0.03% | No change | 4,770 | $122K |
| Valley National Advisers Inc. | 0.02% | Add +0.6% | 3,967 | $101K |
| FMR LLC | 0.00% | Add +37.3% | 2,805 | $72K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,725 | $70K |
| Global Retirement Partners, LLC | 0.00% | New | 2,688 | $69K |
| American Capital Advisory, LLC | 0.03% | No change | 2,217 | $57K |
| Barrett & Company, Inc. | 0.02% | No change | 1,794 | $46K |
| Harbour Investments, Inc. | 0.00% | Add +342.5% | 1,301 | $33K |
| Addison Advisors LLC | 0.01% | No change | 995 | $26K |
| Rialto Wealth Management, LLC | 0.01% | No change | 828 | $21K |
| Allworth Financial LP | 0.00% | No change | 813 | $21K |
| Asset Dedication, LLC | 0.00% | Reduce -59.9% | 803 | $21K |
| Stephens Consulting, LLC | 0.00% | No change | 313 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | New | 258 | $7K |
| BlackRock, Inc. | 0.00% | No change | 150 | $4K |
| Caldwell Trust Co | 0.00% | No change | 40 | $1K |
| Evolution Wealth Management Inc. | 0.00% | New | 38 | $974 |
| Principal Securities, Inc. | 0.00% | No change | 20 | $513 |
"% of holder's portfolio" is IBMQ's weight in each manager's 13F, not the share of iShares Ibonds Dec 2028 Muni the manager owns.