iShares Ibonds Dec 2028 TermIBTIETF
13F holders, Q2 2026 (June 30)257holders +6
22new positions
13sold out
2famous investors
$22.14avg. 13F price*
At the end of Q2 2026, 257 institutions reported holding iShares Ibonds Dec 2028 Term (IBTI) in their 13F filings, up 6 from Q1 2026. 22 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($76.9M), Focus Partners Wealth ($75.9M) and Bank of America Corp. ($67.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Ibonds Dec 2028 Term
- CUSIP
- 46436E833
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $51.2M |
| Exits | 13 | $6.4M |
All 13F filers, Q1 2026 → Q2 2026: 9,173,615 shares bought and 3,415,230 shares sold, net +5,758,385 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 257 holders
| Morgan Stanley | 0.00% | Add +1.5% | 3,471,206 | $76.9M |
| Focus Partners Wealth | 0.08% | Add +0.2% | 3,426,968 | $75.9M |
| Bank of America Corp. | 0.00% | Add +12.1% | 3,057,130 | $67.7M |
| Stratos Wealth Advisors, LLC | 3.37% | Add +9211.0% | 2,769,082 | $61.3M |
| Mercer Global Advisors Inc. | 0.07% | Add +9.7% | 2,638,111 | $58.4M |
| Wells Fargo & Company | 0.01% | Reduce -37.0% | 1,914,158 | $42.4M |
| Arax Advisory Partners | 0.28% | New | 1,889,290 | $41.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -6.4% | 1,822,459 | $40.3M |
| Bailard, Inc. | 0.65% | Add +5.7% | 1,439,724 | $31.9M |
| UBS Group AG | 0.00% | Reduce -2.1% | 1,381,039 | $30.6M |
| Brookstone Capital Management | 0.31% | Add +1.4% | 1,373,314 | $30.4M |
| Financial Advisory Corp | 3.95% | Add +9.1% | 1,347,199 | $29.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.5% | 1,340,234 | $29.7M |
| Heartwood Wealth Advisors LLC | 2.25% | Add +1.1% | 1,306,170 | $28.9M |
| United Capital Financial Advisors, LLC | 0.15% | Add +7.0% | 1,264,630 | $28.0M |
| Asset Advisors Investment Management, LLC | 2.47% | Add +0.2% | 1,215,509 | $26.9M |
| BlackRock, Inc. | 0.00% | Add +76.2% | 1,194,096 | $26.4M |
| HM Payson & Co. | 0.35% | Add +13.1% | 1,184,748 | $26.2M |
| LPL Financial LLC | 0.01% | Add +6.7% | 1,110,186 | $24.6M |
| Stratos Wealth Partners, LTD. | 0.23% | Add +2.6% | 1,039,854 | $23.0M |
| Integrated Wealth Concepts LLC | 0.14% | Add +19.4% | 966,839 | $21.4M |
| Atwood & Palmer Inc. | 1.13% | Add +1.7% | 959,379 | $21.2M |
| Horizon Advisory Services, Inc. | 8.62% | Add +2.4% | 922,765 | $20.4M |
| Journey Advisory Group, LLC | 1.49% | Add +1.0% | 878,742 | $19.5M |
| MKT Advisors LLC | 5.77% | Add +4.8% | 841,610 | $18.6M |
| Baltimore-Washington Financial Advisors, Inc. | 0.69% | Add +4.8% | 829,783 | $18.4M |
| Ameriprise Financial Inc. | 0.00% | Add +0.2% | 804,732 | $17.8M |
| OneAscent Financial Services LLC | 0.82% | Add +2.6% | 775,624 | $17.2M |
| Denver PWM, LLC | 5.31% | Add +10.3% | 734,257 | $16.2M |
| Krilogy Financial LLC | 0.42% | Add +7.3% | 642,965 | $14.2M |
| Legacy Private Trust Co. | 0.72% | Add +6.0% | 580,762 | $12.9M |
| Stifel Financial Corp. | 0.01% | Add +0.5% | 557,388 | $12.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -4.9% | 547,014 | $12.1M |
| Royal Bank of Canada | 0.00% | Reduce -42.4% | 541,584 | $12.0M |
| Scissortail Wealth Management, LLC | 2.24% | Add +1.6% | 526,299 | $11.7M |
| Trust Co | 1.02% | Add +0.4% | 511,055 | $11.3M |
| Wealth Management Strategies, Inc. | 4.38% | Add +6.5% | 506,332 | $11.2M |
| Shelton Wealth Management, LLC | 4.30% | Add +7.1% | 490,978 | $10.9M |
| BIP Wealth, LLC | 0.31% | Add +112.3% | 488,074 | $10.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.14% | Add +20.4% | 467,062 | $10.3M |
| Carmel Capital Partners, LLC | 3.32% | Add +55.8% | 453,564 | $10.0M |
| Eight 31 Financial, LLC | 5.64% | Add +2.7% | 428,466 | $9.5M |
| MV Capital Management, Inc. | 0.83% | Add +1.5% | 424,248 | $9.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +23.1% | 399,155 | $8.8M |
| Titleist Asset Management, LLC | 0.59% | Reduce -28.8% | 398,119 | $8.8M |
| NewEdge Advisors, LLC | 0.03% | Add +12.1% | 392,340 | $8.7M |
| Osaic Holdings, Inc. | 0.01% | Add +1.6% | 391,165 | $8.7M |
| Snowden Capital Advisors LLC | 0.20% | Reduce -0.9% | 378,862 | $8.4M |
| D.A. Davidson & Co. | 0.04% | Add +12.8% | 349,431 | $7.7M |
| Northstar Group, Inc. | 1.03% | Add +7.8% | 348,639 | $7.7M |
| Baird Financial Group, Inc. | 0.01% | Add +10.1% | 313,944 | $7.0M |
| CENTRAL TRUST Co | 0.12% | Add +6.3% | 302,583 | $6.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -1.8% | 300,782 | $6.7M |
| Rebalance, LLC | 0.35% | Add +11.0% | 297,936 | $6.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.6% | 294,724 | $6.5M |
| Boston Family Office LLC | 0.39% | Add +8.8% | 289,372 | $6.4M |
| Old Port Advisors | 1.18% | Add +76.0% | 269,246 | $6.0M |
| Asset Dedication, LLC | 0.35% | Add +19.6% | 249,289 | $5.5M |
| Stockman Wealth Management, Inc. | 0.53% | Add +3.1% | 230,063 | $5.1M |
| Fca Corp. | 1.25% | Add +1.8% | 228,370 | $5.1M |
| Apella Capital, LLC | 0.07% | Add +11.8% | 217,581 | $4.8M |
| Global Retirement Partners, LLC | 0.07% | — | 213,171 | $4.7M |
| IFP Advisors, Inc | 0.08% | Add +12.4% | 210,382 | $4.7M |
| Oak Family Advisors, LLC | 1.27% | Reduce -27.3% | 199,346 | $4.4M |
| Accretive Wealth Partners, LLC | 1.07% | Add +22.1% | 198,458 | $4.4M |
| Leavell Investment Management, Inc. | 0.15% | Add +7.4% | 191,149 | $4.2M |
| Colton Groome Financial Advisors, LLC | 0.98% | Reduce -13.4% | 183,617 | $4.1M |
| Signaturefd, LLC | 0.05% | Add +4.0% | 179,960 | $4.0M |
| Portland Global Advisors LLC | 0.37% | Add +8.2% | 175,459 | $3.9M |
| Belpointe Asset Management LLC | 0.13% | Add +8.4% | 174,270 | $3.9M |
| Howland Capital Management LLC | 0.13% | Add +18.7% | 165,757 | $3.7M |
| Atlantic Private Wealth, LLC | 2.24% | Add +15548.0% | 165,243 | $3.7M |
| Sanctuary Advisors, LLC | 0.02% | Add +21.1% | 157,821 | $3.5M |
| Lantz Financial LLC | 0.63% | Add +15.8% | 156,113 | $3.5M |
| Midwest Professional Planners, LTD. | 0.68% | Add +31.2% | 155,906 | $3.5M |
| Parallel Advisors, LLC | 0.05% | Add +7.8% | 154,073 | $3.4M |
| Thoroughbred Financial Services, LLC | 0.16% | Reduce -5.9% | 151,702 | $3.4M |
| Chatham Capital Group, Inc. | 0.42% | Add +0.9% | 149,365 | $3.3M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +1.4% | 149,209 | $3.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +9.7% | 139,429 | $3.1M |
| Cornerstone Planning, LLC | 0.71% | Add +2.0% | 139,140 | $3.1M |
| Probity Advisors, Inc. | 0.44% | Reduce -46.4% | 138,205 | $3.1M |
| Allworth Financial LP | 0.01% | Add +1.3% | 137,666 | $3.0M |
| Park Avenue Securities LLC | 0.02% | Add +18.7% | 133,775 | $3.0M |
| SCS Capital Management LLC | 0.03% | Reduce -1.2% | 129,890 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +22.7% | 126,255 | $2.8M |
| Jim Saulnier & Associates, LLC | 1.11% | Reduce -1.2% | 125,153 | $2.8M |
| Cetera Investment Advisers | 0.00% | Reduce -1.6% | 121,723 | $2.7M |
| Atria Investments, Inc | 0.03% | Add +4.7% | 120,644 | $2.7M |
| Capital Investment Advisors, LLC | 0.04% | Add +2.8% | 119,829 | $2.7M |
| Captrust Financial Advisors | 0.00% | Add +5.7% | 114,451 | $2.5M |
| Astra Wealth Partners LLC | 1.41% | New | 113,992 | $2.5M |
| Penobscot Investment Management Company, Inc. | 0.16% | No change | 106,465 | $2.4M |
| Transcend Capital Advisors, LLC | 0.16% | No change | 106,150 | $2.4M |
| Valmark Advisers, Inc. | 0.02% | Add +32.9% | 105,712 | $2.3M |
| Hughes Financial Services, LLC | 0.30% | Add +3.2% | 103,191 | $2.3M |
| Gould Asset Management LLC | 0.34% | Add +2.3% | 96,460 | $2.1M |
| Reliant Wealth Planning | 0.59% | Add +4.2% | 96,139 | $2.1M |
| Essential Planning, LLC. | 0.57% | Reduce -0.8% | 91,472 | $2.0M |
| TFR Capital, LLC. | 0.56% | Reduce -3.0% | 89,777 | $2.0M |
"% of holder's portfolio" is IBTI's weight in each manager's 13F, not the share of iShares Ibonds Dec 2028 Term the manager owns.