iShares Ibonds Dec 2028 TermIBTIETF
13F holders, Q1 2024 (March 31)114holders
1famous investor
$21.93avg. 13F price*
At the end of Q1 2024, 114 institutions reported holding iShares Ibonds Dec 2028 Term (IBTI) in their 13F filings. The largest holders were Wells Fargo & Company ($31.2M), Truist Financial Corp. ($25.6M) and InterOcean Capital Group, LLC ($22.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $23.9M |
| Exits | 4 | $10.7M |
Ownership 114 holders
| Wells Fargo & Company | 0.01% | Reduce -7.9% | 1,424,662 | $31.2M |
| Truist Financial Corp. | 0.04% | Reduce -1.0% | 1,167,937 | $25.6M |
| InterOcean Capital Group, LLC | 0.53% | Add +123.7% | 1,009,848 | $22.2M |
| Atwood & Palmer Inc. | 1.54% | Add +12.8% | 926,905 | $20.3M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +39.6% | 836,710 | $18.4M |
| Horizon Advisory Services, Inc. | 7.54% | — | 738,598 | $16.2M |
| Stratos Wealth Partners, LTD. | 0.26% | Add +5.4% | 716,245 | $15.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +14.3% | 540,405 | $11.9M |
| Bank of America Corp. | 0.00% | Add +90.2% | 503,274 | $11.0M |
| Journey Advisory Group, LLC | 1.32% | Add +19.2% | 487,303 | $10.7M |
| Confluence Investment Management LLC | 0.13% | Add +1.0% | 448,617 | $9.8M |
| Pineridge Advisors LLC | 3.40% | Reduce -6.0% | 440,185 | $9.7M |
| Trust Co | 1.06% | Add +13.5% | 368,736 | $8.1M |
| Royal Bank of Canada | 0.00% | Add +8.8% | 363,191 | $8.0M |
| UBS Group AG | 0.00% | Add +149.9% | 325,878 | $7.1M |
| Legacy Private Trust Co. | 0.50% | New | 312,481 | $6.9M |
| Ameriprise Financial Inc. | 0.00% | Add +13.3% | 293,781 | $6.4M |
| Scissortail Wealth Management, LLC | 1.66% | Reduce -0.3% | 285,830 | $6.3M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +3.3% | 278,730 | $6.1M |
| MKT Advisors LLC | 3.08% | Add +188.2% | 260,693 | $5.6M |
| NewEdge Advisors, LLC | 0.04% | Add +3.4% | 209,019 | $4.6M |
| Transcend Capital Advisors, LLC | 0.33% | Add +35.9% | 189,925 | $4.2M |
| Probity Advisors, Inc. | 0.81% | Add +89.0% | 177,897 | $3.9M |
| LPL Financial LLC | 0.00% | Reduce -23.6% | 173,330 | $3.8M |
| Raymond James & Associates | 0.00% | Reduce -7.3% | 166,876 | $3.7M |
| D.A. Davidson & Co. | 0.03% | Add +35.6% | 164,906 | $3.6M |
| Global Retirement Partners, LLC | 0.11% | Add +48.0% | 138,765 | $3.0M |
| Morgan Stanley | 0.00% | Add +151.2% | 130,471 | $2.9M |
| Shelton Wealth Management, LLC | 1.79% | Add +47.7% | 129,988 | $2.9M |
| Carmel Capital Partners, LLC | 1.15% | New | 127,232 | $2.8M |
| Park Avenue Securities LLC | 0.03% | Reduce -12.1% | 123,281 | $2.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +27.3% | 110,470 | $2.4M |
| SCS Capital Management LLC | 0.05% | New | 108,620 | $2.4M |
| CENTRAL TRUST Co | 0.06% | Add +111.0% | 105,534 | $2.3M |
| Accretive Wealth Partners, LLC | 0.99% | Add +7.4% | 103,602 | $2.2M |
| Allworth Financial LP | 0.02% | Reduce -32.9% | 101,916 | $2.2M |
| Mercer Global Advisors Inc. | 0.01% | New | 100,615 | $2.2M |
| Stockman Wealth Management, Inc. | 0.39% | Add +29.5% | 100,558 | $2.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | New | 91,000 | $2.0M |
| MV Capital Management, Inc. | 0.21% | Add +49.6% | 84,354 | $1.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +68.9% | 80,222 | $1.8M |
| Moseley Investment Management Inc. | 0.70% | Add +57.4% | 64,065 | $1.4M |
| Citadel Advisors | 0.00% | New | 62,456 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -15.8% | 61,788 | $1.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +50.0% | 57,427 | $1.3M |
| Associated Banc-Corp | 0.04% | Add +3.8% | 50,986 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +156.6% | 50,920 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +3.7% | 47,628 | $1.0M |
| Integrated Wealth Concepts LLC | 0.02% | Add +56.3% | 47,493 | $1.0M |
| Hara Capital LLC | 0.61% | Add +58.0% | 46,231 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | New | 45,088 | $989K |
| Envestnet Asset Management Inc. | 0.00% | Add +22.8% | 42,972 | $943K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +17.6% | 41,403 | $908K |
| Thoroughbred Financial Services, LLC | 0.09% | Add +90.5% | 40,628 | $891K |
| Foundry Financial Group, Inc. | 0.62% | Add +77.5% | 39,443 | $865K |
| IFP Advisors, Inc | 0.03% | Add +0.3% | 36,004 | $790K |
| Farther Finance Advisors, LLC | 0.05% | New | 36,091 | $786K |
| Jane Street Group, LLC | 0.00% | New | 32,991 | $724K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +26.1% | 32,951 | $723K |
| Reliant Wealth Planning | 0.32% | Add +11.2% | 30,722 | $674K |
| Nottingham Advisors, Inc. | 0.08% | Reduce -50.6% | 30,443 | $668K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.1% | 29,650 | $650K |
| Krilogy Financial LLC | 0.05% | Reduce -26.5% | 29,327 | $643K |
| Compass Ion Advisors, LLC | 0.09% | Add +21.1% | 28,472 | $625K |
| Leo Wealth, LLC | 0.06% | Add +9.6% | 27,723 | $608K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.1% | 26,414 | $579K |
| Lincoln National Corp. | 0.01% | New | 26,247 | $576K |
| Captrust Financial Advisors | 0.00% | Add +42.9% | 25,895 | $568K |
| Austin Private Wealth, LLC | 0.06% | Add +87.1% | 25,672 | $559K |
| Granite Harbor Advisors, Inc. | 0.36% | Add +129.7% | 24,264 | $532K |
| Snowden Capital Advisors LLC | 0.02% | Add +30.0% | 22,726 | $498K |
| JDM Financial Group LLC | 0.34% | Add +12.4% | 21,006 | $461K |
| Strategic Blueprint, LLC | 0.03% | New | 20,120 | $441K |
| Cerity Partners LLC | 0.00% | Add +21.8% | 19,143 | $420K |
| Mendota Financial Group, LLC | 0.24% | Add +55.6% | 18,400 | $404K |
| Valmark Advisers, Inc. | 0.01% | New | 18,199 | $399K |
| Baird Financial Group, Inc. | 0.00% | New | 17,622 | $387K |
| Flow Traders U.S. LLC | 0.02% | Reduce -81.1% | 16,959 | $372K |
| Duncker Streett & Co. Inc. | 0.07% | No change | 16,343 | $358K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -16.1% | 16,150 | $354K |
| Cwm, LLC | 0.00% | Reduce -71.1% | 14,559 | $319K |
| Signature Wealth Management Group | 0.13% | New | 13,295 | $287K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.6% | 12,932 | $284K |
| KPP Advisory Services LLC | 0.08% | New | 12,800 | $281K |
| Autumn Glory Partners, LLC | 0.14% | No change | 12,753 | $280K |
| Strategic Financial Concepts, LLC | 0.07% | New | 12,350 | $271K |
| Principal Securities, Inc. | 0.01% | Add +8.1% | 12,209 | $268K |
| CFS Investment Advisory Services, LLC | 0.04% | Reduce -23.1% | 11,664 | $256K |
| Lido Advisors, LLC | 0.00% | No change | 11,486 | $252K |
| Highland Financial Advisors, LLC | 0.10% | No change | 11,430 | $251K |
| United Capital Financial Advisors, LLC | 0.00% | New | 11,081 | $243K |
| Yoder Wealth Management, Inc. | 0.15% | Reduce -12.9% | 10,820 | $237K |
| Trinity Wealth Management, LLC | 0.12% | New | 10,574 | $232K |
| HighTower Advisors, LLC | 0.00% | Add +2.0% | 10,479 | $230K |
| WASHINGTON TRUST Co | 0.01% | New | 10,140 | $222K |
| BCS Wealth Management | 0.07% | No change | 9,827 | $216K |
| Barrett & Company, Inc. | 0.08% | Add +291.9% | 7,250 | $159K |
| United Community Bank | 0.06% | New | 6,530 | $143K |
| Element Wealth, LLC | 0.08% | New | 6,384 | $140K |
| Private Trust Co. NA | 0.01% | No change | 5,654 | $124K |
"% 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.