iShares Ibonds Dec 2028 TermIBTIETF
13F holders, Q2 2024 (June 30)128holders +14
20new positions
5sold out
$21.39avg. 13F price*
At the end of Q2 2024, 128 institutions reported holding iShares Ibonds Dec 2028 Term (IBTI) in their 13F filings, up 14 from Q1 2024. 20 opened new positions and 5 sold out. The largest holders were Focus Partners Wealth ($34.9M), Wells Fargo & Company ($31.6M) and Atwood & Palmer Inc. ($20.5M).
- Company
- iShares Ibonds Dec 2028 Term
- CUSIP
- 46436E833
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $52.4M |
| Exits | 5 | $4.3M |
All 13F filers, Q1 2024 → Q2 2024: 4,721,015 shares bought and 1,290,364 shares sold, net +3,430,651 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 128 holders
| Focus Partners Wealth | 0.12% | New | 1,599,679 | $34.9M |
| Wells Fargo & Company | 0.01% | Add +1.5% | 1,445,842 | $31.6M |
| Atwood & Palmer Inc. | 1.55% | Add +1.4% | 939,700 | $20.5M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +7.2% | 896,876 | $19.6M |
| Horizon Advisory Services, Inc. | 8.00% | Add +3.7% | 766,076 | $16.7M |
| Stratos Wealth Partners, LTD. | 0.27% | Add +5.3% | 754,008 | $16.5M |
| Bank of America Corp. | 0.00% | Add +30.6% | 657,338 | $14.3M |
| Royal Bank of Canada | 0.00% | Add +80.8% | 656,662 | $14.3M |
| Journey Advisory Group, LLC | 1.58% | Add +24.2% | 605,120 | $13.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +2.2% | 552,283 | $12.1M |
| Confluence Investment Management LLC | 0.14% | Reduce -0.5% | 446,424 | $9.7M |
| Denver PWM, LLC | 3.68% | New | 422,723 | $9.2M |
| Trust Co | 1.16% | Add +11.7% | 412,001 | $9.0M |
| Pineridge Advisors LLC | 2.98% | Reduce -9.1% | 400,202 | $8.7M |
| Legacy Private Trust Co. | 0.58% | Add +20.6% | 376,792 | $8.2M |
| UBS Group AG | 0.00% | Add +13.6% | 370,342 | $8.1M |
| MKT Advisors LLC | 3.69% | Add +30.1% | 339,267 | $7.4M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +10.7% | 308,428 | $6.7M |
| Scissortail Wealth Management, LLC | 1.64% | Add +2.9% | 294,003 | $6.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.5% | 280,593 | $6.1M |
| Transcend Capital Advisors, LLC | 0.44% | Add +47.2% | 279,598 | $6.1M |
| Probity Advisors, Inc. | 1.08% | Add +34.1% | 238,633 | $5.2M |
| Truist Financial Corp. | 0.01% | Reduce -80.5% | 228,217 | $5.0M |
| LPL Financial LLC | 0.00% | Add +25.8% | 218,036 | $4.8M |
| NewEdge Advisors, LLC | 0.03% | Reduce -1.4% | 206,154 | $4.5M |
| Shelton Wealth Management, LLC | 2.47% | Add +45.6% | 189,245 | $4.1M |
| Raymond James & Associates | 0.00% | Add +9.7% | 182,985 | $4.0M |
| D.A. Davidson & Co. | 0.03% | Add +9.3% | 180,267 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +300.4% | 172,069 | $3.8M |
| Morgan Stanley | 0.00% | Add +22.7% | 160,037 | $3.5M |
| Carmel Capital Partners, LLC | 1.32% | Add +12.9% | 143,625 | $3.1M |
| CENTRAL TRUST Co | 0.07% | Add +32.7% | 140,059 | $3.1M |
| Global Retirement Partners, LLC | 0.09% | Add +0.0% | 138,781 | $3.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +128.6% | 229,989 | $2.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +16.6% | 128,799 | $2.8M |
| Asset Dedication, LLC | 0.19% | New | 127,395 | $2.8M |
| Stockman Wealth Management, Inc. | 0.46% | Add +18.5% | 119,180 | $2.6M |
| Park Avenue Securities LLC | 0.03% | Reduce -7.3% | 114,317 | $2.5M |
| Flow Traders U.S. LLC | 0.12% | Add +555.6% | 111,180 | $2.4M |
| SCS Capital Management LLC | 0.05% | Add +0.2% | 108,810 | $2.4M |
| Accretive Wealth Partners, LLC | 0.96% | Add +1.3% | 104,944 | $2.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +10.6% | 100,660 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +14.7% | 91,981 | $2.0M |
| Moseley Investment Management Inc. | 0.88% | Add +35.3% | 86,651 | $1.9M |
| MV Capital Management, Inc. | 0.21% | Add +1.9% | 86,000 | $1.9M |
| Allworth Financial LP | 0.01% | Reduce -17.5% | 84,094 | $1.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Add +33.9% | 76,886 | $1.7M |
| IFP Advisors, Inc | 0.06% | Add +104.9% | 73,787 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +40.9% | 71,739 | $1.6M |
| Boston Family Office LLC | 0.11% | New | 67,765 | $1.5M |
| Thoroughbred Financial Services, LLC | 0.09% | Add +57.7% | 64,082 | $1.4M |
| Reliant Wealth Planning | 0.58% | Add +87.6% | 57,647 | $1.3M |
| STAR Financial Bank | 0.92% | New | 54,757 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +13.2% | 53,935 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +103.3% | 53,692 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +25.4% | 51,940 | $1.1M |
| Associated Banc-Corp | 0.03% | Add +0.8% | 51,421 | $1.1M |
| Foundry Financial Group, Inc. | 0.77% | Add +29.6% | 51,119 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +5.9% | 50,290 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +30.9% | 43,175 | $943K |
| Austin Private Wealth, LLC | 0.09% | Add +43.6% | 36,856 | $805K |
| Kestra Advisory Services, LLC | 0.00% | Add +16.0% | 34,388 | $751K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.5% | 33,770 | $737K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -10.2% | 32,403 | $703K |
| Compass Ion Advisors, LLC | 0.09% | No change | 28,472 | $625K |
| Leo Wealth, LLC | 0.06% | Add +0.9% | 27,981 | $611K |
| Hara Capital LLC | 0.36% | Reduce -43.8% | 26,007 | $568K |
| Captrust Financial Advisors | 0.00% | Add +0.1% | 25,911 | $566K |
| Baird Financial Group, Inc. | 0.00% | Add +41.7% | 24,974 | $545K |
| Granite Harbor Advisors, Inc. | 0.35% | Add +2.5% | 24,860 | $543K |
| Strategic Blueprint, LLC | 0.04% | Add +17.2% | 23,578 | $515K |
| Snowden Capital Advisors LLC | 0.02% | Add +2.0% | 23,189 | $506K |
| Grant Street Asset Management, Inc. | 0.16% | New | 22,664 | $495K |
| Valmark Advisers, Inc. | 0.01% | Add +17.4% | 21,367 | $466K |
| United Capital Financial Advisors, LLC | 0.00% | Add +83.2% | 20,304 | $443K |
| Leavell Investment Management, Inc. | 0.02% | New | 20,100 | $439K |
| Krilogy Financial LLC | 0.03% | Reduce -31.5% | 20,084 | $438K |
| Cwm, LLC | 0.00% | Add +35.9% | 19,789 | $432K |
| Cerity Partners LLC | 0.00% | No change | 19,143 | $418K |
| Mendota Financial Group, LLC | 0.22% | Add +1.0% | 18,586 | $406K |
| Cary Street Partners Investment Advisory LLC | 0.02% | New | 18,372 | $401K |
| Duncker Streett & Co. Inc. | 0.08% | Add +9.5% | 17,898 | $391K |
| Apella Capital, LLC | 0.02% | New | 15,767 | $345K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.9% | 15,528 | $339K |
| Nottingham Advisors, Inc. | 0.04% | Reduce -49.2% | 15,458 | $337K |
| Signature Wealth Management Group | 0.14% | Add +6.7% | 14,184 | $310K |
| Apollon Wealth Management, LLC | 0.01% | Add +1.0% | 13,064 | $285K |
| KPP Advisory Services LLC | 0.07% | No change | 12,800 | $279K |
| Autumn Glory Partners, LLC | 0.14% | No change | 12,753 | $278K |
| Principal Securities, Inc. | 0.01% | No change | 12,209 | $267K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -0.1% | 11,652 | $254K |
| Lido Advisors, LLC | 0.00% | No change | 11,486 | $251K |
| Highland Financial Advisors, LLC | 0.09% | No change | 11,430 | $250K |
| Trinity Wealth Management, LLC | 0.12% | Add +4.8% | 11,077 | $242K |
| HighTower Advisors, LLC | 0.00% | Add +4.5% | 10,956 | $240K |
| Yoder Wealth Management, Inc. | 0.15% | Add +1.4% | 10,970 | $239K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | New | 10,637 | $232K |
| Prosperity Planning, Inc. | 0.08% | New | 10,288 | $225K |
| WASHINGTON TRUST Co | 0.01% | No change | 10,140 | $221K |
| 4J Wealth Management LLC | 0.18% | New | 10,110 | $221K |
| BCS Wealth Management | 0.10% | No change | 9,827 | $215K |
| Capital Investment Advisors, LLC | 0.00% | New | 9,369 | $205K |
| Barrett & Company, Inc. | 0.07% | No change | 7,250 | $158K |
| National Bank of Canada | 0.00% | New | 6,951 | $151K |
| United Community Bank | 0.06% | Add +3.6% | 6,765 | $148K |
| Element Wealth, LLC | 0.08% | No change | 6,384 | $139K |
| Private Trust Co. NA | 0.01% | No change | 5,654 | $123K |
| Spectrum Wealth Counsel, LLC | 0.01% | Add +72.0% | 5,247 | $115K |
| Gradient Investments LLC | 0.00% | Reduce -5.8% | 3,878 | $85K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 3,349 | $73K |
| First PREMIER Bank | 0.02% | No change | 2,997 | $65K |
| HM Payson & Co. | 0.00% | No change | 2,259 | $49K |
| Capital Analysts, LLC | 0.00% | No change | 2,080 | $45K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +306.4% | 1,857 | $41K |
| Robbins Farley | 0.02% | No change | 1,824 | $40K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 1,631 | $36K |
| Bank of Montreal | 0.00% | Add +1.0% | 1,616 | $35K |
| Laurel Wealth Advisors LLC | 0.01% | New | 1,450 | $32K |
| Blair William & Co. | 0.00% | New | 1,210 | $26K |
| Community Bank, N.A. | 0.00% | Reduce -35.7% | 845 | $18K |
| Comerica Bank | 0.00% | New | 782 | $17K |
| Strategic Financial Concepts, LLC | 0.01% | Add +2110.5% | 272,997 | $12K |
| US Bancorp \de | 0.00% | No change | 500 | $11K |
| JDM Financial Group LLC | 0.01% | Reduce -97.8% | 456 | $10K |
| Lowe Wealth Advisors, LLC | 0.00% | New | 102 | $2K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | New | 79 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 63 | $1K |
| FMR LLC | 0.00% | New | 1 | $22 |
"% 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.