iShares Ibonds Dec 2028 TermIBTIETF
13F holders, Q3 2024 (September 30)143holders +15
22new positions
7sold out
$22.79avg. 13F price*
At the end of Q3 2024, 143 institutions reported holding iShares Ibonds Dec 2028 Term (IBTI) in their 13F filings, up 15 from Q2 2024. 22 opened new positions and 7 sold out. The largest holders were Focus Partners Wealth ($43.7M), Wells Fargo & Company ($36.8M) and NewEdge Advisors, LLC ($23.2M).
- Company
- iShares Ibonds Dec 2028 Term
- CUSIP
- 46436E833
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $35.0M |
| Exits | 7 | $1.6M |
All 13F filers, Q2 2024 → Q3 2024: 6,309,538 shares bought and 1,026,109 shares sold, net +5,283,429 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 143 holders
| Focus Partners Wealth | 0.14% | Add +21.4% | 1,942,726 | $43.7M |
| Wells Fargo & Company | 0.01% | Add +13.2% | 1,635,947 | $36.8M |
| NewEdge Advisors, LLC | 0.15% | Add +400.0% | 1,030,736 | $23.2M |
| Stifel Financial Corp. | 0.02% | Add +1800.3% | 1,024,921 | $23.1M |
| Atwood & Palmer Inc. | 1.55% | Add +7.5% | 1,009,904 | $22.7M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +6.7% | 957,005 | $21.5M |
| Benjamin Edwards Inc. | 0.27% | New | 809,648 | $18.2M |
| Horizon Advisory Services, Inc. | 8.01% | Add +1.9% | 780,662 | $17.6M |
| Stratos Wealth Partners, LTD. | 0.26% | Add +3.4% | 779,325 | $17.5M |
| Bank of America Corp. | 0.00% | Add +7.1% | 704,026 | $15.8M |
| Royal Bank of Canada | 0.00% | Add +6.8% | 701,164 | $15.8M |
| Confluence Investment Management LLC | 0.21% | Add +52.8% | 682,066 | $15.4M |
| Journey Advisory Group, LLC | 1.58% | No change | 605,120 | $13.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +2.3% | 564,825 | $12.7M |
| Denver PWM, LLC | 3.79% | Add +4.8% | 442,838 | $10.0M |
| UBS Group AG | 0.00% | Add +18.9% | 440,478 | $9.9M |
| Trust Co | 1.16% | Add +4.4% | 430,148 | $9.7M |
| Mercer Global Advisors Inc. | 0.02% | Add +81.7% | 417,868 | $9.4M |
| Legacy Private Trust Co. | 0.62% | Add +8.2% | 407,515 | $9.2M |
| MKT Advisors LLC | 3.96% | Add +10.9% | 376,209 | $8.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +114.9% | 369,761 | $8.3M |
| Moseley Investment Management Inc. | 3.28% | Add +321.1% | 364,920 | $8.2M |
| Pineridge Advisors LLC | 2.79% | Reduce -18.0% | 328,229 | $7.4M |
| Scissortail Wealth Management, LLC | 1.76% | Reduce -99.9% | 422 | $7.3M |
| LPL Financial LLC | 0.00% | Add +35.6% | 295,567 | $6.7M |
| Snowden Capital Advisors LLC | 0.20% | Add +1171.3% | 294,790 | $6.6M |
| Steward Partners Investment Advisory, LLC | 0.06% | Reduce -4.4% | 294,787 | $6.6M |
| Probity Advisors, Inc. | 1.17% | Add +14.0% | 272,061 | $6.1M |
| Transcend Capital Advisors, LLC | 0.41% | Reduce -3.8% | 269,098 | $6.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.7% | 245,003 | $5.5M |
| Shelton Wealth Management, LLC | 2.85% | Add +17.7% | 222,715 | $5.0M |
| D.A. Davidson & Co. | 0.04% | Add +15.2% | 207,651 | $4.7M |
| Raymond James & Associates | 0.00% | Add +12.0% | 205,012 | $4.6M |
| Baltimore-Washington Financial Advisors, Inc. | 0.25% | New | 202,339 | $4.6M |
| Fca Corp. | 1.33% | New | 192,276 | $4.3M |
| CENTRAL TRUST Co | 0.10% | Add +33.0% | 186,344 | $4.2M |
| Morgan Stanley | 0.00% | Add +8.2% | 173,136 | $3.9M |
| Carmel Capital Partners, LLC | 1.41% | Add +13.4% | 162,850 | $3.7M |
| Truist Financial Corp. | 0.01% | Reduce -35.6% | 147,057 | $3.3M |
| Global Retirement Partners, LLC | 0.09% | Add +0.0% | 138,795 | $3.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +6.9% | 137,720 | $3.1M |
| Stockman Wealth Management, Inc. | 0.48% | Add +14.2% | 136,149 | $3.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +157.4% | 133,700 | $3.0M |
| IFP Advisors, Inc | 0.11% | Add +77.0% | 130,611 | $2.9M |
| Thoroughbred Financial Services, LLC | 0.17% | Add +79.4% | 114,975 | $2.6M |
| SCS Capital Management LLC | 0.05% | Add +0.2% | 108,994 | $2.5M |
| MV Capital Management, Inc. | 0.26% | Add +26.1% | 108,453 | $2.4M |
| Accretive Wealth Partners, LLC | 1.01% | Add +1.8% | 106,812 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | New | 105,821 | $2.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | No change | 100,660 | $2.3M |
| Park Avenue Securities LLC | 0.02% | Reduce -14.9% | 97,251 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.8% | 93,590 | $2.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Add +18.5% | 91,089 | $2.0M |
| Asset Dedication, LLC | 0.14% | Reduce -29.6% | 89,748 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +58.9% | 85,336 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +17.0% | 83,920 | $1.9M |
| STAR Financial Bank | 1.21% | Add +46.3% | 80,098 | $1.8M |
| Allworth Financial LP | 0.01% | Reduce -4.8% | 80,041 | $1.8M |
| Boston Family Office LLC | 0.12% | Add +11.5% | 75,559 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | Add +45.5% | 73,145 | $1.6M |
| Reliant Wealth Planning | 0.67% | Add +18.8% | 68,489 | $1.5M |
| Associated Banc-Corp | 0.04% | Add +9.7% | 56,404 | $1.3M |
| HRT Financial LP | 0.01% | New | 52,565 | $1.2M |
| Foundry Financial Group, Inc. | 0.73% | Add +2.3% | 52,302 | $1.2M |
| Jim Saulnier & Associates, LLC | 1.10% | — | 50,128 | $1.1M |
| Northstar Group, Inc. | 0.20% | New | 49,865 | $1.1M |
| Cary Street Partners Investment Advisory LLC | 0.04% | Add +135.6% | 43,292 | $974K |
| Strategic Blueprint, LLC | 0.06% | Add +67.6% | 39,507 | $889K |
| Leavell Investment Management, Inc. | 0.04% | Add +94.1% | 39,018 | $878K |
| HighTower Advisors, LLC | 0.00% | Add +240.0% | 37,247 | $838K |
| Austin Private Wealth, LLC | 0.08% | Reduce -5.5% | 34,823 | $784K |
| Flow Traders U.S. LLC | 0.04% | Reduce -68.7% | 34,804 | $783K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.3% | 34,487 | $776K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.0% | 34,449 | $775K |
| United Capital Financial Advisors, LLC | 0.01% | Add +68.0% | 34,119 | $768K |
| Leo Wealth, LLC | 0.07% | Add +13.9% | 31,867 | $717K |
| Cwm, LLC | 0.00% | Add +46.4% | 28,976 | $652K |
| Valmark Advisers, Inc. | 0.01% | Add +33.6% | 28,542 | $642K |
| Compass Ion Advisors, LLC | 0.08% | No change | 28,472 | $641K |
| Krilogy Financial LLC | 0.04% | Add +35.2% | 27,145 | $611K |
| Granite Harbor Advisors, Inc. | 0.35% | Add +6.0% | 26,344 | $593K |
| Mendota Financial Group, LLC | 0.27% | Add +33.6% | 24,828 | $559K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.1% | 24,460 | $550K |
| Grant Street Asset Management, Inc. | 0.15% | Add +1.0% | 22,884 | $515K |
| Goldman Sachs Group Inc. | 0.00% | New | 19,823 | $446K |
| Hara Capital LLC | 0.27% | Reduce -26.2% | 19,203 | $432K |
| Cerity Partners LLC | 0.00% | No change | 19,143 | $431K |
| Captrust Financial Advisors | 0.00% | Reduce -26.4% | 19,066 | $429K |
| Duncker Streett & Co. Inc. | 0.07% | No change | 17,898 | $403K |
| Apollon Wealth Management, LLC | 0.01% | Add +22.6% | 16,019 | $361K |
| Apella Capital, LLC | 0.01% | Add +0.6% | 15,868 | $356K |
| Atria Investments, Inc | 0.00% | New | 15,414 | $347K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.5% | 14,673 | $330K |
| Lido Advisors, LLC | 0.00% | Add +25.3% | 14,386 | $324K |
| Signature Wealth Management Group | 0.13% | Add +1.2% | 14,350 | $323K |
| MML Investors Services, LLC | 0.00% | New | 14,028 | $316K |
| Principal Securities, Inc. | 0.01% | Add +9.1% | 13,322 | $300K |
| Cary Street Partners Asset Management LLC | 0.04% | New | 13,055 | $294K |
| Susquehanna International Group, LLP | 0.00% | New | 13,008 | $293K |
| CFS Investment Advisory Services, LLC | 0.02% | Add +10.0% | 12,822 | $289K |
| KPP Advisory Services LLC | 0.07% | No change | 12,800 | $288K |
| Autumn Glory Partners, LLC | 0.11% | No change | 12,753 | $287K |
| Strategic Financial Concepts, LLC | 0.09% | Reduce -95.5% | 12,350 | $278K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +14.4% | 12,164 | $274K |
| Jacobi Capital Management LLC | 0.02% | New | 12,012 | $270K |
| Heartland Bank & Trust Co | 0.15% | New | 11,964 | $269K |
| Bank of New York Mellon Corp | 0.00% | New | 11,800 | $266K |
| 4J Wealth Management LLC | 0.20% | Add +13.9% | 11,515 | $259K |
| Highland Financial Advisors, LLC | 0.09% | No change | 11,430 | $257K |
| Trinity Wealth Management, LLC | 0.11% | No change | 11,077 | $249K |
| Cambridge Financial Group, LLC | 0.10% | New | 11,068 | $249K |
| Yoder Wealth Management, Inc. | 0.15% | No change | 10,970 | $247K |
| Pinnacle Bancorp, Inc. | 0.06% | New | 10,000 | $225K |
| BCS Wealth Management | 0.09% | No change | 9,827 | $221K |
| National Bank of Canada | 0.00% | Add +39.5% | 9,697 | $218K |
| Barrett & Company, Inc. | 0.09% | Add +33.2% | 9,656 | $217K |
| Capital Investment Advisors, LLC | 0.00% | No change | 9,369 | $211K |
| Johnson Bixby & Associates, LLC | 0.03% | New | 9,192 | $207K |
| WASHINGTON TRUST Co | 0.01% | Reduce -25.1% | 7,600 | $171K |
| Element Wealth, LLC | 0.08% | Add +8.0% | 6,894 | $155K |
| United Community Bank | 0.06% | No change | 6,765 | $152K |
| Private Trust Co. NA | 0.01% | No change | 5,654 | $127K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 5,247 | $118K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 3,351 | $75K |
| First PREMIER Bank | 0.02% | No change | 2,997 | $67K |
| US Bancorp \de | 0.00% | Add +450.0% | 2,750 | $62K |
| Parallel Advisors, LLC | 0.00% | New | 2,731 | $61K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +24.8% | 2,317 | $52K |
| HM Payson & Co. | 0.00% | No change | 2,259 | $51K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -93.2% | 2,220 | $50K |
| Capital Analysts, LLC | 0.00% | No change | 2,080 | $47K |
| Robbins Farley | 0.02% | No change | 1,824 | $41K |
| Bank of Montreal | 0.00% | Add +1.0% | 1,632 | $37K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 1,631 | $37K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 1,450 | $33K |
| AllSquare Wealth Management LLC | 0.02% | New | 1,330 | $30K |
| Blair William & Co. | 0.00% | No change | 1,210 | $27K |
| Eastern Bank | 0.00% | New | 953 | $21K |
| Comerica Bank | 0.00% | No change | 782 | $18K |
| Creative Financial Designs Inc. | 0.00% | New | 189 | $4K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 102 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 63 | $1K |
| Costello Asset Management, INC | 0.00% | New | 20 | $450 |
"% 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.