iShares Ibonds Dec 2028 TermIBTIETF
13F holders, Q4 2024 (December 31)166holders +23
31new positions
11sold out
$21.90avg. 13F price*
At the end of Q4 2024, 166 institutions reported holding iShares Ibonds Dec 2028 Term (IBTI) in their 13F filings, up 23 from Q3 2024. 31 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($70.8M), Focus Partners Wealth ($45.0M) and Wells Fargo & Company ($43.5M).
- Company
- iShares Ibonds Dec 2028 Term
- CUSIP
- 46436E833
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $21.3M |
| Exits | 11 | $5.0M |
All 13F filers, Q3 2024 → Q4 2024: 9,340,999 shares bought and 1,341,551 shares sold, net +7,999,448 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 166 holders
| Morgan Stanley | 0.01% | Add +1767.8% | 3,233,787 | $70.8M |
| Focus Partners Wealth | 0.12% | Add +5.7% | 2,054,210 | $45.0M |
| Wells Fargo & Company | 0.01% | Add +21.4% | 1,985,841 | $43.5M |
| Bank of America Corp. | 0.00% | Add +150.0% | 1,759,845 | $38.5M |
| NewEdge Advisors, LLC | 0.21% | Add +52.6% | 1,572,636 | $34.4M |
| Raymond James Financial Inc. | 0.01% | — | 1,317,442 | $28.9M |
| Atwood & Palmer Inc. | 1.63% | Add +7.3% | 1,083,810 | $23.7M |
| Stratos Wealth Partners, LTD. | 0.30% | Add +21.8% | 948,981 | $20.8M |
| Horizon Advisory Services, Inc. | 10.08% | Add +3.0% | 804,081 | $17.6M |
| Stifel Financial Corp. | 0.02% | Reduce -27.9% | 738,507 | $16.2M |
| UBS Group AG | 0.00% | Add +53.6% | 676,724 | $14.8M |
| Denver PWM, LLC | 5.26% | Add +40.0% | 620,067 | $13.6M |
| Confluence Investment Management LLC | 0.19% | Reduce -10.6% | 610,084 | $13.4M |
| Journey Advisory Group, LLC | 1.58% | No change | 605,120 | $13.2M |
| Benjamin Edwards Inc. | 0.19% | Reduce -26.9% | 591,437 | $13.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.4% | 572,936 | $12.5M |
| Baltimore-Washington Financial Advisors, Inc. | 0.61% | Add +165.6% | 537,362 | $11.8M |
| Essential Planning, LLC. | 0.07% | New | 500,007 | $11.0M |
| MKT Advisors LLC | 4.65% | Add +29.6% | 487,460 | $10.7M |
| Mercer Global Advisors Inc. | 0.03% | Add +15.5% | 482,618 | $10.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +27.4% | 471,153 | $10.3M |
| Trust Co | 1.18% | Add +8.8% | 468,141 | $10.3M |
| Royal Bank of Canada | 0.00% | Reduce -35.3% | 453,624 | $9.9M |
| Legacy Private Trust Co. | 0.65% | Add +11.0% | 452,318 | $9.9M |
| Moseley Investment Management Inc. | 3.25% | Add +4.2% | 380,302 | $8.3M |
| LPL Financial LLC | 0.00% | Add +22.4% | 361,796 | $7.9M |
| Probity Advisors, Inc. | 1.45% | Add +26.8% | 344,974 | $7.6M |
| Snowden Capital Advisors LLC | 0.23% | Add +13.0% | 333,096 | $7.3M |
| Scissortail Wealth Management, LLC | 1.86% | Add +78686.5% | 332,479 | $7.3M |
| Wealth Management Strategies, Inc. | 5.32% | — | 317,678 | $7.0M |
| Pineridge Advisors LLC | 2.50% | Reduce -8.1% | 301,527 | $6.6M |
| Shelton Wealth Management, LLC | 3.56% | Add +33.1% | 296,543 | $6.5M |
| Steward Partners Investment Advisory, LLC | 0.06% | Reduce -0.1% | 294,427 | $6.4M |
| CENTRAL TRUST Co | 0.13% | Add +27.4% | 237,446 | $5.2M |
| D.A. Davidson & Co. | 0.04% | Add +10.0% | 228,435 | $5.0M |
| Transcend Capital Advisors, LLC | 0.36% | Reduce -15.2% | 228,248 | $5.0M |
| Carmel Capital Partners, LLC | 1.97% | Add +36.7% | 222,608 | $4.9M |
| Park Avenue Securities LLC | 0.05% | Add +127.1% | 220,849 | $4.8M |
| IFP Advisors, Inc | 0.15% | Add +60.7% | 209,899 | $4.6M |
| Fca Corp. | 1.35% | Add +2.6% | 197,307 | $4.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -20.1% | 195,858 | $4.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +30.3% | 174,224 | $3.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +12.4% | 154,767 | $3.4M |
| Stockman Wealth Management, Inc. | 0.52% | Add +10.3% | 150,180 | $3.3M |
| MV Capital Management, Inc. | 0.33% | Add +31.0% | 142,057 | $3.1M |
| Northstar Group, Inc. | 0.54% | Add +182.7% | 140,955 | $3.1M |
| Global Retirement Partners, LLC | 0.09% | Add +0.0% | 138,815 | $3.0M |
| Osaic Holdings, Inc. | 0.01% | Add +55.1% | 132,376 | $2.9M |
| Thoroughbred Financial Services, LLC | 0.17% | Add +9.6% | 126,019 | $2.8M |
| Cornerstone Planning, LLC | 1.01% | — | 120,926 | $2.6M |
| Integrated Wealth Concepts LLC | 0.03% | Add +57.1% | 114,901 | $2.5M |
| Krilogy Financial LLC | 0.17% | Add +323.1% | 114,861 | $2.5M |
| Sanctuary Advisors, LLC | 0.02% | Add +3.7% | 109,704 | $2.4M |
| SCS Capital Management LLC | 0.05% | Add +0.2% | 109,239 | $2.4M |
| Truist Financial Corp. | 0.00% | Reduce -26.2% | 108,542 | $2.4M |
| Accretive Wealth Partners, LLC | 1.01% | Add +1.3% | 108,180 | $2.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Add +18.6% | 108,069 | $2.4M |
| Atria Investments, Inc | 0.03% | Add +581.1% | 104,993 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +24.9% | 104,853 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +11.3% | 104,117 | $2.3M |
| Allworth Financial LP | 0.01% | Add +19.8% | 95,851 | $2.1M |
| Boston Family Office LLC | 0.13% | Add +18.0% | 89,192 | $2.0M |
| Leo Wealth, LLC | 0.17% | Add +177.0% | 88,260 | $1.9M |
| STAR Financial Bank | 1.33% | Add +5.4% | 84,429 | $1.8M |
| Reliant Wealth Planning | 0.83% | Add +17.6% | 80,568 | $1.8M |
| Jim Saulnier & Associates, LLC | 1.34% | Add +41.7% | 71,016 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Add +148.1% | 70,807 | $1.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -32.4% | 68,021 | $1.5M |
| United Capital Financial Advisors, LLC | 0.01% | Add +91.6% | 65,373 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Add +157.2% | 62,908 | $1.4M |
| Asset Advisors Investment Management, LLC | 0.14% | New | 62,555 | $1.4M |
| Associated Banc-Corp | 0.04% | Add +4.8% | 59,128 | $1.3M |
| Foundry Financial Group, Inc. | 0.78% | Add +10.0% | 57,528 | $1.3M |
| Leavell Investment Management, Inc. | 0.06% | Add +46.2% | 57,046 | $1.2M |
| Signaturefd, LLC | 0.02% | New | 51,269 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +168.3% | 51,163 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +11.1% | 41,372 | $906K |
| Capital Investment Advisors, LLC | 0.02% | Add +331.4% | 40,419 | $885K |
| Strategic Blueprint, LLC | 0.05% | Add +1.9% | 40,252 | $882K |
| BlackRock, Inc. | 0.00% | New | 39,336 | $862K |
| Howland Capital Management LLC | 0.04% | New | 37,949 | $831K |
| Cary Street Partners Financial LLC | 0.03% | — | 37,869 | $829K |
| Granite Harbor Advisors, Inc. | 0.45% | Add +42.5% | 37,547 | $822K |
| Consolidated Portfolio Review Corp | 0.13% | New | 37,302 | $817K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.1% | 36,883 | $808K |
| Austin Private Wealth, LLC | 0.07% | Add +3.3% | 35,958 | $788K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -5.7% | 32,530 | $713K |
| Cwm, LLC | 0.00% | Add +9.3% | 31,672 | $694K |
| Compass Ion Advisors, LLC | 0.07% | No change | 28,472 | $624K |
| Duncker Streett & Co. Inc. | 0.11% | Add +50.0% | 26,855 | $588K |
| Grant Street Asset Management, Inc. | 0.13% | Add +1.3% | 23,179 | $508K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.51% | New | 21,914 | $480K |
| Straight Path Wealth Management | 0.18% | New | 21,228 | $465K |
| Cerity Partners LLC | 0.00% | Add +10.0% | 21,057 | $461K |
| Evexia Wealth LLC | 0.14% | New | 18,905 | $414K |
| Midwest Professional Planners, LTD. | 0.12% | New | 18,582 | $407K |
| Creative Planning | 0.00% | New | 18,316 | $401K |
| MAI Capital Management | 0.00% | New | 18,242 | $400K |
| Independent Advisor Alliance | 0.01% | New | 18,034 | $395K |
| Signature Wealth Management Group | 0.16% | Add +25.2% | 17,972 | $394K |
| Heartland Bank & Trust Co | 0.21% | Add +49.1% | 17,835 | $391K |
| Thrivent Financial for Lutherans | 0.00% | Add +18.6% | 17,407 | $382K |
| Koss-Olinger Consulting, LLC | 0.03% | New | 17,400 | $381K |
| Apella Capital, LLC | 0.01% | Add +1.3% | 16,072 | $352K |
| Jacobi Capital Management LLC | 0.03% | Add +33.6% | 16,052 | $352K |
| Trinity Wealth Management, LLC | 0.15% | Add +36.1% | 15,078 | $330K |
| Barrett & Company, Inc. | 0.14% | Add +54.0% | 14,865 | $326K |
| Hara Capital LLC | 0.20% | Reduce -25.5% | 14,300 | $313K |
| MML Investors Services, LLC | 0.00% | Add +1.4% | 14,227 | $312K |
| Pinnacle Bancorp, Inc. | 0.10% | Add +41.3% | 14,127 | $309K |
| KPP Advisory Services LLC | 0.07% | Add +7.8% | 13,800 | $302K |
| Montecito Bank & Trust | 0.05% | New | 13,794 | $302K |
| Principal Securities, Inc. | 0.01% | Add +0.7% | 13,413 | $294K |
| Fullcircle Wealth LLC | 0.12% | New | 13,319 | $292K |
| Crews Bank & Trust | 0.05% | — | 13,205 | $289K |
| Bank of New York Mellon Corp | 0.00% | Add +11.2% | 13,117 | $287K |
| CFS Investment Advisory Services, LLC | 0.03% | Add +1.6% | 13,027 | $285K |
| Autumn Glory Partners, LLC | 0.14% | Add +1.1% | 12,888 | $282K |
| Strategic Financial Concepts, LLC | 0.05% | No change | 12,350 | $271K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -1.1% | 12,030 | $264K |
| Highland Financial Advisors, LLC | 0.09% | No change | 11,430 | $250K |
| Cambridge Financial Group, LLC | 0.10% | No change | 11,068 | $242K |
| Yoder Wealth Management, Inc. | 0.13% | No change | 10,970 | $240K |
| LBMC Investment Advisors, LLC | 0.02% | New | 10,524 | $231K |
| Mendota Financial Group, LLC | 0.15% | Reduce -57.8% | 10,484 | $230K |
| National Bank of Canada | 0.00% | Add +5.1% | 10,195 | $223K |
| Private Trust Co. NA | 0.02% | Add +77.6% | 10,039 | $220K |
| Safeguard Financial, LLC | 0.05% | New | 9,892 | $217K |
| BCS Wealth Management | 0.05% | No change | 9,827 | $215K |
| Berger Financial Group, Inc | 0.01% | New | 9,601 | $210K |
| Element Wealth, LLC | 0.11% | Add +36.3% | 9,395 | $206K |
| WASHINGTON TRUST Co | 0.01% | No change | 7,600 | $166K |
| Kestra Investment Management, LLC | 0.01% | New | 7,063 | $155K |
| Physician Wealth Advisors, Inc. | 0.02% | New | 6,230 | $136K |
| Asset Dedication, LLC | 0.01% | Reduce -93.1% | 6,154 | $135K |
| Spectrum Wealth Counsel, LLC | 0.01% | Reduce -1.0% | 5,195 | $114K |
| Montag A & Associates Inc. | 0.00% | New | 4,504 | $99K |
| Comerica Bank | 0.00% | Add +469.2% | 4,451 | $97K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 3,354 | $73K |
| Stonebridge Financial Group, LLC | 0.01% | — | 3,255 | $71K |
| First PREMIER Bank | 0.02% | Add +3.1% | 3,091 | $68K |
| US Bancorp \de | 0.00% | Add +10.9% | 3,050 | $67K |
| TD Waterhouse Canada Inc. | 0.00% | New | 2,746 | $60K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +0.6% | 2,331 | $51K |
| HM Payson & Co. | 0.00% | No change | 2,259 | $49K |
| AllSquare Wealth Management LLC | 0.03% | Add +69.5% | 2,255 | $49K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 2,150 | $47K |
| Capital Analysts, LLC | 0.00% | No change | 2,080 | $46K |
| 2UniFi Bank | 0.03% | — | 1,913 | $42K |
| PSI Advisors, LLC | 0.01% | New | 1,900 | $42K |
| Old Second National Bank of Aurora | 0.01% | New | 1,825 | $40K |
| Robbins Farley | 0.02% | No change | 1,824 | $40K |
| Bank of Montreal | 0.00% | Add +1.3% | 1,653 | $36K |
| Parallel Advisors, LLC | 0.00% | Reduce -40.0% | 1,640 | $36K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 1,450 | $32K |
| Blair William & Co. | 0.00% | No change | 1,210 | $27K |
| Towne Trust Company, N.A | 0.01% | New | 1,150 | $25K |
| Harbour Investments, Inc. | 0.00% | New | 1,134 | $25K |
| Horizons Wealth Management | 0.02% | New | 1,054 | $23K |
| Eastern Bank | 0.00% | Reduce -0.3% | 950 | $21K |
| Venturi Wealth Management, LLC | 0.00% | New | 751 | $16K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -74.0% | 576 | $13K |
| JPMorgan Chase & Co. | 0.00% | New | 238 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 189 | $4K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 63 | $1K |
| Costello Asset Management, INC | 0.00% | No change | 20 | $444 |
"% 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.