iShares Ibonds Dec 2028 TermIBTIETF
13F holders, Q1 2025 (March 31)186holders +20
29new positions
7sold out
1famous investor
$22.24avg. 13F price*
At the end of Q1 2025, 186 institutions reported holding iShares Ibonds Dec 2028 Term (IBTI) in their 13F filings, up 20 from Q4 2024. 29 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($76.4M), Focus Partners Wealth ($54.8M) and Wells Fargo & Company ($53.8M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $51.6M |
| Exits | 7 | $13.7M |
All 13F filers, Q4 2024 → Q1 2025: 6,949,837 shares bought and 2,178,895 shares sold, net +4,770,942 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 186 holders
| Morgan Stanley | 0.01% | Add +6.1% | 3,431,630 | $76.4M |
| Focus Partners Wealth | 0.14% | Add +20.0% | 2,464,221 | $54.8M |
| Wells Fargo & Company | 0.01% | Add +21.8% | 2,419,563 | $53.8M |
| Bank of America Corp. | 0.00% | Add +17.4% | 2,065,116 | $45.9M |
| NewEdge Advisors, LLC | 0.20% | Reduce -4.9% | 1,495,732 | $33.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -8.2% | 1,209,605 | $26.9M |
| Atwood & Palmer Inc. | 1.75% | Add +4.6% | 1,133,823 | $25.2M |
| Stratos Wealth Partners, LTD. | 0.34% | Add +5.1% | 996,970 | $22.2M |
| Horizon Advisory Services, Inc. | 10.40% | Add +2.7% | 826,003 | $18.4M |
| UBS Group AG | 0.00% | Add +15.9% | 784,529 | $17.5M |
| Journey Advisory Group, LLC | 1.42% | Add +28.6% | 778,448 | $17.3M |
| Financial Advisory Corp | 2.73% | New | 741,664 | $16.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +46.9% | 691,944 | $15.4M |
| Denver PWM, LLC | 5.52% | Add +11.2% | 689,290 | $15.3M |
| Baltimore-Washington Financial Advisors, Inc. | 0.72% | Add +11.8% | 600,982 | $13.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +3.0% | 589,810 | $13.1M |
| Mercer Global Advisors Inc. | 0.03% | Add +9.4% | 528,120 | $11.8M |
| LPL Financial LLC | 0.00% | Add +39.6% | 505,230 | $11.2M |
| MKT Advisors LLC | 5.22% | Add +2.5% | 499,428 | $11.1M |
| Royal Bank of Canada | 0.00% | Add +9.5% | 496,891 | $11.1M |
| Trust Co | 1.30% | Add +4.7% | 490,343 | $10.9M |
| Legacy Private Trust Co. | 0.73% | Add +5.9% | 479,088 | $10.7M |
| Confluence Investment Management LLC | 0.14% | Reduce -28.1% | 438,690 | $9.8M |
| Moseley Investment Management Inc. | 3.79% | Add +14.5% | 435,577 | $9.7M |
| Scissortail Wealth Management, LLC | 2.36% | Add +24.1% | 412,458 | $9.2M |
| Eight 31 Financial, LLC | 5.25% | New | 367,283 | $8.2M |
| Probity Advisors, Inc. | 1.57% | Add +6.3% | 366,861 | $8.2M |
| Snowden Capital Advisors LLC | 0.26% | Add +8.9% | 362,714 | $8.1M |
| Wealth Management Strategies, Inc. | 5.27% | Add +11.4% | 353,920 | $7.9M |
| Shelton Wealth Management, LLC | 4.15% | Add +9.9% | 325,923 | $7.3M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +2.5% | 301,898 | $6.7M |
| United Capital Financial Advisors, LLC | 0.05% | Add +333.0% | 283,067 | $6.3M |
| Pineridge Advisors LLC | 2.45% | Reduce -6.5% | 281,959 | $6.3M |
| Asset Advisors Investment Management, LLC | 0.66% | Add +347.9% | 280,181 | $6.2M |
| CENTRAL TRUST Co | 0.15% | Add +16.7% | 277,006 | $6.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +71.1% | 264,848 | $5.9M |
| Titleist Asset Management, LLC | 0.66% | New | 255,389 | $5.7M |
| D.A. Davidson & Co. | 0.05% | Add +10.8% | 253,169 | $5.6M |
| Osaic Holdings, Inc. | 0.01% | Add +90.6% | 252,269 | $5.6M |
| Carmel Capital Partners, LLC | 2.16% | Add +11.0% | 247,149 | $5.5M |
| Ameriprise Financial Inc. | 0.00% | Add +18.0% | 231,159 | $5.1M |
| Park Avenue Securities LLC | 0.06% | Add +2.7% | 226,738 | $5.0M |
| Integrated Wealth Concepts LLC | 0.06% | Add +96.4% | 225,675 | $5.0M |
| Transcend Capital Advisors, LLC | 0.35% | Reduce -4.0% | 219,177 | $4.9M |
| IFP Advisors, Inc | 0.15% | Add +3.3% | 216,764 | $4.8M |
| MV Capital Management, Inc. | 0.50% | Add +47.9% | 210,142 | $4.7M |
| Fca Corp. | 1.41% | Add +0.5% | 198,253 | $4.4M |
| Northstar Group, Inc. | 0.72% | Add +35.1% | 190,405 | $4.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Add +63.3% | 176,515 | $3.9M |
| BlackRock, Inc. | 0.00% | Add +323.7% | 166,680 | $3.7M |
| Stockman Wealth Management, Inc. | 0.54% | Add +9.3% | 164,217 | $3.7M |
| Goldman Sachs Group Inc. | 0.00% | New | 158,370 | $3.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.6% | 157,473 | $3.5M |
| Thoroughbred Financial Services, LLC | 0.21% | Add +21.5% | 153,113 | $3.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +41.2% | 146,982 | $3.3M |
| Stifel Financial Corp. | 0.00% | Reduce -80.7% | 142,439 | $3.2M |
| Accretive Wealth Partners, LLC | 1.08% | Add +26.9% | 137,232 | $3.1M |
| Krilogy Financial LLC | 0.19% | Add +16.0% | 133,282 | $3.0M |
| Boston Family Office LLC | 0.21% | Add +48.5% | 132,495 | $2.9M |
| Citadel Advisors | 0.00% | New | 125,467 | $2.8M |
| Cetera Investment Advisers | 0.01% | Add +11.9% | 117,309 | $2.6M |
| Howland Capital Management LLC | 0.11% | Add +202.2% | 114,663 | $2.6M |
| Sanctuary Advisors, LLC | 0.02% | Add +2.3% | 112,226 | $2.5M |
| Parallel Advisors, LLC | 0.06% | Add +6572.3% | 109,425 | $2.4M |
| Jane Street Group, LLC | 0.00% | New | 108,360 | $2.4M |
| Leo Wealth, LLC | 0.34% | Add +20.8% | 106,657 | $2.4M |
| SCS Capital Management LLC | 0.03% | Reduce -4.9% | 103,883 | $2.3M |
| Truist Financial Corp. | 0.00% | Reduce -4.7% | 103,408 | $2.3M |
| Atria Investments, Inc | 0.03% | Reduce -5.9% | 98,793 | $2.2M |
| Allworth Financial LP | 0.01% | Add +2.1% | 97,875 | $2.2M |
| Signaturefd, LLC | 0.04% | Add +78.9% | 91,703 | $2.0M |
| Hughes Financial Services, LLC | 0.40% | New | 91,410 | $2.0M |
| HRT Financial LP | 0.01% | New | 88,083 | $2.0M |
| STAR Financial Bank | 1.39% | Add +1.4% | 85,623 | $1.9M |
| Reliant Wealth Planning | 0.81% | Reduce -0.4% | 80,238 | $1.8M |
| Valmark Advisers, Inc. | 0.03% | Add +9.1% | 77,220 | $1.7M |
| Jim Saulnier & Associates, LLC | 1.26% | Add +2.3% | 72,651 | $1.6M |
| Apella Capital, LLC | 0.05% | Add +343.7% | 71,313 | $1.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +1.7% | 69,172 | $1.5M |
| Foundry Financial Group, Inc. | 0.94% | Add +19.5% | 68,729 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Add +5.5% | 66,390 | $1.5M |
| Leavell Investment Management, Inc. | 0.07% | Add +11.1% | 63,374 | $1.4M |
| Associated Banc-Corp | 0.04% | Add +0.3% | 59,290 | $1.3M |
| Rebalance, LLC | 0.09% | New | 57,745 | $1.3M |
| Strategic Blueprint, LLC | 0.07% | Add +39.9% | 56,306 | $1.3M |
| Sigma Planning Corp | 0.04% | New | 53,436 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +0.4% | 51,380 | $1.1M |
| Kestra Investment Management, LLC | 0.02% | Add +780.1% | 62,160 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | New | 44,442 | $989K |
| Capital Investment Advisors, LLC | 0.02% | Add +8.0% | 43,662 | $971K |
| Midwest Professional Planners, LTD. | 0.30% | Add +129.6% | 42,665 | $949K |
| Keeler Thomas Management LLC | 0.45% | New | 41,160 | $916K |
| Cary Street Partners Financial LLC | 0.03% | Add +7.4% | 40,656 | $905K |
| Consolidated Portfolio Review Corp | 0.14% | Add +7.4% | 40,066 | $891K |
| Cwm, LLC | 0.00% | Add +22.7% | 38,866 | $865K |
| Montecito Bank & Trust | 0.15% | Add +180.3% | 38,664 | $860K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.0% | 38,377 | $854K |
| Granite Harbor Advisors, Inc. | 0.44% | No change | 37,547 | $835K |
| Austin Private Wealth, LLC | 0.07% | Add +0.0% | 35,967 | $800K |
| GTS Securities LLC | 0.03% | New | 34,122 | $759K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.5% | 31,084 | $692K |
| Fullcircle Wealth LLC | 0.27% | Add +117.3% | 28,942 | $647K |
| Compass Ion Advisors, LLC | 0.07% | No change | 28,472 | $634K |
| Duncker Streett & Co. Inc. | 0.12% | No change | 26,855 | $598K |
| RFP Financial Group LLC | 0.24% | New | 26,704 | $594K |
| Coldstream Capital Management Inc. | 0.01% | New | 25,451 | $566K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.61% | Add +10.4% | 24,191 | $538K |
| Grant Street Asset Management, Inc. | 0.13% | Add +0.6% | 23,328 | $519K |
| Signature Wealth Management Group | 0.20% | Add +29.5% | 23,266 | $518K |
| Koss-Olinger Consulting, LLC | 0.04% | Add +31.2% | 22,829 | $508K |
| Cerity Partners LLC | 0.00% | Add +0.4% | 21,150 | $471K |
| Straight Path Wealth Management | 0.19% | Reduce -1.1% | 20,994 | $467K |
| Creative Planning | 0.00% | Add +14.3% | 20,936 | $466K |
| Wealth Advisory Solutions, LLC | 0.12% | New | 20,088 | $447K |
| Barrett & Company, Inc. | 0.19% | Add +30.9% | 19,465 | $433K |
| Evexia Wealth LLC | 0.16% | Add +2.0% | 19,287 | $428K |
| MAI Capital Management | 0.00% | Add +0.7% | 18,360 | $409K |
| Heartland Bank & Trust Co | 0.20% | No change | 17,835 | $397K |
| Thrivent Financial for Lutherans | 0.00% | No change | 17,407 | $382K |
| CFS Investment Advisory Services, LLC | 0.03% | Add +30.0% | 16,939 | $377K |
| Jacobi Capital Management LLC | 0.03% | Add +0.1% | 16,061 | $357K |
| Pinnacle Bancorp, Inc. | 0.11% | Add +9.7% | 15,492 | $345K |
| Trinity Wealth Management, LLC | 0.15% | No change | 15,078 | $335K |
| Crews Bank & Trust | 0.05% | Add +8.1% | 14,275 | $318K |
| MML Investors Services, LLC | 0.00% | Reduce -1.9% | 13,951 | $310K |
| KPP Advisory Services LLC | 0.06% | No change | 13,800 | $307K |
| Principal Securities, Inc. | 0.01% | No change | 13,413 | $294K |
| HighTower Advisors, LLC | 0.00% | Reduce -68.2% | 13,144 | $292K |
| Autumn Glory Partners, LLC | 0.14% | No change | 12,888 | $287K |
| Tableaux LLC | 0.21% | New | 12,850 | $286K |
| Harbour Investments, Inc. | 0.01% | Add +1007.6% | 12,560 | $279K |
| Strategic Financial Concepts, LLC | 0.05% | Add +1.4% | 12,525 | $279K |
| Essential Planning, LLC. | 0.11% | Reduce -97.5% | 12,344 | $275K |
| Cambridge Financial Group, LLC | 0.11% | Add +5.8% | 11,704 | $260K |
| National Bank of Canada | 0.00% | Add +14.2% | 11,639 | $259K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -3.3% | 11,637 | $258K |
| United Community Bank | 0.10% | New | 11,520 | $256K |
| Highland Financial Advisors, LLC | 0.09% | No change | 11,430 | $254K |
| Element Wealth, LLC | 0.13% | Add +17.0% | 10,995 | $245K |
| Yoder Wealth Management, Inc. | 0.14% | No change | 10,970 | $244K |
| Independent Advisor Alliance | 0.01% | Reduce -39.4% | 10,923 | $243K |
| LBMC Investment Advisors, LLC | 0.02% | Add +0.3% | 10,551 | $235K |
| Physician Wealth Advisors, Inc. | 0.04% | Add +66.3% | 10,362 | $231K |
| Safeguard Financial, LLC | 0.05% | Add +0.2% | 9,910 | $220K |
| BCS Wealth Management | 0.06% | No change | 9,827 | $219K |
| Summit Wealth Partners, LLC | 0.04% | New | 9,771 | $217K |
| Berger Financial Group, Inc | 0.01% | No change | 9,601 | $214K |
| 4J Wealth Management LLC | 0.17% | New | 9,533 | $212K |
| Asset Dedication, LLC | 0.02% | Add +50.6% | 9,266 | $206K |
| Equitable Holdings, Inc. | 0.00% | New | 9,259 | $206K |
| KFG Wealth Management, LLC | 0.04% | New | 9,023 | $201K |
| DecisionMap Wealth Management, LLC | 0.15% | New | 9,002 | $200K |
| Hara Capital LLC | 0.11% | Reduce -50.0% | 7,150 | $159K |
| Private Trust Co. NA | 0.01% | Reduce -38.0% | 6,225 | $139K |
| Lowe Wealth Advisors, LLC | 0.05% | New | 5,345 | $119K |
| Comerica Bank | 0.00% | Add +17.1% | 5,212 | $116K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 5,195 | $116K |
| WASHINGTON TRUST Co | 0.00% | Reduce -32.9% | 5,100 | $113K |
| Cherry Tree Wealth Management, LLC | 0.02% | Add +72.5% | 4,022 | $89K |
| Bogart Wealth, LLC | 0.00% | Add +0.0% | 3,355 | $75K |
| 2UniFi Bank | 0.05% | Add +73.2% | 3,314 | $74K |
| Stonebridge Financial Group, LLC | 0.01% | No change | 3,255 | $72K |
| First PREMIER Bank | 0.02% | No change | 3,091 | $69K |
| AllSquare Wealth Management LLC | 0.04% | Add +36.3% | 3,073 | $68K |
| US Bancorp \de | 0.00% | No change | 3,050 | $68K |
| Blair William & Co. | 0.00% | Add +106.3% | 2,496 | $56K |
| HM Payson & Co. | 0.00% | No change | 2,259 | $50K |
| Towne Trust Company, N.A | 0.02% | Add +82.6% | 2,100 | $47K |
| Capital Analysts, LLC | 0.00% | No change | 2,080 | $46K |
| Bank of Montreal | 0.00% | Add +24.8% | 2,063 | $46K |
| Mascoma Wealth Management LLC | 0.01% | New | 1,985 | $44K |
| PSI Advisors, LLC | 0.01% | No change | 1,900 | $42K |
| Old Second National Bank of Aurora | 0.01% | No change | 1,825 | $41K |
| Robbins Farley | 0.02% | No change | 1,824 | $41K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 1,450 | $32K |
| Horizons Wealth Management | 0.02% | No change | 1,054 | $23K |
| Eastern Bank | 0.00% | No change | 950 | $21K |
| FMR LLC | 0.00% | New | 551 | $12K |
| JPMorgan Chase & Co. | 0.00% | Add +110.1% | 500 | $11K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -48.3% | 298 | $7K |
| Logan Capital Management Inc. | 0.00% | New | 289 | $6K |
| Creative Financial Designs Inc. | 0.00% | No change | 189 | $4K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 63 | $1K |
| AlphaCore Capital LLC | 0.00% | New | 49 | $1K |
| Costello Asset Management, INC | 0.00% | No change | 20 | $454 |
| Hemington Wealth Management | 0.00% | New | 36 | $0 |
"% 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.