iShares Ibonds Dec 2028 TermIBTIETF
13F holders, Q2 2025 (June 30)191holders +5
18new positions
11sold out
1famous investor
$22.36avg. 13F price*
At the end of Q2 2025, 191 institutions reported holding iShares Ibonds Dec 2028 Term (IBTI) in their 13F filings, up 5 from Q1 2025. 18 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($73.3M), Focus Partners Wealth ($59.7M) and Wells Fargo & Company ($55.2M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $7.8M |
| Exits | 11 | $4.6M |
All 13F filers, Q1 2025 → Q2 2025: 3,740,236 shares bought and 1,397,843 shares sold, net +2,342,393 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 191 holders
| Morgan Stanley | 0.00% | Reduce -4.4% | 3,279,644 | $73.3M |
| Focus Partners Wealth | 0.13% | Add +8.4% | 2,671,393 | $59.7M |
| Wells Fargo & Company | 0.01% | Add +2.1% | 2,470,514 | $55.2M |
| Bank of America Corp. | 0.00% | Add +9.6% | 2,263,583 | $50.6M |
| Raymond James Financial Inc. | 0.01% | Add +12.4% | 1,359,691 | $30.4M |
| NewEdge Advisors, LLC | 0.15% | Reduce -15.3% | 1,266,678 | $28.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +42.1% | 983,561 | $22.0M |
| Stratos Wealth Partners, LTD. | 0.28% | Reduce -7.7% | 920,066 | $20.6M |
| Atwood & Palmer Inc. | 1.27% | Reduce -20.0% | 907,555 | $20.3M |
| Horizon Advisory Services, Inc. | 10.12% | Add +1.8% | 841,186 | $18.8M |
| UBS Group AG | 0.00% | Add +2.3% | 802,629 | $17.9M |
| Journey Advisory Group, LLC | 1.38% | Add +1.7% | 791,883 | $17.7M |
| Financial Advisory Corp | 2.63% | Add +3.5% | 767,440 | $17.2M |
| Denver PWM, LLC | 5.23% | Add +8.8% | 750,016 | $16.8M |
| Mercer Global Advisors Inc. | 0.03% | Add +28.2% | 677,243 | $15.1M |
| Baltimore-Washington Financial Advisors, Inc. | 0.66% | Add +5.4% | 633,631 | $14.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.3% | 597,469 | $13.4M |
| Asset Advisors Investment Management, LLC | 1.25% | Add +102.2% | 566,440 | $12.7M |
| LPL Financial LLC | 0.00% | Add +7.7% | 544,355 | $12.2M |
| MKT Advisors LLC | 4.56% | Add +3.7% | 517,987 | $11.5M |
| Moseley Investment Management Inc. | 3.97% | Add +18.3% | 515,238 | $11.5M |
| Legacy Private Trust Co. | 0.71% | Add +2.0% | 488,906 | $10.9M |
| United Capital Financial Advisors, LLC | 0.09% | Add +72.0% | 486,873 | $10.9M |
| Trust Co | 1.19% | Reduce -3.5% | 472,918 | $10.6M |
| Royal Bank of Canada | 0.00% | Reduce -6.4% | 465,046 | $10.4M |
| Confluence Investment Management LLC | 0.14% | Reduce -0.5% | 436,479 | $9.8M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +44.4% | 435,921 | $9.7M |
| Scissortail Wealth Management, LLC | 2.27% | Add +2.3% | 422,078 | $9.4M |
| Wealth Management Strategies, Inc. | 4.93% | Add +15.8% | 409,877 | $9.2M |
| Probity Advisors, Inc. | 1.51% | Add +4.7% | 384,268 | $8.6M |
| Snowden Capital Advisors LLC | 0.24% | Reduce -0.0% | 362,669 | $8.1M |
| Eight 31 Financial, LLC | 5.12% | Reduce -5.6% | 346,647 | $7.8M |
| Integrated Wealth Concepts LLC | 0.08% | Add +50.7% | 340,157 | $7.6M |
| Shelton Wealth Management, LLC | 3.83% | Add +4.3% | 339,810 | $7.6M |
| CENTRAL TRUST Co | 0.15% | Add +5.6% | 292,634 | $6.5M |
| Titleist Asset Management, LLC | 0.65% | Add +14.5% | 292,439 | $6.5M |
| Osaic Holdings, Inc. | 0.01% | Add +8.7% | 274,200 | $6.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +69.5% | 268,521 | $6.0M |
| Pineridge Advisors LLC | 2.14% | Reduce -6.3% | 264,183 | $5.9M |
| D.A. Davidson & Co. | 0.04% | Add +2.9% | 260,580 | $5.8M |
| MV Capital Management, Inc. | 0.58% | Add +19.8% | 251,720 | $5.6M |
| Carmel Capital Partners, LLC | 1.96% | Add +1.3% | 250,233 | $5.6M |
| Northstar Group, Inc. | 0.88% | Add +28.3% | 244,218 | $5.5M |
| Park Avenue Securities LLC | 0.05% | Add +1.6% | 230,265 | $5.1M |
| IFP Advisors, Inc | 0.14% | Add +4.9% | 227,324 | $5.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.9% | 217,421 | $4.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Add +16.6% | 205,773 | $4.6M |
| Fca Corp. | 1.38% | Add +3.6% | 205,412 | $4.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -22.8% | 204,350 | $4.6M |
| BlackRock, Inc. | 0.00% | Add +13.8% | 189,726 | $4.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +27.6% | 187,490 | $4.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +17.1% | 184,355 | $4.1M |
| Boston Family Office LLC | 0.27% | Add +36.0% | 180,163 | $4.0M |
| Stockman Wealth Management, Inc. | 0.53% | Add +6.4% | 174,695 | $3.9M |
| Stifel Financial Corp. | 0.00% | Add +8.0% | 153,765 | $3.4M |
| Rebalance, LLC | 0.23% | Add +162.9% | 151,843 | $3.4M |
| Signaturefd, LLC | 0.06% | Add +63.7% | 150,110 | $3.4M |
| Accretive Wealth Partners, LLC | 1.08% | Add +6.9% | 146,699 | $3.3M |
| Allworth Financial LP | 0.02% | Add +48.8% | 145,592 | $3.3M |
| Thoroughbred Financial Services, LLC | 0.21% | Reduce -13.8% | 132,000 | $3.0M |
| Retireful, LLC | 2.03% | New | 131,807 | $2.9M |
| Krilogy Financial LLC | 0.16% | Reduce -4.6% | 127,113 | $2.8M |
| Howland Capital Management LLC | 0.11% | Add +9.0% | 124,988 | $2.8M |
| Baird Financial Group, Inc. | 0.00% | Add +86.8% | 124,018 | $2.8M |
| Strategic Blueprint, LLC | 0.14% | Add +120.0% | 123,858 | $2.8M |
| Transcend Capital Advisors, LLC | 0.21% | Reduce -43.6% | 123,550 | $2.8M |
| Parallel Advisors, LLC | 0.06% | Add +12.3% | 122,891 | $2.7M |
| Cetera Investment Advisers | 0.00% | Reduce -0.6% | 116,601 | $2.6M |
| Sanctuary Advisors, LLC | 0.02% | Add +3.6% | 116,291 | $2.6M |
| Leo Wealth, LLC | 0.18% | Reduce -1.6% | 104,929 | $2.3M |
| SCS Capital Management LLC | 0.03% | Add +0.2% | 104,079 | $2.3M |
| Truist Financial Corp. | 0.00% | Reduce -3.6% | 99,653 | $2.2M |
| Atria Investments, Inc | 0.03% | Add +0.2% | 99,009 | $2.2M |
| STAR Financial Bank | 1.34% | Add +10.8% | 94,839 | $2.1M |
| Hughes Financial Services, LLC | 0.36% | Add +3.9% | 94,995 | $2.1M |
| Reliant Wealth Planning | 0.79% | Add +13.4% | 90,992 | $2.0M |
| Apella Capital, LLC | 0.05% | Add +26.8% | 90,433 | $2.0M |
| Valmark Advisers, Inc. | 0.03% | Add +15.2% | 88,970 | $2.0M |
| Leavell Investment Management, Inc. | 0.09% | Add +37.5% | 87,123 | $1.9M |
| Jim Saulnier & Associates, LLC | 1.27% | Add +14.3% | 83,044 | $1.9M |
| Associated Banc-Corp | 0.05% | Add +25.8% | 74,568 | $1.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +0.8% | 69,763 | $1.6M |
| HM Payson & Co. | 0.02% | Add +2706.1% | 63,389 | $1.4M |
| Foundry Financial Group, Inc. | 0.79% | Reduce -9.7% | 62,039 | $1.4M |
| Global Retirement Partners, LLC | 0.03% | — | 61,953 | $1.4M |
| Keeler Thomas Management LLC | 0.57% | Add +43.3% | 58,987 | $1.3M |
| Sigma Planning Corp | 0.04% | Add +4.1% | 55,618 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +290.8% | 54,525 | $1.2M |
| Capital Investment Advisors, LLC | 0.02% | Add +19.9% | 52,356 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +0.7% | 51,720 | $1.2M |
| Midwest Professional Planners, LTD. | 0.30% | Add +18.6% | 50,617 | $1.1M |
| Cwm, LLC | 0.00% | Add +12.2% | 43,588 | $975K |
| Consolidated Portfolio Review Corp | 0.13% | Add +7.0% | 42,875 | $959K |
| Cary Street Partners Financial LLC | 0.03% | Add +3.1% | 41,917 | $937K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.3% | 41,558 | $929K |
| Citadel Advisors | 0.00% | Reduce -67.4% | 40,866 | $914K |
| Austin Private Wealth, LLC | 0.07% | Add +12.6% | 40,506 | $906K |
| Jane Street Group, LLC | 0.00% | Reduce -62.7% | 40,461 | $905K |
| Mariner, LLC | 0.00% | New | 40,000 | $894K |
| Granite Harbor Advisors, Inc. | 0.40% | Add +2.0% | 38,294 | $856K |
| Compass Ion Advisors, LLC | 0.09% | Add +30.2% | 37,064 | $829K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.3% | 31,190 | $697K |
| RFP Financial Group LLC | 0.27% | Add +11.1% | 29,674 | $664K |
| Fullcircle Wealth LLC | 0.24% | No change | 28,942 | $646K |
| Duncker Streett & Co. Inc. | 0.11% | No change | 26,855 | $600K |
| Coldstream Capital Management Inc. | 0.01% | No change | 25,451 | $569K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.61% | No change | 24,191 | $541K |
| Grant Street Asset Management, Inc. | 0.12% | Add +1.0% | 23,562 | $527K |
| Signature Wealth Management Group | 0.20% | Reduce -1.4% | 22,943 | $513K |
| Koss-Olinger Consulting, LLC | 0.04% | Add +0.3% | 22,903 | $512K |
| Straight Path Wealth Management | 0.17% | Add +6.0% | 22,260 | $498K |
| Evexia Wealth LLC | 0.16% | Add +15.0% | 22,183 | $493K |
| Belpointe Asset Management LLC | 0.02% | New | 21,610 | $483K |
| Barrett & Company, Inc. | 0.18% | Add +10.5% | 21,503 | $481K |
| Cerity Partners LLC | 0.00% | Reduce -0.4% | 21,057 | $471K |
| Creative Planning | 0.00% | No change | 20,936 | $468K |
| Wealth Advisory Solutions, LLC | 0.12% | Add +3.1% | 20,716 | $463K |
| Principal Securities, Inc. | 0.01% | Add +41.0% | 18,914 | $423K |
| MAI Capital Management | 0.00% | Add +1.0% | 18,544 | $415K |
| Tableaux LLC | 0.23% | Add +41.2% | 18,144 | $406K |
| Heartland Bank & Trust Co | 0.19% | No change | 17,835 | $399K |
| Kestra Investment Management, LLC | 0.01% | Reduce -72.0% | 17,399 | $389K |
| Jacobi Capital Management LLC | 0.03% | Add +6.5% | 17,107 | $383K |
| CFS Investment Advisory Services, LLC | 0.03% | Add +0.4% | 17,004 | $380K |
| LBMC Investment Advisors, LLC | 0.03% | Add +56.2% | 16,480 | $368K |
| HighTower Advisors, LLC | 0.00% | Add +20.6% | 15,850 | $354K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 15,820 | $354K |
| Pinnacle Bancorp, Inc. | 0.11% | No change | 15,492 | $346K |
| Trinity Wealth Management, LLC | 0.13% | No change | 15,078 | $337K |
| Harbour Investments, Inc. | 0.01% | Add +18.3% | 14,856 | $332K |
| Crews Bank & Trust | 0.05% | Add +3.1% | 14,725 | $329K |
| Element Wealth, LLC | 0.15% | Add +33.9% | 14,720 | $329K |
| Summit Wealth Partners, LLC | 0.06% | Add +46.1% | 14,275 | $319K |
| KPP Advisory Services LLC | 0.05% | No change | 13,800 | $309K |
| Schmidt P J Investment Management Inc. | 0.05% | New | 13,058 | $292K |
| Autumn Glory Partners, LLC | 0.14% | Add +0.2% | 12,918 | $289K |
| Strategic Financial Concepts, LLC | 0.04% | No change | 12,525 | $280K |
| Essential Planning, LLC. | 0.10% | Add +0.6% | 12,421 | $278K |
| Liberty Wealth Management LLC | 0.04% | New | 12,358 | $276K |
| Wealthspire Advisors, LLC | 0.00% | New | 12,315 | $275K |
| Modera Wealth Management, LLC | 0.00% | New | 12,298 | $275K |
| National Bank of Canada | 0.00% | Add +5.4% | 12,268 | $274K |
| Asset Dedication, LLC | 0.02% | Add +31.0% | 12,142 | $271K |
| Connecticut Wealth Management, LLC | 0.01% | New | 11,862 | $265K |
| Cambridge Financial Group, LLC | 0.10% | No change | 11,704 | $262K |
| DecisionMap Wealth Management, LLC | 0.18% | Add +29.7% | 11,672 | $261K |
| United Community Bank | 0.09% | No change | 11,520 | $258K |
| Highland Financial Advisors, LLC | 0.08% | No change | 11,430 | $256K |
| Exchange Capital Management, Inc. | 0.04% | New | 11,179 | $250K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -4.1% | 11,161 | $250K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 11,105 | $248K |
| Yoder Wealth Management, Inc. | 0.13% | No change | 10,970 | $245K |
| Merit Financial Group, LLC | 0.00% | New | 10,922 | $244K |
| Equitable Holdings, Inc. | 0.00% | Add +15.9% | 10,736 | $240K |
| Hamel Associates, Inc. | 0.08% | New | 10,590 | $237K |
| Independent Advisor Alliance | 0.01% | Reduce -3.4% | 10,552 | $236K |
| Precision Wealth Strategies, LLC | 0.08% | New | 10,432 | $233K |
| Physician Wealth Advisors, Inc. | 0.04% | Add +0.3% | 10,396 | $232K |
| Woodley Farra Manion Portfolio Management Inc. | 0.01% | New | 10,205 | $228K |
| Black Maple Capital Management LP | 0.15% | New | 10,000 | $224K |
| Berger Financial Group, Inc | 0.01% | No change | 9,601 | $215K |
| 4J Wealth Management LLC | 0.14% | Add +0.3% | 9,561 | $214K |
| KFG Wealth Management, LLC | 0.03% | Add +3.1% | 9,299 | $208K |
| Comerica Bank | 0.00% | Reduce -0.3% | 5,197 | $116K |
| Hara Capital LLC | 0.07% | Reduce -31.1% | 4,925 | $110K |
| Cherry Tree Wealth Management, LLC | 0.02% | Add +13.4% | 4,563 | $102K |
| Hills Bank & Trust Co | 0.01% | New | 4,529 | $101K |
| Lowe Wealth Advisors, LLC | 0.04% | Reduce -21.1% | 4,218 | $94K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 3,358 | $75K |
| 2UniFi Bank | 0.04% | No change | 3,314 | $74K |
| Bank of Montreal | 0.00% | Add +59.7% | 3,294 | $74K |
| AllSquare Wealth Management LLC | 0.04% | Add +4.4% | 3,207 | $72K |
| US Bancorp \de | 0.00% | No change | 3,050 | $68K |
| First PREMIER Bank | 0.02% | Reduce -1.3% | 3,050 | $68K |
| Blair William & Co. | 0.00% | Reduce -8.4% | 2,286 | $51K |
| Capital Analysts, LLC | 0.00% | No change | 2,080 | $47K |
| Towne Trust Company, N.A | 0.02% | No change | 2,100 | $47K |
| Mascoma Wealth Management LLC | 0.01% | No change | 1,985 | $44K |
| Old Second National Bank of Aurora | 0.01% | No change | 1,825 | $41K |
| Robbins Farley | 0.02% | Reduce -4.3% | 1,746 | $39K |
| Horizons Wealth Management | 0.03% | Add +47.0% | 1,549 | $35K |
| Private Trust Co. NA | 0.00% | Reduce -81.3% | 1,162 | $26K |
| FMR LLC | 0.00% | Add +100.5% | 1,105 | $25K |
| Eastern Bank | 0.00% | No change | 950 | $21K |
| CIBC Private Wealth Group LLC | 0.00% | New | 449 | $10K |
| Logan Capital Management Inc. | 0.00% | No change | 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% | No change | 49 | $1K |
| Costello Asset Management, INC | 0.00% | Add +5.0% | 21 | $460 |
| Hemington Wealth Management | 0.00% | No change | 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.