iShares Ibonds Dec 2028 TermIBTIETF
13F holders, Q3 2025 (September 30)203holders +12
21new positions
9sold out
2famous investors
$22.38avg. 13F price*
At the end of Q3 2025, 203 institutions reported holding iShares Ibonds Dec 2028 Term (IBTI) in their 13F filings, up 12 from Q2 2025. 21 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($74.4M), Focus Partners Wealth ($67.4M) and Wells Fargo & Company ($53.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Ibonds Dec 2028 Term
- CUSIP
- 46436E833
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $9.4M |
| Exits | 9 | $15.4M |
All 13F filers, Q2 2025 → Q3 2025: 4,659,065 shares bought and 2,332,286 shares sold, net +2,326,779 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 203 holders
| Morgan Stanley | 0.00% | Add +1.3% | 3,322,904 | $74.4M |
| Focus Partners Wealth | 0.11% | Add +12.8% | 3,011,899 | $67.4M |
| Wells Fargo & Company | 0.01% | Reduce -3.2% | 2,390,426 | $53.5M |
| Bank of America Corp. | 0.00% | Add +4.8% | 2,372,140 | $53.1M |
| Raymond James Financial Inc. | 0.01% | Add +11.0% | 1,508,963 | $33.8M |
| Mercer Global Advisors Inc. | 0.04% | Add +56.2% | 1,057,748 | $23.7M |
| Asset Advisors Investment Management, LLC | 2.23% | Add +85.6% | 1,051,344 | $23.5M |
| Stratos Wealth Partners, LTD. | 0.26% | Add +4.6% | 962,692 | $21.5M |
| Atwood & Palmer Inc. | 1.19% | Reduce -0.5% | 903,291 | $20.2M |
| UBS Group AG | 0.00% | Add +11.4% | 893,932 | $20.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -11.0% | 875,334 | $19.6M |
| Horizon Advisory Services, Inc. | 9.80% | Add +1.8% | 855,901 | $19.2M |
| Financial Advisory Corp | 2.70% | Add +6.7% | 818,740 | $18.3M |
| Journey Advisory Group, LLC | 1.36% | Add +3.3% | 818,071 | $18.3M |
| United Capital Financial Advisors, LLC | 0.13% | Add +63.9% | 797,841 | $17.9M |
| Denver PWM, LLC | 5.23% | No change | 750,016 | $16.8M |
| Baltimore-Washington Financial Advisors, Inc. | 0.64% | Add +5.7% | 669,810 | $15.0M |
| Moseley Investment Management Inc. | 4.44% | Add +26.4% | 651,411 | $14.6M |
| LPL Financial LLC | 0.00% | Add +11.7% | 608,093 | $13.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -5.1% | 567,125 | $12.7M |
| MKT Advisors LLC | 4.38% | Add +1.6% | 526,323 | $11.8M |
| Trust Co | 1.16% | Add +7.0% | 505,967 | $11.3M |
| Legacy Private Trust Co. | 0.68% | Add +3.3% | 504,836 | $11.3M |
| Royal Bank of Canada | 0.00% | Add +8.3% | 503,637 | $11.3M |
| Stifel Financial Corp. | 0.01% | Add +226.1% | 501,462 | $11.2M |
| Probity Advisors, Inc. | 1.73% | Add +24.2% | 477,285 | $10.7M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +3.5% | 451,246 | $10.1M |
| Integrated Wealth Concepts LLC | 0.09% | Add +28.7% | 437,722 | $9.8M |
| Wealth Management Strategies, Inc. | 4.81% | Add +5.9% | 434,019 | $9.7M |
| Scissortail Wealth Management, LLC | 2.09% | Add +1.6% | 428,929 | $9.6M |
| Eight 31 Financial, LLC | 5.10% | Add +16.6% | 404,376 | $9.1M |
| Ameriprise Financial Inc. | 0.00% | Add +70.7% | 371,121 | $8.3M |
| Snowden Capital Advisors LLC | 0.23% | Add +1.8% | 369,067 | $8.3M |
| Shelton Wealth Management, LLC | 3.81% | Add +7.4% | 365,038 | $8.2M |
| NewEdge Advisors, LLC | 0.03% | Reduce -74.5% | 323,363 | $7.2M |
| Osaic Holdings, Inc. | 0.01% | Add +12.6% | 308,662 | $6.9M |
| Titleist Asset Management, LLC | 0.59% | Add +2.1% | 298,705 | $6.7M |
| CENTRAL TRUST Co | 0.14% | Add +1.8% | 297,888 | $6.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.10% | Add +35.7% | 279,196 | $6.2M |
| MV Capital Management, Inc. | 0.60% | Add +10.6% | 278,332 | $6.2M |
| D.A. Davidson & Co. | 0.04% | Add +6.8% | 278,232 | $6.2M |
| Northstar Group, Inc. | 0.92% | Add +10.5% | 269,855 | $6.0M |
| Park Avenue Securities LLC | 0.04% | Add +4.3% | 240,088 | $5.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +28.6% | 237,140 | $5.3M |
| Pineridge Advisors LLC | 1.51% | Reduce -10.4% | 236,634 | $5.3M |
| Strategic Blueprint, LLC | 0.23% | Add +90.7% | 236,232 | $5.3M |
| Boston Family Office LLC | 0.31% | Add +18.9% | 214,224 | $4.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +13.9% | 213,538 | $4.8M |
| Fca Corp. | 1.30% | Add +1.6% | 208,649 | $4.7M |
| Carmel Capital Partners, LLC | 1.78% | Reduce -24.8% | 188,185 | $4.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -9.7% | 184,474 | $4.1M |
| Stockman Wealth Management, Inc. | 0.51% | Add +5.0% | 183,335 | $4.1M |
| Rebalance, LLC | 0.24% | Add +18.0% | 179,134 | $4.0M |
| Signaturefd, LLC | 0.06% | Add +18.3% | 177,601 | $4.0M |
| IFP Advisors, Inc | 0.10% | Reduce -22.3% | 176,642 | $4.0M |
| BlackRock, Inc. | 0.00% | Reduce -9.5% | 171,631 | $3.8M |
| Thoroughbred Financial Services, LLC | 0.22% | Add +22.7% | 161,909 | $3.6M |
| Global Retirement Partners, LLC | 0.08% | Add +158.9% | 160,373 | $3.6M |
| Accretive Wealth Partners, LLC | 1.03% | Add +2.5% | 150,393 | $3.4M |
| Allworth Financial LP | 0.01% | Reduce -2.2% | 142,450 | $3.2M |
| Baird Financial Group, Inc. | 0.01% | Add +11.4% | 138,167 | $3.1M |
| Parallel Advisors, LLC | 0.06% | Add +9.3% | 134,327 | $3.0M |
| Citadel Advisors | 0.00% | Add +225.8% | 133,127 | $3.0M |
| Howland Capital Management LLC | 0.11% | Add +0.5% | 125,556 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -53.7% | 124,256 | $2.8M |
| Cetera Investment Advisers | 0.00% | Add +2.9% | 119,935 | $2.7M |
| Transcend Capital Advisors, LLC | 0.19% | Reduce -4.0% | 118,550 | $2.7M |
| Krilogy Financial LLC | 0.10% | Reduce -7.2% | 118,023 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | New | 115,611 | $2.6M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -2.4% | 113,545 | $2.5M |
| Apella Capital, LLC | 0.06% | Add +23.3% | 111,538 | $2.5M |
| Jim Saulnier & Associates, LLC | 1.34% | Add +28.9% | 107,032 | $2.4M |
| Atria Investments, Inc | 0.03% | Add +7.8% | 106,774 | $2.4M |
| SCS Capital Management LLC | 0.03% | Add +0.2% | 104,274 | $2.3M |
| Leo Wealth, LLC | 0.30% | Reduce -2.2% | 102,584 | $2.3M |
| Leavell Investment Management, Inc. | 0.10% | Add +17.2% | 102,097 | $2.3M |
| Hughes Financial Services, LLC | 0.35% | Add +4.4% | 99,147 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -2.6% | 97,095 | $2.2M |
| Reliant Wealth Planning | 0.66% | No change | 90,992 | $2.0M |
| Associated Banc-Corp | 0.05% | Add +8.1% | 80,639 | $1.8M |
| HM Payson & Co. | 0.03% | Add +25.0% | 79,238 | $1.8M |
| Foundry Financial Group, Inc. | 0.88% | Add +20.2% | 74,557 | $1.7M |
| Valmark Advisers, Inc. | 0.02% | Reduce -19.2% | 71,872 | $1.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +1.2% | 70,587 | $1.6M |
| MML Investors Services, LLC | 0.00% | Add +23.3% | 67,253 | $1.5M |
| Cwm, LLC | 0.00% | Add +43.4% | 62,517 | $1.4M |
| Midwest Professional Planners, LTD. | 0.33% | Add +19.7% | 60,579 | $1.4M |
| Keeler Thomas Management LLC | 0.62% | Add +2.4% | 60,404 | $1.4M |
| Chatham Capital Group, Inc. | 0.19% | New | 59,650 | $1.3M |
| Montecito Bank & Trust | 0.20% | — | 57,596 | $1.3M |
| Capital Investment Advisors, LLC | 0.02% | Add +0.9% | 52,814 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +1.4% | 52,437 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +57.5% | 49,133 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | New | 48,390 | $1.1M |
| Asset Dedication, LLC | 0.07% | Add +284.2% | 46,646 | $1.0M |
| Consolidated Portfolio Review Corp | 0.13% | Add +5.8% | 45,343 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.0% | 42,377 | $949K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -1.6% | 41,243 | $923K |
| Mariner, LLC | 0.00% | No change | 40,000 | $895K |
| Granite Harbor Advisors, Inc. | 0.37% | Add +1.3% | 38,807 | $869K |
"% 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.