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 |
| Tower Research Capital LLC (TRC) | 0.02% | New | 37,300 | $835K |
| Compass Ion Advisors, LLC | 0.08% | Add +0.1% | 37,110 | $831K |
| Austin Private Wealth, LLC | 0.06% | Reduce -13.9% | 34,861 | $780K |
| Mendota Financial Group, LLC | 0.51% | New | 30,342 | $679K |
| Fullcircle Wealth LLC | 0.22% | Reduce -1.6% | 28,488 | $637K |
| Belpointe Asset Management LLC | 0.02% | Add +20.2% | 25,973 | $581K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.1% | 25,735 | $576K |
| Duncker Streett & Co. Inc. | 0.10% | Reduce -5.8% | 25,288 | $566K |
| Straight Path Wealth Management | 0.15% | Add +10.7% | 24,643 | $552K |
| RFP Financial Group LLC | 0.22% | Reduce -19.0% | 24,027 | $538K |
| Barrett & Company, Inc. | 0.18% | Add +11.3% | 23,928 | $536K |
| Grant Street Asset Management, Inc. | 0.11% | Add +1.0% | 23,796 | $533K |
| Evexia Wealth LLC | 0.16% | Add +5.7% | 23,447 | $526K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.51% | Reduce -4.6% | 23,076 | $517K |
| Koss-Olinger Consulting, LLC | 0.04% | No change | 22,903 | $512K |
| Creative Planning | 0.00% | Add +8.9% | 22,797 | $510K |
| Harbour Investments, Inc. | 0.01% | Add +52.1% | 22,593 | $506K |
| Cerity Partners LLC | 0.00% | Add +4.2% | 21,939 | $491K |
| Wealth Advisory Solutions, LLC | 0.12% | Add +4.4% | 21,630 | $484K |
| Modera Wealth Management, LLC | 0.01% | Add +72.8% | 21,247 | $476K |
| Black Maple Capital Management LP | 0.32% | Add +100.0% | 20,000 | $448K |
| Tableaux LLC | 0.17% | Add +7.6% | 19,528 | $437K |
| AQR Capital Management | 0.00% | New | 19,365 | $433K |
| Heartland Bank & Trust Co | 0.18% | Add +7.7% | 19,209 | $430K |
| Principal Securities, Inc. | 0.01% | Add +0.3% | 18,980 | $425K |
| MAI Capital Management | 0.00% | Add +1.0% | 18,728 | $419K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +17.3% | 18,553 | $415K |
| Penobscot Investment Management Company, Inc. | 0.03% | New | 18,290 | $409K |
| Smithbridge Asset Management Inc. | 0.06% | New | 18,000 | $403K |
| Independent Advisor Alliance | 0.01% | Add +63.9% | 17,292 | $387K |
| Jacobi Capital Management LLC | 0.02% | Add +0.6% | 17,211 | $385K |
| HighTower Advisors, LLC | 0.00% | Add +7.9% | 17,102 | $383K |
| Signature Wealth Management Group | 0.15% | Reduce -26.3% | 16,915 | $379K |
| LBMC Investment Advisors, LLC | 0.02% | Add +0.5% | 16,569 | $371K |
| National Bank of Canada | 0.00% | Add +34.5% | 16,499 | $369K |
| Crews Bank & Trust | 0.05% | Add +11.9% | 16,475 | $369K |
| Woodley Farra Manion Portfolio Management Inc. | 0.02% | Add +60.1% | 16,339 | $366K |
| STAR Financial Bank | 0.21% | Reduce -83.1% | 16,053 | $359K |
| Kestra Investment Management, LLC | 0.01% | Reduce -10.4% | 15,586 | $349K |
| Pinnacle Bancorp, Inc. | 0.10% | No change | 15,492 | $347K |
| Summit Wealth Partners, LLC | 0.06% | Add +8.2% | 15,443 | $346K |
| Trinity Wealth Management, LLC | 0.13% | No change | 15,078 | $338K |
| Element Wealth, LLC | 0.14% | No change | 14,720 | $330K |
| Equitable Holdings, Inc. | 0.00% | Add +36.5% | 14,653 | $328K |
| Opus Capital Group, LLC | 0.04% | New | 14,500 | $325K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -18.3% | 13,885 | $312K |
| Autumn Glory Partners, LLC | 0.13% | Add +5.5% | 13,632 | $305K |
| KPP Advisory Services LLC | 0.05% | Reduce -1.6% | 13,575 | $304K |
| Schmidt P J Investment Management Inc. | 0.05% | Add +0.2% | 13,081 | $293K |
| Wealthspire Advisors, LLC | 0.00% | Add +5.6% | 13,003 | $291K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +13.4% | 12,599 | $282K |
| Strategic Financial Concepts, LLC | 0.04% | No change | 12,525 | $280K |
| Essential Planning, LLC. | 0.10% | Add +0.6% | 12,499 | $280K |
| Liberty Wealth Management LLC | 0.04% | Add +0.8% | 12,461 | $279K |
| Cambridge Financial Group, LLC | 0.08% | No change | 11,704 | $262K |
| DecisionMap Wealth Management, LLC | 0.17% | No change | 11,672 | $261K |
| Cyr Financial Inc. | 0.18% | New | 11,645 | $261K |
| Merit Financial Group, LLC | 0.00% | Add +6.5% | 11,628 | $260K |
| United Community Bank | 0.08% | No change | 11,520 | $258K |
| Highland Financial Advisors, LLC | 0.07% | No change | 11,430 | $256K |
| KFG Wealth Management, LLC | 0.04% | Add +22.4% | 11,387 | $255K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | Add +0.9% | 11,265 | $252K |
| Hamel Associates, Inc. | 0.08% | Add +4.3% | 11,048 | $247K |
| Yoder Wealth Management, Inc. | 0.12% | No change | 10,970 | $246K |
| Great Diamond Partners, LLC | 0.05% | New | 10,823 | $242K |
| Physician Wealth Advisors, Inc. | 0.03% | Add +0.3% | 10,429 | $233K |
| Guidance Point Advisors, LLC | 0.05% | New | 9,781 | $219K |
| Berger Financial Group, Inc | 0.01% | No change | 9,601 | $215K |
| Old Mission Investment Co LLC | 0.05% | New | 9,271 | $208K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 9,099 | $204K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -23.4% | 9,090 | $203K |
| Towne Trust Company, N.A | 0.04% | Add +166.7% | 5,600 | $125K |
| Hills Bank & Trust Co | 0.01% | Add +9.8% | 4,971 | $111K |
| Comerica Bank | 0.00% | Reduce -14.1% | 4,466 | $100K |
| Lowe Wealth Advisors, LLC | 0.03% | No change | 4,218 | $94K |
| Cherry Tree Wealth Management, LLC | 0.02% | Reduce -9.8% | 4,117 | $92K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 3,360 | $75K |
| Horizons Wealth Management | 0.05% | Add +115.0% | 3,331 | $75K |
| AllSquare Wealth Management LLC | 0.04% | No change | 3,207 | $72K |
| US Bancorp \de | 0.00% | No change | 3,050 | $68K |
| First PREMIER Bank | 0.02% | No change | 3,050 | $68K |
| 2UniFi Bank | 0.03% | Reduce -16.3% | 2,773 | $62K |
| Hara Capital LLC | 0.03% | Reduce -46.3% | 2,643 | $59K |
| 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% | No change | 1,746 | $39K |
| Bank of Montreal | 0.00% | Reduce -48.5% | 1,697 | $38K |
| High Note Wealth, LLC | 0.01% | New | 1,311 | $29K |
| MCF Advisors LLC | 0.00% | New | 1,286 | $29K |
| Private Trust Co. NA | 0.00% | No change | 1,162 | $26K |
| FMR LLC | 0.00% | Add +1.1% | 1,117 | $25K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,095 | $25K |
| Blair William & Co. | 0.00% | Reduce -52.7% | 1,082 | $24K |
| Eastern Bank | 0.00% | No change | 950 | $21K |
| CNB Bank | 0.01% | New | 904 | $20K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 782 | $18K |
| Logan Capital Management Inc. | 0.00% | Add +5.9% | 306 | $7K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 276 | $6K |
| Creative Financial Designs Inc. | 0.00% | No change | 189 | $4K |
| Clearstead Advisors, LLC | 0.00% | New | 153 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 63 | $1K |
| AlphaCore Capital LLC | 0.00% | Add +2.0% | 50 | $1K |
| 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.