iShares Ibonds Dec 2028 TermIBTIETF
13F holders, Q4 2025 (December 31)233holders +30
45new positions
14sold out
1famous investor
$22.37avg. 13F price*
At the end of Q4 2025, 233 institutions reported holding iShares Ibonds Dec 2028 Term (IBTI) in their 13F filings, up 30 from Q3 2025. 45 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($77.2M), Focus Partners Wealth ($72.2M) and Wells Fargo & Company ($63.8M). One famous investor held it 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $68.2M |
| Exits | 14 | $12.2M |
All 13F filers, Q3 2025 → Q4 2025: 11,485,839 shares bought and 1,729,740 shares sold, net +9,756,099 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 233 holders
| Morgan Stanley | 0.00% | Add +3.9% | 3,451,070 | $77.2M |
| Focus Partners Wealth | 0.08% | Add +7.1% | 3,227,073 | $72.2M |
| Wells Fargo & Company | 0.01% | Add +19.3% | 2,851,656 | $63.8M |
| Bank of America Corp. | 0.00% | Add +11.8% | 2,653,032 | $59.3M |
| Mercer Global Advisors Inc. | 0.08% | Add +114.8% | 2,271,602 | $50.8M |
| Raymond James Financial Inc. | 0.01% | Add +23.3% | 1,861,166 | $41.6M |
| Brookstone Capital Management | 0.35% | New | 1,369,553 | $30.6M |
| Asset Advisors Investment Management, LLC | 2.38% | Add +9.6% | 1,152,610 | $25.8M |
| United Capital Financial Advisors, LLC | 0.14% | Add +30.9% | 1,044,411 | $23.4M |
| UBS Group AG | 0.00% | Add +14.4% | 1,022,578 | $22.9M |
| Financial Advisory Corp | 3.19% | Add +19.9% | 981,842 | $22.0M |
| Stratos Wealth Partners, LTD. | 0.25% | Add +1.5% | 976,973 | $21.9M |
| Atwood & Palmer Inc. | 1.17% | Add +2.3% | 924,092 | $20.7M |
| Horizon Advisory Services, Inc. | 9.98% | Add +3.0% | 881,455 | $19.7M |
| LPL Financial LLC | 0.01% | Add +40.2% | 852,664 | $19.1M |
| Journey Advisory Group, LLC | 1.59% | Add +3.4% | 845,879 | $18.9M |
| MKT Advisors LLC | 5.99% | Add +49.0% | 784,305 | $17.6M |
| Denver PWM, LLC | 5.60% | No change | 750,016 | $16.8M |
| Royal Bank of Canada | 0.00% | Add +48.8% | 749,229 | $16.8M |
| Baltimore-Washington Financial Advisors, Inc. | 0.67% | Add +6.9% | 716,024 | $16.0M |
| Cwm, LLC | 0.04% | Add +1028.6% | 705,553 | $15.8M |
| Moseley Investment Management Inc. | 4.87% | Add +8.1% | 704,196 | $15.7M |
| HM Payson & Co. | 0.20% | Add +681.1% | 618,956 | $13.8M |
| Integrated Wealth Concepts LLC | 0.16% | Add +34.4% | 588,449 | $13.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +3.5% | 586,790 | $13.1M |
| Krilogy Financial LLC | 0.44% | Add +385.3% | 572,813 | $12.8M |
| Stifel Financial Corp. | 0.01% | Add +11.0% | 556,658 | $12.4M |
| Legacy Private Trust Co. | 0.72% | Add +8.6% | 548,297 | $12.3M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +19.0% | 536,840 | $12.0M |
| Trust Co | 1.06% | Reduce -0.5% | 503,715 | $11.3M |
| Ameriprise Financial Inc. | 0.00% | Add +30.5% | 484,384 | $10.8M |
| Wealth Management Strategies, Inc. | 4.70% | Add +5.2% | 456,598 | $10.2M |
| Scissortail Wealth Management, LLC | 2.30% | Add +5.2% | 451,382 | $10.1M |
| Eight 31 Financial, LLC | 5.21% | Add +5.1% | 424,922 | $9.5M |
| Probity Advisors, Inc. | 1.51% | Reduce -11.7% | 421,498 | $9.4M |
| Shelton Wealth Management, LLC | 3.80% | Add +6.7% | 389,577 | $8.7M |
| Snowden Capital Advisors LLC | 0.22% | Add +4.3% | 384,789 | $8.6M |
| Osaic Holdings, Inc. | 0.01% | Add +12.9% | 348,507 | $7.8M |
| NewEdge Advisors, LLC | 0.03% | Add +3.8% | 335,732 | $7.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.10% | Add +11.1% | 310,219 | $6.9M |
| Titleist Asset Management, LLC | 0.54% | Add +0.8% | 300,987 | $6.7M |
| Northstar Group, Inc. | 0.95% | Add +11.5% | 300,873 | $6.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +62.0% | 298,827 | $6.7M |
| MV Capital Management, Inc. | 0.64% | Add +6.7% | 297,073 | $6.6M |
| D.A. Davidson & Co. | 0.04% | Add +5.5% | 293,510 | $6.6M |
| BlackRock, Inc. | 0.00% | Add +65.8% | 284,556 | $6.4M |
| CENTRAL TRUST Co | 0.12% | Reduce -8.1% | 273,809 | $6.1M |
| Carmel Capital Partners, LLC | 2.12% | Add +43.4% | 269,864 | $6.0M |
| Rebalance, LLC | 0.35% | Add +47.9% | 264,893 | $5.9M |
| Boston Family Office LLC | 0.36% | Add +17.5% | 251,654 | $5.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +12.6% | 240,445 | $5.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.5% | 238,378 | $5.3M |
| BIP Wealth, LLC | 0.19% | New | 238,127 | $5.3M |
| Colton Groome Financial Advisors, LLC | 1.51% | New | 235,073 | $5.3M |
| Fca Corp. | 1.39% | Add +5.3% | 219,760 | $4.9M |
| Global Retirement Partners, LLC | 0.08% | Add +32.4% | 212,267 | $4.7M |
| Baird Financial Group, Inc. | 0.01% | Add +49.2% | 206,163 | $4.6M |
| Stockman Wealth Management, Inc. | 0.52% | Add +9.2% | 200,242 | $4.5M |
| IFP Advisors, Inc | 0.09% | Add +4.6% | 184,730 | $4.1M |
| Signaturefd, LLC | 0.06% | No change | 177,601 | $4.0M |
| Apella Capital, LLC | 0.07% | Add +51.5% | 169,013 | $3.8M |
| Thoroughbred Financial Services, LLC | 0.21% | Reduce -2.0% | 158,622 | $3.5M |
| Asset Dedication, LLC | 0.23% | Add +238.3% | 157,804 | $3.5M |
| Accretive Wealth Partners, LLC | 1.03% | Add +2.9% | 154,708 | $3.5M |
| Chatham Capital Group, Inc. | 0.46% | Add +142.4% | 144,600 | $3.2M |
| Ashton Thomas Private Wealth, LLC | 0.08% | New | 144,539 | $3.2M |
| Portland Global Advisors LLC | 0.34% | New | 141,011 | $3.2M |
| Parallel Advisors, LLC | 0.06% | Add +3.9% | 139,512 | $3.1M |
| Belpointe Asset Management LLC | 0.11% | Add +436.8% | 139,419 | $3.1M |
| Leavell Investment Management, Inc. | 0.13% | Add +36.5% | 139,411 | $3.1M |
| Allworth Financial LP | 0.01% | Reduce -4.9% | 135,502 | $3.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 132,066 | $3.0M |
| Cetera Investment Advisers | 0.00% | Add +9.6% | 131,470 | $2.9M |
| Howland Capital Management LLC | 0.11% | Add +0.2% | 125,822 | $2.8M |
| Sanctuary Advisors, LLC | 0.02% | Add +10.7% | 125,709 | $2.8M |
| Lantz Financial LLC | 0.56% | New | 119,081 | $2.7M |
| Capital Investment Advisors, LLC | 0.04% | Add +123.0% | 117,782 | $2.6M |
| Jim Saulnier & Associates, LLC | 1.34% | Add +8.2% | 115,801 | $2.6M |
| Transcend Capital Advisors, LLC | 0.20% | Reduce -2.5% | 115,550 | $2.6M |
| SCS Capital Management LLC | 0.03% | Add +8.8% | 113,467 | $2.5M |
| Atria Investments, Inc | 0.03% | Add +4.8% | 111,841 | $2.5M |
| Thrivent Financial for Lutherans | 0.00% | Add +126.7% | 109,686 | $2.5M |
| Penobscot Investment Management Company, Inc. | 0.18% | Add +492.1% | 108,290 | $2.4M |
| Park Avenue Securities LLC | 0.02% | Reduce -55.5% | 106,918 | $2.4M |
| Captrust Financial Advisors | 0.00% | Add +99.3% | 104,509 | $2.3M |
| Leo Wealth, LLC | 0.17% | Add +1.2% | 103,861 | $2.3M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +177.1% | 103,375 | $2.3M |
| Hughes Financial Services, LLC | 0.35% | Reduce -0.4% | 98,744 | $2.2M |
| Essential Planning, LLC. | 0.68% | Add +664.9% | 95,604 | $2.1M |
| Gould Asset Management LLC | 0.37% | New | 94,005 | $2.1M |
| Reliant Wealth Planning | 0.64% | Add +0.7% | 91,608 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -89.6% | 90,807 | $2.0M |
| Truist Financial Corp. | 0.00% | Reduce -9.1% | 88,271 | $2.0M |
| Associated Banc-Corp | 0.05% | Add +5.4% | 85,024 | $1.9M |
| Midwest Professional Planners, LTD. | 0.43% | Add +35.2% | 81,889 | $1.8M |
| Valmark Advisers, Inc. | 0.02% | Add +12.6% | 80,904 | $1.8M |
| Foundry Financial Group, Inc. | 0.89% | Add +6.2% | 79,144 | $1.8M |
| MML Investors Services, LLC | 0.00% | Add +15.2% | 77,480 | $1.7M |
| Modern Wealth Management, LLC | 0.03% | New | 68,981 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -45.0% | 63,547 | $1.4M |
"% 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.