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 |
| Keeler Thomas Management LLC | 0.65% | Add +1.0% | 61,025 | $1.4M |
| Montecito Bank & Trust | 0.22% | Add +5.8% | 60,966 | $1.4M |
| KFG Wealth Management, LLC | 0.17% | Add +413.4% | 58,463 | $1.3M |
| Delta Wealth Advisors LLC | 1.01% | New | 53,830 | $1.2M |
| Horizons Wealth Management | 0.75% | Add +1421.7% | 50,686 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Add +2.7% | 50,470 | $1.1M |
| Mariner, LLC | 0.00% | Add +23.8% | 49,505 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +12.3% | 47,596 | $1.1M |
| Granite Harbor Advisors, Inc. | 0.38% | Add +4.8% | 40,656 | $909K |
| Compass Ion Advisors, LLC | 0.08% | Add +7.4% | 39,842 | $891K |
| Gradient Investments LLC | 0.01% | New | 39,776 | $890K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -5.8% | 38,834 | $869K |
| Smithbridge Asset Management Inc. | 0.07% | Add +100.0% | 36,000 | $805K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -71.5% | 35,420 | $792K |
| Austin Private Wealth, LLC | 0.06% | Add +0.4% | 35,008 | $783K |
| Chris Bulman Inc | 0.32% | New | 32,306 | $723K |
| Straight Path Wealth Management | 0.19% | Add +30.4% | 32,122 | $718K |
| Cibc World Market Inc. | 0.00% | New | 30,825 | $690K |
| HighTower Advisors, LLC | 0.00% | Add +80.0% | 30,784 | $688K |
| Mendota Financial Group, LLC | 0.50% | Add +1.3% | 30,725 | $687K |
| Koss-Olinger Consulting, LLC | 0.05% | Add +25.6% | 28,767 | $643K |
| KOM Wealth Management Group, LLC | 0.45% | New | 28,191 | $630K |
| Modera Wealth Management, LLC | 0.01% | Add +31.6% | 27,964 | $625K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.51% | Add +19.8% | 27,635 | $618K |
| Harbour Investments, Inc. | 0.01% | Add +21.6% | 27,477 | $615K |
| Barrett & Company, Inc. | 0.20% | Add +13.3% | 27,110 | $606K |
| Gilbert & Cook, Inc. | 0.08% | New | 26,806 | $600K |
| Merit Financial Group, LLC | 0.00% | Add +127.0% | 26,392 | $590K |
| Riverchase Wealth Management, LLC | 0.32% | New | 26,174 | $585K |
| Cerity Partners LLC | 0.00% | Add +18.1% | 25,902 | $579K |
| Coldstream Capital Management Inc. | 0.01% | No change | 25,735 | $576K |
| Duncker Streett & Co. Inc. | 0.10% | No change | 25,288 | $566K |
| Element Wealth, LLC | 0.23% | Add +71.4% | 25,233 | $564K |
| Creative Planning | 0.00% | Add +9.7% | 25,003 | $559K |
| LBMC Investment Advisors, LLC | 0.03% | Add +46.6% | 24,293 | $543K |
| Grant Street Asset Management, Inc. | 0.11% | Add +1.3% | 24,096 | $539K |
| National Bank of Canada | 0.00% | Add +43.0% | 23,595 | $528K |
| MAI Capital Management | 0.00% | Add +23.8% | 23,182 | $518K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +19.3% | 22,135 | $495K |
| Wealth Advisory Solutions, LLC | 0.11% | Add +1.6% | 21,967 | $491K |
| Evexia Wealth LLC | 0.14% | Reduce -7.1% | 21,785 | $488K |
| Principal Securities, Inc. | 0.01% | Add +10.3% | 20,938 | $468K |
| Daybright Advisory Services, Inc. | 0.12% | — | 20,851 | $466K |
| Lido Advisors, LLC | 0.00% | New | 20,453 | $458K |
| Tableaux LLC | 0.32% | Add +3.2% | 20,150 | $451K |
| Black Maple Capital Management LP | 0.33% | No change | 20,000 | $447K |
| AQR Capital Management | 0.00% | No change | 19,365 | $433K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +111.5% | 19,240 | $430K |
| Heartland Bank & Trust Co | 0.18% | No change | 19,209 | $430K |
| Equitable Holdings, Inc. | 0.00% | Add +29.2% | 18,935 | $423K |
| Jacobi Capital Management LLC | 0.02% | Add +7.3% | 18,475 | $413K |
| Independent Advisor Alliance | 0.01% | Add +5.8% | 18,291 | $409K |
| Woodley Farra Manion Portfolio Management Inc. | 0.02% | Add +8.8% | 17,785 | $398K |
| CreativeOne Wealth, LLC | 0.01% | New | 17,712 | $396K |
| Great Diamond Partners, LLC | 0.08% | Add +62.9% | 17,627 | $394K |
| Walleye Partners, LLC | 0.43% | — | 17,159 | $384K |
| Signature Wealth Management Group | 0.15% | No change | 16,915 | $378K |
| OneDigital Investment Advisors LLC | 0.00% | New | 16,915 | $378K |
| TFR Capital, LLC. | 0.12% | New | 16,369 | $366K |
| Wealthspire Advisors, LLC | 0.00% | Add +24.5% | 16,189 | $362K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +26.8% | 15,971 | $357K |
| Opus Capital Group, LLC | 0.04% | Add +9.2% | 15,830 | $354K |
| Mgo One Seven LLC | 0.01% | New | 15,775 | $353K |
| Kestra Investment Management, LLC | 0.01% | Add +0.6% | 15,674 | $351K |
| Pinnacle Bancorp, Inc. | 0.10% | No change | 15,492 | $346K |
| STAR Financial Bank | 0.18% | Reduce -3.8% | 15,451 | $346K |
| Summit Wealth Partners, LLC | 0.06% | No change | 15,443 | $345K |
| Trinity Wealth Management, LLC | 0.13% | Add +2.0% | 15,387 | $344K |
| Crews Bank & Trust | 0.05% | Reduce -8.3% | 15,100 | $338K |
| CFS Investment Advisory Services, LLC | 0.02% | Add +3.0% | 14,309 | $320K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.10% | New | 13,803 | $309K |
| Autumn Glory Partners, LLC | 0.11% | Add +0.4% | 13,689 | $306K |
| KPP Advisory Services LLC | 0.04% | No change | 13,575 | $304K |
| Old Port Advisors | 0.07% | New | 13,501 | $302K |
| Yoder Wealth Management, Inc. | 0.13% | Add +19.1% | 13,070 | $292K |
| Level Four Advisory Services, LLC | 0.01% | New | 12,810 | $287K |
| Alamar Capital Management, LLC | 0.16% | New | 12,700 | $284K |
| Savvy Advisors, Inc. | 0.01% | New | 12,621 | $282K |
| Liberty Wealth Management LLC | 0.04% | Add +1.1% | 12,593 | $282K |
| High Note Wealth, LLC | 0.05% | Add +820.0% | 12,061 | $270K |
| Advisory Services Network, LLC | 0.00% | New | 12,023 | $269K |
| DecisionMap Wealth Management, LLC | 0.17% | Add +2.6% | 11,981 | $268K |
| RFP Financial Group LLC | 0.12% | Reduce -51.5% | 11,663 | $261K |
| Foundations Investment Advisors, LLC | 0.00% | New | 11,530 | $258K |
| Highland Financial Advisors, LLC | 0.07% | No change | 11,430 | $256K |
| Cambridge Financial Group, LLC | 0.09% | Reduce -1.8% | 11,498 | $255K |
| O'Brien Wealth Partners LLC | 0.03% | New | 11,324 | $253K |
| Towne Trust Company, N.A | 0.08% | Add +101.8% | 11,300 | $253K |
| Connecticut Wealth Management, LLC | 0.01% | Add +23.9% | 11,262 | $252K |
| Schmidt P J Investment Management Inc. | 0.04% | Reduce -14.6% | 11,178 | $250K |
| Blue Square Asset Management, LLC | 0.11% | New | 11,173 | $250K |
| Hanover Advisors Inc. | 0.09% | New | 10,569 | $236K |
| Physician Wealth Advisors, Inc. | 0.03% | Add +0.4% | 10,473 | $234K |
| Old Mission Investment Co LLC | 0.06% | Add +11.4% | 10,331 | $231K |
| Guidance Point Advisors, LLC | 0.05% | Add +2.4% | 10,018 | $224K |
| Flow Traders U.S. LLC | 0.01% | New | 9,942 | $222K |
| Raab & Moskowitz Asset Management LLC | 0.05% | New | 9,733 | $218K |
| Conrad Siegel Investment Advisors, Inc. | 0.04% | New | 9,577 | $214K |
| Cyr Financial Inc. | 0.13% | Reduce -18.6% | 9,485 | $212K |
| Private Management Group Inc. | 0.01% | New | 9,013 | $202K |
| Phillips Financial Management, LLC | 0.01% | New | 8,345 | $187K |
| Cherry Tree Wealth Management, LLC | 0.03% | Add +46.7% | 6,040 | $135K |
| Hills Bank & Trust Co | 0.01% | Add +3.4% | 5,139 | $115K |
| SageView Advisory Group, LLC | 0.00% | New | 4,510 | $101K |
| Comerica Bank | 0.00% | No change | 4,466 | $100K |
| CNB Bank | 0.04% | Add +377.4% | 4,316 | $97K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 3,363 | $75K |
| First PREMIER Bank | 0.02% | Add +0.8% | 3,076 | $69K |
| US Bancorp \de | 0.00% | No change | 3,050 | $68K |
| 2UniFi Bank | 0.03% | No change | 2,773 | $62K |
| Hara Capital LLC | 0.03% | No change | 2,643 | $59K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 2,150 | $48K |
| Mascoma Wealth Management LLC | 0.01% | No change | 1,985 | $44K |
| Laurel Wealth Advisors LLC | 0.01% | New | 1,950 | $44K |
| Old Second National Bank of Aurora | 0.01% | No change | 1,825 | $41K |
| Bank of Montreal | 0.00% | Add +1.2% | 1,718 | $38K |
| Clearstead Trust, LLC | 0.00% | New | 1,329 | $30K |
| MCF Advisors LLC | 0.00% | Add +1.7% | 1,308 | $29K |
| Private Trust Co. NA | 0.00% | No change | 1,162 | $26K |
| Robbins Farley | 0.01% | Reduce -35.8% | 1,121 | $25K |
| FMR LLC | 0.00% | Reduce -0.3% | 1,114 | $25K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,095 | $24K |
| Clayton Financial Group LLC | 0.01% | New | 1,025 | $23K |
| Eastern Bank | 0.00% | No change | 950 | $21K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +1.3% | 792 | $18K |
| Gilpin Wealth Management, LLC | 0.01% | — | 379 | $8K |
| CIBC Private Wealth Group LLC | 0.00% | New | 378 | $8K |
| AE Wealth Management LLC | 0.00% | New | 282 | $6K |
| Key Capital Management, INC | 0.00% | — | 104 | $2K |
| FAS Wealth Partners, Inc. | 0.00% | New | 95 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 63 | $1K |
| AlphaCore Capital LLC | 0.00% | No change | 50 | $1K |
| Rockefeller Capital Management L.P. | 0.00% | New | 7 | $157 |
"% 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.