iShares Ibonds Dec 2028 TermIBTIETF
13F holders, Q1 2026 (March 31)251holders +18
32new positions
11sold out
2famous investors
$22.28avg. 13F price*
At the end of Q1 2026, 251 institutions reported holding iShares Ibonds Dec 2028 Term (IBTI) in their 13F filings, up 18 from Q4 2025. 32 opened new positions and 11 sold out. The largest holders were Focus Partners Wealth ($76.2M), Morgan Stanley ($76.2M) and Wells Fargo & Company ($67.7M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $94.4M |
| Exits | 11 | $3.8M |
All 13F filers, Q4 2025 → Q1 2026: 11,144,323 shares bought and 708,441 shares sold, net +10,435,882 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 251 holders
| Focus Partners Wealth | 0.08% | Add +6.0% | 3,421,445 | $76.2M |
| Morgan Stanley | 0.00% | Reduce -0.9% | 3,418,717 | $76.2M |
| Wells Fargo & Company | 0.01% | Add +6.6% | 3,039,168 | $67.7M |
| Bank of America Corp. | 0.00% | Add +2.8% | 2,726,336 | $60.8M |
| Mercer Global Advisors Inc. | 0.08% | Add +5.9% | 2,405,511 | $53.6M |
| Raymond James Financial Inc. | 0.01% | Add +4.7% | 1,947,621 | $43.4M |
| UBS Group AG | 0.01% | Add +37.9% | 1,410,375 | $31.4M |
| Bailard, Inc. | 0.70% | New | 1,361,953 | $30.3M |
| Brookstone Capital Management | 0.35% | Reduce -1.1% | 1,354,916 | $30.2M |
| Heartwood Wealth Advisors LLC | 2.51% | New | 1,291,891 | $28.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +1299.0% | 1,270,377 | $28.3M |
| Financial Advisory Corp | 3.82% | Add +25.8% | 1,234,618 | $27.5M |
| Asset Advisors Investment Management, LLC | 2.58% | Add +5.3% | 1,213,245 | $27.0M |
| United Capital Financial Advisors, LLC | 0.16% | Add +13.1% | 1,181,634 | $26.3M |
| HM Payson & Co. | 0.34% | Add +69.3% | 1,047,861 | $23.3M |
| LPL Financial LLC | 0.01% | Add +22.1% | 1,040,991 | $23.2M |
| Stratos Wealth Partners, LTD. | 0.26% | Add +3.8% | 1,013,803 | $22.6M |
| Atwood & Palmer Inc. | 1.19% | Add +2.1% | 943,410 | $21.0M |
| Royal Bank of Canada | 0.00% | Add +25.6% | 940,676 | $21.0M |
| Horizon Advisory Services, Inc. | 10.29% | Add +2.2% | 901,221 | $20.1M |
| Journey Advisory Group, LLC | 1.66% | Add +2.9% | 870,420 | $19.4M |
| Integrated Wealth Concepts LLC | 0.14% | Add +37.6% | 809,948 | $18.0M |
| Ameriprise Financial Inc. | 0.00% | Add +65.8% | 802,850 | $17.9M |
| MKT Advisors LLC | 5.98% | Add +2.4% | 802,813 | $17.8M |
| Baltimore-Washington Financial Advisors, Inc. | 0.77% | Add +10.6% | 791,726 | $17.6M |
| OneAscent Financial Services LLC | 0.91% | New | 755,760 | $16.8M |
| Cwm, LLC | 0.04% | Add +6.3% | 750,303 | $16.7M |
| Moseley Investment Management Inc. | 5.12% | Add +2.3% | 720,119 | $16.0M |
| BlackRock, Inc. | 0.00% | Add +138.1% | 677,535 | $15.1M |
| Denver PWM, LLC | 5.08% | Reduce -11.3% | 665,587 | $14.8M |
| Krilogy Financial LLC | 0.43% | Add +4.6% | 598,916 | $13.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.0% | 575,054 | $12.8M |
| Titleist Asset Management, LLC | 0.94% | Add +85.7% | 558,845 | $12.5M |
| Stifel Financial Corp. | 0.01% | Reduce -0.3% | 554,901 | $12.4M |
| Legacy Private Trust Co. | 0.75% | Reduce -0.0% | 548,089 | $12.2M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +1.9% | 546,818 | $12.2M |
| Scissortail Wealth Management, LLC | 2.32% | Add +14.8% | 518,193 | $11.5M |
| Trust Co | 1.06% | Add +1.0% | 508,964 | $11.3M |
| Wealth Management Strategies, Inc. | 4.79% | Add +4.2% | 475,579 | $10.6M |
| Shelton Wealth Management, LLC | 4.50% | Add +17.7% | 458,432 | $10.2M |
| MV Capital Management, Inc. | 0.91% | Add +40.7% | 417,856 | $9.3M |
| Eight 31 Financial, LLC | 5.61% | Reduce -1.8% | 417,173 | $9.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.13% | Add +25.0% | 387,821 | $8.6M |
| Osaic Holdings, Inc. | 0.01% | Add +10.5% | 385,037 | $8.6M |
| Snowden Capital Advisors LLC | 0.23% | Reduce -0.6% | 382,400 | $8.5M |
| NewEdge Advisors, LLC | 0.03% | Add +4.3% | 349,996 | $7.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +36.0% | 324,307 | $7.2M |
| Northstar Group, Inc. | 1.06% | Add +7.5% | 323,298 | $7.2M |
| D.A. Davidson & Co. | 0.04% | Add +5.5% | 309,673 | $6.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +2.5% | 306,134 | $6.8M |
| Carmel Capital Partners, LLC | 2.34% | Add +7.9% | 291,085 | $6.5M |
| Janney Montgomery Scott LLC | 0.02% | Add +19.4% | 287,213 | $6.4M |
| Baird Financial Group, Inc. | 0.01% | Add +38.3% | 285,030 | $6.4M |
| CENTRAL TRUST Co | 0.12% | Add +3.9% | 284,536 | $6.3M |
| Oak Family Advisors, LLC | 1.88% | New | 274,078 | $6.1M |
| Rebalance, LLC | 0.35% | Add +1.3% | 268,359 | $6.0M |
| Boston Family Office LLC | 0.39% | Add +5.7% | 265,984 | $5.9M |
| Probity Advisors, Inc. | 0.91% | Reduce -38.9% | 257,738 | $5.7M |
| Independent Advisor Alliance | 0.06% | Add +1201.0% | 237,958 | $5.3M |
| BIP Wealth, LLC | 0.21% | Reduce -3.4% | 229,954 | $5.1M |
| Fca Corp. | 1.41% | Add +2.1% | 224,296 | $5.0M |
| Stockman Wealth Management, Inc. | 0.55% | Add +11.4% | 223,130 | $5.0M |
| Colton Groome Financial Advisors, LLC | 1.35% | Reduce -9.8% | 212,112 | $4.7M |
| Asset Dedication, LLC | 0.33% | Add +32.0% | 208,368 | $4.6M |
| Apella Capital, LLC | 0.06% | Add +15.2% | 194,701 | $4.3M |
| IFP Advisors, Inc | 0.09% | Add +1.4% | 187,219 | $4.2M |
| Leavell Investment Management, Inc. | 0.16% | Add +27.7% | 178,011 | $4.0M |
| Signaturefd, LLC | 0.06% | Reduce -2.6% | 172,974 | $3.9M |
| Accretive Wealth Partners, LLC | 1.02% | Add +5.0% | 162,479 | $3.6M |
| Portland Global Advisors LLC | 0.39% | Add +15.0% | 162,162 | $3.6M |
| Thoroughbred Financial Services, LLC | 0.21% | Add +1.7% | 161,277 | $3.6M |
| Belpointe Asset Management LLC | 0.13% | Add +15.3% | 160,793 | $3.6M |
| Old Port Advisors | 0.79% | Add +1033.3% | 153,007 | $3.4M |
| Chatham Capital Group, Inc. | 0.48% | Add +2.3% | 147,965 | $3.3M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +1.9% | 147,226 | $3.3M |
| Collaborative Fund Advisors, LLC | 1.98% | — | 143,997 | $3.2M |
| Parallel Advisors, LLC | 0.06% | Add +2.4% | 142,903 | $3.2M |
| Howland Capital Management LLC | 0.12% | Add +11.0% | 139,687 | $3.1M |
| Cornerstone Planning, LLC | 0.69% | New | 136,349 | $3.0M |
| Allworth Financial LP | 0.01% | Add +0.3% | 135,862 | $3.0M |
| Lantz Financial LLC | 0.62% | Add +13.2% | 134,796 | $3.0M |
| SCS Capital Management LLC | 0.03% | Add +15.9% | 131,472 | $2.9M |
| Sanctuary Advisors, LLC | 0.02% | Add +3.7% | 130,377 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +15.9% | 127,152 | $2.8M |
| Jim Saulnier & Associates, LLC | 1.37% | Add +9.4% | 126,709 | $2.8M |
| Cetera Investment Advisers | 0.00% | Reduce -6.0% | 123,637 | $2.8M |
| Midwest Professional Planners, LTD. | 0.62% | Add +45.1% | 118,833 | $2.6M |
| Capital Investment Advisors, LLC | 0.04% | Reduce -1.1% | 116,515 | $2.6M |
| Atria Investments, Inc | 0.03% | Add +3.0% | 115,220 | $2.6M |
| Park Avenue Securities LLC | 0.02% | Add +5.4% | 112,721 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +131.9% | 110,381 | $2.5M |
| Captrust Financial Advisors | 0.00% | Add +3.6% | 108,326 | $2.4M |
| Penobscot Investment Management Company, Inc. | 0.19% | Reduce -1.7% | 106,465 | $2.4M |
| Transcend Capital Advisors, LLC | 0.19% | Reduce -8.1% | 106,150 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -22.1% | 102,920 | $2.3M |
| Hughes Financial Services, LLC | 0.34% | Add +1.2% | 99,970 | $2.2M |
| Gould Asset Management LLC | 0.37% | Add +0.3% | 94,330 | $2.1M |
| TFR Capital, LLC. | 0.63% | Add +465.4% | 92,546 | $2.1M |
| Reliant Wealth Planning | 0.62% | Add +0.7% | 92,278 | $2.1M |
| Essential Planning, LLC. | 0.65% | Reduce -3.5% | 92,246 | $2.1M |
"% 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.