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 |
| Leo Wealth, LLC | 0.15% | Reduce -12.0% | 91,393 | $2.0M |
| Truist Financial Corp. | 0.00% | Add +2.1% | 90,165 | $2.0M |
| Citadel Advisors | 0.00% | New | 83,223 | $1.9M |
| Associated Banc-Corp | 0.05% | Reduce -2.9% | 82,547 | $1.8M |
| Modern Wealth Management, LLC | 0.03% | Add +17.9% | 81,292 | $1.8M |
| Valmark Advisers, Inc. | 0.02% | Reduce -1.7% | 79,527 | $1.8M |
| Summitpoint Capital Management | 2.25% | — | 79,218 | $1.8M |
| Foundry Financial Group, Inc. | 0.84% | Reduce -3.8% | 76,122 | $1.7M |
| CreativeOne Wealth, LLC | 0.04% | Add +306.4% | 71,988 | $1.6M |
| MML Investors Services, LLC | 0.00% | Reduce -15.6% | 65,429 | $1.5M |
| KFG Wealth Management, LLC | 0.19% | Add +11.8% | 65,339 | $1.5M |
| Cerity Partners LLC | 0.00% | Add +134.6% | 60,775 | $1.4M |
| Montecito Bank & Trust | 0.22% | Reduce -2.6% | 59,372 | $1.3M |
| Coldstream Capital Management Inc. | 0.02% | Add +130.0% | 59,188 | $1.3M |
| Delta Wealth Advisors LLC | 0.91% | Reduce -0.6% | 53,490 | $1.2M |
| Horizons Wealth Management | 0.76% | Add +1.7% | 51,543 | $1.1M |
| KOM Wealth Management Group, LLC | 0.78% | Add +81.0% | 51,014 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +42.1% | 50,329 | $1.1M |
| Compass Ion Advisors, LLC | 0.11% | Add +24.8% | 49,723 | $1.1M |
| Mariner, LLC | 0.00% | Add +0.4% | 49,708 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.8% | 48,561 | $1.1M |
| Mgo One Seven LLC | 0.02% | Add +188.2% | 45,460 | $1.0M |
| Granite Harbor Advisors, Inc. | 0.40% | Add +1.5% | 41,264 | $919K |
| Susquehanna International Group, LLP | 0.00% | Reduce -37.0% | 40,041 | $892K |
| Creative Planning | 0.00% | Add +56.1% | 39,042 | $870K |
| Gradient Investments LLC | 0.01% | Reduce -4.3% | 38,049 | $848K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -2.6% | 37,832 | $843K |
| Great Diamond Partners, LLC | 0.16% | Add +107.0% | 36,492 | $813K |
| Duncker Streett & Co. Inc. | 0.15% | Add +43.8% | 36,366 | $810K |
| LBMC Investment Advisors, LLC | 0.05% | Add +37.1% | 33,298 | $742K |
| Wealthspire Advisors, LLC | 0.01% | Add +102.1% | 32,718 | $729K |
| Harbour Investments, Inc. | 0.01% | Add +16.7% | 32,064 | $714K |
| Straight Path Wealth Management | 0.19% | Reduce -2.0% | 31,469 | $701K |
| Cibc World Market Inc. | 0.00% | Add +0.8% | 31,060 | $692K |
| Mendota Financial Group, LLC | 0.51% | Add +0.6% | 30,909 | $689K |
| Stratos Wealth Advisors, LLC | 0.04% | New | 29,740 | $663K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.3% | 29,473 | $657K |
| Koss-Olinger Consulting, LLC | 0.05% | Add +0.2% | 28,821 | $642K |
| Keeler Thomas Management LLC | 0.27% | Reduce -53.0% | 28,654 | $638K |
| Tableaux LLC | 0.31% | Add +41.6% | 28,525 | $636K |
| Chris Bulman Inc | 0.27% | Reduce -12.9% | 28,127 | $627K |
| Barrett & Company, Inc. | 0.22% | Add +3.7% | 28,110 | $626K |
| Modera Wealth Management, LLC | 0.01% | No change | 27,964 | $623K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.50% | No change | 27,635 | $616K |
| Atwater Malick LLC | 0.16% | New | 26,944 | $600K |
| Element Wealth, LLC | 0.25% | Add +6.8% | 26,938 | $600K |
| Merit Financial Group, LLC | 0.00% | Add +0.4% | 26,507 | $591K |
| Woodley Farra Manion Portfolio Management Inc. | 0.03% | Add +48.8% | 26,461 | $590K |
| Riverchase Wealth Management, LLC | 0.30% | No change | 26,174 | $583K |
| Lido Advisors, LLC | 0.00% | Add +27.6% | 26,107 | $582K |
| Evexia Wealth LLC | 0.16% | Add +16.5% | 25,387 | $565K |
| National Bank of Canada | 0.00% | Add +3.8% | 24,484 | $545K |
| Grant Street Asset Management, Inc. | 0.10% | Add +0.6% | 24,240 | $540K |
| Wealth Advisory Solutions, LLC | 0.12% | Add +7.6% | 23,643 | $527K |
| Black Maple Capital Management LP | 0.40% | Add +16.3% | 23,250 | $518K |
| Johnson Investment Counsel Inc. | 0.00% | New | 23,155 | $516K |
| Basepoint Wealth LLC | 0.29% | New | 22,875 | $510K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +17.8% | 22,661 | $505K |
| Gilbert & Cook, Inc. | 0.06% | Reduce -17.5% | 22,110 | $493K |
| Eldridge Investment Advisors, Inc. | 0.11% | New | 21,867 | $486K |
| Daybright Advisory Services, Inc. | 0.13% | Add +0.6% | 20,975 | $467K |
| Equitable Holdings, Inc. | 0.00% | Add +7.9% | 20,435 | $457K |
| Principal Securities, Inc. | 0.01% | Reduce -2.4% | 20,446 | $456K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -8.2% | 20,327 | $453K |
| Strategic Financial Concepts, LLC | 0.11% | New | 20,262 | $451K |
| Jane Street Group, LLC | 0.00% | New | 19,907 | $444K |
| MAI Capital Management | 0.00% | Reduce -14.5% | 19,831 | $442K |
| Madden Advisory Services, Inc. | 0.17% | New | 19,664 | $438K |
| AQR Capital Management | 0.00% | No change | 19,365 | $432K |
| Heartland Bank & Trust Co | 0.10% | No change | 19,209 | $428K |
| Jacobi Capital Management LLC | 0.02% | Add +1.3% | 18,723 | $417K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 18,394 | $410K |
| Quantinno Capital Management LP | 0.00% | New | 18,144 | $404K |
| Smithbridge Asset Management Inc. | 0.06% | Reduce -50.0% | 18,000 | $401K |
| Beacon Financial Planning, Inc. | 0.16% | New | 17,969 | $400K |
| Savvy Advisors, Inc. | 0.01% | Add +37.1% | 17,300 | $385K |
| Walleye Partners, LLC | 0.47% | Add +0.6% | 17,261 | $385K |
| Signature Wealth Management Group | 0.14% | No change | 16,915 | $377K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 16,915 | $377K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +3.7% | 16,560 | $369K |
| Pinnacle Bancorp, Inc. | 0.11% | Add +4.3% | 16,163 | $360K |
| Kestra Investment Management, LLC | 0.01% | Add +1.1% | 15,855 | $353K |
| Opus Capital Group, LLC | 0.04% | No change | 15,830 | $353K |
| Crews Bank & Trust | 0.05% | Add +4.5% | 15,775 | $352K |
| Summit Wealth Partners, LLC | 0.05% | No change | 15,443 | $344K |
| Trinity Wealth Management, LLC | 0.13% | No change | 15,387 | $343K |
| High Note Wealth, LLC | 0.07% | Add +24.0% | 14,961 | $333K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.10% | Add +6.4% | 14,692 | $327K |
| KPP Advisory Services LLC | 0.05% | Add +7.4% | 14,575 | $325K |
| CFS Investment Advisory Services, LLC | 0.02% | Add +0.2% | 14,333 | $320K |
| Schmidt P J Investment Management Inc. | 0.05% | Add +28.1% | 14,324 | $319K |
| Mission Wealth Management, LP | 0.01% | New | 14,027 | $313K |
| Autumn Glory Partners, LLC | 0.11% | Add +0.2% | 13,717 | $306K |
| Old Mission Investment Co LLC | 0.07% | Add +32.6% | 13,696 | $305K |
| Foundations Investment Advisors, LLC | 0.00% | Add +17.5% | 13,547 | $302K |
| Tower Bridge Advisors | 0.03% | New | 13,475 | $300K |
| Advisory Services Network, LLC | 0.00% | Add +10.4% | 13,280 | $296K |
| Raab & Moskowitz Asset Management LLC | 0.07% | Add +36.0% | 13,235 | $295K |
| Alterna Wealth Management, Inc. | 0.22% | New | 13,172 | $294K |
| Yoder Wealth Management, Inc. | 0.13% | No change | 13,070 | $291K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.0% | 12,813 | $286K |
| Alamar Capital Management, LLC | 0.17% | No change | 12,700 | $283K |
| Liberty Wealth Management LLC | 0.04% | Add +0.5% | 12,656 | $282K |
| Towne Trust Company, N.A | 0.09% | Add +9.7% | 12,400 | $276K |
| DecisionMap Wealth Management, LLC | 0.17% | No change | 11,981 | $267K |
| Blue Square Asset Management, LLC | 0.12% | Add +4.2% | 11,643 | $259K |
| United Community Bank | 0.09% | New | 11,520 | $257K |
| Cambridge Financial Group, LLC | 0.09% | No change | 11,498 | $256K |
| Highland Financial Advisors, LLC | 0.07% | No change | 11,430 | $255K |
| Connecticut Wealth Management, LLC | 0.01% | Add +0.1% | 11,275 | $251K |
| MLP3, LLC | 0.27% | New | 10,988 | $245K |
| CGN Advisors LLC | 0.02% | New | 10,586 | $236K |
| Guidance Point Advisors, LLC | 0.06% | Add +5.4% | 10,558 | $235K |
| Hanover Advisors Inc. | 0.09% | Reduce -0.9% | 10,471 | $233K |
| Conrad Siegel Investment Advisors, Inc. | 0.04% | Add +2.2% | 9,784 | $218K |
| World Investment Advisors | 0.00% | New | 9,632 | $215K |
| Phillips Financial Management, LLC | 0.01% | Add +0.6% | 8,394 | $187K |
| Physician Wealth Advisors, Inc. | 0.02% | Reduce -33.3% | 6,985 | $156K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 6,040 | $135K |
| Hills Bank & Trust Co | 0.01% | Add +3.4% | 5,316 | $118K |
| Fifth Third Bancorp | 0.00% | New | 4,915 | $110K |
| Farther Finance Advisors, LLC | 0.00% | New | 4,482 | $100K |
| CNB Bank | 0.04% | Reduce -1.2% | 4,266 | $95K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 3,365 | $75K |
| First PREMIER Bank | 0.02% | No change | 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 |
| Mascoma Wealth Management LLC | 0.01% | No change | 1,985 | $44K |
| AE Wealth Management LLC | 0.00% | Add +584.0% | 1,929 | $43K |
| Bank of Montreal | 0.00% | Add +0.6% | 1,729 | $39K |
| Ascentis Independent Advisors | 0.00% | New | 1,500 | $33K |
| Clearstead Trust, LLC | 0.00% | No change | 1,329 | $30K |
| MCF Advisors LLC | 0.00% | No change | 1,308 | $29K |
| Private Trust Co. NA | 0.00% | No change | 1,162 | $26K |
| FMR LLC | 0.00% | Reduce -0.4% | 1,110 | $25K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,095 | $24K |
| Atlantic Private Wealth, LLC | 0.02% | New | 1,056 | $24K |
| Clayton Financial Group LLC | 0.01% | Add +1.9% | 1,045 | $23K |
| Eastern Bank | 0.00% | No change | 950 | $21K |
| Old Second National Bank of Aurora | 0.00% | Reduce -50.0% | 913 | $20K |
| Robbins Farley | 0.01% | Reduce -18.6% | 912 | $20K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +0.5% | 796 | $18K |
| Root Financial Partners, LLC | 0.00% | New | 573 | $13K |
| Gilpin Wealth Management, LLC | 0.01% | No change | 379 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 63 | $1K |
| Larson Financial Group LLC | 0.00% | New | 53 | $1K |
| AlphaCore Capital LLC | 0.00% | Add +2.0% | 51 | $1K |
| Lanark Financial, Inc. | 0.00% | New | 50 | $1K |
| JPMorgan Chase & Co. | 0.00% | New | 7 | $156 |
| Rockefeller Capital Management L.P. | 0.00% | No change | 7 | $156 |
"% 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.