iShares Ibonds Dec 2028 TermIBTIETF
13F holders, Q2 2026 (June 30)257holders +6
22new positions
13sold out
2famous investors
$22.14avg. 13F price*
At the end of Q2 2026, 257 institutions reported holding iShares Ibonds Dec 2028 Term (IBTI) in their 13F filings, up 6 from Q1 2026. 22 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($76.9M), Focus Partners Wealth ($75.9M) and Bank of America Corp. ($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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $51.2M |
| Exits | 13 | $6.4M |
All 13F filers, Q1 2026 → Q2 2026: 9,173,615 shares bought and 3,415,230 shares sold, net +5,758,385 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 257 holders
| Morgan Stanley | 0.00% | Add +1.5% | 3,471,206 | $76.9M |
| Focus Partners Wealth | 0.08% | Add +0.2% | 3,426,968 | $75.9M |
| Bank of America Corp. | 0.00% | Add +12.1% | 3,057,130 | $67.7M |
| Stratos Wealth Advisors, LLC | 3.37% | Add +9211.0% | 2,769,082 | $61.3M |
| Mercer Global Advisors Inc. | 0.07% | Add +9.7% | 2,638,111 | $58.4M |
| Wells Fargo & Company | 0.01% | Reduce -37.0% | 1,914,158 | $42.4M |
| Arax Advisory Partners | 0.28% | New | 1,889,290 | $41.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -6.4% | 1,822,459 | $40.3M |
| Bailard, Inc. | 0.65% | Add +5.7% | 1,439,724 | $31.9M |
| UBS Group AG | 0.00% | Reduce -2.1% | 1,381,039 | $30.6M |
| Brookstone Capital Management | 0.31% | Add +1.4% | 1,373,314 | $30.4M |
| Financial Advisory Corp | 3.95% | Add +9.1% | 1,347,199 | $29.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.5% | 1,340,234 | $29.7M |
| Heartwood Wealth Advisors LLC | 2.25% | Add +1.1% | 1,306,170 | $28.9M |
| United Capital Financial Advisors, LLC | 0.15% | Add +7.0% | 1,264,630 | $28.0M |
| Asset Advisors Investment Management, LLC | 2.47% | Add +0.2% | 1,215,509 | $26.9M |
| BlackRock, Inc. | 0.00% | Add +76.2% | 1,194,096 | $26.4M |
| HM Payson & Co. | 0.35% | Add +13.1% | 1,184,748 | $26.2M |
| LPL Financial LLC | 0.01% | Add +6.7% | 1,110,186 | $24.6M |
| Stratos Wealth Partners, LTD. | 0.23% | Add +2.6% | 1,039,854 | $23.0M |
| Integrated Wealth Concepts LLC | 0.14% | Add +19.4% | 966,839 | $21.4M |
| Atwood & Palmer Inc. | 1.13% | Add +1.7% | 959,379 | $21.2M |
| Horizon Advisory Services, Inc. | 8.62% | Add +2.4% | 922,765 | $20.4M |
| Journey Advisory Group, LLC | 1.49% | Add +1.0% | 878,742 | $19.5M |
| MKT Advisors LLC | 5.77% | Add +4.8% | 841,610 | $18.6M |
| Baltimore-Washington Financial Advisors, Inc. | 0.69% | Add +4.8% | 829,783 | $18.4M |
| Ameriprise Financial Inc. | 0.00% | Add +0.2% | 804,732 | $17.8M |
| OneAscent Financial Services LLC | 0.82% | Add +2.6% | 775,624 | $17.2M |
| Denver PWM, LLC | 5.31% | Add +10.3% | 734,257 | $16.2M |
| Krilogy Financial LLC | 0.42% | Add +7.3% | 642,965 | $14.2M |
| Legacy Private Trust Co. | 0.72% | Add +6.0% | 580,762 | $12.9M |
| Stifel Financial Corp. | 0.01% | Add +0.5% | 557,388 | $12.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -4.9% | 547,014 | $12.1M |
| Royal Bank of Canada | 0.00% | Reduce -42.4% | 541,584 | $12.0M |
| Scissortail Wealth Management, LLC | 2.24% | Add +1.6% | 526,299 | $11.7M |
| Trust Co | 1.02% | Add +0.4% | 511,055 | $11.3M |
| Wealth Management Strategies, Inc. | 4.38% | Add +6.5% | 506,332 | $11.2M |
| Shelton Wealth Management, LLC | 4.30% | Add +7.1% | 490,978 | $10.9M |
| BIP Wealth, LLC | 0.31% | Add +112.3% | 488,074 | $10.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.14% | Add +20.4% | 467,062 | $10.3M |
| Carmel Capital Partners, LLC | 3.32% | Add +55.8% | 453,564 | $10.0M |
| Eight 31 Financial, LLC | 5.64% | Add +2.7% | 428,466 | $9.5M |
| MV Capital Management, Inc. | 0.83% | Add +1.5% | 424,248 | $9.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +23.1% | 399,155 | $8.8M |
| Titleist Asset Management, LLC | 0.59% | Reduce -28.8% | 398,119 | $8.8M |
| NewEdge Advisors, LLC | 0.03% | Add +12.1% | 392,340 | $8.7M |
| Osaic Holdings, Inc. | 0.01% | Add +1.6% | 391,165 | $8.7M |
| Snowden Capital Advisors LLC | 0.20% | Reduce -0.9% | 378,862 | $8.4M |
| D.A. Davidson & Co. | 0.04% | Add +12.8% | 349,431 | $7.7M |
| Northstar Group, Inc. | 1.03% | Add +7.8% | 348,639 | $7.7M |
| Baird Financial Group, Inc. | 0.01% | Add +10.1% | 313,944 | $7.0M |
| CENTRAL TRUST Co | 0.12% | Add +6.3% | 302,583 | $6.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -1.8% | 300,782 | $6.7M |
| Rebalance, LLC | 0.35% | Add +11.0% | 297,936 | $6.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.6% | 294,724 | $6.5M |
| Boston Family Office LLC | 0.39% | Add +8.8% | 289,372 | $6.4M |
| Old Port Advisors | 1.18% | Add +76.0% | 269,246 | $6.0M |
| Asset Dedication, LLC | 0.35% | Add +19.6% | 249,289 | $5.5M |
| Stockman Wealth Management, Inc. | 0.53% | Add +3.1% | 230,063 | $5.1M |
| Fca Corp. | 1.25% | Add +1.8% | 228,370 | $5.1M |
| Apella Capital, LLC | 0.07% | Add +11.8% | 217,581 | $4.8M |
| Global Retirement Partners, LLC | 0.07% | — | 213,171 | $4.7M |
| IFP Advisors, Inc | 0.08% | Add +12.4% | 210,382 | $4.7M |
| Oak Family Advisors, LLC | 1.27% | Reduce -27.3% | 199,346 | $4.4M |
| Accretive Wealth Partners, LLC | 1.07% | Add +22.1% | 198,458 | $4.4M |
| Leavell Investment Management, Inc. | 0.15% | Add +7.4% | 191,149 | $4.2M |
| Colton Groome Financial Advisors, LLC | 0.98% | Reduce -13.4% | 183,617 | $4.1M |
| Signaturefd, LLC | 0.05% | Add +4.0% | 179,960 | $4.0M |
| Portland Global Advisors LLC | 0.37% | Add +8.2% | 175,459 | $3.9M |
| Belpointe Asset Management LLC | 0.13% | Add +8.4% | 174,270 | $3.9M |
| Howland Capital Management LLC | 0.13% | Add +18.7% | 165,757 | $3.7M |
| Atlantic Private Wealth, LLC | 2.24% | Add +15548.0% | 165,243 | $3.7M |
| Sanctuary Advisors, LLC | 0.02% | Add +21.1% | 157,821 | $3.5M |
| Lantz Financial LLC | 0.63% | Add +15.8% | 156,113 | $3.5M |
| Midwest Professional Planners, LTD. | 0.68% | Add +31.2% | 155,906 | $3.5M |
| Parallel Advisors, LLC | 0.05% | Add +7.8% | 154,073 | $3.4M |
| Thoroughbred Financial Services, LLC | 0.16% | Reduce -5.9% | 151,702 | $3.4M |
| Chatham Capital Group, Inc. | 0.42% | Add +0.9% | 149,365 | $3.3M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +1.4% | 149,209 | $3.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +9.7% | 139,429 | $3.1M |
| Cornerstone Planning, LLC | 0.71% | Add +2.0% | 139,140 | $3.1M |
| Probity Advisors, Inc. | 0.44% | Reduce -46.4% | 138,205 | $3.1M |
| Allworth Financial LP | 0.01% | Add +1.3% | 137,666 | $3.0M |
| Park Avenue Securities LLC | 0.02% | Add +18.7% | 133,775 | $3.0M |
| SCS Capital Management LLC | 0.03% | Reduce -1.2% | 129,890 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +22.7% | 126,255 | $2.8M |
| Jim Saulnier & Associates, LLC | 1.11% | Reduce -1.2% | 125,153 | $2.8M |
| Cetera Investment Advisers | 0.00% | Reduce -1.6% | 121,723 | $2.7M |
| Atria Investments, Inc | 0.03% | Add +4.7% | 120,644 | $2.7M |
| Capital Investment Advisors, LLC | 0.04% | Add +2.8% | 119,829 | $2.7M |
| Captrust Financial Advisors | 0.00% | Add +5.7% | 114,451 | $2.5M |
| Astra Wealth Partners LLC | 1.41% | New | 113,992 | $2.5M |
| Penobscot Investment Management Company, Inc. | 0.16% | No change | 106,465 | $2.4M |
| Transcend Capital Advisors, LLC | 0.16% | No change | 106,150 | $2.4M |
| Valmark Advisers, Inc. | 0.02% | Add +32.9% | 105,712 | $2.3M |
| Hughes Financial Services, LLC | 0.30% | Add +3.2% | 103,191 | $2.3M |
| Gould Asset Management LLC | 0.34% | Add +2.3% | 96,460 | $2.1M |
| Reliant Wealth Planning | 0.59% | Add +4.2% | 96,139 | $2.1M |
| Essential Planning, LLC. | 0.57% | Reduce -0.8% | 91,472 | $2.0M |
| TFR Capital, LLC. | 0.56% | Reduce -3.0% | 89,777 | $2.0M |
| Truist Financial Corp. | 0.00% | Reduce -1.8% | 88,526 | $2.0M |
| Associated Banc-Corp | 0.05% | Add +6.0% | 87,512 | $1.9M |
| Montecito Bank & Trust | 0.27% | Add +38.4% | 82,195 | $1.8M |
| MML Investors Services, LLC | 0.00% | Add +25.4% | 82,059 | $1.8M |
| Foundry Financial Group, Inc. | 0.74% | Add +1.0% | 76,878 | $1.7M |
| KFG Wealth Management, LLC | 0.17% | Add +2.6% | 67,035 | $1.5M |
| Delta Wealth Advisors LLC | 1.06% | Add +24.8% | 66,767 | $1.5M |
| Basepoint Wealth LLC | 0.84% | Add +191.4% | 66,663 | $1.5M |
| Creative Planning | 0.00% | Add +70.4% | 66,533 | $1.5M |
| KOM Wealth Management Group, LLC | 0.86% | Add +25.9% | 64,247 | $1.4M |
| Citadel Advisors | 0.00% | Reduce -22.9% | 64,165 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -45.3% | 60,405 | $1.3M |
| PFG Advisors | 0.07% | New | 60,134 | $1.3M |
| Summitpoint Capital Management | 1.40% | Reduce -25.7% | 58,837 | $1.3M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -1.7% | 58,166 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +14.0% | 57,366 | $1.3M |
| Mgo One Seven LLC | 0.02% | Add +19.9% | 54,482 | $1.2M |
| Great Diamond Partners, LLC | 0.20% | Add +44.0% | 52,537 | $1.2M |
| NewSquare Capital LLC | 0.09% | New | 52,397 | $1.2M |
| Cerity Partners LLC | 0.00% | Reduce -14.8% | 51,775 | $1.1M |
| Compass Ion Advisors, LLC | 0.09% | No change | 49,723 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Add +2.4% | 49,705 | $1.1M |
| Matthew Goff Investment Advisor, LLC | 0.18% | New | 47,960 | $1.1M |
| Woodley Farra Manion Portfolio Management Inc. | 0.05% | Add +68.4% | 44,558 | $987K |
| Atwater Malick LLC | 0.20% | Add +51.8% | 40,896 | $905K |
| Mariner, LLC | 0.00% | Reduce -19.1% | 40,203 | $890K |
| Gradient Investments LLC | 0.01% | Add +3.5% | 39,385 | $872K |
| Barrett & Company, Inc. | 0.24% | Add +37.4% | 38,629 | $855K |
| Duncker Streett & Co. Inc. | 0.14% | Add +0.9% | 36,707 | $813K |
| Lido Advisors, LLC | 0.00% | Add +28.4% | 33,512 | $747K |
| LBMC Investment Advisors, LLC | 0.04% | Add +0.3% | 33,384 | $739K |
| Wealthspire Advisors, LLC | 0.00% | Add +1.4% | 33,170 | $734K |
| Merit Financial Group, LLC | 0.00% | Add +24.1% | 32,889 | $728K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -13.8% | 32,616 | $722K |
| Harbour Investments, Inc. | 0.01% | Add +0.9% | 32,364 | $717K |
| Straight Path Wealth Management | 0.17% | Add +2.7% | 32,322 | $716K |
| HighTower Advisors, LLC | 0.00% | Add +8.0% | 31,819 | $704K |
| Mendota Financial Group, LLC | 0.43% | Add +0.9% | 31,198 | $691K |
| National Bank of Canada | 0.00% | Add +26.5% | 30,982 | $686K |
| Cibc World Market Inc. | 0.00% | Reduce -0.5% | 30,911 | $684K |
| Riverchase Wealth Management, LLC | 0.31% | Add +13.8% | 29,788 | $660K |
| Koss-Olinger Consulting, LLC | 0.05% | Add +0.6% | 29,001 | $642K |
| Wealth Advisory Solutions, LLC | 0.13% | Add +20.8% | 28,552 | $632K |
| Granite Harbor Advisors, Inc. | 0.25% | Reduce -31.7% | 28,199 | $624K |
| Modera Wealth Management, LLC | 0.01% | No change | 27,964 | $619K |
| Independent Advisor Alliance | 0.01% | Reduce -88.3% | 27,935 | $618K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.41% | No change | 27,635 | $612K |
| Black Maple Capital Management LP | 0.40% | Add +17.2% | 27,250 | $603K |
| Modern Wealth Management, LLC | 0.01% | Reduce -67.0% | 26,845 | $594K |
| Mission Wealth Management, LP | 0.01% | Add +90.9% | 26,773 | $593K |
| Element Wealth, LLC | 0.22% | Reduce -0.9% | 26,691 | $591K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +17.5% | 26,621 | $589K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +23.7% | 25,152 | $557K |
| Tableaux LLC | 0.23% | Reduce -11.9% | 25,131 | $556K |
| Chris Bulman Inc | 0.20% | Reduce -11.3% | 24,939 | $552K |
| AQR Capital Management | 0.00% | Add +28.4% | 24,865 | $551K |
| Grant Street Asset Management, Inc. | 0.09% | Add +0.9% | 24,467 | $542K |
| Fifth Third Bancorp | 0.00% | Add +389.6% | 24,065 | $533K |
| Keeler Thomas Management LLC | 0.18% | Reduce -17.9% | 23,517 | $521K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 23,155 | $513K |
| Gilbert & Cook, Inc. | 0.06% | No change | 22,110 | $490K |
| Equitable Holdings, Inc. | 0.00% | Add +3.9% | 21,225 | $470K |
| Daybright Advisory Services, Inc. | 0.11% | Add +1.3% | 21,237 | $469K |
| Madden Advisory Services, Inc. | 0.16% | Add +5.1% | 20,662 | $457K |
| Strategic Financial Concepts, LLC | 0.13% | No change | 20,262 | $449K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +8.6% | 19,975 | $442K |
| Principal Securities, Inc. | 0.01% | Reduce -5.7% | 19,274 | $427K |
| Heartland Bank & Trust Co | 0.09% | No change | 19,209 | $425K |
| Jacobi Capital Management LLC | 0.02% | Add +0.6% | 18,837 | $417K |
| Beacon Financial Planning, Inc. | 0.14% | Add +0.6% | 18,077 | $400K |
| Smithbridge Asset Management Inc. | 0.05% | No change | 18,000 | $399K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +7.7% | 17,839 | $395K |
| Walleye Partners, LLC | 0.44% | Add +0.9% | 17,423 | $386K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -75.8% | 17,409 | $385K |
| Advisory Services Network, LLC | 0.00% | Add +29.8% | 17,240 | $382K |
| Kestra Investment Management, LLC | 0.01% | Add +4.6% | 16,580 | $367K |
| Autumn Glory Partners, LLC | 0.10% | Add +20.1% | 16,478 | $365K |
| DecisionMap Wealth Management, LLC | 0.20% | Add +35.6% | 16,249 | $360K |
| Pinnacle Bancorp, Inc. | 0.09% | No change | 16,163 | $358K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -5.0% | 16,073 | $356K |
| Opus Capital Group, LLC | 0.03% | No change | 15,830 | $350K |
| Crews Bank & Trust | 0.05% | No change | 15,775 | $349K |
| Summit Wealth Partners, LLC | 0.05% | No change | 15,443 | $342K |
| Trinity Wealth Management, LLC | 0.11% | No change | 15,387 | $341K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -97.2% | 15,136 | $335K |
| Single Point Partners, LLC | 0.06% | New | 14,996 | $332K |
| High Note Wealth, LLC | 0.06% | No change | 14,961 | $331K |
| Community Financial Services Group, LLC | 0.05% | New | 14,992 | $331K |
| Towne Trust Company, N.A | 0.10% | Add +18.5% | 14,695 | $325K |
| Yoder Wealth Management, Inc. | 0.13% | Add +10.7% | 14,470 | $320K |
| CFS Investment Advisory Services, LLC | 0.02% | No change | 14,333 | $317K |
| KPP Advisory Services LLC | 0.04% | Reduce -2.3% | 14,240 | $315K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.09% | Reduce -4.1% | 14,094 | $312K |
| Old Mission Investment Co LLC | 0.06% | No change | 13,696 | $303K |
| Schmidt P J Investment Management Inc. | 0.05% | Reduce -6.1% | 13,452 | $298K |
| Alterna Wealth Management, Inc. | 0.17% | Add +1.6% | 13,378 | $296K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.0% | 12,817 | $284K |
| Raab & Moskowitz Asset Management LLC | 0.06% | Reduce -3.7% | 12,746 | $282K |
| Physician Wealth Advisors, Inc. | 0.03% | Add +82.4% | 12,739 | $282K |
| Liberty Wealth Management LLC | 0.04% | No change | 12,656 | $282K |
| MAI Capital Management | 0.00% | Reduce -35.9% | 12,710 | $281K |
| McGuire Investment Group, LLC | 0.02% | New | 12,704 | $281K |
| Alamar Capital Management, LLC | 0.14% | No change | 12,700 | $281K |
| Milestone Asset Management, LLC | 0.04% | New | 12,570 | $278K |
| Savvy Advisors, Inc. | 0.01% | Reduce -27.4% | 12,558 | $278K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 11,656 | $258K |
| Blue Square Asset Management, LLC | 0.10% | No change | 11,643 | $258K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -14.8% | 11,545 | $256K |
| Cambridge Financial Group, LLC | 0.08% | No change | 11,498 | $255K |
| Highland Financial Advisors, LLC | 0.06% | No change | 11,430 | $253K |
| Connecticut Wealth Management, LLC | 0.01% | Add +0.2% | 11,297 | $250K |
| Commonwealth Financial Services, LLC | 0.03% | New | 11,222 | $248K |
| United Community Bank | 0.08% | Reduce -3.9% | 11,070 | $245K |
| Hanover Advisors Inc. | 0.09% | Add +4.6% | 10,953 | $242K |
| Visionary Wealth Advisors | 0.01% | New | 10,921 | $242K |
| Guidance Point Advisors, LLC | 0.05% | Add +2.3% | 10,803 | $239K |
| XY Planning Network, Inc. | 0.03% | New | 10,628 | $235K |
| CGN Advisors LLC | 0.02% | Add +0.4% | 10,628 | $235K |
| Alessandra Capital Management, LLC | 0.17% | New | 10,600 | $235K |
| SageView Advisory Group, LLC | 0.01% | New | 10,154 | $225K |
| Conrad Siegel Investment Advisors, Inc. | 0.04% | Add +3.3% | 10,102 | $224K |
| World Investment Advisors | 0.00% | No change | 9,632 | $215K |
| Phillips Financial Management, LLC | 0.01% | Add +0.9% | 8,473 | $188K |
| Mather Group, Llc. | 0.00% | New | 7,639 | $169K |
| Fiduciary Financial Advisors | 0.02% | New | 7,199 | $159K |
| Farther Finance Advisors, LLC | 0.00% | Add +51.4% | 6,785 | $150K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 6,040 | $134K |
| Hills Bank & Trust Co | 0.01% | Add +1.6% | 5,402 | $120K |
| Key Financial Inc | 0.02% | New | 4,885 | $108K |
| CNB Bank | 0.04% | Add +4.1% | 4,439 | $98K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 3,367 | $75K |
| First PREMIER Bank | 0.01% | No change | 3,076 | $68K |
| US Bancorp \de | 0.00% | No change | 3,050 | $68K |
| NBH Bank | 0.03% | — | 2,773 | $61K |
| Hara Capital LLC | 0.03% | No change | 2,643 | $59K |
| Longview Financial Advisors LLC | 0.03% | New | 2,542 | $56K |
| IFG Advisory, LLC | 0.00% | New | 2,400 | $53K |
| Bank of Montreal | 0.00% | Add +32.9% | 2,298 | $51K |
| Atlantic Union Bankshares Corp | 0.00% | Add +107.2% | 2,269 | $50K |
| MCF Advisors LLC | 0.00% | Add +72.5% | 2,257 | $50K |
| Blue Trust, Inc. | 0.00% | New | 2,127 | $47K |
| Mascoma Wealth Management LLC | 0.01% | No change | 1,985 | $44K |
| AE Wealth Management LLC | 0.00% | No change | 1,929 | $43K |
| Clearstead Trust, LLC | 0.00% | No change | 1,329 | $29K |
| Private Trust Co. NA | 0.00% | No change | 1,162 | $26K |
| FMR LLC | 0.00% | Add +1.8% | 1,130 | $25K |
| Old Second National Bank of Aurora | 0.00% | No change | 913 | $20K |
| Robbins Farley | 0.01% | No change | 912 | $20K |
| Compass Financial Management LLC | 0.00% | — | 715 | $16K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 680 | $15K |
| Gilpin Wealth Management, LLC | 0.01% | No change | 379 | $8K |
| Logan Capital Management Inc. | 0.00% | — | 306 | $7K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 63 | $1K |
| Larson Financial Group LLC | 0.00% | No change | 53 | $1K |
| AlphaCore Capital LLC | 0.00% | No change | 51 | $1K |
| Lanark Financial, Inc. | 0.00% | Reduce -48.0% | 26 | $575 |
| JPMorgan Chase & Co. | 0.00% | No change | 7 | $155 |
"% 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.