ISHARES IBONDS DEC 2028 ETF IBDT
$25.19
+0.2% 52w: $24.16 – $25.21
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data24.1624.6825.21
Jun 20, 2025 Jul 2, 2026
Institutional holders
421
+10 QoQ
13F value
$2.84B
+0.6% QoQ
Smart-money holders
12
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns IBDT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 9.0M | $226.7M | 0.0% | +3.2% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 5.3M | $133.9M | 0.2% | -40.1% |
| MORGAN STANLEY | Bank broker | 4.7M | $117.8M | 0.0% | +1.3% |
| Lido Advisors, LLC | Wealth advisor | 4.5M | $113.4M | 0.4% | +85.0% |
| Capital Investment Advisors, LLC | Wealth advisor | 3.8M | $95.1M | 1.4% | +3.3% |
| CAPITAL ADVISORS INC/OK | Other | 3.5M | $89.5M | 1.4% | +6.9% |
| UBS Group AG | Bank broker | 3.5M | $89.3M | 0.0% | +16.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 3.1M | $79.0M | 0.0% | +4.8% |
| HM PAYSON & CO | Diversified mechanical | 2.9M | $74.5M | 1.1% | +28.4% |
| LPL Financial LLC | Bank broker | 2.5M | $63.7M | 0.0% | +11.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.8M | $46.8M | 0.0% | -0.4% |
| HighTower Advisors, LLC | Diversified mechanical | 1.8M | $44.9M | 0.0% | -2.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.6M | $41.4M | 0.0% | +1.7% |
| WOODMONT INVESTMENT COUNSEL LLC | Wealth advisor | 1.6M | $41.1M | 2.5% | -0.1% |
| Sound View Wealth Advisors Group, LLC | Other | 1.6M | $39.6M | 2.7% | +8.1% |
| ROYAL BANK OF CANADA | Bank broker | 1.5M | $37.2M | 0.0% | +16.3% |
| SUMMITRY LLC ★2 | Fundamental diversified | 1.5M | $36.8M | 1.3% | +4.4% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | Wealth advisor | 1.4M | $36.4M | 3.2% | +2.3% |
| Gratus Wealth Advisors, LLC | Wealth advisor | 1.4M | $34.8M | 5.0% | +5.4% |
| Kathmere Capital Management, LLC | Wealth advisor | 1.3M | $33.1M | 2.1% | +9.2% |
| Klingman & Associates, LLC | Wealth advisor | 1.3M | $33.0M | 1.6% | +3.0% |
| SIGMA INVESTMENT COUNSELORS INC | Wealth advisor | 1.3M | $32.4M | 1.7% | +2.3% |
| HOWLAND CAPITAL MANAGEMENT LLC | Other | 1.2M | $31.2M | 1.2% | +3.4% |
| RVW Wealth, LLC | Wealth advisor | 1.2M | $29.4M | 2.3% | +6.5% |
| Baltimore-Washington Financial Advisors, Inc. | Wealth advisor | 1.1M | $26.7M | 1.2% | +6.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.0M | $26.3M | 0.0% | +8.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.0M | $26.0M | 0.0% | 0.0% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 989.4K | $25.1M | 0.0% | +13.8% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 869.2K | $22.0M | 0.0% | +1.4% |
| THREADGILL FINANCIAL, LLC | Wealth advisor | 867.9K | $22.0M | 6.4% | +4139.7% |
| Kestra Advisory Services, LLC | Wealth advisor | 855.8K | $21.7M | 0.1% | +26.1% |
| MV CAPITAL MANAGEMENT, INC. | Wealth advisor | 794.5K | $20.1M | 2.0% | +8.7% |
| NewEdge Advisors, LLC | Diversified mechanical | 785.1K | $19.9M | 0.1% | +4.5% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 740.7K | $18.8M | 0.2% | +9.6% |
| Summit Asset Management, LLC | Wealth advisor | 739.7K | $18.7M | 2.6% | +1.5% |
| REBALANCE, LLC | Wealth advisor | 723.3K | $18.3M | 1.1% | -1.5% |
| US BANCORP \DE\ | Wealth advisor | 671.0K | $17.0M | 0.0% | +3.3% |
| Mesirow Financial Investment Management, Inc. | Wealth advisor | 637.8K | $16.2M | 0.3% | +100.5% |
| Arrow Financial Corp | Wealth advisor | 577.6K | $14.6M | 1.5% | +2.6% |
| Sanctuary Advisors, LLC | Wealth advisor | 574.3K | $14.5M | 0.1% | +5.1% |
| BlackRock, Inc. | Index provider | 564.5K | $14.3M | 0.0% | +59.5% |
| Glenview Trust Co | Other | 561.5K | $14.2M | 0.2% | +4.2% |
| Summit Financial, LLC | Wealth advisor | 548.9K | $13.9M | 0.2% | +3.9% |
| SPINNAKER TRUST | Wealth advisor | 547.8K | $13.9M | 0.8% | +12.0% |
| CENTRAL TRUST Co | Diversified mechanical | 539.7K | $13.7M | 0.3% | +10.5% |
| Snowden Capital Advisors LLC | Diversified mechanical | 505.4K | $12.8M | 0.3% | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 502.2K | $12.7M | 0.0% | +11.3% |
| Cornerstone Planning, LLC | Other | 499.6K | $12.7M | 2.9% | +47.3% |
| NOVEM GROUP | Wealth advisor | 499.0K | $12.6M | 1.5% | +11.1% |
| Windsor Capital Management, LLC | Wealth advisor | 498.9K | $12.6M | 3.8% | +3.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.