ISHARES IBONDS DEC 2028 TERM IBTI
$22.09
+0.2% 52w: $21.42 – $22.21
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data21.4221.8222.21
Jun 20, 2025 Jul 2, 2026
Institutional holders
250
+18 QoQ
13F value
$1.37B
+19.9% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns IBTI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Focus Partners Wealth | Wealth advisor | 3.4M | $76.2M | 0.1% | +6.0% |
| MORGAN STANLEY | Bank broker | 3.4M | $76.2M | 0.0% | -0.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 3.0M | $67.7M | 0.0% | +6.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.7M | $60.8M | 0.0% | +2.8% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 2.4M | $53.6M | 0.1% | +5.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.9M | $43.4M | 0.0% | +4.6% |
| UBS Group AG | Bank broker | 1.4M | $31.4M | 0.0% | +37.9% |
| BAILARD, INC. | Other | 1.4M | $30.3M | 0.7% | New |
| Brookstone Capital Management | Wealth advisor | 1.4M | $30.2M | 0.3% | -1.1% |
| Heartwood Wealth Advisors LLC | Wealth advisor | 1.3M | $28.8M | 2.5% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.3M | $28.3M | 0.0% | +1299.0% |
| Financial Advisory Corp | Wealth advisor | 1.2M | $27.5M | 3.8% | +25.7% |
| Asset Advisors Investment Management, LLC | Other | 1.2M | $27.0M | 2.6% | +5.3% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 1.2M | $26.3M | 0.2% | +13.1% |
| HM PAYSON & CO | Diversified mechanical | 1.0M | $23.3M | 0.3% | +69.3% |
| LPL Financial LLC | Bank broker | 1.0M | $23.2M | 0.0% | +22.1% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 1.0M | $22.6M | 0.3% | +3.8% |
| ATWOOD & PALMER INC | Other | 943.4K | $21.0M | 1.2% | +2.1% |
| ROYAL BANK OF CANADA | Bank broker | 940.7K | $21.0M | 0.0% | +25.6% |
| Horizon Advisory Services, Inc. | Wealth advisor | 901.2K | $20.1M | 10.3% | +2.2% |
| Journey Advisory Group, LLC | Wealth advisor | 870.4K | $19.4M | 1.7% | +2.9% |
| Integrated Wealth Concepts LLC | Wealth advisor | 809.9K | $18.0M | 0.1% | +37.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 802.9K | $17.9M | 0.0% | +65.7% |
| MKT Advisors LLC | Wealth advisor | 802.8K | $17.8M | 6.0% | +2.4% |
| Baltimore-Washington Financial Advisors, Inc. | Wealth advisor | 791.7K | $17.6M | 0.8% | +10.6% |
| OneAscent Financial Services LLC | Wealth advisor | 755.8K | $16.8M | 0.9% | New |
| CWM, LLC | Wealth advisor | 750.3K | $16.7M | 0.0% | +6.3% |
| MOSELEY INVESTMENT MANAGEMENT INC | Other | 720.1K | $16.0M | 5.1% | +2.3% |
| BlackRock, Inc. | Index provider | 677.5K | $15.1M | 0.0% | +138.1% |
| Denver PWM, LLC | Wealth advisor | 665.6K | $14.8M | 5.1% | -11.3% |
| Krilogy Financial LLC | Wealth advisor | 598.9K | $13.3M | 0.4% | +4.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 575.1K | $12.8M | 0.0% | -2.0% |
| TITLEIST ASSET MANAGEMENT, LLC | Wealth advisor | 558.8K | $12.5M | 0.9% | +85.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 554.9K | $12.4M | 0.0% | -0.3% |
| Legacy Private Trust Co. | Wealth advisor | 548.1K | $12.2M | 0.8% | 0.0% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 546.8K | $12.2M | 0.1% | +1.9% |
| Scissortail Wealth Management, LLC | Wealth advisor | 518.2K | $11.5M | 2.3% | +14.8% |
| Trust Co | Wealth advisor | 509.0K | $11.3M | 1.1% | +1.0% |
| Wealth Management Strategies, Inc. | Wealth advisor | 475.6K | $10.6M | 4.8% | +4.2% |
| SHELTON WEALTH MANAGEMENT, LLC | Wealth advisor | 458.4K | $10.2M | 4.5% | +17.7% |
| MV CAPITAL MANAGEMENT, INC. | Wealth advisor | 417.9K | $9.3M | 0.9% | +40.7% |
| EIGHT 31 FINANCIAL, LLC | Wealth advisor | 417.2K | $9.3M | 5.6% | -1.8% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Wealth advisor | 387.8K | $8.6M | 0.1% | +25.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 385.0K | $8.6M | 0.0% | +10.5% |
| Snowden Capital Advisors LLC | Diversified mechanical | 382.4K | $8.5M | 0.2% | -0.6% |
| NewEdge Advisors, LLC | Diversified mechanical | 350.0K | $7.8M | 0.0% | +4.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 324.3K | $7.2M | 0.0% | +36.0% |
| Northstar Group, Inc. | Other | 323.3K | $7.2M | 1.1% | +7.5% |
| D.A. DAVIDSON & CO. | Wealth advisor | 309.7K | $6.9M | 0.0% | +5.5% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 306.1K | $6.8M | 0.0% | +2.4% |
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.