IBDT institutional holders

iShares iBonds Dec. 2028 Corporate Bond ETF · 13F, 2026Q2

Managers holding435
Shares held118,413,877
Reported value$3.0bn
Quarter flows44 new, 236 added, 97 trimmed, 31 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/9,526,329$240.5m0.0%
MERCER GLOBAL ADVISORS INC /ADV5,532,094$139.7m0.2%
MORGAN STANLEY4,818,723$121.7m0.0%
Lido Advisors, LLC4,224,505$106.7m0.3%
Capital Investment Advisors, LLC3,890,204$98.2m1.3%
UBS Group AG3,771,658$95.2m0.0%
CAPITAL ADVISORS INC/OK3,572,252$90.2m1.3%
RAYMOND JAMES FINANCIAL INC3,315,601$83.7m0.0%
HM PAYSON & CO3,174,609$80.2m1.1%
LPL Financial LLC2,896,388$73.1m0.0%
HighTower Advisors, LLC1,821,559$46.0m0.0%
AMERIPRISE FINANCIAL INC1,718,025$43.4m0.0%
ROYAL BANK OF CANADA1,675,867$42.3m0.0%
Sound View Wealth Advisors Group, LLC1,666,571$42.1m2.6%
WELLS FARGO & COMPANY/MN1,624,267$41.0m0.0%
HENGEHOLD CAPITAL MANAGEMENT LLC1,520,952$38.4m3.0%
SUMMITRY LLC1,507,612$38.1m1.3%
WOODMONT INVESTMENT COUNSEL LLC1,453,743$36.7m2.0%
Gratus Wealth Advisors, LLC1,410,511$35.6m4.5%
Kathmere Capital Management, LLC1,388,753$35.1m1.9%
SIGMA INVESTMENT COUNSELORS INC1,336,901$33.8m1.6%
HOWLAND CAPITAL MANAGEMENT LLC1,309,506$33.1m1.2%
Klingman & Associates, LLC1,294,887$32.7m1.4%
RVW Wealth, LLC1,206,680$30.5m2.0%
Baltimore-Washington Financial Advisors, Inc.1,090,554$27.5m1.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IBDT"). IBDT price history · All 13F data

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