ISHARES IBONDS DEC 2028 ETF (IBDT) Institutional Shareholders
ISHARES IBONDS DEC 2028 ETF (IBDT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.83B in IBDT holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of IBDT tracked by InsiderSet, reporting ownership valued at approximately $226.72M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $225.51M, representing an estimated loss of -0.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 38% of the total disclosed IBDT value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Mercer Global Advisors Inc, Morgan Stanley, and several other long-term asset managers with concentrated positions in ISHARES IBONDS DEC 2028 ETF (IBDT).
This page ranks the largest institutional IBDT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
426
Total Reported Value
$2.83B
Largest Holder
Bank Of America Corp
Largest Position
$226.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.02% | 8,950,655 | $226,720,104 | $225,511,753 | -$1,208,351 | -0.53% | |
| Mercer Global Advisors Inc | 0.20% | 5,285,024 | $133,869,657 | $133,156,180 | -$713,477 | -0.53% | |
| Morgan Stanley | 0.01% | 4,651,656 | $117,826,481 | $117,198,473 | -$628,008 | -0.53% | |
| Lido Advisors, Llc | 0.44% | 4,475,447 | $113,363,100 | $112,758,887 | -$604,213 | -0.53% | |
| Capital Investment Advisors, Llc | 1.52% | 3,752,574 | $95,052,696 | $94,546,102 | -$506,594 | -0.53% | |
| Capital Advisors Inc/Ok | 1.33% | 3,572,252 | $90,199,353 | $90,002,889 | -$196,464 | -0.22% | |
| Ubs Group Ag | 0.02% | 3,524,978 | $89,287,693 | $88,811,821 | -$475,872 | -0.53% | |
| Hm Payson & Co | 1.06% | 3,174,609 | $80,158,882 | $79,984,274 | -$174,608 | -0.22% | |
| Raymond James Financial Inc | 0.02% | 3,118,298 | $78,986,494 | $78,565,518 | -$420,976 | -0.53% | |
| Lpl Financial Llc | 0.02% | 2,513,489 | $63,666,671 | $63,327,355 | -$339,316 | -0.53% | |
| Wells Fargo & Company/Mn | 0.01% | 1,849,086 | $46,837,358 | $46,587,722 | -$249,636 | -0.53% | |
| Hightower Advisors, Llc | 0.05% | 1,774,558 | $44,949,429 | $44,709,989 | -$239,440 | -0.53% | |
| Ameriprise Financial Inc | 0.01% | 1,634,772 | $41,409,601 | $41,188,081 | -$221,520 | -0.53% | |
| Sound View Wealth Advisors Group, Llc | 2.69% | 1,562,572 | $39,579,956 | $39,369,002 | -$210,954 | -0.53% | |
| Hengehold Capital Management Llc | 2.98% | 1,520,952 | $38,404,047 | $38,320,386 | -$83,661 | -0.22% | |
| Summitry Llc | 1.25% | 1,507,612 | $38,067,199 | $37,984,284 | -$82,915 | -0.22% | |
| Royal Bank Of Canada | 0.01% | 1,468,086 | $37,186,000 | $36,988,427 | -$197,573 | -0.53% | |
| Woodmont Investment Counsel Llc | 2.00% | 1,453,743 | $36,707,019 | $36,627,055 | -$79,964 | -0.22% | |
| Gratus Wealth Advisors, Llc | 4.53% | 1,410,511 | $35,615,412 | $35,537,825 | -$77,587 | -0.22% | |
| Kathmere Capital Management, Llc | 1.86% | 1,388,753 | $35,066,011 | $34,989,632 | -$76,379 | -0.22% | |
| Sigma Investment Counselors Inc | 1.65% | 1,336,901 | $33,756,747 | $33,683,221 | -$73,526 | -0.22% | |
| Howland Capital Management Llc | 1.19% | 1,309,506 | $33,065,027 | $32,993,004 | -$72,023 | -0.22% | |
| Klingman & Associates, Llc | 1.39% | 1,294,887 | $32,695,904 | $32,624,678 | -$71,226 | -0.22% | |
| Rvw Wealth, Llc | 2.01% | 1,206,680 | $30,468,671 | $30,402,303 | -$66,368 | -0.22% | |
| Commonwealth Equity Services, Llc | 0.03% | 1,073,212 | $27,098,591 | $27,039,576 | -$59,015 | -0.22% | |
| Baltimore-Washington Financial Advisors, Inc. | 1.15% | 1,054,382 | $26,707,502 | $26,565,154 | -$142,348 | -0.53% | |
| Stifel Financial Corp | 0.02% | 1,036,818 | $26,262,616 | $26,122,630 | -$139,986 | -0.53% | |
| Kestra Advisory Services, Llc | 0.08% | 1,000,332 | $25,258,389 | $25,203,365 | -$55,024 | -0.22% | |
| Captrust Financial Advisors | 0.04% | 989,358 | $25,060,429 | $24,926,875 | -$133,554 | -0.53% | |
| Tabr Capital Management, Llc | 20.37% | 946,636 | $23,902,567 | $23,850,494 | -$52,073 | -0.22% | |
| Truist Financial Corp | 0.03% | 939,140 | $23,713,289 | $23,661,632 | -$51,657 | -0.22% | |
| Mv Capital Management, Inc. | 1.97% | 794,471 | $20,123,951 | $20,016,697 | -$107,254 | -0.53% | |
| Benjamin Edwards Inc | 0.18% | 778,356 | $19,653,429 | $19,610,679 | -$42,750 | -0.22% | |
| Summit Asset Management, Llc | 2.61% | 739,662 | $18,735,629 | $18,635,784 | -$99,845 | -0.53% | |
| Rebalance, Llc | 0.90% | 682,885 | $17,242,851 | $17,205,288 | -$37,563 | -0.22% | |
| Us Bancorp \De\ | 0.02% | 670,973 | $16,995,746 | $16,905,165 | -$90,581 | -0.53% | |
| Mesirow Financial Investment Management, Inc. | 0.26% | 653,571 | $16,502,699 | $16,466,721 | -$35,978 | -0.22% | |
| Arrow Financial Corp | 1.34% | 591,506 | $14,935,548 | $14,902,994 | -$32,554 | -0.22% | |
| Central Trust Co | 0.27% | 583,112 | $14,723,579 | $14,691,507 | -$32,072 | -0.22% | |
| Sanctuary Advisors, Llc | 0.08% | 574,314 | $14,547,378 | $14,469,841 | -$77,537 | -0.53% | |
| Blackrock, Inc. | 0.00% | 564,455 | $14,297,645 | $14,221,444 | -$76,201 | -0.53% | |
| Novem Group | 1.44% | 563,458 | $14,227,325 | $14,196,324 | -$31,001 | -0.22% | |
| Glenview Trust Co | 0.22% | 561,467 | $14,221,958 | $14,146,161 | -$75,797 | -0.53% | |
| Summit Financial, Llc | 0.18% | 548,869 | $13,902,863 | $13,828,754 | -$74,109 | -0.53% | |
| Spinnaker Trust | 0.77% | 547,809 | $13,876,002 | $13,802,048 | -$73,954 | -0.53% | |
| Strid Group, Llc | 1.50% | 533,967 | $13,482,673 | $13,453,299 | -$29,374 | -0.22% | |
| Windsor Capital Management, Llc | 3.39% | 516,289 | $13,036,312 | $13,007,901 | -$28,411 | -0.22% | |
| Cornerstone Planning, Llc | 3.00% | 512,899 | $12,950,679 | $12,922,490 | -$28,189 | -0.22% | |
| First National Trust Co | 0.44% | 507,886 | $12,824,121 | $12,796,188 | -$27,933 | -0.22% | |
| Snowden Capital Advisors Llc | 0.34% | 505,405 | $12,801,919 | $12,733,679 | -$68,240 | -0.53% |
Frequently asked questions about IBDT
Who owns the most IBDT stock?
The largest holders of IBDT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES IBONDS DEC 2028 ETF (IBDT).
Is IBDT widely held by superinvestors?
Many widely followed stocks like IBDT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBDT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.