IBDT Institutional Ownership & Shareholders
ISHARES IBONDS DEC 2028 ETF (IBDT) is currently held by 444 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.94B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of IBDT tracked by InsiderSet, reporting ownership valued at approximately $240.54M in its June 30, 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 $238.63M, representing an estimated loss of -0.79% 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
444
Total Reported Value
$2.94B
Largest Holder
Bank Of America Corp
Largest Position
$240.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
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% | 9,526,329 | $240,539,795 | $238,634,541 | -$1,905,254 | -0.79% | |
| Mercer Global Advisors Inc | 0.17% | 5,532,094 | $139,685,372 | $138,578,955 | -$1,106,417 | -0.79% | |
| Morgan Stanley | 0.01% | 4,818,723 | $121,672,757 | $120,709,011 | -$963,746 | -0.79% | |
| Lido Advisors, Llc | 0.38% | 4,224,505 | $106,668,750 | $105,823,850 | -$844,900 | -0.79% | |
| Capital Investment Advisors, Llc | 1.31% | 3,993,216 | $99,670,680 | $100,030,061 | +$359,381 | +0.36% | |
| Ubs Group Ag | 0.02% | 3,771,658 | $95,234,365 | $94,480,033 | -$754,332 | -0.79% | |
| Capital Advisors Inc/Ok | 1.33% | 3,572,252 | $90,199,353 | $89,484,913 | -$714,440 | -0.79% | |
| Raymond James Financial Inc | 0.02% | 3,315,601 | $83,718,934 | $83,055,805 | -$663,129 | -0.79% | |
| Hm Payson & Co | 1.06% | 3,174,609 | $80,158,882 | $79,523,955 | -$634,927 | -0.79% | |
| Lpl Financial Llc | 0.02% | 2,896,388 | $73,133,785 | $72,554,519 | -$579,266 | -0.79% | |
| Ameriprise Financial Inc | 0.01% | 1,718,025 | $43,381,793 | $43,036,526 | -$345,267 | -0.80% | |
| Royal Bank Of Canada | 0.01% | 1,675,867 | $42,316,000 | $41,980,468 | -$335,532 | -0.79% | |
| Sound View Wealth Advisors Group, Llc | 2.61% | 1,666,571 | $42,080,924 | $41,747,604 | -$333,320 | -0.79% | |
| Wells Fargo & Company/Mn | 0.01% | 1,624,267 | $41,012,745 | $40,687,888 | -$324,857 | -0.79% | |
| Summitry Llc | 1.25% | 1,507,612 | $38,067,199 | $37,765,681 | -$301,518 | -0.79% | |
| Howland Capital Management Llc | 1.33% | 1,518,136 | $37,892,675 | $38,029,307 | +$136,632 | +0.36% | |
| Woodmont Investment Counsel Llc | 1.95% | 1,470,519 | $36,704,143 | $36,836,501 | +$132,358 | +0.36% | |
| Gratus Wealth Advisors, Llc | 4.49% | 1,409,397 | $35,178,541 | $35,305,395 | +$126,854 | +0.36% | |
| Kathmere Capital Management, Llc | 1.66% | 1,365,214 | $34,075,748 | $34,198,611 | +$122,863 | +0.36% | |
| Sigma Investment Counselors Inc | 1.58% | 1,352,078 | $33,747,877 | $33,869,554 | +$121,677 | +0.36% | |
| Klingman & Associates, Llc | 1.39% | 1,343,195 | $33,526,148 | $33,647,035 | +$120,887 | +0.36% | |
| Rvw Wealth, Llc | 1.92% | 1,195,531 | $29,840,464 | $29,948,052 | +$107,588 | +0.36% | |
| Kestra Advisory Services, Llc | 0.08% | 1,113,834 | $27,801,289 | $27,901,542 | +$100,253 | +0.36% | |
| Baltimore-Washington Financial Advisors, Inc. | 1.03% | 1,090,554 | $27,536,506 | $27,318,378 | -$218,128 | -0.79% | |
| Summit Financial, Llc | 0.30% | 1,089,727 | $27,515,608 | $27,297,661 | -$217,947 | -0.79% | |
| Commonwealth Equity Services, Llc | 0.04% | 1,088,379 | $27,165,947 | $27,263,894 | +$97,947 | +0.36% | |
| Captrust Financial Advisors | 0.04% | 1,070,569 | $27,031,859 | $26,817,753 | -$214,106 | -0.79% | |
| Stifel Financial Corp | 0.02% | 1,067,372 | $26,951,352 | $26,737,669 | -$213,683 | -0.79% | |
| Tabr Capital Management, Llc | 17.88% | 977,456 | $24,397,301 | $24,485,273 | +$87,972 | +0.36% | |
| Truist Financial Corp | 0.03% | 942,653 | $23,528,630 | $23,613,458 | +$84,828 | +0.36% | |
| Newedge Advisors, Llc | 0.06% | 850,687 | $21,479,982 | $21,309,709 | -$170,273 | -0.79% | |
| Mv Capital Management, Inc. | 1.85% | 818,705 | $20,434,883 | $20,508,560 | +$73,677 | +0.36% | |
| Benjamin Edwards Inc | 0.18% | 778,356 | $19,653,429 | $19,497,818 | -$155,611 | -0.79% | |
| Us Bancorp \De\ | 0.02% | 771,072 | $19,469,569 | $19,315,354 | -$154,215 | -0.79% | |
| Summit Asset Management, Llc | 2.44% | 753,549 | $19,027,103 | $18,876,402 | -$150,701 | -0.79% | |
| Rebalance, Llc | 0.89% | 690,030 | $17,223,140 | $17,285,252 | +$62,112 | +0.36% | |
| Blackrock, Inc. | 0.00% | 673,567 | $17,007,567 | $16,872,853 | -$134,714 | -0.79% | |
| Mesirow Financial Investment Management, Inc. | 0.26% | 653,571 | $16,502,699 | $16,371,954 | -$130,745 | -0.79% | |
| Spinnaker Trust | 0.78% | 639,228 | $16,140,507 | $16,012,661 | -$127,846 | -0.79% | |
| Sanctuary Advisors, Llc | 0.07% | 612,638 | $15,469,114 | $15,346,582 | -$122,532 | -0.79% | |
| Glenview Trust Co | 0.20% | 608,844 | $15,196,745 | $15,251,542 | +$54,797 | +0.36% | |
| Central Trust Co | 0.27% | 583,112 | $14,723,579 | $14,606,956 | -$116,623 | -0.79% | |
| Arrow Financial Corp | 1.34% | 588,817 | $14,696,884 | $14,749,866 | +$52,982 | +0.36% | |
| Lyell Wealth Management, Lp | 0.83% | 558,377 | $13,937,090 | $13,987,344 | +$50,254 | +0.36% | |
| Windsor Capital Management, Llc | 3.53% | 550,625 | $13,743,605 | $13,793,156 | +$49,551 | +0.36% | |
| Strid Group, Llc | 1.49% | 546,552 | $13,641,931 | $13,691,128 | +$49,197 | +0.36% | |
| Stratos Wealth Partners, Ltd. | 0.13% | 527,531 | $13,320,179 | $13,214,652 | -$105,527 | -0.79% | |
| First National Trust Co | 0.46% | 526,096 | $13,131,356 | $13,178,705 | +$47,349 | +0.36% | |
| Cornerstone Planning, Llc | 2.67% | 517,690 | $13,033,104 | $12,968,135 | -$64,970 | -0.50% | |
| Focus Partners Wealth | 0.01% | 511,450 | $12,914,119 | $12,811,823 | -$102,297 | -0.79% |
Frequently asked questions about IBDT
Who are the largest institutional holders of IBDT?
The largest institutional holders of IBDT reported in the latest SEC Form 13F filings include Bank Of America Corp, Mercer Global Advisors Inc, Morgan Stanley, Lido Advisors, Llc, and Capital Investment Advisors, Llc. InsiderSet ranks institutional holders by their latest reported IBDT position.
What is IBDT institutional ownership?
This page tracks IBDT positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS DEC 2028 ETF (IBDT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBDT?
InsiderSet currently tracks 444 institutional managers reporting IBDT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IBDT shareholders.
How much IBDT stock do institutions own?
Institutional investment managers disclosed approximately $2.94B in IBDT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBDT institutional ownership last updated?
The latest IBDT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IBDT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IBDT position after the reporting date.
Are institutions buying or selling IBDT?
Institutional buying and selling can be analyzed by comparing IBDT positions across consecutive 13F reporting periods. InsiderSet's IBDT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBDT ownership changes.
How has IBDT institutional ownership changed over time?
InsiderSet tracks IBDT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.