ISHARES IBONDS DEC 2028 TERM (IBTI) Institutional Ownership and Insiders Activity
ISHARES IBONDS DEC 2028 TERM (IBTI) is widely held by institutional investors, with 258 firms reporting positions valued at approximately $1.50B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is the largest disclosed holder, reporting approximately $76.85M in IBTI holdings in its latest filing.
Institutional Holders
258
Total Reported Value
$1.50B
Largest Holder
Morgan Stanley
Largest Position
$76.85M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
27
Funds Exiting Positions
27
Top Institutional Owners
View allInvestorReported Balance
- Morgan Stanley$76.85M
- Focus Partners Wealth$75.87M
- Bank Of America Corp$67.68M
- Stratos Wealth Advisors, Llc$61.31M
- Mercer Global Advisors Inc$58.41M
IBTI News
All news- Denver PWM LLC Portfolio Activity: Significant Changes Observed in Q2 2026
Aug 21, 2026 · valut.ai
- Horizon Advisory Services Inc.: Portfolio Activity Analysis for Q2 Ending June 30, 2026
Aug 5, 2026 · valut.ai
- Shelton Wealth Management Q2 2026 Portfolio Activity Report
Jul 14, 2026 · valut.ai
- Mkt Advisors Llc Portfolio Activity in Q2 2026: Significant Changes Observed
Jul 12, 2026 · valut.ai