IBTI Institutional Ownership & Shareholders
ISHARES IBONDS DEC 2028 TERM (IBTI) is currently held by 271 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.50B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of IBTI tracked by InsiderSet, reporting ownership valued at approximately $76.85M 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 $76.47M, representing an estimated loss of -0.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 35% of the total disclosed IBTI value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Focus Partners Wealth, Bank Of America Corp, and several other long-term asset managers with concentrated positions in ISHARES IBONDS DEC 2028 TERM (IBTI).
This page ranks the largest institutional IBTI 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
271
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
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 3,471,206 | $76,852,520 | $76,470,668 | -$381,852 | -0.50% | |
| Focus Partners Wealth | 0.08% | 3,426,968 | $75,873,074 | $75,496,105 | -$376,969 | -0.50% | |
| Bank Of America Corp | 0.00% | 3,057,130 | $67,684,852 | $67,348,574 | -$336,278 | -0.50% | |
| Stratos Wealth Advisors, Llc | 3.37% | 2,769,082 | $61,307,478 | $61,002,876 | -$304,602 | -0.50% | |
| Mercer Global Advisors Inc | 0.07% | 2,638,111 | $58,407,779 | $58,117,585 | -$290,194 | -0.50% | |
| Wells Fargo & Company/Mn | 0.01% | 1,914,158 | $42,379,453 | $42,168,901 | -$210,552 | -0.50% | |
| Arax Advisory Partners | 0.28% | 1,889,290 | $41,828,881 | $41,621,059 | -$207,822 | -0.50% | |
| Raymond James Financial Inc | 0.01% | 1,822,459 | $40,349,231 | $40,148,772 | -$200,459 | -0.50% | |
| Brookstone Capital Management | 0.31% | 1,439,572 | $31,541,022 | $31,713,771 | +$172,749 | +0.55% | |
| Financial Advisory Corp | 3.99% | 1,428,624 | $31,301,160 | $31,472,587 | +$171,427 | +0.55% | |
| Ubs Group Ag | 0.00% | 1,381,039 | $30,576,204 | $30,424,289 | -$151,915 | -0.50% | |
| Envestnet Asset Management Inc | 0.01% | 1,340,234 | $29,672,791 | $29,525,355 | -$147,436 | -0.50% | |
| Heartwood Wealth Advisors Llc | 2.31% | 1,334,915 | $29,247,988 | $29,408,177 | +$160,189 | +0.55% | |
| Asset Advisors Investment Management, Llc | 2.50% | 1,306,452 | $28,624,363 | $28,781,138 | +$156,775 | +0.55% | |
| United Capital Financial Advisors, Llc | 0.15% | 1,264,630 | $27,981,282 | $27,859,799 | -$121,483 | -0.43% | |
| Blackrock, Inc. | 0.00% | 1,194,096 | $26,437,285 | $26,305,935 | -$131,350 | -0.50% | |
| Hm Payson & Co | 0.35% | 1,184,748 | $26,230,335 | $26,099,998 | -$130,337 | -0.50% | |
| Lpl Financial Llc | 0.01% | 1,110,186 | $24,579,526 | $24,457,398 | -$122,128 | -0.50% | |
| Stratos Wealth Partners, Ltd. | 0.23% | 1,039,854 | $23,022,377 | $22,907,984 | -$114,393 | -0.50% | |
| Integrated Wealth Concepts Llc | 0.14% | 966,839 | $21,405,818 | $21,299,463 | -$106,355 | -0.50% | |
| Horizon Advisory Services, Inc. | 7.86% | 947,877 | $20,767,992 | $20,881,730 | +$113,738 | +0.55% | |
| Journey Advisory Group, Llc | 1.49% | 878,742 | $19,455,340 | $19,358,686 | -$96,654 | -0.50% | |
| Atwood & Palmer Inc | 0.99% | 880,996 | $19,302,629 | $19,408,342 | +$105,713 | +0.55% | |
| Mkt Advisors Llc | 5.93% | 843,249 | $18,471,376 | $18,576,775 | +$105,399 | +0.57% | |
| Baltimore-Washington Financial Advisors, Inc. | 0.69% | 829,783 | $18,371,396 | $18,280,119 | -$91,277 | -0.50% | |
| Delta Wealth Advisors Llc | 12.45% | 827,443 | $18,129,270 | $18,228,569 | +$99,299 | +0.55% | |
| Ameriprise Financial Inc | 0.00% | 804,732 | $17,806,047 | $17,728,246 | -$77,801 | -0.44% | |
| Oneascent Financial Services Llc | 0.82% | 775,624 | $17,172,307 | $17,086,997 | -$85,310 | -0.50% | |
| Cwm, Llc | 0.04% | 750,303 | $16,719,002 | $16,529,175 | -$189,827 | -1.14% | |
| Moseley Investment Management Inc | 5.12% | 720,119 | $16,046,413 | $15,864,222 | -$182,191 | -1.14% | |
| Denver Pwm, Llc | 5.27% | 724,791 | $15,880,165 | $15,967,146 | +$86,981 | +0.55% | |
| Bailard, Inc. | 0.32% | 724,059 | $15,864,133 | $15,951,020 | +$86,887 | +0.55% | |
| Krilogy Financial Llc | 0.35% | 593,101 | $12,985,961 | $13,066,015 | +$80,054 | +0.62% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.17% | 583,324 | $12,780,629 | $12,850,628 | +$69,999 | +0.55% | |
| Legacy Private Trust Co. | 0.70% | 574,637 | $12,590,296 | $12,659,253 | +$68,957 | +0.55% | |
| Stifel Financial Corp | 0.01% | 557,388 | $12,340,578 | $12,279,258 | -$61,320 | -0.50% | |
| Royal Bank Of Canada | 0.00% | 541,584 | $11,991,000 | $11,931,096 | -$59,904 | -0.50% | |
| Bip Wealth, Llc | 0.32% | 542,633 | $11,889,097 | $11,954,205 | +$65,108 | +0.55% | |
| Scissortail Wealth Management, Llc | 2.24% | 526,299 | $11,652,249 | $11,594,367 | -$57,882 | -0.50% | |
| Shelton Wealth Management, Llc | 4.53% | 520,491 | $11,403,958 | $11,466,417 | +$62,459 | +0.55% | |
| Trust Co | 0.99% | 519,244 | $11,376,633 | $11,438,945 | +$62,312 | +0.55% | |
| Rebalance, Llc | 0.55% | 487,765 | $10,686,937 | $10,745,463 | +$58,526 | +0.55% | |
| Carmel Capital Partners, Llc | 3.32% | 453,564 | $10,041,907 | $9,992,015 | -$49,892 | -0.50% | |
| Eight 31 Financial, Llc | 5.64% | 428,466 | $9,486,238 | $9,439,106 | -$47,132 | -0.50% | |
| Commonwealth Equity Services, Llc | 0.01% | 429,497 | $9,410,286 | $9,461,819 | +$51,533 | +0.55% | |
| Mv Capital Management, Inc. | 0.84% | 423,898 | $9,287,610 | $9,338,473 | +$50,863 | +0.55% | |
| Titleist Asset Management, Llc | 0.58% | 406,711 | $8,911,049 | $8,959,843 | +$48,794 | +0.55% | |
| Newedge Advisors, Llc | 0.03% | 392,340 | $8,686,426 | $8,643,250 | -$43,176 | -0.50% | |
| Osaic Holdings, Inc. | 0.01% | 391,165 | $8,664,346 | $8,617,365 | -$46,981 | -0.54% | |
| Snowden Capital Advisors Llc | 0.20% | 378,862 | $8,388,009 | $8,346,330 | -$41,679 | -0.50% |
Frequently asked questions about IBTI
Who are the largest institutional holders of IBTI?
The largest institutional holders of IBTI reported in the latest SEC Form 13F filings include Morgan Stanley, Focus Partners Wealth, Bank Of America Corp, Stratos Wealth Advisors, Llc, and Mercer Global Advisors Inc. InsiderSet ranks institutional holders by their latest reported IBTI position.
What is IBTI institutional ownership?
This page tracks IBTI positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS DEC 2028 TERM (IBTI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBTI?
InsiderSet currently tracks 271 institutional managers reporting IBTI 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 IBTI shareholders.
How much IBTI stock do institutions own?
Institutional investment managers disclosed approximately $1.50B in IBTI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBTI institutional ownership last updated?
The latest IBTI 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 IBTI 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 IBTI position after the reporting date.
Are institutions buying or selling IBTI?
Institutional buying and selling can be analyzed by comparing IBTI positions across consecutive 13F reporting periods. InsiderSet's IBTI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBTI ownership changes.
How has IBTI institutional ownership changed over time?
InsiderSet tracks IBTI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.