ISHARES IBONDS DEC 2028 TERM (IBTI) Institutional Shareholders
ISHARES IBONDS DEC 2028 TERM (IBTI) 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 $1.47B in IBTI holdings during the latest filing period.
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 $76.07M, representing an estimated loss of -1.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 36% 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
255
Total Reported Value
$1.47B
Largest Holder
Morgan Stanley
Largest Position
$76.85M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
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 | $76,071,479 | -$781,041 | -1.02% | |
| Focus Partners Wealth | 0.08% | 3,426,968 | $75,873,074 | $75,102,004 | -$771,070 | -1.02% | |
| Bank Of America Corp | 0.00% | 3,057,130 | $67,684,852 | $66,997,004 | -$687,848 | -1.02% | |
| Stratos Wealth Advisors, Llc | 3.37% | 2,769,082 | $61,307,478 | $60,684,432 | -$623,046 | -1.02% | |
| Mercer Global Advisors Inc | 0.07% | 2,638,111 | $58,407,779 | $57,814,203 | -$593,576 | -1.02% | |
| Wells Fargo & Company/Mn | 0.01% | 1,914,158 | $42,379,453 | $41,948,773 | -$430,680 | -1.02% | |
| Arax Advisory Partners | 0.28% | 1,889,290 | $41,828,881 | $41,403,790 | -$425,091 | -1.02% | |
| Raymond James Financial Inc | 0.01% | 1,822,459 | $40,349,231 | $39,939,189 | -$410,042 | -1.02% | |
| Bailard, Inc. | 0.65% | 1,439,724 | $31,875,489 | $31,551,551 | -$323,938 | -1.02% | |
| Ubs Group Ag | 0.00% | 1,381,039 | $30,576,204 | $30,265,470 | -$310,734 | -1.02% | |
| Brookstone Capital Management | 0.31% | 1,373,314 | $30,405,180 | $30,096,176 | -$309,004 | -1.02% | |
| Financial Advisory Corp | 3.95% | 1,347,199 | $29,826,977 | $29,523,866 | -$303,111 | -1.02% | |
| Envestnet Asset Management Inc | 0.01% | 1,340,234 | $29,672,791 | $29,371,228 | -$301,563 | -1.02% | |
| Heartwood Wealth Advisors Llc | 2.25% | 1,306,170 | $28,918,604 | $28,624,716 | -$293,888 | -1.02% | |
| United Capital Financial Advisors, Llc | 0.15% | 1,264,630 | $27,981,282 | $27,714,366 | -$266,916 | -0.95% | |
| Asset Advisors Investment Management, Llc | 2.47% | 1,215,509 | $26,911,369 | $26,637,880 | -$273,489 | -1.02% | |
| Blackrock, Inc. | 0.00% | 1,194,096 | $26,437,285 | $26,168,614 | -$268,671 | -1.02% | |
| Hm Payson & Co | 0.35% | 1,184,748 | $26,230,335 | $25,963,752 | -$266,583 | -1.02% | |
| Lpl Financial Llc | 0.01% | 1,110,186 | $24,579,526 | $24,329,726 | -$249,800 | -1.02% | |
| Stratos Wealth Partners, Ltd. | 0.23% | 1,039,854 | $23,022,377 | $22,788,400 | -$233,977 | -1.02% | |
| Integrated Wealth Concepts Llc | 0.14% | 966,839 | $21,405,818 | $21,188,277 | -$217,541 | -1.02% | |
| Atwood & Palmer Inc | 1.13% | 959,379 | $21,240,651 | $21,024,791 | -$215,860 | -1.02% | |
| Horizon Advisory Services, Inc. | 8.62% | 922,765 | $20,430,016 | $20,222,395 | -$207,621 | -1.02% | |
| Journey Advisory Group, Llc | 1.49% | 878,742 | $19,455,340 | $19,257,631 | -$197,709 | -1.02% | |
| Mkt Advisors Llc | 5.77% | 841,610 | $18,570,118 | $18,443,883 | -$126,235 | -0.68% | |
| Baltimore-Washington Financial Advisors, Inc. | 0.69% | 829,783 | $18,371,396 | $18,184,694 | -$186,702 | -1.02% | |
| Ameriprise Financial Inc | 0.00% | 804,732 | $17,806,047 | $17,635,702 | -$170,345 | -0.96% | |
| Oneascent Financial Services Llc | 0.82% | 775,624 | $17,172,307 | $16,997,800 | -$174,507 | -1.02% | |
| Cwm, Llc | 0.04% | 750,303 | $16,719,002 | $16,442,890 | -$276,112 | -1.65% | |
| Denver Pwm, Llc | 5.31% | 734,257 | $16,238,089 | $16,091,242 | -$146,847 | -0.90% | |
| Moseley Investment Management Inc | 5.12% | 720,119 | $16,046,413 | $15,781,408 | -$265,005 | -1.65% | |
| Krilogy Financial Llc | 0.42% | 642,965 | $14,235,253 | $14,090,578 | -$144,675 | -1.02% | |
| Legacy Private Trust Co. | 0.72% | 580,762 | $12,858,070 | $12,727,399 | -$130,671 | -1.02% | |
| Stifel Financial Corp | 0.01% | 557,388 | $12,340,578 | $12,215,158 | -$125,420 | -1.02% | |
| Commonwealth Equity Services, Llc | 0.02% | 547,014 | $12,110,893 | $11,987,812 | -$123,081 | -1.02% | |
| Royal Bank Of Canada | 0.00% | 541,584 | $11,991,000 | $11,868,813 | -$122,187 | -1.02% | |
| Scissortail Wealth Management, Llc | 2.24% | 526,299 | $11,652,249 | $11,533,843 | -$118,406 | -1.02% | |
| Trust Co | 1.02% | 511,055 | $11,314,754 | $11,199,770 | -$114,984 | -1.02% | |
| Shelton Wealth Management, Llc | 4.30% | 490,978 | $10,870,253 | $10,759,783 | -$110,470 | -1.02% | |
| Bip Wealth, Llc | 0.31% | 488,074 | $10,805,950 | $10,696,142 | -$109,808 | -1.02% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.14% | 467,062 | $10,340,753 | $10,235,664 | -$105,089 | -1.02% | |
| Carmel Capital Partners, Llc | 3.32% | 453,564 | $10,041,907 | $9,939,855 | -$102,052 | -1.02% | |
| Eight 31 Financial, Llc | 5.64% | 428,466 | $9,486,238 | $9,389,832 | -$96,406 | -1.02% | |
| Mv Capital Management, Inc. | 0.83% | 424,248 | $9,392,856 | $9,297,395 | -$95,461 | -1.02% | |
| Titleist Asset Management, Llc | 0.59% | 398,119 | $8,814,349 | $8,724,778 | -$89,571 | -1.02% | |
| Newedge Advisors, Llc | 0.03% | 392,340 | $8,686,426 | $8,598,131 | -$88,295 | -1.02% | |
| Osaic Holdings, Inc. | 0.01% | 391,165 | $8,664,346 | $8,572,381 | -$91,965 | -1.06% | |
| Snowden Capital Advisors Llc | 0.20% | 378,862 | $8,388,009 | $8,302,761 | -$85,248 | -1.02% | |
| D.A. Davidson & Co. | 0.04% | 349,431 | $7,736,402 | $7,657,780 | -$78,622 | -1.02% | |
| Northstar Group, Inc. | 0.99% | 348,639 | $7,718,868 | $7,640,424 | -$78,444 | -1.02% |
Frequently asked questions about IBTI
Who owns the most IBTI stock?
The largest holders of IBTI 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 TERM (IBTI).
Is IBTI widely held by superinvestors?
Many widely followed stocks like IBTI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBTI 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.