ISHARES IBONDS DEC 2028 TERM (IBTI) Top 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 $1.34B in IBTI holdings during the latest filing period.
Focus Partners Wealth is currently the largest disclosed institutional shareholder of IBTI tracked by InsiderSet, reporting ownership valued at approximately $76.24M 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 $75.49M, representing an estimated loss of -0.98% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 37% of the total disclosed IBTI value among the investors covered in this analysis. Major shareholders include Focus Partners Wealth, Morgan Stanley, Wells Fargo & Company/Mn, 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
250
Total Reported Value
$1.34B
Largest Holder
Focus Partners Wealth
Largest Position
$76.24M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
102
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | 0.08% | 3,421,445 | $76,240,080 | $75,494,184 | -$745,896 | -0.98% | |
| Morgan Stanley | 0.00% | 3,418,717 | $76,179,272 | $75,433,991 | -$745,281 | -0.98% | |
| Wells Fargo & Company/Mn | 0.01% | 3,039,168 | $67,721,775 | $67,059,242 | -$662,533 | -0.98% | |
| Bank Of America Corp | 0.00% | 2,726,336 | $60,750,951 | $60,156,604 | -$594,347 | -0.98% | |
| Mercer Global Advisors Inc | 0.08% | 2,405,511 | $53,602,010 | $53,077,600 | -$524,410 | -0.98% | |
| Raymond James Financial Inc | 0.01% | 1,947,621 | $43,398,834 | $42,974,257 | -$424,577 | -0.98% | |
| Ubs Group Ag | 0.01% | 1,410,375 | $31,427,386 | $31,119,924 | -$307,462 | -0.98% | |
| Bailard, Inc. | 0.70% | 1,361,953 | $30,348,401 | $30,051,493 | -$296,908 | -0.98% | |
| Brookstone Capital Management | 0.35% | 1,354,916 | $30,191,608 | $29,896,222 | -$295,386 | -0.98% | |
| Financial Advisory Corp | 3.95% | 1,347,199 | $29,826,977 | $29,725,946 | -$101,031 | -0.34% | |
| Heartwood Wealth Advisors Llc | 2.51% | 1,291,891 | $28,787,207 | $28,505,575 | -$281,632 | -0.98% | |
| Envestnet Asset Management Inc | 0.01% | 1,270,377 | $28,307,819 | $28,030,869 | -$276,950 | -0.98% | |
| Asset Advisors Investment Management, Llc | 2.58% | 1,213,245 | $27,034,739 | $26,770,251 | -$264,488 | -0.98% | |
| United Capital Financial Advisors, Llc | 0.16% | 1,181,634 | $26,317,170 | $26,072,754 | -$244,416 | -0.93% | |
| Hm Payson & Co | 0.34% | 1,047,861 | $23,349,488 | $23,121,053 | -$228,435 | -0.98% | |
| Lpl Financial Llc | 0.01% | 1,040,991 | $23,196,405 | $22,969,466 | -$226,939 | -0.98% | |
| Stratos Wealth Partners, Ltd. | 0.26% | 1,013,803 | $22,590,581 | $22,369,563 | -$221,018 | -0.98% | |
| Atwood & Palmer Inc | 1.13% | 959,379 | $21,240,651 | $21,168,698 | -$71,953 | -0.34% | |
| Royal Bank Of Canada | 0.00% | 940,676 | $20,961,000 | $20,756,016 | -$204,984 | -0.98% | |
| Horizon Advisory Services, Inc. | 10.29% | 901,221 | $20,081,905 | $19,885,441 | -$196,464 | -0.98% | |
| Journey Advisory Group, Llc | 1.66% | 870,420 | $19,395,561 | $19,205,817 | -$189,744 | -0.98% | |
| Mkt Advisors Llc | 5.77% | 841,610 | $18,570,118 | $18,570,125 | +$7 | +0.00% | |
| Integrated Wealth Concepts Llc | 0.14% | 809,948 | $18,048,077 | $17,871,503 | -$176,574 | -0.98% | |
| Ameriprise Financial Inc | 0.00% | 802,850 | $17,889,890 | $17,714,885 | -$175,005 | -0.98% | |
| Baltimore-Washington Financial Advisors, Inc. | 0.76% | 791,726 | $17,642,031 | $17,469,434 | -$172,597 | -0.98% | |
| Oneascent Financial Services Llc | 0.91% | 755,760 | $16,840,604 | $16,675,844 | -$164,760 | -0.98% | |
| Cwm, Llc | 0.04% | 750,303 | $16,719,002 | $16,555,436 | -$163,566 | -0.98% | |
| Moseley Investment Management Inc | 5.12% | 720,119 | $16,046,413 | $15,889,426 | -$156,987 | -0.98% | |
| Blackrock, Inc. | 0.00% | 677,535 | $15,097,512 | $14,949,810 | -$147,702 | -0.98% | |
| Denver Pwm, Llc | 5.08% | 665,587 | $14,772,713 | $14,686,177 | -$86,536 | -0.59% | |
| Krilogy Financial Llc | 0.43% | 598,916 | $13,331,871 | $13,215,082 | -$116,789 | -0.88% | |
| Commonwealth Equity Services, Llc | 0.02% | 575,054 | $12,813,924 | $12,688,567 | -$125,357 | -0.98% | |
| Titleist Asset Management, Llc | 0.94% | 558,845 | $12,452,742 | $12,330,915 | -$121,827 | -0.98% | |
| Stifel Financial Corp | 0.01% | 554,901 | $12,364,858 | $12,243,891 | -$120,967 | -0.98% | |
| Legacy Private Trust Co. | 0.75% | 548,089 | $12,213,067 | $12,093,584 | -$119,483 | -0.98% | |
| Steward Partners Investment Advisory, Llc | 0.06% | 546,818 | $12,184,737 | $12,065,539 | -$119,198 | -0.98% | |
| Scissortail Wealth Management, Llc | 2.32% | 518,193 | $11,546,885 | $11,433,929 | -$112,956 | -0.98% | |
| Trust Co | 1.02% | 511,055 | $11,314,754 | $11,276,429 | -$38,325 | -0.34% | |
| Wealth Management Strategies, Inc. | 4.79% | 475,579 | $10,597,331 | $10,493,651 | -$103,680 | -0.98% | |
| Shelton Wealth Management, Llc | 4.50% | 458,432 | $10,215,239 | $10,115,302 | -$99,937 | -0.98% | |
| Mv Capital Management, Inc. | 0.91% | 417,856 | $9,311,096 | $9,219,993 | -$91,103 | -0.98% | |
| Eight 31 Financial, Llc | 5.61% | 417,173 | $9,295,866 | $9,204,922 | -$90,944 | -0.98% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.13% | 387,821 | $8,641,816 | $8,557,270 | -$84,546 | -0.98% | |
| Osaic Holdings, Inc. | 0.01% | 385,037 | $8,583,040 | $8,495,841 | -$87,199 | -1.02% | |
| Snowden Capital Advisors Llc | 0.23% | 382,400 | $8,521,022 | $8,437,656 | -$83,366 | -0.98% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 324,307 | $7,226,556 | $7,155,834 | -$70,722 | -0.98% | |
| Northstar Group, Inc. | 1.02% | 323,298 | $7,204,050 | $7,133,570 | -$70,480 | -0.98% | |
| D.A. Davidson & Co. | 0.04% | 309,673 | $6,900,442 | $6,832,935 | -$67,507 | -0.98% | |
| Financial Engines Advisors L.L.C. | 0.01% | 306,134 | $6,821,583 | $6,754,847 | -$66,736 | -0.98% | |
| Carmel Capital Partners, Llc | 2.34% | 291,085 | $6,486,247 | $6,422,791 | -$63,456 | -0.98% |
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.