IBTI iShares iBonds Dec 2028 Term Treasury ETF
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Institutional owners (13F) 274 filers · $1.4B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 24 (-13 vs prior Q) | 13 (+1 vs prior Q) | 142 (+4 vs prior Q) | 46 (+1 vs prior Q) | +6.3M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| MORGAN STANLEY | $76,852,520 | 3,471,206 | 5.48% | Shares |
| Focus Partners Wealth | $75,873,074 | 3,426,968 | 5.41% | Shares |
| Stratos Wealth Advisors, LLC | $61,307,478 | 2,769,082 | 4.37% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $58,402,886 | 2,637,890 | 4.17% | Shares |
| Arax Advisory Partners | $41,828,881 | 1,889,290 | 2.98% | Shares |
| Integrated Wealth Concepts LLC | $37,195,047 | 1,679,990 | 2.65% | Shares |
| BANK OF AMERICA CORP /DE/ | $33,272,229 | 1,502,811 | 2.37% | Shares |
| BAILARD, INC. | $31,875,489 | 1,439,724 | 2.27% | Shares |
| UBS Group AG | $30,573,215 | 1,380,904 | 2.18% | Shares |
| Brookstone Capital Management | $30,405,180 | 1,373,314 | 2.17% | Shares |
| Financial Advisory Corp | $29,826,977 | 1,347,199 | 2.13% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $29,672,791 | 1,340,234 | 2.12% | Shares |
| Heartwood Wealth Advisors LLC | $28,918,604 | 1,306,170 | 2.06% | Shares |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $27,981,282 | 1,264,630 | 2.00% | Shares |
| Asset Advisors Investment Management, LLC | $26,911,369 | 1,215,509 | 1.92% | Shares |
| BlackRock, Inc. | $26,437,285 | 1,194,096 | 1.89% | Shares |
| LPL Financial LLC | $24,579,526 | 1,110,186 | 1.75% | Shares |
| Stratos Wealth Partners, LTD. | $23,022,377 | 1,039,854 | 1.64% | Shares |
| HM PAYSON & CO | $22,115,478 | 998,892 | 1.58% | Shares |
| WELLS FARGO & COMPANY/MN | $21,663,990 | 978,500 | 1.55% | Shares |
| ATWOOD & PALMER INC | $21,240,651 | 959,379 | 1.52% | Shares |
| Horizon Advisory Services, Inc. | $20,430,016 | 922,765 | 1.46% | Shares |
| Journey Advisory Group, LLC | $19,455,340 | 878,742 | 1.39% | Shares |
| MKT Advisors LLC | $18,570,118 | 841,610 | 1.33% | Shares |
| Baltimore-Washington Financial Advisors, Inc. | $18,371,396 | 829,783 | 1.31% | Shares |
| AMERIPRISE FINANCIAL INC | $17,749,188 | 802,164 | 1.27% | Shares |
| OneAscent Financial Services LLC | $17,172,307 | 775,624 | 1.23% | Shares |
| CWM, LLC | $16,719,002 | 750,303 | 1.19% | Shares |
| MOSELEY INVESTMENT MANAGEMENT INC | $16,046,413 | 720,119 | 1.15% | Shares |
| Denver PWM, LLC | $14,772,713 | 665,587 | 1.05% | Shares |
| Krilogy Financial LLC | $14,235,253 | 642,965 | 1.02% | Shares |
| Legacy Private Trust Co. | $12,783,348 | 577,387 | 0.91% | Shares |
| STIFEL FINANCIAL CORP | $12,340,578 | 557,388 | 0.88% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $12,110,893 | 547,014 | 0.86% | Shares |
| Scissortail Wealth Management, LLC | $11,652,249 | 526,299 | 0.83% | Shares |
| Trust Co | $11,341,240 | 508,964 | 0.81% | Shares |
| Wealth Management Strategies, Inc. | $11,210,182 | 506,332 | 0.80% | Shares |
| ROYAL BANK OF CANADA | $10,990,000 | 496,384 | 0.78% | Shares |
| SHELTON WEALTH MANAGEMENT, LLC | $10,870,253 | 490,978 | 0.78% | Shares |
| RAYMOND JAMES FINANCIAL INC | $10,828,298 | 489,083 | 0.77% | Shares |
| BIP Wealth, LLC | $10,805,950 | 488,074 | 0.77% | Shares |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $10,340,753 | 467,062 | 0.74% | Shares |
| Carmel Capital Partners, LLC | $10,041,907 | 453,564 | 0.72% | Shares |
| EIGHT 31 FINANCIAL, LLC | $9,486,238 | 428,466 | 0.68% | Shares |
| MV CAPITAL MANAGEMENT, INC. | $9,392,856 | 424,248 | 0.67% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8,837,305 | 399,155 | 0.63% | Shares |
| TITLEIST ASSET MANAGEMENT, LLC | $8,814,349 | 398,119 | 0.63% | Shares |
| NewEdge Advisors, LLC | $8,686,426 | 392,340 | 0.62% | Shares |
| OSAIC HOLDINGS, INC. | $8,397,470 | 379,111 | 0.60% | Shares |
| Snowden Capital Advisors LLC | $8,388,009 | 378,862 | 0.60% | Shares |
| D.A. DAVIDSON & CO. | $7,736,402 | 349,431 | 0.55% | Shares |
| Northstar Group, Inc. | $7,718,868 | 348,639 | 0.55% | Shares |
| Baird Financial Group, Inc. | $6,950,720 | 313,944 | 0.50% | Shares |
| Financial Engines Advisors L.L.C. | $6,659,313 | 300,782 | 0.48% | Shares |
| REBALANCE, LLC | $6,596,308 | 297,936 | 0.47% | Shares |
| CENTRAL TRUST Co | $6,491,687 | 293,211 | 0.46% | Shares |
| Old Port Advisors | $5,961,114 | 269,246 | 0.43% | Shares |
| Asset Dedication, LLC | $5,519,259 | 249,289 | 0.39% | Shares |
| Pineridge Advisors LLC | $5,297,051 | 236,634 | 0.38% | Shares |
| Stockman Wealth Management, Inc. | $5,093,604 | 230,063 | 0.36% | Shares |
| FCA CORP /TX | $5,056,119 | 228,370 | 0.36% | Shares |
| Apella Capital, LLC | $4,800,917 | 217,581 | 0.34% | Shares |
| Global Retirement Partners, LLC | $4,719,596 | 213,171 | 0.34% | Shares |
| IFP Advisors, Inc | $4,657,857 | 210,382 | 0.33% | Shares |
| OAK FAMILY ADVISORS, LLC | $4,413,520 | 199,346 | 0.31% | Shares |
| Accretive Wealth Partners, LLC | $4,393,860 | 198,458 | 0.31% | Shares |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $4,232,056 | 191,149 | 0.30% | Shares |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $4,065,280 | 183,617 | 0.29% | Shares |
| SIGNATUREFD, LLC | $3,984,314 | 179,960 | 0.28% | Shares |
| Portland Global Advisors LLC | $3,884,662 | 175,459 | 0.28% | Shares |
| Belpointe Asset Management LLC | $3,858,376 | 174,270 | 0.28% | Shares |
| HOWLAND CAPITAL MANAGEMENT LLC | $3,669,860 | 165,757 | 0.26% | Shares |
| Atlantic Private Wealth, LLC | $3,658,475 | 165,243 | 0.26% | Shares |
| Sanctuary Advisors, LLC | $3,494,158 | 157,821 | 0.25% | Shares |
| Lantz Financial LLC | $3,456,335 | 156,113 | 0.25% | Shares |
| Midwest Professional Planners, LTD. | $3,451,759 | 155,906 | 0.25% | Shares |
| Parallel Advisors, LLC | $3,411,182 | 154,073 | 0.24% | Shares |
| CHATHAM CAPITAL GROUP, INC. | $3,306,941 | 149,365 | 0.24% | Shares |
| Ashton Thomas Private Wealth, LLC | $3,303,487 | 149,209 | 0.24% | Shares |
| Cornerstone Planning, LLC | $3,080,560 | 139,140 | 0.22% | Shares |
| Probity Advisors, Inc. | $3,059,862 | 138,205 | 0.22% | Shares |
| Allworth Financial LP | $3,047,928 | 137,666 | 0.22% | Shares |
| SCS Capital Management LLC | $2,875,766 | 129,890 | 0.21% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2,785,823 | 126,255 | 0.20% | Shares |
| JIM SAULNIER & ASSOCIATES, LLC | $2,770,883 | 125,153 | 0.20% | Shares |
| Cetera Investment Advisers | $2,694,944 | 121,723 | 0.19% | Shares |
| Atria Investments, Inc | $2,671,052 | 120,644 | 0.19% | Shares |
| Capital Investment Advisors, LLC | $2,653,012 | 119,829 | 0.19% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $2,533,937 | 114,451 | 0.18% | Shares |
| Astra Wealth Partners LLC | $2,523,783 | 113,992 | 0.18% | Shares |
| Penobscot Investment Management Company, Inc. | $2,357,135 | 106,465 | 0.17% | Shares |
| TRANSCEND CAPITAL ADVISORS, LLC | $2,350,156 | 106,150 | 0.17% | Shares |
| Valmark Advisers, Inc. | $2,340,464 | 105,712 | 0.17% | Shares |
| Hughes Financial Services, LLC | $2,284,649 | 103,191 | 0.16% | Shares |
| GOULD ASSET MANAGEMENT LLC /CA/ | $2,135,624 | 96,460 | 0.15% | Shares |
| Reliant Wealth Planning | $2,128,517 | 96,139 | 0.15% | Shares |
| Leo Wealth, LLC | $2,036,512 | 91,393 | 0.15% | Shares |
| Essential Planning, LLC. | $2,025,190 | 91,472 | 0.14% | Shares |
| TFR Capital, LLC. | $1,987,663 | 89,777 | 0.14% | Shares |
| TRUIST FINANCIAL CORP | $1,959,956 | 88,526 | 0.14% | Shares |
ETF ownership Held by 1 ETF
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| LDRT · iShares Trust | 20.02% | 1,912,702 PA | Aug. 8, 2026 | Daily |