Who owns iShares iBonds Dec 2028 Term Corporate ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IBDT from SEC Form 13F filings across 437 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 437 institutions disclosed 118.2M shares of iShares iBonds Dec 2028 Term Corporate ETF worth $2.98B — about 74.4% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
437
13F holders
$2.98B
value, 2026 filers
74.4%
of shares outstanding (118.2M sh)
50
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IBDT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 9.5M | $240.5M | 0.0% | 6% | +6.4% |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 5.5M | $139.7M | 0.2% | 3.5% | +4.7% |
| 3 | MORGAN STANLEY | 4.8M | $121.7M | 0.0% | 3% | +3.6% |
| 4 | Lido Advisors, LLC | 4.2M | $106.7M | 0.3% | 2.7% | -5.6% |
| 5 | Capital Investment Advisors, LLC | 3.9M | $98.2M | 1.3% | 2.4% | +3.7% |
| 6 | UBS Group AG | 3.8M | $95.2M | 0.0% | 2.4% | +7.0% |
| 7 | CAPITAL ADVISORS INC/OK | 3.6M | $90.2M | 1.3% | 2.2% | +1.1% |
| 8 | RAYMOND JAMES FINANCIAL INC | 3.3M | $83.7M | 0.0% | 2.1% | +6.3% |
| 9 | HM PAYSON & CO | 3.2M | $80.2M | 1.1% | 2% | +8.0% |
| 10 | LPL Financial LLC | 2.9M | $73.1M | 0.0% | 1.8% | +15.2% |
| 11 | HighTower Advisors, LLC | 1.8M | $46.0M | 0.0% | 1.1% | +2.6% |
| 12 | AMERIPRISE FINANCIAL INC | 1.7M | $43.4M | 0.0% | 1.1% | +5.1% |
| 13 | ROYAL BANK OF CANADA | 1.7M | $42.3M | 0.0% | 1.1% | +14.2% |
| 14 | Sound View Wealth Advisors Group, LLC | 1.7M | $42.1M | 2.6% | 1% | +6.7% |
| 15 | WELLS FARGO & COMPANY/MN | 1.6M | $41.0M | 0.0% | 1% | -12.2% |
| 16 | HENGEHOLD CAPITAL MANAGEMENT LLC | 1.5M | $38.4M | 3.0% | 1% | +5.9% |
| 17 | SUMMITRY LLC | 1.5M | $38.1M | 1.3% | 0.9% | +3.7% |
| 18 | WOODMONT INVESTMENT COUNSEL LLC | 1.5M | $36.7M | 2.0% | 0.9% | -10.5% |
| 19 | Gratus Wealth Advisors, LLC | 1.4M | $35.6M | 4.5% | 0.9% | +2.8% |
| 20 | Kathmere Capital Management, LLC | 1.4M | $35.1M | 1.9% | 0.9% | +6.3% |
| 21 | SIGMA INVESTMENT COUNSELORS INC | 1.3M | $33.8M | 1.6% | 0.8% | +4.6% |
| 22 | HOWLAND CAPITAL MANAGEMENT LLC | 1.3M | $33.1M | 1.2% | 0.8% | +6.4% |
| 23 | Klingman & Associates, LLC | 1.3M | $32.7M | 1.4% | 0.8% | -0.7% |
| 24 | RVW Wealth, LLC | 1.2M | $30.5M | 2.0% | 0.8% | +4.1% |
| 25 | Baltimore-Washington Financial Advisors, Inc. | 1.1M | $27.5M | 1.0% | 0.7% | +3.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.