Who owns iShares iBonds Dec 2028 Term Treasury ETF?
Institutional ownership of IBTI from SEC Form 13F filings across 134 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.
134
13F holders
$1.02B
value, 2026 filers
58%
of shares outstanding (46.8M sh)
16
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 IBTI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3.5M | $76.9M | 0.0% | 4.3% | +1.5% |
| 2 | Focus Partners Wealth | 3.4M | $75.9M | 0.1% | 4.2% | +0.2% |
| 3 | BANK OF AMERICA CORP /DE/ | 3.1M | $67.7M | 0.0% | 3.8% | +12.1% |
| 4 | Stratos Wealth Advisors, LLC | 2.8M | $61.3M | 3.4% | 3.4% | +9211.0% |
| 5 | MERCER GLOBAL ADVISORS INC /ADV | 2.6M | $58.4M | 0.1% | 3.3% | +9.7% |
| 6 | WELLS FARGO & COMPANY/MN | 1.9M | $42.4M | 0.0% | 2.4% | -37.0% |
| 7 | Arax Advisory PartnersNEW | 1.9M | $41.8M | 0.3% | 2.3% | new |
| 8 | RAYMOND JAMES FINANCIAL INC | 1.8M | $40.3M | 0.0% | 2.3% | -6.4% |
| 9 | Integrated Wealth Concepts LLC | 1.7M | $37.2M | 0.2% | 2.1% | +107.4% |
| 10 | UBS Group AG | 1.4M | $30.6M | 0.0% | 1.7% | -2.1% |
| 11 | Brookstone Capital Management | 1.4M | $30.4M | 0.3% | 1.7% | +1.4% |
| 12 | Financial Advisory Corp | 1.3M | $29.8M | 4.0% | 1.7% | +9.1% |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 1.3M | $29.7M | 0.0% | 1.7% | +5.5% |
| 14 | BlackRock, Inc. | 1.2M | $26.4M | 0.0% | 1.5% | +76.2% |
| 15 | HM PAYSON & CO | 1.2M | $26.2M | 0.3% | 1.5% | +13.1% |
| 16 | LPL Financial LLC | 1.1M | $24.6M | 0.0% | 1.4% | +6.6% |
| 17 | Stratos Wealth Partners, LTD. | 1.0M | $23.0M | 0.2% | 1.3% | +2.6% |
| 18 | ATWOOD & PALMER INC | 959,379 | $21.2M | 0.1% | 1.2% | +1.7% |
| 19 | AMERIPRISE FINANCIAL INC | 804,732 | $17.8M | 0.0% | 1% | +0.2% |
| 20 | OneAscent Financial Services LLC | 775,624 | $17.2M | 0.8% | 1% | +2.6% |
| 21 | Krilogy Financial LLC | 642,965 | $14.2M | 0.4% | 0.8% | +7.4% |
| 22 | STIFEL FINANCIAL CORP | 557,388 | $12.3M | 0.0% | 0.7% | +0.4% |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 547,014 | $12.1M | 0.0% | 0.7% | -4.9% |
| 24 | ROYAL BANK OF CANADA | 541,584 | $12.0M | 0.0% | 0.7% | -42.4% |
| 25 | Trust Co | 511,055 | $11.3M | 1.0% | 0.6% | +0.4% |
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.