Who owns iShares iBonds Dec 2028 Term Treasury ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IBTI from SEC Form 13F filings across 259 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, 259 institutions disclosed 66.0M shares of iShares iBonds Dec 2028 Term Treasury ETF worth $1.46B — about 81.8% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
259
13F holders
$1.46B
value, 2026 filers
81.8%
of shares outstanding (66.0M sh)
28
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 | BAILARD, INC. | 1.4M | $31.9M | 0.6% | 1.8% | +5.7% |
| 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 | Heartwood Wealth Advisors LLC | 1.3M | $28.9M | 2.2% | 1.6% | +1.1% |
| 15 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1.3M | $28.0M | 0.2% | 1.6% | +7.0% |
| 16 | Asset Advisors Investment Management, LLC | 1.2M | $26.9M | 2.5% | 1.5% | +0.2% |
| 17 | BlackRock, Inc. | 1.2M | $26.4M | 0.0% | 1.5% | +76.2% |
| 18 | HM PAYSON & CO | 1.2M | $26.2M | 0.3% | 1.5% | +13.1% |
| 19 | LPL Financial LLC | 1.1M | $24.6M | 0.0% | 1.4% | +6.6% |
| 20 | Stratos Wealth Partners, LTD. | 1.0M | $23.0M | 0.2% | 1.3% | +2.6% |
| 21 | Integrated Wealth Concepts LLC | 966,839 | $21.4M | 0.1% | 1.2% | +19.4% |
| 22 | ATWOOD & PALMER INC | 959,379 | $21.2M | 1.1% | 1.2% | +1.7% |
| 23 | Horizon Advisory Services, Inc. | 922,765 | $20.4M | 8.6% | 1.1% | +2.4% |
| 24 | Journey Advisory Group, LLC | 878,742 | $19.5M | 1.5% | 1.1% | +1.0% |
| 25 | MKT Advisors LLC | 841,610 | $18.6M | 5.8% | 1% | +4.8% |
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.