IBTI

iShares iBonds Dec 2028 Term Treasury ETF
$22.26-0.06 (-0.25%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Shares Held

InfinityB

Total Value

$7.700072000500004e+225T

% of Float

Price History

$21.77$21.98$22.19$22.39$22.60Jul 24May 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY3,450,979$77.0M0.00%Share
2Focus Partners Wealth3,227,073$72.0M0.08%Share
3MERCER GLOBAL ADVISORS INC /ADV2,271,602$50.0M0.08%Share
4WELLS FARGO & COMPANY/MN2,068,426$46.0M0.01%Share
5RAYMOND JAMES FINANCIAL INC1,418,207$31.0M0.01%Share
6Brookstone Capital Management1,369,553$30.6M0.35%Share
7BANK OF AMERICA CORP /DE/1,364,820$30.0M0.00%Share
8BANK OF AMERICA CORP /DE/1,280,278$28.0M0.00%Share
9Asset Advisors Investment Management, LLC1,152,610$25.8M2.38%Share
10UNITED CAPITAL FINANCIAL ADVISORS, LLC1,044,411$23.0M0.14%Share
11UBS Group AG1,022,578$22.9M0.00%Share
12Financial Advisory Corp981,842$22.0M3.19%Share
13Stratos Wealth Partners, LTD.976,973$21.9M0.25%Share
14ATWOOD & PALMER INC924,092$20.7M1.17%Share
15Horizon Advisory Services, Inc.881,455$19.7M9.97%Share
16LPL Financial LLC852,664$19.0M0.01%Share
17Journey Advisory Group, LLC845,879$18.9M1.59%Share
18MKT Advisors LLC784,305$17.6M5.99%Share
19WELLS FARGO & COMPANY/MN783,230$17.0M0.00%Share
20Denver PWM, LLC750,016$16.8M5.60%Share
21Baltimore-Washington Financial Advisors, Inc.716,024$16.0M0.67%Share
22CWM, LLC705,553$15.8M0.04%Share
23MOSELEY INVESTMENT MANAGEMENT INC704,196$15.7M4.87%Share
24ROYAL BANK OF CANADA709,719$15.0M0.00%Share
25Integrated Wealth Concepts LLC588,449$13.0M0.15%Share
26COMMONWEALTH EQUITY SERVICES, LLC586,790$13.0M0.02%Share
27Krilogy Financial LLC572,813$12.8M0.44%Share
28Legacy Private Trust Co.545,250$12.2M0.72%Share
29Steward Partners Investment Advisory, LLC536,840$12.0M0.07%Share
30STIFEL FINANCIAL CORP556,658$12.0M0.01%Share
31HM PAYSON & CO514,434$11.5M0.16%Share
32Trust Co503,715$11.3M1.06%Share
33Wealth Management Strategies, Inc.456,598$10.2M4.70%Share
34Scissortail Wealth Management, LLC451,382$10.1M2.30%Share
35AMERIPRISE FINANCIAL INC484,384$10.0M0.00%Share
36EIGHT 31 FINANCIAL, LLC424,922$9.5M5.21%Share
37Probity Advisors, Inc.421,498$9.4M1.51%Share
38RAYMOND JAMES FINANCIAL INC423,000$9.0M0.00%Share
39SHELTON WEALTH MANAGEMENT, LLC389,577$8.7M3.73%Share
40Snowden Capital Advisors LLC384,789$8.0M0.21%Share
41OSAIC HOLDINGS, INC.336,453$7.0M0.01%Share
42NewEdge Advisors, LLC335,732$7.0M0.03%Share
43CLIFTONLARSONALLEN WEALTH ADVISORS, LLC310,219$6.9M0.10%Share
44TITLEIST ASSET MANAGEMENT, LLC300,987$6.7M0.54%Share
45Financial Engines Advisors L.L.C.298,827$6.7M0.01%Share
46MV CAPITAL MANAGEMENT, INC.297,073$6.6M0.64%Share
47D.A. DAVIDSON & CO.293,510$6.6M0.04%Share
48MV CAPITAL MANAGEMENT, INC.278,332$6.2M0.60%Share
49Carmel Capital Partners, LLC269,864$6.0M2.12%Share
50Northstar Group, Inc.300,873$6.0M0.82%Share