Who Owns ISHARES IBONDS DEC 2028 T (IBTI)? -- Institutional Holders (2026-06-30)

272 institutions reported holding $1.46B of ISHARES IBONDS DEC 2028 T (IBTI) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($76.9M), Focus Partners Wealth ($75.9M), BANK OF AMERICA CORP /DE/ ($67.7M), Stratos Wealth Advisors, LLC ($61.3M), MERCER GLOBAL ADVISORS INC /ADV ($58.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$76.9M3.5MAdded
2Focus Partners Wealth$75.9M3.4MAdded
3BANK OF AMERICA CORP /DE/$67.7M3.1MAdded
4Stratos Wealth Advisors, LLC$61.3M2.8MAdded
5MERCER GLOBAL ADVISORS INC /ADV$58.4M2.6MAdded
6WELLS FARGO & COMPANY/MN$42.4M1.9MTrimmed
7Arax Advisory Partners$41.8M1.9MNew
8RAYMOND JAMES FINANCIAL INC$40.3M1.8MTrimmed
9BAILARD, INC.$31.9M1.4MAdded
10UBS Group AG$30.6M1.4MTrimmed
11Brookstone Capital Management$30.4M1.4MAdded
12Financial Advisory Corp$29.8M1.3MAdded
13ENVESTNET ASSET MANAGEMENT INC$29.7M1.3MAdded
14Heartwood Wealth Advisors LLC$28.9M1.3MAdded
15UNITED CAPITAL FINANCIAL ADVISORS, LLC$28.0M1.3MAdded
16Asset Advisors Investment Management, LLC$26.9M1.2MAdded
17BlackRock, Inc.$26.4M1.2MAdded
18HM PAYSON & CO$26.2M1.2MAdded
19LPL Financial LLC$24.6M1.1MAdded
20Stratos Wealth Partners, LTD.$23.0M1.0MAdded
21Integrated Wealth Concepts LLC$21.4M966,839Added
22ATWOOD & PALMER INC$21.2M959,379Added
23Horizon Advisory Services, Inc.$20.4M922,765Added
24Journey Advisory Group, LLC$19.5M878,742Added
25MKT Advisors LLC$18.6M841,610Added

Source: SEC Form 13F filings · as of 2026-06-30