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.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$76.9M	3.5M	Added
2	Focus Partners Wealth	$75.9M	3.4M	Added
3	BANK OF AMERICA CORP /DE/	$67.7M	3.1M	Added
4	Stratos Wealth Advisors, LLC	$61.3M	2.8M	Added
5	MERCER GLOBAL ADVISORS INC /ADV	$58.4M	2.6M	Added
6	WELLS FARGO & COMPANY/MN	$42.4M	1.9M	Trimmed
7	Arax Advisory Partners	$41.8M	1.9M	New
8	RAYMOND JAMES FINANCIAL INC	$40.3M	1.8M	Trimmed
9	BAILARD, INC.	$31.9M	1.4M	Added
10	UBS Group AG	$30.6M	1.4M	Trimmed
11	Brookstone Capital Management	$30.4M	1.4M	Added
12	Financial Advisory Corp	$29.8M	1.3M	Added
13	ENVESTNET ASSET MANAGEMENT INC	$29.7M	1.3M	Added
14	Heartwood Wealth Advisors LLC	$28.9M	1.3M	Added
15	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$28.0M	1.3M	Added
16	Asset Advisors Investment Management, LLC	$26.9M	1.2M	Added
17	BlackRock, Inc.	$26.4M	1.2M	Added
18	HM PAYSON & CO	$26.2M	1.2M	Added
19	LPL Financial LLC	$24.6M	1.1M	Added
20	Stratos Wealth Partners, LTD.	$23.0M	1.0M	Added
21	Integrated Wealth Concepts LLC	$21.4M	966,839	Added
22	ATWOOD & PALMER INC	$21.2M	959,379	Added
23	Horizon Advisory Services, Inc.	$20.4M	922,765	Added
24	Journey Advisory Group, LLC	$19.5M	878,742	Added
25	MKT Advisors LLC	$18.6M	841,610	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30