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IBDT · iShares iBonds Dec 2028 Term Corporate ETF ETF

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$25.09 +0.01 (+0.04%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 2
Total Value: $996,541
Total Shares: 39,467

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 2 13F filers · Δ vs Dec 31, 2025
Top Holder
78.2%
Jun 2023 → Jun 2026 · range 8.2% – 100.0%
−21.8 pts
Top 5
100.0%
Jun 2023 → Jun 2026 · range 24.6% – 100.0%
0.0 pts
Top 10
100.0%
Jun 2023 → Jun 2026 · range 38.0% – 100.0%
0.0 pts
HHI
6,590
Jun 2023 → Jun 2026 · range 241 – 10,000
Highly concentrated−3,410

Quarterly Activity

vs Dec 31, 2025
New
2
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +1
Institutional value: +334.9%
Shares held: +338.5%

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
HORAN Wealth, LLC 30,863 $779,290
ANCHOR CAPITAL ADVISORS LLC 8,604 $217,251

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Dakota Wealth Management 9,000 $229,140
Filter: New 2 Increased 0 Reduced 0 Sold out 1 Unchanged 0
Showing 2 of 2
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
HORAN Wealth, LLC IBDT $779,290 78.20% 30,863
ANCHOR CAPITAL ADVISORS LLC IBDT $217,251 21.80% 8,604