IBDT · iShares iBonds Dec 2028 Term Corporate ETF ETF
$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.
Holders: 2
Total Value: $996,541
Total Shares: 39,467
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
78.2%
+70.2 pts
Top 5
100.0%
+75.6 pts
Top 10
100.0%
+61.6 pts
HHI
6,590
Highly concentrated+6,378
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
0
Decreased
1
Sold Out
418
Unchanged
1
Holder count:
-418
Institutional value:
-100.0%
Shares held:
-100.0%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small HORAN Wealth, LLC | −1,837 | 30,863 |
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega BANK OF AMERICA CORP /DE/ | 8,950,655 | $226,720,089 | |
| Large MERCER GLOBAL ADVISORS INC /ADV | 5,285,024 | $133,869,657 | |
| Mega MORGAN STANLEY | 4,651,656 | $117,826,446 | |
| Large Lido Advisors, LLC | 4,475,447 | $113,363,071 | |
| Mid Capital Investment Advisors, LLC | 3,752,574 | $95,052,699 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small HORAN Wealth, LLC IBDT | $779,290 | 78.20% | 30,863 | Shares | 2026-08-26 | |
| Mid ANCHOR CAPITAL ADVISORS LLC IBDT | $217,251 | 21.80% | 8,604 | Shares | 2026-09-03 |