IBTI · iShares iBonds Dec 2028 Term Treasury ETF ETF

Alerts for IBTI

$22.02 -0.01 (-0.05%) 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 →

Quarter:

Holders: 1

Total Value: $1,420,613

Total Shares: 64,165

Institutional Ownership Trend

24 quarters

Holder Concentration

Across 1 13F filers · Δ vs Sep 30, 2025

Top Holder

100.0%

+80.1 pts

Top 5

100.0%

+32.6 pts

Top 10

100.0%

+17.4 pts

HHI

10,000

Highly concentrated+8,887

Quarterly Activity

vs Sep 30, 2025

New

0

Increased

0

Decreased

1

Sold Out

39

Unchanged

0

Holder count: -39

Institutional value: -99.6%

Shares held: -99.6%

Top Buyers

vs Sep 30, 2025

No qualifying movers this quarter.

Top Sellers

vs Sep 30, 2025

Institution	Sold	Now Holds	Open
Mega CITADEL ADVISORS LLC	−68,962	64,165

Top New Positions

vs Sep 30, 2025

No new positions this quarter.

Top Sold-Out Positions

vs Sep 30, 2025

Institution	Previously Held	Last Value (USD)	Open
Mega MORGAN STANLEY	3,322,904	$74,383,205
Large Focus Partners Wealth	3,011,899	$67,421,359
Mega BANK OF AMERICA CORP /DE/	2,372,140	$53,100,353
Mega RAYMOND JAMES FINANCIAL INC	1,508,963	$33,778,136
Large MERCER GLOBAL ADVISORS INC /ADV	1,057,748	$23,677,688

Filter: New 0 Increased 0 Reduced 1 Sold out 39 Unchanged 0

Showing 1 of 1

All Common Calls Puts

Compact Export CSV

CITADEL ADVISORS LLC IBTI

$1,420,613

100.00%

64,165

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	64,165	$1,420,613	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	3,322,904	$74,383,205	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	6,702	$150,024	0.3%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	1,174,600	$26,293,421	49.5%	Defined
MANAGED ACCOUNT ADVISORS LLC	1,190,838	$26,656,908	50.2%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	317,865	$7,115,408	21.1%	Defined
Raymond James Financial Services Advisors, Inc.	1,191,098	$26,662,728	78.9%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
United Capital Financial Partners, LLC	797,841	$17,859,670	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	431,381	$9,656,463	85.7%	Defined
RBC Dominion Securities Inc.	61,886	$1,385,318	12.3%	Defined
RBC Private Counsel (USA) Inc.	10,370	$232,132	2.1%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	371,121	$8,307,543	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	296,608	$6,639,570	96.1%	Defined
Osaic Advisory Services, LLC	12,054	$269,828	3.9%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	124,256	$2,781,470	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	115,611	$2,587,952	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Desjardins Securities inc.	70,587	$1,580,089	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mariner Platform Solutions, LLC	40,000	$895,400	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TOWER PRINCIPAL MARKETS LLC	37,300	$834,960	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
National Bank Financial Inc.	16,499	$369,330	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	14,653	$328,007	100.0%	Defined