Who owns IBDT?
iShares iBonds Dec 2028 Term Corporate ETF · iShares
435 institutions reported holding IBDT, worth $3.0B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBDT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $240.5M | 9,526,329 | +575,674 shares |
| Mercer Global Advisors Inc. | Denver, CO | $139.7M | 5,532,094 | +247,070 shares |
| Morgan Stanley | New York, NY | $121.7M | 4,818,723 | +167,067 shares |
| Lido Advisors, LLC | Los Angeles, CA | $106.7M | 4,224,505 | −250,942 shares |
| Capital Investment Advisors, LLC | Atlanta, GA | $98.2M | 3,890,204 | +137,630 shares |
| UBS Group AG | Zurich, Switzerland | $95.2M | 3,771,658 | +246,680 shares |
| Capital Advisors Inc. | Tulsa, OK | $90.2M | 3,572,252 | +39,318 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $83.7M | 3,315,601 | +197,303 shares |
| HM Payson & Co | Portland, ME | $80.2M | 3,174,609 | +234,281 shares |
| LPL Financial LLC | Fort Mill, SC | $73.1M | 2,896,388 | +382,899 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: IBDT vs BSCQ, IBDT vs SCMB, IBDT vs HYLB, IBDT vs CGHM.
Frequently asked questions
Who owns IBDT?
435 institutional managers reported holding IBDT in Form 13F filings for June 30, 2026, worth $3.0B in total. The largest reported position was held by Bank of America Corp., at $240.5M.
Did institutions buy or sell IBDT last quarter?
Reported 13F value rose 7.0% from March 31, 2026, which includes price moves as well as buying and selling. 47 firms reported a new position and 24 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IBDT ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.