iShares iBonds Dec 2028 Term Treasury ETF (IBTI)
ETF ยท Nasdaq
iShares iBonds Dec 2028 Term Treasury ETF (IBTI) is an exchange-traded fund listed on Nasdaq, where it has traded since February 25, 2020.
- Type
- Exchange-traded fund
- Listed On
- Nasdaq
- Listed Since
- February 25, 2020
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 257 institutions reported holding IBTI, with 66.6 million shares worth $1.5 billion in aggregate. The largest reported holder was Morgan Stanley, with 3.5 million shares worth $76.9 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Morgan Stanley | 3,471,206 | $77M | Added 1.54% |
| Focus Partners Wealth | 3,426,968 | $76M | Added 0.16% |
| Bank of America | 3,057,130 | $68M | Added 12.13% |
| Stratos Wealth Advisors | 2,769,082 | $61M | Added 9210.97% |
| Mercer Global Advisors Inc /Adv | 2,638,111 | $58M | Added 9.67% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is IBTI?
iShares iBonds Dec 2028 Term Treasury ETF (IBTI) is an exchange-traded fund listed on Nasdaq, where it has traded since February 25, 2020.
Who are the largest institutional holders of IBTI?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of IBTI were Morgan Stanley, Focus Partners Wealth and Bank of America.
How many institutions own IBTI?
257 institutions reported a position in IBTI for the quarter ended June 30, 2026, worth $1.5 billion in total.
Did institutions buy or sell IBTI last quarter?
Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for IBTI.
Every reported institutional holder, plus insider and congressional trades in IBTI, on SentiSense.