# ISHARES TR IBDS DEC28 ETF

ISHARES TR IBDS DEC28 ETF is a security (CUSIP 46435U515) tracked across SEC portfolio filings. 444 institutional managers reported $2.9B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $78K via N-PORT as of 2026-03-31.

## Summary

- Issuer: ISHARES TR
- Class: IBDS DEC28 ETF
- CUSIP: 46435U515
- Asset category: EC
- 13F holders: 444
- 13F value: $2.9B
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $78K
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 444 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $226.7M | 8,950,655 |
| MERCER GLOBAL ADVISORS INC /ADV | DENVER, CO | $133.9M | 5,285,024 |
| MORGAN STANLEY | NEW YORK, NY | $117.8M | 4,651,656 |
| [Lido Advisors, LLC](https://search.stillhousedata.com/firm/269866) | Los Angeles, CA | $113.4M | 4,475,447 |
| [Capital Investment Advisors, LLC](https://search.stillhousedata.com/firm/158055) | ATLANTA, GA | $98.2M | 3,890,204 |
| CAPITAL ADVISORS INC/OK | TULSA, OK | $90.2M | 3,572,252 |
| UBS Group AG | Zurich, V8 | $89.3M | 3,524,978 |
| HM PAYSON & CO | PORTLAND, ME | $80.2M | 3,174,609 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $79.0M | 3,118,298 |
| [Vishria Bird Financial Group, LLC](https://search.stillhousedata.com/firm/291979) | MEMPHIS, TN | $66.5M | 2,604,008 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $63.7M | 2,513,489 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $46.8M | 1,849,086 |
| [HighTower Advisors, LLC](https://search.stillhousedata.com/firm/145323) | CHICAGO, IL | $46.0M | 1,821,559 |
| [Sound View Wealth Advisors Group, LLC](https://search.stillhousedata.com/firm/300927) | SAVANNAH, GA | $39.6M | 1,562,572 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | CINCINNATI, OH | $38.4M | 1,520,952 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [Fundamentals First ETF](https://search.stillhousedata.com/fund/S000080449) | Mason Capital Fund Trust | $78K | 124.47% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46435U515.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.