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.
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 | Los Angeles, CA | $113.4M | 4,475,447 |
| Capital Investment Advisors, LLC | 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 | MEMPHIS, TN | $66.5M | 2,604,008 |
| LPL Financial LLC | FORT MILL, SC | $63.7M | 2,513,489 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $46.8M | 1,849,086 |
| HighTower Advisors, LLC | CHICAGO, IL | $46.0M | 1,821,559 |
| Sound View Wealth Advisors Group, LLC | SAVANNAH, GA | $39.6M | 1,562,572 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | CINCINNATI, OH | $38.4M | 1,520,952 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| Fundamentals First ETF | Mason Capital Fund Trust | $78K | 124.47% |